In a trade war, Alphabet (GOOGL) remains resilient due to its minimal reliance on physical supply chains, unlike hardware-dependent tech giants. Its core revenue streams—Google Search, YouTube ads, and Google Cloud—are largely domestic or digital, reducing exposure to tariffs and supply disruptions. AI dominance strengthens Google’s competitive moat, while increasing global digitalization ensures advertising demand. Geopolitical tensions may drive countries to develop independent AI ecosystems, yet Google’s diversified revenue sources and cloud expansion provide stability. Unlike hardware firms facing export restrictions, Alphabet’s software-driven business model ensures steady cash flow, making it a safe bet amid global economic uncertainty.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.
Other helpful links: