I added to my GOOG position, confident that Alphabet’s aggressive AI integration strategy will reinforce its search and ad empire. Despite threats from AI disruptors like OpenAI and Perplexity, Google’s rollout of AI Overviews—drawing 1.5B monthly users—and enterprise-level Gemini tools demonstrates its resilience. The new AI-only search mode and OpenAI’s adoption of Google Cloud further highlight Alphabet’s growing edge. As AI-driven ad loads and targeting improve, I see strong upside ahead of its Q2 earnings.
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