I increased my investment in GOOG, confident that the market is undervaluing Alphabet’s resilience. While some fear that generative AI will eat into Google Search’s dominance, Q2 results tell a different story—Search revenue surged 12% YoY, up from 10% last quarter. That’s hardly a collapse. Plus, Alphabet is smartly evolving. Its AI Search Overviews, used by over 2 billion people, bridges the gap between traditional search and generative AI. With monetization on par with standard search, Google isn’t just surviving the AI wave—it’s riding it profitably.
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- zippyzo·2025-08-05Your confidence in GOOG is inspiringLikeReport
- Juliaaa11·2025-08-05Your confidence in GOOG is commendableLikeReport