$Alphabet(GOOG)$ a notable shift in its portfolio: a revolutionary space stock has surged to the top, reflecting Alphabet’s conviction in next-generation technologies and long-term growth sectors. At the same time, the complete exit from a once significant AI-driven business (previously 15% of the portfolio) highlights strategic capital reallocation. These moves suggest Alphabet’s sharper focus on disruptive innovation, reinforcing my confidence that GOOG remains a compelling investment for future growth.
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- JackQuant·2025-09-01The patience of good companies always gives good profits.LikeReport