$Alphabet(GOOG)$ a revolutionary space stock has surged to the top of Alphabet’s portfolio, highlighting management’s conviction in future growth areas. Interestingly, they also fully exited an AI-driven business that previously accounted for 15% of the portfolio, signaling a recalibration of priorities. This active portfolio reshaping underscores Alphabet’s strategic adaptability, reinforcing my confidence in GOOG’s ability to capture emerging opportunities and sustain long-term shareholder value.
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- JackQuant·2025-09-09I’m also optimistic about the AI capabilities of Google.LikeReport
- popzi·2025-09-09Absolutely love this insight! 💡 [Great]LikeReport