I added to my GOOG position as anticipation grows around Gemini 3.0, which analysts believe could materially strengthen Google’s AI leadership. Wall Street sentiment has clearly shifted this year, with Alphabet re-rated from an AI laggard to an AI winner. That change is beginning to reflect in performance, but valuation remains reasonable. With a forward P/E near 25x and having dipped below 20x earlier, the stock has also drawn interest from Warren Buffett, reinforcing the view that Google still offers value alongside long-term AI upside.
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