I added to my GOOG position as anticipation builds for the Gemini 3.0 launch, which analysts expect to meaningfully strengthen Google’s AI competitiveness. Wall Street’s perception has clearly shifted this year, with Alphabet moving from an “AI laggard” to an “AI winner.” At the same time, valuation remains reasonable: the stock’s forward P/E near 25x, and below 20x for much of Q3, underscores its appeal as a value-tilted growth play—an angle seemingly echoed by Berkshire’s disclosed purchase. This combination of AI momentum and valuation support makes the risk-reward attractive.
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