🤔 Everyone is talking about Alphabet joining the Dow...
But I don't think that's the real story.
Being added to a major index is great recognition, but it doesn't suddenly make Alphabet a better business than it was last week.
💡 The real question is whether Google can continue turning its massive AI investments into long-term profits.
Search, YouTube, Cloud and Gemini all have huge opportunities but investors will eventually want to see those AI dollars translate into stronger earnings.
For me, index inclusion is just a headline.
Execution is what creates shareholder value.
📈 If Alphabet keeps growing earnings while expanding its AI ecosystem, today's headlines could look insignificant a few years from now.
❓What's your biggest reason for owning (or avoiding) Alphabet today?
Modify on 2026-07-01 19:30
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