Alphabet's Quantum Moonshot Contains Asymmetric Upside (Rating Upgrade)

Group 1 - Google (NASDAQ: GOOGL) is recognized as a strong tech stock, though it is noted for having moderate return prospects compared to other tech companies [1] - Oliver Rodzianko is an investment analyst specializing in technology, particularly in AI, semiconductors, software, and renewable energy, focusing on companies with resilient management and competitive advantages [1] - Rodzianko employs a long-term investment strategy, typically holding positions for one to two years until they reach fair value, and he emphasizes wealth preservation and risk mitigation [1] Group 2 - Rodzianko plans to establish a family office based on a conservative wealth-preservation model and to found an independent asset management firm focused on a high-alpha black swan portfolio strategy [1]