We're adding this AI giant back to the portfolio, recognizing things have changed

We are starting a position in former Club holding Alphabet , buying 95 shares at roughly $313. GOOGL will have a roughly 0.76% weighting in the portfolio. We've beaten ourselves up plenty over the exit of our long-held position in Alphabet earlier this year. At the time, Jim Cramer admitted to being "torn" on the stock — worried its Google search business was being cannibalized by Gemini and hurt by Grok and ChatGPT, even as YouTube and Waymo were doing well. We determined that Alphabet was late to the gene ...