Alphabet: The AI CapEx Shock That Will Widen The Moat

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Alphabet Inc. (NASDAQ: GOOG ) reached my base case price target , indicating 12% upside, and was trading just $0.30 below my more upbeat price target indicating 26% upside, despite concerns on AI CapEx and return on investment, which led to a sell- ...