Evercore ISI’s Mark Mahaney on Alphabet: ‘The fundamentals look great'

BY GOOGLE'S SUCCESS. THEY'VE MADE GREAT ADVANCES IN AI, AND WE CONTINUE TO SUPPLY TO GOOGLE, ADDING THAT NVIDIA IS A GENERATION AHEAD. EXCUSE ME OF THE INDUSTRY.LET'S BRING IN EVERCORE ISI HEAD OF INTERNET RESEARCH MARK MAHANEY HAS A BUY ON ALPHABET 325 PRICE TARGET. BEEN QUITE A RUN HERE, MARK. I GUESS MY FIRST QUESTION IS, YOU KNOW, JUST YOU KEEP OWNING IT HERE.THE MULTIPLE HAS MOVED UP A BIT. >> YEAH WE'VE HAD A PHENOMENAL RUN IN THE STOCK. IT'S WHATEVER DOUBLED OVER THE LAST SIX MONTHS.IT KIND OF REMIND ...