In my previous articles in July and May, I gave Alphabet Inc. (NASDAQ: GOOG ) a Strong Buy recommendation. At that time, I wrote that the market was wrongly assessing Google as a victim in theI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian ...

In my previous articles in July and May, I gave Alphabet Inc. (NASDAQ: GOOG ) a Strong Buy recommendation. At that time, I wrote that the market was wrongly assessing Google as a victim in theI started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian ...

Core Viewpoint - The current market is characterized as an asset bubble, and TQI offers tools and insights to help investors navigate this environment profitably [1]. Group 1: Company Overview - TQI was established in July 2022 with the mission to simplify, enhance enjoyment, and increase profitability in investing for all investors [2]. - The company publishes premium equity research reports on Seeking Alpha, which includes a research library and performance tracker [2]. Group 2: Services Offered - TQI provides highly-concentrated, risk-optimized model portfolios tailored to meet the needs of investors at different stages of their investment lifecycle [2]. - The company offers access to proprietary software tools and facilitates group chats for enhanced investor engagement [2]. - TQI also shares investing insights and research through various platforms, including a free newsletter, Twitter, and LinkedIn [2].

Core Viewpoint - The article highlights that despite the AI boom, certain high-quality companies, particularly Alphabet, remain undervalued and present significant investment opportunities as the AI landscape evolves [1][2]. Group 1: Company Overview - Alphabet, the owner of Google Search and Google Cloud, has already benefited from the AI boom by enhancing its operations and providing AI solutions to customers [3]. - The company generates substantial revenue, with Google ads contributing over $71 billion and Google Cloud bringing in approximately $13 billion in the recent quarter [4]. Group 2: AI Integration - Alphabet's Gemini large language model enhances search results and provides data for advertisers, which is expected to support advertising growth [5]. - The cloud unit offers access to Gemini and various AI products, including Vertex AI, facilitating AI project development for customers [6]. Group 3: Market Demand and Investment - There is strong demand for AI capacity, and Alphabet has advantages such as a solid customer base and resources to expand infrastructure, increasing capital spending to $85 billion from a previous $75 billion [7][8]. - The ongoing investment in AI is expected to lead to earnings growth as infrastructure develops and customers utilize AI in their businesses [10]. Group 4: Future Valuation Potential - Currently trading at 24 times forward earnings estimates, Alphabet has potential for significant share price growth, although reaching a market value of over $29 trillion may be unrealistic [11]. - A more feasible scenario could see Alphabet's valuation rise to $8 trillion, especially if the AI market expands significantly, positioning the company for future advancements [12][13].

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Since OpenAI launched ChatGPT, Alphabet Inc. (NASDAQ: GOOG , NASDAQ: GOOGL ), aka Google, has been known as an AI leader, yet the stock hasn't always represented this fact. The company is starting to see more signs of their AIAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

Since OpenAI launched ChatGPT, Alphabet Inc. (NASDAQ: GOOG , NASDAQ: GOOGL ), aka Google, has been known as an AI leader, yet the stock hasn't always represented this fact. The company is starting to see more signs of their AIAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

Key Points Alphabet's current valuation looks attractive. The business is a leader in artificial intelligence. This is a high-quality company with a wide moat and strong profits. 10 stocks we like better than Alphabet › Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) ascent to becoming a $3 trillion behemoth has undoubtedly made many long-term investors rich in the past couple of decades. The gains aren't letting up; shares have surged 45% just in the past three months (as of Sept. 26). This top tech s ...

Core Insights - Alphabet has returned $343 billion to shareholders over the past decade through dividends and buybacks, with a remarkable 30% return year-to-date in 2025, outperforming the broader market [2] - The company announced a 5% increase in its quarterly dividend in April 2025, raising it to $0.21 per share, marking a shift from a growth-focused strategy to a balanced capital allocation approach [3] - A $70 billion share repurchase program was authorized in Q1 2025, one of the largest in corporate history, reflecting management's confidence in the company's financial performance [4] Financial Performance - In the first half of 2025, Alphabet reported Q1 revenues of $90.23 billion (up 12% year-over-year) and Q2 revenues of $96.4 billion (up 14% year-over-year), supporting aggressive capital returns and investments in AI and cloud computing [5] - GOOGL ranks 3rd for the highest total capital returned to shareholders in history, indicating strong shareholder return practices [7] - The total capital returned to shareholders as a percentage of market cap appears inversely related to growth potential for reinvestments, with companies like META and MSFT showing faster growth but lower capital returns [8] Growth and Valuation Metrics - GOOGL has demonstrated a revenue growth rate of 13.1% over the last twelve months and an average of 10.2% over the past three years, with a free cash flow margin of nearly 18.0% and an operating margin of 32.7% [11] - The company trades at a P/E ratio of 25.9, offering a higher valuation compared to the S&P, along with greater revenue growth and improved margins [11]

Group 1 - Lakehouse Capital's "Lakehouse Global Growth Fund" achieved a net return of 33.4% for the year, outperforming its benchmark which returned 18.4% [1] - Since its inception in December 2017, the fund has delivered a total return of 254.4%, significantly higher than the benchmark's 139.9% [1] Group 2 - The second-quarter 2025 investor letter highlighted Alphabet Inc. (NASDAQ:GOOG) with a one-month return of 15.76% and a 52-week gain of 47.84% [2] - As of September 26, 2025, Alphabet Inc. (NASDAQ:GOOG) closed at $247.18 per share, with a market capitalization of $2.985 trillion [2] Group 3 - Concerns regarding Alphabet Inc.'s near monopolistic position in Search have emerged, particularly due to potential competition from new AI alternatives like ChatGPT [3] - Despite these concerns, Alphabet is considered well-positioned due to its extensive user base and significant investments in AI technologies [3]