Alphabet reminds me of companies that last generations. Q2 revenues $96.4B (+14%). Cloud +32%. Margins 32.4%. EPS $2.31 (+22%). CapEx $85B in AI and Gemini with 450M users. At 25x P/E, undervalued for the long run. Buy for grandchildren, keep forever.
NVIDIA at $183 is a top AI tech pick: its dominance in....
Dell’s deepened partnership with AMD for
The market narrative is shifting. Apple is increasingly being valued as a services-driven compounder, not just a device manufacturer.
NVIDIA at $183 is a top AI tech pick: its dominance in....
Dell’s deepened partnership with AMD for
The market narrative is shifting. Apple is increasingly being valued as a services-driven compounder, not just a device manufacturer.
Quarterly Summary Q2 2025 – Alphabet Inc.
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Quarterly Summary Q2 2025 – Alphabet Inc.
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
Quarterly Summary Q2 2025 – Alphabet Inc.
Amazon is a top pick for a decade-long hold
