75% of Enterprise Customers Are Quietly Flocking to This Digital Monopoly: Here Is the 1 Unstoppable Stock I’m Loading Up on This June Quick Read – GOOGL’s Cloud revenue surged 63% to $20 billion in Q1 while operating margin nearly doubled to 33% in a single year. – Despite…
pex more than doubling to $36 billion and free cash flow falling 47%, Sundar Pichai says Cloud demand is outrunning Google’s supply. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL), and June’s volatility has only sharpened the urge. Every time the market panics that the Fed will hold rates higher for longer to fight creeping inflation, cyclical tech gets dragged down with it, and one of the cleanest compounders I own goes on sale. Macro-driven index liquidations have historically been the right backdrop to accumulate world-class monopolies, and Alphabet’s enterprise moat is insulated from central bank posturing.
So I keep loading. The thesis I cannot let go of: Google owns the digital plumbing enterprises cannot stop spending on, and AI is accelerating that dependence rather than breaking it. The bears spent a year warning that generative AI would gut Search.