Micron is well-positioned to benefit from the demand-supply mismatch in the memory market. Alphabet is monetizing its AI technologies at a global scale.
Alphabet is an artificial intelligence leader with multiple growth opportunities. Amazon is the market share leader in both e-commerce and cloud computing.
Alphabet (GOOGL) has experienced setbacks in the past. Its stock dropped by over 30% within less than two months in 2022, resulting in billions in lost market value and eliminating significant gains in a single correction.
Alphabet Inc.'s 'TorchTPU' initiative aims to directly challenge Nvidia by making TPUs competitive in both hardware and software, with Meta as a key partner. The pending acquisition of Intersect is expected to secure critical energy and data center assets, supporting GOOG's AI and infrastructure ambitions. Despite a forward P/E rising from ~14x to 28x in 2025, I believe GOOG's growth prospects ...
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