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Posted by
Two Blokes May 27, 2025 -
Filed in
Stock
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5 views
Alphabet is undervalued, with excessive pessimism about search and too little optimism about its AI leadership and innovation pipeline. Google's AI capabilities, especially with DeepMind and Gemini, have surpassed OpenAI in several benchmarks, leveraging unmatched data assets and integration into its ecosystem. Search revenues may peak within the next years, but structural tailwinds and a growing global middle class will keep it a cash cow for at least a decade.
