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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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6 views
Alphabet Inc. is undervalued as search remains highly sticky, with significant user switching costs and dominant market share unlikely to erode quickly. AI competition fears are overstated; Alphabet's Gemini and proprietary TPUs provide a cost and performance edge, supporting future growth and monetization. Antitrust risks are manageable, with forced divestitures unlikely and probable remedies having limited impact on Alphabet's core business or profitability.
