Alphabet Inc. (Googl): Taurus’s case theory

We encountered a Saudi thesis On Alphabet Inc. (Googl) on Serge’s Substack. In this article, we will summarize the bull thesis on (Googl). Alphabet Inc. (Googl) at $ 166.18 as of 3^road June. (Googl) was P/E to the front 18.55 and 19.23, respectively, according to Yahoo Finance.

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Alphabet Inc. (Googl) is a stable +12 % growth year on an annual basis in the first quarter of 2025, supported by force in the cloud and subscriptions, even with the extinguishing of the research growth and YouTube. Google Services remains the dominant sector of $ 77.3 billion, driven by basic products such as Search and YouTube, while subscriptions rose to +19 % of growth.

Google Cloud +28 % on an annual basis greater to $ 12.3 billion, with an operating margin expanding to 17.8 %, driven by infrastructure and AI products such as Vertex AI and Gemini. CAPEX rose to $ 17.2 billion in the first quarter, which is part of investing an amount of $ 75 billion in the 25th fiscal year in the AI ​​structure and the cloud infrastructure.

The Google trench is still exceptionally strong, reinforced by scale costs, network effects, IP, and switching costs. With the search share of 89.6 %, 1.5 B users per month of an artificial intelligence overview, Deep Degeper (4M+ Gemini Devs), Google continues to control many digital and digital fronts.

The acquisition of Wiz for $ 32 billion enhances cloud safety and is in line with Alphabet Sovereign AI and the Foundation’s strategy. Gemini 2.5 Pro performs artificial intelligence standards, which are now included via 15+ products with 500 meters+ user, while Gemini Daus reached 35 meters.

Financial, Alphabet improved margins in all areas-the operating margin increased to 33.9 %, the net margin reached 38.3 %, and the share was well distinguished with a 1.9 % decrease on an annual basis in distinct stocks. The company reconfigured 15.1 billion dollars in shares and paid $ 2.4 billion of profits, indicating the continued capital discipline. Tam Alphabet now exceeds $ 2.2 tons, the advertisement, the cloud, and Amnesty International.

Despite the concerns of AI’s disorder, the research remains flexible. With the expansion of artificial intelligence liquefy, infrastructure, and the control of the ecosystem, the alphabet is placed to maintain long -term growth and defend its competitive advantage.

Previously, we covered Alphabet Inc. (Googl) in January 2025, where we summarized a Saudi thesis By Charlyai on Substack, where it has been at the thesis on the high competition of Amnesty International, which threatens Google’s dominance, but the shares decreased by 14 % since then reflects the disruption concerns. The new thesis turns into a focus into AI in Alphabet, the growth of the strong cloud, and the deepening of the trench – which leads to its decline as the leader of the Amnesty International infrastructure, and not a backward occupation.

Alphabet Inc. (Googl) is listed in our list from 30 shares more popular among hedge boxes. According to our database, 227 hedge porridge (Googl) was held at the end of the first quarter, which was 234 in the previous quarter. While we recognize the dangers and possibility of (Googl) as an investment, our conviction lies in the belief that some artificial intelligence shares have a greater promise to provide higher and limited returns than negative risks. If you are looking for a very cheap inventory of artificial intelligence and is also a major beneficiary of the Trump and Bundge tariff, see our free report on The best inventory of artificial intelligence in the short term.