Google is a buy in the evolving landscape of AI

Alright Fam. Wax Mink Report time.

A ceasefire has been achieved. Trump will likely move his focus back stateside and try to juice the markets, which have been held back by this war. So stocks today are discounted more than normal. The world's economies will be impacted by the closure of the Strait for some time, but the stock market will perform well for tech and energy stocks.

Buy: Google (Alphabet)

Google is actively succeeding in the AI race while hiding its power level. Their models keep pace with the best of OpenAI and Anthropic, while having more complete products for users to use AI. There is still a long way to go, but they look best positioned to succeed across multiple fronts.

Google is also making its own AI chips for its data centers. This is important because it shifts dependence away from Nvidia. All the other players and their buildouts can only move at the pace if nvidia shipping them cards.

Google is also a leader in quantum computing research. Microsoft has a really strong team working on QC as well, but Microsoft consistently makes poor strategic moves at the one-yard line, so I would never bet on them. If Google makes a viable QC and solves quantum resistance for encryption, they will obliterate AWS overnight. They will win all bank and military contracts until a competitor catches up. So buy Google stock! Hold it for at least 1 year if not 2 then evaluate

It’s also worth noting that betting on Google is pretty low risk because its business is so stable with many sources of income.