automate Tinder replies). But amidst the hype cyclone, Alphabet-yes, *the Google people*-has quietly become Wall Street’s cheapest date at the algorithm ball.
Units of AI Hype Ingested: Too many to count. Number of Times I’ve Regretted Not Buying GOOGL in 2015: 732. Current Willpower to Resist This Stock: Approximately zero.
A Tech Bargain in a World of $10 Avocado Toast
Let’s address the elephant in the room: Alphabet’s valuation looks like it was priced by a spreadsheet that forgot to caffeinate. At 20.5x forward earnings, it’s the Magnificent Seven’s version of a “lightwear” jacket-technically appropriate for winter, but you’ll still freeze your assets off. For context, Meta’s trading at 28.2x (aka “I’m-not-broke-I-just-owe-my-entire-salary-to-a-CryptoPunk” territory). The S&P 500 tech sector averages 38x-a number so high it makes my student loan interest rate look quaint.
Now, before you shout “value trap!”, consider this: Alphabet’s earnings growth isn’t just “meh, fine.” It’s “I-joined-a-yoga-retreat-and-found-inner-peace” levels of serene. Their Q2 numbers? Revenue up 14% to $96.4B. Google Search revenue up 12% to $54.2B. This isn’t some “AI will save us” fantasy-it’s actual, physical money raining down like confetti at a tax audit.
AI: The Ex Who Actually Improved After the Breakup?
Remember when we all panicked that generative AI would turn Google into the next Yahoo!? Turns out, AI Overviews-the algorithmic Cliff Notes now haunting 2 billion monthly searches-are basically Google’s new wingman. It’s like hiring a personal assistant who answers questions before you finish typing them. And their AI Max tools for advertisers? Converts campaigns into cash cows with 14% more efficiency. Advertisers love it. I love it. My cat, who once peed on my “Buy Now, Think Later” investment manual, also seems supportive.
Stock Chart Update: Still haven’t sold my 0.0001% stake. Baby steps.
Why Alphabet’s AI Stack Feels Like a Three-Course Meal
Let’s geek out for a sec. Most companies build AI like my attempts at sourdough-half-baked and reliant on someone else’s starter. Alphabet? They’ve got the whole damn bakery. DeepMind handles the “mad scientist” vibe, Google Cloud provides the computational brawn (aka “the gym bro of AI training”), and Gemini acts as the charming front-end ambassador. Meanwhile, Microsoft’s still waiting for OpenAI to return their calls, like a jilted lover sending “Hey” on read.
Final Verdict: Alphabet isn’t just playing the AI game-they’re the house. And at these prices, I’ll take a double portion of whatever they’re selling. 🎄
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2025-08-21 15:17