$Alphabet(GOOGL.US)
Google remains a “strong buy” in my opinion because 1) it still enjoys a huge, hard-to-match competitive moat - dominant global search market share, massive scale across Android/Chrome/YouTube, (No other engine or app comes close) and 2) deep AI and cloud infrastructure that gives it long-term flexibility and diversified revenue beyond just advertising.
That said, as conversational AI platforms like Chatgpt improve and potentially challenge Google, Gemini will be important to maintain their dominance.
In short, I will be looking to buy more to add to my portfolio.@Bridge Buzz SG
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