$Alphabet(GOOGL.US) Ever since Google rebranded its AI to Gemini 3, the market has fully embraced it as the top AI play. With OpenAI having fewer headline moments lately, it's almost like they've cleared the runway for Google. Google's market cap is nearly catching up to Apple's these past couple of days. Despite the Fed's hiking cycle, there's still a huge rush of liquidity into the market. I'm seeing so many people making tech their core portfolio lately. Honestly, this whole vibe in US stocks feels a lot like the 2021 rally. I'm not sure if this can hold up in the second half. The entertainment and proprietary TPU growth stories seem fully priced in. To push higher from here, it would need a massive, global wave of capital flooding into the market...