Asking if Alphabet's 17% surge is meaningful acceleration or headline-driven
Marley Kayden
Angelo Zino
Alphabet's rerating long overdue, started with search monopoly case outcome in July/August
Asking if past 2-3 weeks signal Google moved to offense
Marley Kayden
Angelo Zino
Alphabet now showing double-digit growth in search/YouTube vs consensus mid-single digits
Asking about Berkshire stake as validation driver
Marley Kayden
Angelo Zino
Berkshire investment validates Alphabet fundamentals and free cash flow generation
Asking if Alphabet can become dominant vertically integrated AI company challenging Nvidia
Marley Kayden
Angelo Zino
Alphabet can realistically gain mid-single digit chip market share as Nvidia drops to mid-70s by decade end