“The AI Frenzy in Markets, As Understood by Two Value Investors”
Alphabet is a strong long-term investment (10 years) due to its cash reserves, cloud/AI infrastructure pivot, and brand trust, despite short-term threats to its ad model from AI agents and negative free cash flow.
What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?
I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?