AI Software & Hyperscale · Gemini + TPU + DeepMind + Waymo. The full vertical.
$GOOGLAlphabet
Alphabet is the only public company that designs its own AI silicon (TPUs), trains its own frontier models (Gemini), runs the leading AI research lab (DeepMind), and operates the most ambitious autonomy bet (Waymo). The integration is the moat; cannibalization of search is the risk.
We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Alphabet (NASDAQ:GOOGL) ranks #2 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 265 Top Pick Of: Chase Coleman — Tiger Global Management Alphabet (NASDAQ:GOOGL) is the biggest holding of billionaire Chase Coleman’s Tiger Global. What was once seen as […]