Francesco Russo
๐Ÿš€ ๐–๐‡๐˜ ๐€๐‹๐๐‡๐€๐๐„๐“ ๐–๐ˆ๐‹๐‹ ๐๐„ ๐“๐‡๐„ ๐–๐Ž๐‘๐‹๐ƒ'๐’ #๐Ÿ ๐‚๐Ž๐Œ๐๐€๐๐˜ ๐Ÿš€ The King is waking up. ๐Ÿฆ If you have been following my posts, you know I have been a strong believer in $GOOGL (Alphabet Inc Class A) even when everyone else was selling. I told you this day would come. It just overtook Microsoft. Apple, you are next. ๐ŸŽ๐Ÿ”œ Here is why I believe $GOOG (Alphabet) is on the path to becoming the most valuable company in the world, beating even Nvidia. ๐Ÿ. ๐“๐‡๐„ ๐ƒ๐„๐Œ๐ˆ๐’ ๐‡๐€๐’๐’๐€๐๐ˆ๐’ ๐…๐€๐‚๐“๐Ž๐‘ ๐Ÿง  Since merging Google Brain and DeepMind, the pace of innovation has been insane. Demis Hassabis is arguably the most brilliant mind in AI right now. He has a clear roadmap to AGI (Artificial General Intelligence) and the leadership team is finally executing perfectly. ๐Ÿ. ๐†๐„๐Œ๐ˆ๐๐ˆ ๐Ÿ‘.๐ŸŽ ๐ˆ๐’ ๐€ ๐†๐€๐Œ๐„ ๐‚๐‡๐€๐๐†๐„๐‘ ๐Ÿค– The recent run happened for a reason: Gemini 3.0. It is currently crushing ALL benchmarks. I use it personally every day, and the difference is night and day. It is smarter, faster, and more "human" than anything else out there. ๐Ÿ‘. ๐“๐‡๐„ ๐’๐„๐‚๐‘๐„๐“ ๐–๐„๐€๐๐Ž๐: ๐“๐๐”๐ฌ ๐ฏ๐ฌ. ๐๐•๐ˆ๐ƒ๐ˆ๐€ โšก Everyone talks about Nvidia, but Google is the only company that doesn't rely on them. They build their own chips called TPUs. Funny enough, AI will help to design better and better TPUs in the future. Think of it this way: Nvidia Chips are like a genius with 10 different Bachelor's degrees. They can do everything pretty well (gaming, crypto, AI). Google TPUs are like a genius with a PhD specifically in AI. They are hyper-specialized for one thing only: making AI fast and efficient. Gemini 3.0 was trained entirely on TPUs. This independence is a massive advantage. ๐Ÿ’. ๐“๐‡๐„ ๐‡๐ˆ๐ƒ๐ƒ๐„๐ ๐†๐Ž๐‹๐ƒ ๐Œ๐ˆ๐๐„: ๐ˆ๐’๐Ž๐Œ๐Ž๐‘๐๐‡๐ˆ๐‚ ๐‹๐€๐๐’ ๐Ÿ’Š Nobody is pricing this in yet! Isomorphic Labs (Alphabetโ€™s AI bio-tech arm) is going to revolutionize the Pharma industry. We are talking about billions in future revenue from AI-discovered drugs. This alone could be worth more than most S&P 500 companies. ๐Ÿ“. ๐’๐”๐’๐“๐€๐ˆ๐๐€๐๐‹๐„ ๐€๐ˆ (๐๐Ž ๐๐”๐๐๐‹๐„ ๐‡๐„๐‘๐„) ๐Ÿ’ฐ Here is the uncomfortable truth for other AI companies: Google is profitable. While OpenAI and others burn cash hoping for future profits, Google is financing their entire AI revolution with operating cash from Search and Cloud. Their revenue is growing with AI, not despite it. ๐Ÿ”ฎ My Prediction: Overtake Apple by the end of 2025. Then, it will come for the #1 spot. Are you still bearish? ๐Ÿ‘‡ FR $NVDA (NVIDIA Corporation) $MSFT (Microsoft) $AAPL (Apple) $TSLA (Tesla Motors, Inc.)
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