Nicholas Bravery @braven999: "Over the past few nights..."

Thailand

Over the past few nights I have increased my position in **$GOOG (Alphabet)** to around 10-11% of my active portfolio — this now sits as my largest single-stock holding. Why? Alphabet remains one of the most undervalued compounders in Big Tech. It dominates the world’s largest information market (search), owns the #2 digital ad platform (YouTube), and is rapidly scaling a highly profitable Cloud business. On top of that, Google is making real, tangible progress with Gemini and its AI infrastructure — progress that I believe the market is still under-appreciating. When I look at the combination of durable competitive advantages, accelerating AI momentum, and a reasonable valuation relative to growth prospects, $GOOG stands out as the highest-conviction play in my book right now. I’ll continue to add on weakness as long as the fundamental thesis stays intact. Curious to hear your thoughts — is $GOOG on your radar in 2026? $DJ30 $SPX500 $NSDQ100 $GOOGL (Alphabet Inc Class A) https://x.com/Nick_Bravery

Not investment advice. The author may have financial interests in the mentioned instruments.