Alphabet: Independence From NVIDIA Will Boost Future Growth (NASDAQ:GOOG)
· seekingalpha.com
Alphabet (GOOG) gets a Buy rating: TPU moat vs NVIDIA, booming Google Cloud backlog and margins, and attractive ~25x P/E.
The extent to which the market was wrong about its fears of AI disrupting the Google search model are well documented. Since then, Alphabet Inc. ( GOOG ) has be...