Alphabet: Still A Hold


  • Alphabet reported solid first quarter results, with top and bottom line growing – only free cash flow declined due to high capital expenditures for AI infrastructure.
  • Especially YouTube and Google Cloud are contributing to growth, but the spotlight is on artificial intelligence and the rivalry between Google and OpenAI.
  • The stock is certainly not cheap, but when held for a decade or longer, it might still be a good investment with decent returns.

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Kenneth Cheung

Similar to other major technology companies in the United States, I have also been rather cautious about Alphabet Inc. (NASDAQ:GOOG) – similar to my perspective on Microsoft’s (MSFT) or Amazon’s (AMZN) stock. However, it

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