Alphabet is rated Buy, with a 25% upside to $430 by YE27 and 50% to $515 by 2028. GOOGL's dual strategy leverages AI to enhance core ad businesses and build a cost-advantaged cloud/compute platform, hedging against AI adoption risks. The proprietary TPU system delivers a 44% cost advantage over Nvidia, supporting aggressive pricing and robust margins in cloud and AI services.
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