$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Loading up on this pullback like there's no tomorrow. 103% GCP growth is hard to ignore, and at this pace it could pass Azure by 2028. The negative free cash flow isn't a concern to me. That's all by design and will swing the other way, also by design. No one can match the AI flywheel here. It's just getting started.
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