Microsoft (MSFT) is mentioned as another Hall of Fame company currently trading at an undervalued price.
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Alphabet Stock Analysis: My Final Verdict | GOOG Stock Deep Dive Part 7
May 12, 2026
Alphabet's AI business is showing strong growth, particularly in its workspace segment and cloud backlog, which nearly doubled due to enterprise AI offerings and TPU hardware sales. Despite increased capital expenditure guidance, the company sees unprecedented demand for AI compute resources, suggesting strong future revenue potential.
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Nvidia (NVDA) is positioned to benefit from Alphabet's massive investments in AI infrastructure and chip development.
Taiwan Semiconductor Manufacturing Company (TSM) will benefit from Alphabet's substantial AI-related capital expenditures.
Broadcom (AVGO) is a partner in Alphabet's AI chip building and will benefit from their increased capital expenditure.
Alphabet (GOOG) is a strong buy due to surging AI demand, expanding cloud backlog, and competitive TPU hardware sales.
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GOOGbuy opened May 12, 2026
-9.82%