GOOGLAlphabet
Demand CreatorsTarget allocation 11%
One of the very companies driving AI capital expenditure — and, unlike most of that spending, able to fund it from its own cash flow. The demand side of the equation, not just a beneficiary of it.
This is a short English summary. The full thesis — buy/sell conditions, earnings notes, and the reasoning behind them — is only published in Japanese.Read the full Japanese record →