The Most Misunderstood Giant in Tech Is Still Just Getting Started
Over the past twelve months, while AI headlines lit up the market and tech stocks soared, one of the most powerful, profitable, and innovative companies in the world barely moved.
This year, the company stock has been even quieter. Shares are up less than 1 percent in 2025.
That’s exactly why now might be the time to pounce.
The dominant narrative that this company’s core business is fading has grown louder with each month.
Search is going away. Chatbots are taking over. It’s too big, too slow, too old-school for the new AI economy.
Then earnings came in.
And just like that, the story is changing again.
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Q2 Earnings Say More Than the Headlines
Alphabet [GOOG] just posted another strong quarter. Revenue reached $96.4 billion, a 14 percent increase year over year, with every major business line demonstrating strength.
Search revenue was $54.1 billion, up despite growing competition.
YouTube ads generated $9.8 billion, surpassing expectations.
Google Cloud posted $13.6 billion in revenue, a 32 percent increase.
Net income climbed nearly 20 percent to $28.2 billion.
EPS beat at $2.31, well above consensus.
This is what quiet dominance looks like.
While headlines focus on smaller, splashier names in AI, Alphabet continues to generate billions in free cash flow and reinvest aggressively in the infrastructure, platforms, and tools that will shape the future of technology.
This quarter, it raised its 2025 capital expenditures forecast to $85 billion, citing stronger-than-expected demand for AI services and Google Cloud.
That’s $10 billion more than originally planned.
That’s not a company bracing for decline. That’s a company betting on long-term growth.
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Search Is Not Going Away
The biggest concern about Alphabet is that its search engine is under threat.
New AI engines, such as Perplexity, OpenAI, and Anthropic, are starting to chip away at market share. But the panic may be overdone.
CEO Sundar Pichai confirmed that overall search queries continue to grow year over year.
More importantly, the company’s new AI Overviews feature is driving over 10 percent more queries for the types of searches that use it.
AI features aren’t replacing traditional search. They’re expanding it.
Right now, Alphabet’s AI summaries appear at the top of some search results. The company reports more than 2 billion monthly users for these Overviews.
That is not a marginal add-on. It is a new, scalable way to deliver search that still runs through Google’s monetization engine.
The idea that AI will kill search assumes that Alphabet won’t adapt. History says otherwise. When mobile overtook desktop, it adapted.
When video disrupted written content, it bought YouTube.
When Microsoft tried to take market share with Bing AI, Google accelerated Gemini, Project Mariner, and its browser-integrated agents.
It may not win every race. But it rarely loses the war.
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So Many Levers Left to Pull
Alphabet is not a one-trick pony. If anything, the stock’s sluggish movement over the past year hides the range of growth options it has lined up.
YouTube continues to grow both revenue and engagement, with Shorts gaining traction.
Cloud is scaling fast and now serves major players like OpenAI.
Gemini and the company’s broader AI push are central to a long-term product refresh.
Other Bets, including Waymo and Verily, are small today but carry massive optionality.
Hardware, while not dominant, continues to support the ecosystem and AI strategy.
Most importantly, Alphabet has demonstrated a willingness to cut costs, reassign talent, and allocate resources strategically.
The company’s $2.4 billion deal to acquire Windsurf and its team demonstrates its commitment to hiring top AI talent.
This is not a firm frozen in place. It is moving quickly, and with purpose.
That flexibility is a feature, not a bug.
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Valuation Still Looks Reasonable
At a time when high-flying tech names are trading at 40, 50, or even 70 times earnings, Alphabet trades at just 21.7 times trailing earnings.
It offers a modest dividend, strong margins, and a massive cash position.
The market cap stands at $2.3 trillion, but with a diversified revenue base, a growing cloud business, and AI monetization plans, many analysts see room for further growth.
For long-term investors, this is one of the few megacap tech names that still looks reasonably priced, especially given its earnings momentum and capital discipline.
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Final Word
Alphabet is not broken. It is not falling behind. And it is not done.
This quarter’s results should put to rest the idea that AI will kill its core business.
In reality, Alphabet is embedding AI into everything it does, growing usage, raising monetization, and deepening platform stickiness.
It has plenty of levers left to pull, ample capital to deploy, and a wealth of talent to lead the next wave of innovation.
And while other stocks sprint ahead and grab headlines, Alphabet is quietly building one of the most resilient, scalable, and profitable platforms on earth.
This stock might not move fast. But it moves with purpose. And over time, that’s what matters most.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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