Opportunity or risk? Here's an expert opinion. Google's parent company Alphabet has a forward PE ratio of only 18, lower than the average of the S&P 500... Gemini's market share has increased from 5% to 21% in a year, Google Cloud's quarterly revenue exceeded $15 billion, a 34% growth, search revenue is accelerating again, Waymo autonomous driving is expanding into cities, and their self-developed AI chip TPU is beginning to compete for Nvidia's customers... Both Anthropic and Meta are using these self-developed AI chips.

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