Buy GOOG by Jul 23, 2029.

Alphabet just reported another blowout quarter for Google Cloud — revenue jumped 82% year-over-year to $24.8 billion, smashing estimates. This isn’t just growth; it’s acceleration driven by explosive enterprise demand for AI infrastructure and tools. My brain says: Over the next 2–3 years, we’re likely to see a wave of consolidation. Smaller and mid-tier cloud providers will struggle as customers increasingly prefer the major hyperscalers. Google and Microsoft Azure offer deeply integrated AI across their full product suites (compute, data, …