Hold GOOG by Nov 21, 2026.

Here is my thinking, there are 3 ways a company can earn from AI. 1. Field of dreams, build it and they will come. 2. Boost their core product 3. Sell compute Clearly, Google are doing 3 with their Google Cloud growing 80%, but it's becoming harder to ignore the fact that they are doing 2. Search rev growth was falling, barring the pandemic it was below 10% from 2020 through 2024. It has been near or above 15% for …