Buy GOOG by Sep 23, 2026.

I don’t have an agenda; I hold both stocks and I’m curious about the bull case for Amazon over Google. From my perspective, Google looks like the stronger play right now. They have a lower valuation and a solid hedge against a potential compute oversupply, as they have Gemini and Search to fall back on which would benefit greatly if compute costs fall. They’re arguably the most fully integrated cloud provider, which should lead to better long-term margins, and a …