Google needs 'big bang breakup' that would value its businesses at $3.7 trillion as AI threatens Search

Goog is one of my largest positions. I'm bullish on the company and thinking about going all in.

The stock has been punished for fears it seems to be:

1. Out of the AI race (it's not, Gemini is fantastic)
2. Search is dead (it's not but it probably will be given enough time. However, it could easily be like tobacco companies that have great margins and exist for decades as solid businesses without growth due to personal habits)
3. Will be broken up

This last point is fascinating to me because as I understand it, if it were to be broken up, shareholders would receive shares in all of the constituent parts.

Meaning, I would get a shares in GCP, YouTube, Search, Waymo, etc. I would LOVE to have shares in any of those businesses individually.

The article below values all of Google's businesses at a staggering $3.7 trillion.

[https://finance.yahoo.com/news/google-needs-big-bang-breakup-that-would-value-its-businesses-at-37-trillion-as-ai-threatens-search-analyst-171143842.html?guce\_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce\_referrer\_sig=AQAAADxZpheK3u8TveRxgpzmaZCVXvQ7wAOPpW-pIlY8Xa6bYSOX99OVwn9LAuPPLqTzyKGtgE7I74IzSfrlQUAWHvaU53JttuhwRj4hUNZpWhflmHfDyjLhHxhX7YXdK\_b68waPP1g545TNU2lkXrZJWlAiysD8Px6AqA6xPVXqThK7&guccounter=2](https://finance.yahoo.com/news/google-needs-big-bang-breakup-that-would-value-its-businesses-at-37-trillion-as-ai-threatens-search-analyst-171143842.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAADxZpheK3u8TveRxgpzmaZCVXvQ7wAOPpW-pIlY8Xa6bYSOX99OVwn9LAuPPLqTzyKGtgE7I74IzSfrlQUAWHvaU53JttuhwRj4hUNZpWhflmHfDyjLhHxhX7YXdK_b68waPP1g545TNU2lkXrZJWlAiysD8Px6AqA6xPVXqThK7&guccounter=2)