The current AI saga feels like "deja vu all over again", with Alphabet's trailing-twelve-month (TTM) P/E setting a new all-time low, even below the 2012 level. No one stretch has been harder to hold ...
Alphabet is positioned to become the structural AI winner, with Gemini 2.5 Pro leading benchmarks and Gemini 3.0 showing early signs of a step change. GOOGL's AI integration across Search, Android, ...