Some investors are panicking over Alphabet’s delayed Gemini 3.5 Pro, but the real story is booming AI adoption: 900 million monthly users, fueled by deep integration into Search, YouTube, and Android. Alphabet’s not just building AI—it’s monetizing it, raking in $1.2B last year, while Apple pays $1B annually to use Gemini as Siri’s brain. Plus, they’re cooking up a next-gen AI chip that could boost performance 6-10x. The stock’s lagging, but the AI moat is widening. Maybe it’s time to pause the sell order.
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