$Alphabet(GOOG)$ I invested in GOOG stock, seeing potential for a narrative shift and multiple expansion. While recent earnings left some disappointed—especially with cloud growth—Google's long-term strength remains intact. Unlike Meta, Google hasn’t always been transparent with investments, but its capex guidance was a step in the right direction. With strong AI initiatives, dominant search advertising, and room for valuation growth, I see Google as a solid opportunity at current levels. While I like both, I slightly favor Google for its upside potential.