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GOOGL · Alphabet

Search is holding its ground against AI disruption. Gemini is closing the gap on OpenAI, while TPU infrastructure, GCP, and YouTube form three distinct growth engines.

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GOOGL · Alphabet — Search remains intact despite AI disruption, Gemini is iterating fast enough to challenge OpenAI, and TPU infrastructure, GCP, and YouTube each represent independent growth engines.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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