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Google just dropped 7%—but don’t let the headlines spook you. This isn’t just about Apple throwing a curveball; it’s about whether Alphabet is still the quiet powerhouse you want in your portfolio. I’ve spent the week dissecting what’s really going on behind the scenes—and whether the path to $260 per share is a moonshot or a calculated bet.

In this newsletter, I’m diving deep into:

🍏 The Apple Shockwave – Did Cupertino just crack Google’s search dominance? Or is Wall Street overreacting to AI-driven headlines?

🔍 Google Search: Crown Intact? – AI Overviews, Lens, Circle to Search—Google’s not giving up the throne. The numbers might surprise you.

📉 A 7% Dip, a $260 Dream? – We break down Barron’s bold target, analyst forecasts, and whether Alphabet is now a value play in disguise.

💸 Is This the Bargain of Big Tech? – With a forward P/E under 17 and $12B+ quarterly Cloud revenue, Google’s valuation tells a very different story.

Let’s be clear: there are real threats on the horizon—Apple’s moves, chatbot disruption, and the legal noise around ad practices. But there’s also serious firepower behind Google’s pivot into multimodal AI and deep infrastructure plays. This isn’t just search anymore—it’s about Cloud, Gemini, and a data advantage few can match.

If you’ve ever waited for a pullback to enter a tech titan with long-term upside, this might be your moment. But it’s not about FOMO—it’s about understanding the full chessboard and making confident, deliberate moves.

Let’s stay focused, think long-term, and build smart. You’re not just investing in a company—you’re investing in the future of how the world finds and processes information. 🧠💥

Erwin Dwight

Founder of Investing Wise Academy

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Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.