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SOIC Membership: https://learn.soic.in/learn/SOIC-Course Coupon Code: SOICSCANS Presentation: https://drive.google.com/file/d/1yC5D... How to Invest in International Stocks- https://learn.soic.in/learn/How-to-In... SOIC Micro Courses: https://learn.soic.in/learn/categorie... Make Your Own Custom Scan: https://www.stockscans.in/custom-index Use Coupon Code: SOICTRIBE10 to get a special discount TVGP Framework & Checklist Course (ongoing live classes): https://learn.soic.in/learn Masterclass on Investing Using AI: https://learn.soic.in/learn 🏔️SOIC Global Gift City AIF Fund- https://soicglobal.in 🏔️ Persistence Capital (AIF Fund): https://www.persistencecap.in/india/home 🔎 StockScans Platform: https://www.stockscans.in/home Use Coupon Code: SOICTRIBE10 to get a special discount 📡 SOIC Research Services (India + Global): https://www.soicresearch.in/home 7 classes For Financial Freedom (Free): https://learn.soic.in/learn/7-Classes... 📰 Link to the SOIC Newsletter: https://soic.in/blogs Insights with SOIC Substack: https://substack.com/@soic ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ 00:00 - 7th Unique Business 01:22 - 5 Layers of AI Business 04:41 - Why Alphabet Is Unique 06:03 - Alphabet Business Overview 07:44 - Financial Overview & Growth 10:52 - Google Search AI Strategy 15:01 - YouTube Business Model 16:57 - Google Ecosystem & Subscriptions 18:25 - Google Cloud & TPUs 24:45 - AI Growth Drivers & Moats 27:11 - Other Bets & Optionality 28:46 - Alphabet vs Microsoft 29:58 - Management, Risks & Thesis 32:35 - Valuation & Financial Analysis 34:19 - Conclusion ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 📱iOS Mobile Application: https://apps.apple.com/us/app/soic/id... 🐦 Twitter:   / soicfinance   📸 Instagram:   / intrinsiccompounding   📧 Email: [email protected] 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. #soic

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