This AI Stock Has Everything I Look for in a Long-Term Winner. Here's My Case.

One investor contends Alphabet (GOOG/GOOGL) stands as the premier long‑term winner in AI, arguing the company’s dominant advertising‑driven core funds its AI ambitions. The Nasdaq CTA Artificial Intelligence Index is up about 40% this year, with roughly 30% of that gain in the last three months. Alphabet’s first‑quarter revenue reached $109.89 billion, up 22% year over year, with about 81.5% of that from advertising. The company benefits from leadership in search and browser market share, with Google Search at 90% global share and Chrome at 68%. Alphabet is deploying its Gemini AI across its ad infrastructure to boost performance and new AI experiences.