WEALTHSTEADING Podcast investing retirement money stock market & wealth · John Pugliano
GOOGLE is still magnificent 250904
·17 min·1 clip
John Pagliano argues that the hysteria about Google missing the AI boat is pure speculation, not fact.
As heard by us
A valuation-first defense of Alphabet that treats AI panic as speculation rather than settled fact.
This episode builds a straightforward bullish case for Alphabet. It pushes back on AI certainty by treating a lot of the noise as speculation, then comes back to the parts that still matter: Google's search position, the large installed base, and an ad business that is still…
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