| GM. This is Milk Road AI, the newsletter that's buying quality stocks on sale. | Google just delivered one of the best quarters in its history but got rewarded with a 7% sell-off. Let's talk about why. | But first, a quick word from the people making your stablecoins actually spendable. | Plasma One lets you spend stablecoins anywhere Visa is accepted and Milk Road readers get $10 back on their first $100 of spend. Start spending in minutes on iOS and Android. | | OUR ANALYST BOUGHT THE DIP IN THIS STOCK 💰 | The market has developed a strange habit lately: | A company posts strong earnings → raises its AI spending guidance → stock sells off → repeat. | It happened again last week with Alphabet (Google's parent company). | They had one of the best quarters in the company's history and the stock dropped more than 7% anyway. | | There were two sets of numbers that spooked the market: | 1. Free cash flow went negative for the first time in Alphabet’s history as a public company. | 2. Alphabet raised its 2026 CapEx guidance (the money it's committing to build physical infrastructure) to as much as $205B. | Every time the market marks down a stock for raising AI CapEx, the underlying earnings power of the business gets cheaper. | The company keeps growing but its price gets discounted. | The business underneath these numbers is not struggling. In fact, it’s compounding. | Take a look at Gemini: | It now has 950M monthly active users. Daily active users tripled over the past year. At current growth rates, Gemini crosses 1B monthly users.
| For comparison, ChatGPT took years to reach 600M monthly users and it required people to actively seek it out and create accounts. | Google has a big advantage when it comes to distribution. | It's already built into products billions of people use every day: Search, Gmail, Docs, Android and YouTube. | Anthropic has a great model, OpenAI has a great model but Google has a great model along with a billion-user distribution network. | That combination is genuinely hard to replicate. | Our analyst Kyle added to his Google position last week. He's down about 13% on that entry but he’s treating this stock as a long-term play. | While the market focused on higher CapEx, Kyle focused on something else: | The underlying business just keeps getting stronger. 👇 | | This is exactly the type of opportunity our analysts look for inside Milk Road PRO: | Great businesses are getting sold off because the market is focused on the wrong metric. | If you want our analysts' full research, exact portfolios and real-time trade alerts, you can unlock everything for just a buck. | |
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