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# Alphabet: The AI Comeback, Waymo Acceleration, And Browser Battles (Archive)
- URL: https://www.huntingalphas.com/alphabet-the-ai-comeback-waymo-acceleration-and-browser-battles-archive-copy/
- Published: 2025-07-15T18:34:00.000Z
- Updated: 2026-02-28T18:11:38.000Z
- Description: Alphabet’s AI resurgence and Waymo’s rapid rideshare gains underpin an attractive valuation setup.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, GOOGL, Communication Services

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I'm turning bullish on Alphabet, as it is regaining AI leadership with Gemini 2.5 Pro, and crowd-sourced predictions suggest that it will be the leading AI model in 2025.
- Waymo is rapidly expanding, gaining rideshare market share from Uber and Lyft, and is poised for aggressive expansion in more U.S. cities.
- Alphabet trades at an attractive deeper-than-usual discount to peers, with improving earnings expectations.
- GOOGL/SPX500 relative technicals suggest the buyers are defending key support levels and preparing to make moves to the upside.
- Google Chrome faces rising competition from AI-native browsers such as Perplexity's Comet with OpenAI and others expected to enter the browser space as well. This can pressure Google's ad revenue growth.

Read the full article [here](https://seekingalpha.com/article/4801428-google-the-ai-comeback-waymo-acceleration-and-browser-battles?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*