Agree on Microsoft and Meta great companies with wide moats and stellar growth. I would take another at Google. So far there is no evidence that search economics is disrupted. Google search becomes different, but economics of search does not need to deteriorate. I did an analysis on Ai impact on Google search, please take a look if interested.
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Agree!
Thank you!
Thank you so much!
Agree on Microsoft and Meta great companies with wide moats and stellar growth. I would take another at Google. So far there is no evidence that search economics is disrupted. Google search becomes different, but economics of search does not need to deteriorate. I did an analysis on Ai impact on Google search, please take a look if interested.