12d (edited) • 🤖Ai Community /ذكاء الاصطناعي
MINDRA ADVANCED AI 4th Task Full Analysis For Investing in AI at Google
Evening everyone
I wanted to share a quick analysis for anyone interested in investing in AI at Google.
I used a 4-step framework: Descriptive, Diagnostic, Predictive, and Prescriptive.
1️⃣ Descriptive (What’s happening now?)
- Alphabet’s Q3 2025 revenue: $102.3B ✅
- Google Cloud is growing fast due to enterprise AI demand
- Gemini 3 launched across Search, Workspace, and enterprise tools
- Capex increased to scale AI infrastructure
2️⃣ Diagnostic (Why is this happening?)
- Enterprise AI contracts are driving Cloud growth
- AI in products boosts user engagement and revenue
- Heavy investment now for future profit
- Competition and pricing pressure exist
3️⃣ Predictive (What could happen next?)
- Base Case: Cloud grows 25–30%, margins improve gradually
- Bull Case: Cloud grows 35–45%, strong AI adoption
- Bear Case: Cloud grows 10–15%, margins may compress
4️⃣ Prescriptive (What should an investor do?)
- Track Cloud revenue, backlog, Gemini usage, and capex
- Conservative: 3–6% allocation, hold long-term
- Balanced: 6–12% allocation, dollar-cost average
- Aggressive: 12–20% allocation, tactical positions
✅ Key takeaway: Google’s AI strategy is a long-term growth opportunity, especially in Cloud and AI products.
Investors should monitor KPIs closely and make data-driven decisions.
For the dashboard, I've created 2 dashboards :gemini https://gemini.google.com/share/5dd8cb131c09 and Z ai
Please follow this link :Z.ai Code Scaffold - AI-Powered Development, and you can read the full report attached
Many thanks 🌸
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MINDRA ADVANCED AI 4th Task Full Analysis For Investing in AI at Google
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