I'm Bullish GOOGL ,what do you think of GOOGL

I’d like to share my current thesis and position on Googl,I’ve been adding to my position recently around the $300 mark, tbh, I see a clear path for the stock to double over the long term. We’ve seen a solid run for tech over the past year, and the pullback Cuz of the war,we saw in late February provided a necessary cooling off period for the AI hype cycle. Looking at the broader market flow, it’s clear that capital rotated out of tech and into defensive plays like Energy and Consumer Staples. However, with the peace talks circulating in early April, we’ve seen a sharp snap back in the major tech leaders. Among these, I’ve chosen to go heavy on Google. Here is the logic behind my conviction: If you look at the price action since the early April rebound, the move has been disciplined. Apart from the surge on Apr 8th, the gains have been steady and measured rather than parabolic. To me, this suggests strong institutional accumulation rather than speculative retail chasing. The analyst consensus is shifting favorably. Reports are consistently pointing to Google Cloud outperforming expectations, and the integration of AI driven ad optimization is clearly beginning to show up in their margins. Many analysts are currently pointing to an undervaluation relative to its growth trajectory. Product Momentum: Recent data shows Gemini usage has climbed to 27%. Furthermore, Google I/O has evolved from a niche developer conference into a major showcase for their AI roadmap, which I believe will be a massive catalyst for sentiment. I believe we are currently in a setup phase before the next leg up. I’m expecting the upcoming earnings report to act as a significant rerating event for the stock. I’m curious to hear the community’s take on this,am i right? What are your expectations for next month’s I/O?