Alphabet may be the best-positioned AI stock for the next 5 years

Alphabet may be the best-positioned AI stock for the next 5 years. Not because it has Gemini. But because it has the cash machine to fund Gemini. Google Search prints money. YouTube prints money. Android gives it distribution. Google Cloud gives it enterprise customers. TPUs give it custom AI chips. Now Alphabet plans to spend around $180B to $190B on AI infrastructure in 2026. Google is no longer just an ad business. It’s becoming an AI infrastructure company with a search monopoly. AI is expensive. Data centers are expensive. Chips are expensive. Power is expensive. The winners in AI won’t just build models. They’ll own distribution, data, compute, and cash flow. Alphabet has all four.