When the market sold off last week on renewed fears of AI bubble and stretched valuations, Alphabet Inc. ( GOOG , GOOG:CA , GOOGL ) had reached new all-time highs. OverI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My articles primarily focus on comp ...