I believe that Alphabet ( GOOG )( GOOGL ) is making the transition from being a recipient of AI benefits to an owner of AI infrastructure, which adds a new perspective on the whole picture. TheMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-term ...