Alphabet ecosystem is feeding Gemini

Todays price and sentiment would be justified if Alphabet didn’t enter the AI race and rely on 3rd party solution like Apple but the fact that they have Gemini which is already proving top LLM in several factors make these prices a huge opportunity. Imagine the amount of data Alphabet have about us from the past 20 years. Google is feeding this information (geo location from Google Maps, search preferences from Google Search, content consumption from Youtube, workflow data from Google Cloud) to Gemini and rapidly evolving it. AI is an opportunity for Alphabet, not a threat.