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Alphabet Inc. (GOOG): A Bull Case Theory 

We came across a bullish thesis on Alphabet Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on GOOG. Alphabet Inc.'s share was trading at $246.57 as of September 25th. GOOG’s trailing and forward P/E were 26.29 and 23.36 respectively according to Yahoo Finance.

Alphabet (GOOGL) has proven resilient despite repeated investor concerns about disruption. Earlier in 2025, sentiment-driven fears that AI would erode its search dominance and weaken CEO Sundar Pichai’s leadership drove the stock down nearly 30%. Yet fundamentals never...