GOOG Stock: The 'Missed AI' Narrative and What You're Not Being Told

Google's "AI Winter" is Officially Over? Don't Make Me Laugh.

Okay, so some analyst is claiming Google's "missed AI narrative" is dead? Give me a break. Just because their stock is doing okay now doesn't erase the last two years of fumbling around while other companies actually, you know, shipped AI products.

The "Outpacing Nvidia" Fantasy

This Daniel Sereda guy, chief investment analyst at some family office, thinks Google outpacing Nvidia is some kind of victory? That's like celebrating your kid finally learning to tie their shoes... in college. Nvidia is building the shovels everyone needs in this AI gold rush. Google's just trying to convince us their shovel is also gold-plated.

And "Beyond the Wall Investing"? Sounds like something straight out of a bad spy novel. I’m sure their “high-quality analysis” will cost you an arm and a leg.

Let's be real, Google's "AI winter" wasn't just about tech. It was about perception. They had the tech, probably still do. But they completely whiffed on the marketing, the messaging, the whole damn vibe. They looked like a bunch of out-of-touch academics while companies like OpenAI were busy building the future.

Smoke and Mirrors? Or Just Plain Luck?

So, what changed? Did Sundar Pichai suddenly develop a personality? Did they finally figure out how to make Bard not sound like a chatbot from 2015? Doubt it. More likely, the market just got bored with obsessing over Nvidia and decided to throw Google a bone.

This whole thing reminds me of the dot-com bubble. Remember when Pets.com was worth billions? Just because a stock goes up doesn't mean the underlying company isn't still kinda... dumb.

I mean, this Sereda guy even admits he has a "beneficial long position" in Google. Color me shocked. He's talking his own book. And Seeking Alpha? They're basically saying "don't blame us if you lose your shirt." Offcourse, they have to say that.

What I want to know is, are people really using Google's AI stuff? Are they building real businesses on it? Or is it just another shiny toy that'll be forgotten in six months when the next big thing comes along? I honestly don't know.

The Bitter Pill

Look, I get it. Google's still Google. They're not going anywhere. They have more money than God and a stranglehold on search. But this "missed AI narrative is dead" nonsense? It's premature, at best. They need to prove they can actually innovate, not just repackage existing tech and slap an "AI" label on it. The claim that Google's "missed AI" narrative is dead comes from an analysis published on Alphabet Stock: The "Missed AI" Narrative Is Officially Dead (NASDAQ:GOOG).

Then again, maybe I'm just being cynical. Maybe Google really has turned a corner. But forgive me if I'm not ready to break out the champagne just yet.

So, What's the Real Story?

It ain't over 'til the fat lady sings, and Google ain't even on stage yet. They're still backstage, tuning their instruments and hoping nobody notices they forgot the lyrics.