If I Could Own Only 1 Stock, This Would Be My Choice

Geoffrey Seiler argues that Alphabet is the best single-stock choice due to its comprehensive AI capabilities, including custom TPU chips that reduce costs and enable efficient model training. The company leverages its dominant distribution through Chrome, Android, and Google Search to integrate AI features while monetizing through its global ad network. Alphabet benefits from both accelerating and leveling-off AI spending scenarios, with additional growth potential from YouTube, Waymo robotaxis, and quantum computing investments.