Not Nvidia. Not Micron. This Dirt Cheap “Magnificent Seven” Stock Could Be the Biggest Winner of the Trillion-Dollar AI Race – Here’s the Case.

The article argues that Alphabet, trading at a cheap 15x forward earnings valuation, could be the biggest winner in the AI race compared to other Magnificent Seven stocks. Unlike chip makers Nvidia and Micron who only profit from selling products, Alphabet benefits from AI as both a provider and user of AI technology, positioning it for success regardless of which chip designer gains market share. The company's Google Search dominance (90%+ market share) generates $81 billion in ad revenue, while its Google Cloud AI business is experiencing explosive growth.