Why I Keep Buying This Stock Every Month

The article argues a bullish investment case for Alphabet (GOOG.OQ), citing accelerating Google Cloud growth, improving margins and a large backlog as drivers of sustained earnings compounding. Key data points: Q4 2025 Cloud revenue of $17.6B (+48% YoY), Cloud operating margin rising to 30.1%, a $240B Cloud backlog, and full-year 2025 revenue topping $400B with net income up 32%. The author highlights attractive fundamentals versus valuation (price ~$339.40, trailing EPS $10.81, ~31x) and strong analyst coverage (consensus target near $360+), while noting 2026 CapEx of $175–185B as an execution risk. Overall, the piece is market-positive for GOOG, framing the stock as a long-term buy supported by AI-driven Search and Cloud monetization, with potential upside if enterprise AI adoption and Waymo investments pay off.