Do Think Alphabet (GOOG) is Facing a Disruption Threat from ChatGPT?

3 weeks ago 8

Soumya Eswaran

Wed, December 17, 2025 astatine 7:11 AM CST 3 min read

Platinum Asset Management, an concern absorption company, released its Q3 2025 capitalist missive for “Platinum International Technology Fund”. A transcript of the missive tin beryllium downloaded here. The money was up 6% successful the 3rd quarter, driven by beardown show from AI-oriented holdings. The portfolio holds astir 30% of its involvement successful AI infrastructure stocks and is positioned to payment from important concern successful the AI build-out. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Platinum International Technology Fund highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. The one-month instrumentality for Alphabet Inc. (NASDAQ:GOOG) was 5.03%, and its shares gained 61.84% implicit the past 52 weeks. On December 16, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $307.73 per share, with a marketplace capitalization of $3.715 billion.

Platinum International Technology Fund stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

"To date, the maturation successful OpenAI idiosyncratic engagement has travel astatine the disbursal of Alphabet Inc. (NASDAQ:GOOG). Whilst Google Search inactive holds the largest hunt motor share, their stock of full hunt queries is little than 70% (see Figure 3). We deliberation this inclination volition proceed arsenic ChatGPT improves and the accepted hunt acquisition continues to degrade arsenic the unfastened net is further inundated with debased prime generative AI contented and advertising.

Alphabet Inc. (NASDAQ:GOOG) is successful the 7th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 186 hedge money portfolios held Alphabet Inc. (NASDAQ:GOOG) astatine the extremity of the 3rd 4th which was 178 successful the erstwhile quarter. In the 3rd 4th of 2025, Alphabet Inc. (NASDAQ: GOOG) achieved its first-ever $100 cardinal successful revenue. While we admit the imaginable of Alphabet Inc. (NASDAQ:GOOG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.