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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: Labadal   😊 😞
Number: of 442 
Subject: Re: Will the Sexy Six Strut or Stumble?
Date: 08/25/25 10:33 PM
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No. of Recommendations: 4
I'm starting to wonder whether two divergent winning paths may be possible among the Sexy Six in the AI data center buildout race:

--One or two of them win that race and take most of the available profit (if any); and
--The first of them to fold on its giant capex spend also wins, similarly to Meta with its big metaverse capex reduction a couple years ago.
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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