Quick ReadGOOGL dropped 7% despite a 199% EPS surprise and 24% revenue growth, creating a buying opportunity at just 16x earnings. Alphabet's Cloud growth hit 82% with a $514 billion backlog, making it more compelling than Microsoft or Amazon at a market-average multiple. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. The Three Reasons I Keep AddingFirst, Google Cloud is accelerating. At a P/E of 16, I am paying a market multiple for the company running the most aggressive AI infrastructure program in the index.