Who do you see as the most promising?

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $Meta Platforms(META.US) Google and Meta are both major contenders in the American AI application sector. Recently, Google has performed strongly, with its stock price rising over 2% overnight and hitting a record high at the close. In addition, Google will help Apple run Siri functionalities in 2026, which not only demonstrates Google’s leading technological prowess in AI but also further solidifies its crucial position in the global tech ecosystem. Over the years, Google has accumulated profound technical and data advantages in multiple business segments—search, advertising, cloud computing, and artificial intelligence—which provide a solid foundation for its continued growth.

By contrast, Meta currently looks more attractive in terms of valuation. Meta has an extremely straightforward business model—99% of its revenue comes from advertising on its social apps, with a substantial flow of traffic from its 3.5 billion users worldwide. It boasts an operating profit margin of 49%, an indication of strong monopoly power. The application of AI technology can further increase the precision and efficiency of its ad delivery, giving Meta even greater commercial potential. Even if AI’s contribution to profits is limited in the next few years, Meta’s core social business can still maintain robust net profit, ensuring a steady stream of cash flow.

Overall, both Google and Meta have their strengths. Google leads in technology innovation and ecosystem development, while Meta relies on high profitability and a massive user base to maintain stable cash flow. With AI as a key driver, the future development of both companies is worth watching closely.