Nvidia, Meta, Alphabet, and SharkNinja: Why This Manager Thinks All Are Winners
1. Kalra highlights AI as a key growth driver for GOOGL and others. 2. Generative AI is seen as a transformative technology, similar to the internet. 3. Alphabet is well-positioned with its AI models and large researcher base. 4. Market share stability is crucial for Alphabet's and AI's growth prospects. 5. Kalra remains confident in early AI investments despite current spending concerns.