1. Google's Q3 earnings exceeded EPS by $0.27 and revenue by $2.05B. YouTube revenue exceeded $50B; Cloud grew 35% YoY. The stock is upgraded to Strong Buy with an expectation of 385% EV growth in 10 years. 2. Despite the threat from AI rivals like ChatGPT and the lagging Gemini, Google must enhance its AI capabilities. 3. The diversification and investments in AI and YouTube support the Strong Buy rating.
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