Google About to 10x Off Agentic AIAlphabet Inc.BATS:GOOGLWagsCapitalAlright, no dashes, just straight talk: If you believe agentic AI is going to take off and actually become a core part of everyone’s daily life, Google is the best setup out there. They already have the user base, the data, and the infrastructure. Think search, Android, Gmail, YouTube, Maps, Chrome, and their cloud business. When agents start handling people’s shopping, emails, research, travel bookings, and even business ops, who do you think is going to provide all the backend and get the cut on every transaction? Google. It’s the same reason Nvidia exploded. Everyone needed their GPUs for AI. Now, when everyone needs a digital agent, that agent will run through Google’s stack and Google will get a slice every time. Whether it is transaction fees, premium AI services, cloud usage, or new ways to monetize ads, Google will be there at every layer. If agentic AI becomes as big as people are predicting, it will basically become the new operating system for how the world gets things done. Google is in the best position to own the rails and the agents themselves. Everyone else just becomes an app inside Google’s world. My trade is simple. I keep buying GOOGL, especially on pullbacks. I ignore the noise and sit on it. You get the protection of their old businesses and massive upside if AI agents really take off. TLDR: When the agentic AI wave hits, Google will be the casino. Everyone else will be just a player at the table.