Alphabet Inc. (GOOG) earns a Buy rating under the Quality Growth framework, driven by robust fundamentals, accelerating EPS, and a deepening competitive moat. GOOG's proprietary TPU chip stack reduces dependence on NVIDIA, widens its infrastructure moat, and enables cost and performance advantages in both AI training and inference. Google Cloud's $460 billion backlog, 63% revenue growth, and 32.9% operating margin provide a visible and substantial catalyst for future EPS compounding.