AI Wins the Day & So Does America

When Judge Amit Mehta chose not to break up Google last week, the headlines focused on antitrust. 

But the bigger story is about American innovation — and how it keeps winning.

The Justice Department wanted to carve up Google by forcing divestitures of Chrome and Android. They wanted to stop the company from paying Apple to be the default search engine. 

In short, they wanted to punish success.

The judge saw the truth. Search engines are yesterday’s fight. Today, the battle is artificial intelligence.

Google, Microsoft, OpenAI, and a wave of startups are spending billions to build smarter software, faster chips, and massive data centers. 

The pace of innovation is staggering. No company can afford to sit still. That is real competition.

This ruling is a win for consumers and for America. 

It means the technology companies in our portfolio can keep investing instead of wasting time slicing themselves apart for Washington. 

It also affirms something capitalism has proved time and again: progress comes from innovation, not regulation.

For long-term investors, that is what matters. Lawsuits and regulations will always make headlines. 

But mega trends like AI reshape the entire economy. Search, advertising, finance, health care, and AI are reaching into all of them.

That is why our portfolio is built for this future.

Alphabet remains a cornerstone. With unmatched data, global reach, and custom AI chips, it is positioned to lead. This ruling lets management stay focused on building the future.

Our portfolio includes Arista Networks, which produces the high-speed gear that runs AI data centers, Taiwan Semiconductor, which manufactures the advanced chips that power them, and Brookfield, which builds and finances the massive facilities that serve as AI’s factories.

These are the picks and shovels in a gold rush. 

Billions must be spent just to keep pace. That spending fuels demand for chips, networking, and power. The tailwinds are enormous.

Politicians can argue, and regulators can write rules, but technology keeps moving forward. 

When America is free to innovate, prosperity follows.

As shareholders, we are not spectators. We are owners. With Alphabet and our other AI leaders, we are positioned to ride this wave for years to come.

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To your prosperity,

Charles Mizrahi
Prosperity Insider