Google search traffic is holding and YouTube TV continues to gain traction in a declining streaming space, something Landon Swan of LikeFolio sees as a strong bullish indicator for Alphabet (GOOGL). He takes investors through his firm's consumer data tied to Google cloud, YouTube, and Gemini to highlight what he calls a "pretty clear story" for Alphabet's growth. Landon expects scrutiny on CapEx to decrease the more Alphabet proves its AI endeavors are boosting profits and margins.