John Buckingham considers Alphabet (GOOGL) "growth at a reasonable price stock" compared to its A.I. peers. While he calls Nvidia (NVDA) the "clear" leader in the space, John says Alphabet is a buy even at current levels. John Freeman believes Alphabet still has room to run with its "platform game" and "vertical" approach to A.I. When it comes to the tech trade, he urges investors to stay "picky."