GOOG

"Human-to human dialogue data is essential for model training, driving contract renewals with OpenAI and Alphabet."

"Birkshshire Hathway put 10 billion dollars into Alphabet, the parent of Google, to fund its AI buildout recently through a private placement."

"The second topic that we're going [22s] to discuss is the major news that came [24s] out last week with Google issuing shares [26s] to raise money to invest in more capex [29s] and potentially Meta doing so as well."

"Now next up is Google. Guys, I [491s] don't know what to say. I've been [492s] beating the drum on this one for years [493s] now. Um hopefully everybody starting to [495s] actually feels like everybody's getting [497s] on board here with what not only Google [499s] was doing and how stupid undervalued it [501s] was when we were just gobbling up [502s] shares, but in regards to the business [504s] itself that it's an incredible business, [506s] okay? And that nobody does ads better [509s] than Go"

"They're, of course, working with Google as well, Google Gemini. So, that's very good for Google"

"I believe they also sold Google recently, $920 million per month deal with Google to provide AI computing power."

"Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS, Ferrari, Starbucks, Google, O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon."

"It's very very different than a Google for example or a Tesla or anybody else of that nature."

"Or even just Google last year, right, where it was dead and nobody wanted it. And obviously, you see what it's done. An incredible run and super easy money."

"The ones who panicked missed Amazon, Apple, and Google going from small names to some of the most valuable companies that have ever existed in the world."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"Whether it's going to be Meta with Metai, Google with Gemini, OpenAI with their own hardware products that will come out in the future"

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"Broadcom makes custom chips for a lot of the we can call it a lot of the hyperscalers right uh think Google think Amazon other companies like that right"

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"Shares of Alphabet are down about 4% in [2s] trading on Tuesday after the company [3s] announced a massive $80 billion equity"

"As an Alphabet [468s] shareholder, I actually love this move [470s] because it's relatively low dilution, [472s] only about 2% dilution. Gives them a ton"

"maximize this, you can see that Alphabet [128s] shares are trading near an all-time [130s] high."

"This is one of [320s] those moves that I think is Alphabet [322s] being opportunistic in the open market,"

"dilutive to Alphabet as it is let's say [97s] to Anthropic who just raised $65 billion [100s] at less than a $1 trillion valuation."

"But this is why companies like a Google are in a very very good position."

"Microsoft and Google sell between 8 and [763s] 12 times sales."

"is number four Google is number five then we now have a cash position That's worth 7.6%."

"It is not a very well- diversified business like Google, Amazon or Microsoft."

"Mark Zuckerberg was asked point blank if Meta is planning on building out a cloud to compete with Azure. um Google Cloud and AWS."

"You have Google that's taking a breather."

"Google is Google. We thought it will be disrupted by AI. It is getting even stronger."

"Google was undervalued. Should we sell or not?"

"selling Google"

"Google"

"Meanwhile, Google, Amazon, and others are quietly building their own custom chips to reduce their dependence on Nvidia. Their bare case is not that Nvidia fails. is that the growth slows just enough to make a very expensive stock look overpriced."

"So I've put here [347s] Microsoft Google Amazon Meta DQs and the [350s] S SNP. What can you see right here? You [354s] can see that one, two, two names. One is [358s] Google, the other one here is Amazon."

"Google, Amazon, and Microsoft are all desperately trying to design their own custom silicon to break free from this dependency."

"Do I plan on adding? No. Could I potentially take some more profits if they continue to move upwards? Very, very likely, just to increase the cash position. And then we'll see. Then we'll see if we do see a small correction, let's say, in the back half of the year."

"Then we have Google at just under 9%. So at number five, 8.22%."

"Microsoft, Apple, [676s] Google, Amazon, Meta are genuinely [678s] profitable businesses with real earnings [680s] and high returns on capital."

"Um I I'm not expecting uh Google or Meta type of money printing, right?"

"The point being, I can only lose 100% over here. Obviously, with the Palantir, or even just the run we've gotten in Google in just the past year, more than makes up for anything that happened over there."

"Bigger than Meta, bigger than Google, bigger than anything ever seen."

"I don't know if you saw this headline today, Tanner, while you were there, but Google announced a new $15 billion investment in building data center infrastructure in Missouri, including a new data center in New Florence, Montgomery County."

"That that that one's so weird to me, right? because I mean it it's Google has already Google cloud like it it's that one uh that one still uh I would love to hear maybe either Tanner Neil or Sam's thoughts or even your submits on why would Google want to do that right they they have Google cloud already what's the point of building another Neo cloud player it's um is there going to be a niche space about that or it's it's still confuses me after I read it numerous times"

"You know what's so funny is Google's one of uh you know the largest purchaser of Nvidia chips. Nvidia is not in the talks here. It's all about TPUs. It's all about Gemini. Um, but but not a lot of NVIDIA talk to be honest. Uh, but it's been a lot of fun. Honestly, there's like the the team at Google is very very smart and I'm super excited what they're going to do with a lot of these models, specifically Gemini Flash 2.5. Um, but uh, yeah, no real insight for Nvidia, I would say. Just more token"

"Companies like [325s] Amazon and Google went public very early [327s] in their growth cycle."

"But the bare [868s] case is the flip side of that. Competing [870s] with AWS, Microsoft, and Google on cloud [873s] infrastructure might force their margins [875s] to stay low forever."

"Coming in at number seven is Google. Hey, it's redot right now. People are, you know, I love the company as a whole. I actually think it has more room to run here into the future, but, you know, I like the pricing this time last year a heck of a lot better when nobody wanted Google."

"the Google decision, for example, even if they bought in February, so far it has been a good purchase."

"And they also bought Google when it had its strongest rally and when it was overvalued."

"Now, we don't know when they bought Google. We don't know the exact time. We don't know the exact day. We don't know anything. We just know they bought it in the first 3 months of the year."

"and maybe Google is also turning into an anchor or into a you could say a favorite stock of Greg Abel."

"For example, my individual investments in stocks like AMD, Nvidia, Google, and Microsoft over a decade ago have had three to 10 to sometimes a hundred times better returns than the total market index fund."

"Google, the other ticker being 1.56%"

"and Google Alphabet GOOG, which is [525s] the one without the voting rights, but [526s] it's the same exact same thing."

"Google Alphabet at number three."

"and 9.15% trim from Google"

"And Bill Ackman replied to my tweet and he said that he actually bought Microsoft and sold Google. While Chris Hohn sold Microsoft and bought Google. So, it's a kind of the opposite trade, you could say. And it's going to be interesting to know who's going to end up being right. I personally believe Bill Ackman will end up being right. Meaning, I believe the right trade is to sell Google and buy Microsoft."

"And I'm not going to say look at Google, but I'm going to tell you the way I think about it."

"I continue to think that Alphabet is the easy button in AI. If you think AI is going to be something big in the future, but don't necessarily know which stock is going to do well, this one gives you kind of exposure to everything."

"Alphabet, long-term viewers of this channel know that Alphabet was one of my favorite stocks in 2023 and 2024 and throughout really most of 2025. You can see it's absolutely gone crazy the last few months."

"Okay. We had Google go crazy today."

"Hyperscalers Amazon and Google that are building clusters."

"If what they just said if what Google just said is true, meaning that the business becomes less cyclical um over time. Um that is definitely a very exciting uh de development."

"Hyperscalers Amazon and Google that are building clusters. Original equipment manufacturers HP and Apple that put memory into laptops. Retailers Best Buy, Amazon, and local pro consumers where SanDisk branded cards."

"that we've already seen Google, Amazon partner with Broadcom to make their own chips."

"Google 9.15%."

"Last year, you could buy Google at $150 per share for quite a while, actually."

"I've taken profits from Google, from Rocket Lab, from Micron, from AMD."

"then if we do see some smaller dips here for a Google if Google for some strange reason goes back down to 350 maybe under it"

"The hyperscalers, Microsoft, Amazon, Google, Meta, and Oracle are spending over $700 billion on AI infrastructure this year."

"Then [521s] Intel signed a multi-year deal with [523s] Google to build custom chips for their [525s] internal cloud infrastructure."

"Google number two. I mean it's at $400. So yes, even with such a large company, you can be up 150%."

"Has worked out before with an Alphabet, for example. Business was doing quite well."

"Same story here with Google at $400 per share."

"Our [599s] next stock now listen guys, if you told [601s] me that Google was your favorite stock [603s] in the Mag 7, I would not argue with [605s] you."

"Broadcom announced a huge deal with Google and Anthropic."

"Google was a dead stock and so far behind that they were dead as a company, okay? And I'm not even talking about 2022 when you could pick it up for 80 bucks, you know, or even in 2024 when you could pick it up for just over 100 bucks or so, 120. We're talking about last year. It could be had for just $150 per share, and for years prior to that, obviously, we had it just as low as $80. And for years, all I heard while I was busy buying was that it's a dead company, you're dead money, you're wasti"

"Companies like Microsoft and Google are like eight to 10 times sales."

"The next one is Alphabet. Now, this this has taken over as my number one play. This is my number one play for 2025, but it is my number one play for this year by default just because my runners, they were minor shares. I think I made 300,000 off this play alone, okay?"

"that's three plays for you guys, AMD, Google, and Nvidia."

"We had AMD, Google, and Nvidia, okay?"

"It is up 25% year-to-date. If you guys been with me, you know we got this at $120, okay?"

"So, the headline numbers [495s] for Google do look incredible. I mean, [497s] again, 63% year-over-year Google Cloud [500s] revenue growth. And I think that this is [502s] the main reason why Google stock saw so [505s] much buying after its earnings report."

"Even though Berkshire owns companies like Coca-Cola, Bank of America, Google, and others, those companies are going up in value."

"And in this chart, we can [557s] clearly see that Meta is the company [559s] that is growing the fastest. And Meta is [561s] about to overtake Google as the largest [564s] online advertising platform."

"Don't look past Alphabet. They are going to be one of the hidden winners in the market today. This is why this is one of the companies that's in my Asymmetric Portfolio. It's actually the biggest position because I think there are so many advantages that the company has, not just in their operations, but in these investments they've been making for years."

"Alphabet owns about 10% of that company, too. So, that could be another 200 billion dollar stake that we're going to see if they go public later this year. So, this 3.8 trillion dollar valuation, it's very possible with Anthropic alone, there's a equity value somewhere around 200 billion dollars. Add in another 200 billion dollars or so from SpaceX. You start to see that there is massive value on Alphabet's balance sheet. They are the hidden winner from some of these AI startups."

"I wouldn't be surprised to see at least in excess of a trillion dollars. That means somewhere between 100 and 200 billion dollars worth of value just sitting on Google and Alphabet's balance sheet."

"The relationship with Anthropic alone worth several hundred billion dollars for Alphabet."

"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."

"This is not the same as looking at financials for Google or Amazon or even Tesla or any of those other companies out there."

"Quantum computers [831s] from Google, IBM, and Rigetti all rely [835s] on superconducting systems"

"SoFi 129%. Google McDougall 115%."

"Google Cloud reported $17.7 billion of revenue in Q4 of last year. That's up 48% year-over-year with 30.1% operating margins."

"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

"The hyperscalers, Microsoft, Google, and Amazon, form the platform layer of Anthropic's Project Glass Wing."

"Amazon, Google, Microsoft, and Oracle have all lined up to deploy it in the second half of this year."

"They also designed the custom AI accelerators that Google uses to train and run its own models, and the networking switch that move traffic inside hyperscaler data centers."

"The next company on the list is Alphabet, where they own the most used search engine on the planet, the largest video platform in YouTube, an Android operating system that runs over 70% of the world's smartphones, and the only cloud business growing faster than Amazon or Microsoft."

"Next, I'd put $20 into Alphabet."

"Their custom accelerator chips are built specifically for hyperscalers like Amazon, Google, and Microsoft to run their own AI workloads."

"Analysts have Google forecasted with 25.7% upside over the next 12 months."

"These two companies are major suppliers of high bandwidth memory for Nvidia's Hopper, Blackwell, and Rubin GPUs. Samsung also supplies some of the HBM chips for AMD's Instinct MI350s and over half of the HBM that goes into Google's TPUs through Broadcom. So, if the war drags on, companies like Nvidia, AMD, and Google could start seeing supply chain issues for their memory chips."

"fabs for Nvidia and AMD, Apple and Google, Tesla"

"Companies like Amazon and Google went public very early in their growth cycle, but today they're waiting an average of 10 years or longer to go public. That means investors like us can miss out on most of the returns from the next Amazon, the next Google"

"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."