GOOG

"That same week, Alphabet added $15 billion to its capex budget while reporting that their free cash flow turned negative for the first time since Google went public in 2004."

"Alphabet issued over $65 billion worth of bonds so far this year and announced an $85 billion equity raise in June, the biggest raise in American corporate history."

"They did increase their position in Alphabet this quarter, 37.8 billion dollars actually"

"did add 16% to Alphabet, which is worth around, let's call it 9% of the portfolio."

"We don't have any Google Alphabet anymore."

"Alphabet down 40%"

"The biggest buy of last quarter was of course Google Alphabet."

"First up, we have here Alphabet. So, Alphabet is sitting at around $345, $346, which is right around that support line right here at the 100 day. So, if you can hold this area for the next couple of days, that might be our new support. And then we can try to go back to 350, $260."

"Microsoft is, Oracle is, Alphabet is, Meta, everyone is spending their cash flows."

"And just based off everything that I continue to see in earnings and fundamentals, you know, from Amazon, Meta, Microsoft, Google, with their cloud businesses exploding with all of the private equity firms earnings also accelerating with the chips business is accelerating."

"Google is another one, okay?"

"And this is where it's really easy to see growth in Whimo and Alphabet is a company that I own."

"A year 18 months ago, that was Alphabet. A phenomenal buying opportunity for asymmetric investors. One of the biggest positions in my portfolio today."

"We have some news with regards to Google Alphabet, Meta, Mercad, Libé, Axon, Uber, they all reported their quarterly figures."

"The next stock is the new tech conglomerate that is Alphabet."

"I don't know what the AI world is going to look like in 20 years, but Alphabet is going to have a big role to play."

"Let me know what you think about those five stocks. Uber, Alphabet, Hims and Hers, Spotify, and SoFi."

"It's Alphabet."

"There is no other advertising platform on the planet with that kind of reach except maybe Google and YouTube, which is owned all by Alphabet."

"So, how do we actually price Alphabet given the massive spending cycle?"

"First stock on their list is Alphabet. And you know it is Google. For a while, everyone was terrified that AI chat bots were going to absolutely kill Google search."

"So here, Alphabet, we closed out the week at $357."

"So, Alphabet, Alphabet, we've seen it reclaim the 50-day simple moving average. The 100 day sits at 336. So, we are of course higher than where we were last week. And so, the short-term correction, let's say with Alphabet seems to be over for now."

"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."

"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"