GOOGL

"first, let's look at a Google Alphabet right now. Year to date, it stock is up 6.5%. So definitely underperforming the broader market. Over the past 12 months, it's up 37.4%"

"a lot of people are looking at Google alphabet at the moment and are freaking out a little bit right"

"Is Alphabet stock cheap or expensive at 339 per share?"

"Alphabet is in phase four, the capital return phase."

"companies like Alphabet, Marcato, Libre, and Amazon. These are some of my top personal holdings"

"وألفابت الشركة الأم لجوجل"

"Enough to make Alphabet one of the three biggest things that Berkshire owns."

"وضخت بيركشاير 10 مليارات أخرى في ألفابت. تمكن من الحصول على خصم قدره 6.5%على ذلك. اشتروا السهم بـ 350، وحصلوا على خصم من سعر السوق البالغ 380 أو 390، ولكن هذا كل ما في الأمر. سعر السهم الآن أقل، لذا دفع جريج أبيل سعراً مبالغاً فيه."

"So, up first, we have here Google Alphabet. Google Alphabet sits again in a area where it is consolidating. It's an area where yes, if you would like to add more or maybe start a position if you want. I do think these types of areas right now 330 340 is quite attractive."

"أما خدمات الاتصالات فأنا أحتفظ بالكثير منها، والتي تشمل ميتا وجوجل ونتفليكس."

"For context, Alphabet's operating margins are 34% and AMD's are around 17%. So, set another way, for every dollar they all make, Nvidia keeps twice as much as Google and almost four times as much as AMD, which are two of their biggest competitors in the AI chip market."

"We'll start off here with Google Alphabet. So this one is sitting right on the 100 day exponential moving average on the daily."

"We then have to talk about the clouds and the hyperscalers. So AWS, Microsoft, Google, Oracle and of course also the NeoCloud, a core reef and abuse."

"Moving on to the usual checkup, Alphabet, SoFi, Nebus, Netflix, Marcado, Libra, etc., etc."

"Speaking of Google Alphabet, this is basically it, right? This is Google Cloud. We've seen growth accelerate. Last quarter, 81.8% year-over-year growth. And of course, this happens when the dollar amount gets bigger and bigger and bigger. And it also happens at the same time where margins become better and better, 35.5%. With of course a Google Alphabet, what we've also seen is well negative free cash flow last quarter."

"Coach, my winner has been Google."

"Okay, like Alphabet has $811 billion in purchase commitments and they also have about 91 billion in leases not started. That's off balance sheet. You don't even see it on the balance sheet. So, Alphabet alone has about $900 billion dollar billion dollars of debt not on a balance sheet."

"And the star of the show was Alphabet, Google's parent company. Berkshire grew its Alphabet stake by about 83% to roughly 106 million shares worth around 38 billion instantly making it Berkshire's third biggest stock holding."

"Finally, the big one, Alphabet, the stock that split these super investors right down the middle. The business is on fire. Last quarter, revenue grew 24%. Search grew 17% and this very thing you're on, YouTube grew 13% and Google Cloud exploded 82%."

"He also has nearly half of his entire portfolio sitting in one single stock, Alphabet."

"مثل Anthropic و OpenAI، وجزئياً جوجل ومايكروسوفت، مشكلة أكبر."

"جوجل ومايكروسوفت هما مزودان فائقان"

"شركات الحوسبة فائقة النطاق هي شركات مثل جوجل أو مايكروسوفت أو أمازون أو أوراكل"

"Anthropic تنفق مبالغ ضخمة على الحوسبة مع أمازون وجوجل"

"الشركات العملاقة مثل جوجل وأمازون ومايكروسوفت وأوراكل لديها أعمال حقيقية هنا."

"لقد بعت أسهمي في جوجل. أردت تقليل انكشافي على الذكاء الاصطناعي."

"تنوع مصادر الدخل الذي تتمتع به جوجل ومايكروسوفت."

"when you're investing, you want to have Uber, you want to have Google, especially names that have become culturally relevant."

"This is what I've been doing with Google, for example, using a trailing stop-loss because I am up over 200% in that play, but I don't want to just get out prematurely."

"Meta. Meta is one that I want on your radar. Okay. Meta and Google. That rounds out my five. Okay. Meta and Google."

"I have no idea because Alphabet look at the stock price. It has boomed now on the AI bubble to justify the market cap of 4 billion."

"this 800 billion in contractual purchase commitments for Alphabet, Meta, Microsoft, Amazon a little bit less Oracle also there but not yet commenced."

"Coach, my winner has been Google. And you guys know, I've showed it to you. I have walked this down with you guys. We got Google at $92."

"سألني بعض الناس :" لكن يا آدم، كما تعلم ، أمازون وميتا وجوجل ومايكروسوفت وما إلى ذلك، إنها تحصل على الكثير من الديون."

"جوجل ارتفعت 7%"

"ألفابت"

"جوجل مقومة بأعلى من قيمتها قليلاً"

"جوجل"

"So let's start off here with a Google Alphabet."

"أنا شخصياً أحد مساهمي جوجل. لذا، عندما رأيت لأول مرة أن "بيركشاير" تزيد من حصتها بشكل كبير، كنت في غاية السعادة، لكنها تمثل سابع أكبر مركز استثماري لديهم فقط."

"تمتلك شركة بيركشاير هاثاواي الآن حصة تزيد قيمتها عن 31 مليار دولار في شركة ألفابت."

"السبب الأول من الأسباب الأربعة وراء قرار بافيت بشراء جوجل. عائد مرتفع على رأس المال."

"لماذا تفضل "ألفابت" على غيرها وما الذي دفعك لبدء هذا المركز الاستثماري؟"

"وفي حالة جوجل، كان العمل رائعاً لفترة طويلة جداً."

"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."

"Three, Google Alphabet. Not only because they're investing $25 billion this year in an AI arms race, but also because it passed all four of my signature stock analysis filters."

"Alphabet"

"جوجل"

"Now, with Alphabet, we can see what the market is expecting this company to do revenue-wise over the next coming fiscal years."

"But we do have Alphabet on Wednesday. We do have Intel, Thursday, after the market closes. Unfortunately, I will not be able to cover Intel until probably Monday, because I'll be flying to Barcelona. But I will be covering, of course, Alphabet. And, Alphabet, I still like it. I, I still think this can become the biggest company, the most valuable company on the planet."

"Alphabet, we have Tesla, we have Service Now, IBM, Intel, Nokia. So, it's going to be one hell of a week. We're going to have a look at what the market is expecting to see from these companies."

"Now, Alphabet, as you can see, is still up 9.7% year to date. But at one point, right, at the end of March, it was actually down 20.6%."

"Berkshire is buying Alphabet. That's just a liquidity situation."

"And that's when companies like a Google Alphabet 337s come in and say, "You know what?"

"And that's of course uh Google Alphabet."

"Six companies, Amazon, Meta, Nvidia, Oracle, Alphabet, and SpaceX have borrowed more money than ever in history"

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"The [1131s] magnificent seven, Apple, Microsoft, [1133s] Nvidia, Amazon, Alphabet, Meta, Tesla [1136s] make up onethird of the stock market."

"And that now brings us to the cheapest and most beaten down of the megas, Alphabet, designing its own chips called TPUs, so it isn't paying the Nvidia tax the rest of the industry already pays."

"We also have Mark Mahaney weighing in on Alphabet, talking about why he believes it's still today such a strong stock"