GOOGL

"Amazon, Alphabet 6"

"Alphabet's performance has been stable this year."

"So, we're Google Alphabet specifically, we can see that it has reclaimed the 50-day simple moving average, and that was at around $359 or so."

"We also got paid a very very small dividend from Google Alphabet."

"SoFi, Google Alphabet, Rocket Lab, Oscar, Meta, Cash Position, Micron, which is crazy to say that yes, I've taken profits along the way, but I'm still up 1,153% on the remaining shares here, DLOC, Rubric, Robin Hood, Uber, New Holdings, Netflix, Reddit, Shift 4, Axon, and then these two positions here."

"Alphabet takes the top spot, 6.72%"

"Alphabet or Google at 5.4%"

"Apple, I should say I Alphabet is about to turn negative."

"That's when you're going to find Amazon, Alphabet, Nvidia, Microsoft, all for much more reasonable valuations."

"Next up is Alphabet, the parent company of Google."

"Alphabet announced that its 2026 capital [1114s] expenditures are projected to be 180 to [1117s] 190 billion and that it expects 2027 [1120s] capital expenditures to significantly [1123s] increase compared to 2026. This equity [1126s] offering is part of Alphabet's plan to [1128s] fund its investments in a balanced way [1131s] while retaining a healthy balance sheet."

"Well, we have Apple, American Express, Coca-Cola, Bank of America, Google, Chevron in the top positions."

"likely buying Google now for Birkshare with 7% of the stock market portfolio is better which simply means a P ratio of 27 for a growing company like Google is better than the not growing inflation eating money in the treasury"

"Why is Birkshshire buying Google?"

"OpenAI, and Google already dominate."

"I think Meta's move isn't surprising because Google had a lot of success raising 45 billion in in a very short underwriting period."

"In this case, even under $600 per share. The most recent one is what we predicted after Google raised 80 $85 billion."

"Number six, number one is Google. Then you have YouTube, Facebook, Instagram. Number five is already chat GPT."

"Thank you very much. So, Google Alphabet, as you can see, this is a name that last year was also treated like a meta right now. Everybody was hating on it, etc. Guess what? It's up 118% over the past 12 months. It was also very very cheap last year while the business was doing well. Okay, this is usually when the disconnect happens and this is when good investors start to take advantage of it."

"Now, the first investment they did is he acquired an extra $10 billion in Alphabet or Google."

"Aman sold completely out of Google."

"And by the way, with Google, right, it did reach $400 per share."

"Alphabet is trying to do proposed offering current underwritten offering, $30 billion underwritten public offerings"

"if it works out for Alphabet, I would not be surprised to see the other companies start to do the same."

"Alphabet, by the way, if SpaceX is going public, if Entropic is going public, Alphabet has a stake in these types of companies."

"Apparently Google's mandatory convertible stock sale is going to be overs subscribed."

"Alphabet keeps increasing capex, keeps investing an insane amount of money in this whole buildout. The business is doing exactly what it should be doing. the stock finally got rewarded."

"I do want to focus on Google, what they have done, and how that affects the overall market."

"Google is doing this because okay it it makes sense for them but Meta is doing approximately the same but it doesn't make sense for them and so we're not rewarding that company."

"Hopefully I do get to buy even more Google if it drops lower."

"Google announced a proposed $80 billion equity capital raise to expand AI infrastructure and compute."

"Google down 3.8%"

"Google McDougall up 148%"

"Google last year, right? Nobody wanted to be a part of Google. Uh, you know, that was one of the most common things. Why Google? It's dead. I don't know."

"Let's compare it to Google. Google right now is worth about $4.5 trillion. Their annual revenue is about $400 billion. So, you're paying about 11 times sales for Google versus 91 times for SpaceX."

"Amazon, Google was my winner from the last two years. Been absolutely phenomenal."

"So Microsoft, Amazon, Google, etc."

"the large US hyperscalers like Microsoft, Amazon and Alphabet have become dominant buyers of this company's products."

"Stock number one, Alphabet. Now, most people know this as Google. Or if you're a fan of this channel, I like to call it the googly moogly."

"Let's look at Nvidia and Google Alphabet. Nvidia $5.2 trillion, Google $4.6 trillion."

"Well net income $159 billion for Nvidia over the last 12 months or a Google which is a bit higher than that right now $160 billion in net income."

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

"So, this is Alphabet. This is what I'm [345s] showing right now."

"Moving on to Google which in my opinion is also one of the biggest winners in this whole AI race. So Google IO is happening right now and this is what they showed us."

"Also want to talk a little bit about Google. Google IO is happening right now. They've already made some big announcements and I think the numbers speak for themselves."

"Although the number two winner or pretty close to being the number one, Google is closing in quite quickly. We'll talk about Google in a bit."

"To anchor the core [431s] software layer of the strategy, I'm [433s] looking directly at Google. Google [435s] operates as the ultimate digital [437s] monetization toll booth for global [439s] information."

"What did all the companies do? Meta 3 to five, five and a half, Google 3 to six, Microsoft 3 to six, Amazon four to five, not that much."

"Google Alphabet"

"Alphabet"

"Dorsey's Asset Management did sell out [660s] of Google Alphabet"

"So, what happened? Well, they pivoted [362s] from Google to Microsoft. Now, he [365s] already said that it's not because they [366s] are bearish on Google. They're still [368s] very bullish on Google, but because [370s] they've been adding to Google when [372s] everybody hated it."

"and it did buy [504s] Google in that quarter."

"Meta, Alphabet"

"They sold [761s] a little bit of Alphabet"

"Google Alphabet [613s] with a huge huge jump. It's 5.83%"

"Bill Aman just I think he sold either Netflix or Google. He sold something to buy more of Microsoft."

"Get into something like Google. Get into something like AMD."

"Next we got Google. Now, this has been my big winner alongside Palunteer, alongside Tesla. Okay, Google is another one. If you missed out on it, do not worry, guys, because there's things in the pipeline for you to make amends with."

"Same exact thing with Google, same exact thing with Meta, you name it."

"you're getting an easy money stock kind of like we got with Google last year. You could be looking at the exact same situation with Meta in short order here and it won't take much to fall down to those levels either."

"Google I believe that's the second biggest market cap in the entire stock market right now. Their current year expected revenue growth is 22%."

"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."

"These next plays, if you miss AMD, if you miss MU, if you miss Google, I don't want you to worry, okay?"

"Companies like Meta, Amazon, and Google, they are spending insane amounts of money, billion, hundreds of billions of dollars on AI infrastructure, data center, chips, power, all of it."

"just like last year with Google was also a pretty big company at $150. Well, guess what? We're closing in at $400 a year later."

"That's three plays for you guys, AMD, Google, and Nvidia. If you don't have nothing else, do me a favor and make sure you at least have the quality good companies that is outperforming this year, okay?"

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

"If you made money with Google, let me know down in the comments below."

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

"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?"

"This is a business that I would be surprised if it doesn't do $100 billion dollars of revenue 2 years from now. And this is just one business business."

"The sentiment has completely shifted for Alphabet, and for good reason. I think this is the easy button in artificial intelligence."

"Alphabet is a stock that's up a little bit year-to-date, 5% year-to-date. Over the past year, you can see that shares are up 113%. This is actually the biggest position in the asymmetric portfolio."

"You can go back to 2023, that was when they moved to positive operating income. They're actually losing money on an operating basis for Google Cloud before that."

"So, if you want an easy button button in technology and artificial intelligence today, you don't know which company to bet on, Alphabet is my bet."

"So there you have it, the five stocks that I'm excited about in May: Hims & Hers, Lyft, Adobe, Alphabet, and On Holding."

"Let's talk Alphabet. Google just did a quick check on how how been performing this week. Up more than 10% this week alone. Strong outperformer when you think about the Magnificent 7. They did so well on their earnings. What's your take on Alphabet, Google? Alphabet is probably going to eclipse Nvidia at some point in the next couple months is is my expectation. They're within 6% right now of Nvidia's market cap. And my expectation is that they will win the race to 5 trillion, the market cap 5 tr"

"Going back to Alphabet Google, how much of a threat is Alphabet Google to Nvidia's dominance in chips? I'm not really focused on whether they're going to compete in the chip market. I think both of them will continue to dominate. And if the AI promise and the AI boom is what we all expected to believe, at least the bulls expected to believe, both of those companies will do just fine."

"The Mag 7 really have had to play catch-up this year and I think we've seen that in the last month. Everything came back with a pretty good amount of strength, but we've seen the separation with Nvidia, with Google, Alphabet leading the way. And to me, the earnings story this week re- reaffirmed that separation because we had so much strength from Alphabet and the other stocks kind of uh fizzled out, so to speak. And Amazon was pretty good as well, but Alphabet really stood out to me as the big "

"Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

"I think Google, parent company Alphabet, would disagree. The competition so far is coming heavily from Waymo, which I know for a fact Paul has actually used and had experience with."

"Google would be number one. That's been coach probably best play over the last 12 months is Google, okay? Ticker symbol is g o o g l, all right? You need to be where the winning is taking place. That is one of those ones, all right? We got that at $120 and it is now over 300 and $30, okay? And climbing higher rapidly."

"and Rochette banked over $3,592 on Google."

"My shares are up significantly, and my January 2027 $300 leaps are printing cash right now because we identified the value before the rest of the crowd caught on. But, even with the stock currently sitting around 386, I still see a path to my bull case target of $441."

"Now, Google Cloud has really been the star of the show for Alphabet over the past couple of years."

"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."

"You go into a ticker like Alphabet."

"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."

"This is one of the reasons that I think Alphabet is just the no-brainer stock in artificial intelligence today."

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

"Google McDougall up $42,000."

"Next up here, Google McDougall. A+ Google McDougall, look at this. 22% revenue growth. Nice strong number for the company."

"Google"

"Microsoft and Alphabet each scored five points,"

"Alphabet three."

"Alphabet five,"

"Alphabet two,"

"Alphabet one."

"Alphabet three,"

"Alphabet comes in at 18.2%."

"Alphabet, Google search, YouTube, and a cloud business that is quietly becoming one of the more interesting growth stories in this group."

"Alphabet at 16.1%,"

"Alphabet is third at 17.4%"

"Alphabet 32.8%"

"Alphabet at .91,"

"Alphabet also scored five."

"So when I look at like a meta [524s] think about it they have tons and tons [526s] of personalized data. That's the reason [527s] why their ads are the best in the [528s] business right there with Google. That's [530s] the reason why Google is so well as [531s] well."

"But in [596s] regards to applying that [597s] application over a large, large scale, [599s] that right there is where companies like [600s] Meta and Google and Apple and others are [601s] going to really dominate in regards to [603s] that."

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