GOOGL

"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."

"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."

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

"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"

"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."

"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."