GOOGL 全部观点

He released his 13F model, and he added another 45% to his Google stake. So, he's filling his portfolio with Class A Google shares. It's now the fourth largest investment in his portfolio.

That's a lot of pressure, really, and I think Greg is trying to invest money somewhere he's very confident is in a good position. And why not Google? They've done an amazing job.

If we believe that Google's stock price will reach $400, it won't be There is a lot of profit Which can be achieved here. However, the caveats are I think Google It can reach up to 400 Dollars per share before time Long from December 2027.

Yes If the price reaches 400 Dollars in the summer of 2027, It will have value within The money (in-the-money) is worth 80 Dollars, right? The price will be $400. And if the execution price $320, you're a winner For $80.

It was in Google, with the trading symbols GOOG and GOOGL, where Berkshire injected more than $16 billion, increasing their stake by a shocking 650%, specifically for the trading symbol GOOGL.

The reason I say this huge move was so surprising is because, you know, historically, when Warren Buffett was making all the decisions, Berkshire was really known for putting most of its money into what I have always considered, you know, rather boring, low-growth companies—profitable, of course, but rather low-growth .

Where does Alphabet really fit into the big picture? What's its standing in the market at this point in your opinion? Well, you know, Alphabet's standing, and thank you for having me, is is, you know, it's something that's a little bit lower right now than I think you would have seen a few weeks ago. But to me, it's a powerhouse long-term stock. It's got an amazing long-term record, and frankly, it's built for any weather. So, even though the stock has pulled back, I really don't think the core fundamentals of the business have, and I feel really excited about it.

Google has once again avoided a major breakup of its company. Google succeeds two out of two times .

The report says Microsoft will begin disclosing quarterly revenue for its Azure cloud computing service for the first time, giving investors a clear picture of its business as it competes with Amazon's cloud services or Google's cloud platform.

So, let's take a look at the details of this Waymo-Tesla dispute, and what it ultimately means for Alphabet and Tesla stock investors.

However, Waymo also announced three new markets on Tuesday, expanding its robotic taxi network serving customers in more than a dozen U.S. cities. So, Waymo is significantly ahead in terms of the number of vehicles it tests and the number of trips it provides compared to Tesla.

138 deals in Congress at Google. 71 purchase transactions, 67 sales transactions.

But interesting things also happened today. Uber has decided to lay off 10% of its staff to invest in robot taxis, and Waymo has just deployed another 250 robot taxis in Texas. I think Waymo wants to make sure they have a strong presence.

But my bet is that Tesla will push both Uber and Waymo out of the market within 6 to 12 months. It would be uncompetitive for them to continue in that game.

Well, it's cheap today because the market fears that well, uh Google AI overviews or ChatGPT, these types of AI chatbots are stealing traffic or are taking traffic away from Reddit's website, and Reddit themselves have said that they've seen search traffic, Google traffic come down a little bit.

Obviously, you know, selling that data to the likes of Alphabet, no pun intended, provides a lot of upfront cash Reddit's traffic relies a lot on how Alphabet indexes its links, or Google, I should say, owned by Alphabet.

SpaceX has its own compute. Google has its own compute.

But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.

because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers

Google is maybe their biggest customer and Google has been making their own chips. They're on the eighth generation of their TPU and they still buy a lot of Nvidia chips.

Moving on to Google. Start of the week at $343. Shares were up and down, but finished flat at 343. The FTC is potentially scrutinizing YouTube for account suspension and content policies. It's the Trump administration probably contends that maybe conservative voices or other voices get suspensions. I would as somebody that creates content here. I've never run into this issue. Knock on wood. And thankfully, but I do sympathize with people that maybe push the envelope from an opinion or a