GOOGL 全部观点

Berkshire Hathaway, they are buying, Warren Buffett specifically is buying, even more Google. Yes, Buffett just added another 45% to his position in the A shares, and he's bumped the C shares up to a 3.2% position in the Berkshire portfolio as well.

So, this is now his fourth largest holding, and the crazy thing is Google has arguably gotten even better value over the past 3 months as well. Back when we covered the first quarter filing, Google was trading around a PE of 30, and Simply Wall Street had it sitting at 20% overvalued from their discounted cash flow.

Companies like Microsoft and Google still rely heavily on outside chip makers to expand their business.

Now, in a different company, one of our members, Baylor, he started dollar cost averaging into Google at around 134 a share. Guys, you got to remember when Google was at 134, it was on its way down to 85. And people were all over Google. It's lost its way. AI is going to replace it. YouTube is replaced by Tik Tok. Let's fire the CEO.

Google, which is my current largest position. It's a $27,000 position with $113,000 in the green. Google today trades at around $347. So at 347, it's trading at a 26 Ford PE ratio and a 1.2% free cash flow yield. I don't believe that Google's cheap today. I'm not buying it right now. I continue to hold it mostly because it's such a good company and I believe the future is bright for it, but overall it's not a company that I think is a screaming buy. And the buy target that I've set for Google is $250, so around $100 less than its current price.

Moving on to Google. Start of the week at 343. Shares didn't do anything this week. Drifted lower, but then recovered a down about 0.4% just fractionally to 341.

Want Google's cloud revenue? It's there.

yet that said he just invested tens of billions of dollars in Alphabet and we know that it was Buffett now and not Abel who was calling that decision which is interesting and basically he's called Is negligence of tech companies a mistake?

And although I would say investing in Google was probably one of the safest bets on tech you can make. Prices are high, but boy, I mean, what a quarter we just saw from Google again.

Yeah. For me, Uber, Google, and Adobe are all very, very significant positions in my portfolio,

I'm very proud of Alphabet. I think there's a lot to say about this one and and fortunately mostly positive things to say. It's somewhat funny that Google has been our largest holing from pretty much the beginning of this journey and yet it's probably also the company we spent least amount of time talking about and it might be because you know everybody talks about Google.

There's so much to say about it, but there's also so many people talking about it, we don't really feel the need to say that much about it.

So, what we'll do today, um, we have a tier list prepared. We actually have two tier lists. So, for one, we will talk about um the max 7 companies as you can see here. Plus, we have some extras. So, we will talk about the Max 7s like you know, Meta, Google, Microsoft, those those sorts of companies.

But the pattern that should concern you is that last week Alphabet Google right reported their first ever negative free cash flow quarter as a company negative $5.8 billion after their capital expenditures doubled year-over-year to $45 billion spent in a single quarter company. They raised their 2026 capex guidance to between$1.95 and $25 billion, right? They're they are telling investors, we're going to go spend $200 billion in cash and reinvest it into our business to go build these, you know, data centers and like it's $200 billion. It's just unbelievable.

We heard this story before, but it was with Google just a week ago. And I'll be going over why I support Google's equity raise and I do not support Meta's equity raise.

One of them from the repeated AI skeptic and AI bear which is Gary Marcus tearing apart Google in a viral tweet saying that Google is building out a commodity which is AI.

When I look at my portfolio, I'm heavily invested in artificial intelligence through four hyperscalers. We have Meta, Google, and Microsoft, all spending hundreds of billions of dollars in capex.