Should I Buy Google Alphabet (GOOGL)? Finance YouTuber Analysis

The YouTuber warns that if hyperscalers like Amazon or Alphabet announce a reduction in their investment spending, it would negatively impact hardware companies. This highlights a concentration risk in the AI sector, as a few large players drive much of the demand. He implies that the current high investment levels are unsustainable.

“Natürlich, wenn jetzt z.B. Amazon morgen im Quartalsbericht sagt, wir werden unsere Investitionsausgaben drosseln bzw. Wir werden halt eben nicht diesen extremen Anstieg leisten. Sollte ein Bewusst sein, was dann eben mit Hardwareunternehmen passiert, bzw. mit den Aktienkursen dieser, weil die Stimmung da relativ schnell kippen wird, ne?”

The YouTuber is long-term bullish on Alphabet due to its diversified business model, strong growth in Google Cloud driven by AI, increasing margins, and robust free cash flow. He believes the company is well-positioned to benefit from the AI trend over the next 5-10 years. However, he considers the current price overvalued and would accumulate more if the stock drops to around $230-$240, which he considers fair value.

“Sollte der Kurs hierhin fallen, dann wäre spätestens hier bei 240 US ungefähr Google fair bewertet und würde natürlich dann wieder vor allem langfristigen Investoren extrem interessante Einstiege wieder liefern.”

The YouTuber maintains a long-term bullish stance on Alphabet, emphasizing its strong fundamentals, diversified revenue streams, and leadership in AI through Google Cloud. He advises existing long-term investors to hold their positions, even if short-term corrections occur, as he believes the company will outperform the market over a 10-year horizon due to its inherent strength and growth potential.

“In 10 Jahren werdet ihr trotzdem mit Elpabet Markt geschlagen haben, ne? Also z.B. so den S und P500, weil es einfach ein sehr starkes Unternehmen ist.”

The YouTuber suggests avoiding new short-term positions in Alphabet at its current price, as he believes the stock is overvalued and overhyped. He points to technical indicators like a high RSI and market sentiment as signs of potential short-term consolidation or correction, especially in Q1 2026.

“Fakt ist aber, meiner Ansicht nach ist jetzt aktuell der Kurs von Elpet etwas überhitzt bzw. überbewertet.”

The YouTuber argues that Alphabet (Google) is currently undervalued given its strong fundamentals and future potential. He highlights robust revenue and net income growth, expanding margins, significant investment in R&D and Cloud, a diversified revenue stream, and a strong balance sheet with substantial cash and ongoing share buyback programs. He also dismisses concerns about AI competitors, stating that Google is integral to the internet's data ecosystem and is actively integrating AI into its products.

“Insgesamt würde ich tatsächlich sagen, dass Google jetzt aktuell bei den Kursen und wir gehen gleich zum Chart doch etwas unterbewertet erscheint.”

The YouTuber suggests buying Alphabet, calling it the cheapest and most oversold mega-cap. He highlights its internal chip design (TPUs) and Gemini models, along with the accelerating growth of its core search business (nearly doubled to 19%) and Google Cloud (63% revenue growth, doubled operating margin). YouTube's growth and Waymo's increasing robo-taxi rides add further value, making it attractive at 24 times forward earnings with a PEG near 1.3.

“Even then, it is the cheapest mega in the group, around 24 times forward earnings with a peg near 1.3. And it's the most oversold name here in the pack after we've seen those pullbacks the past few weeks.”

The YouTuber suggests that Alphabet, as a maturing tech giant, is poised to become a dividend powerhouse. He highlights that Alphabet followed Meta's lead by initiating its first dividend in April 2024, which he views as a signal that these companies are recognizing the importance of returning cash to shareholders as their growth slows and capital expenditure needs plateau. This aligns with a historical pattern of growth stocks evolving into dividend growers.

“And just 2 months after that, in April of 2024, Alphabet followed suit with its first dividend of 20 cents a share, which is now paying 84 cents annually.”

The YouTuber is buying Alphabet, viewing it as an undervalued mega-cap growth stock despite not always grabbing AI headlines. It trades at 23 times earnings, below its 5-year median and peers like Microsoft and Nvidia. Its healthy free cash flow yield of 4.5% is higher than the S&P 500 average, offering a durable growth business at a cheaper entry point than other tech giants.

“Alphabet as my next stock, which doesn't usually grab the same AI headlines as Nvidia or Microsoft, but when you look at the numbers, it might be one of the most undervalued mega cap growth stock that's in the market right now.”

The YouTuber is buying Google due to its advancements in AI, particularly with Gemini 2.5 Pro and its integration into everyday products like search and the Gemini app. He believes Google is significantly ahead of competitors in making AI practical and integrated into daily life, which will drive future growth.

“Given what Google showcased last week in their IO event, we are going to see just how powerful AI will truly become for our everyday lives.”

The YouTuber is bullish on Alphabet, expecting it to outperform the S&P 500. He highlights the strong growth in Google Cloud and the potential of Gemini AI being integrated across its ecosystem. A 5-year DCF model projects a price of $334, indicating a 116% upside.

“And my answer is yes. I absolutely do.”

The YouTuber suggests Google as a buy, despite its slight year-to-date dip, due to its dominant position in internet search and advertising, and ventures into quantum computing. While not 'screaming undervalued,' its PEG ratio of 1.2 and current price being 5% below its 200-day SMA make it an attractive opportunity for a company of its size. Analysts predict a 32% upside.

“In no way is it screaming out undervalued like some of the others, but for a massive company of this size, it's kind of a gift. That's why analysts are showing Google with 32% upside for the next 12 months.”

The YouTuber acknowledges Google's strong revenue from search, cloud, and YouTube, despite DOJ monopoly concerns. He identifies a potential catalyst for significant stock growth if YouTube secures exclusive live sports broadcasting rights, similar to Amazon and Netflix, due to the high value of captive audiences for advertisers.

“If there is the slightest news of Google having exclusive live sports on YouTube, then the stock is going to blow up.”

The YouTuber is bullish on Alphabet (Google) due to its significant breakthroughs in quantum computing, particularly with its Willow Quantum chip and error reduction methodology. Google is also positioned to be a leader in facilitating access to quantum models via its web services. Despite potential monopoly concerns, its strong financials and AI push with Gemini add to its appeal.

“I would love to argue with the analyst projections because I see a lot of upside with their AI pushed with Gemini and now with the quantum Computing”

The YouTuber suggests Alphabet as a buy, citing its extensive AI integration across services like Google Assistant, search, photos, maps, and translate. Despite a setback with Bard, they believe Alphabet will quickly refine its AI offerings and leverage Google Cloud Platform's AI-powered services and DeepMind's research for future growth.

“I'll chalk that up as a minor setback as I believe that Alpha that will quickly get it tuned up and working with high Proficiency in no time.”

The YouTuber suggests Google as a 'hyperscaler' that has already experienced its period of pain and underperformance. The market has already discounted the worst-case scenario for AI spending in these stocks. Google, with its massive core businesses like search and advertising, is well-positioned for the application phase of AI and has cost-cutting capabilities, making it attractive as money rotates from chip suppliers.

“Google's down, Amazon's struggling. The pain's already happened. It's in the past.”

Sven Carlin argues that Google's reported earnings are inflated by non-recurring gains from investments like Anthropic, leading to a true P/E ratio of 40, not 26. He calculates the intrinsic value to be significantly lower than the current stock price, implying the stock is priced for perfection and offers no margin of safety for value investors.

“So now we can say that Google is priced for perfection and which is not a good time to buy.”

The YouTuber rates Google as safer than Microsoft, citing its strong moat in search and deep optionality with Google Cloud, Gemini, and Waymo. He views the valuation as fair despite currently depressed free cash flow margins due to AI investments, and identifies the main risk as AI potentially eroding its search and advertising dominance.

“I think that the valuation is fair at today's prices given that it's tough to know exactly what free cash flow margins could look like in the future.”

Alphabet is considered undervalued, with a fair value of $374 against a market price of $344. The company shows strong revenue growth (18-22%) and sustainable return on invested capital, leveraging its broad customer base to spread AI costs, making it a likely long-term winner in the AI space.

“Alphabet which I calculated a fair value at $374 compared to the current market price of $344 there looks to be a difference of about 10% between the current market price and the intrinsic value per share in favor of Alphabet.”

Alphabet has been added back to the Modern Value ETF after three quarters, as its long-term prospects have improved. The company's recent developments, including its involvement with SpaceX and Open AI, and advancements in Gemini, make it look more attractive than Amazon, which was removed from the ETF.

“Und die ist jetzt wieder reingekommen. Die sieht für uns jetzt auf längere Sicht attraktiver aus als beispielsweise nach Amazon und deswegen ist die reingefahren.”

Alphabet is considered attractive due to its strong earnings growth and its position within the 'media' sector, which is currently overweight in the expert's portfolio. The company's specialized TPU chips also ensure its continued relevance in the evolving technology landscape.

“Ähnlich ist es bei einer Alphabet, ne? Apple sieht wieder deutlich attraktiver aus.”

The YouTuber highlights Google's full-stack AI strategy, owning chips (TPU), data centers, cloud, and models. Google Cloud's significant revenue and backlog, combined with their strategy of selling TPUs to external customers like Anthropic, demonstrate their advanced position and ability to profit even from competitors.

“Google is so far ahead thanks to their full stack strategy that they can arm their own rivals with their best chips and still win big.”

The YouTuber suggests buying Alphabet (Google) when it experiences forced sales from new IPOs entering the NASDAQ 100. He highlights Google's significant AI processing growth, widespread user adoption of AI services, and its proprietary TPU chips, which are even sold to competitors like Anthropic. Strong revenue and operating income growth in Google Cloud further support the investment thesis, especially given its supply-constrained demand.

“So, when $4 trillion worth of new IPOs hit the NASDAQ 100, Google is the second stock I'm buying.”

The YouTuber identifies Google as a quality business with strong growth and high returns on capital, despite massive capital expenditures on AI. However, their stock analyzer, even with conservative assumptions, indicates that the current stock price is not at a level they would feel comfortable entering a position, suggesting it's currently overvalued.

“So based on today's stock price and my assumptions above, it's still not at a level that I would feel comfortable entering a position.”

The YouTuber acknowledges Google's strong fundamentals, including YouTube's growth, accelerating Google Cloud, and dominant search market share. While he believes his valuation assumptions might be conservative, his DCF analysis at the current price suggests it's not as attractive as it was at lower prices, yielding a middle price below its current trading level.

“If you told me that Google was your favorite stock in the Mag 7, I would not argue with you.”

The YouTuber considers Google a leader in AI and expects it to generate significant future profits. While acknowledging it's slightly overvalued, he doesn't see it as excessively so compared to other stocks, making it a good long-term holding.

“I believe it's the leader now. I believe it's going to print money into the future. Yes, it's a touch overvalued right now, but it's not horribly overvalued like a lot of other stocks on this list are.”

The YouTuber praises Google's incredible business with huge moats in its core areas like search and YouTube, which is the most-watched platform on smart TVs. They also note Google's strong position in AI and its management's focus on long-term execution rather than short-term gains.

“But to me when I look at Google's core businesses all of them across the board, it is a huge moat that is simply growing in the end.”

The YouTuber likes Google as a solid company and believes it has more room to run. They highlight that the company's earnings performance contradicts the negative market narrative about its AI position.

“At least it's a great solid company. I do believe we have more room to run here with Google as well.”

The YouTuber highlights Google as a strong long-term AI winner, similar to Meta, due to its vast amounts of personalized data. This data advantage is crucial for training AI models and developing effective AI solutions, positioning Google to dominate in broad-based, personalized data applications.

“That's the reason why Google is so well as well. Another company he failed to mention there in regards to that in terms of having tons and tons and tons of personal data”

The YouTuber believes Google will continue to do well and crush earnings in the next year. However, he notes that the stock is back to fair value, so he doesn't expect another 100% gain, but rather a 'very, very well' return of around 15-20%.

“I think they continue to do well next year and crush earnings. Okay? But I got to be fair here. The stock is back to fair value. So, I don't think we see anywhere near 100% gain this year, guys.”

The YouTuber has been buying Google, especially when it was trading lower, believing it will be a major winner in the AI race. He emphasizes that monetization of AI is key and expects large companies like Google to figure it out, seeing the stock currently at fair value.

“I'm sorry, Google is going to be one of the big winners in the AI race. To me, there's going to be multiple winners, not just one, not one or two. There's going to be multiple right now.”

The YouTuber is actively adding to his Google position, noting it's trading at one of its cheapest valuations ever despite strong underlying earnings and guidance. He believes the current 'beatdown' due to short-term headwinds presents a significant long-term opportunity.

“But unlike Microsoft, it's at one of its cheapest valuations ever. That's the situation we have right now with Google, and it just kind of feels like, like all of the Magnificent 7, it's during one of its downtimes.”

The YouTuber plans to add more Google shares, believing it is currently trading below fair value and offers discounted shares. He highlights Google's dominance in search and advertising, dismissing concerns about competitors like ChatGPT. He sees it as a company that consistently delivers strong numbers and will be significantly higher in three to five years, representing a great opportunity to deploy capital.

“For Better or Worse right now it seems like the opportunity is lining right up for Google once again already trading a little bit below fair value in my opinion and of course that just means discounted shares coming for us and so for me absolutely it's going to be a stock that I'm going to be adding some shares to my position in Google again I got a full position these are just bonus shares but hey I got to put deploy Capital you want to give me a great stock that I know in three to five years is going to be much higher than it is right now then hey I'm all for it please continue to give me Google Shares on the cheap.”

The YouTuber is bullish on Alphabet, emphasizing that a company doesn't need to be number one in every category to be a great stock. They highlight Google's dominance in search and its strong position in AI, believing there will be multiple winners in the AI space. They also like the current valuation, considering it still cheap despite recent run-ups, and appreciate Google's ability to monetize AI content.

“I think Google fits that perfectly that's why I'm invested in it that's why I continue to buy it and I really still like the valuation of Google despite a little bit of run of it it's had here lately.”

The YouTuber views Google as an 'easy money stock' due to its dominance in search and advertising, high-profit margins, and successful AI monetization. He plans to add more shares if Wall Street 'gets dumb' and beats down the stock after earnings, as he believes any dip presents a buying opportunity for long-term gains.

“if they get dumb and they want to beat it down to where that valuation gets really really cheap once again I'm going to be forced to add more shares of this stock.”

The YouTuber suggests Alphabet due to its Waymo self-driving unit, which he believes will benefit from the autonomous trucking revolution. He highlights Waymo's extensive autonomous miles driven and industry-leading safety record, positioning Alphabet to leverage its advanced AV platform in the transportation and logistics sector.

“Alphabet, which of course owns Whimo. their Whimo self-driving unit. It's known for those robo taxis, but AV is becoming the backbone of transportation and logistics and and Alphabet is going to be there.”

Mark Rousen selects Alphabet, his largest portfolio position, highlighting its diversified business across search (Google, YouTube), advertising, AI (Gemini), cloud, and self-driving (Waymo). He praises its in-house AI development and strong fundamentals, noting its recent 10% pullback offers an attractive entry point despite investor concerns about capex.

“Alphabet is a must-own stock in my eyes. And although I'm shocked to to see it on the board this late in the second round, I'm happy to have it for my sake.”

The YouTuber suggests Alphabet as a buy due to its advancements in ASIC accelerator TPU chips for AI and its development of GPUs and edge computing chips. These efforts position Alphabet as a significant player in the evolving robotics market, contributing to the diversification of chip dominance beyond traditional leaders.

“Alphabet, ticker GOOGL, has been making news lately with its ASIC accelerator TPU chips used in AI and is also developing GPUs and edge computing chips that should put it on your list for these robotics stocks.”

While acknowledging Alphabet's recent market attention for its Gemini AI and significant stock appreciation, the analyst believes the near-term upside has been missed and the stock is getting pricey. He would consider buying if the stock drops below $300 a share.

“Now, I think we've missed the near-term upside, and the stock is getting pricey, but I'm buying if it drops anywhere back below $300 a share.”

The investor sees value in Alphabet despite its recent run-up, citing strong fundamentals, growth prospects, and a reasonable valuation even at current levels. Although the starting dividend yield is low, it's a newer dividend payer with potential for growth, aligning with a long-term dividend growth strategy.

“I still see some value is Alphabet, uh ticker G O GL. It's one of the newer positions to my portfolio. And this is something that's funny about being a dividend stock investor is you'd never think Ian you're buying like a MAG7 stock, but now some of those MAG7 stocks do pay dividends and they're growing the dividends.”

The YouTuber recommends buying Alphabet (Google) due to an unpriced-in cash windfall from recent tax law changes. He cites an estimate of an $18 billion increase in free cash flow per year for Alphabet, representing a 27% bump. This substantial increase in cash flow is not yet reflected in the stock price, presenting a buying opportunity.

“Alphabet is going to get a 27% bump in its free cash flow all from these tax laws law changes.”

The analyst suggests avoiding Alphabet long-term despite strong recent earnings and a new dividend, as the current valuation seems to have priced in a nearly perfect quarter. He expresses concern that competitors like ChatGPT could eat into Google's search traffic over the long term, putting pressure on its core business.

“I'd avoid it longer term versus some of the other Magnificent Seven stocks.”

The YouTuber recommends buying Alphabet (GOOGL) due to its dominance in online search, YouTube, and Android, along with growth in cloud services. He highlights impressive operating margins, expected EPS growth, and hidden value in unpriced ventures like Waymo. The stock is trading at a multi-year low valuation, offering significant upside according to analyst targets.

“Shares are down 28 in the crash this year but trading for a multi-year low in valuation Google trades now for 4.7 times on a price to sales basis its lowest since 2014 and analysts have an average Target price of 151 dollars per share over the next year that's an upside of 54 on a great long-term stock”

The YouTuber plans to increase his already large position in Google, especially if the price drops further. He highlights Google's vertical integration, ecosystem control, and current profitability, which allows it to undercut competition. He also cites a TD Cowen note with a $475 price target, based on expected Google Cloud and AI revenue growth, and believes Google will return to pre-AI capex profitability levels long-term.

“The lower these things go, the more I will increase my already quite big position on Google. Why is that? Yes, it's not about the multibagger potential, but it's about making sure that I do have super big winners AI or not.”

The YouTuber views Google as a strong contender to be a major winner in the AI space, with an almost impossible-to-disrupt ecosystem. While currently near all-time highs, he would add to his position if the stock experiences a significant pullback, potentially to $350 or even $300.

“Google, if we do go back down, maybe 350, maybe, who knows, maybe there is going to be a huge gift given to us and we go back to $300, then yes, I will be buying more.”

The YouTuber believes Google's stock price is not attractive, despite its quality, as it's trading near 20-year high price multiples (25.2x price to operating cash flow). He notes that while issuing shares at a high valuation makes sense for the company, it implies the stock is expensive for investors.

“I just don't necessarily think that its price today is the most attractive as we're about to see.”

The YouTuber is avoiding Google despite its current valuation being below its historical average. He expresses uncertainty about Google's long-term future due to the increasing use of AI chatbots over traditional search, which he believes could erode Google's search monopoly and cash cow business.

“I don't know if this trend is going to continue with Google and if it does I don't know what that looks like for the business and it's overall Cash Cow machine of Google search and I prioritize certainty in my own portfolio”

The YouTuber explains that Bill Ackman trimmed his Google position because its valuation became stretched. Google's price-to-free cash flow expanded from 18.9 to 32, with 58% of its share price returns coming from multiple expansion rather than fundamental growth. This makes it an attractive stock to sell to reallocate capital.

“Basically if I were Bill Ackman looking for a stock to sell to raise some funds to buy some new positions then Google would look like another clear choice because the stock did get quite expensive especially in the second quarter of 2024.”

The YouTuber believes Google is a high-quality business with a strong moat and long-term growth potential, especially from Google Cloud. However, he finds the stock currently overvalued based on its price-to-operating cash flow ratio being above historical averages and the market pricing in optimistic growth rates. He is holding his existing shares but not adding to his position at current prices.

“for me personally I do believe that Google is a hold and I am just going to hold on to my shares and my portfolio”

The YouTuber indicates he would be happy to add to his Google position if the stock corrects, as he believes it is currently overvalued. He previously bought heavily when the stock was trading at lower price ratios in late 2022 and early 2023.

“I would be much more happy to add to my Google position when the stock does eventually correct”

The speaker discusses Alphabet's recent capital raise of 80 billion, noting that Berkshire Hathaway also invested 10 billion. He believes this is a strategic move to invest heavily in AI and data centers, and given Alphabet's strong cloud business and customer demand, he doesn't see it as a major mistake, despite the shift from previous share buybacks.

“Ich meine, die feuern ja wirklich aus allen Rohren aktuell, aber du hast recht, ne? Also, die haben die letzten Jahre ja vor allen Dingen Aktien zurückgekauft und dieses Jahr zum ersten Mal jetzt ja eine eine doch heftige Verbesserung von 80 Milliarden.”

The new Berkshire Hathaway CEO, Greg Abel, significantly increased the position in Alphabet, tripling it to become the seventh-largest holding. This move is seen as a departure from Buffett's previous avoidance of tech stocks and was well-timed, occurring just before Alphabet released strong earnings, particularly in its cloud and AI divisions. Abel's rationale appears to be based on Alphabet's strong platform monopoly, advertising business, and AI capabilities.

“La mossa più grande di Abel nel suo primo trimestre è stata triplicare la scommessa su Alphabet, la società che possiede Google.”

The YouTuber views Google as the ultimate digital monetization toll booth. He highlights Google Cloud's growth into a dominant, high-margin business, surging 63% year-over-year to a $20 billion quarterly run rate. Despite heavy infrastructure spending (32.5% of revenue to Capex), Google's $126.84 billion cash cushion allows it to fund future growth while its core advertising business remains strong.

“Google operates as the ultimate digital monetization toll booth for global information. The most recent quarterly print proved Google Cloud has officially scaled into a dominant high margin monster, surging 63% year-over-year to a $20 billion quarterly run rate.”

The YouTuber views Alphabet as an underappreciated AI compounder, noting its cloud backlog of $243 billion and significant capital expenditure of $175-185 billion this year. He also highlights the rapid maturation of Gemini, Google's AI model.

“Google parent company Alphabet, their cloud backlog just hit $243 billion. They're spending 175 to 185 billion in capital expenditure this year alone. Gemini is maturing fast. This is one of the most underappreciated AI compounders in the entire market right now and the street knows it.”

The YouTuber recommends buying Google (Alphabet) for a 3-5 year hold, viewing the current market downturn as an opportunity. They highlight Google's levered free cash flow margin of 18.2% and its 'cash machine' moat, which allows it to continuously invest in data centers, custom chips, and cloud infrastructure essential for AI.

“That is why Taiwan Semiconductors, Nvidia, and Google matter for the long term. They sit under the entire stack so they can win even when one headline theme dies and the next one takes its place.”

The YouTuber highlights Google (specifically mentioning search, Android, Chrome, and Workspace) as a 'distribution and workflow owner.' He believes these companies control daily defaults, allowing them to integrate AI and maintain user stickiness, thereby possessing a strong moat.

“Example, Google search Android Chrome and Workspace sit in the path of attention and execution. If you own the default, you can attach AI to it and make it stick.”

The YouTuber is bullish on Google, citing its licensing of Gemini to Meta, which significantly expands its user base. He highlights Google's cloud business growth and expanding margins, and its full-stack AI machine from TPUs to cloud to model to distribution. The main risk is execution if Gemini fails to attract developers.

“My thesis, I'm bullish. I'm watching Gemini integration velocity and developer adoption. If that lands, this stock rewrites its narrative in 2026.”

The YouTuber plans to add more Google to his portfolio on a pullback or consolidation, viewing it as a long-term AI compounder with significant upside potential. He highlights Google's transformation into a complete AI ecosystem with strong Cloud growth (34%), integrated Gemini models, and its strategic use of TPUs for cost control while still leveraging Nvidia for peak performance. He believes the market undervalues its potential as a full-stack AI competitor.

“I'm overweight Nvidia stock and I'll be adding more Google to my portfolio. Not today, not while it's this extended, but if we get a pullback or consolidation, I'm loading up. The bottom line, I want both in my portfolio. Nvidia for the execution, Google for the upside potential.”

Alphabet (Google) is presented as a high-quality business with accelerating growth and margin expansion across its diverse segments, including search, YouTube, and Google Cloud. Billions of people interact with its products daily, making it a strong long-term investment.

“Acceleration in growth margin expansion It's exactly what you want to see. And if we can continue to see this, well then I think yeah, the party continues. This is one of the highest quality businesses in the world.”

The YouTuber believes Alphabet still has a great story ahead, with continued growth in YouTube, Waymo, Gemini, and Google Cloud. Despite being more expensive than in the past year, its dominance and growth potential justify its valuation, especially at a high 20s P/E ratio.

“We see a company here that still has a great story ahead. And that's the reason that I refuse to sell it, especially at a high 20s PE ratio.”

The YouTuber sold Alphabet (Google) due to valuation concerns, noting its forward P/E ratio has risen to nearly 20, making it less attractive compared to other Magnificent 7 stocks. He also cited rising positive sentiment and hype around Google's AI developments, which he views as a contrarian sell signal. Finally, he needed capital to invest in other opportunities like Novo Nordisk and to maintain liquidity for potential market corrections.

“So, why did I sell now? Reason number one, valuation. Let's check my value chart. It's an improved forward P ratio. The lower the number, the cheaper the company. Alphabet for a very long time was trading around this area. A multiple of 11, 12 was really cheap.”

The YouTuber holds Google as his largest position and believes it is still a bit undervalued, with a target price of $300. He acknowledges concerns about AI impacting search but highlights Google's advanced AI capabilities and long-term investment in capex for AI. He notes its stable operating margins and considers it a safe company, though with slightly more uncertainty than Amazon regarding future search monetization.

“Google, let's be fair, it's also an incredible company. In my opinion, is still a bit undervalued. As I say in this video, I have a target price of $300.”

The YouTuber argues that Google (Alphabet) is significantly undervalued despite its high share price, based on three valuation methods. A sum-of-the-parts analysis values its divisions like YouTube, DeepMind, Waymo, Google Cloud, and Search at a combined $3.7 trillion. A discounted cash flow model suggests a price of $450 by 2030, and the YouTuber's proprietary 'value ratio' method indicates a fair value over $300, implying a 50% upside from current levels.

“Alphabet at $200 is a big buy. I will prove it.”

The YouTuber added to his Google position, considering it a 'safer bet' due to its strong business segments like YouTube, Gemini, Waymo, and Cloud, which generate significant profits. He views it as a long-term conviction holding.

“I bought 50 shares more of Google at 169. Why Google? Five words. YouTube. Gemini, Whimo, Cloud, Big Profits.”

The YouTuber bought Google (Alphabet) shares, viewing it as significantly undervalued compared to its fair value of $230, trading at 18 times P/E and growing twice as fast as Apple. He also notes its diverse portfolio of assets like Waymo, YouTube, and Google Search.

“I have a fair value of $230. Currently, it trades 30% below that peak, but I believe it will go back to all-time high. So, I sold my Celsius position and I bought 200 shares of Google, aiming to ride it at least at 230 or even higher.”

The YouTuber considers Google a compelling buy at its current price of $170, believing it to be 50% undervalued compared to his fair value of $250. He acknowledges concerns about AI impacting search revenue but emphasizes Google's other strong businesses like YouTube and the longer-than-expected timeline for AI disruption.

“Google is now trading at $170 I haven't full disclosure I haven't um open a position yet otherwise I would have added to my portfolio I will make a video if I open a position on Google but I think Google now it's yeah it went there like I have a fair value of $250 and now the shares are like $170 is 50% uh undervalue so they have to gain 50% to just arrive to their fair value.”

The YouTuber believes Google (Alphabet) is currently undervalued by 37% based on his proprietary 'value ratio' analysis, which considers adjusted earnings, growth prospects, and risk. He estimates real earnings at $80 billion and projects 11% revenue growth. He would buy the stock if it drops to $168, which represents a 50% upside from his fair value estimate.

“I would buy at $168 which may or may not happen but today 185 isn't expensive it is an investment to consider.”

The YouTuber considers Alphabet an 'easy button' for AI investment, citing its strong models, infrastructure, and distribution, along with significant stakes in AI labs like Anthropic. He highlights the rapid growth and increasing margins of Google Cloud, expecting it to reach $100 billion in revenue soon. Additionally, he points to the double-digit growth in Search and YouTube, and the long-term potential of Waymo, as reasons for high conviction.

“Where would I be adding this? Let's set an alert here for if the stock falls below $300 per share.”

The YouTuber argues that Alphabet is a 'no-brainer' AI stock due to its significant equity stakes in high-growth AI companies like Anthropic (14%) and SpaceX (10%), which could add hundreds of billions to its balance sheet. Additionally, Alphabet's Google Cloud business is experiencing strong growth and profitability, driven by demand from AI companies like Anthropic for its TPUs and cloud services, making it a hidden winner in the AI space.

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

The YouTuber maintains a strong buy stance on Alphabet, citing its impressive Q1 earnings with 19% growth in search and over 60% growth in cloud, alongside expanding cloud margins. He views it as the 'easy button' for AI investment due to its chips, models, and distribution, and notes its ability to grow significantly while investing heavily in CapEx and still generating free cash flow. Despite not being the cheapest stock at 28x earnings, he sees no flaws in the high-level results and potential for multiple expansion.

“This is the easy button in AI that's playing out today. But, we'll see that's playing out pretty well today, but I want to dig through some of these numbers because they were incredibly impressive.”

Alphabet is the analyst's top holding, and he is closely monitoring the Google Cloud segment in the upcoming earnings. He wants to see if its accelerated growth (nearly 40% last quarter) and improving margins continue, which would justify the significant capital expenditures in AI and cloud infrastructure.

“If this business can continue to grow at somewhere around 30 to 40% and have really really good operating margins, then they can continue to invest in the business long term.”

Hoium suggests Alphabet as a value and buyback stock, noting its recent dip despite strong long-term performance. He emphasizes the double-digit growth across multiple business segments, including search, YouTube, and Android. Google Cloud's impressive 30%+ growth rate and improving operating margins (approaching 20%) are highlighted as key drivers, leveraging Alphabet's extensive infrastructure for AI. The company's dominant position and attractive valuation (P/E of 25) make it a compelling long-term investment.

“So then you add in the valuation, the fact that this is one of the biggest company, biggest, most powerful companies in the world. People choose to interact with them. Billions of people choose to interact with Alphabet products every single day, including you watching this video right here.”

The YouTuber is bullish on Alphabet, expecting it to reach $1,000 per share within five years. This is based on the expectation of continued double-digit growth across its core segments (Search, YouTube, Subscriptions) driven by AI monetization and market share gains. Additionally, Google Cloud's rapidly improving operating margins are seen as a significant growth avenue and a potential driver for multiple expansion.

“I think expecting this stock to reach $1,000 5 years from now is not out of question for investors. This is a stock that I own, so I'm very bullish on the company's future.”

The YouTuber argues that Alphabet is strategically using its massive cash flow and balance sheet to dominate the AI space, particularly against competitors like OpenAI. Their projected $180 billion capital expenditure for 2026, strong Google Cloud growth (48% revenue growth, 30% operating margin), and extensive user distribution across Search and G Suite position them to 'bludgeon' the competition and eliminate disruption threats, making it an attractive investment.

“Alphabet is saying, hey, we want to do all of it. We have the business model. We have the cash flow. We are going to now spend. So the one thing that you for certain cannot beat us on is having more GPUs, is having a model that's built with more data.”

The analyst considers Alphabet a 'never sell' stock due to its massive scale, diversified product portfolio (search, Android, YouTube, AI, Cloud), and lack of single points of failure. He highlights the strong growth in Google Cloud, its operating leverage, and the potential of Waymo, arguing that search will not be disrupted by AI and that the company has significant long-term tailwinds.

“This is a massive tech company, but it's not a massive tech company that has single points of failure.”

The YouTuber holds Alphabet as his largest position, having bought shares at lower valuations. He believes there is still value due to its strong balance sheet, hidden assets like SpaceX and Anthropic stakes, and accelerating growth in Google Cloud. He expects continued outperformance if Gemini gains market share, but notes he is less bullish than a year ago due to the recent price increase and higher P/E multiple.

“I think Alphabet is going to want to be one of those steady outperformers over the next couple of years, especially if we see continued market share gains from Gemini and all of their AI AI products.”

The YouTuber is bullish on Alphabet due to its strategic position in AI and hardware, specifically its Android XR ecosystem approach. He believes Google's modular strategy for XR devices, leveraging its Gemini AI and allowing other companies to develop hardware, is a lower-risk and potentially more successful path than the vertically integrated approaches of Apple and Meta. This strategy positions Alphabet for long-term growth, with potential revenue streams from subscriptions, platforms, and devices, which are already a significant and growing part of its financials.

“I would much rather bet today on Alphabet figuring this out and that entire ecosystem of partners figuring out what the future of AI devices and ARXR looks like rather than betting that Apple can figure it out or that Meta can figure it out. So that's one of the reasons that I'm invested in Alphabet stock.”

Hoium has been building a position in Alphabet for about a year and a half, noting that the market has recently recognized its value, with shares up 100% since April. He emphasizes a long-term approach, buying when valuation and multiples are reasonable, and allowing time for the market to push the stock higher.

“I've been building shares of Alphabet for about a year and a half now. It's just been in the last few months that the market has gone, you know what, this is a really great company. Shares are up about 100% since April.”

The YouTuber is holding Alphabet, having bought shares earlier in the year at a lower P/E multiple. He praises the company's performance in cloud, YouTube, and Waymo, which he believes could be a trillion-dollar business. He suggests he might trim his position if valuation concerns arise, but remains confident in its AI leadership and management.

“I love this stock at a 15 to 18 price to earnings multiple. You can see that the shares have just absolutely exploded since then for year to date up about 71%.”

The YouTuber considers Alphabet a 'stalwart company' and a strong long-term buy, expecting it to remain a large portfolio position. He argues that Alphabet is a leader in AI products and models, and its core businesses (Search, YouTube) are growing consistently, with AI integration making them stronger. He particularly emphasizes the significant growth and improving margins of Google Cloud, which he believes is underestimated by the market and provides a key differentiator for AI developers.

“This is just a stalwart company. I think when you look at the valuation and the upside potential with Alphabet, there's a lot to like with this company.”

The YouTuber believes Alphabet is an undervalued company with massive opportunity, citing its accelerating revenue growth (16% in the recent quarter), expanding margins in Google Cloud (34% growth, 23.7% operating margin), and significant free cash flow ($24.5 billion) which allows it to dominate in AI development. He argues that despite its scale, the market still underestimates its potential, especially given its recent valuation at a teens P/E multiple.

“I still think this is an extremely undervalued company. I still think the opportunity ahead is absolutely massive for them and this is the one company with that just kind of ends up being a no-brainer I think for investors.”

The analyst believes that OpenAI's new browser, ChatGpt Atlas, does not pose a significant threat to Alphabet's core business, as Chrome itself is not a profit center for Google, and the new browser offers little incentive for users to switch. Furthermore, increased competition from OpenAI is likely to push Alphabet to innovate more, which is ultimately a positive for the company and its investors.

“As an investor in Alphabet, I don't see this as the disruptive force that a lot of people in the market even currently think it is.”

The YouTuber believes Alphabet is a continuous winner in AI, citing its strong cloud business, significant cash reserves ($95 billion), and strategic deals like the potential multi-billion dollar cloud deal with Anthropic. He argues the stock is undervalued at 26 times earnings given its growth potential, especially in the cloud sector which is becoming solidly profitable.

“I just simply love where Alphabet is sitting. I think the stock is still extremely undervalued. As we're recording here today, shares are trading for 26 times earnings. That's not the cheapest stock on the market, but it is a below market value price to earnings multiple. And I think the growth potential for Alphabet is just too good to ignore.”

The analyst views Alphabet as a leader in AI with a significant distribution advantage through Search, Android, and YouTube. Despite recent gains, the stock is considered reasonably valued at 26 times earnings, especially given its historical 20-year CAGR of 23% and recent acceleration in revenue growth post-ChatGPT. The company's massive cash flow allows it to outspend competitors in AI infrastructure, and Google Cloud's improving profitability is a strong tailwind.

“Alphabet is one of the best big tech companies in the world. They are leader in artificial intelligence, arguably making better models already today than OpenAI. And they have a distribution advantage.”

The analyst believes Alphabet is an undervalued business with significant growth potential, particularly in its Cloud division, YouTube, and Waymo. He argues that the market is underestimating its AI leadership and the continued strength of its search business, despite competitive narratives. He projects it could become a $10 trillion company by 2030 due to growth, margin expansion, and potential multiple expansion.

“I think this continues to be an undervalued business. ... I think this will be a $10 trillion company by 2030.”

The YouTuber recommends Alphabet as a long-term 'no-brainer' investment, citing its strong position in AI, accelerating revenue growth despite market narratives, and the significant growth potential of Google Cloud. He believes the stock is reasonably valued at less than 25 times earnings and has a strong moat around its core businesses like YouTube and Search.

“Alphabet going to be a phenomenal player over the next 10 to 20 years. You can get this stock for less than 25 times earnings.”

The analyst considers Alphabet one of the best companies globally, trading at a reasonable P/E of 21-22. Despite market concerns about AI disruption, its growth rate has accelerated post-ChatGPT, driven by Google Cloud's strong performance and improving margins. Alphabet's integrated ecosystem and leading AI models (Gemini, DeepMind) position it for continued profitability, especially in advertising through images and video.

“Alphabet is one of the best companies in the world. The market still thinks that search could be disrupted. I don't think there are any signs that search is being disrupted right now. In fact, search continues to grow and it continues to get more and more profitable.”

Travis Hoium argues that Alphabet is one of the most undervalued companies, trading at less than 20 times earnings despite strong growth in search and YouTube. He highlights their massive capital expenditures in AI, funded by strong cash flow and a healthy balance sheet, which he believes positions them to dominate the AI ecosystem. He dismisses concerns about AI disruption to search, citing continued robust growth in the segment.

“I think this is going to be a phenomenal bet for investors.”

The analyst likes Alphabet as a dividend growth stock, despite its current low yield, due to its strong cash flow generation and significant investment in AI infrastructure. He believes the company could substantially increase its dividend payout given its free cash flow, and highlights growth in Google Cloud and other segments as future drivers.

“Alphabet, really low yield today, but great potential to grow that dividend long term.”

The YouTuber sees Alphabet as a strong buy due to its undervaluation, trading at less than 20 times earnings. He highlights its diverse and growing businesses, including search, YouTube, Google Cloud (growing at 30% CAGR), and Waymo's autonomous driving progress.

“So, a stock like Alphabet trades for less than 20 times earnings. Just a phenomenal value for one of the best companies in the world. You get search, you get YouTube, where you're watching this today. You get Google Cloud, which is growing at 30% compound annual basis.”

The YouTuber suggests Alphabet as a buy, citing its phenomenal balance sheet and a price-to-earnings multiple that is lower than its 'Mag Seven' peers. He looks for companies with strong fundamentals and pricing power.

“Alphabet has a phenomenal vet balance sheet and a price to earnings multiple that's lower than its mag seven peers.”

The analyst believes Alphabet is undervalued, trading at a P/E of 19 compared to Microsoft's 36, despite its search business showing no significant disruption from AI. The Google Cloud business is growing at 30% year-over-year and is projected to reach a $1 trillion valuation within three years, driven by increasing AI demand, including new partnerships like OpenAI. This growth, combined with other strong assets like Waymo, makes Alphabet a compelling long-term investment.

“I think this continues to be one of the best stocks on the market. Really phenomenal risk-reward ratio for Alphabet stock. It's one that I continue to add to the portfolio.”

The YouTuber recommends Alphabet as a growth company trading at a phenomenal value, under 18 times earnings. He highlights its continued double-digit growth in search, the powerhouse YouTube business, and the strong growth and profitability of its cloud segment which underpins its AI efforts. He also sees significant optionality in Waymo, which he believes could be worth $500 billion in the next decade.

“I think Alphabet is sitting in a phenomenal position. And the other optionality that I love with this business is a little business called Whimo that is the leader in autonomous ride sharing.”

The analyst owns shares of Alphabet, which owns Waymo, viewing it as a key player in the autonomous vehicle space. While acknowledging Alphabet is a much larger business, Waymo's role in the AV value chain is seen as a significant long-term driver.

“That's why I own shares of Alphabet who owns Whimo. I think that's going to be a valuable piece of the value chain.”

Travis Hoium recommends Alphabet as a buy due to its reasonable valuation (P/E in the teens) despite its large market cap. He highlights strong growth in core advertising, YouTube, and especially Google Cloud, which he believes could be a half-trillion-dollar business. He also sees potential in 'other bets' like Waymo and notes the company's share buyback program as a positive.

“Love what I'm seeing from Alphabet. But the real reason this is a great buy is it's not only a great business is a great value. Getting a company of this high quality for a price to earnings multiple in the teens is a great opportunity.”

The analyst believes Alphabet is significantly undervalued, trading at a reasonable 18 times earnings despite double-digit revenue growth and expanding margins. He highlights the strength of Google Cloud, which is growing at 28% and becoming highly profitable, and the underappreciated Google subscriptions, platforms, and devices segment, which is growing at nearly 20% and positions Alphabet as a vertically integrated AI player. Additionally, the analyst points to the potential future value of Waymo, which he estimates could be a half-trillion to trillion-dollar business, and Alphabet's strong balance sheet with $95 billion in cash.

“I think of a company that is a great value today and investors are going to look back and say, "Hey, this is a phenomenal buying opportunity is Alphabet."”

The YouTuber is bullish on Alphabet due to its leadership in AI, particularly in robotics and the physical world through DeepMind and Gemini. He believes their strategy of creating the AI operating system for hardware, similar to Android, will drive significant growth in Google Cloud and subscriptions/devices revenue. The stock is also seen as undervalued, trading at 18-19 times earnings, despite its potential in a multi-trillion dollar AI robotics industry.

“Alphabet and Google may be a bigger winner in artificial intelligence than you think and it's trading for a pretty phenomenal price.”

The YouTuber recommends Alphabet due to its attractive valuation (P/E of 19, forward P/E of 17, P/FCF of 26) despite significant AI capex. He highlights its dominant search business, growing Google Cloud (now profitable and expanding margins), and leadership in autonomous driving with Waymo. He believes its advertising infrastructure will translate well to AI monetization.

“Great tech company, great profitability, leader in artificial intelligence, leader in the cloud, and a leader in autonomous driving. And you're getting a great price at under 20 times earnings.”

The analyst identifies Alphabet as the only compelling buy among the Mag 7, citing its attractive valuation (forward P/E of 18.3) despite generating massive free cash flow and having billions of users. He highlights its strong position in search, the growth of YouTube, the profitability of Google Cloud, and its leading position in AI development, backed by significant investment capacity.

“Alphabet has a priced earnings multiple of 20.4. So the company that is generating tons of free cash flow, billions of users on multiple products all around the world trades for arguably the best multiple out of any of these companies on a forward basis.”

The YouTuber suggests Alphabet as a strong buy, citing its leadership in AI, vast distribution through products used by billions, and superior infrastructure, particularly in its cloud business which is growing at 30% annually. He notes its attractive valuation with a forward P/E of 19 and its strong cash generation, positioning it well for future AI integration across its ecosystem, including Android.

“alphabet is one of the dominant companies in technology today and they are also a leader in artificial intelligence not only making their own models but they have the best distribution”

The YouTuber argues that Alphabet is a buying opportunity despite a post-earnings dip, citing strong revenue growth, leadership in AI, and expanding operating margins. He believes the market overreacted to a slight miss in growth targets and that the company's significant capital expenditures in AI and cloud will pay off long-term. The stock's valuation is considered reasonable compared to other big tech companies.

“I think you add all of this up this is still one of the most reasonably priced big tech companies in the world today they continue to buy back stock and return that cash to shareholders if that growth that they have in their capex really starts to pay off and they start to build a moat around that artificial intelligence business I think that growth could continue to pick up but this is I think just a great play and a great value in AI today and with all these core businesses they just aren't going anywhere anytime soon so one that I continue to add it's one of the biggest stocks that I have in the This creator portfolio happy to hold on to that potentially buy if there continues to be a pullback but I thought there was a lot to like in the report maybe not any blowout numbers But continuing to move in the right direction and for a company this size and this valuation double digit growth on the top line and operating margin on the bottom and operating leverage on the bottom line is exactly what I want to see”

The YouTuber argues that Alphabet's current depreciation schedule for AI GPUs (6 years) is too long given the actual useful life of these chips (2-4 years). This could lead to an overestimation of margins and future write-downs as the true costs of AI infrastructure become apparent.

“alphabet has net property plant and Equipment of $175 billion they are spending $49 billion and growing on Capital expenditures and their depreciation anization is only 14.4 billion so that's that Gap that I think is going to become problematic over time”

The analyst recommends buying Alphabet due to the strong performance of its core search and YouTube advertising businesses, which are growing despite AI disruption concerns. He highlights the underappreciated scale of YouTube, the potential for AI-driven growth in hardware and platforms, and the rapid growth and profitability of Google Cloud. The stock is considered attractively valued at 26x trailing and 23x forward earnings for a double-digit growth tech leader.

“I think you add all of these pieces together and alphabit is a very well position company and the price is right for investors as I'm recording Shares are trading for 26 times trailing earnings and just 23 times forward earnings.”

The analyst believes Alphabet will be the best-performing 'Mag 7' stock in 2025 due to its attractive valuation (cheapest P/E and P/S among peers), strong double-digit revenue growth across its segments including Google Cloud, and potential from unappreciated businesses like Waymo. He argues that market sentiment will improve for Alphabet while other Mag 7 stocks like Tesla and Apple, which trade at higher multiples despite slower growth, may face headwinds.

“Alpha Beta is currently trading for 25.7 times earnings that is the cheapest multiple of the mag seven stocks I wouldn't necessarily call this a value stock but given the company's growth rate and the massive businesses that it has the mode it has around those businesses I think this is a really great value for a company of this quality”

The analyst strongly recommends Alphabet as a long-term buy, highlighting its diverse and growing businesses, including Google Search, YouTube, and Google Cloud. He emphasizes the company's strong competitive moats, double-digit growth in core advertising, and the significant potential of Google Cloud, which is growing at 30% annually and becoming profitable. Additionally, he points to Alphabet's vertical integration in AI and its 'other bets' like Waymo as future growth drivers, noting its current valuation at less than 23 times forward earnings makes it a value stock with strong margin expansion potential.

“I think alphabet is another stock very well positioned and unlike the other two arguably a valuable a value stock today trading for a little less than 23 times forward earnings and I think those earnings are going to continue to grow not only based on Revenue growth but also margin expansion as businesses like YouTube start to get more profitable in the future”

The analyst recommends buying Alphabet stock due to its strong core businesses (search, YouTube, subscriptions/devices) which are showing renewed growth, significant potential in Google Cloud, and undervalued 'other bets' like Waymo. He also highlights the attractive valuation with a lower P/E ratio than the S&P 500, despite higher expected growth, and a strong balance sheet with substantial net cash.

“I think alphabet is one of the most attractive stocks on the market today.”

The analyst suggests Alphabet as a way to gain exposure to autonomous driving through Waymo, which he believes is essentially included for free. He notes that Alphabet trades at approximately 22 times earnings, and investors get the core search and YouTube businesses along with Waymo, which he expects to eventually be spun out.

“a little bit of a similar situation with alphabet you get alphabet trading for about 22 times earnings and you get weo for free so you get the search business and YouTube all that kind of stuff and weo is just throw thrown in there”

The YouTuber believes the market's negative reaction to the DOJ's potential actions against Google (Alphabet) is overblown. He argues that even if Google is forced to stop paying Apple for default search placement, Google could benefit by retaining the $20 billion annually, and a Chrome or Android spin-off is unlikely to be a 'game-changer' for Google's core business. He sees the current dip as a buying opportunity for long-term shareholders.

“I think this is one of those opportunities to just buy more alphabet stock because I don't think this position is going to go anywhere even if they are forced to break up it's not going to be for years.”

The YouTuber views Alphabet's Waymo as a company with proven autonomous technology, similar to GM's Cruise. While acknowledging Waymo's current higher vehicle costs, he believes their partnership with Hyundai for the Ioniq 5 will significantly reduce costs, making their hardware-first approach a safer investment due to its established safety and regulatory approval.

“is a whmo vehicle currently $250,000 sure that's probably the case but weo in alphabet not an automaker so it's very possible that General Motors and crews are going to be able to build a more cost-efficient vehicle”

The analyst argues that Alphabet is the cheapest Magnificent 7 stock based on its P/E and forward P/E multiples, despite strong revenue growth across its core search, YouTube, and Google Cloud segments. He believes the market is underestimating its growth potential and the resilience of its search business against AI disruption, while also highlighting the future value of Android and Waymo. The company is also returning capital to shareholders through buybacks.

“I think alphabet's got to really be on your short list if not absolutely at the top of that list it's definitely on the top of my list in the mag 7.”

The YouTuber views Alphabet as well-positioned in AI, with its core search and advertising business still growing despite narratives to the contrary. He emphasizes the potential of the Android ecosystem for AI integration and the rapid, profitable growth of Google Cloud (41% CAGR since 2017). The current valuation (P/E of 20.6 forward) is considered reasonable for a company expected to grow at least 12% annually, with additional upside from ventures like Waymo.

“I think they're much better position than a lot of investors think and you're getting it for a pretty cheap multiple right now.”

The analyst suggests that Waymo's decision to partner with Uber by providing technology and vehicles while allowing Uber to operate the service makes sense for Alphabet (Waymo's parent company) because Alphabet is fundamentally a technology company. This allows Waymo to focus on developing its autonomous driving technology and leverage Uber's existing scale and user base for deployment, rather than building out its own ride-sharing service infrastructure.

“alphabet is fundamentally a technology company they're building the weo technology they don't necessarily want to run a ride sharing service on a day-to-day basis the way that Uber does.”

The YouTuber owns shares of Alphabet, partly due to the upside potential from its Waymo autonomous driving unit. Waymo is identified as one of the key players in the autonomous vehicle space, having invested billions and actively testing on the road, contributing to Alphabet's overall investment appeal.

“I also own shares of alphabet in part because of that upset from whmo.”

The analyst recommends Alphabet as a strong investment for robotaxi exposure due to its ownership of Waymo. Waymo has the most autonomous miles on the road, is actively deploying robotaxis in multiple cities, and has established partnerships, offering significant upside potential in the autonomous driving sector in addition to Alphabet's core search business.

“and wh so alphabet so you get the search engine all of that and you get the upside from whmo don't think you're paying a lot for that either.”

The YouTuber views Alphabet as a 'no-brainer' buy, citing its 14% revenue growth and a forward P/E ratio of 22, which he believes puts it in value stock territory. He highlights strong performance in Google Search, re-accelerating growth in YouTube ads, and significant growth in Google Cloud (up 29%), which is also profitable. He also points to the company's strong balance sheet with over $100 billion in cash and substantial stock buybacks, as well as optionality from investments like Waymo. He believes AI will be a sustaining innovation for Alphabet, strengthening its core business and cloud offerings.

“I think this is one of the Best Buys in Tech today... definitely not a stock that I would be selling after that earnings report one that I'm considering buying a little bit more I own this in the asymmetric portfolio but we'll definitely be looking to add it over the next few weeks if the current weakness in the stock price continues.”

The analyst believes Alphabet is an attractive stock due to its low price-to-earnings multiple compared to other big tech companies, suggesting growth is not fully priced in. He expects the core search business to remain strong, countering AI disruption fears, and sees significant upside if the Google Cloud segment maintains its high growth rate and captures a disproportionate share of AI infrastructure customers.

“if this starts to be a growth business again which I think it could be then this is arguably one of the most attractive stocks in the big Tech space it has the lowest price to earnings multiple of all the big tech companies I don't think there's a lot of growth priced in right now despite the fact that it's actually growing more than a lot of its larger competitors”

The YouTuber mentions owning shares of Alphabet because of YouTube's massive scale and its leading position in US TV screen time, highlighting the strength of its ad-supported platform.

“This is one of the reasons I own shares of alphabet”

The YouTuber suggests Alphabet as an investment, viewing its Waymo autonomous driving unit as a 'throw-in' that could eventually become a huge business. Despite potential business model challenges within Alphabet, Waymo is highlighted as having arguably the best technology in the industry, positioning Alphabet for future growth in autonomy.

“The upside is even Waymo which is owned by Alphabet being basically a throw-in with Alphabet and eventually becoming a huge business on its own.”

The analyst suggests Alphabet as a play on autonomous driving through its Waymo subsidiary, which has demonstrated strong technology and extensive real-world driving miles without major incidents. While the business model for Waymo is less clear than Cruise, its technological lead makes it a strong contender in the autonomous ride-sharing space.

“It seems like the technology is very very good for Waymo. 20 billion real world and simulated miles. Waymo's driving 4 or 5 million miles per year fully autonomous with nobody with no driver in the car.”

The analyst is bullish on Alphabet, highlighting the resilience of its search business despite AI fears and the strong growth of YouTube and Google Cloud. Google Cloud is now profitable and provides significant exposure to AI infrastructure. The valuation is considered reasonable with a forward P/FCF under 27, and the company's diverse businesses are moving in a positive direction.

“I think this is going to be a huge Tailwind for them alphabet is actually really well positioned because they invented a lot of this artificial intelligence technology so this may not be the hottest name in AI but it may be a relatively slow and steady still very very fast growth for a technology company but it's not going to be growing at 100% a year it's going to be growing more like 20 30% a year but that may happen for a decade so I think there's a lot of Tailwinds behind the Google Cloud”

The YouTuber states that Michael Burry sold his entire position in Alphabet. This move is presented as part of a strategy to exit tech companies that have become expensive, with P/E multiples potentially in the 25-30 range.

“CVS he sold out of toast Oracle booking holding alphabet and Warner Brothers Discovery even Amazon sold out of that position entirely”

The YouTuber highlights Bill Ackman's significant investment in Alphabet, noting he bought aggressively when concerns about AI threats (like OpenAI and ChatGPT) made the stock cheap. The core business is now improving, with re-accelerated revenue and momentum in cloud and AI infrastructure (TPUs, DeepMind), suggesting it's a long-term holding that was acquired at an opportune time.

“this is one of those big tech stocks that I think is going to be around for a very long period of time and if you're buying aggressively when it's cheap that can be a phenomenal investment”

Alphabet is seen as a strong AI play due to its Google Cloud infrastructure, which supports both internal models like Gemini and external developers, similar to AWS. This provides multiple tailwinds, including advertising applications and the ability to leverage various AI models, making it a long-term beneficiary.

“I think alphabet has a number of different Tailwinds one building that cloud itself but then also the applications that they can incorporate their artificial intelligence tools.”

The analyst believes Alphabet is a strong buy due to reaccelerating revenue growth in its core search and YouTube businesses, the profitability and high growth potential of Google Cloud, and the significant upside from Waymo's autonomous driving technology. He notes the stock trades at a reasonable 21x forward earnings, which is attractive given its expected revenue growth and strong position in AI.

“alphabet much better positioned than I think a lot of the other tech companies when it comes to artificial intelligence when it comes to monetizing advertising and that's why this is one of my top stocks for May 2024”

The analyst argues that Alphabet's core business is a good value, but the significant upside potential lies in Google Cloud. He believes Google Cloud is well-positioned to capture growth in the AI sector due to its proprietary TPUs, existing infrastructure, and open platform approach, which could lead to substantial revenue and margin expansion, similar to AWS's impact on Amazon.

“the upside is in this phenomenal growth Tailwind that we have with the Google Cloud so don't overlook Google Cloud as the fundamental driver of alphabet as a stock going forward very much in in the same way that AWS was actually the driver of of Amazon stock over the last 10 to 15 years”

The YouTuber suggests Alphabet (Google) is a strong investment due to its extensive existing infrastructure, its ability to integrate AI directly into widely used products like Google Search, and its Google Cloud platform which aims to differentiate itself by supporting open-source AI models. This allows Google to leverage its user base and cloud services to monetize AI effectively.

“from an application standpoint I think both alphabet or Google and meta have a much better case from an investment perspective than open AI or even Microsoft people don't use Bing that's just the reality they use Google search so if you can start to incorporate some of these answers into Google search which they've already started to do include image Generation all those kinds of tools we don't have a monetization tool for AI yet but the technology is clearly there and the infrastructure is clearly there”

The YouTuber indicates that David Tepper is selling Alphabet shares. This action aligns with Tepper's strategy of taking profits from stocks that performed well in the past year, particularly those associated with the AI trend, suggesting he may view them as having reached peak valuation or having less upside potential.

“but he's selling things like uber alphabet AMD Intel these are stocks that did pretty well over the past year and were part of that artificial intelligence play so is he starting to pull back on those it certainly looks like it with a lot of these Investments.”

The analyst recommends Alphabet, believing the market initially undervalued its AI capabilities. He argues that AI will be a 'sustaining innovation' where Alphabet's data, infrastructure, and speed give it a competitive edge, despite Gemini's issues. The company also benefits from its strong core search business, growing YouTube platform, and the newly profitable Google Cloud, with potential for margin improvement and stock buybacks.

“I think what we're seeing in AI today is that this is going to be much more of a sustaining Innovation than it is a disruptive innovation that means that the companies that are leaders in the space leaders in technology are going to be the companies that lead in artificial intelligence.”

The analyst suggests Alphabet as a key AI player, highlighting its long history in AI with DeepMind, Google Cloud, and the invention of the TPU. Despite the challenge of transitioning from a search-driven business, Alphabet's scale, integration with Android, and preferred deals with Apple position it well to monetize AI through search, YouTube advertising, and the growing Google Cloud business.

“I think alphabet is extremely well positioned to be another major player in the AI Market that could help grow the core business in search could help advertising in YouTube or it could just grow the Google Cloud which is already a massive business.”

The analyst believes Alphabet, through YouTube and YouTube Shorts, would be a major beneficiary if TikTok is banned or forced to sell in the US. This event would drive users and advertisers to YouTube, resulting in incremental revenue with minimal additional cost, boosting profitability and removing a key competitor.

“I think meta and YouTube are likely going to be the the two winners and it's not really clear which one is going to take how much market share but again a lot of the content is going to end up on both of those platforms both with shorts and then Instagram reels and this might not be a massive impact but even a 5 6 7% increase in revenue for you YouTube and for meta's app platforms could be a really nice boost and these are going to be incremental sources of revenue not a huge increase in cost so a lot of that money is going to disproportionately flow to the bottom line”

The YouTuber suggests that Alphabet is a good long-term investment, similar to how Bill Ackman invests. He notes that Alphabet is a contrarian play in tech right now but has billions of users, a lead in AI, and is a positive cash flow business. He believes it could be seen as a value play with potential for fundamental growth and multiple expansion over the next 5-10 years.

“if you're looking at the next 5 to 10 years in technology and kind of the big players in Tech maybe alphabet is really a good place to look because they have billions of users for a lot of their apps they have a lead in artificial intelligence and a lot of different ways they have a lot of challenges there's no there's no way around that but this is a very positive cash flow business with its search business and I think could be seen as a value”

The YouTuber highlights Alphabet's Waymo as a leader in autonomous driving, citing its significant mileage driven and low disengagement rates compared to Apple's failed efforts. He suggests that Waymo's horizontal business model, focusing on licensing technology rather than manufacturing vehicles, is a more viable and scalable approach for the autonomous driving market.

“If you're using a horizontal business model which is much more like a software company but that's not the way that Apple has often operated.”

David Tepper has started to reduce his position in Alphabet, after significantly increasing it in 2022 and 2023. This move is presented as part of a broader trend where Tepper is selling off major technology companies that have seen substantial gains, likely due to valuation concerns.

“Alpha alet we see a much much longer history of owning at least some shares of the stock but obviously in 2022 purchased a much larger position almost 2 million shares worth of stock that was increased in 2023 to 2.75 million shares of stock and now that's started to come down started to pair that position a little bit.”

The analyst believes Alphabet is currently undervalued, trading at a reasonable 24-25x earnings/free cash flow, especially considering its strong infrastructure, custom chips, and billion-plus user products like Search and YouTube. While acknowledging recent AI missteps due to cultural issues, he argues that if the company undergoes a leadership and cultural shift, it could unlock significant upside in the AI market, similar to Microsoft's turnaround under Satya Nadella.

“I think that's where you could see this stock have a ton of potential.”

Hoium recommends Alphabet, noting that despite recent market nitpicking, the company shows strong revenue growth in search, improving profitability in its cloud business, and continued YouTube growth. He views it as an industry leader with no real competitors in search, offering potential in AI and autonomous driving, and currently trading at a discount.

“I think this is still one of the best companies in the world to buy today and I will happily take the discount that investors are giving over the last couple of days.”

The analyst believes Alphabet is a 'no-brainer' buy due to its strong core Google services, growing and recently profitable Google Cloud segment, and the optionality of Waymo. He highlights its reasonable valuation at 22x forward P/E and 21x forward P/FCF, along with increasing share buybacks, as key reasons for long-term bullishness despite its recent run-up.

“I think this is the one no-brainer stock in the Magnificent 7 and out of the big tech stocks I think there's still a lot to like with alphabet today.”

The analyst recommends Alphabet as a 'don't overthink it' investment, citing its dominant search engine, growing YouTube business, and optionality in areas like Waymo. He views it as one of the best-performing Magnificent Seven stocks operationally, with a reasonable valuation and strong historical growth.

“sometimes investing is simple just buy the best companies the products that you use every day I think alphabet and its Suite of products lives in that category there's a lot of potential for growth”

The YouTuber highlights Soros's significant position in Alphabet, acquired mostly in mid-2022, and states that Alphabet is one of the better values in tech among big tech companies. This suggests a belief in its continued growth and undervaluation.

“alphabet is I would argue is one of the better values in Tech right now especially those big tech companies so very interesting stock for for George Soros to be owning”

The market overreacted to slower cloud growth, overlooking the strong performance of Alphabet's core search and YouTube businesses, which are growing revenue by double digits. The company has significant upside potential from YouTube's evolving content strategy (e.g., NFL deal) and Waymo, despite a current P/E of 25. The recent 10% price drop presents a good buying opportunity.

“I think this is one of the highest quality companies on the market today so getting it at a 10% lower price than we had a week ago I think is a great buying opportunity”

The YouTuber argues that Alphabet (specifically YouTube) poses a significant competitive threat to Disney's core media business, particularly in sports content. Alphabet's vast financial resources and existing user base could allow it to outbid Disney for crucial sports rights like the NBA, thereby eroding the value of Disney's ESPN and overall media bundle. This competitive pressure makes Disney a less attractive investment.

“Alphabet or Google as a company has far more resources from a cash standpoint to pay out something like the NBA and potentially get content that's going to reduce the value of some of Disney's assets like ESPN.”

The analyst suggests Alphabet as a defensive stock because its services are deeply integrated into daily life, making it resilient even in a market downturn. Despite a higher valuation (29x P/E), its strong margins, diverse products with over a billion users, and leadership in search, streaming, and AI position it to hold up well when other tech stocks decline.

“in a market downturn as a lot of tech stocks go south I think this is one that's going to hold up relatively well”

The analyst recommends Alphabet due to its tremendous revenue and net income growth over the last decade. He highlights strong tailwinds from its core Google search business, YouTube, and significant optionality in AI and Waymo, expecting double-digit growth for the next 5-10 years despite its large size.

“there's still a lot of Tailwinds behind alphabet and I think for investors that is just a great reason to buy this stock”

Travis Hoium argues that Alphabet, despite its current valuation, is a great buying opportunity due to its dominant position in search and advertising, the continued growth of YouTube, and the potential of its 'other bets' like Waymo. He believes the core business is resilient against AI disruption and will continue to generate significant cash flow, making it a long-term value stock.

“this is a stock that I wouldn't mind adding to right now but on any sort of pullback in the market this is one is definitely on my short list”

The YouTuber argues that Google's core search advertising business model is fundamentally incompatible with the disruptive nature of AI chatbots. Even if Google develops a successful AI product, the monetization of search results through ads will likely be significantly diminished, leading to lower revenue and margins compared to its traditional search engine dominance. This structural challenge makes Google a less attractive investment in the long term.

“Google still could be a loser in this AI battle.”

Travis Hoium expresses skepticism about Google's long-term investment potential in AI, despite its current leadership. He believes that as AI models become more efficient and run on devices, the value may shift away from large cloud-based AI providers, potentially reducing the sustainable advantage of companies like Google.

“I have a lot of questions about whether it's going to be the big companies like Google and Microsoft and Nvidia that seem like clear leaders today in artificial intelligence”

Despite recent setbacks with its AI product demo, the YouTuber believes Google (Alphabet) presents an opportunity for investors. Google possesses strong technical capabilities and a vast user base across products like YouTube and Android, allowing it to integrate AI for better advertising and search assistance, creating a significant AI tailwind.

“Google is not going to take this potential disruption lying down they we know that they have their own artificial intelligence capabilities.”

Travis Hoium argues that the market's negative reaction to Microsoft's AI integration with Bing is an overreaction, creating a buying opportunity for Alphabet. He believes Google's search dominance is sticky, the company has other strong businesses like Cloud and YouTube, and Google will respond effectively with its own AI products. The stock is trading at a reasonable 21 times earnings.

“I think the Market's overreaction has become a buying opportunity this is a stock that I'm going to look to add more to my portfolio over the next couple of weeks because if this AI hype cycle gives investors a discount I think that's going to be a great buying opportunity long term”

The YouTuber recommends Alphabet, arguing that despite concerns about disruption from new AI like ChatGPT, Google's vast data and network effects will allow it to leverage AI to enhance its search and other services. He believes AI will further entrench Google's position and lead to new product integrations.

“I think this is going to be something that just entrenches them even more in that search space”

The YouTuber highlights Alphabet as his top play for the year, having seen significant gains since his initial entry at $120. He emphasizes its strong performance, being up 25% year-to-date, and encourages holding onto winners.

“This was my number one play of 2025, but it is my number one play for this year by default, just because my runners, the amount of shares, I think I made 300,000 off this play alone.”

The YouTuber recommends Google as a strong buy, highlighting its significant past performance, having risen from $120 to over $330. He emphasizes that it's a winning stock and advises investors to be where the winning is taking place.

“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 G L. All right, you need to be where the winning is taking place.”

The YouTuber recommends buying Google on any pullbacks or dips, expressing strong confidence in its continued growth due to its diverse portfolio including YouTube and Gemini. He notes its past undervaluation and recent institutional recognition.

“But on any pullbacks, any dips, that's your time to shine. That's your time to get in and make it do what it do.”

The YouTuber is a long-term investor in Google, believing it is the 'top dog' in terms of future global trends. He highlights the value of YouTube, suggesting it could be bigger than Netflix and that even if spun off, it would be larger than many companies.

“Do not sleep on Google. I think they are the top dog in terms of where the world is going. YouTube is, if it ain't already, bigger than Netflix will be bigger than Netflix.”

The YouTuber recommends buying Google (Alphabet Class A), highlighting its significant upside potential once it firmly establishes its position, especially in search and competition with AI like ChatGPT. He believes it could reach $300 within 12 months once it breaks $200.

“When Google gets their feet planted firmly, especially around search, especially around figuring out how to compete with chat GPT or whatever, you are going to see some upward movement in this one.”

The YouTuber suggests buying Alphabet (Google) if it pulls back to previous low levels around $148. He views it as a quality company that was undervalued at those levels and expects it to rebound towards the $200 mark.

“if you see these levels again, you might say, 'Damn, coach, I missed it this time. Now I can get it and then know that we going to make a move back towards the upside.'”

The YouTuber recommends Google as a long-term buy, noting that during market corrections, quality companies like Google become available at attractive prices. He expects it to remain a significant player once it 'gets it all figured out'.

“Google, ticker symbol GL, sitting at 150. When they get it all figured out, they will be players in the game, too.”

The YouTuber recommends buying Google if it falls back under $200, specifically mentioning $180 or $190 as attractive entry points. He notes its previous high of $202.66 and suggests that a return to that level from a lower entry would yield a 20-25% gain, emphasizing that the market often retests significant price points.

“if they fall back under 200 although that's not a good thing you now know the level one thing you guys got to know about investing they try to teach and give you Clues so they'll hit a number there's no coincidences in the stock market”

The YouTuber recommends buying Google Alphabet Class A on pullbacks, specifically if it returns to the $160 level, after having previously taken it from $160 to $200. He highlights YouTube as a highly undervalued asset and believes Google has strong long-term potential due to its various levers for growth.

“Don't try to buy this when it's at 200 when I keep telling you to get this at 160 we take it from 160 to 200 so on these little pullbacks you're getting a chance to get a rinse and repeat opportunity.”

The YouTuber has been bullish on Google since $160, with a target of $182 and then $200. He notes that momentum is carrying it towards the $200 target and advises taking profits once targets are hit, but also riding runners higher.

“I told you about this at 160 I told you this is going to 182 then 200 so 200 was just that stretch I'm looks like momentum should carry this”

The YouTuber recommends buying Google (GOOGL) if it pulls back to $174, stating that it's not too late to get in. He highlights a previous successful options trade by a follower and his own similar trade, suggesting that the stock has further upside potential towards $200 and beyond, making it a good candidate for 'rinse and repeat' trading.

“Google everybody is it's not too late Google is going to fall back down to 174 okay when you see it don't be like oh it's down just like Sofi giving y'all another chance whoever missed it when it just ran to 17 now it's back down to 15 get in rinse and repeat take profit when it's up Let It Come Back Down Reby or add to your position and do the same just get in the habit of rinse and repeating”

The YouTuber recommends buying Google options with an April 17th expiration, targeting $182 and potentially $200. He advises looking for a strike price with a Delta of 55 or higher, specifically mentioning a 165 strike with a 70 Delta, and suggests buying on a red day for a better entry price.

“Google is ticker symbol g o e g l this one again I told you 182 that's Target number one... push this one out to April 17th... a good strike price let's look at 165 that's a 70 Delta I can live with a 70 Delta.”

The YouTuber recommends buying Google for a long-term play, noting that while it moves slowly, it makes significant moves once it does. He suggests a 3.5 to 6-month timeframe for it to hit targets of $182 and $200, emphasizing patience despite its slower pace compared to other stocks.

“Google moves the slowest but makes the biggest move once it finally move meaning you got to have 3 and 1/2 to 6 months on this for it to hit his Target so coach been pounding the table man this is going to 182 and 200.”

The YouTuber recommends buying Google (GOOGL) with price targets of $180 and $200. He emphasizes getting in early before the stock runs up, stating he has been calling for a move to $200 and is now recommending it at $168.94.

“I have a 180 and a $200 price Target on this one so as you think about plays that for the month of December whether you want to be in ahead of time one thing about me guys I'm going to make sure you're in it so that you can receive the rewards of it not tell it to you after it's ran I've been telling you this going to 200 I'm not telling you about it at 200 I'm telling you about it when it's 168.”

The YouTuber would consider buying Google if its price drops by 5%, 10%, or 20%. He identifies these pullbacks as chances to invest in 'beat down' but fundamentally strong assets, aligning with his strategy of buying low.

“I'm either going to look for an opportunity in something like that's ready to run like a Google or AMD something that's beat down remember 5 10 or 20% lower already”

The YouTuber identifies Google as a '100K play' due to a recent 4% pullback caused by DOJ actions, creating a buying opportunity. He suggests accumulating in the lower $160s, specifically around $164 or $160, with targets of $180 and eventually $200 by the end of 2025.

“This play is your 100K play all right the doj made them get rid of Google Chrome or trying to at least okay and that pushed the stock down look at this it pushed the stock down nearly 4% okay and so that is creating a buying opportunity in the lower 160s especially if it Go lower riding it back up to where it fell from as well as the target of 180 and eventually $200.”

The YouTuber sees Alphabet Class A (GOOGL) as a 'double up' opportunity, expecting it to hold $181 to move to $182, then $192, and eventually $200. He advises patience as it takes a 'scenic route'.

“Again looking for a move of 181 to hold and sustain itself so we can go to 182 that will open the door for 192 and eventually 200 be patient they're taking a scenic route but don't miss the double up okay don't miss the double up in your options on these plays okay.”

The YouTuber strongly recommends Alphabet (GOOGL), stating he wants everyone to partake. He highlights its recent performance, having moved from $164/$167 to $180, and predicts it will reach $182 in the near term before heading to $200. He emphasizes getting in early for maximum impact.

“I told you guys this is one I want everybody to partake in matter of fact I'm going get ready to prepare you guys for this one ticker symbol g o l sitting at 18090 this one is headed for $82 near ter before making its way to $200.”

The YouTuber sets price targets for Google at $182, $194, and $200, advising viewers to buy low to maximize profits as it reaches these levels. He emphasizes a step-by-step approach to these targets.

“I want you guys to have those levels in that order on Deck all right you have to go in steps you have to go in hurdles okay you have to hop one so you can get to the next one so I don't want you getting ahead of yourself but I want you to always know the destination and my price targets are where coach is telling you these plays will go okay”

The YouTuber strongly advises buying Google (GOOGL), stating it is headed to $200. He emphasizes a 'always be buying' strategy, particularly on red days or dips, to capitalize on anticipated year-end rallies around Thanksgiving and Christmas.

“This one is Google G ogl sitting at 17123 this is going to $200 guys I don't want you to miss the ride.”

The YouTuber recommends buying Google (Alphabet) stock, citing strong Q3 earnings with 15% revenue growth driven by AI demand in its cloud computing business. He also points to a technical 'inverse Head and Shoulders' pattern and 'thin structure' on the chart, suggesting an explosive move upwards. He anticipates the stock will reach $190 and then $200 by year-end, with potential pullbacks offering further entry points.

“I want to show you how and why our next step is the $10 to $200 level 190 obviously has to get hit first 190 is going to open the door for 200.”

The YouTuber lists Google as one of several stocks to keep on the radar, implying a positive outlook without providing specific detailed reasoning beyond general market sentiment.

“And so other ones should be on your radar guys is meta avgo okay Amazon and Google put those on your list as well okay”

The YouTuber suggests looking for a pullback in Google, potentially caused by non-farm payrolls news, as an entry point. They note it was up over 1.5% and hit $167 in after-hours, expecting it to test that level again.

“look for the news and nonfarm payrolls to make a pullback if it's not good okay that's an entry that's all it serves as the rest of this stuff will go up okay”

The YouTuber previously sold Google at a higher price but is open to re-entering the stock. He would consider buying on any pullback if the company reports strong earnings and demonstrates continued strength, potentially using call options instead of shares.

“I'm not opposed to getting back into this if they go back and if I see continued strength okay if I can see them weathering this storm and if they do good on earnings this week.”

The YouTuber identifies Google as a stock that is poised for a significant run, similar to Tesla. He notes that Google has been a laggard compared to other high-performing tech stocks and suggests it's a good time to accumulate shares, especially when prices are low, advocating for dollar-cost averaging.

“Google and Tesla those two guys have been laggers along with apple but I'm not adding Apple to this piece right here okay but Google and Tesla been some of your laggers if you compare to meta to AMD to mvidia to smci and others okay”

The YouTuber suggests buying Google if it pulls back to around $140, emphasizing dollar-cost averaging to avoid missing out on potential continued upward movement, even though current levels are considered high.

“if this pulls back to around this level right here 143 let me see this more like this level 140 if you see something like this that is a decent dollar cost average level”

The YouTuber suggests buying Alphabet, noting its recovery after an earnings sell-off and its attempt to recapture the $150 level. He advises using any potential future sell-off as an entry point, warning against buying high.

“All they're doing is trying to recapture that level okay don't rule off another sell off in this as well though guys it comes with the territory so use it as a entry okay stop buying High stop getting bull trapped meaning you're buying when it's high and then right when you buy it drops down low try to avoid that guys manage your risk that means use your stop loss if you need to”

The YouTuber recommends Google, noting its recent move from $140 to $145. He suggests dollar-cost averaging, particularly if the stock pulls back to the $140 level or lower, expecting it to retest and surpass its previous high of $150.

“I wanted you to get this at the 140 level but again if you dollar cost averaging buy a little here buy more if it come to 140 and lower okay this should retest and recapture that 150 level and then throughout the year this should continue to go higher as well”

The YouTuber suggests Alphabet (GOOGL) as a 'banger, runner, and winner,' noting its current price of $153.51. He points to a similar pattern to AMD, possibly an inverse Head and Shoulders or a cup and handle, indicating an impending explosion.

“Alphabet ticker symbol g l sitting at 15351 up a138 on a day same pattern is below guys same thing you saw with AMD they going to make the same or similar pattern this is a inverse Head and Shoulder or a cup and handle and boom this is exploded similar to what AMD probably going to do.”

The YouTuber expects Google to crush earnings, similar to Meta, and sees any significant pullback (5% or more) as a buying opportunity. He notes that the stock has already hit his previous $150 price target.

“if they pull back even after a good beat you guys need to look at that as a buying opportunity especially if you for those of you that might have missed the ride up.”

The YouTuber is watching Google as it makes its way to $150. He includes it on his list of stocks that are about to "run big" and suggests buying the dip.

“Google ticker symol g o o g l 14596 this one was flat on the day okay still making its way to 150 got my eye on that.”

The YouTuber reiterates his previous $150 price target for Google, noting the stock is steadily approaching it. He suggests it's a good investment, emphasizing the importance of managing risk and taking profits.

“Remember before anybody said it I told you I had a $150 price Target on this we're slowly creeping each and every week we're getting closer and closer and closer okay guys it's okay to lock it in profit it's okay to let some runners run okay you have to manage your wrist on this game don't get greedy all right”

The YouTuber believes Google will continue its upward momentum into 2024, expecting great things and further upside. He has a price target of $150 for the stock.

“I see this continuing to go up even more in 2024 I have $150 price Target on this one and so again guys I'm expecting great things and still more momentum to the upside.”

The YouTuber recommends Google as a top stock for 2024, noting its nearly 50% year-to-date gain and potential for further upside. He maintains a personal price target of $150, suggesting it's a good long-term play despite potential market volatility in March/April due to rate cuts.

“Google is definitely top of my list in terms of stocks that I will be rocking out with for 2024 that I will be keeping an eye on and managing and monitoring how they are doing.”

The YouTuber recommends buying Google, emphasizing dollar-cost averaging when it was at $122-$124. They expect it to eventually reach $128, then $132, and ultimately $150.

“Google tiger symbol g o o l alphabet Class A sitting at 12644 it was just 122 and I kept pounding the table guys at 122 124 you want a dollar cost average because again this is going to take off eventually capture 128 132 in route to 150 okay don't miss the ride”

The YouTuber suggests buying Google, noting that despite stellar earnings, the stock sold off by 10%, presenting a buying opportunity. He advises considering it at $120 or below, highlighting that companies can perform well and still see their stock drop, creating attractive entry points.

“I want you guys to consider this a 120 or below preferably”

The YouTuber identifies Google as a favorite big tech company and a strong buy opportunity, especially if it reaches $120 or below. He maintains a $150 price target and sees the recent sell-off as a chance for long-term investors to accumulate shares at a lower average cost.

“if you see it at 120 especially or below 120 like 11980 11875 things like that 11750 guys that is a buy”

The YouTuber recommends buying Alphabet Class A (GOOGL) on pullbacks, specifically below its current price of $135.26. He has a price target of $150 and believes that once positive momentum returns to the market or after September, the stock will move towards this target, making current dips an opportunity to accumulate.

“I have a 150 price Target on this one so on pullbacks when I say pull backs I'm talking about stuff like this down at 133 down at 1 30 down at 128 stuff like that that is buying the dip knowing that we are in route to 150.”

The YouTuber is looking for buying opportunities in Google, either on a pullback or continued upward movement, with a price target of $150 within three to six months. He notes the stock was up nearly 4% recently and believes the upward trend will continue despite seasonal September weakness.

“I have a hundred and fifty dollar give or take price Target on this and so I'm expecting this over the next three to six months to be making its way at some point towards that price Target.”

The YouTuber is bullish on Google, having invested $20,000 when it was under $120. He foresees the stock reaching $150 within the next three to six months, citing its recent performance and potential for further growth.

“I foresee this stock headed to 150 in the next three to six months guys it can get there sooner but you always want to give yourself time and Grace for the stock to fluctuate from an up and down perspective”

The YouTuber recommends buying Google on any pullback or dip, stating that the stock has significant room to run despite facing some near-term resistance. He highlights its recent positive performance over the week and month.

“anytime you see a pullback or a dip you are to buy the dip on this particular plate for right now okay Google is your next stock that I want you guys to be looking out for on the week it is up 2.2 percent on the month it is up another three point nearly four percent guys don't miss out on this one”

The YouTuber expresses high conviction in buying Google (Alphabet Class A) at current levels, especially below $130, with a target of $150. He views the recent market pullback as an opportunity to acquire quality stocks at attractive prices, anticipating a bounce back from support levels.

“I am going shopping I hope they stay around these levels because I buy stocks on Mondays and Fridays so I will be looking for these levels these low levels because where is this headed next 150.”

The YouTuber bought Google at $118, citing technical analysis that indicated significant room to run, unlike Apple which had reached new 52-week highs. He transferred profits from Apple into Google, believing it offered a better opportunity based on its technical setup and potential for further upside.

“I talked to you guys about at 118 I bought twenty thousand dollars worth of this for the simple fact that I saw the room it had to go from a technical standpoint man.”

The YouTuber likes Alphabet under $120, specifically at $118, and hopes for a drop to $115 or $110 to expand his position. He sees potential for a 15-20% gain, with price targets of $124, $127, and eventually $130.

“under 120 is a good level too because you got 124 on Deck 127 on deck and eventually 1 3 30 and this is an easy 15 20 percent play”

The YouTuber is buying Google (GOOGL) on a recent pullback, viewing it as an opportunity to get in at a lower price after it had previously run up. He believes the stock has potential to go up another 15-20% from current levels and identifies specific price levels (118, 115, 100) as good entry points for accumulation.

“I told you guys this is a play that I see going up another 15 20 from here it was just that 125 it has pulled all the way back this is why I love the game okay anybody that felt like they missed out on the run when I told you I bought twenty thousand dollars of this guess what you got your chance to get in with me.”

The YouTuber plans to build a larger position in Google, having recently invested $20,000 at the $118 level. He advises buying on pullbacks or down days, particularly on Mondays and Fridays, believing the stock has more room to run and could gain another 15-20% by year-end.

“I'm gonna still build this out even bigger because I think this has more room to run but I like to buy on pullbacks I like to buy on down days and rare days and most importantly I like to buy on Mondays and Fridays.”

Ray Dalio has sold Google, along with other major tech companies, as he shifts his portfolio from software to AI infrastructure. He believes it's difficult to predict which AI models will win, and these stocks have seen significant appreciation.

“Las otras ventas que ha realizado podemos ver claramente que son compañías tecnológicas que son las favoritas de algunos inversores. Ha vendido Google, eh Meta o Facebook y Microsoft.”

Google is presented as a top-tier business with multiple lucrative segments: dominant search advertising, high-growth YouTube streaming, and significant potential in Cloud and AI. The YouTuber emphasizes its competitive moats, the emerging value of Waymo's autonomous driving, and the strategic importance of Android, all contributing to impressive EPS growth and a relatively attractive valuation.

“Google es probablemente uno de los mejores negocios cotizados en bolsa y no lo digo yo lo ha dicho Warren Buffett dice que ha sido un error de hecho está aquí esta noticia de de de insider marke insider donde dice que cometieron un gran error por no haber invertido en Google.”

The YouTuber, who has held Alphabet as his largest single stock position for years, plans to continue holding. He highlights Alphabet's strong position in AI with Gemini 3, robust Google Search growth despite AI concerns, significant growth and profitability in Google Cloud, leadership in autonomous driving with Waymo, and potential entry into the chip market with TPUs. While acknowledging a higher current valuation, he sees strategic advantages in Alphabet's financial strength, data access, and user base, which could lead to an optimistic annual return of 16% if many factors align positively.

“Das ist also mein Blick auf die Alphabetakt Aktie. Ich werde die erstmal weiter halten und egal, ob man jetzt kauft oder nicht, verkauft oder hält das muss jeder für sich selbst entscheiden.”

The YouTuber holds Alphabet and discusses its strong profitability, growth in Google Cloud, and AI potential through Waymo. However, he highlights risks such as potential regulatory breakup (e.g., forced sale of Chrome), the impact of AI on search monetization, and a potentially less attractive valuation if special income effects are removed. He questions if it's still a growth stock or more of a mature cash cow returning capital.

“Die Alphabet Aktie habe ich selber im Depot schon seit Jahren. Das heißt, ich bin auch gezwungen, mir das regelmäßig anzuschauen und mich auch mit Risiken auseinanderzusetzen, die ich hier erwähnt habe.”

The analyst notes Alphabet's strong share buyback program and potential for 8-11% effective EPS growth, making its current P/E of 22-23 (expected) interesting. However, concerns about competition from Microsoft/ChatGPT and the current valuation being less of a bargain than before temper enthusiasm.

“dann finde ich so ein KGV auf den ersten Blick von vielleicht 22 an einem erwarteten KGV und von 19 oder 20 ja immer noch nicht utopisch und durchaus interessant”

The YouTuber suggests avoiding Alphabet due to potential negative impacts from the AI search competition. While Google has strong customer access, the new AI search models could lead to increased costs and reduced monetization for Google, as well as a potential loss of market share, justifying the recent stock decline.

“Es sind trotzdem nicht zwangsläufe gute Neuigkeiten für Alphabet und deswegen glaube ich auch dass da Sturz in der Aktie danach gar nicht so unberechtigt ist.”

The YouTuber implicitly suggests Alphabet (via Waymo) is a strong contender in autonomous driving, contrasting its comprehensive sensor approach and established AI expertise with Tesla's camera-only strategy. He notes Waymo's real-world deployment in some cities and Alphabet's financial strength and long-standing AI development (TensorFlow, Google Maps) as significant advantages, positioning it as a more reliable bet in the long-term race for full self-driving.

“Spannend ist auch das Remo zu Alphabet gehört Alphabet Geld für viele als das führende ki-unternehmen arbeitet schon seit über 20 Jahren an Maschinen learning algorit man hat mit Tänzer Flow eine eigene machine learning Plattform entwickelt auch Google Maps beispielsweise gehört zu Google also zu Alphabet und auch davon könnte waimo möglicherweise profitieren und Alphabet ist natürlich auch enorm finanzstark.”

The YouTuber, an Alphabet shareholder, discusses the potential threat of ChatGPT to Google's search dominance. While acknowledging the significant risk and the 'innovator's dilemma' Google faces, he believes Google has the technical capability to adapt. However, the challenge lies in monetizing a new search paradigm as effectively as the current ad-heavy model, which could temporarily impact profitability.

“Ich glaube aber auch wenn nicht so sein wird dann wird das eher noch Jahre dauern auch wenn man gerade sehr geflasht ist von diesen Ergebnissen und das größte Risiko ist nicht ob Google das technisch umsetzen kann ich glaube eher sogar dass Google wahrscheinlich das Unternehmen ist dass sowas am besten umsetzen können wird dass das Risiko eher daran besteht wirtschaftlich dass man vielleicht auf diese Technologie um switchen muss oder ist etwas zu spät macht weil die monetarisierungsform noch nicht so erprobt ist wie die bisherige”

The analyst suggests Alphabet has become inefficient, with excessive employee growth and high salaries compared to peers. By increasing efficiency, setting a 40% EBIT margin target, reducing 'Other Bets' losses by 50%, and increasing share buybacks with its substantial cash reserves, Alphabet could significantly improve profitability and shareholder returns. The core business is scalable, but operational bloat has hindered its potential.

“Wenn diese Unternehmen tatsächlich in einen deutlichen Modus schalten würden glaube ich würden sich gerade die Gewinne enorm positiv verändern was sozusagen die Bullen these dahinter ist”

The analyst is optimistic about Alphabet due to its strong fundamental business model, which he sees as largely intact with few risks. He notes its relatively attractive valuation compared to other tech companies, despite slower growth, and believes it has long-term tailwinds. He acknowledges the risk of high employee costs but views it as a potential opportunity for efficiency gains.

“Fundamental sehe ich am wenigsten Risiken bei Alphabet und Microsoft da sehe ich eigentlich auch langfristig völlig intakt ist Geschäftsmodell Microsoft noch mal etwas Thema bewertet auch das ist irgendwo ein Risiko als Anleger bei Alphabet gefällt mir die Mischung ganz gut wenig fundamentale Risiken ein schon relativ günstiges Bewertungsniveau nach meinem Empfinden gleichzeitig natürlich ein langsameres Wachstum aber trotzdem eine langfristige Kontakte Vision oder ein Geschäftsmodell das auch langfristig Rückenwind hat weshalb ich persönlich da optimistisch bin”

The YouTuber argues that Alphabet is currently undervalued, trading at a P/E of 19 and an expected P/E of 17, which is cheaper than Coca-Cola. He believes that many tech companies, including Alphabet, are now priced as value stocks despite their growth potential, making them attractive long-term investments.

“Schauen wir mal Alphabet ganz konkret an dann sehen wir hier ein Kurs gewinn-verhältnis von 19 ein erwartetes kursgewinnverhältnis von 17.”

The YouTuber recommends Alphabet for long-term investment due to its solid growth (around 20%), high profit margins, and continued growth opportunities in AI, cloud computing, and advertising. The current valuation at a P/E of around 20 is considered fair.

“Aktien Nummer eins ist Alphabet also der Google Mutterkonzern wächst immer noch relativ solide um und bei 20% hat eine hohe Gewinnmarge und hat immer noch Wachstumschancen nach vorne hin investiert stark in den ki-bereich hat ein cloudgeschäft das mit am stärksten wächst und selbst die werbesegmente und auch Youtube sind zuletzt noch gewachsen auch das bewirtungsniveau liegt um und bei einem 20er KGV noch das ist in meinen Augen sehr färbt nicht tatsächlich aber selbst in die App Aktie investiert warum habe ich schon mal in einem Video erklärt”

The YouTuber suggests Alphabet is a more attractive investment than Coca-Cola due to its higher growth potential and a more favorable valuation. Alphabet is currently trading at a lower forward P/E ratio (19) compared to Coca-Cola (24), despite offering stronger growth prospects and future vision.

“wenn man etwas mehr rendite erwartet dann sieht das für mich bei 11 wird persönlich schon deutlich attraktiver aus einfacher wenn mehr wachstum haben mehr zukunftsvision und also auch eine günstigere bewertung haben”

The YouTuber is buying Alphabet (GOOGL) due to its solid Q1 2022 results, strong growth across segments (especially Google Search and Cloud), and attractive valuation metrics like a P/E of 21. He highlights the company's ability to invest heavily in R&D and talent while still generating significant profits and executing large share buyback programs, which he believes is underestimated by the market. Despite some disappointment in YouTube ad growth, the overall business model is seen as robust with monopolistic positions in key areas.

“Ich selbst habe tatsächlich in Alphabet investiert und ich möchte er hier zeigen warum ich das getan habe was also auch meine Investment Hypothese dahinter ist.”

The YouTuber holds Alphabet as their largest position, with 121% gains. They believe the company has strengthened its position with Gemini 3 and maintains a dominant market share in search and online advertising, indicating strong fundamentals.

“Meine absolut größte Position ist mittlerweile Alphabet mit 121% an Kursgewinn. Das Unternehmen konnte erst kürzlich mit Gemini 3 seine Position gegenüber Konkurrenten wie Chat GPT stärken und die dominante Marktstellung im Bereich der Suchmaschinen und Online Werbung erfolgreich behaupten.”

The YouTuber recommends Alphabet, trading at a 26% discount from its all-time high. As the parent company of Google and YouTube, Alphabet dominates the online advertising market and generates additional revenue from Google Cloud and hardware. Despite regulatory pressures and potential disruption from AI search, Alphabet reported strong Q1 revenue growth of 11.8% and impressive profit growth of 48.7%, with a net profit margin over 30%. Analysts expect 13.2% earnings growth, and the YouTuber is confident in Alphabet's future leadership in the advertising market due to its massive AI investments.

“Diese Aktie wird derzeit mit einem Abschlag von 26% zum Alltime High gehandelt. Alphabet, die Muttergesellschaft von Google und YouTube hat hier den Onlinemarkt fest in der eigenen Hand.”

Alphabet is mentioned as a key holding in the YouTuber's active portfolio, which targets growth stocks. He maintains a long-term positive outlook, having invested in it as part of his strategy to identify companies with understandable business models, long-term growth potential, and undervaluation.

“Hier sehen wir viele Techunternehmen, wie z.B. Amazon oder Alphabet, aber auch viele Halplatteunternehmen wie KLA oder TSMC.”

The YouTuber bought Alphabet due to its duopolistic position in the advertising market, strong investment in AI, and presence in future markets like autonomous taxis and quantum computing. Despite recent stock price drops, the company shows strong EPS growth and is considered fairly valued with a P/E of 22 and P/FCF of under 30.

“Alphabet ist im Vergleich zu den großen anderen techaktien aktuell vergleichsweise günstig bewertet ein KGV von rund 22 und ein price to free casual Ratio von unter 30 entspricht aus meiner Sicht einer fairen Bewertung.”

The YouTuber holds Alphabet, the parent company of Google, noting a solid 39% unrealized gain on his position.

“Alphabet die Muttergesellschaft von Google ist solide 39% plus.”

The YouTuber argues that despite concerns about AI disruption, Google's financial data shows its moat is strengthening, not weakening. Revenue, operating margins, and free cash flow have all increased significantly since the advent of ChatGPT, and the company maintains a strong balance sheet. This suggests Google has the resources and time to adapt to new technologies, making it a solid long-term investment, even if not a 'home run' at its current valuation.

“There is no financial evidence that their moat is being challenged. In fact, it seems to be getting stronger over time. You couple that with a rockolid balance sheet and you have a situation that follows Buffett's first rule of investing. Rule number one, don't lose money.”

Google's primary appeal lies in its monopoly in search and its dominance in the highly profitable digital advertising space through Google Search and YouTube ads. While its Google Cloud business is growing, the core advertising segment drives the vast majority of its revenue and operating income, providing a strong, sustainable moat.

“I think the main focus of investors is certainly their Monopoly in Search and thus their dominance in the highly profitable digital advertising space.”

The YouTuber reports that Seth Klarman sold 63.4% of his Google position, moving it from his second-largest to sixth-largest holding. This is attributed to profit-taking from a stock that has seen significant appreciation (over 100% from early 2023 lows) and is considered pricey, swept up in the 'Magnificent 7' speculative mania. Other super investors, including Bill Ackman, also reduced their Google holdings, suggesting a collective move to take profits due to valuation concerns rather than fundamental changes in the business.

“I think what's more likely is clamman taking profits from a pricey stock that has been swept up in the speculative Mania around the Magnificent 7.”

The speaker argues that Alphabet (Google) is in a strong position in the AI market due to its existing revenue streams from advertising, which provide significant cash flow. They believe Google can leverage its ecosystem (Chrome, GCP) and bundle AI services like Gemini to maintain competitive pricing and attract users, despite potential short-term margin pressures, ultimately leading to a strong long-term position.

“I think what's going to happen over the course of the next year or two, OpenAI is going to need to scale their monetization efforts... And I think what's going to happen over the course of the next year or two, OpenAI is going to need to scale their monetization efforts.”

Cathie Wood indicates some concern regarding Alphabet, similar to Apple, believing it will be affected by market disruption. She implies it's not among the 'true disruptors' that will see significant market cap appreciation.

“somewhat uh alphabet as well but all of them have uh will be touched in some way uh by dis disruption to the traditional world order.”

The analyst suggests Alphabet is most at risk among the 'Mag 6' due to potential threats to its ad business from AI innovation. While acknowledging their vertical integration with TPUs and recent progress in AI, the core search business faces disruption. The analyst notes that while Google's ecosystem is sticky, the fundamental economics of internet-facing services are being undermined, posing a challenge to their existing business model.

“I think the most the the the company with the most at risk is alphabet like I think you've probably won me over Brett a little more than I'd like to admit on you know their ad business being you know potentially under threat because of the Innovation happening here”

The YouTuber is very bullish on Google, citing strong double-digit revenue growth across all core segments (Search, YouTube, Cloud, Subscriptions) and leadership in AI. He argues the stock is undervalued with a forward P/E of 18-20 for a company growing earnings at 20% annually, projecting a price target of $240 by year-end and $451 by Q1 2030 based on conservative DCF assumptions. He dismisses bear arguments about AI disruption and increased capex, explaining the latter is for growth.

“I believe Google's headed towards a stock price of $240 per share. We'll see how it goes from the current price to that number in this episode.”

The YouTuber argues that Google is a high-quality company trading at a discount due to perceived AI disruption risks. He compares its faster revenue, free cash flow, and EPS growth to Apple, which trades at a higher valuation, suggesting Google is undervalued given its strong fundamentals and adaptation to AI.

“In every way possible, Google's growing much faster than Apple. And if Google matched Apple's growth rate, people would be saying that the stock is disrupted. It's already priced for failure when the company's succeeding.”

Carlson sees Google as a strong buy, especially after its recent stock dip following increased capex announcements. He contends that the substantial investments in AI and cloud infrastructure are justified by overwhelming customer demand and are expected to generate high, predictable returns, making the company meaningfully undervalued.

“I think that Google is still meaningfully undervalued especially after this trade down”

The YouTuber considers Google a strong buy due to its attractive valuation, trading at an 18.9 forward PE ratio based on 2026 estimates, despite rapid earnings growth. He explains that a temporary low cash conversion rate due to high capex makes it appear more expensive on a free cash flow basis, but this is an accounting discrepancy. Google also demonstrates significant capital return to investors through buybacks and dividends.

“in my opinion right now Google remains a strong buy”

The YouTuber highlights Google's pricing power, exemplified by the aggressive price increases for YouTube TV, which despite customer complaints, continues to grow. He sees this as evidence of Google's vast portfolio of powerful businesses and their ability to raise prices, suggesting that if Google adopted a more cost-conscious culture like Netflix, its stock price could significantly increase.

“Google has powerful businesses with a lot of pricing power and that's illustrated by the growth in YouTube TV even though they've been raising prices aggressively.”

Carlson holds Google, believing its post-earnings dip is due to unfounded concerns about OpenAI's Search GPT. He argues that Google Search's established user base and advanced features make it resilient to disruption, and highlights the strong growth and increasing profitability of Google Cloud as a key positive driver for the company's long-term value.

“Once investors realize that search GPT is not going to steal any meaningful market share from Google I think investors will see this stock as more valuable.”

The analyst suggests Alphabet is a buy due to its relatively low P/E ratio compared to other FAANG stocks and consistent double-digit earnings growth. Despite concerns about AI investments and potential disruption to its core advertising business, the current valuation offers an attractive entry point with an expected annual return of 17% by 2027.

“wenn du der Meinung bist dass alabit es hinkriegt dann könnte jetzt eine interessante Einstiegs Chance sein”

The analyst expresses skepticism about Alphabet due to uncertainties surrounding the commercialization of AI in its search business, which could impact advertising revenue. While the stock is only slightly overvalued based on current estimates, its projected annual return of 9% over 2.5 years is less attractive than Amazon, making it a less interesting investment.

“für mich da ist die bit Aktie nicht so interessant weil ich schon gesagt habe ich weiß nicht wie die mit den Herausforderung klar kommen bezüglich künstlicher Intelligenz und von der Bewertung her sind sie jetzt auch nicht so sind sie nicht massiv unterbewertet insofern für mich weniger interessant”

Alphabet is considered a 'buy' due to its significantly lower P/E ratio (20) compared to Apple and Microsoft, despite having strong projected earnings growth of 15-16%. The YouTuber argues that the market undervalues Alphabet's AI capabilities (Google Bard, Gemini) and its ability to integrate AI to enhance its advertising business, leading to a projected annual return of 19% until 2025.

“Alphabet wä aus meiner Sicht tatsächlich ein Kauf und da könnte ich mir noch vorstellen dass die Aktie auch im Jahr 2025 weiter performt insbesondere dann wenn der Markt dann zu der Überzeugung gelangt dass das Geschäftsmodell von Alphabet nicht bedroht ist weil durch KI sondern dass KI einfach nur eine Unterstützung ist.”

The analyst suggests Alphabet (Google) is currently undervalued, trading at $87 with a fair value of $110 based on historical P/E ratios. Despite concerns about recession, slowing ad revenue growth, and potential competition from AI chatbots like ChatGPT, the company's strong market position and management's awareness of these challenges make it an attractive long-term investment if its business moat can be defended.

“man sieht es ist schon günstig und die Alphabet Aktie von der mental jedenfalls und wenn man daran glaubt dass es werden Geschäft verteidigt werden kann dass der Burggraben nicht austrocknet dann ist Elisabeth durchaus ein erfolgversprechendes Investment”

The analyst finds Alphabet attractive as a long-term investment, noting its strong balance sheet, stable cash flows, and continued hiring despite slightly falling margins. The stock is currently trading below its historical average P/E ratio, suggesting it is undervalued relative to its growth prospects, especially for investors who can forgo immediate dividends.

“Alphabet aus der Sicht wer auf Dividenden verzichten kann halte ich für attraktiv.”

The YouTuber bought Alphabet at 2590 Euros, intending it as a long-term core holding in his portfolio. He highlights its strong financial performance, even after a significant post-pandemic boost, and its ability to maintain high profit levels. He finds the current valuation (P/E of 26-27, P/S of 7) attractive, especially considering its projected return to a 20% growth rate after a year of exceptional gains. He views it as a relatively safe bet among large tech companies.

“ich habe die ende des jahres gekauft zum einstand von 2590 euro”

The analyst suggests buying Alphabet as a more reliable alternative to smaller, high-growth stocks. Alphabet exhibits strong fundamentals, consistent revenue and earnings growth without significant slowdown, and a more reasonable valuation compared to Trade Desk. It offers a lower-risk profile with solid long-term potential.

“ich würde jetzt erstmal mich zwingen nur eine aktie kaufen da würde ich entweder alphabet oder meter holen aber nicht traders”

The YouTuber is highly bullish on Google, considering it a 'no-brainer' play due to its strong valuation, specifically its lowest P/E ratio relative to the market among the Mag 7 stocks. He emphasizes Google's dominance in marketing through search and YouTube ads, noting that advertising spending will continue to rise. He also dismisses antitrust concerns, drawing parallels to Microsoft's past legal battles, and highlights Google's consistent earnings performance.

“Google has the best valuation the best number one because this stock looking at my notes here has the best PE ratio the lowest PE ratio of Mag 7 the best I invested heavily because the valuation um is the is really really important to me at the end of the day right I'm talking about leadership I'm talking about all this stuff right but at the end of the day it comes to valuation it's money guys money money money we why are we here you we trying to make a lot of money we're trying to get richer we're trying to get retired we're trying to get money so when it comes to money I look at the facts as well I'm not just looking at the oh the paler CEO is good right no no no I'm not dumb I'm not just looking at the CEO he's saying good things I look at the numbers as well”