Solving The Money ProblemANALYSTJul 25, 2026“Google is the best publicly traded AI investment due to its 32% historical ROIC, aggressive AI infrastructure investments, and multiple revenue streams including Cloud, YouTube, and search.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
When you are a machine and a group of people and a business model that compounds money at 32% over 20-year average, you give these guys the benefit of the doubt.
if you want to bet against Google's deployment of capital into infrastructure because you'd rather have them give you cash for your shares today, you shouldn't own the stock.
I think if Google, in the worst case scenario, none of their application layer stuff works, none of their network effects work, and they don't have any good models, they're still going to have the world's best infrastructure they can print cash on for years if you believe in AI. So if you want to bet on AI, I think the best public market stock to own is Google.
The structured call
The receipt
Publish-day price $$342.09 · the claim is anchored to the moment it was said.
