GOOGL 全部观点

All right, next up, we've got Google, one of the bigger companies in the stock market with a down day of 3.8%. You can see price action coming through and settling today's close right on this gap fill.

What we've got going on with Google are two things. largely we've been trading within the parallel channel. Breached the top ever so slightly, but now we find ourselves getting rejected by the 50% area of this parallel and coming right back down.

Google,

It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.

They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

I believe the telecommunications services sector is still leading the way this morning, and that's thanks to Alphabet Google, not Meta.

I recommend you keep an eye on Alphabet Google's telecommunications services stock again. Today, the stock is leading the rise by 1.5%, and if we look at it from a technical perspective, this is a three- year weekly chart.

If we draw a downward trend line from the highest closing levels on the weekly chart, we will find that we have already passed the 20-week moving average. If we draw another downtrend line from the highest trading points, we can say that the $368 level is the next major resistance area before the price attempts to break through it, and that the MACD indicator is also in an upward position .

These are the types of technical analysis that have already seen strong continuation over the past two weeks.

About 18 months ago, Shawn pitched Alphabet as the cheapest of the Mag 7 back when the market was busy pricing in the death of search. But since that episode, the stock has roughly doubled and the death of search never actually showed up.

What did show up as a company that now plans to spend around $200 billion in a single year on data centers, has stopped buying back its own stock entirely, and has raised over hundred billion in capital to fund this spending.

We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

Alphabet had a nice gap up this morning, gave it back up, filled the gap in, and that's a healthy thing, I think. Uh and it's above the 50-day moving average. We need a close here with good volume uh for this to be a healthy candle. I suspect we'll get it.

The Google call 325 was like on the dollar last week.

And one of the ones that we agreed wholeheartedly has a huge opportunity ahead of them is Alphabet in Google. So, Alphabet not only is one of Nvidia's biggest customers accounting for somewhere around 10 to 15% of their revenue.

It's also one of their biggest competitors with TPUs. So, they're using that to power not only their own AI devices, but also their own cloud. They're selling them to companies like Anthropic who are training on TPUs.

Google McDougall up 2200.

Google McDougall, I mean, it's hard to sell Google. I've already sold a lot of shares of Google. This is about a $76,000 position. 40 almost $42,000 of that is gains. Why why do I want to sell any Google McDougall? Like, you know, so that's my perspective there.

joining us today with the latest sentiment data for Alphabet Google. And Alphabet Google's one of the winners in the market today, but walk us through your latest sentiment data on a headline level, Andy.

Yeah, I think Google's one of the winners today and they're the one of the winners long term and probably a winner forever because this is a company that's executed against these type of opportunities over and over again for decades in a very strong way.

Same thing with Google.

trying Google also, you know, you could say, "Hey, look, obviously went to the 200 day. It's not special. It hit a low of 330." Um, if you think this is going to wake up because now it might slow down the the compute spend and all that kind of stuff.

Probably could be long versus 330. You could go like this and at some point maybe it takes back the moving averages.

Well, you know, you can't have a conversation about autonomy without talking about Alphabet and Waymo, right? I mean, there's just no way. And so, I had to bring, uh, Alphabet to the table.

You know, Waymo has really emerged so far as the kind of clear operational leader in commercial fully driverless ride hailing, um, particularly, of course, in the US. You know, this is a real revenue generating business that's operating in a meaningful scale.

Number two is Alphabet or Google. I'm buying this and holding forever because its dominant search and advertising business generates enormous cash flow while its leadership and AI, cloud, YouTube, and other emerging technologies gives it multiple engines for long-term growth.

One of the most interesting parts is that you're getting exposure to several potential future giants beyond search and YouTube. Whimo. This is Alphabet's autonomous driving company already operating commercial robo taxi services and expanding into more US cities in Europe.

SpaceX. Alphabet has a 4.2% stake making it one of SpaceX's largest shareholders. Anthropic. Alphabet has made major investments in the claude AI company, giving Google indirect exposure to another potential AI powerhouse.

Isomorphic Labs, Alphabet's AIdriven drug discovery company, using DeepMind technology to attack pharmaceutical research and drug development. Google DeepMind, technically part of Alphabet rather than a separate investment, but potentially one of the company's most valuable long-term assets as AI advances.

Moving on to Google. Started the week at 332. Similar to Amazon, went down and then U-shaped back up. Finished the week maybe about a percent. Finished the week at 335.

The company is launching their own Gemini native app on Windows PCs. This follows chatblad and others which have dedicated apps inside of the ecosystems whether it's Macintosh or in some cases Linux or in this case Windows PC.

Seems like it's a little past its prime but never late or better late than never.