GOOGL

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any weakness here is a really good buying opportunity. I like Google Alphabet for the long run.

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I would be a big buyer of of Alphabet on the dip here.

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I do like Google.

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This will be Google, Amazon, Meta, and Microsoft.

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that's going to be pretty much as automatic of a buy as you'll ever find in the market these days

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Shortly after that earnings report, we did have an analyst at Philip Securities upgrade their rating on the Alphabet stock to a buy.

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We remain bullish on Google.

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are you still bullish on Google after what they said? And my answer is yes.

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The Alphabet stock does still maintain a strong buy consensus.

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while maintaining buy ratings.

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AT LEAST THE ONES WE LIKE -- BROADCOM, NVIDIA, AMD, AND USERS LIKE AMAZON, MICROSOFT, GOOGLE, ETC., WE THINK THEY ARE PLAYING INTO A VERY QUICKLY GROWING MARKET.

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REITERATES A BUY RATING

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reiterates a buy rating while lowering its 12 price twelve month price target to 200 to $435 from 440

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that's why we like to wait for dips to buy these stocks. You got great dips now in semiconductors and memory, but Google is definitely going to be an AI leader.

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Google's a phenomenal buy cuz it didn't go up after it announced its phenomenal results and higher spending.

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he spent about 5 billion on class A shares at around $351

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So, the goal now is to buy these great companies, do what's called starter positions, and when we get these starter positions, we start to average down.

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this is a dip that we got to be buying.

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Google's another one that got brought up from our group today, right? A lot of these companies are approaching technically oversold levels. That if everything was fine, I would buy the dip so quickly and so easily cuz I love these companies. I want to invest. I want to go long

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I bought the dip on Tesla and on Google because of how much it sold off.

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It makes sense on why people are buying the dip into good quality companies they believe in. That might be Tesla for you, that might be Google for you.

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it's also not a terrible idea to be invested in good quality companies over a long period of time.

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Então, algumas gigantes subiram mais, Google subiu mais, a Nvidia também subiu agora no final do mês, mas também tinha corrigido mais forte, Alfabet, aliás, a Amazon, a Tesla também tinham corrigido e agora tão se recuperando. Então, elas estão com eh bem pouco rentabilidade, né, lucro nos últimos 3, 4 meses para quem segurou elas. E justamente isso que é o meu foco, né? Meu foco é daqui a pouco a gente tá finalizando essa fase lateral ao longo dessa semana. Então é um momento de consolidação, não de não de euforia, tá pessoal? ... Então, eu tô bem bullish em relação a elas, tá?

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that's going to be a great spot to pick up some Google.

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I talked about Google and I talked about Microsoft... those are two must-have.

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The two stock that are mustave are oldies but goodies. Microsoft and Google

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I'm buying Google.

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My verdict for Google is hold at today's price, begin accumulating around 320 and become much much more interested below $300.

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I personally cannot call Alphabet cheap using my own base case assumption. I would need either a lower share price or evidence that the $180 billion 2030 free cash flow assumption is actually too conservative.

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At around $358, Google is a hold or a very selective accumulate for me. Not one of today's strongest fresh buys.

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the stock around $317, or a cautious gradual buy for a long-term investor

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Between $300, $320, you could accumulate gradually rather than buying all at once.

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Below $300, the risk-reward becomes more attractive.

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beginning with a small position around the current price could be reasonable

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Another strong buy as well that we've seen today from Wall Street

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And at the very top of the AI cake, I've been pounding the table on Google and Meta Platforms.

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here's my personal opinion on Google stock. ... So, while analysts see a company that went from being one of Wall Street's safest picks to one of the world's biggest burners of cash, I see the only company on Earth that can actually justify this level of spending.

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It's in the NASDAQ twice because it actually has two tickers. G O G L which is for class A shares that come with one vote each and G O G for class C shares which have no voting power. When you combine them, Alphabet represents over 11% of the entire index, second only to Nvidia, which means this stock will get hit almost as hard by those same forced sales. So, when $4 trillion worth of new IPOs hit the NASDAQ 100, Google is the second stock I'm buying.

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Add in Google and Apple, which sit on tens of billions of dollars in cash and buy back their own stock every single quarter.

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Google is quietly holding the most attractive valuation to profit setup among all mega cap tech giants, making it a compelling candidate for value-oriented allocation during market pullbacks.

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Google remains an investment worth holding. And I love this pullback because the business just got fundamentally stronger and cheaper at the exact same time.

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Google

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The aggregate call here is a strong buy recommendation with an average price target implying about 25% upside.

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you can even plug in kind of the Google clouds

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a gente tem um Google que está rodando aí mais ou menos 19, 20 vezes o lucro para 2026, para 2027 está um pouco mais barato

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If you want exposure to adte, why not just buy shares of Google?

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buying and holding Google.

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I am big on Google. I I don't think that they're going anywhere.

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I will be adding to Alphabet over time, especially if there's any sell-offs.

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this could be another good buying opportunity for Google.

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a 7% sell off like today could be a decent opportunity to add to the position

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but I should have bought Google, too.

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So, let's go and hear straight from Warren Buffett in his own words why he's buying Google stock right now.

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I initiated a position that April tariff sell-off period, and on that stake, I have a 115% total return, and I feel pretty good about that as a long-term holding.

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I was loading up and I bought a large stake in the company.

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I bought around $25,000 at a cost per share of $162, and I have a 114% total return.

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I bought some more Google and I bought some Amazon on the live stream that we did earlier. I bought $1,000 of Google around 327 or 328 somewhere around there.

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I did a little bit of purchasing in my Google position the other day,

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I am willing to go in and add to my Google position.

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I bought some Google at $331. I bought like $230 worth of it just to increase this position by 10%.

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going in and buying things like Microsoft, Amazon, and Google.

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If I can get an opportunity to buy some of my hyperscalers, you know, my my Google position, my Amazon position, or my Microsoft position at lower levels, I'm going to take it because I get why the market's a little bit nervous about this, but I actually don't think it's anything new.

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if we see Google pulling back, I'm buying

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I'm interested in buying Google at the golden zone

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I'm interested in buying Google at the golden zone

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My game plan when it comes to Google is actually to accumulate at these levels

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I'm going to buy some Google

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I may actually start building into possibly my Google position because my Google position is only up about 10%, which is a bit lower than the rest of them are, right?

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I am going to favor Google a little bit just because Google is the one position that's not up like a good bit. So if we look at, you know, my Amazon position is up about 14%. My Microsoft position is up about 12%. I only started this portfolio 10 days ago. My Google My Google position on the other hand is up 8%. So since it's still maybe playing catch-up, I'll favor it a little bit and continue to dollar cost average into that bad boy.

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I bought a bit of Google because I was like, "Well, Google's getting treated unfairly." Seven hours ago on the stream, I bought $300 of Google at 343 bucks.

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When I can buy a Google at a macro buyer's zone when my HCI is at a minus 3.5, guess what? I'm going to.

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Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying.

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So, I'm going to start off with these three: Amazon, Google, and Microsoft.

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I'm going to go in and I'm going to be buying.

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still a decent area to add more if you're interested in. Of course, ideally, ideally, we might see a small correction happen and it goes back to $300, which is around 10% correction here. But this is still a pretty good area to add more for the long run.

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Right here in July was a pretty good spot to buy more.

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if you would like to add more or maybe start a position if you want. I do think these types of areas right now 330 340 is quite attractive.

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I love my Google position. I think it's a great company, the best ones out there.

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if we drop again lower to $300 or so, I'll be a happy buyer of more shares.

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The stock itself, in my opinion, it was a bit of an overreaction, but hey, may maybe it's an opportunity for those that wanted to add a little bit more.

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I would love to add more at either a cheaper stock price or maybe much cheaper valuation, whatever happens first.

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holding above 319 324 apparently could represent a prime long-term accumulation zone before trying to go back to 346 350.

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I I would love, again, I I've said it before, $300. If you can give me $300, $310, or maybe let's say a huge gift under $300, the forward PE is going to look much better. Yes, price to free cash flow is going to look horrible, but I get to own more of an amazing company.

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Alphabet, Google is again one of the best companies that you can get exposure to when you're looking for AI, robotics, autonomous vehicles, uh you name it, because they do it all.

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The closer we get to that in my opinion the more attractive this thing become.

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of course a Google an Amazon if you don't have enough of those can always go and check with those types of names because at the end of the day they are the ones that have the money

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If we can go back under $300, I mean, that would be a huge gift.

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if we do have a broader pullback, I'd want to own more of that name

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accumulate on any minor dips towards the rising 100 floor

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GOOGLE HAS THE BEST TECH STACK.

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They also bought $10,000,000,000 worth of Google stock.

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IF YOU ARE WILLING TO LOOK PAST THAT BIG SPENDING, MAYBE YOU CAN SCOOP UP SOME MARKETS. THROW IN ORACLE AS WELL AS ALPHABET.

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PHILIPS SECURITIES UPGRADING TO BUY.

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I WILL KNOW THAT YOU HAVE A BUY RATING WHEN IT COMES TO ALPHABET.

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We really want to go all in on Alphabet and Tesla.

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We really want to go all in on Alphabet and Tesla.

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We really want to go all in on Alphabet and Tesla.

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We really want to go all in on Alphabet and Tesla.

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We really want to go all in on Alphabet and Tesla.

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We really want to go all in on Alphabet and Tesla.

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inclusive, eh, a Alphabet, né, que é o Google, né, depois mudou de nome, virou Alphabet e o Facebook, né, que virou meta e Amazon, mas são inteses que a gente já carrega há vários anos

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Rachel, I know you have one very exciting company you want to talk about. I love that company, so it's going to be a good discussion. >> Well, I'm going to talk about Alphabet.

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this is still one of the safer plays in technology right now.

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I had it number one, but almost by default.

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Number three is Alphabet.

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I am bullish on this segment, Rachel

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I'm long for those that don't know you know Google and Amazon

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if this thing were to come down, like I said before, 315, 320, even 330, another $8 down from here, I'm looking to add another chunk.

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I'm long Google. It's one of my biggest stocks, one of my longest-held investments, and I'm taking advantage of this dip.

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I do want to get a good chunk more of Google. Um, and I'm waiting for that.

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Get under 340, honestly. Get to the 320s and I'm going to be buying Google. hand over fist for the first time probably in like two years.

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I'm going to hold off to buy more Google until 330 at least maybe under that 3:15 320 I'm going to be buying hand over fist

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I just nibbled a little bit of Google yesterday at 354

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I'm looking to really beef up my position here even more um to make it my biggest stock holding, which it used to be.

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I'm looking to buy more Alphabet on this overreaction news.

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I'm going to be buying a good amount of Alphabet for a play uh to the 400s, maybe even higher.

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I think it's still a good buy valuationwise for where we're going.

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I kind of want to buy more.

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I think it's a buy. Quite frankly, if you're not in Alphabet, if you want to add more, it's not a bad time to get in.

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I'm looking again to add more Google

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even I'm looking to average up on my stock at this point.

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if it falls through into this gap right here, which we've talked about before, I'm probably going to pick up some more shares of Alphabet in this 300-330 range if it actually gets there.

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I'm long pretty much yeah, all these stocks in the video.

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one that I am looking to buy more of potentially is Alphabet depending on how it does after earnings.

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I'm going to be buying more.

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Hey, you can even say now's a good time to buy.

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I'd probably buy more at that point.

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I just add a little more I DCA I buy some more

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We think that this gives investors a unique opportunity to buy one of the best companies in the world.

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I mean, if you look at, you know, some of the the major players out there, whether it be Microsoft, Google, or Broadcom, they represent 18% of the overall, you know, S&P market. And, you know, I look at it as it's more of a supply chain play. You know, you buy into one of those stocks or all three of them, and you're actually, you know, playing into the supply chain.

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it's a powerhouse long term stock

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we feel very strongly that Alphabet is is uh well positioned and also culturally very well positioned to to succeed.

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I need Google to break above 352 and stay above that price. And if it does I love the potential to run to 370. So I'm actually looking at a shortdated option in this environment looking at the September 4 362 half calls.

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I definitely like Google as a stock and an ecosystem

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I think those are going to continue to lead this.

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Whenever we look at alphabet long term, this is a company that we're certainly not betting against, and and we think that for now, search and search and advertising looks very, very healthy. ... But the other segments certainly are outperforming. And we still see that as a compelling growth and long term bullish opportunity, at least in our data.

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I actually think that Jeff Dean's departure from Google is proof positive for the market beginning to price in more and more ROI.

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Yeah. Look those continue to be core pieces of the AI revolution.

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we have a buy rating on Google

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I think no matter what the case is, alphabet is going to be there, driving us towards a better future.

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I'm pretty much bullish across the board here across Amazon, Google meta Microsoft Nvidia and micron as we sort of look across some of the big names that we talk about as you look out the next 3 to 5 years

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I think that this pullback to that recent resistance that's hopefully now support is going to be a great entry.

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when you see Google or Microsoft spending a ton of money on infrastructure, I think ultimately those are going to be very, very good. The very, very big winners over the long run.

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I do believe that the reaction is incredibly shortsighted because Google owns one of the most complete AI stacks in the market.

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I'm looking at the seven 31st July 315 puts

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I know this is one of your top picks for the year in alphabet.

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Those stocks are Microsoft, Alphabet, S&P Global, Charles Schwab, and Northrop Grumman.

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SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING

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THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

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We like Google because of really three things.

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I STILL THINK ALPHABET IS ONE OF THE BEST SOFTWARE PLAYS WITHIN THE ENTIRE 56789I. ECOSYSTEM -- A.I. ECOSYSTEM BECAUSE THEY'RE SPENDING MONEY IN THE RIGHT PLACES.

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Look at Microsoft 23%, it looks great. Google, Apple, but of 294% year over year and Amazon earnings to 42%. It makes you comfortable enough to tell clients okay to add to your positions, but would you wait to pull back?

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IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX

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MICROSOFT IS A CATCH UP TRADE AND GOOGLE IS MAJOR MONEY, WHY NOT TAKE PROFITS AND MOVE AROUND? I THINK THEY ARE SELLING ROTATION.

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WE SAID LIGHTEN UP ON THE MAG 7

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talk about the issues at Google. THE QUESTION BECOMES, CAN THEY SOLVE THEM? WE ADDED IT TO OUR VALUE PORTFOLIO

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THIS IS A COMPANY TRULY EVOLVING PRIMARILY DEPEND ON ADVERTISING TO ONE THAT HAS TO MAJOR PROFIT ENGINES THE AI STRATEGIST IS CLEARLY WORKING IN THE NEAR-TERM FINANCIAL BURDEN, THAT'S FINE BECAUSE IT'S GOING TO SOMETHING DRASTICALLY BIGGER AND IT WILL CLEAR WINNER OF THE AI ECONOMY.

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ALPHABET IT'S RISEN 80% OVER THE LAST YEAR'S BEEN A GREAT PICK FOR US.

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WE SAW WITH ALPHABET IF YOU DON'T HAVE TEMPERED UP NEXT PENDING EXPECTATIONS AND THOSE STOCKS COULD BE HIT.

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I know you're maintaining youour buy recommendation, for $50 target

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IF YOU LOOK AT ALPHABET, THEY ARE A $4 TRILLION COMPANY INCREASING REVENUE BY 20% YEAR-OVER-YEAR. THESE MASSIVE AMERICAN COMPANIES ARE GROWING THE REVENUE OF HUGE RATES. IT TELLS US THE PARTY IS NOT OVER YET.

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YES THAT IS SUPPRESSED THEIR FREE CASH FLOW BUT I THINK THAT'LL PASS AS WE GET CLOSER TO END OF DECADE. YOU STILL WANT TO OWN THIS BUSINESS.

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ALPHABET AMONG THE TWO MAY BE HARDER IN TERMS OF BUYING AHEAD OF IT BUT IT IS A GREAT STORY. THIS IS A NAME THAT MIGHT BE MORE RANGE BATTLE BUT IT NAME YOU NEED FOR THE LONG-TERM.

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I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM.

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VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

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WE LIKE THAT.

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I still like Google.

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But Google is a massive company and their quantum AI division is quietly laying the groundwork for this entire new industry

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I am very happy to own this company.

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I still like alphabet, right?

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I have a couple of big, big infrastructure plays that I do really like, though, my, some of my favorites, which of course, I own in my fund, the rest of our fund, our, Alphabet and Amazon, they are two of the biggest, infrastructure plays that are building out this infrastructure.

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Google or Amazon? I'm going to go with Google.

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I honestly like alphabet quite a bit. Google, I own that.

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alphabet is the leading franchise in in advertising.

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We added Google to our value portfolio.

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Google I would buy here.

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I also like what Google has to say

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if you had to force me to pick one, I think Google first and Apple second, and the rest are going to take some time to capitulate

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we own Google and deep water.

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One mag seven you would buy here. Google.

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Alphabet.

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Taiwan Semiconductor, Alphabet, Meta, and Netflix bought those.

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The buys for last year, Alphabet, Amazon, Nvidia, plus Visa shares.

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we'll switch our holdings in our portfolios more towards the hyperscalers and and you know the Microsofts, the Amazons, the Googles, the guys that are benefiting from the actual data center revenue. That's where you want to have your money invested then.

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Google's probably the best position in terms of something you could buy

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I could see that as an early entry on earnings

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it could create an opportunity for Google because it's now selling for 1.3 peg uh which is pretty cheap somewhere around where Netflix is too.

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I calculate the intrinsic value based on long-term normalized cash flows to be well above current trading levels.

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Alphabet appears remarkably inexpensive compared to its big tech peers, even at $370 per share.

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If an investor calculates fair value based purely on current cash flow generation and cloud backlog growth, Alphabet appears significantly undervalued compared to historical technology benchmarks.

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The long-term fundamentals suggest that Google is well positioned to remain a dominant force in the global economy for years to come, regardless of minor product delays.

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In my view, this valuation provides a significant margin of safety for long-term investors.

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this is why I made my bearish case on Google a couple months ago cuz I don't think they they're even in the race

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Google looks really good and like there are many companies in these layers that look really good.

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I think of Google and Amazon from that perspective.

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I actually bought um I want to buy more Google as well.

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which is also why I like Google the most out of the hyperscalers

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Google two weeks ago it sold off. Okay, so you buy that.

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It's a great buy if you want something that is not up a couple of hundred percents this year.

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I think Google could be at an attractive spot to do so.

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You should invest in Google.

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if the market sells them off, I might be buying Google here.

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Google's a good deal right now. Yeah. What's it worth now? 4 trillion. Yeah. It's going to be worth 10 trillion in a year or two,

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I own Google stock. I feel like Google's a good buy and I do sometimes mix that into my show.

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I do think um they're in good buy zones. Uh most of them uh Google and Amazon are the two favorites I have, but I haven't bought it yet.

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I will reiterate that buy rating on Alphabet stock today, July 20th, 2026, and I'm reiterating that buy rating with a high conviction level.

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it still looks like a reasonable opportunity

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I've ranked Alphabet stock as a buy since 2019, since as long as I can remember.

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Yeah. So if I think about that framework and apply it, I would say Google's probably the most interesting to me because it really captures a lot of the ownership benefits of having the AI infrastructure coupled with their cloud business

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We have a significant opportunity to invest in continued invest in Google, but in a in a with a significant block.

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Warren initiated that probably close to 15 months ago or a little bit more. And So, we initiated the the the initial purchases in Alphabet.

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Google is probably one of the best best purchasing companies in the planet and in the AI race because they have a cash machine and they also probably have the best training data in the world with Gmail, YouTube, search data, all these things.

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I sold my Google a couple of months ago.

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They are and continue to be the place where you would build out your portfolio, or at least start thinking about building out a portfolio here.

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part of a diversified tech portfolio should include semiconductor companies, but also the actual end market companies as well. Not just software, but also companies that include software and infrastructure and other services like the hyperscalers.

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For Google and Amazon, you you have probably have lower cloud growth that you have to figure out how to plug that gap somewhere else. But the free cash flow number that everyone's worried about um being so negative. It's not it's not a new normal like I think many are assuming it it is. It's a matter of let's cut capex by 30 billion next year and watch free cash flow magically spike higher. And that will happen.

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I still love this name

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For stock number five, we have Alphabet or more commonly known as Google, ticker symbol G O L.

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I've been a huge buyer of Google

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signed off on potentially buying $10 billion of Google stock in secondary markets at an average price of $350 per share

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I think Google here, although the stock has gone up a little bit, is still an amazing opportunity.

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Coach, my winner has been Google.

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Google is another one.

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Google is another one.

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my winner has been Google

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Warren Buffett's buying senior, you're a value investor. You should buy two not at current prices ratio 16 that's cheap

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If you buy the dip, you simply make so much money. So the buy the dip continues.

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why I'm not buying Google, Microsoft, Amazon.

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I'm not taking the risk.

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There were some great buys, Samsung, Rubis, Nutrien, Archer Daniels Midland, Google a year and a half ago

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Berkshire is buying Alphabet.

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the buys you can see Archer Daniel Midland Nutrian Rubies Samsung Google was there and Petro Brass

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YOU KNOW WHETHER IT'S ALPHABET WHETHER IT'S NVIDIA IN PARTICULAR WHICH OUT OF THE SEVEN IS THE ONE THAT I LOOK TO MOST FOR LEADERSHIP.

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I say everything at a price and $342 is the price for Alphabet, whether they get it right or not.

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I called Warren and I said, "We had a significant opportunity to invest in continue to invest in Google, but in a in a with a significant block.

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I've got more shorts than longs, and I'm hiding out in the bigger cap names because if you look at some of them, the good news is this last quarter was actually very good for the cloud infrastructure names. If you look at Google, Amazon, Microsoft, their revenue growth for the March quarter was 35% in their cloud businesses.

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THE MAGNIFICENT FOUR ARE THE WINNERS.

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BUYING GOOGLE

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Call me a buyer there.

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MET OR GOOGLE OR APPLE OR TESLA OR MICROSOFT. THERE'S NO JOY IN MUDVILLE. THESE STOCKS HAVE DONE NEXT TO NOTHING. ... I AM NOT TURNING TAIL ON THAT GROUP. CALL ME A BUYER.

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MONEY GOING INTO SEMIS AND SPECIFICALLY COMING OUT OF GOOGLE. THAT IS ONE WHERE WE'VE EXITED THE POSITION AT DEEPWATER.

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So I'm still bullish on Google's ability to make progress in the AI area.

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I like PARTICULAR, GOOGLE, which I know has had a tough week this week or sold off, I'm sorry, last week off their earnings. And Amazon, these are the ones that I just think have the whole package to kind of pull things together and ride out any kind of battle that takes place over the coming weeks.

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I sold my Google a couple of months ago. Um, I've owned Google. I can't even tell you how long I've owned Google. Um, but I felt I wanted to reduce my exposure to AI.

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when I look at an Alphabet, which is one of our core holdings

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he tells CNBC he sold out of his longtime position in Google and YouTube parent Alphabet

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ALPHABET IS ACTUALLY THE BEST POSITIONED OF THE HYPERSCALERS

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IF YOU'RE BULLISH ON THIS THEME, YOU NEED TO BE IN AHEAD OF GOOGLE, NOT SITTING ON THE SIDELINE

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LET'S GO ALPHABET BECAUSE IT'S SO TIMELY GIVEN WHAT WARREN BUFFETT SAID. THIS WAS MY PICK. AND HE THINKS THEY'RE GOING TO BE A WINNER.

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Alphabet may quietly become one of the AI's biggest winners.

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So that would be my my bar buy target with Alphabet there.

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established names such as Alphabet, Amazon, Apple and Nvidia.

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Six on the list is going to be Alphabet.

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I accumulated Alphabet when it was far too cheap.

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I was pounding the table on this stock when it was sitting at a 17 times multiple.

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I'm about to commit $30,000 to one stock... So, which stock is it? The stock is going to be Alphabet stock ticker G O GL.

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...if they dip, I will gladly be buying...

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I'm on the hook to buy a 100 shares per contract of Alphabet at a price of $300 if it in fact... it falls below that $300 mark by expiration.

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That's when I really started buying, making Alphabet my largest holding.

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...but I want more.

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I think Google at the 200 day is a no-brainer as well.

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still an excellent company at some of the cheapest valuations ever.

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I still think Google is a no-brainer here.

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Meta and Google are still lagging, still buys in my opinion.

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The obvious ones, Microsoft, Meta, Google.

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Alphabet, again my favorite of the MAG7 stocks

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we added Nvidia and Micron to our value portfolios as well as Amazon and two years ago Google.

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people that were anchored to building the position in Amazon, in Apple, in Alphabet, which were the leading Mac 7 year to date, like Berkshire.

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coming out of Google. That is one where we've exited the position at Deep Water.

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if you’re bullish, you need to be in ahead of Google

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Buy Google

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maybe buy $1 of Google

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The other's probably just Google. I just don't think you're going to beat Google.

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So that was the first purchase, the first buy recommendation from Morning Stars list.

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THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

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The big winner, quite honestly, is Google... their revenue growth accelerated 19% and the margins expanded by 3%. And so and by the way they're growing 82% that's a huge number and so you're seeing both growth and profitability at that layer and I really like that

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Having said that, all three are winners. The only difference right now is valuation. Amazon's the most expensive, Google the second, and Microsoft the least expensive.

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That's right. Good morning, Becky. You we're entering this new phase where people are starting to really worry about over you know, over investment in AI and just the surge of competitors coming in. I think the answer to why we remain bullish is found in I asked yesterday the CEO Sundar Pichai, what are your moats, right? ... I think, you know, over the next 12 to 24 months it'll be obvious that, you know, we know that Alphabet's an AI winner, but the strength of their offering is so much better than their competitors that there'll be some people falling by the wayside, right?... The target price you have for Alphabet, $380.

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I I sold my Google couple of months ago.

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He likes Alphabet because they have a very deep war chest

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one of our core holdings" / "We own that.

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New York City cab drivers bearish in Alphabet.

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this was my pick and he thinks they're going to be a winner

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Let's go Alphabet because it's so timely given what Warren Buffett said. He said this was my pick and he thinks they're going to be a winner.

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When I look at names from Palantir to some of the cyber security names, and especially names like Microsoft, Oracle, I think Alphabet from the way it's sold off here, those are the names where I would rather be focused.

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As long as we're holding below on a closing basis, 373, this is still more negative and would still favor an incremental lower low versus right around 315 going into that trough, okay?

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As long as we're holding below on a closing basis 373, this is still more negative and would still favor an incremental lower low versus right around 315 going trough, okay?

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you can only pay 23 time earnings right now, forward earnings, to buy them, which is a good price.

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Google with the TPUs is going to become the best cloud provider in the world because their margins are going to be through the roof.

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Wall Street wants another opportunity to buy

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we got a sell order on Google at 360

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President Trump has also been an active buyer, reporting 20 Alphabet transactions this year, including 14 purchases and six sales.

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And here, Alphabet, ticker GOOGL, is much more than Google Search.

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Second on our list is Alphabet, ticker symbol G O G L, which holds a massive non- voting economic stake in Anthropic of roughly 14% to 15%.

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Baillie Gifford expanded its holding by over 44% this past quarter, boosting its stake to 2.8 million shares valued at $1 billion.

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Finally, rounding out our trio of postcorrection winners is Tech Powerhouse Alphabet, ticker gogg, a company where short-term capital expenditure fears briefly masked hyper accelerating operational growth.

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First on the list is Alphabet Inc., ticker GOOGL, a tech titan that Wall Street is completely misjudging following its recent post-earnings pullback.

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Google and Microsoft are I call them yellows. I like both of those companies.

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You either got to hold MATA or Google McDougall. Meta or Google McDougall.

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Google McDougall here. Um, so I rank it higher than Microsoft. I definitely rank it obviously higher than Apple. Apple was a five and Google here is a 6.5.

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Google much smaller position and I've actually sold a good amount of my Google McDougall as well.

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I'm buying this and holding forever

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The base of the pyramid is the quality compounders, Amazon and Google. Massively profitable, flagged undervalued by independent research, on sale because of a spending scare that the earnings are already answering. This is where most of a dip buyer’s money should go.

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Sometimes if a certain stock is down more like how Google was down a lot more year or two ago, I was putting more into that at that time.

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I knew it was very undervalued last year when I bought pretty heavy.

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my first is going to be ... Alphabet or Google.

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I'd have more of the big tech like Alphabet

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Billionaires have settled on Google parent Alphabet as their preferred quantum computing stock to own.

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Alphabet

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So things like Alphabet

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No on Google.

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I personally wouldn't be buying it right here.

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this pullback is a great opportunity for longerterm investors to continue to buy the stock.

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my adding to Google on their earnings

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I think yesterday was a great buying opportunity

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I've taken opportunities on Google, I think we all have on Meta, on others to buy it if it gets significantly displaced relative to the fundamentals.

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that's our largest largest overweight in the mega caps I think that you know it has some of the most attractive characteristics.

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I kind of like what I'm seeing here with the with Google.

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analysts are very bullish on the stock, rating it as a Strong Buy, while seeing around 24% upside from here.

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my pick would be Google.

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That's a positive number. That means if Google stock falls down, then I'm willing to buy it.

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this is where I'm loading the boat at the 270s. If I see that, I'm going crazy loading the boat on that.

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I like this one for the long term.

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If the FCF margin stays positive at the 337, I'll load up there, too. Not as heavy as the lower one.

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These aren't the only ones, but this is a list of the best ones. Alphabet, Microsoft Netflix Nvidia Meta and Uber.

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Last year I had 250 shares of Google. And when I sold around $300, they were worth around 75K.

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Amazon was number one on both groups and stocks like Google, SoFi, Adobe, Meta, Nvidia, PayPal, and Uber were shared by both list.

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this is where I like to see it.

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I am not buying Google or Microsoft and instead I am buying Amazon and Meta.

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this is the main reason why I am not a buyer of Google shares right now

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So, for myself, I am not interested in Google stock here.

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I think that Amazon, Google, Meta, Microsoft are all going to have fantastic earnings reports

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Google McDougall. I wouldn't call it a buy anymore. I think it's either a hold or a sell.

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Google is probably one of the best best purchasing companies in the planet and in the AI race

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I sold my Google a couple of months ago.

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The buy target that I've set for Google is $250, so around $100 less than its current price.

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Another one that I've highlighted as one of my major buys, a stock that I thought was so undervalued and I was very excited about this one for investors.

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I believe investors have it wrong when they look at departures like this and believe that that means you should become negative on Google or view it as a big bearish point.

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I argued for Google for over a year that this company was worth owning on the back of its earnings reports that were repeatedly excellent earnings reports.

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you can buy Google when they release Gemini 4 in a couple months and the riskreward will be a lot better.

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Google is a secular short.

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I first bought Google a long time ago in my story fund portfolio... I started buying Google way back in 2020 and then over time I've added to this position.

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I added way more to the position.

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I started buying in the passive income portfolio in late 2024... end of 2024, beginning of 2025, I started buying the position.

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I also bought more Google just more recently in the past year and a half in my passive income portfolio.

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He recommended three stocks in June 2023, and the first was Alphabet.

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Google, TKO, and JPM have been my latest buys and also SpaceX in my long-term account.

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and Google shares

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Disney, Alphabet, Nvidia, and Amazon all get trimmed

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Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

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Microsoft, Alphabet, and Slack all enter for the first time in April

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stay away from hyperscalers.

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I don't like hyperscalers because they're spending a lot of money for not a guarantee, right?

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Because to a certain extent, if the war continues and let's say it lasts years, would you rather own a company that's sensitive to oil and the economy and what the Fed would do, or would you rather own a company like Nvidia or Microsoft or Google that doesn't really care about what happens in the Middle East? You would clearly rather own the AI stocks.

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Google's in the middle plus or minus. Meta's definitely a minus. So, Google maybe. Amazon for sure. Microsoft for sure for now. Apple, yeah. They they got their own problems going on.

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if Google continues to spend, the stock will continue to fall.

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Google could fall 50 plus%

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You want to stay away from Google stock at all cost, right? You don't you don't want to put any money into Google.

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Google's falling Amazon Meta Microsoft Oracle, they're all dead. They're all going to fall more than 50% from highs.

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What was our big tech stock pick for 25, Ed? >> Google.

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they hit the sell button.

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Tenho muitos alunos, assim, aluno que trabalhava na Snapchat, aluno que trabalhava no Google, aluno que trabalhava em várias multinacionais diferentes, principalmente lá nos Estados Unidos, que é mais comum você ter remuneração e ações. Bom, Fábio, o que que eu faço com as ações dessa empresa? E o que eu sempre oriento é sempre que você tiver oportunidade, venda todas as ações e invista no restante da sua carteira e não tenha ações da empresa que você trabalha em carteira

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What is the third stock you are looking at as a buy in June? >> Um well the third stock is Google or Alphabet.

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Why would you recommend this as a buy?

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I think Google's down about 5% today a sell on Google.