Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $333,78 02 sept 2026Actuel $338,53 03 sept 2026Résultat +$4,75vs. indice +0,4% SPY +1,0% sur la même période
It's one of the best stocks to buy now in my humble opinion. and I did just that.
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Entrée $333,78 02 sept 2026Actuel $338,53 03 sept 2026Résultat +$4,75vs. indice +0,4% SPY +1,0% sur la même période
I have added to my position.
Contexte "I have added to my position. I already had some. I already am up, but I want you to know for this position, I'm going to talk about it."
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Entrée $333,78 02 sept 2026Actuel $338,53 03 sept 2026Résultat +$4,75vs. indice +0,4% SPY +1,0% sur la même période
I bought 100 shares today uh of GooG and filled the price right there.
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Entrée $333,78 02 sept 2026Actuel $338,53 03 sept 2026Résultat +$4,75vs. indice +0,4% SPY +1,0% sur la même période
I am looking to get into more.
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Entrée $333,78 02 sept 2026Actuel $338,53 03 sept 2026Résultat +$4,75vs. indice +0,4% SPY +1,0% sur la même période
Anytime I see big selling, I'm adding.
Contexte "My plan tunch one of three. Add-on weakness. Anytime I see big selling, I'm adding. I'm not getting out of Google."
Transcription Complète
Welcome back everyone. Just loaded up on a play. We're going to talk about it. Is it one of Nancy Pelos's best plays ever? Possibly. Wait till you see the numbers on this thing. I just ponyied up $33,000 into a play that I love and we are going to go over it. For those that don't want to stick around, that's okay. You're going to want to because I got a lot of information about DC insiders that are buying. And this is Google. Google Alphabet aka Alphabet. This thing has been getting punished like there is no tomorrow. It has been getting smacked around and now it is tired of it. It's like we're watching one of them Marvel movies and it just gets up and it's ready to fight back. Stick around. I think you're going to like what I got for you. It's one of the best stocks to buy now in my humble opinion. and I did just that. We got a lot to talk about with this. It is going to be big in terms of what I am seeing and I do want to discuss it. Before we get into it, folks, I got to congratulate everybody who was in the live stream trading today. Man, we went 4 and0. I did a little bonus trade at the end there to get that over $200. 208. I'll be trading again tomorrow. For those who are going to be riding with me, man, it was fire. If you're not in there, first link down below. Boom. Click that first link right here. Go over here, sign up with code save. It's ticking down. We're down to four days left. 40% off. Get in there. Uh, pick your level if you want the weekly, monthly, annual, lifetime. Code save works with the monthly, annual, or lifetime. All right. Now, you know, $33,353 into what I consider the best stock to buy now. And I'm not alone. Let me know if you think it's okay for all the the people in DC to buy and sell stocks outright. And you know, they got a lot of information we are not privy to. That is not me going out on a limb. That's not a conspiracy theory. They're in committees. They have top secret files. They are allowed to do their stock trading based on anything they have. All they have to do is put out what they're buying and selling, and they have time frames for that. And some people, and you know, it's crazy. I I have done videos in the past on it. Wait till you see what I got for you. All right. Anyways, you can see total cost 33353 out. I have added to my position. I already had some. I already am up, but I want you to know for this position, I'm going to talk about it. Uh Pelosi only had to pay 150 a share. If I would have followed along at the exact moment she did her things, which I have reported on, I would be crushing it. what Wall Street sees, what DC already knew. And what's going to happen next? I bought 100 shares. 100 shares today uh of GooG and filled the price right there. Blah blah blah. Let's go. Let's get into it. Here is my receipt because I know one thing a lot of YouTubers do not do is share their receipt. If we can get this video over a,000 likes, I will be continuing to share these receipts to help you know that it's legit. 52 week range you guys can see right here 20696 to 40447 year to date 5.95% up one year 55.94 it is destroying it is one of the best stocks to buy now for many many many reasons and we're going to get into them on this video and I hope you're having a good day let me know where you're watching from down below and you know out of curiosity and we'll continue with this I do want Ask one serious question. What is the largest and you don't have to tell me how much you got. What is the largest position in your portfolio? What stock or crypto makes up the vast majority of what you're holding? And maybe it's the spy, maybe it's QQQ. What is your biggest play? That's what I want to know. Let me know in the comments down below and we can talk about it and I'll try to comment to as many as you as I can. All right, here you go. September 1st, market cap, third largest on Earth, 4.08 trillion. Now, don't let that number scare you. It's a big number. They're a big company. They own a lot of things. They are continuing to do some crazy good things as well. Uh 17.5% below the 404 high. I like that. I want to go ahead and make some moves on that quarterly dividend 22 cents. X dividend September 4th. Keep that in mind. So, as we go, why now? Why buy now, Mo? Why? Why? Why not at all-time highs? Well, one, I don't like buying at all-time highs. I like to buy on the the discounts. It got punished. You guys remember during the earnings that it crushed every metric? It crushed all of it and then it got punished because it took it its capex spending higher, capital expenditures. They got absolutely hammered. Um, and so it fell 7.13%. It was a nasty day. It was horrible. uh reason 2026 capex guide they raised it to 195 billion to 205 billion not the operating results the operating results were awesome the big four Alphabet Microsoft Amazon Meta plan roughly 724 billion of capex spending in 2026 and nearly 950 billion in 2027 it's not slowing down it's picking up the crazy thing and so people are nervous about it it's drawing on on free cash flows all this stuff. Mag 7 index down 3.7% by mid year after three years of leading the market. They're not all right. Microsoft fell 21% meta 9.8% on their own reports. Not good. All right. So, you can say, "Oh my god, it sounds terrible." Mo the numbers Wall Street ignored. Look at these revenue by segment network 7.3 billion. YouTube ads, you guys, you guys watch the ads on my channel. 11.1 billion. uh subs and devices 12.98 billion. Cloud is now $24.8 billion. Combine all of this. Cloud got that. Look at search $63 billion. They still ruled the roost there. Uh 82% growth in cloud. That's huge. You guys can see all this. The numbers were massive. Everything was positive. There was backlog of 514 billion on cloud. It's crazy. The catch, the most expensive build in corporate history. They are not missing this one. They are going to the show. They want to be the show. And I like it. Uh why the stock is cheap. Every one of these is a real risk. Of course, 49 44.9 capex spending in Q2 alone. So much money rolling into this. Up 100% year-over-year. They raised it. You guys can see it, man. 2027 looks to be a spending year for Google. Now, just like Amazon back in the day, they had to start out the company, you'd spend a lot of money, and everybody's like, "You can't keep doing that. You can't." And they did. And now look at them. This is going to be much the same. They are trying to cement themselves as the leader of what they are in. And to do that, you need to spend uh free cash flow negative 5.9 billion. That is the first negative free cash flow quarter as a public company trailing 12 month free cash flow 53.3 billion. And and that's the one thing that I no one wants to see free cash flow go negative. That means they're starting to they got to get money to spend it. They got to dip into places. Buybacks paused of course because you're negative cash flow. Nothing repurchased. 49.6 billion equity raised plus 25 billion of bonds. They're they're getting their money. They got to get the money. The AI engine Gemini TPUs. And who's renting them? The Tensor processing units. We all know. Hopefully you do know about these. Maybe you don't. Alphabet is the only company that owns the model, the chip and the cloud and the distribution. Put it all together. They own the entire system that everybody's competing with against buying, selling, renting. They have everything and that is why they're spending. They do not want to have to be relying on anything else. That's that whole vertical uh integration. They got it and that's why I like it. Uh 950 million Gemini app monthly users, 1 billion plus of AI mode and search monthly users. 22 billion tokens processed per minute. It's insane. TPU tensor processing unit at AI. Eighth generation chips previewed. There you go. About two times performance per watt. Who's renting Google chips? Remember, they're making their own chips. They do not want to be dependent on Nvidia, any of AMD, Intel, any of these guys. They want to be able to do their own thing on Anthropic. Remember, Google owns some anthropic. Uh up to 1 million TPUs and more than one gawatt in 2026, expanded in April 2026 with Broadcom to multiple gigawatts of nextg TPUs from 2027. They are absolutely starting to do what they need to do. They are expanding big time with the chips. Reported multi-billion dollar deal to rent Ironwood TPUs on Google Cloud. uh not officially confirmed. Open AAI a Google Cloud customer since June of 2025. Geni Gemini Enterprise is about 90% of the Fortune 100 folks. 90 out of 100. 9 million plus developers build on the Gemini API each month. They are massive. They are freaking massive. Hidden assets that no one likes to talk about, but we will here. Remember, I've been telling you the inside track to some of these other things. 94 billion of SpaceX and they got a piece of Anthropic. I use uh a lot of these tools all the time. Anthropics Claude, man. Oh man. You combine Claude with Gemini, you would have the perfect AI model. They don't do that. They're too separate. They do different things. It is unbelievable. Uh 94 billion SpaceX stake. We got 6% about 6% IPO June 2026. It's still locked up. They can't do anything right now. Uh well 13.3 billion Enthropic stake about $300 million start 13.3 billion up 30 billion up to 30 billion more committed. They are obviously working with Enthropic. So this is not a Gemini versus Enthropic as much as people would like to make it out to be. They are intertwined. They their two companies are intertwined from chips and the investment all of it. And I think Anthropic, I used a lot of these and I got to tell you my favorite AI uh is real close between Anthropus Claude and Gemini. I love them both. They both do different things. You can let me know what you think down below. I use Claude a little bit more than I use uh Gemini, but I do use them both. Q2 2026 net income. You guys can see this 112.1 billion. The first 12 figure quarterly profit in history. 12 figures. This was not millions. You'd be happy with a 100 million. You'd be happy with a million in a quarter. They made 112 billion. And it's ju look at it. It's just incredible. So, we're going to see where it goes. Antitrust. Two cases, zero breakups. Remember, we had a lot of cases out there. Department of Justice wanted a breakup of both cases. They got neither. So, let's just make sure you guys are staying up to date on this. uh rejected the DOJ demand to divi divevest the adex exchange and of course no Chrome divester no force end of the Apple default deal. So a lot of good things going on but then we move into what I love to talk about DC man they they got a crystal ball down there Nancy Pelosi she has to keep telling us what she's doing up to January so you know we're going to keep track of it. I always like because she's considered one of the best investors in the history of investing. For those who do not know, the gains were insane. Um, you guys have your own opinions on that. I'm just letting you know. February 2020 buys 40 Google calls. Man, 1,200 strike price pre-split and then 10 more calls, 2,000 strike price, all kinds of things. They sold 30,000 shares in December 2022, about $3 million five weeks before. Right here. ready about five weeks before the DOJ adtech suit and it you know that hurts when the DOJ comes after you it hurts bought right here back back at it buying the calls in 2025 buying gifts and buys 20 calls December right into this year exercise 50 calls man oh man oh man so there you go a lot of buying and making a lot of money she uh basically what I could calculate here $150 $50 purchase. That's what they come out to. I'm getting in at 333 and it starts now. The work starts now. She's up about 122% on the shares in about eight months. You could ride her coattails and you you would just crush it. And I know. All right. Still holding no Alphabet sale disclosed since January 2020 2026, but January 23. Also holds 20 calls at 150 that expired January 15, 2027. So keep that in mind. uh estimated at 17% of her portfolio. That's what they're estimating. She leaves office January 3rd, 2027 when the disclosure requirements stop. There you go. She does not own any stocks. All trade are filed as Paul Pelosy's. Okay, so keep that in mind. That's her husband. That's her husband. I don't know if you talk to your h your wife or husband, but there you go. Some other Congress people. Who else is buying? Wow, we got Fields. Uh Josh, Nancy, of course, John Fetterman, of course, out of my state. Ro, Jerry, Michael, there you go. Look at these. A lot of them. How many buying big ones here? There you go. There you go. Some DC people buying. Uh 138 congressional trades in in Google. 71 buys, 67 sells. Trade dates. You got them all. All right. So, that's what they're doing. That's what they're doing. The clock on congressional trading is ticking. Are we going to get a ban? Do you think they should be allowed to do it or no? They're attacking crypto. Why don't we attack stocks? House passed it. 232 to 198. Stop insider trading act. Bans members, spouses, dependent children from buying new stocks. You can't do it. You're not allowed. Uh Senate stalled it. 8 to 7. Honest act cleared committee. July of 2025, folks. A year later, no floor votes since. It was formerly named the Pelosi Act. Tougher forces divestment within 1880 days. Bans ownership outright. Oh, why is it not getting done? I don't know. What am I watching? The 428 target, Fed hike, the appeal, all this and more. I want you guys to screenshot this. This is what we're looking for. We want to see how this plays out in terms, you know, 64 analyst, zero cells, zero. That tells you something. And of all these people with all the money they help move, control, and everything, they're all on the buy side. I want to be on that side, too. All right. Average price target is about 28% for my fill. I am looking to get into more. My plan tunch one of three. Add-on weakness. Anytime I see big selling, I'm adding. I'm not getting out of Google. Google's the one stock I'm holding. I'm going to hold Google. Not getting out of it moving forward. It's one I will never sell. It would have to be something extremely extremely bad. Uh and I, you know, we don't know. We don't know. We don't know. It's just one that I really, really, really think it's going to crush it as we go forward. If you're not in the Discord, it's code save. Code save right now. Get you in here. First link down below. I'll be trading again tomorrow. We crushed it today. 4 and 0. Let's go. Click that first link down below in the description. Get over there. Let's shout outs to some of the members. Dear Hunter, I see the small consistent wins. We're rolling. Couple of quick calls. I love it. Front options, one of our expert traders. Noah Arc, let's go. Win boa in the house. We got Ronnie D. We got where Bear wins of course. Yep. We're teaching. We had a lot of plays. A lot of plays. This was yesterday. Yeah. So, if you guys aren't in there, get in there today. Walter, shout out to you. It is quite the place. Thousands of members and now is your chance to come in and lock in the 40% forever before it's gone.
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