DISCLOSED: Google Bought This 1 Tiny Stock

Folks, Alphabet/Google just disclosed their latest holdings, and o are they a doozy. Amongst them is one small partner that they have a very deep relationship with. This also happens to be a very particular stock that the most esteemed analyst firms are giving an average of 140% plus of upside over the next 12 months. Now, for context, many of the biggest companies on Earth have been taking active stake in company after company after company. These investments are small dollars for these mega corporations, but they can lock in some serious relationships. Big tech loves taking a bite out of many small companies that supply critical and bottleneck components like chips, energy connection, software, and early technologies. When the weight list forms, who do these companies go to? Well, of course, the big tech player that number one has all the money and number two just took a stake in them and oftentimes sits on the board. Now, having these types of big tech backers behind you also means that the stocks that they own stakes in tend to have a pretty nice floor. And every so often, the stocks that these companies disclose owning can have insane rallies. And so, in today's video, we're going to break down Alphabet's latest stakes, some of the most interesting small positions they've taken, and then one that I believe stands out the most. I'll put all the time stamps down below. And then at the end of today's video, we have our sponsored segment on Xenitech, ticker symbol ZNA, on the NASDAQ. This small drone company built its aircrafts in the United States. And on August 13th, a few days ago, a presidential proclamation put tariffs of up to 100% on imported drones and drone parts from China, making this a very relevant time for the company. I'll break it down and why you may want to put it on your radar. And as always, if you're the one taking the ultimate risk, you better be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, so for starters, Alphabet as you know is a massive conglomerate and it invests in companies using four different buckets that each have a different purpose. So first you have Google LLC which is strategic investments tied closely to Google. GV which is venture capital early stage and biotech heavy capital G which is later stage growth investing. And then you have Alphabet directly which contains certain parent level holdings. Keep these four buckets in mind and I'm going to let you know which bucket each stock on this video belongs to. Okay, so let's start with the biggest stake. Now, Alphabet's largest investment by almost a ridiculous margin is SpaceX. Their filing shows that Google LLC is holding roughly 551.2 million shares valued at $94.2 billion. Now, SpaceX, as you know, launches satellites and payloads, operates Starlink's global satellite broadband network, develops the Starship launch system, and is increasingly building an entire vertically integrated space infrastructure ecosystem. But the relationship goes back a long way. Google and SpaceX are old pals. Google originally invested roughly $900 million into SpaceX in 2015, and and what began as a sub $1 billion investment is now worth over $90 billion. But more importantly, Alphabet SpaceX investment eventually developed into a real operating relationship. In 2021, Google Cloud and SpaceX partnered to place Starlink ground infrastructure at Google data centers and connect. Starlink customers directly into Google's cloud network. That means that Alphabet benefits financially if SpaceX grows, while Starlink can also expand the reach of Google's cloud infrastructure into areas traditional networks struggle to serve. But more importantly, this does put Google at the front of the waiting list for anything that they need from Starlink and from the many other services that SpaceX can provide. Whether it's launching satellites or any other kind of project that Alphabet needs help with. Next, Planet Labs. Google LLC owns roughly 35 million shares of Planet Labs worth approximately $1.17 billion. That makes Planet the second largest individual position in the filing after SpaceX. Now, Planet operates a huge constellation of Earth observation satellites. Those satellites continuously photograph the Earth, allowing customers to monitor agriculture, weather damage, infrastructure, military activity, environmental changes, and countless other developments from space. Now, their relationship with Google is especially direct. You see, Google once owned an Earth imaging satellite company called Tabella. In 2017, Planet acquired Tabella from Google. Google became a Planet shareholder, and Google entered into a multi-year agreement to purchase Earth imaging data from Planet. Planet is a very strategic holding of Google. Google operates maps, Earth, cloud, and some of the world's most sophisticated AI systems. High-quality, frequently refreshed images of the physical world are exactly the sort of proprietary data that becomes more and more valuable as AI's ability to interpret imagery improves. Planet and Google even announced work in 2026 exploring AI computing in space, which also links to SpaceX if you want affordable launches. So, Planet is one of the clearest examples in the portfolio of Google investing in a company whose product can directly complement Google's own technology. They are a shareholder, have been a customer, and continue to have strategic reasons to care about the evolution of satellite imagery and geospatial intelligence. Next, we have Space Mobile. Google LLC reported roughly 8.94 million AS Space Mobile shares worth approximately $795 million. EST is building a satellite network designed to connect directly to ordinary smartphones. The big idea is that users should eventually be able to receive broadband service from satellites without buying a specialized satellite phone or large external antenna. Now, Google is not a passive shareholder here. ASD has publicly identified Google as a strategic investor and partner, and the companies have discussed integrating satellite connectivity with Android and related devices. Now, that said, the reason this really matters to Google is Android. If ordinary Android smartphones can seamlessly switch between terrestrial mobile networks and satellites, well, those devices become much more useful in remote areas and places without reliable cellular infrastructure. It potentially expands the addressable market for Android a heck of a lot while making the ecosystem itself way more capable. So here Google has a very obvious incentive to make Android devices useful virtually everywhere on Earth. A is attempting to build infrastructure that could help make that possible. And of course long-term the applications in terms of space data centers are also very substantial. And that's an area that a ton of money is being thrown into exploring right now. still very early stage. Still sounds kind of sci-fi, but if you're looking out 5, 10, 15 years, a lot of money is going to go in that direction. Who knows if it's going to be economically feasible anytime soon, but still that's where the investment is and as Space Mobile has some technology that's very critical in that alongside SpaceX and alongside Planet. Next, ARM holding. So, Google LLC owns approximately 1.96 million shares of ARM, worth about $695 million now. Now, ARM designs CPU architectures and intellectual property that companies license to build their own processors. ARM technology powers enormous portions of the smartphone market and is becoming increasingly important in servers and data centers. Now, the Google relationship here runs through several layers of the technology stack. Android developed around ARMPowered mobile devices while Google is also increasingly interested in ARMbased computing inside its own cloud and data center infrastructure. ARM itself works with Google and other major cloud companies to optimize software and processors around set architecture. Now, strategically, this gives Google exposure to exactly what it needs exposure to. Whether users are assessing Android on smartphones or companies are shifting workloads towards more power efficient processors and data centers, well, ARM sits beneath a tremendous amount of the computing Google depends on. Google needs ARM's technology in order to operate a lot of its business. The interesting part is that ARM becomes potentially more relevant to Google as computing becomes more and more power constrained and right now that's the biggest bottleneck. Next we have Figma. Figma sits in the GV bucket which owns approximately 216,000 shares worth around $3.9 million. Now Figma sells collaborative design software. Designers, engineers, and product teams use it to build digital interfaces and applications. Now as a venture investment, this made a lot of sense from the start. Figma sits at the front of how digital products get made. Millions of designers and developers open it long before an app or website reaches a user. But AI has made the Alphabet angle far more interesting. Google Cloud now names Figma as one of its significant AI customer wins. And Gemini helps power AI features inside the Figma platform. That matters because Figma itself is changing. A designer used to build every interface by hand. Now a user can simply describe what they want and the software generates the images, the layout, the interface, and eventually large parts of a working application. Google wants Gemini inside that creation layer. Figma becomes one of the main places people build digital products with AI. Well, Alphabet gets its models underneath those very lucrative workflows. Next, we have Tempest AI. Tempest AI also happens to be one of our favorite dip buys right now, but Google LLC owns roughly 1.55 million shares worth about $90 million today. Tempest builds a data and AI platform for healthcare. It combines clinical records, genomic data, and AI to help doctors choose treatments and help drug companies develop better medicine. Google invested in Tempest in 2020. Tempest then signed a multi-year strategic agreement to buy extensive Google Cloud services. Tempest has also disclosed financing agreements with Google tied to that cloud relationship. Now, this is the exact type of customer that Google Cloud wants. Healthcare AI gobbles up storage. It gobbles up compute and needs increasingly advanced AI infrastructure. And so, as Tempest grows, well, that damn AI bill is going to grow with it. So, Google makes all this money selling all of this to Tempest. And if Tempest hits it big, well, they also have an equity stake. Next, we have UiPath, which I also believe is a great dip by UiPath sits in the Capital G bucket, which owns approximately 7 million shares, valued at roughly $76.5 million. Now, UiPath started in robotic process automation and now wants to become a platform for AI agents. The software automates repetitive workflows that used to require an employee moving data by hand. Capital G first invested in 2018. So, this began as a standard Alphabet growth investment, but the Google relationship got much deeper as enterprise AI developed. UiPath now integrates with Google Workspace and Vert.Ex AI. It sells through Google Cloud Marketplace. It uses Gemini across multiple products. In April 2026, UiPath made Gemini the default thirdparty model for new projects inside its intelligent extraction and processing platform. Now, what does Alphabet get with this investment? Well, Capital G owns the shares. Google Cloud can host the workloads. Gemini can supply the intelligence behind the agents and Google Workspace can become one of the environments those agents operate inside. Okay, next we got to talk about Furvo Energy. Mr. Furvy Fervo IPOed recently and like most new IPOs, it has been dropping hard. There's no surprise there. We will see where it lands once price discovery takes its course. However, however, Google LLC disclosed owning about 1.76 million shares worth approximately $51 million and some change. Fervo develops next generation geothermal power. You see, traditional geothermal only works in a few places where underground conditions put hot water or steam within easy reach. Furvo wants to widen that map. The company uses horizontal drilling, advanced modeling, and fiber optic sensing techniques borrowed in part from the shale industry. Now, Google got involved in 2021. The two signed what Google called a firstofits-kind corporate agreement to develop enhanced geothermal power. Fervo drilled horizontal wells in Nevada, circulated water through hot rock underground, and generated electricity. and they're executing. Furvo's Nevada project puts carbon-f free power onto the grid that serves Google's Nevada data centers. Google later expanded its Nevada clean energy arrangement to include 115 megawatts of new enhanced geothermal capacity developed by Fervo through NV Energy. Then Google went a step further and became an equity investor. Furvo raised 462 million in its December 2025 series E with Google among the investors. March 2026, FVO signed a geothermal framework agreement with Google Energy. It covers potential development of as much as 3 gawatts of geothermal capacity through 2033. Furvo committed to propose at least 1 gawatt of projects during the first two years. Now, this is not guaranteed revenue yet, but it does show you the scale that Google believes that Fervo's technology can reach. Alphabet as a whole expects heavy capital spending as it builds out AI infrastructure and more data centers mean more GPUs and more servers and far more electricity demand. That makes furvo unusually valuable to a hyperscaler and Google needs that electricity that is reliable around the clock and it wants electricity that's carbon free because that's good from a regulatory standpoint and overall to fit their mission. So overall I mean if you look at the relationship between Google and FVO Google helped fund early commercialization. Google became a customer. Google ran part of its data center ecosystem on furvo electricity. Google became an equity investor. and Google is now exploring a development pipeline with them that could reach 3,000 megawws. So, I would say that their $51 million position in this company underells their relationship quite a lot. I think that after price discovery hits for Fervo and this company starts stabilizing out, all of a sudden the conversation on this stock is going to change quite a lot. Anyways, let us know what your favorite ideas are down below. What you think about the different stocks that Google is holding. And now it's time for our sponsored segment on Zenitech. Ticker symbol ZNA on the NASDAQ. This small drone company builds its aircrafts in the United States. And on August 13th, a few days ago, a presidential proclamation put tariffs of up to 100% on imported drones and drone parts made from China, making this a very relevant time for the company. I'll break it down, explain why you may want to put it on your radar, and begin your due diligence. So, from farming fields to military bases, drones are rapidly moving from novelty gadgets to essential tools across nearly every major industry. With US policy shifts actively pushing to ban Chinese-made drones and components that currently dominate the space, the door is opening for domestic manufacturers to step up. So what's the business model, Charlie Charlie to? Well, what separates Zenitech from a company that just sells drones is the model. It runs three connected lines of business. There's the legacy enterprise software arm, steady, recurring with long-standing business and government customers. There's the integrated drone business, selling hardware and software directly to commercial, government, and defense buyers. And then there's the centerpiece, drone as a service. The drone as a service idea is where the strategy gets interesting. Instead of selling a customer a drone and walking away, Zenitech sells the outcome. The survey, the inspection, the data as a recurring service. The customer doesn't have to buy equipment, hire licensed pilots, handle maintenance, or wrestle with regulations. They just get the result. And the way the company is building that business is the part worth understanding. Rather than chasing customers one at a time, it acquires established profitable decidedly old-fashioned field service companies, land surveyors, inspection firms, even power washing outfits that already come with decadesl long customer relationships. Then it modernizes them from the inside. It drops drones and AI into their existing workflows, automates the manual labor, and turns oneoff jobs into recurring higher value data services by the customer base, then upgrade the technology underneath it. That's the engine that they got here. On the product side, Zenitech has built a surprisingly broad family of drones. The flagship is a rugged midsize platform aimed at heavier industrial and defense work inspection surveillance reconnaissance, cargo, border patrol. Around it sits a lineup of more specialized machines. Drones tuned for land surveying and construction, a compact one for indoor warehouse and facility work, and more unusually, an underwater drone for port security and subca inspection. The breath is deliberate. The more environments the platform can work in, the more kinds of service it can sell. The newer and more speculative chapter is defense. Xenotech is positioning itself as an Americanmade NDAA compliant supplier and is working its way through the certification pathway that opens the door to sensitive defense work. It has opened a presence near Washington to engage the government directly stood up a dedicated AI research division and has begun developing counter drone systems platforms designed to detect, track and physically intercept hostile drones in the air and at sea. The company is led by its founder, a serial software entrepreneur with a long history of running public companies. Backed by a veteran finance chief who has held senior roles at large well-known corporations and an engineering lead with deep experience across both software and roads and the founder and insiders hold a substantial stake in the company. So management's outcome is tied closely to shareholders. In terms of the risk, Xenotech is a small cap technology company with limited revenue history and a business model heavily reliant on acquisitions and early stage drone commercialization. The company's rapid acquisition strategy carries integration risk and there is no guarantee that acquired businesses will successfully transition to drone powered operations or generate any kind of returns. Heavy reliance on capital raises creates meaningful dilution risk as Zenitech's acquisition driven growth and ongoing investments in manufacturing, R&D and defense initiatives require significant funding. The company has flagged its need for additional financing through equity or debt and future share issuance or the exercise of outstanding warrants could dilute existing shareholder stakes. So, these are things to consider when you're doing your own research onto this company. But overall, the story with this company is that Zenitech is a small, fast-moving company with a distinctive idea. Take old, manual, neglected fieldwork and rebuild it around AI and drones while positioning as a homegrown supplier at exactly the moment governments want one. Anyways, I'll put the link to Zenitech's investor relations page down below if you'd like to take a look at it. And of course, always make sure that you're doing your own due diligence. Have a great rest of your day. We'll see you in the next video.