Adding to Google on Strong Technicals and AI Catalysts
"But for now, it's a whole Now, what I am uh getting more excited about is Google, right? Google, man. Uh the chart looks beautiful. It's got to be one of the best looking big tech uh charts, and it's because the story is coming together. You know, the AI story. They're a threat. They're a threat to a lot of companies. They this this is a powerhouse big tech. And uh like I said, you know, there's so many ways of of looking at the value of Google and I think it's underrated. It's definitely not overpriced in my opinion, but that's what I'm doing with my money, right? I'm just right now adding to Google. The chart looks great. I highlighted something when he had it up, which was that we've opened and closed a candle um above that September peak that we made. That's right. Which means that September move is in full continuation."
The speaker emphasizes a strong technical setup in Google driven by its solid chart, the unfolding AI story, and overall undervaluation. He is actively adding to his Google position with a target around the September peak and a potential move to $300, making it an actionable trade call.
Alphabet Secures a Major Cloud Contract, Boosting Confidence
"Alphabet shares up 1.4%. Now, this comes after a confirmation that Google Cloud has got a big new contract. Anthropic has confirmed that is teaming up with Google Cloud in a deal that could be worth billions of dollars. This is something that we reported earlier this week, but we now have got confirmation from the anthropic side that they intend to use Google Cloud capacity in order to train and serve the next generation of their cloud LLM models. And they'll give given an access of more than a gigawatt of extra capacity in this deal. So, Google shares outperforming the Mag 7 this morning on the back of this confirmation, up 1.4%."
Alphabet is receiving positive momentum following confirmation of a major new contract for Google Cloud, which is expected to provide substantial additional capacity and further propel its stock performance.
Buy Google for Quantum Computing Exposure
"What is my favorite quantum computing stock? And the one that I\"m buying right now and the one that I\"ve got short-term and long-term calls on as well as LEAPS, well, that\"s Google. And you guys are like, \"That\"s not a quantum computing stock.\" Yes, they are. They\"re the perfect company because they\"ve got deep, deep tech pockets full of billion dollars of revenue and they can do that R&D slowly. When they do figure it out, they\"re going to have the quickest path to implementing it successfully."
The speaker makes a clear trade call by endorsing Google (GOOGL) as his preferred quantum computing stock. He argues that Google has the financial muscle and R&D capability to lead in quantum breakthroughs, making it a compelling long-term buy despite perceptions that it isn\"t a traditional quantum stock.
Google high conviction buy despite OpenAI browser threat
"I consider these minor details in the long grand scheme of things. For example, we know that OpenAI and other competitors will be coming after Google. But I believe in this case that Googlea0is actually far better positioned. If this causes a meaningful sell-off, if it goes down 10 plus percent, I'll certainly be buying more Google as a result. I have right now around $150,000 worth of Google stock, $51,000 in the green, making up 11.1% of my total portfolio."
The speaker expresses high conviction in Google (GOOGL), dismissing the competitive threat of OpenAI's new browser and indicating that any significant sell-off (over 10% drop) will be taken as a buying opportunity. His sizeable investment and confidence in Google are emphasized.
Google (Alphabet) Buy Call
"s just jump right into the first stock, which is going to be Google. I want to go over the market cap, some of the technical analysis, and why this stock, I believe, is not just a good buy today, but it"
The speaker presents a strong buy call for Google (Alphabet), highlighting robust fundamentals, a strong search advantage, and compelling technical and valuation metrics. He believes it is well positioned for medium to long term gains.
Google: Balancing AI Ambitions with Regulatory and Valuation Concerns
"Stock number four is Google. It’s not just a search engine but a powerhouse behind YouTube and massive AI investments, spending $85 billion to build future infrastructure. Cloud revenue grew over 35% last year, and the company benefits from strong cash flow and a 3% dividend. However, heavy capital spending on AI and ongoing regulatory scrutiny add layers of uncertainty. Analysts have modeled a wide DCF range from a low of $170 to a high of $470 per share, reflecting both its entrenched market position and potential challenges."
The speaker reviews Google’s robust fundamentals driven by diverse revenue streams and aggressive AI investments, while cautioning that regulatory issues and high spending could affect its margins. The commentary provides investors with balanced considerations for a long-term investment in a market leader.
Buy Call on Google (GOOGL)
"Now, I just spent $8,000 this morning. $5,000 buying one company, $3,000 buying another company. And the two companies that I bought were Google and Amazon. I like Google so much that I have it in both portfolios and I've been buying this company like crazy over the past year. I have another $91,000 position in Google with $25,000 of it being gains. Google has been both a huge position and a big gainer. I've made more gains in Google than I think any other company except for Netflix and I believe that this is going to continue."
The host explicitly reveals his purchase of Google, highlighting his growing exposure by including the stock in multiple portfolios. He emphasizes its strong performance, significant gains, and a series of bullish catalysts, suggesting that despite trading at all-time highs, Google presents a low downside risk with predictable returns.
Buy Call on Google (GOOGL)
"The first one's Google. This is a company that I believe just has it all. It has the low downside and high upside. When I look at Google, of course, it's not the same deal today that it was earlier this year. ... I believe that Google is about $100 undervalued today. So, if you can buy this company below $340, I think it's a buy."
Joseph Carlson presents Google as one of his top picks due to its diversified assets, strong AI capabilities, and multiple revenue streams, suggesting that if purchased under $340, it is undervalued by about $100 relative to its intrinsic value.
Bullish Trade Call on Google with $300 Target
"I still believe that Google today represents one of the best risk adjusted companies in the market. And I'll repeat that until it stops being the case. But right now, I think Google could easily go up to $300 per share. This clear line of sight for another 10 to 20% gain in the short term makes it a compelling play."
The speaker puts forward a trade call on Google, emphasizing its strong risk-adjusted returns and predicting that the stock could reach $300 per share with an additional 10 to 20% upside in the short term. This recommendation is backed by his belief in Google's durable fundamentals and competitive moat.
Trade Call & Commentary on Google
"Google's still a buy today, but amongst other great companies. I have no thoughts of selling it, and I feel like it's in a great position."
The speaker provides a compelling commentary on Google's strong AI leadership and diversified business model. Despite its high valuation, he recommends remaining invested in Google, citing robust competitive advantages and attractive fundamentals.