$GOOGL

Skeptical on new AI model's immediate performance; bullish on long-term gains in corporate sector and hardware integration leadership.

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The Investor ChannelPublished Oct 2 · 5 passages

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Turning to Google, the stock started the week at 340, experienced ups and downs, but closed almost unchanged. This comes as the company has essentially unveiled the "Gemini 4 Argon," which I don't believe has actually been launched yet, and which is its new high-end model.

I have reviewed some of the criteria that make it seem impressive. However, there are employees within Google who question the performance of Gemini 4.

This model needs to be significantly better in order to attract corporate clients, but ultimately, Google will make some gains in the corporate sector. It will also achieve many gains at the hardware level.

I believe they will lead the way in this field when it comes to integrating Android, robots, phones, and other innovative devices. They will have the advantage there, and it is clear that they will also be competing with Meta at the consumer level.

Now, speaking of devices, the price of the Pixel 10A, one of their high-end smartphones, has risen to $599 as memory costs continue to increase . The entry-level category , or " basic" phones at $600, still represents a significant amount of money , but these models have become less expensive as memory prices continue to rise.

Google describes this as the first step in a long-term research project , as they call it, to explore whether you can get AI databases or launch AI chips into space.

Google , like Amazon, also has converging averages, but you also created this wedge formation. We'll see if Google is able to do that.

What this channel has said about $GOOGL

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2026-10-02This one
Turning to Google, the stock started the week at 340, experienced ups and downs, but closed almost unchanged.
2026-09-25
Companies like OpenAI, Gemini and others will benefit from this experience
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