Alphabet is undervalued ('cheap again') and resilient due to strong cash flow and AI leadership; remains the largest holding.

I told you that on YouTube regarding the company Nvidia. I have told you That is, with regard to the company " AMD. It has I told you that in cases Countless, Google is The largest company, perhaps I told you about it, to Amazon side, which They are now bigger Two investment centers I have.

Nvidia One of the top five I have investment centers.

But with Alphabet Amazon, Nvidia, AMD and Broadcom, these Real results and flows Actual cash flow continues in Year-on-year growth. Even if they don't get it Sufficient appreciation now, They will get it in The end result of the future.

Amazon and Google in Assembly stage. Yes, this correct. I like that. I agree With this opinion, Patrick.

Alphabet, is it? You think they care At the interest rate level now? Do you think they They care about the number of barrels Oil that passes through The Strait of Hormuz? both, Work is proceeding as usual For them.

That Nvidia's moves, and Microsoft and Apple And Alphabet will have Much heavier weight in The rise of the general index or Its decline compared to the stock Number 500 or arrow number 400.

Amazon 12%, Google Alphabet 10%, Microsoft 10%, and Meta 10%.

Many people view him as investors when It concerns companies Such as Alphabet and Amazon, And Meta. And I think that Alphabet is also getting closer to Announcing a special type It contains intelligence agents Artificial for consumers .

People always want Dropping the other company, Then she comes back stronger. She was Alphabet is very late. Then suddenly it became "Gemini". It is the best ever Outperforming ChatGPT, And surpassing what is possible That Claude should do, and what Something similar. Google At the top of the world.

We are looking at Alphabet. It looks Cheap again. People ask: "Well, 'Muse' is now out, So, as you know, it's over. The age of research for "For Google." Guys, for God's sake! Upon you.

Are you serious? Are you serious? Do You are selling Alphabet shares Really, right now?

But if I was a company like "Alphabet", It is a software company or Technology that does not possess A physical product that needs For shipping, it is likely that It is affected much less.

Again, as I mentioned before Few, Alphabet doesn't care By the number of barrels of oil Which passes through the strait Hormuz. Good? Alphabet Don't pay attention to some of these The things and obstacles that It happens, because it has no effect.

On its profits. They have Sufficient cash flow. They They are not a company that is drowning in Huge interest-bearing debts Variable. Prices may reach Interest to 7%. It will not affect That's on their budget Private public from This perspective, okay?

This is Top ten The first one is inside my wallet in The current time. no A change in the lead, where Alphabet remains the largest My property.

However, When I look at " Broadcom, Nvidia, and... AMD and Alphabet Amazon, it is a company Firmly established by all measures, Good?