Schwab Network on $GOOGL (Nov 4, 2026)
The speaker does not own Google due to questions about its search business, but credits a very broad ecosystem, billions of users via search and YouTube, and GCP potentially holding market share second only to Microsoft — possibly surpassing it.
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It may not happen for a while, but any details about this would be very good, as they could help them compete more effectively against companies like Meta and Google.
The other company is Google, although we are not investors in them due to some questions about their search business . But they, like Amazon, have a very broad ecosystem. They have billions of users.
Whether through search or via YouTube. It is clear that their cloud platform (GCP), as some say, may capture a market share that puts it second only to Microsoft. They might surpass Microsoft.
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