The Acquirers Podcast on $GOOGL (Nov 5, 2026)
The speaker has strongly added to Google, finding the ultra-large-scale computing company very attractive; he cites cloud computing activity growing 100% and revenue growth of 25%, and says Alphabet's AI-leverage foundations are stronger than a peer's.
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I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive.
I mean, Google's cloud computing activity has grown by 100%. They've increased their revenue, think about it. This is unbelievable, man. That company is huge. Revenue growth of 25%.
Google's cloud computing activity has grown by 100 %. They've increased their revenue, think about it. This is unbelievable, man. That company is huge . Revenue growth of 25%.