How Joseph Carlson After Hours’s view on $GOOGL changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article4 entries
2026-10-01Bullish
“Google And Meta Will Beat OpenAI And Anthropic”
GOOGL is held long-term; despite current lag, rapid improvement in AI capabilities justifies retaining the position.

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence. Sundar himself announced Google's Gemini 4 prototype yesterday.

It also released performance measurement results showing its relative superiority compared to other leading artificial intelligence models.

2026-09-28
“Google Has Fallen Behind”
GOOGL is a hold; valuation is reasonable (25x forward PE) and business growth remains strong despite AI competitive concerns.

We have some big questions around Google. They haven't done much this year.

In rank number one today overall, it's Google. Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day.

So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are. And with Google, I'm up $18,000 and a lot of these gains have been made in just the past couple of years.

2026-09-03Bullish
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2026-08-24
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