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So, Alphabet and Microsoft are two companies I've been interested in for over a decade. I follow these two companies closely . They are among the largest buyers of AI components and AI data center builders.

They are among the largest companies in terms of market capitalization in the United States and around the world. In addition, I own shares in both companies, Microsoft and Alphabet.

Okay, let's talk about Alphabet Google this morning. The new Gemini model is being launched. Yes, the new "Argon" model that Google launched last night is trying to catch up a bit with Meta's "Muse" model, and some other models from Anthropic and ChatGBT, although ChatGBT delayed its release.

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

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.

The first company is Alphabet, Google. Most people know Google. It is one of the largest companies on Earth. Whenever we think about technology or the internet, we probably think of Google.

The interesting thing about Google is that a year or a year and a half ago, people thought this company was finished. ChatGPT appeared two years ago, and it was said at the time that the search, their " golden goose" , would disappear, right?

We cannot imagine a world where people stop using Google search to find things.

At Goldman Sachs' technology conference in September, Alphabet informed investors that its artificial intelligence performance outperformed competitors by 2.7 times, with 80% better price performance in inference.

Alphabet has the complete technological infrastructure, from dedicated processing units to large language models and products that include more than one billion users across six different product lines .

This allows the company to spread the costs of investing in artificial intelligence across a broader customer base.

Many other companies, such as Google, Amazon, and Meta, are spending hundreds of billions of dollars building their AI infrastructure, which I believe will help them more in the long run, and that's why I'm investing in them for the long haul.

Companies like OpenAI, Gemini and others will benefit from this experience

As for Google, it started the week at $350 per share, and has fallen by approximately 2.3% this week to $341. This comes in conjunction with the company's unveiling of Gemini 3.8 flash TTS processors.

Well, these companies will use Google Forms. This is what all small lamp models will do . The large developer community, and the geeks here on YouTube, including myself, will not appreciate or even use these models, but it is LG and Samsung that will integrate them into their devices.

Here I am thinking of Google, and the possibility of it launching a smart assistant powered by Gemini technology later this year. Many people use Google for services like Gmail and Google Calendar, which allows for seamless integration between the services.

This is information and data that they already have .

All right, next up, we've got Google, one of the bigger companies in the stock market with a down day of 3.8%. You can see price action coming through and settling today's close right on this gap fill.

What we've got going on with Google are two things. largely we've been trading within the parallel channel. Breached the top ever so slightly, but now we find ourselves getting rejected by the 50% area of this parallel and coming right back down.

Google,

It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.

They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

I believe the telecommunications services sector is still leading the way this morning, and that's thanks to Alphabet Google, not Meta.

I recommend you keep an eye on Alphabet Google's telecommunications services stock again. Today, the stock is leading the rise by 1.5%, and if we look at it from a technical perspective, this is a three- year weekly chart.

If we draw a downward trend line from the highest closing levels on the weekly chart, we will find that we have already passed the 20-week moving average. If we draw another downtrend line from the highest trading points, we can say that the $368 level is the next major resistance area before the price attempts to break through it, and that the MACD indicator is also in an upward position .

These are the types of technical analysis that have already seen strong continuation over the past two weeks.

About 18 months ago, Shawn pitched Alphabet as the cheapest of the Mag 7 back when the market was busy pricing in the death of search. But since that episode, the stock has roughly doubled and the death of search never actually showed up.

What did show up as a company that now plans to spend around $200 billion in a single year on data centers, has stopped buying back its own stock entirely, and has raised over hundred billion in capital to fund this spending.