$GOOGL

GOOGL

Alphabet Inc. Class A Common Stock

All takes and content in this window

As of 10-01
10-01
Parkev Tatevosian, CFAPublished 2026-10-01
“Better Buy: Microsoft or Alphabet? | MSFT Stock vs. GOOG Stock”
$GOOGLBullish
Alphabet is preferred for new investment over Microsoft due to better valuation, higher expected revenue growth, and superior ROIC and revenue per employee metrics.

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.

Older record
Schwab NetworkPublished 2026-10-01
“MU Earnings Add AI Muscle, GOOGL Gemini 4 & Leaders Address Global Energy Woes”JPMorgan
$GOOGLNo side taken
New Gemini model helps Alphabet re-establish AI leadership; prior delays limited stock rise.

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.

Older record
The Intrinsic Value PodcastPublished 2026-10-01
“The AI Frenzy in Markets, As Understood by Two Value Investors”
$GOOGLBullish
Alphabet is a strong long-term investment (10 years) due to its cash reserves, cloud/AI infrastructure pivot, and brand trust, despite short-term threats to its ad model from AI agents and negative free cash flow.

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?

Older record
09-30
InvestAnswersPublished 2026-09-30
“📊 What a "Green" September ACTUALLY Means for October (21 Charts)”Warren Buffett / Berkshire Hathaway
$GOOGLBullish
GOOGL moves slowly but safely; expected to continue gradual upward movement over 2-3 months due to low downside risk and AI sector relevance.

Google, that was another good invitation . It dropped to 325, 326. Buy there and you got that sell signal. It started off the sniper zone we identified precisely, but encountered a strange selling zone at 360 and dropped back down to 333, but is now back up to 340.

So, once again, it will continue to move slowly, perhaps in this direction, for the next two or three months. Google is not like that; it's a big, heavy monster. Therefore, it takes a long time to move, but it is also very safe.

It's safe by Warren Buffett's standards. That's why Berkshire buys Google shares; they know it doesn't involve downside risks and that it's part of the artificial intelligence field.

Therefore, they can feel secure in their investments there.

Older record
Showing 4 / 4 on this page
See this ticker’s full history