GOOGL 全部观点

We have seen judgments against Meta, Google, Microsoft and all these companies over the years, and billions of dollars in lawsuits that they have all lost.

All I know is that this opens the door wide for rational, business-minded companies like Meta, Google, Microsoft, Nvidia, SpaceX, or any number of such companies that could come in here.

Alphabet had a nice gap up this morning, gave it back up, filled the gap in, and that's a healthy thing, I think. Uh and it's above the 50-day moving average. We need a close here with good volume uh for this to be a healthy candle. I suspect we'll get it.

The Google call 325 was like on the dollar last week.

And one of the ones that we agreed wholeheartedly has a huge opportunity ahead of them is Alphabet in Google. So, Alphabet not only is one of Nvidia's biggest customers accounting for somewhere around 10 to 15% of their revenue.

It's also one of their biggest competitors with TPUs. So, they're using that to power not only their own AI devices, but also their own cloud. They're selling them to companies like Anthropic who are training on TPUs.

Google McDougall up 2200.

Google McDougall, I mean, it's hard to sell Google. I've already sold a lot of shares of Google. This is about a $76,000 position. 40 almost $42,000 of that is gains. Why why do I want to sell any Google McDougall? Like, you know, so that's my perspective there.

joining us today with the latest sentiment data for Alphabet Google. And Alphabet Google's one of the winners in the market today, but walk us through your latest sentiment data on a headline level, Andy.

Yeah, I think Google's one of the winners today and they're the one of the winners long term and probably a winner forever because this is a company that's executed against these type of opportunities over and over again for decades in a very strong way.

Same thing with Google.

trying Google also, you know, you could say, "Hey, look, obviously went to the 200 day. It's not special. It hit a low of 330." Um, if you think this is going to wake up because now it might slow down the the compute spend and all that kind of stuff.

Probably could be long versus 330. You could go like this and at some point maybe it takes back the moving averages.

Well, you know, you can't have a conversation about autonomy without talking about Alphabet and Waymo, right? I mean, there's just no way. And so, I had to bring, uh, Alphabet to the table.

You know, Waymo has really emerged so far as the kind of clear operational leader in commercial fully driverless ride hailing, um, particularly, of course, in the US. You know, this is a real revenue generating business that's operating in a meaningful scale.

Number two is Alphabet or Google. I'm buying this and holding forever because its dominant search and advertising business generates enormous cash flow while its leadership and AI, cloud, YouTube, and other emerging technologies gives it multiple engines for long-term growth.

One of the most interesting parts is that you're getting exposure to several potential future giants beyond search and YouTube. Whimo. This is Alphabet's autonomous driving company already operating commercial robo taxi services and expanding into more US cities in Europe.

SpaceX. Alphabet has a 4.2% stake making it one of SpaceX's largest shareholders. Anthropic. Alphabet has made major investments in the claude AI company, giving Google indirect exposure to another potential AI powerhouse.

Isomorphic Labs, Alphabet's AIdriven drug discovery company, using DeepMind technology to attack pharmaceutical research and drug development. Google DeepMind, technically part of Alphabet rather than a separate investment, but potentially one of the company's most valuable long-term assets as AI advances.

Moving on to Google. Started the week at 332. Similar to Amazon, went down and then U-shaped back up. Finished the week maybe about a percent. Finished the week at 335.

The company is launching their own Gemini native app on Windows PCs. This follows chatblad and others which have dedicated apps inside of the ecosystems whether it's Macintosh or in some cases Linux or in this case Windows PC.

Seems like it's a little past its prime but never late or better late than never.

Google's actually having a green day. Look at that. Google uh hanging out over here at 331 and uh that's the week chart. Let me go to the day chart for a moment. Yeah, there we go.

When it broke through 400 over here, 404ish. Uh that was through our top line. And boy, uh if it loses 331, next stop isn't until 2 263. It's got a while to go. I mean, I you know, it's a good company.

I I personally think search is getting destroyed and they're covering it up by squeezing more and charging more out of their existing search customers. But, you know, that's my opinion. I I could be wrong about that.

we currently have holding we were currently in Google. So, um and we still think actually Alphabet or Google has a stronger holding.

And that's mainly because of the the entire ecosystem that it has, which obviously includes um the the search, it includes also, of course, YouTube. But besides that, it includes that segment that actually grew over 80% last quarter, and that's cloud.

So, it benefits from cloud in terms of, you know, other companies having to basically get out there and um and uh implement a their AI strategies on Google's GCP. And then also, obviously, utilizing uh Gemini.

And Gemini, as you know, uh targets more enterprise uh clients rather than consumers, which is, you know, where where Meta's uh agentic AI is uh is currently targeting.

Google, I talked about the killbox. I talked about my kill boxes for Palunteer at 106. Killboxes for all the different assets. My notes are in there.

Now, we do have a couple of things happening with this one. The bearish trend is down, but at the same time, we're almost at the floor at that 320 to 325 kill zone level. Actually, my kill zone isn't drawn in here. I should say kill zone 320.

First up, guys, looking at Google. Now, as you may say, like Drew, you just said, these stocks move a lot. Well, Google can move a lot.

As we've seen here, price action at this low of March of this year was right around 272, and we pushed up and made a high of 40861 before coming back in on the charts.

And then Google, I know Lion, you were talking about Google earlier. We never looked at it yet. Here's what the chart actually looks like here. Boy, that's tough. So, Google weak in the pre-market, week out of the open.

It's trying here, but boy oh boy, it can't get above its VWAP there. And it's less than its 50 and it's 100 there.

So, first one, Google. Now, Google's intriguing. It's not so much a day trade here, but look at this ascending trend line. Now, the reason this is important is that if this ascending trend line finally breaks, this opens a trapoor of significant downside over the next multimonth period, potentially back down, I would say, to about the 272 level.