Speaker likes Google, considers it profitable, and has had strong returns as a shareholder.

And remember, there are other companies like Google and Amazon that sell chips, and they're on that list too. I didn't call them a chip company because they have other significant businesses too, right?

I call Google and Microsoft 'yellow'. I like both of these companies. I think both of these companies are profitable. I am a shareholder of Google. It's a small position for me, but I'm a Google shareholder and have made tremendous gains in this stock.