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

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article2 entries

2026-09-03Bullish

“Something Has Gone Terribly Wrong”

Google avoids ad business breakup; US antitrust risk chapter closed; no near-term dismantling expected.

Google has once again avoided a major breakup of its company. Google succeeds two out of two times .

The report says Microsoft will begin disclosing quarterly revenue for its Azure cloud computing service for the first time, giving investors a clear picture of its business as it competes with Amazon's cloud services or Google's cloud platform.

Watch the source01:14

2026-08-24

“I’m Buying $10,000 Of This Company Next”

GOOGL is not cheap at current price; hold but not buy; buy target $250 implies 14.1% CAGR over 5 years.

Google, which is my current largest position. It's a $27,000 position with $113,000 in the green. Google today trades at around $347. So at 347, it's trading at a 26 Ford PE ratio and a 1.2% free cash flow yield.

I don't believe that Google's cheap today. I'm not buying it right now. I continue to hold it mostly because it's such a good company and I believe the future is bright for it, but overall it's not a company that I think is a screaming buy.

And the buy target that I've set for Google is $250, so around $100 less than its current price.

Watch the source03:56