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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.

>> Um gosh, EKS, would you rather own Google or Tesla here? Both close to similar prices. Regardless if they're similar prices, I think the the thought here for me is what's each company going to do?

What's their future outlook look like? And they both have great future outlooks. So, I mean, I just throw a dart in the wall and I'll get it. I mean, it's gonna be one or the other.

They're I think they're both great. I'd say Google probably better, but I, you know, I think they're both great, you know.

He released his 13F model, and he added another 45% to his Google stake. So, he's filling his portfolio with Class A Google shares. It's now the fourth largest investment in his portfolio.

That's a lot of pressure, really, and I think Greg is trying to invest money somewhere he's very confident is in a good position. And why not Google? They've done an amazing job.

If we believe that Google's stock price will reach $400, it won't be There is a lot of profit Which can be achieved here. However, the caveats are I think Google It can reach up to 400 Dollars per share before time Long from December 2027.

Yes If the price reaches 400 Dollars in the summer of 2027, It will have value within The money (in-the-money) is worth 80 Dollars, right? The price will be $400. And if the execution price $320, you're a winner For $80.

It was in Google, with the trading symbols GOOG and GOOGL, where Berkshire injected more than $16 billion, increasing their stake by a shocking 650%, specifically for the trading symbol GOOGL.

The reason I say this huge move was so surprising is because, you know, historically, when Warren Buffett was making all the decisions, Berkshire was really known for putting most of its money into what I have always considered, you know, rather boring, low-growth companies—profitable, of course, but rather low-growth .

Where does Alphabet really fit into the big picture? What's its standing in the market at this point in your opinion? Well, you know, Alphabet's standing, and thank you for having me, is is, you know, it's something that's a little bit lower right now than I think you would have seen a few weeks ago.

But to me, it's a powerhouse long-term stock. It's got an amazing long-term record, and frankly, it's built for any weather. So, even though the stock has pulled back, I really don't think the core fundamentals of the business have, and I feel really excited about it.

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.