GOOG是首选买入标的；近期因资本开支指引导致的股价下跌，反而在强劲基本面上形成了折价机会。

I have just increased my investment in a deal. We will talk about it. Is this one of Nancy Pelosi's best deals ever? maybe.

Wait until you see the figures related to this matter. I just paid $33,000 for a deal I love and we will be reviewing it. But you will want to stay because I have a lot of information about insiders in Washington who are buying, and that's Google. Google Alphabet, commonly known as "Alphabet".

This stock has been severely punished, as if it has no future . He has taken heavy blows and now he is fed up with it. It's like watching a Marvel movie, where the arrow gets up and prepares to retaliate.

In my humble opinion, it's one of the best stocks to buy right now , and that's exactly what I did.

I invested $33,353 in what I considered the best stock to buy right now, and I'm not alone in that. Tell me if you think it is right for officials in Washington to buy and sell stocks directly. And you know that they have a lot of information that we don't have access to. This is not just my guess, nor is it a conspiracy theory. They are on committees, and they possess highly confidential files. They are allowed to trade shares based on any information they have. All they have to do is advertise what they buy and sell , and they have timeframes for that . And some people, you know, it's crazy. I have made videos on this topic in the past.

In any case, you can see the total cost is 33353 . I have added to my financial center. I already had some shares, and I'm in profit, but I want you to know that I'm going to talk about this position.

Pelosi paid only 150 per share. If I had followed her at the moment she made her deals, which I had previously reported, I would now be reaping huge profits.

What Wall Street sees, what the capital already knew, and what will happen next. I bought 100 shares, 100 shares today, of Google (GOOG), and the price was executed as you can see, etc.

The 52-week range can be seen here from 206.96 to 404.47. Since the beginning of the year, it has increased by 5.95%, and during the year, it has increased by 55.94%. It's performing amazingly.

It is one of the best stocks to buy right now for many reasons, which we will discuss in this video.

On September 1st, its market capitalization is third globally. 4.08 trillion. Now, don't let this number scare you. That's a big number. It's a huge company. They own a lot of assets. They also continue to do some very cool things . It's 17.5% lower than the highest price at 404. I like that. I want to move forward and take some steps regarding that.

Quarterly dividend of 22 cents, payout date September 4. Keep that in mind. So , as we move forward, why now? Why are you buying now, Mo? Why not wait for record levels? Well, firstly, I don't like buying at historically high levels. I like to buy when there are discounts. I was punished. Do you remember that during the profits it crushed all records? I crushed everything. Then it was punished because it increased its capital spending, i.e., capital expenditures. They suffered a truly severe blow. Hmm, so the stock has dropped by 7.13%. It was a bad day. It was a terrible day. The reason is the 2026 capital expenditure guidance, which they raised to between 195 and 205 billion, and not operating results. The operational results were excellent.

The Big Four companies, Alphabet, Microsoft, Amazon and Meta, are planning capital spending of around $724 billion in 2026 and nearly $950 billion in 2027. It's not slowing down . In fact, it's accelerating. This is the crazy part. So people feel stressed about it. It's strong in free cash flow, and all that stuff.

Well, you could say, "Oh my God, this looks awful, Mo." The numbers that Wall Street ignored. Look at these revenues by sector. The network, 7.3 billion. YouTube ads, you are watching ads on my channel, 11.1 billion. Subscriptions and devices: 12.98 billion. The cloud now has 24.8 billion. Put all this together, the cloud has achieved it. Look at the research, $63 billion. They still dominate this field. 82% growth in the cloud, that's huge. You can see all of this. The numbers were enormous. Everything was positive. There was an accumulation of $ 514 billion in the cloud. It's crazy. They are undertaking the most expensive construction in corporate history. They will not miss this opportunity. They are going to the show . They want to be the show. And I love that.

Why is the stock cheap? Each one of these poses a real risk, of course. Capital spending of 44.9 in the second quarter alone. A lot of money is flowing into this. A 100% year-on-year increase. They raised expectations. You can see that, guys. 2027 looks like a year of spending for Google. Now, just like Amazon in the past. They had to start the company and spend a lot of money, and everyone was saying, "You can't keep doing that." "You can't do that." And they did. Now look at them. This will be very similar. They are trying to establish themselves as leaders in the field they work in. To do that, you need to spend.

Ah, free cash flow -5.9 billion. This is the first quarter in which the company has recorded negative free cash flow since its initial public offering. Free cash flow for the past twelve months was 53.3 billion. And this is the one thing that...nobody wants to see free cash flow turn negative. This means they started to... they need to get money to spend. They need to resort to other sources . Repurchase operations were stopped , of course , because the cash flow was negative. Nothing was repurchased. 49.6 billion shares were raised in addition to 25 billion bonds. They... they get their money. They need to get the money.

Gemini's AI engine, proprietary Tensor Processing Units (TPUs). Who operates it? Tensor processing units. We all know, and we hope you are aware of it, maybe not. Alphabet is the only company that owns the model, the chip, the cloud, and the distribution. Putting all of that together, they own the entire system that everyone else competes with, buys, sells, and rents. They have everything . That's why they spend. They don't want to have to depend on anything external. This is complete vertical integration. They achieved it. That's why I like it .

Ah, 950 million monthly users for the Gemini app, more than a billion monthly users for AI-powered search, and 22 billion tokens processed per minute. It's crazy. The eighth-generation 8T AI chips' tensor processing units (TPUs) were reviewed . Here it is, almost double the performance per watt.

Who rents Google's chips? Remember, they make their own chips. They don't want to rely on Nvidia , or any of AMD, Intel, or any of those companies. They want to be able to do things for themselves.

Regarding Anthropic , remember, Google owns a part of Anthropic. Ah , up to 1 million TPU units and over 1 gigawatt in 2026, expanded in April 2026 with Broadcom to reach several gigawatts of next-generation TPU units starting in 2027. They are definitely starting to do what they need to do. They are expanding significantly in chips. A multi-billion dollar deal to lease " Iron Wood" TPU units on Google's cloud has been reported. Ah, that hasn't been officially confirmed. OpenAI has been a Google Cloud customer since June 2025. Gemini Enterprise serves approximately 90% of Fortune 100 companies. 90 out of 100. More than 9 million developers build on the Gemini API every month. They are huge. They are enormous.

Hidden origins that no one likes to talk about, but we will do so here. Remember that I was giving you inside information about some of these other things. SpaceX has $94 billion and they have a stake in Anthropic. I use a lot of these tools all the time. Anthropic's "Cloud" model, wow, if you combined "Cloud" with " Gemini", you would get a perfect artificial intelligence model. They don't do that. They are separate. Each performs different functions. It's unbelievable. A stake in SpaceX worth $94 billion, we have about 6%, and the IPO is in June 2026. It is still restricted. They can't do anything now. With a $13.3 billion stake in Anthropic, starting with $300 million, it has grown to $13.3 billion, with a commitment of an additional $30 billion . It's clear they're working with Anthropic, so it's not Gemini versus Anthropic as people are trying to portray it. They are interconnected. The two companies are interconnected in terms of chips, investment, and everything else .

And I think " Anthropic", I've used a lot of them and I should tell you that my favorite artificial intelligence swings between " Cloud" and "Gemini". I love them both. They both perform different tasks. You can tell me your opinion below. I use " Cloud" a little more than I use "Gemini", but I use them together.

Net income for the second quarter of 2026, you can see this, 112.1 billion, the first 12-figure quarterly profit in history. 12 numbers. This is not millions. You will be happy with 100 million. You will be happy with one and a quarter million . They made 112 billion. And this is just basic profit, look at this. It's truly amazing.

So, we'll see where things go. And I trust two things: zero dismantling operations. Remember that we have faced many issues. The Justice Department wanted to dismantle both cases. She didn't get either of them. So, let's make sure you keep up with these developments. I have rejected the Justice Department's demands to sell the advertising platform. And of course, there will be no sale of Chrome, nor a forced termination of Apple's virtual agreement. So, a lot of good things are happening.

But now we move on to what I like to talk about. The capital, man. They have a crystal ball there. Nancy Pelosi, she has to keep telling us what she's doing until January. So, you know we'll be following up on that . I am always impressed because she is considered one of the best investors in the history of investing. For those who don't know, the profits were insane. You have your own opinions about this. I'm just telling you about it. In February 2020, she purchased 40 call options for Google shares . Man, the execution price was 1200 before the split. Then 10 additional buy options with an execution price of 2000. All sorts of things. They sold 30,000 shares in December 2022 for about $3 million, five weeks ago. Here, are you ready? About 5 weeks before the Justice Department's lawsuit against advertising technology. And you know, it hurts when the Department of Justice is after you. It's painful. But here, they returned again to buy call options in 2025. Buying gifts and buying 20 call options in December of this year. Exercise 50 buy options. Oh my God, oh my God, oh my God. So that's what happened. Lots of buying and making lots of money. She did roughly what I can calculate here, a purchase worth $150. This is what they have achieved. I enter at 333 and it starts now. Work begins now. Its profits have increased by approximately 122% on shares in about 8 months. You can follow in her footsteps and you will achieve resounding success. i know that. Well, she still has it . No Alphabet stock sale has been disclosed since January 2023. It also has 20 call options at 150 expiring on January 15, 2027. So keep that in mind. It represents approximately 17% of its investment portfolio. That's what they appreciate. She will leave her post on January 3, 2027, when disclosure requirements cease. That's what happened. She does not own any shares. All deals are registered in Paul Pelosi's name , okay? So keep that in mind. He is her husband. He is her husband. I don't know if you're talking to your wife or your husband, but that's the reality.

Some other members of Congress, who else is buying? We have fields. Josh, Nancy, of course. John Fetterman, of course, is from my state. Rowe , Jerry, Michael. That's what happened. Look at these people. Many of them. How many people buy large deals here? That's what happened. That's what happened. Some people in the capital are buying. 138 deals in Congress at Google. 71 purchase transactions, 67 sales transactions. Trading dates, and you have everything . Good. So, that's what they do. That's what they do.

The clock is ticking regarding the deliberations of members of Congress. Will we get a ban? Do you think they should be allowed to do that or not? They are attacking cryptocurrencies. Why don't we attack stocks ? The House of Representatives passed it. By a majority of 232 to 198, the law suspends trading based on insider information. Members, spouses, and dependent children are prohibited from purchasing new shares. You cannot do that. You are not allowed. The Senate stopped it. 8 versus 7 . The Honest Act was approved by the committee in July 2025. Guys, a year later, there hasn't been a vote in the chamber since. It was formerly called the Pelosi Act. It imposes stricter exit procedures within 180 days and prohibits ownership entirely. Oh, why isn't it being done ? Hmm, I don't know.

What I'm watching for regarding the 428 target for the Fed's increase , the appeal, all this and more. I want you guys to take a screenshot of this . This is what we are looking for. We want to see how things go, you know, 64 analysts, zero sell recommendations, zero. This tells you something . If all these people, with all the money they help move and control and everything, are all on the buying side, then I want to be on that side too. Okay, the average target price is about 28% for my order. I look forward to getting into more. My plan is the first of three slices; I will add more when doubled . Whenever I see large sales, I will buy. I will not leave Google. Google is the only stock I hold. I will keep my Google shares. I will not withdraw from it. Moving forward, it's a stock I'll never sell . Something very, very bad must happen. Ah, and I, you know, we don't know. We don't know. We don't know. It's just a stock that I really, really, really believe will be a