GOOGL 全部观点

So, what we'll do today, um, we have a tier list prepared. We actually have two tier lists. So, for one, we will talk about um the max 7 companies as you can see here. Plus, we have some extras.

So, we will talk about the Max 7s like you know, Meta, Google, Microsoft, those those sorts of companies.

But the pattern that should concern you is that last week Alphabet Google right reported their first ever negative free cash flow quarter as a company negative $5.8 billion after their capital expenditures doubled year-over-year to $45 billion spent in a single quarter company.

They raised their 2026 capex guidance to between$1.95 and $25 billion, right? They're they are telling investors, we're going to go spend $200 billion in cash and reinvest it into our business to go build these, you know, data centers and like it's $200 billion. It's just unbelievable.

We heard this story before, but it was with Google just a week ago. And I'll be going over why I support Google's equity raise and I do not support Meta's equity raise.

One of them from the repeated AI skeptic and AI bear which is Gary Marcus tearing apart Google in a viral tweet saying that Google is building out a commodity which is AI.