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DISCLOSED: Google Bought This 1 Tiny Stock

Aug 18, 2026

The creator discusses Alphabet/Google's latest disclosed holdings, highlighting their significant investment in SpaceX and a partnership that benefits both companies. The video also introduces Xenitech (ZNA) as a sponsored segment, focusing on its relevance due to new tariffs on imported drones from China. Another mentioned company is Planet Labs, which operates Earth observation satellites and has a relationship with Google.

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Tickers discussed in this post

PATHBullishMedium ConvictionSignal-backedSecondary

UiPath, which started in robotic process automation and is evolving into an AI agent platform, is also recommended as a 'great dip buy' with deep integration and investment from Google.

ARMNeutralMedium ConvictionSignal-backedPrimary

Google owns a significant stake in ARM Holdings, whose CPU architecture is fundamental to smartphones and increasingly data centers, making ARM technology critical for Google's operations.

ASTSNeutralMedium ConvictionSignal-backedPrimary

Space Mobile is building a satellite network to connect directly to ordinary smartphones, a strategic investment for Google to expand Android's reach into areas with poor cellular infrastructure.

PLNTNeutralMedium ConvictionSignal-backedPrimary

Google is a strategic shareholder and customer of Planet, a company providing Earth imaging data crucial for AI interpretation and complementing Google's Maps and Earth products.

PLNeutralLow ConvictionResearch Only

Planet Labs, the second largest individual position in Alphabet's filing after SpaceX, operates Earth observation satellites and has a relationship with Google.

NODKNeutralMedium ConvictionSignal-backedSecondary

Xenitech (ZNA) is a small drone company built in the US, which is relevant due to new tariffs on imported drones from China, making it a potential stock to watch.

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