The creator contrasts the investment thesis for Google with that of Costco, suggesting investors are making a mistake by favoring Costco over high-quality tech companies.
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Google Stock is Dipping, and I’m LOADING UP!
Future InvestingMar 15, 2026
The creator is bullish on Google (GOOGL/GOOG) stock, citing spectacular earnings driven by strong growth in Google Search and Google Cloud. Despite significant investments in AI and infrastructure, the company is demonstrating high margins and profitability, with a strong backlog and a favorable valuation compared to the S&P 500. The creator believes Google is well-positioned for future growth in the AI era.
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The creator contrasts the investment thesis for Google with that of Walmart, suggesting investors are making a mistake by favoring Walmart over high-quality tech companies.
Meta is mentioned as a comparison point for how Google integrates AI revenue directly into its core businesses rather than separating it.
Nvidia is mentioned as a key player in AI infrastructure and custom silicon, with Google's own TPU systems being comparable to top GPUs.
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