¿Comprar acciones de Google Alphabet (GOOGL)? — Análisis de YouTubers de finanzas

The YouTuber views Google as the ultimate digital monetization toll booth. He highlights Google Cloud's growth into a dominant, high-margin business, surging 63% year-over-year to a $20 billion quarterly run rate. Despite heavy infrastructure spending (32.5% of revenue to Capex), Google's $126.84 billion cash cushion allows it to fund future growth while its core advertising business remains strong.

“Google operates as the ultimate digital monetization toll booth for global information. The most recent quarterly print proved Google Cloud has officially scaled into a dominant high margin monster, surging 63% year-over-year to a $20 billion quarterly run rate.” — ▶ 8:40

The YouTuber holds Alphabet as their largest position, with 121% gains. They believe the company has strengthened its position with Gemini 3 and maintains a dominant market share in search and online advertising, indicating strong fundamentals.

“Meine absolut größte Position ist mittlerweile Alphabet mit 121% an Kursgewinn. Das Unternehmen konnte erst kürzlich mit Gemini 3 seine Position gegenüber Konkurrenten wie Chat GPT stärken und die dominante Marktstellung im Bereich der Suchmaschinen und Online Werbung erfolgreich behaupten.” — ▶ Ver clip

The YouTuber highlights Alphabet as his top play for the year, having seen significant gains since his initial entry at $120. He emphasizes its strong performance, being up 25% year-to-date, and encourages holding onto winners.

“This was my number one play of 2025, but it is my number one play for this year by default, just because my runners, the amount of shares, I think I made 300,000 off this play alone.” — ▶ Ver clip

The YouTuber recommends Google as a strong buy, highlighting its significant past performance, having risen from $120 to over $330. He emphasizes that it's a winning stock and advises investors to be where the winning is taking place.

“Google would be number one. That's been coach probably best play over the last 12 months is Google. Okay, ticker symbol is G O G L. All right, you need to be where the winning is taking place.” — ▶ Ver clip

The YouTuber views Google as a strong contender to be a major winner in the AI space, with an almost impossible-to-disrupt ecosystem. While currently near all-time highs, he would add to his position if the stock experiences a significant pullback, potentially to $350 or even $300.

“Google, if we do go back down, maybe 350, maybe, who knows, maybe there is going to be a huge gift given to us and we go back to $300, then yes, I will be buying more.” — ▶ Ver clip

The YouTuber likes Google as a solid company and believes it has more room to run. They highlight that the company's earnings performance contradicts the negative market narrative about its AI position.

“At least it's a great solid company. I do believe we have more room to run here with Google as well.” — ▶ 7:30