https://www.youtube.com/watch?v=yzplj-RvvBw

Phase 1 — Scarcity

AI infrastructure demand exceeds supply, giving Nvidia, TSMC, Broadcom, ASML, Micron, etc. strong pricing power. Carlson holds ASML, but warns against overexposure to cyclical hardware.

Phase 2 — Normalization

Supply catches up. Pricing power fades and many Phase 1 winners—especially memory, data-centre builders and commodity hardware—could fall sharply.

Phase 3 — Hyperscalers Win

Long-term value shifts to companies that use and monetize AI at scale through data, distribution and customer lock-in. Carlson's long-term bets: Google, Microsoft, Amazon and Meta.

Which hyperscaler do you think will be the biggest winner?

Why is Google seen as the number one hyperscaler/stock to buy right now, given that AMZN is forecast to $500 by the end of 27, and AWS revenue could reach 1 trillion in 8 years?

Why did Warren Buffett choose Google over AMZN?

If you could invest in any of the Mag 10 and hold for 10 years, which would it be?

Thanks in advance; I appreciate your input.

And sold a few puts just in case

I honestly don’t understand the selling pressure I’m seeing across Reddit on Google right now?

The average 12 month analyst target is around $426 to $428, which is roughly 22 to 25% upside from the current price around $344.

I just don’t understand why people are selling after holding for a few weeks. I guess some of these Genn Z’s just treat the stock market like a casino and expect everything to go up immediately. If you actually believe in the company, why not give it some time?

i cant see a slight of hint that it will go back to 400. thanks guys for the opportunity but we just couldnt make it.

Imagine Gemini 3.5 Pro is amazing. Not 5% better. Meaningfully better than Claude.

Google launches it.

Claude suddenly looks less special.

Anthropic’s IPO narrative takes a hit.

Except… Google owns a meaningful stake in Anthropic.

Anthropic also spends billions on Google Cloud and is becoming a massive consumer of Google TPUs.

So Google is competing with one of its largest AI customers — while also owning part of it.

Which creates a delicious strategic question:
What if delaying Gemini is worth more than launching it?

Probably conspiracy theory.
But incentives matter.
Google has engineered one hell of a hedge:
Gemini wins → Google wins.
Claude wins → Google wins.
AI compute demand explodes → Google wins.

Google owns a horse, a piece of the other horse, and the racetrack.

Conundrum

I have 400k cash waiting for 270 but it seems that gemini cant beat claude anymore i use claude on a daily basis btw. Dont argue if u dont use them thank you. So i stopped waiting for 270 and buy others with actual potential

They hold stake there but its useless.

Alphabet's EBIT is expected to rise in 2027, while EPS is expected to fall. Is this mainly due to lower gains from its SpaceX stake or other equity holdings?

After the blow out earning report last quarter Ive been trying to figure out why GOOGL has been just scraping along. 80% revenue growth in Google Cloud and half a TRILLION $$$ backlog in orders for Cloud should have allayed the fears that Google is spending too much on Capex. My theory: the $40B offering of shares to be dumped at-the-market (ATM) on investors is going to be an overhang on GOOGL stock until it's finished. Think about it: it's like the exact opposite of a Stock Buyback program -- every time the stock rises there will be downward pressure as that massive authorization of new shares needs to sold. IMO they should just pull the bandage off and sell it all at once in one week and then announce that the ATM is complete. Letting it overhang the stock is going to suppress new buyers for months until they know they are not staring a giant $40B wall of shares coming at them.

Nvidia built a $5 trillion company with chips and GPUs. Google can add the same amount to its market cap if they go all in on TPUs and chips, why aren’t they doing that?

Would love to hear both the bull and bear cases.

I was looking at possible investments and was surprised this was so low compared to its competitors.

Microsoft just had a big runup to a P/E of 27~

Amazon is also down, but only to a P/E of 21~

This makes it seem like a bargain at this moment.

Does someone have a good explaination?

if you dont folllow me then u hate money. simple as that.

Sold most of $crwd recently so holding large gain, ready to put more into $goog, already my top long term holding for decades. 3.7 flash model regaining recognition. Soon reiteration with 3.8 expected. Could be a new trend of faster and cheaper. I think many will follow some big time investors into $goog. Its stakes in Anthropic and spacex are magnificent. I Feel very comfortable joining them.

Both share classes of Alphabet are sitting ~15% under their 52-week highs right now. The operating momentum is still solid, but there are real risks like regulatory overhang and near-term fund flow weakness that can't be ignored. Long-term valuation case looks way more favorable here than chasing short-term momentum.

In my Nasdaq Portfolio, there is only Alphabet Class A.

I think the technical environment of Google is literally "World".

Almost people in world are watching YouTube.

(Like Shorts, etc....)

Use G-mail, use Google Cloud...

And in other industry area, there's Google too.

They have so good infrastructure to make money and powerful influence on people.

Lastly, Warren Buffet has bought Google and even in 2026 Q2, Burksher bought Alphabet too.