Google

Bullish:

• $GOOGL - Google (Alphabet) is highlighted as the most profitable US company, with a scalable business model that increases revenue per user as it grows. The company is seen as transformative and positioned for long-term success, particularly in AI.

  • “Google, and I should say Alphabet today, generates more net income or profit than any other US company, more than Apple, Microsoft, ExxonMobil, JPMorgan Chase, Berkshire Hathaway.”

    Ben·1:46

  • “As they scale, they make more revenue per user.”

    Ben·1:26:55

  • “Google was that company. Google was the company that shows up once in a very long while...that's on the cusp of changing the world.”

    David·1:31:39

  • “Never mind that Google invented AI and published the transform”

    David·1:12:43