Is Alphabet (GOOGL) Christopher Rokos' Top Pick?
While NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, Alphabet Inc. (NASDAQ:GOOGL) ranks 2
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Following Alphabet Inc. (NASDAQ:GOOGL)’s guidance announcement on February 4, 2026, capital expenditures could nearly double from $91.45 billion in 2025 to $175.00–$185.00 billion this year as it works through compute constraints while scaling Gemini and cloud workloads. The bond sale supports Alphabet’s shift into a capital-intensive hyperscaler phase, which trades short-term free cash flow pressure for long-term AI-led growth, according to investors.
Alphabet Inc. (NASDAQ:GOOGL) operates Google Services, Google Cloud, and Other Bets, which generate revenue from digital advertising, cloud infrastructure, AI-powered enterprise services, and emerging technologies in global consumer and business markets.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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