Alphabet Class A Stock (GOOGL)

It’s very interesting. I suppose Nvidia ($NVDA) is not too different than Strategy’s Michael Saylor. Does Nvidia run a business, or a stock? Is Jensen Huang a CEO or an equity market strategist and stock promoter? Jensen Huang is obviously brilliant. He knows nearly the whole sector is a circular financing that has become too …

I don’t view Berkshire’s $10 billion investment in Google to be meaningful for the share price (of either company). Here is the press release. 2026 June Alphabet Equity Capital Raise Press Release PDF Half ($5 billion) of Berkshire’s investment is common stock, paying $351.81/share — or at $25 discount from the close! The other half ($5 …

Break in. Google ($GOOGL) authorizes a $80 billion capital raise to expand AI infrastructure and compute. Position: None

Monday's market advance had some conspicuous and worrisome divergences: * Market breadth was poor and leadership continued to narrow (even more noticeably than in the past few days): * The VIX strengthened to 18.38 (+1.19). * Financials were noticeably weak. Homebuilders, restaurants (Shake ...

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