Ives Robbins
Ives Robbins
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avatarIves Robbins
2025-03-14
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ To be clear. There is no way I'd buy Google stock right now.They are a monster, yes, but we've seen monsters get slain for a century now.It always happens eventually.And this is exactly the disruption that could smash Google, or at least diminish them enough.Google now has 70% of compute power from custom in-house manufactured chips. Aside from $Amazon.com(AMZN)$ , all other Mag-7 companies are very reliant on $NVIDIA(NVDA)$ . Google are way ahead in this race.
avatarIves Robbins
2025-06-05
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG still looks like a powerhouse right now. The dip-buying strategy is solid, especially with those $168-$170 levels you picked up on Friday. If the stock can break above $177, that’ll be a key moment to watch. If it pushes through, $184-$187 could be the next target. It’s a solid setup, and I’m betting on this one to keep climbing. But yeah, definitely keep an eye on any new developments that could change the game. I’m with you on loading up when it dips. This could be a smooth ride to those exit levels!
avatarIves Robbins
2025-06-04
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ it’s hard not to be excited about GOOG at these levels! With Alphabet trading at just 18x earnings, that's definitely a discount for a company of its size and growth potential. Considering the massive opportunities with AI, cloud, and YouTube monetization, the market just hasn’t fully priced in how much upside is possible here. 🚀The entire tech space is hot right now, and Alphabet has positioned itself perfectly to capitalize on that. June is looking like it could be a great month to ride this wave. If everything aligns, we could see the stock comfortably pushing towards that $300 mark. 📈🔥 Keep an eye on it!
avatarIves Robbins
2025-05-30
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ this stock is honestly criminally undervalued right now. When you look at the sum-of-parts valuation, it’s clear that the stock should be trading higher than it is. Analysts are putting a price target of $193, which seems pretty reasonable given Google's crazy earnings growth over the past 5 years. Sure, there's always that regulatory risk and the AI competition, but Google’s long-term potential? Still off the charts. The stock is cheap right now, and if you’re not adding to your position, you might be missing out. It's a solid pick for the patient investor.
avatarIves Robbins
2025-03-03
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ This is one of my favorite setups for the week ⭐️. Watching GOOGLE right now, and it looks like it's bouncing nicely off this demand zone. The price is holding that $165 level as support, which is a great sign. If it continues to hold strong here, I’m feeling pretty confident we could see GOOGLE push back up to $178-$180. I’m personally eyeing this one for a potential entry, especially if the support at $165 holds in the next few days.
avatarIves Robbins
2024-11-05
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google's stock price will be weighed down as long as the monopoly case continues and will not be able to gain until the court case is over (and only if Google wins). There is a reason Google is so cheap and amazing earnings didn't make them fly as much as it seems they should. Hedge funds, big investors tend to stay away from companies with significant legal challenges being adjudicated. With robust projections for its core and ancillary businesses and a valuation below peers, GOOG is positioned to deliver attractive returns for growth-focused investors.
avatarIves Robbins
2025-03-19
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG, trading at 18x ‘25 P/E, acquires Wiz for $32bn at 64x annualised, 32x projected ‘25 revenue. Is this a smart move?Only 'short-term' investors would likely prefer stock buybacks over long-term value creation through organic growth or M&A. Google is already engaging in sufficient stock buybacks, and M&A for strategic purposes is welcome.I’m a longterm investor and this is bullish longterm. I want people to sell so that I can buy even more closer to 15x forward pe for a company growing at >10% yearly.
avatarIves Robbins
2025-06-26
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Is GOOG gearing up for a run? If it breaks above $174, definitely keep an eye on it. A sharp rally to $210 isn't off the table. This isn’t going to be a “get rich quick” trade, but Google is sitting in deep value territory for the long haul. If you’re buying shares at these levels and holding until that major support level, you’re probably looking at a solid return over the next few years. It’s one of those slow and steady plays that could really pay off as the market shifts. Patience will likely be the key here!
avatarIves Robbins
2025-06-06
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google is way oversold right now. All this talk about losing search dominance? It’s just noise. People are focusing too much on short-term distractions and not enough on what’s coming.Let’s be real: Google is the AI leader, if not the leader in the field. Think about it — Google’s Gemini did this chart below. That’s some next-level AI, and it’s just the beginning. While everyone’s doubting them, Google is quietly evolving and shaping the future of AI in a way that no one else is.If you're not watching Google right now, you're missing out. This is a big moment. 🚀💡Image
avatarIves Robbins
2025-02-12
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I just made my first purchase of GOOGLe in two years, and honestly, I feel really good about it. I think it's the most undervalued stock out of the MAG 7 right now. This is definitely a core position for me, and the investment thesis just keeps getting stronger. Sometimes in a bull market, it’s hard to find solid opportunities that really stand out, but GOOGLe is one of the most obvious ones right now. With the company’s position in the market and its potential for growth, I can’t see how it’s a bad move. This feels like one of those stocks that you just can’t go wrong with—especially in the long run.

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