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Ives Robbins

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.

Ives Robbins

12-20 15:25

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I really like what I am seeing from GOOG with its recent execution and shipping of AI products. The culture finally feels like it has been revived and a sense of urgency has returned. AI talent, data, TPUs and now focus. GOOG formed inside day and respecting EMA(8). If you missed last rally, dont worry. It is time for you to add long. Look at the consumer sentiment. Bullish and whales are targeting 195.

Ives Robbins

12-16

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Still A LOT of potential room to move up going into 2025 based on the trend zone above which has been previous resistance. Bulling GOOG longer term, but a lab research milestone adding ~$300B in market cap? Most folks buying this have no idea what this means. This market is absolutely wild. Do you think this is a loser over the next 6 months? Or do you think it's just getting started?

Ives Robbins

10:59

Google ready to fire up

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google has formed a perfect William o neil pattern with 6 month of consolidation. It broke its all time high recently on high volume and recent down movement gave ample time for bulls to load call. i think it is ready to break out. it is only mega cap that has not broken its july ath. I think 200-210 is possible next week

Google ready to fire up

Ives Robbins

12-19

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL is a leader when it comes to disruptive innovation and disrupting and dominating whole industries, which is in the DNA of the company. The company's record of innovation, substantial R&D budget, and a focus on innovation are more than enough to justify holding them in one's portfolio. Even if the company is broken into several companies as a result of anti-trust lawsuits, then also the new companies that'll emerge out of GOOGL will be dominant players in their respective industries, such as search, advertising, video streaming, etc.

Ives Robbins

12-10

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is way ahead in AI race than you think. It has the largest AI computing capacity among cloud providers. What’s even better is that 70% of its capacity comes from its own TPU chips. $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ are completely dependent on $NVIDIA Corp(NVDA)$ . I can’t imagine being bearish GOOG.Image

Ives Robbins

11-20

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Look at their market shares in search, browsing, online advertising, etc. Look at their gross margins. Simple question: Are 70%-80% gross margins for a decade plus a sign of a company in a competitive market? If you believe the answer to that is yes, we'll agree to disagree. And I would point out the obvious that GOOG is far from the only company operating with those margins.

Ives Robbins

12-05

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ what is the biggest underperforming mega cap lately, But looks like it’s been picking up steam , a beautiful falling wedge pattern here, look for 175.11 to break and hold for calls once it does that I think 180+ incoming. GOOGL Looks pretty good. Lots of upside room remaining. A high quality business at a reasonable price Image

Ives Robbins

11-14

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'm a big holder of GOOGL and I don't really understand the valuation investors have put on it. the chat bots haven’t touched search yet. Perhaps they will transition into shopping chat bots, but no one has an advantage over GOOG in that sector currently anyways. Google.com is the goat of shopping search for now, with only ideas mentioned as competitors.

Ives Robbins

12-02

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Alphabet will surely appeal the decision due next August stringing the final decision out 3-4 years. By that time Alphabets valuation will be at minimum 50% greater and perhaps double as All three segments of Search, YouTube and Cloud continue to grow. Looking for another very strong Q4 when results are reported in January

Ives Robbins

11-08

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'm a big holder of GOOGL and I don't really understand the valuation investors have put on it. They do have a bit of fat to be trimmed (they should have done it when it was all the rage like $Meta Platforms, Inc.(META)$ and $Salesforce.com(CRM)$ ) but mostly they are a well managed company with great cash flow. As far as the DOJ issues , the company would probably be more valuable broken up so I don't see why that is a hit on it's stock price.

Ives Robbins

12-18

$Meta Platforms, Inc.(META)$ I have always been bullish on Meta and have been recomending it to be a Buy on every dip.It has risen 85% this year and I feel it has the potential to rise another 25% next year from these high levels of $620 for a eventual target of $1000 within the next 2 or 3 years. Meta is a great company with solid fundamentals. I have always been bullish on Meta and have been recomending it to be a Buy on every dip.

Ives Robbins

12-11

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google’s new quantum chip, Willow, solves complex problems in 5 minutes—a task that would take classical computers longer than the universe’s age. This breakthrough addresses a 30-year challenge in quantum computing. As quantum advancements accelerate, how will competitors like $IBM(IBM)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ respond?But seriously, while the valuation might make some folks nervous, Alphabet's moat is wider than the Pacific. When you're crushing 95%+ of companies in profitability metrics, you're doing s

Ives Robbins

12-06

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Big believer in Alphabet despite all of the regulatory issues.This revenue behemoth continues to grow revenue at 12-15% despite generating 320 billion.Earnings approaching 100 billion and Cloud and YouTube approaching 100 billion lending to more diversification from search & advertising in the future.Cash position along with continued 70 billion annual buybacks and a newly inserted divided just add more credence.Valuation is comparatively low leading to upward movement of the stock beyond $200

Ives Robbins

11-21

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL has rebounded strongly from its recent lows and is approaching key resistance levels with sustained bullish momentum. GOOGL’s recovery suggests strong potential for both quick scalps and longer swing trades. Scalpers should capitalize on short bursts of momentum near $178.00, while swing traders can leverage pullbacks to $172.00 for a longer-term play. As always, manage your risk and adhere to your plan.

Ives Robbins

11-18

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG and $Amazon.com(AMZN)$ are likely to gain market share from $Microsoft(MSFT)$ .Amazon is focused on what it needs to do to maintain its role as the leader including the introduction of its own AI Chips to reduce the heavy Nvidia tax.Moreover, Google has generally won every head on market share challenge wherein its product has faced off against MSFT:1. The Google browser.2. Google Email.3. The search engine.4. An operating system for cell phones.It is highly likely that the battle for market share in data centers accessed through the cloud will also be a

Ives Robbins

11-26

The uncertainty is opportunity to buy up GOOG at cheaper prices！

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ The judge overseeing this case isn't expected to issue a ruling until late summer of 2026. Investors are looking at another 20 months of uncertainty until that ruling is announced, which means 20 months of having a share price that probably trails the other Mag 7 stocks.If you're accumulating shares over the next 2 years, then this uncertainty is your opportunity to buy up shares at cheaper prices. If you're holding on to an already large position, then accept that the next 2 years is probably going to be a disappointing time for the stock performance.But the silver lining is that during this time period the underlying businesses that make up A

The uncertainty is opportunity to buy up GOOG at cheaper prices！

Ives Robbins

11-05

$Meta Platforms, Inc.(META)$ Meta investors who trust Mark Zuckerberg have been rewarded as the stock outperformed the market significantly over the past year. I surely missed the train on this one. Meta has been investing in reality labs 10 years at least. They just showcased Orion, and you want them to stop now? Literally zero chance in hell Zuck does this People who say it's not worth it aren't paying attention. Meta might be at the forefront (they literally changed their name), but make no mistake $Apple(AAPL)$ $Microsoft(MSFT)$ Google are all in the AR space. Nothing has more potential to become the next iPhone than AR glasses. And

Ives Robbins

12-04

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Sell your Apple to buy Google?AAPL and GOOGL have tracked one another's valuation pretty well over the past 5 years. Except for the second half of 2024 🤔Apple - 40 PE- 2% rev growth- 8% EPS growthGoogle - 23 PE- 15% rev growth- 20% EPS growthClearly one of them has a significantly more favourable growth profile and is priced half as expensive somehow?!

Ives Robbins

11-13

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Driven by bullish momentum in the tech sector, Google’s stock has recently gained as expected. The resistance at $181.61 has presented a key hurdle in recent weeks. However, our primary wave count indicates that this level will be surpassed next during the ongoing magenta wave. This bullish impulse should conclude significantly higher, thereby setting a new all-time high.

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