Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 25, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull Nasdaq Stock MarketAI, Alphabet Inc., Cloud computing, digital advertising, Google, innovation, portfolio stake, regulatory challenges, technology sector
Mar 21, 2026SubstackRijnberk Invest InsightsGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock Marketadvertising revenue, AI integration, Alphabet Inc., Anthropic, Google Cloud, Google Search, SpaceX, technology conglomerate, Waymo, YouTube
Feb 11, 2026Fund LettersFreddie LaitGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Data, Moat, Search
Feb 11, 2026Fund LettersAlex UmanskyGOOGL Alphabet Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Autonomous, backlog, cloud, Gemini, monetization, platform, Search
Feb 8, 2026Fund LettersZach C TurnerGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cashflow, cloud, monetization
Feb 6, 2026SubstackMonopolistic InvestorGOOGL Google TechnologyInternet Content & Information Neutral NASDAQ Stock MarketAdsense, AI investment, balance sheet, Google, Hold rating, NabzdykRatings, network effect, operational efficiency, Search & Advertising, switching costs
Jan 30, 2026Fund LettersAlexGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Optionality, Platforms, semiconductors
Jan 29, 2026Fund LettersWally WeitzGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, scale, Search
Jan 26, 2026Fund LettersBrad SlingerlendGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Platforms, Search
Jan 26, 2026Fund LettersTony ConiarisGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Search, Sum-of-the-Parts
Jan 26, 2026Fund LettersScott LaBrecheGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bear NASDAQadvertising, AI, cloud, profitability, Search
Jan 22, 2026Fund LettersTyler HardtGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bear NASDAQAI, cloud, Discipline, Search, valuation
Jan 22, 2026Fund LettersFrank M. SandsGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, inference, monetization, scale, Search
Jan 22, 2026Fund LettersEmerson BluhmGOOGL Alphabet Inc. Interactive Media & ServicesDigital Advertising Bull NASDAQAi Assistants, Digital ads, Optionality, Platform Ecosystem, Search Intent
Jan 22, 2026Fund LettersBrian A. ChristiansenGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, monetization, Search
Jan 21, 2026Fund LettersRahul NarangGOOGL Alphabet Inc. Information TechnologyInteractive Media & Services Bull NASDAQadvertising, AI, cloud, monetization, Search
Jan 15, 2026Fund LettersAnkur CrawfordGOOGL Alphabet Inc. Class A Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, infrastructure, scale
Jan 12, 2026Fund LettersNick GriffinGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Monetisation, Optionality, Search, semiconductors
Jan 5, 2026Fund LettersErin GreenfieldGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, monetization, Platforms, Search
Dec 31, 2025Fund LettersBen PrestonGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Moats, Optionality, Search, semiconductors

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