Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | Fund Letters | Matthew Page | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, cloud, infrastructure, monetization, Platforms, Silicon | Login |
| Dec 3, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI, Alphabet Inc., Cloud computing, Gemini 3, Google Cloud, investment, margin expansion, Revenue Growth, tensor processing units, valuation | Login |
| Nov 8, 2025 | Fund Letters | Alex Umansky | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, buybacks, cloud, Platforms | Login |
| Nov 3, 2025 | Substack | Winter Gems | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | - | Alphabet, digital advertising, Google, NASDAQ, technology | Login |
| Nov 1, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI technology, Alphabet Inc., antitrust case, CapEx guidance, Cloud computing, competitive edge, Gemini app, Google, technology sector, valuation | Login |
| Nov 1, 2025 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | - | Internet Content & Information | Bull | - | AI solutions, Alphabet Inc., backlog growth, CapEx, Cloud computing, enterprise clients, Google Cloud, infrastructure demand, NVIDIA, TPUs | Login |
| Oct 31, 2025 | Fund Letters | Xinyu Ru | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cash flow, cloud, growth, innovation, Margins | Login |
| Oct 31, 2025 | Fund Letters | Xinyu Ru | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cash flow, cloud, growth, innovation, Margins | Login |
| Oct 29, 2025 | Fund Letters | Rayna Lesser Hannaway | GOOGL | Alphabet Inc. | Communication Services | Internet Content & Information | Bull | NASDAQ | advertising, AI, antitrust, cloud, Ecosystem, Freecashflow, network, Search | Login |
| Oct 28, 2025 | Fund Letters | Samer Hakoura | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, backlog, CapEx, cloud, compounding, efficiency, Margins, monetization | Login |
| Oct 28, 2025 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, cloud, growth, monetization, Search, Sum-of-the-Parts, valuation | Login |
| Oct 28, 2025 | Fund Letters | Samer Hakoura | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | antitrust, backlog, CapEx, cloud, compounding, efficiency, Margins, monetization | Login |
| Oct 28, 2025 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, antitrust, cloud, growth, monetization, Search, Sum-of-the-Parts, valuation | Login |
| Oct 22, 2025 | Fund Letters | Stephen Dodson | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, antitrust, cloud, Margins, Regulation, resilience | Login |
| Oct 20, 2025 | Fund Letters | Brian A. Christiansen | GOOGL | Alphabet Inc. | Communication Services | Internet Services | Bull | NASDAQ | advertising, AI, cloud, innovation, monetization, Regulatory, Search | Login |
| Oct 19, 2025 | Fund Letters | Michael J . Scanlon | GOOGL US | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, diversification, growth, Margins, valuation | Login |
| Oct 17, 2025 | Fund Letters | Mark Boyar | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Dominance, growth, Search, technology | Login |
| Oct 15, 2025 | Fund Letters | Maya Bittar | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cash flow, cloud, Margins, Regulation, Search, YouTube | Login |
| Oct 14, 2025 | Fund Letters | David A. Rolfe | GOOGL US | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cashflow, cloud, growth, infrastructure, Search, technology | Login |
| Oct 14, 2025 | Fund Letters | C.T. Fitzpatrick | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cash flow, cloud, Digital ads, growth, Regulation | Login |
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