Cherryrock Capital: Redefining Venture Capital
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Identifying Market Gaps: Cherryrock Capital, founded by former TaskRabbit CEO Stacy Brown-Philpot, focuses on providing funding to overlooked entrepreneurs, addressing a persistent gap in the venture capital market for smaller Series A and B rounds, which is expected to drive the growth of more innovative companies.
- Unique Investment Strategy: The fund aims to invest in 12 to 15 companies, adopting a concentrated investment approach that contrasts sharply with seed funds that typically make numerous bets, allowing for deeper support of each entrepreneur.
- Diverse Investor Background: Cherryrock's investors include major financial institutions like JPMorgan and Bank of America, and despite challenges from the political environment, Brown-Philpot remains focused on funding diverse founding teams to ensure investment returns.
- Compliance and Transparency: California's new diversity reporting law requires VC firms to report demographic data on their portfolio companies' founding teams, and Cherryrock is already prepared to track and prioritize investments in diverse founders, enhancing its market competitiveness while meeting compliance requirements.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
Current: 309.370
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Competitive Pressure from Gemini 3: Google's Gemini 3 LLM update launched in November significantly enhanced its AI capabilities, attracting a surge of paid subscribers, leading investors to worry that Claude Cowork might further poach these users, increasing market uncertainty.
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See More
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- Stock Price Decline: Alphabet's shares fell over 6% following the launch of Claude Cowork, which, while not directly impacting Google's core business, raised concerns about competition with Google's Gemini 3 AI tool, leading to negative investor sentiment.
- Investor Activity: Notable investor Cathie Wood took advantage of the dip by purchasing $21.6 million in Alphabet shares through her Ark Invest funds on February 5, indicating confidence in the company's future potential despite current market challenges.
- Industry Impact: The rollout of Claude Cowork negatively affected several business software companies, with Salesforce, Intuit, and Atlassian experiencing stock declines of 27.9%, 33%, and 41.6%, respectively, reflecting market fears that AI tools could replace traditional SaaS platforms.
- Competitive Pressure: Despite Google's advancements with Gemini 3 in the AI space, investors remain concerned that Claude Cowork could lure away paid subscribers from Gemini, potentially undermining Google's competitive position in the AI market.
See More
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- Data Center Investment Driving Growth: Major tech companies like Alphabet, Meta, and Amazon plan to increase capital expenditures to nearly $500 billion in 2023, primarily for AI data center construction, which will directly boost Nvidia's processor sales and solidify its 81% market share.
- Revenue and Earnings Projections Surge: Analysts estimate that by 2029, Nvidia's annual revenue will reach $468 billion and earnings will hit $246 billion, representing over threefold growth from fiscal year 2025, indicating strong long-term growth potential.
- Potential Stock Volatility: Despite Nvidia's stock soaring 791% over the past three years, concerns about an AI bubble may lead to volatility, prompting investors to temper expectations, especially amid recent pullbacks in tech stocks.
- Potential to Outpace the Market: With ongoing investments in AI data center infrastructure, Nvidia's commanding lead in AI processors positions it well to potentially outperform the S&P 500 over the next three years, showcasing robust market competitiveness.
See More
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- Data Center Investment Driving Growth: In 2023, tech giants like Alphabet, Meta, and Amazon are expected to collectively invest nearly $500 billion in AI-related capital expenditures, bolstering Nvidia's 81% market share in data center processors, with projected annual revenue of $468 billion and earnings of $246 billion by 2029, representing over threefold growth from fiscal year 2025.
- Stock Volatility and Growth Potential: While Nvidia's stock may experience volatility as some investors express concerns over an AI bubble, the ongoing increase in AI data center infrastructure spending and Nvidia's dominant position in AI processors suggest that its share price could outperform the S&P 500 over the next three years.
- Cautious Investor Sentiment: Given the recent pullback in tech and AI stocks, investors should temper their expectations for Nvidia, although the overall market enthusiasm for AI investments remains high, providing Nvidia with opportunities for substantial returns.
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