Long-Term Holding Strategy for Alphabet and Green Brick Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy GOOGL?
Source: NASDAQ.COM
- Investment Advice: The Motley Fool analyst team has not included Alphabet in their list of the 10 best stocks, indicating that the company's attractiveness may be lacking in the current market environment, prompting investors to carefully assess its long-term potential.
- Historical Returns: In the past, Netflix and Nvidia achieved returns of 409,108% and 1,145,980% respectively after being recommended, highlighting the importance of selecting the right stocks and encouraging investors to focus on potential high-return opportunities.
- Market Performance: Stock Advisor boasts an average return of 886%, significantly outperforming the S&P 500's 193%, demonstrating the platform's effectiveness in identifying high-growth stocks, making it worthwhile for investors to consider joining for more investment insights.
- Personal Investment: Jason Hall holds shares in Green Brick Partners, reflecting his confidence in the company, while also showcasing Motley Fool's recommendations for both Alphabet and Green Brick, providing a reference for investors regarding their investment strategies.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOGL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 309.000
Low
305.00
Averages
374.25
High
400.00
Current: 309.000
Low
305.00
Averages
374.25
High
400.00
About GOOGL
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.
AI Competition Intensifies as ChatGPT Faces Challenges
- User Growth Comparison: Google's Gemini app has reached 750 million monthly active users, increasing by 100 million from the previous quarter, closely approaching ChatGPT's estimated 800 million users, indicating a significant threat to ChatGPT's market share.
- Revenue Driver: Although Google does not directly attribute revenue to Gemini, its strong growth in cloud and services units suggests that Gemini is a key contributor to the company's overall performance, with annual revenue surpassing $400 billion for the first time in 2025, marking a 15% year-over-year increase.
- Competitive Landscape: OpenAI faces fierce competition from major tech players like Google, as Gemini's rapid rise could erode ChatGPT's market share, forcing OpenAI to increase its infrastructure investments to maintain competitiveness.
- Funding Needs: To address competition and infrastructure commitments, OpenAI is reportedly close to completing a funding round of up to $100 billion, highlighting the financial pressures it faces in sustaining innovation and market expansion.
See More
UK Government Pushes for Internet Regulation
- Expanded Regulatory Powers: UK Prime Minister Keir Starmer announced that the government will seek broader authority to regulate internet access, allowing for policy reviews within months instead of years, thereby accelerating the response to emerging digital risks.
- Social Media Ban Review: The government is considering a ban on social media access for children under 16, similar to Australia's policy, with Spain, Greece, and Slovenia also evaluating similar proposals, highlighting a global focus on online safety for children.
- AI and Age Verification: The UK government plans to widen laws banning the creation of sexualized images without consent to include more AI chatbots, reflecting concerns over ethical and legal challenges posed by new technologies in the digital landscape.
- International Cooperation and Security: U.S. Secretary of State Marco Rubio reaffirmed America's commitment to the transatlantic alliance at the Munich Security Conference, warning that Europe must take greater responsibility for its security, underscoring the urgency of international cooperation in security matters.
See More
Alphabet: The Top Stock for AI Investment
- AI Strategic Advantage: Alphabet possesses a leading generative AI model, Gemini, which is becoming increasingly utilized, showcasing its strong capabilities in technological innovation and expected to further solidify its market position.
- Cloud Computing Growth: Google Cloud's revenue surged 48% year-over-year in Q4, significantly outpacing last year's 30% and the previous quarter's 34%, indicating that the cloud business is rapidly becoming a crucial revenue source for Alphabet, enhancing its financial stability.
- Cost Efficiency Improvement: Although Alphabet is currently investing heavily in data centers, future operational costs will primarily focus on replacing outdated hardware, which will significantly boost the profit margins of this business unit, driving long-term profitability.
- Core Business Support: Even without relying on AI's success, Alphabet's core Google Search business continues to grow at a rate of 17%, demonstrating its strong cash flow capabilities, which can support AI investments and provide a buffer during market fluctuations.
See More
AI Summit in India Attracts Tech Giants
- Market Validation: The AI Impact Summit in India has attracted CEOs from tech giants like Nvidia, OpenAI, and Alphabet, highlighting the global business community's recognition of India's market potential, which is expected to drive future investments and collaborations.
- Infrastructure Investment: With rising demand for AI data centers, significant infrastructure investment deals are anticipated, further solidifying India's position as a global hub for AI technology.
- Talent Attraction: India is regarded as an 'AI talent factory,' with over 60% of Global Capability Centers focusing on AI and data development, and 80% of new centers projected to be AI-led in the next six to eight months, indicating a strong demand for tech talent.
- Executive Position Growth: An increasing number of firms are establishing senior leadership roles, such as 'Chief AI Officer,' in India, reflecting a reliance on local talent and a focus on the AI sector, which enhances competitiveness in the global market.
See More
OpenAI Acquires OpenClaw Founder to Enhance AI Offerings
- Talent Acquisition: OpenAI CEO Sam Altman announced that OpenClaw's founder Peter Steinberger is joining the company to drive the next generation of personal agents, which is expected to quickly become core to OpenAI's product offerings.
- Market Competition: OpenAI, valued at $500 billion, faces intense competition from Google and Anthropic, with the latter's Claude model gaining traction in enterprises, particularly in coding and task sustainability.
- Product Expansion: OpenClaw has rapidly spread in China, capable of pairing with local language model DeepSeek and configured to work with Chinese messaging apps, which is expected to enhance OpenAI's influence in the Chinese market.
- Security Concerns: While OpenClaw's openness attracts users, it raises concerns among researchers about potential cyber threats, especially given users' ability to tweak its functionalities freely, which could lead to security risks.
See More
Harvard Management Co. Establishes New Position in Ethereum ETF
- New Position Established: Harvard Management Co. has established a new position in the iShares Ethereum Trust ETF by acquiring 3,870,900 shares, with an estimated transaction value of $86.82 million, indicating a sustained interest in the digital asset market.
- Asset Allocation Proportion: This investment represents 4.18% of Harvard Management's reportable U.S. equity assets as of December 31, 2025, highlighting its significance within a diversified investment portfolio.
- ETF Performance Analysis: As of February 14, 2026, the Ethereum ETF's share price stands at $15.44, reflecting a 23.90% decline over the past year, underperforming the S&P 500 by approximately 35%, which indicates market caution towards this asset.
- Long-term Investment Strategy: Harvard's investment portfolio includes 19 positions with total reportable assets of $2.08 billion, demonstrating a strategic focus on diversification and long-term growth potential.
See More
AI Competition Intensifies as ChatGPT Faces Challenges
- User Growth Comparison: Google's Gemini app has reached 750 million monthly active users, increasing by 100 million from the previous quarter, closely approaching ChatGPT's estimated 800 million users, indicating a significant threat to ChatGPT's market share.
- Revenue Driver: Although Google does not directly attribute revenue to Gemini, its strong growth in cloud and services units suggests that Gemini is a key contributor to the company's overall performance, with annual revenue surpassing $400 billion for the first time in 2025, marking a 15% year-over-year increase.
- Competitive Landscape: OpenAI faces fierce competition from major tech players like Google, as Gemini's rapid rise could erode ChatGPT's market share, forcing OpenAI to increase its infrastructure investments to maintain competitiveness.
- Funding Needs: To address competition and infrastructure commitments, OpenAI is reportedly close to completing a funding round of up to $100 billion, highlighting the financial pressures it faces in sustaining innovation and market expansion.
See More
UK Government Pushes for Internet Regulation
- Expanded Regulatory Powers: UK Prime Minister Keir Starmer announced that the government will seek broader authority to regulate internet access, allowing for policy reviews within months instead of years, thereby accelerating the response to emerging digital risks.
- Social Media Ban Review: The government is considering a ban on social media access for children under 16, similar to Australia's policy, with Spain, Greece, and Slovenia also evaluating similar proposals, highlighting a global focus on online safety for children.
- AI and Age Verification: The UK government plans to widen laws banning the creation of sexualized images without consent to include more AI chatbots, reflecting concerns over ethical and legal challenges posed by new technologies in the digital landscape.
- International Cooperation and Security: U.S. Secretary of State Marco Rubio reaffirmed America's commitment to the transatlantic alliance at the Munich Security Conference, warning that Europe must take greater responsibility for its security, underscoring the urgency of international cooperation in security matters.
See More
Alphabet: The Top Stock for AI Investment
- AI Strategic Advantage: Alphabet possesses a leading generative AI model, Gemini, which is becoming increasingly utilized, showcasing its strong capabilities in technological innovation and expected to further solidify its market position.
- Cloud Computing Growth: Google Cloud's revenue surged 48% year-over-year in Q4, significantly outpacing last year's 30% and the previous quarter's 34%, indicating that the cloud business is rapidly becoming a crucial revenue source for Alphabet, enhancing its financial stability.
- Cost Efficiency Improvement: Although Alphabet is currently investing heavily in data centers, future operational costs will primarily focus on replacing outdated hardware, which will significantly boost the profit margins of this business unit, driving long-term profitability.
- Core Business Support: Even without relying on AI's success, Alphabet's core Google Search business continues to grow at a rate of 17%, demonstrating its strong cash flow capabilities, which can support AI investments and provide a buffer during market fluctuations.
See More
AI Summit in India Attracts Tech Giants
- Market Validation: The AI Impact Summit in India has attracted CEOs from tech giants like Nvidia, OpenAI, and Alphabet, highlighting the global business community's recognition of India's market potential, which is expected to drive future investments and collaborations.
- Infrastructure Investment: With rising demand for AI data centers, significant infrastructure investment deals are anticipated, further solidifying India's position as a global hub for AI technology.
- Talent Attraction: India is regarded as an 'AI talent factory,' with over 60% of Global Capability Centers focusing on AI and data development, and 80% of new centers projected to be AI-led in the next six to eight months, indicating a strong demand for tech talent.
- Executive Position Growth: An increasing number of firms are establishing senior leadership roles, such as 'Chief AI Officer,' in India, reflecting a reliance on local talent and a focus on the AI sector, which enhances competitiveness in the global market.
See More
OpenAI Acquires OpenClaw Founder to Enhance AI Offerings
- Talent Acquisition: OpenAI CEO Sam Altman announced that OpenClaw's founder Peter Steinberger is joining the company to drive the next generation of personal agents, which is expected to quickly become core to OpenAI's product offerings.
- Market Competition: OpenAI, valued at $500 billion, faces intense competition from Google and Anthropic, with the latter's Claude model gaining traction in enterprises, particularly in coding and task sustainability.
- Product Expansion: OpenClaw has rapidly spread in China, capable of pairing with local language model DeepSeek and configured to work with Chinese messaging apps, which is expected to enhance OpenAI's influence in the Chinese market.
- Security Concerns: While OpenClaw's openness attracts users, it raises concerns among researchers about potential cyber threats, especially given users' ability to tweak its functionalities freely, which could lead to security risks.
See More
Harvard Management Co. Establishes New Position in Ethereum ETF
- New Position Established: Harvard Management Co. has established a new position in the iShares Ethereum Trust ETF by acquiring 3,870,900 shares, with an estimated transaction value of $86.82 million, indicating a sustained interest in the digital asset market.
- Asset Allocation Proportion: This investment represents 4.18% of Harvard Management's reportable U.S. equity assets as of December 31, 2025, highlighting its significance within a diversified investment portfolio.
- ETF Performance Analysis: As of February 14, 2026, the Ethereum ETF's share price stands at $15.44, reflecting a 23.90% decline over the past year, underperforming the S&P 500 by approximately 35%, which indicates market caution towards this asset.
- Long-term Investment Strategy: Harvard's investment portfolio includes 19 positions with total reportable assets of $2.08 billion, demonstrating a strategic focus on diversification and long-term growth potential.
See More
