Company coverage
Research snapshot 2026-08-31
Research activity
GOOG 57 trade records · 2 option records · 2025-01-06 → 2026-07-23Moat
Wide90%+ global search share, YouTube's 2.5 billion users (800M+ videos), Android's 3 billion devices, Google Cloud at 35.4% YoY growth. Data network effects (more users = better results) and advertiser switching costs create self-reinforcing dominance.…
Physical assets
StrongestOne of the largest private builders of digital infrastructure worldwide: 1.5+ GW of new data-center power under construction, with 2+ GW of capacity expected by late 2026. The Intersect acquisition adds additional capacity. Data centers span multipl…
Software / hardware
Software75%
Hardware25%
Growth. Gemini AI integration across Search, YouTube, and Cloud drives advertiser ROAS while $91B capex builds the world's largest proprietary AI compute infrastructure. Primary assets. Google Search, YouTube (2.5B users), Android (3B devices), Goog…
- manual · sw-hw
Growth. Gemini AI integration across Search, YouTube, and Cloud drives advertiser ROAS while $91B capex builds the world's largest proprietary AI compute infrastructure. Primary assets. Google Search, YouTube (2.5B users), Androi…
- manual · physical-assets
One of the largest private builders of digital infrastructure worldwide: 1.5+ GW of new data-center power under construction, with 2+ GW of capacity expected by late 2026. The Intersect acquisition adds additional capacity. Data…
- manual · moat
90%+ global search share, YouTube's 2.5 billion users (800M+ videos), Android's 3 billion devices, Google Cloud at 35.4% YoY growth. Data network effects (more users = better results) and advertiser switching costs create self-re…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-23 | BUY | Equity | +11% |
| 2026-07-17 | BUY | Equity | +23% |
| 2026-07-17 | BUY | Equity | +23% |
| 2026-07-16 | BUY | Equity | +48% |
| 2026-07-08 | BUY | Equity | +24% |
| 2026-07-08 | BUY | Equity | +14% |
| 2026-07-06 | SELL | CALL option | +3% |
| 2026-06-25 | SELL | Equity | +100% |
| 2026-06-25 | SELL | Equity | +83% |
| 2026-06-02 | BUY | CALL option | +41% |
| 2026-05-11 | BUY | Equity | +3% |
| 2026-04-24 | BUY | Equity | +5% |
| 2026-04-20 | BUY | Equity | +2% |
| 2026-03-26 | BUY | Equity | +33% |
| 2026-02-19 | BUY | Equity | +33% |
| 2026-02-18 | BUY | Equity | +20% |
| 2026-02-13 | BUY | Equity | +16% |
| 2026-02-09 | BUY | Equity | +23% |
| 2026-02-06 | BUY | Equity | +33% |
| 2026-02-06 | BUY | Equity | +33% |
| 2026-01-22 | BUY | Equity | +13% |
| 2026-01-16 | BUY | Equity | +3% |
| 2026-01-07 | BUY | Equity | +5% |
| 2025-12-31 | BUY | Equity | +3% |
Notes
Full portfolio moat / asset analysis
90%+ global search share, YouTube's 2.5 billion users (800M+ videos), Android's 3 billion devices, Google Cloud at 35.4% YoY growth. Data network effects (more users = better results) and advertiser switching costs create self-reinforcing dominance. $98.5B cash, $73.6B TTM free cash flow, $91.4B capex in 2025. Proprietary AI infrastructure (TPUs v6, DeepMin…
Full portfolio moat / asset analysis
One of the largest private builders of digital infrastructure worldwide: 1.5+ GW of new data-center power under construction, with 2+ GW of capacity expected by late 2026. The Intersect acquisition adds additional capacity. Data centers span multiple continents — the largest private AI compute footprint in the world.
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