The Story
News Summary
- Insiders Fund's Q2 2026 letter reveals reduced conviction in Alphabet due to $80B stock offering funding capex-heavy data center expansion, shifting from cash-generative to capital-intensive model.
- Fund underperformed S&P 500, may trim Alphabet position despite strong AI/cloud business.
Explore GOOGL price history & advisor snapshot
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Stored market data
GOOGL price history
348.13
+7.91% over the displayed period
Advisor Snapshot
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