Billionaire Bill Ackman Adds To His Google Stock Position

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빌 애크먼의 펀드(퍼싱스퀘어)가 알파벳(구글) 주식을 약 10억 달러어치 추가 매수했다는 소식을 중심으로, AI 테마 랠리와 구글의 AI 대응을 분석한 영상이다. [배경] 애크먼 펀드의 알파벳 추가 매수(A주 220만주, C주 810만주, 약 1,000만주, 약 10억 달러)가 보도되었고, 억만장자들이 AI 테마주에 몰리는 흐름이 언급된다. 대부분은 구글보다 마이크로소프트 등 AI 관련주에 투자하고 있다고 진행자는 봤다. [구글 AI 대응] 구글 개발자 콘퍼런스에서 AI 제품 발표 후 시가총액이 1,310억 달러 늘었고, 알파벳 A주는 올해 30% 상승했다. 2월 챗GPT 경쟁작 Bard 시연은 실패로 주가가 하락했다가 이후 반등했다. Bard는 실시간 인터넷 정보를 쓰는 점이 강점으로 소개된다. [검색 점유율] 진행자는 Search Engine Land 기사를 근거로 MS 새 Bing이 시장점유율을 거의 얻지 못했다고 주장한다. 전 세계 데스크톱 검색 점유율은 구글 87%, MS 7%이며, MS 점유율은 2022년 9.9%에서 하락했다. 전체 기기 기준 Bing은 2.79%, 구글은 92.6%다. [차트 전망] 구글 주가는 2월 시연 실패 직후 91.5달러의 강한 매수 구간이었고, 주가매출비율(P/S)이 5년 저점 수준이었다. 현재 122달러이며, 추가로 몇 달러 더 오를 수 있고 다음 목표는 128달러(약 5달러 상승)로 제시된다. 주요 지지선이 저항선으로 전환될 수 있다는 기술적 분석도 함께 언급된다. [리스크] 영상에서 구체적인 하락 조건이나 리스크 요인은 명시되지 않았다. 앞선 소폭 조정(4월)과 급등 후 모멘텀 과열 가능성이 상대적 리스크로 해석될 수 있다. [출연자 전망] 진행자는 구글 주가가 단기적으로 128달러까지 추가 상승할 것으로 본다. 단, 구체적 기간은 제시되지 않았다.

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01. this article was coming from Yahoo finance DNA Bill Ackman hedge fund unveils a new alphabet stake worth over 1 billion and a nod to the company's AI push you can see all these billionaires jumping into the AI stocks and it's what has been rallying the broader markets this year all right so being an investor Bill ackerman's hedge fund reveal this newly bought Apple shares worth 1 billion um that's equivalent to an additional 10 million dollars or 10 million shares I bought two different um um class shares 2.2 million Class A 8.1 million Class C uh the bit bet on alphabet comes as the giant joins 2023s AI boom triggered by the the debut of Apple's AI chat gbt so what are the billionaires buying um you don't hear Too Many buying Google um you hear many buying a video uh Microsoft and other adjacent and derivatives off of the AI theme um just last week alphabet made several AI announcements as a developer conference that helped add 131 billion to the company's market value alphabet Class A Shares are up 30 so far this year so this is important to note when we go to the charts now um earlier this year Google unveiled their chat gbt rivalry Bard it it was a debacle the stock sold off um it was selling at a cheaper level um price level and then stock search and then on this news um you know price is just taking off all right so let's hear what uh alphabet CEO um pachai said at the conference uh with generative AI we are taking the next steps with a bold and uh responsible approach we are reimagining all our core products including search now um you can use um Bard on the internet which is very different from I guess the older versions of chat gbt which is only looks at data going back as far as 2001.

02. there are plugins that you can use but um Google's uh chat gbt rival uses real-time information from the internet today it's actually pretty cool gives you several different versions of What the search finds Etc et cetera all right now what this is the most important um thing that I found the proof is always in the pudding right so all you hear is about chat GPT you don't really hear about Google bard right but I found this article this is uh coming from search engine land this is very revealing despite having gotten the jump on Google when it launched the new Bing featuring its own generative search engine uh search experience fueled by chat GP uh gpt4 data shows Microsoft has failed to gain market share it was encouraged to see Bing making some small gains but we later learned the new being attracted New Edge users who then use Google search and now that Google has unveiled its search the generative experience thing has lost its first mover advantage and seems we we won't see a true search competitor anytime soon all right now if you look at the desktop search engine market share worldwide this is Google at 87 and this is Microsoft at seven percent but it gets even deeper than that things market share peaked last year in 2022 at 9.9 percent and the 7.1 figure is actually lower than April's 2022 at 8 percent all right this is just showing that um it took uh bing eight years in terms of the desktop market share to go from four point five percent to seven percent all right here's something else that's pretty interesting the picture gets even Bleaker for Microsoft Bing when you look at the search engine market share worldwide of course all devices uh while Bing is just at 2.79 Google is at 92.6 percent all right so I think that's really revealing um when we go to the chart of Google we're going to go right to the daily chart and uh uh like I said this is was the time when this is February when Google uh unveiled their bar demonstration that was a debacle price fell uh this was a screaming buy at 91.50 as the uh price to sales ratio was at a like a five-year low we did have some consolidation uh in April and uh this was on the conference call um price gapped higher into the daily sellers at 15 115 and but the momentum was too great price continues to move higher it's now at 122.

03. uh if we scroll back to the uh weekly chart you have support which should serve as resistance so um there's no reason why price can't move another couple of dollars higher before a pause um I like round hole numbers so although I would say no we just keep it at 128. you know that's your next Target that's about um five dollars higher um so yeah very interesting that um we've we finally see at least one uh billionaire um announcing that they're getting into Google and I'm sure others have as well just hasn't been uh public information thanks for watching subscribe please like the video