Business with Brian on Alphabet (GOOGL): the quotes, dated.
7 dated quotes about Alphabet stock (GOOGL), selected from all 55 Business with Brian videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with GOOGL’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- GOOGL close, 2026-10-19
- $344.18
- Price since the first forecast, Oct 24, 2025
- +32.4%
- S&P 500 (SPY), same period
- +13.2%
- vs the S&P 500
- +19.2 pp
- Latest stance, Sep 20, 2026
- Risk acknowledged
- Mentions found
- 118 in 37 of 55 videos
The short version
In September 2025 Business with Brian called Alphabet possibly one of the most undervalued mega cap growth stocks. In October 2025 they highlighted spinout Sandbox AQ as Google's quantum commercialization vehicle. In December 2025 they listed Google among holdings making up about 27% of their portfolio. In April 2026 they allotted $20 of a sample basket to Alphabet, calling it probably one of the safest names. In July 2026 they called it the cheapest, most beaten down megacap. In September 2026 they cautioned that lenders charged Google more for its data-center spending, and Amazon, Google and Microsoft were on track to spend roughly their cloud revenue on data centers in 2026.
Summary of the quotes on this page. Updated .
What Business with Brian said last · Sep 20, 2026
Risk acknowledged
“Now there is a headwind going into this and here's what I mean. Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in.”
Bullish call · Price rose
The price rose since the first bullish quote.
GOOGL from to . Price movement, not the creator’s realized return.
Price up since 5 of 7 quotes · Stock ahead of SPY: 3 of 7
Leaderboard result: Beat the market (6 months, → ). Scored from the first close after the video, . How it is scored
Business with Brian’s price target and valuation calls on GOOGL
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
Now, I'll quickly shift over to Alphabet as my next stock, which doesn't usually grab the same AI headlines as Nvidia or Microsoft, but when you look at the numbers, it might be…
Valuation view
And that now brings us to the cheapest and most beaten down of the megas, Alphabet, designing its own chips called TPUs, so it isn't paying the Nvidia tax the rest of the indust…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
GOOGL · daily close, split-adjusted · 2025-08-26 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $213 |
| 2025-09-30 | $243 |
| 2025-10-31 | $281 |
| 2025-11-28 | $320 |
| 2025-12-31 | $313 |
| 2026-01-30 | $338 |
| 2026-02-27 | $312 |
| 2026-03-31 | $288 |
| 2026-04-30 | $385 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-30 | $344 |
| 2026-10-19 | $344 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
GOOGL · daily close, split-adjusted · 2025-08-26 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $213 |
| 2025-09-30 | $243 |
| 2025-10-31 | $281 |
| 2025-11-28 | $320 |
| 2025-12-31 | $313 |
| 2026-01-30 | $338 |
| 2026-02-27 | $312 |
| 2026-03-31 | $288 |
| 2026-04-30 | $385 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-30 | $344 |
| 2026-10-19 | $344 |
What Business with Brian said, when
- 1
— Valuation view
10:20 “Now, I'll quickly shift over to Alphabet as my next stock, which doesn't usually grab the same AI headlines as Nvidia or Microsoft, but when you look at the numbers, it might be one of the most undervalued mega cap growth stock that's in the market right now.”
In a video about stocks he is buying before October, he goes on to say Alphabet trades at about 23 times earnings, below its 5-year median and its peers.
- 2
— Named as a pick
4:43 “But here's Google's real play, Sandbox AQ. It's an Alphabet spinout that just raised 450 million with Google and Nvidia backing it up. Sandbox AQ sells post-quantum security and AI-driven simulation today, turning Google quantum research into immediate revenue. And this is how we're buying both the moonshot and the commercialization vehicle all in one stock.”
In a video on quantum computing stocks, he described Google as the reliability leader in quantum because of its Willow chip, then pointed to Sandbox AQ as its commercialization vehicle.
- 3
— Disclosed holding
10:38 “In terms of overlap, the bulk of my portfolio aligns the most with Pelosi, about 27% through Nvidia, Google, Broadcom, Microsoft, and Crowdstrike.”
He compares his own portfolio with the billionaire portfolios he backtested and says he also overlaps with Buffett and Ackman through Alphabet.
- 4
— Named as a pick
13:15 “Next, I'd put $20 into Alphabet. You get the most used search engine on the planet, you get YouTube, Waymo, Gemini, and a trillion-dollar cash machine trading at a valuation that still looks cheap relative to the rest of big tech. It's probably one of the safest names on this list.”
He is laying out how he would split a sample basket of AI-related stocks.
- 5
— Valuation view
9:21 “And that now brings us to the cheapest and most beaten down of the megas, Alphabet, designing its own chips called TPUs, so it isn't paying the Nvidia tax the rest of the industry already pays.”
This comes from a video titled 'Dips Don't Last – 8 Stocks I'm Buying'. He goes on to describe Alphabet's search, cloud, YouTube and Waymo businesses.
- 6
— Risk acknowledged
12:52 “And in this example, the company happens to be Google, where about half of that increase was the Treasury rates that were going up, but the other half was lenders charging Google more for being Google because it's spending $200 billion a year on the data centers.”
He is explaining how rising interest rates increase what borrowers, including companies, pay on new loans.
- 7
— Risk acknowledged
2:50 “Now there is a headwind going into this and here's what I mean. Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in.”
He is discussing hyperscaler AI infrastructure spending and cloud backlogs.
No quote added since · 4 later videos from Business with Brian · covers videos through
Other creators on GOOGL
- Adam KhooValuation view+9.8%
- Joseph CarlsonHold, bullish+1.8%
- Sven CarlinAvoid+43.9%
- Daniel PronkValuation view+42.9%
- Stocks with JoshBuying the dip+37.4%
More from Business with Brian
Business with Brian has spoken on camera about their own GOOGL position; the latest, : Position. See it in the disclosed holdings →
- Amazon AMZNNamed as a pick+0.0%
- Microsoft MSFTValuation view+5.2%
- Nvidia NVDAValuation view+15.7%
- Micron MUDisclosed buy+98.8%
- Meta METAValuation view+4.8%
How to read this
Quotes are short excerpts from Business with Brian's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is GOOGL's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 55 of 55 videos published since 2025-09-10 covered; 118 Alphabet mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Business with Brian. Request a correction or removal