Tom Nash on Alphabet (GOOGL): the quotes, dated.
7 dated quotes about Alphabet stock (GOOGL), selected from 71 of the 72 Tom Nash 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. Covers Tom Nash’s videos through .
- GOOGL close, 2026-10-23
- $320.21
- Price since the first forecast, Feb 18, 2026
- +5.6%
- S&P 500 (SPY), same period
- +10.7%
- vs the S&P 500
- -5.1 pp
- Latest stance, Oct 19, 2026
- Named as a pick
- Mentions found
- 112 in 22 of 71 videos
The short version
In February 2026 Tom Nash said they had moved from bear to "hyper bull" on Google because of its TPUs. They gave five-year targets of $420 in a bear case and $1,400 in a bull case. In March 2026 they put Google third on a vertical-integration list, said it would be "massive," and pointed to a forward P/E of 19 against an average of 23.3. In June 2026 they said Google was still not expensive at 10 times sales and 25 times forward earnings. In July 2026 they presented Google's falling price as an opportunity while the business improved. In October 2026 they listed Google among stocks to buy during a market dip.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Oct 19, 2026
Named as a pick
“And of course, before we're going to reveal the top stock, these are also on the list. Tesla for robotics, you've got Microsoft and Google for cloud, CEG for nuclear energy, Bloom Energy for onsite, and CrowdStrike for cybersecurity. You cannot go wrong with any of these.”
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 4 of 7 quotes · Stock ahead of SPY: 0 of 7
Leaderboard result: In line with the market (6 months, → ). How it is scored
Tom Nash’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.
Price target
If I'm wrong and the bear case materializes, well, Google's a $420 stock, which means you've done 40% in 5 years. Nothing to write home about, but if I'm right about this and th…
Valuation view
Google is trading at 19 versus the average being 23.3. Every single company I just showed you clearly has a deep discount territory and this is exactly what I'm looking for.
Valuation view
I get it. Google spiked. Okay? But look, Google is still not expensive. If you look at Google right now, you can buy it at the same price that we just seen a second ago. 10 time…
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 · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 |
| 2026-10-23 | $320 |
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 · 2025-09-18 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 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 |
| 2026-10-23 | $320 |
What Tom Nash said, when
- 1
— Named as a pick
3:54 “Not my first rodeo with Google. I used to be a bull. I became a bear. 7 months ago, I got on the bull case, but now I'm going hyper bull. Google solved this problem, and that solution is going to blow everybody out of the water.”
In a video about Google, Tom Nash discussed AI's energy and power costs and presented Google's TPUs as the solution.
- 2
— Price target
10:14 “If I'm wrong and the bear case materializes, well, Google's a $420 stock, which means you've done 40% in 5 years. Nothing to write home about, but if I'm right about this and the bull case materializes, we're talking about a $1,400 stock with a 360% increase in the share price over the next 5 years.”
Tom Nash gave bear-case and bull-case target prices for the next five years after noting Google traded at 23 times forward earnings.
- 3
— Named as a pick
15:26 “Number three, Google. Like I said, vertical integration. Google Cloud is now growing at 50% per year because of TPUs. It's vertically integrating, it's bringing down costs. Google is going to be massive.”
Google was third on a list Tom Nash compiled of companies pursuing vertical integration.
- 4
— Valuation view
8:18 “Google is trading at 19 versus the average being 23.3. Every single company I just showed you clearly has a deep discount territory and this is exactly what I'm looking for.”
Tom Nash compared forward P/E ratios on 2027 earnings with historical averages for several large companies.
- 5
— Valuation view
8:09 “I get it. Google spiked. Okay? But look, Google is still not expensive. If you look at Google right now, you can buy it at the same price that we just seen a second ago. 10 times sales, 25 forward PE.”
Tom Nash compared Google's valuation with the upcoming SpaceX IPO, noting Google was up 200% over five years.
- 6
— Buying the dip
11:15 “So, Google is actually getting better and better while the price is actually dropping. We're talking Q2 revenue of 120 billion for PE of 24 and it's being punished for spending a lot of money on building infrastructure and buying land which is literally what it's supposed to do.”
In a video titled about buying three dipped stocks, Tom Nash noted Google was down 22% from its 52-week high while net income and margins had grown.
- 7
— Named as a pick
17:00 “And of course, before we're going to reveal the top stock, these are also on the list. Tesla for robotics, you've got Microsoft and Google for cloud, CEG for nuclear energy, Bloom Energy for onsite, and CrowdStrike for cybersecurity. You cannot go wrong with any of these.”
Tom Nash listed stocks to buy during a market dip before naming Palantir as the top stock.
Other creators on GOOGL
- Adam KhooValuation view+2.1%
- Joseph CarlsonHold, bullish-5.3%
- Business with BrianRisk acknowledged+23.2%
- Sven CarlinAvoid+33.9%
- Daniel PronkValuation view+33.0%
- Jerry RomineValuation view+12.9%
- Stocks with JoshBuying the dip+27.9%
More from Tom Nash
All 15 companies →- Arista ANETBuying the dip+30.0%
- Nvidia NVDABuying the dip+19.7%
- Palantir PLTRValuation view+49.7%
- AMD AMDMention+153.7%
- Bloom Energy BERisk acknowledged-21.0%
- CrowdStrike CRWDMention+102.3%
How to read this
Quotes are short excerpts from Tom Nash'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 2026-10-23. 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: 71 of 72 videos published since 2025-09-10 covered; 112 Alphabet mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal