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Alphabet Inc. (GOOGL): Bill Ackman Likes This Technology Powerhouse

We just covered the 10 Best Long-Term Stocks to Buy According to Bill Ackman and Alphabet Inc. (NASDAQ:GOOGL) ranks 4th on this list.

Alphabet Inc. (NASDAQ:GOOGL) has been a mainstay in the 13F portfolio of Pershing Square since the first quarter of 2023. Back then, this position comprised just over 8 million shares. In the second quarter of 2023, the fund added to this position, growing it by more than 16% to just under 10 million shares. The holding stayed relatively stable for a few quarters before the fund trimmed the stake, reducing it by close to 20% to 7.5 million shares in the second quarter of 2024. In the first quarter of 2025, this was reduced by another 16%, bringing share ownership down to around 6.3 million shares. Filings for the fourth quarter of 2025 show that the fund owned 6.1 million shares in the firm.

READ ALSO10 Best Stocks to Buy According to Billionaire Rob Citrone.

Google

Alphabet Inc. (NASDAQ:GOOGL) is grabbing headlines after investing heavily in AI chips to bypass reliance on NVIDIA. Earlier this month, Google Cloud unveiled TPU v8, split into training 8t and inference 8i chips. This custom silicon allows Google to run AI models at a significantly lower cost than competitors relying solely on third-party GPUs, a move BMO Capital recently called a structural margin advantage. The Cloud segment of the firm is also in the middle of blockbuster deals with Thinking Machines Lab and a potential $1 billion partnership with Merck. Analysts expect Google Cloud growth to exceed 50% year-over-year in Q1 2026, driven by the new Gemini Agent platform which allows enterprises to build autonomous AI workers.

While we acknowledge the risk and potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GOOGL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXTIsrael Englander Stock Portfolio: Top 10 Stock Picks and Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Stock Picks with Huge Upside Potential.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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