Billionaire Richard Chilton’s 10 Stock Picks with Huge Upside Potential

6. Alphabet Inc. (NASDAQ:GOOGL)

Chilton Investment Company’s stake: $34,441,242

Upside Potential: 25.24%

Number of Hedge Fund Holders: 234

Alphabet Inc. (NASDAQ:GOOGL) the parent company of Google, organizes its operations into Google Services, Google Cloud, and Other Bets, with AI research centralized at the Alphabet level. Its mission remains to make information universally accessible and useful, now expanded to helping people get things done. With over $150 billion invested in R&D over five years, Alphabet enhances user experiences through products like Search, YouTube, and Google Cloud. Its Gemini AI model, now in version 2.0, powers major services and advances scientific breakthroughs like AlphaFold.

Alphabet Inc. (NASDAQ:GOOGL) delivered a strong quarter when it reported earnings for FQ1 2025, led by major AI advancements, with total revenue growing 12% year-over year. The launch of Gemini 2.5, its most advanced model, significantly boosted performance across Google products, now integrated into all 15 platforms with over 500 million users. AI tools like Gemini Pro, Flash, and open-source Gemma models (downloaded over 140 million times) drove developer growth, with AI Studio usage up 200%.

Google Cloud expanded 28% year-over-year to $12.3 billion in Q1 ’25 with new AI infrastructure and tools for enterprises, including the Agent Development Kit and Vertex AI. YouTube marked its 20th anniversary, with 1 billion monthly podcast users and 125 million Music and Premium subscribers. Waymo’s paid rides grew 5x year-over-year. Alphabet Inc. (NASDAQ:GOOGL) also announced plans to acquire cloud security platform Wiz, strengthening its multi-cloud cybersecurity offerings.