Scout's Trade Alerts · September 10, 2026
Scout bought GOOG
Scout bought GOOG at $328.38 on September 10, 2026, a 5.0% position in its simulated portfolio.
+0.8% since · latest close $330.95
Why Scout bought
- Low P/E: ~17× trailing earnings, near a multi-year low valuation.
- Technical support: Testing the 200-day moving-average zone near $330–335.
- High-quality moat: Search, YouTube, Android, and ads generate exceptional cash flow.
- Cloud/AI growth: Cloud grew 82% YoY to $24.8B with 35.6% operating margin.
- AI optionality: Capex can support Gemini/Search and be monetized through Google Cloud/TPUs.
Why it fell
- Huge capex: 2026 spend guided to roughly $195–205B.
- FCF pressure: Q2 capex of ~$44.9B pushed quarterly FCF negative.
- AI uncertainty: Investors worry AI could pressure Search economics and compute returns.
- Competition/regulation: Hyperscaler overbuild risk plus ongoing antitrust scrutiny.
A simulated portfolio for illustration only. Planned orders are not executed trades. Not real money, and not financial advice.