Google suddenly took off. Can I still buy it?
US Stock Pre-Market: Finally starting to rise, the market outlook remains volatile but with a warming trend.
Hong Kong Stock Market Close: Strong volatility at 25,000 points, remain bullish on Hong Kong stocks!
A-Share Market Close: As mentioned yesterday, a fluctuating market at 9.3, continuing to consolidate before reaching 4,000 points.
What Does Google's Counter-Lawsuit Victory Mean?
First, a little bragging—I recently updated the core stock pool operations in the group, and the recently purchased Trip.com$TRIP.COM-S(09961.HK) and the additional shares of Google$Alphabet - C(GOOG.US) have both surged (actually, CNOOC also rose against the market):
Moreover, if you look back at my previous articles, I’ve mentioned adding Google multiple times. (From 8.18 to 8.29, I repeatedly mentioned Google and Trip.com).
Image Source: Article from 8.18
After the bragging, the question arises: Can Google still be bought now?
Short answer: Yes!
Reasons:
1. Chrome browser is actually very important. There have been rumors that OpenAI and other giants wanted to acquire it. Even Anthropic tried to take a bite. The reason is that in the AI model unification war, browser leadership could provide a significant first-mover advantage.
2. I’ve said it many times—Google is the most comprehensively positioned company in AI. It not only has the world’s largest search engine but also the largest content website, the most advanced operating system, the most advanced ASIC chips, and one of the largest cloud computing providers. This full-stack AI advantage is the most advanced AI ecosystem.
3. Google Cloud is in an acceleration phase, which is also a period of accelerated profit realization.
4. Its biggest competitors, Meta and Apple (in the terminal OS war), have repeatedly stumbled in AI models and may even choose to collaborate with Google!
Simply put, I believe Google could be the most successful AI company in the future and may significantly surpass Microsoft. So, this is a long-term bet, and I think Google will win.
Did Coinbase Create the Best Investment Product?
We all know that holding both tech stocks and Bitcoin has been the best asset allocation for wealth freedom in the past three to four years.
Now, a product that combines both has arrived.
This is the hybrid futures model recently launched by$Coinbase(COIN.US) Coinbase.
The derivatives division announced on Tuesday that it will launch the "Mag7+Crypto" stock index futures on September 22. This is the first cross-asset-class derivative in the U.S., allowing investors to simultaneously invest in traditional tech stocks and the cryptocurrency market.
The index consists of 10 equally weighted components (10% each), including tech giants like NVIDIA, Apple, Google, Amazon, Meta Platforms, and Tesla, as well as Coinbase stock, Bitcoin ETF−iShares(IBIT.US), and Ethereum ETF−iShares(ETHA.US). The components will be adjusted quarterly to adapt to market changes.
The new futures contracts are cash-settled, with a contract unit of "$1 × index price" (e.g., if the index is $3,000, the nominal value of a single contract is $3,000). This move breaks the single-asset-class limitation in the U.S. derivatives market, enabling cross-market linkage between tech stocks and crypto assets. It’s also a significant step for Coinbase to expand its institutional business.
The product aims to attract investors interested in tech stock growth and willing to participate in the crypto market. It may further blur the boundaries between traditional finance and digital assets, providing global investors with more flexible risk-hedging tools.
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