Alphabet Inc. (GOOGL): Billionaire David Abrams Reduces Position - Insider Monkey Alphabet Inc. (NASDAQ:GOOGL) is highlighted as one of the 12 best stocks to buy according to billionaire David Abrams. The company, a leader in artificial intelligence, is featured in the portfolios of numerous elite hedge funds. Its dominance in the AI sector is underscored by significant growth in its Google Cloud division. In the fourth quarter of 2025, Google Cloud revenue rose by 48%, reaching $17.7 billion—a performance that surpassed Microsoft Azure’s growth for the first time in years. This growth is attributed to increased demand for cloud services and the company’s strategic investments in AI-driven infrastructure. Institutional investors are increasingly allocating capital to Alphabet, driven by its substantial $240 billion backlog of cloud contracts at the start of 2026. This backlog is viewed as a key catalyst for future earnings, offering predictable, high-margin revenue streams. Additionally, concerns about AI undermining Google’s search dominance have eased. The introduction of AI Overviews and AI Mode has not only improved user engagement but also boosted search queries, particularly in high-value commercial sectors. These features have demonstrated that AI integration is enhancing, rather than replacing, traditional search functions. While the article acknowledges the risks and potential of investing in Alphabet, it notes that some AI stocks may offer greater upside potential in the short term. Specifically, it references a report highlighting a "cheapest AI stock" with a projected 10,000% upside. However, this recommendation appears to be promotional in nature, as it is presented alongside other paid content.#google_cloud #insider_monkey #alphabet_inc #ai_overviews #david_abrams
Crossroads Capital LLC’s Fourth-Quarter 2025 Investor Letter Highlights AST SpaceMobile’s Growth Potential Crossroads Capital LLC, an investment management firm, released its fourth-quarter 2025 investor letter, detailing the performance of its fund and its outlook for the market. The fund achieved a 2.7% net return in Q4 2025, pushing its annual net return to 37.7% for the year. Since its inception, the fund has delivered a gross return of 21.2% and a net return of 17.1%. By the end of December 2025, the fund’s non-delta adjusted gross and net exposure stood at 89.7% and 72.1%, respectively. The letter noted that while November 2025 saw a sharp shift in market sentiment due to concerns over an AI bubble, Federal Reserve uncertainty, and bearish positioning, the fourth quarter revealed the market’s growing volatility and its tendency to embrace reflexivity rather than avoid it. The firm remains cautiously optimistic that the improving breadth of market participation and rising interest in small-cap stocks will provide a significant boost in 2026, aligning with long-anticipated trends. The letter also emphasized the fund’s top holdings, including AST SpaceMobile, Inc. (NASDAQ:ASTS), a satellite communication company focused on developing a constellation of BlueBird satellites. ASTS’s stock closed at $79.19 per share on February 27, 2026, with a one-month return of -24.26% and a 52-week gain of 209.09%. The company’s market capitalization reached $30.1 billion. Crossroads Capital highlighted ASTS as a key holding, noting its transition from an R&D-focused startup to a scale-up entity. The firm stated that ASTS has validated its core technology and is now prioritizing execution, with efforts to expand revenue, headcount, and market reach in a compounding manner.#nasdaq #crossroads_capital_llc #ast_spacemobile_inc #insider_monkey #bluebird_satellites
