Billionaire Chris Rokos’ Top 15 Stock Picks

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6. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders: 202

Rokos Capital Management’s Stake: $119.2 million 

Alphabet Inc. (NASDAQ:GOOGL) is a California-based technology company that owns and runs the internet search engine Google. The company stands out as a worthwhile investment due to these factors. The first and most compelling factor is the robust financial growth depicted in the report for the third quarter of 2024. For instance, total operating income increased by 34%, and operating margin percent expanded by 4.5 percentage points to 32%. This holds great significance for the company as it reflects sustainable growth potential and profitability, boosting investor confidence and potentially leading to higher stock valuations. Secondly, net income increased by 34%, and EPS increased by 37% to $2.12, showing greater earnings per share, directly benefiting shareholders and making the stock more attractive to investors. The company is planning to launch Android 16 in two phases: a major SDK release in Q2 2025 and a minor update in Q4 2025. This may hold significant value to investors as this new version will incorporate deeper AI integration, enhancing the effectiveness and functionality of Android devices.

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