00:00 Speaker A
so back to you, you mentioned Google. Uh that’s another stock that I’ve been inspired about. Up 60% since the company came out with its Gemini 3 model on November 18th. I mean, is this one of the best stocks to own next year?
00:11 Speaker B
Absolutely. I mean, they’re on both sides, right? They are on uh on the software side, um ads and and and all of the search that is still not dead, right? I mean, when ChatGPT came out three years ago, that was like, oh, is that the Google killer? Uh now it uh it seems it’s absolutely not, right? And now with the chips on the other side, um with meta being uh potentially a buyer here, maybe taking share a little bit of Nvidia. Um they are they are basically playing it on both sides on their uh um hardware side and on the software side. So I think that could be uh still a lot of growth ahead for 2026 here.
00:54 Speaker A
What else do you like in the Mag 7 complex? I mean, do you need to own all these stocks? Or is Google just you could be okay with that over the next 12 months?
01:06 Speaker B
So I would say there is uh there is more to it. Um we also like for example an Amazon. again, uh largest retailer, right? They are also on both side doing also their own chips a very strong um when it comes to to their integration, um high efficiency. So Amazon is really an interesting uh interesting part here to play for 2026. Um consumer spending is is keeping up. We saw that with Black Friday and Cyber Monday. So for the holiday season it bodes well. Uh that is certainly a tailwind um especially also for Amazon. But also a Microsoft, for example, and we talk about and you talked about before of Salesforce, for example, which is a CRM system. And um Microsoft has their own, which is Microsoft Dynamics when I uh kind of pick that a specific part of uh Microsoft out here, which is generally um seen to be inferior to Salesforce, but they are already integrated, right? With teams and their office products and all of that and can maybe potentially uh get some traction there. Um also um with uh with with their overall uh systems uh very interesting uh play as well for 2026.
