Compound Planning Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 12.0% in the third quarter, now owning 216,691 shares valued at $52.78 million, making it their 13th largest holding. The article highlights positive catalysts such as a multibillion-dollar TPU deal with Meta and the launch of the Nano Banana 2 AI model, which support Alphabet’s revenue and growth narrative. However, it also notes risks including significant AI-related capital expenditure and off-balance-sheet data center commitments that could pressure margins, alongside recent insider selling.
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Alphabet Inc. $GOOG Holdings Boosted by Compound Planning Inc.
Compound Planning Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 12.0% in the third quarter, now owning 216,691 shares valued at $52.78 million, making it their 13th largest holding. The article highlights positive catalysts such as a multibillion-dollar TPU deal with Meta and the launch of the Nano Banana 2 AI model, which support Alphabet’s revenue and growth narrative. However, it also notes risks including significant AI-related capital expenditure and off-balance-sheet data center commitments that could pressure margins, alongside recent insider selling.