Is Alphabet (GOOGL) Christopher Rokos’ Top Pick?

Group 1 - NVIDIA Corporation remains the largest position for billionaire Christopher Rokos, while Alphabet Inc. ranks second with a 4.16% portfolio share, equivalent to $969.18 million [1] - Alphabet Inc. sold $20 billion in a seven-part senior unsecured offering, indicating a shift in balance-sheet strategy driven by AI-related capital intensity [2] - The issuance aligns with a broader trend where hyperscalers are increasing borrowing to finance processors and data centers, with the five largest hyperscalers having issued $121 billion in bonds last year and expected to spend about $500 billion on AI infrastructure in 2026 [3] Group 2 - Following a guidance announcement, Alphabet's capital expenditures are projected to nearly double from $91.45 billion in 2025 to between $175.00 billion and $185.00 billion in 2026, as the company scales its AI and cloud workloads [4] - Alphabet operates various segments including Google Services, Google Cloud, and Other Bets, generating revenue from digital advertising, cloud infrastructure, AI-powered enterprise services, and emerging technologies [5]