Is Alphabet (GOOGL) Christopher Rokos’ Top Pick?

While NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, Alphabet Inc. (NASDAQ:GOOGL) ranks 2^nd on the database of Christopher Rokos’ apical holdings with a 4.16% portfolio stock ($969.18 million). We precocious published a database of youngest hedge money billionaires and their apical banal picks.

As reported by Reuters on February 9, 2026, Alphabet Inc. (NASDAQ:GOOGL) sold $20 cardinal successful a seven-part elder unsecured offering, according to IFR data, tapping the U.S. high-grade enslaved market. This highlights however AI-driven superior strength is changing balance-sheet strategy.

According to the Financial Times, the woody comes arsenic hyperscalers velocity up borrowing to concern processors and information centers. Alphabet is besides considering a debut sterling enslaved that mightiness person a unsocial 100-year maturity. Given that the 5 largest hyperscalers issued $121 cardinal successful bonds past twelvemonth and are expected to walk astir $500 cardinal connected AI infrastructure successful 2026, the issuance is accordant with a larger summation successful AI-related debt.

Following Alphabet Inc. (NASDAQ:GOOGL)’s guidance announcement connected February 4, 2026, superior expenditures could astir treble from $91.45 cardinal successful 2025 to $175.00–$185.00 cardinal this twelvemonth arsenic it works done compute constraints portion scaling Gemini and unreality workloads. The enslaved merchantability supports Alphabet’s displacement into a capital-intensive hyperscaler phase, which trades short-term escaped currency travel unit for semipermanent AI-led growth, according to investors.

Alphabet Inc. (NASDAQ:GOOGL) operates Google Services, Google Cloud, and Other Bets, which make gross from integer advertising, unreality infrastructure, AI-powered endeavor services, and emerging technologies successful planetary user and concern markets.

Note: NVDA is Rokos Capital Management’s apical holding, accounting for 4.22% stock of the firm’s full portfolio, equivalent to $981.42 million.

While we admit the imaginable of GOOGL arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.