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STORY: Shares of Alphabet fell more than 5% on Wednesday, partly due to YouTube's quarterly ad sales revenue falling short of Wall Street estimates.

"Think about this," said McGough, "Google bought YouTube for just over a billion dollars. Today [YouTube is] bringing in over $8 billion of revenue, and we're going to sit here and say that YouTube is missing numbers?"

Investors also appeared concerned about Alphabet's capital expenditure rising to a higher-than-expected $13.2 billion in the second quarter as it invests heavily in infrastructure needed to support generative AI services.

"The investment in data centers and technology to power AI is going to benefit Google no matter the success of AI," McGough said, adding that he views Wednesday's drop in Alphabet's share price as "good place to potentially start to accumulate" the company's stock.