GOOGL Alphabet Inc Class A

$GOOGL $GOOG That fall after earnings was bad. But we are at 17.7 future p/e. For one of the best AI/Cloud and overall tech companies in the world. $450 in less than a year.

$GOOGL $AMZN $MSFT The datacenters that are currently operating just became much, much more vaulable. $QQQ

If you can't build in the US...build elsewhere $GOOGL just committed $15B to Malaysia thru 2028 which is more than 7x its original $2B pledge in 2024 $GOOG spent $51.4B on capex in 3Q26 alone, up from $24.0B a year earlier. Over the last 12 months the total reached $159.8B Capex is expected to rise significantly again in FY27. Growth is likely to continue into FY28 & beyond, though the rate of acceleration should moderate from the current hyper-growth phase Note: Google was already discussing specialized AI hardware as early as 2006. The issue hit a boiling point in 2013 when they realized they would need to roughly double their entire datacenter fleet just to support voice search at scale. That led directly to the TPU project. First chips went into production in 2015 & were publicly revealed in 2016. They’ve been playing catch-up ever since - $AMZN & $MSFT outmaneuvered them for years in the cloud race — AWS & Azure still hold the top 2 spots in market share, while Google Cloud has only recently started closing the gap w/ +100%+ growth. Now Google fully recognizes the bigger threat: Search itself is at risk if users shift to dedicated AI apps, chatbots, & agents for info, shopping, & everyday tasks. ChatGPT’s search-like query volume is already +20% of Google’s, AI Overviews are cutting click-throughs, & agentic tools threaten to bypass traditional search entirely. Google has been thinking about this a long time —during which the stakes just keep getting higher - they need to act & act fast - this why spending will remain constructive going forward $AVGO

$GOOGL $GOOG That fall after earnings was bad. But we are at 17.7 future p/e. For one of the best AI/Cloud and overall tech companies in the world. $450 in less than a year. $IVV $VTI $SCHD

$GOOGL $GOOG When i was a young man in Tajikistan i met a goat in the woods. You know what that tells me. That Google is the most undervalued stock in the market right now. 17.7 p/e for the best cloud/ai/tech company in the world.

$GOOGL easiest short in the market sentiment will reverse down -5% tomorrow as hedge funds finish selling before war begins

$GOOGL has been identified as the funding recipient in a $1.5B prepaid energy bond offering to be issued by the California Community Choice Financing Authority, w/ $GS arranging the transaction Prepaid energy transactions allow utilities to secure discounted long-term supplies of electricity or natural gas through tax-exempt municipal bond financing The mechanics: 1) Investors purchase munis issued by the financing authority - typically tax-exempt from federal income tax 2) Bond proceeds are paid upfront to the funding recipient — in this case $GOOG - Alphabet has a strong credit profile & considerable financial capacity - that makes it an attractive counterparty for complicated financing structures 3) Alphabet receives the upfront proceeds in exchange for contractual obligations involving periodic payments & facilitating future energy deliveries - The tax-exempt status of munis allows the financing authority to access lower-cost capital than conventional taxable corporate financing might offer. The resulting financing advantage can be shared among the participants 4) The participating utility, Central Coast Community Energy, receives the electricity & resells it to retail customers - Long-term energy contracts can help secure supply and reduce exposure to volatile wholesale electricity prices Essentionally, investors receive tax-advantaged interest, the utility benefits from discounted electricity, & Alphabet gains access to potentially lower-cost financing through a structured arrangement backed by its creditworthiness The transaction will be Alphabet's 2nd foray into the prepaid sector as a funding recipient Historically, banks have dominated this sector, but participation has diversified in recent years to include insurance companies & a REIT. Alphabet is the first tech company to publicly participate as a funding recipient The sector has seen approximately $36.5B in issuance so far this year, surpassing last year's record $31B

$GOOGL #GOOGL 4hr bullflag setting up and holding support at 288 and breakout at 296.40 then targets are 303-305 then 311-315 #OTWSWatchlist

$GOOGL Okay, this thing is officially in bearish territory. If it fails to hold the $275 support level, we could see a further decline.

$GOOGL It's getting a lot of overnight volume for some reason. 100k more than Amazon while Amazon typically trades at a higher volume. I want to see a green hulk candle if only to shut these bears up. They've had it too easy here and they need some fear instilled in them again.

$GOOGL What's the difference who wins the House, Democrats or Republicans? They all trade, buying the dip!

$GOOGL google cloud revenue jumped 103% to $30.7 billion and the backlog sits at $561 billion. seems like a backlog that big is mostly promises to spend, and promises are the one product this cycle never runs out of

$GOOGL To be clear. Its a joke of volume punishing big tech down. Dont get shook out. Easy recovery tomorrow

$GOOGL dems winning shouldnt affect google much. Just continuing to add tomorrow. Stronger economy incoming as dems fix the last 2 years and help end trumps useless war will push us higher. Adding more tomorrow.

$GOOGL i would start looking again in here into buidling midshort measures to capture down rerate. I mean.. i love googl but 295 aint doing it right given everything.. its just a mini positional squeeze

$GOOGL is putting $15B into Malaysia data centers and a new Google Cloud region, and Cloud revenue just grew 103%. The chart is still under pressure, though. ATA shows sell signals on both daily and weekly, with a bottoming flag forming near the lows. Are you buying this dip or waiting for the trend to turn?

$GOOGL big boys unloading huge blocks of shares after hours. Holy cow. Who would’ve though Google would crash so hard.

$GOOGL google spent $51.4 billion on capex in a quarter and free cash flow went to negative $9.1 billion, from positive $24.5 billion a year earlier. seems like the search cash machine now funds the buildout, not the other way around

$GOOGL looks to be a bad day and week coming up. Dems sweeping, which means AI going to get shafted

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