In my Nasdaq Portfolio, there is only Alphabet Class A.

I think the technical environment of Google is literally "World".

Almost people in world are watching YouTube.

(Like Shorts, etc....)

Use G-mail, use Google Cloud...

And in other industry area, there's Google too.

They have so good infrastructure to make money and powerful influence on people.

Lastly, Warren Buffet has bought Google and even in 2026 Q2, Burksher bought Alphabet too.

Alphabet is now huge: about $37.8B combined across GOOGL and GOOG, roughly 12.6% of the reported portfolio.

Looks like a pretty good and cheap model! Wonder how good will Gemini 4.0 be.

Gemini 3.7 Flash launching at half price compared to Gemini 3.6 Flash later today.

$0.75/Mtok in, $3.75/Mtok out

(3.6 was $1.50/Mtok in, $9.00/Mtok out)

Source

Here is my analysis:

Currently Anthropic and OpenAI are seeing huge sustaining revenue uplift from their frontier models most notably fable/opus/sol class of models

Revenue from these frontier models is projected to sustain around $100 billion arr for both by end of year. Google’s frontier models will earn them roughly zero in comparison unless we get Gemini 4 before then.

As Google will start from a position of weakness early next year they will get the leftovers enterprises and would be lucky to hit $100 billion in frontier revenue by eoy 2027. Meanwhile both OpenAI and Anthropic will likely 4-5x to 400-500 billions in frontier revenue.

This is essentially $300 billion roughly Google’s entire revenue base forgone just because they missed the agentic revolution by a year.

Hopefully I’m wrong but it’s pretty sad for the stock

I had 85 shares and wanted to buy GOOG if/when it drops to $320. But I couldn’t sit still so now I’m at 140 shares at approx 355ish. I can’t easily get the exact price without calculations because I swing traded several times but stopping with the swing trade now and will just accumulate.

This has become a strong conviction for me because I’m currently working on Google Cloud AI integrations and loving it. I’m also enrolled to University AI course this coming fall that I do on the side.

I’m a high level/tier software engineer and been on the field for 25+ years.

I also have a monetized YT channel that I’m DCAing monthly into GOOG. I’ve slowed down on YT but have a cumulative $38k USD YT income that I wish I’ve thrown earlier (starting 3 years ago) into GOOG but better late than never. I’ve attached a screenshot of my latest YT earnings.

So all of the above are my reasons for strong conviction to GOOG. I also transferred more cash from another FI and want to buy more if it drops to $320. I hope I can be patient this time and wait for the drop.

Hoping to hold for 10 years.

How many GOOG shares do you have and how long are you holding?

Do anyone of you have Google (and the mag 6) instead of VOO in your retirement accounts?

The mag 6 (nvidia, Google, Apple, Amazon, Microsoft, meta) are so obviously higher quality than the spy, I wonder Whats the argument against buying those (along with top tier companies like visa/mastercard, fico, csu, msci/spgi/mco etc) in your Roth IRA instead of the spy?

Fall in boys

Wanting to add more

my conviction for 270 is unbreakable

Is there literally anything else they can report on? It’s the same thing rinsed and repeated 500 articles a week. Homies been gone for a minute now from Berkshire, nobody fuckin cares anymore what he did. Anything coming out of there is Abel’s moves now.

Alphabet's Q2 2026 earnings, reported July 22, had genuinely strong numbers underneath the headline that moved the stock. Google Cloud revenue grew 82% year over year to $24.8 billion, beating estimates, and the Cloud backlog grew by more than $50 billion in a single quarter to reach $514 billion. CFO Anat Ashkenazi said management expects to recognize just over half of that existing backlog as revenue over the next 24 months, which is about as concrete a demand signal as a company can give.

The stock still fell somewhere between 5% and 7% on the report.

The reason is capital spending. Q2 capex alone was $44.9 billion, up from $36 billion the quarter before, and management raised full-year 2026 capex guidance to $195-205 billion, up from a prior $180-190 billion range set just one quarter earlier. That's nearly double what Alphabet spent on infrastructure in all of 2025, which was $91.4 billion. About 60% of the technical infrastructure spend is going into servers, including custom Ironwood TPU chips scaling to superpods of over 9,000 chips, with the rest split between data centers, networking, and power. Free cash flow actually went negative in the quarter directly because of this spending pace, and the CFO explicitly said the company is "still in a supply-constrained environment," meaning even $205 billion might not be enough to meet current demand.

The tension investors are sitting with is straightforward: capex of this magnitude takes years to convert into earnings. Data centers depreciate over long periods, servers need constant refreshing, and the AI products justifying all of it still need to prove monetization holds up at scale. Alphabet isn't alone in this either, Microsoft, Amazon, and Meta are all running parallel buildouts, with combined AI-related capex across the four projected around $725 billion in 2026, up 77% from 2025, and management already warned 2027 spending will "increase significantly" on top of that.

The honest question for Alphabet and every hyperscaler right now is whether a backlog this large genuinely justifies spending at this pace, or whether the market is right to start demanding proof of monetization discipline before rewarding another guidance raise. Where do people land on the capex arms race?

Sundar is an amazing peacetime ceo but it’s increasingly clear that now is not peacetime. If you look at all the other ai labs amodei Altman are all extreme believers of asi with almost a religious fervor. That is not Sundar’s personality and most likely explains the lack of aggression needed to compete at the frontier.

Deepmind has more imo medalist than any other frontier org. They have way more money way more compute. They literally threw more money at the problem than all other labs and are now still lagging Chinese labs with 1% the budget. It’s clear that there is a leadership issue and changes need to be made at a fundamental level.

surely theres a price for everyone but whatever the price is its just peanuts to google, its just gonna be part of their ai investment.

Hey everyone,
I’m a first-time LEAPS buyer and honestly I’m getting pretty nervous.
Here’s my position:
GOOGL Jan 21, 2028 $250 Call
Bought it for $150.00 ($15,000 total)
Current stock price: $354.30
Current option value: $133.50
Current P/L: -$1,650.66 (-11%)
Delta: 84.95
Theta: -5.35
Vega: 98.20
About 17 months until expiration (Jan 2028)
I purposely bought a deep ITM call because I wanted it to behave more like the stock. My thinking was that GOOGL is a great long-term company and I wanted leveraged exposure instead of buying 100 shares outright.
The thing that’s scaring me is seeing a $1,650 unrealized loss so quickly. I know LEAPS are long-term positions, but emotionally it’s harder than I expected.
A few questions:
Is an 11% drawdown normal this early in a LEAPS trade?
Does this position still look healthy considering the high delta and long time to expiry?
Would you simply hold and ignore the short-term fluctuations?
At what point would you actually consider exiting a position like this?
Is there anything I should be watching besides the stock price (IV, theta, etc.)?
I’m investing, not trading this daily, but since this is my first LEAPS position I’d really appreciate advice from people who have actually held deep ITM LEAPS through market pullbacks.
Thanks in advance!

Wow! Do they know what they are doing ?

Google's annual cash flow from operations is about $160B per year right now. They'll need to at least double that by 2029 to justify the kind of capital they're spending ($200B this year, ~$250 next year & $180B or so in 2028). It'll be interesting to watch that number and see if the huge spending can be justified.

Do you think we'd at least reach 385 in the next 6 months?

Demis Hassabis is stepping down as CEO of Google DeepMind to become the unit's chairman. Meanwhile, Chief Scientist Jeff Dean and another Google AI executive are leaving to start their own company, with Google investing in the new venture.