GOOGL

Alphabet

TPU stack, Gemini, YouTube/Search cashflow funds the buildout.

Last

$337.12

Change

+1.26%

Market cap

$4078.1B

60-day price

Near-term (0-6mo)

Q1 earnings 4/29 — TPU v6 deployment scale, Search/YouTube cashflow trajectory, and Gemini enterprise adoption metrics are the key data points.

Mid-term (6-24mo)

Full-stack vertical integration (TPUs + DeepMind + own fiber/data centers) remains the strongest substrate-ownership position among hyperscalers. Nuclear PPA pipeline matters — watch for new announcements.

Catalysts

Q1 earnings 4/29
Potential new hyperscaler PPA announcements
TPU v6 capacity scaling

Risks

EU DMA compliance could force structural changes
UK child safety regulatory pressure
Search revenue cannibalization from AI Overviews

Options flags

earnings_soon · Apr 16, 2026

Earnings on 2026-04-29 (12d out). Expect elevated IV into print; avoid buying OTM monthlies the day before.

monthly_liquid · Apr 16, 2026

Monthly Apr 16, 2026 chain likely liquid. Prefer ATM/ITM-20 over OTM to force discipline.

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