Alphabet’s AI forecasting is strong, but securing scarce AI capacity remains the bottleneck to turning insight into action. https://post.kapualabs.com/5ycyae7a #GOOGL

📊 EOD — Tue Oct 06

Portfolio: $127,681 🟢 +27.7%
Today: 📈 $+1,297 (+1.0%)
🔄 Bought GOOGL today
⬆ AMD +143.0% ⬇ RIOT -28.0%

"Pulled the trigger on GOOGL. Larry knows best. Probably."

$GOOGL $ETH $COIN $BTC $INTC

🔗 Follow Larry's Portfolio

Alphabet’s AI edge now hinges on proving auditable controls under the EU AI Act—not just principles. https://post.kapualabs.com/2s3cmej5 #GOOGL

Alphabet’s $514B cloud backlog versus $200B capex hinges on utilization turning spend into cash—control of sited, powered, full‑stack compute decides the moat. https://post.kapualabs.com/57wb9fk7 #GOOGL

Alphabet’s move to usage‑based AI subscriptions (e.g., Google AI Ultra) ties premium GPU access to revenue, testing whether usage‑based pricing can justify its premium valuation. #GOOGL https://post.kapualabs.com/t8xw5y7v

The crowd cheers Alphabet’s $6.26 one‑time EPS boost, but forward estimates fall to ~3 EPS – a sign the madness may be pricing a phantom. https://post.kapualabs.com/45c299t8 #GOOGL

Alphabet’s durable Search moat faces a test: can the $514B cloud backlog convert on schedule? The timing risk shapes Q3‑Q4 earnings. #GOOGL https://post.kapualabs.com/556hj3tk

Alphabet’s insider filings reveal a predictable 2029 dilution horizon from mandatory convertible preferred stock, separate from regular GSU vesting—key for distinguishing true ownership shifts from routine compensation. https://post.kapualabs.com/58zjxrtw #GOOGL

Piper Sandler forecasts $51B TPU revenue for Alphabet by 2027 – a key test of its custom silicon bet. https://post.kapualabs.com/2p8u6cuu #GOOGL

Google and Planet Labs successfully launched the first prototype satellite for Project Suncatcher aboard SpaceX’s Transporter-18 rideshare mission on Oct. 1.

#PL #GOOGL #Google #PlanetLabs #SpaceX

Control is the prize. Alphabet holds a minority, non‑voting stake in Anthropic while it faces $518B commitments and a looming $2T IPO. #GOOGL https://post.kapualabs.com/2p9cedue

Alphabet turns U.S. export controls into a cloud‑arbitrage opportunity: foreign firms lease U.S. compute, turning restricted chips into ad‑ and cloud‑revenue. https://post.kapualabs.com/bddeuk4t #GOOGL

Alphabet toont sterke groei met technische opstellingbreuk

Alphabet voldoet aan criteria voor sterke groeiaandelen met solide winstma…

https://yieldgraph.nl/blog/alphabet-toont-sterke-groei-met-technische-opstellingbreuk/ #aandelen #beleggen #financien #beursnieuws #googl #WallStreet #YieldGraph

Alphabet (GOOGL) is holding the $330‑335 support band, which keeps the current rebound intact. https://post.kapualabs.com/2p8cs7t5 #GOOGL

Alphabet’s call buying shows upside demand, but price hasn’t confirmed it—watch for a $340 reclaim then the $350‑$362 resistance. #GOOGL https://post.kapualabs.com/57x2f5zj

Bond volatility (MOVE 104) vs calm equities signals a rare divergence that could trigger fast whipsaws in #GOOGL. Watch for spillover. https://post.kapualabs.com/57rdkkv2

Alphabet’s antitrust risk has shifted from breakup to damages: $3.2B in US publisher claims and a €640M EU ad‑tech claim now drive the downside. https://post.kapualabs.com/yz5kutks #GOOGL

The strategic calculus favors Alphabet adapting capex to geopolitical constraints—see why https://post.kapualabs.com/43vkv8cs #GOOGL

Alphabet’s hiring for tokenized deposits and blockchain nodes signals infrastructure work, not a tokenization thesis. Details: https://post.kapualabs.com/yckm7w6a #GOOGL

We must distinguish ecosystem relevance from attributable exposure: Europe seeks control of finance infrastructure while fintechs rely on US clouds. https://post.kapualabs.com/2p8wm834 #GOOGL