Alphabet Cl A GOOGL

$GOOG $GOOGL just reclaimed the 200-day moving average, a level that separates trend followers from everyone still waiting on the sidelines. Watch how price behaves here, this is the kind of spot where the big money tips its hand. 👀

Truist Securities ests that AI cloud ARR could grow from about $310B in 2025 to more than $2.1T by 2030 - implying roughly 47% CAGR $MSFT $AMZN $GOOGL $ORCL $META

$GOOGL relative strength here has been pretty damn beautiful

$SPY Ok I think if Jensen's last ditch scheme doesnt work SH about to do a George Michael on his leather jacket! $QQQ $AMD $GOOGL $QQQ

So buy $GOOGL Calls off a bounce of $338-340?!

🟢 $GOOGL 345C Oct 02 💰 $57,700 premium 💵 $3.65/contract 📊 1.1x Vol/OI 📍 Spot $342.05 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

Goldman: The hyperscalers’ current est'd AI revs remain below the amount that would allow them to break even on their capex, but those revs are growing quickly & rev backlogs are sizable" Required annual hyperscaler AI revs based on avg 2026–2027 capex under different ROIC targets: ROIC Assumption - Required Annual Hyperscaler AI Revs 0% (breakeven) - $308B 10% - $417B 15% - $526B 20% - $636B --- Goldman’s baseline framework treats GenAI spend as an isolated product line rather than a platform re-acceleration driver across core cloud services. Cloud rev growth for $AMZN $GOOGL $MSFT & $ORCL accelerated from +25% in 2024 to +48% in 2Q26 - Current AI/cloud revs are running ~$70B annualized above the pre-AI trend (as of 2Q26). Matching incremental CapEx against static run-rate reves ignores the compounding trajectory created when growth accelerates by +23 percentage points over a 2-year span Hyperscaler CapEx is not speculative infrastructure building (i.e., "build it and they will come") - it is backed by committed commercial demand w/ announced backlogs >$1.5T-$1.7T Goldman evaluates the breakeven bar ($308B annual revenue for 0% ROIC) by front-loading capital recovery into a compressed window - a standard 5-to-7-year straight-line depreciation schedule requires significantly lower annual revenue run-rates in early years to achieve positive IRR over the lifetime of the infrastructure Hyperscalers are buildingy capacity to lock in enterprise migrations for the next decade, preventing customer churn to rival platforms Even if Gen-AI were eliminated from the equation, hyperscale data center capacity would still need to expand rapidly. The core IT transformation that predates the GenAI boom continues to outstrip legacy data center supply. AI simply accelerated a trend that was already compounding