Jul. 23 at 3:14 PM
$GOOGL 👀
Q2 2026 numbers are hard to ignore:
• Revenue:
$119.3B (+24%)
• Gross profit:
$73.9B (+29%)
• Cost of sales:
$45.9B (+19%)
• Net income:
$112.2B (+298%)
The headline looks massive, but the details matter. A large part of net income growth came from the
$98B in other income, mainly from gains on Alphabet’s stakes in
$SPCX and Anthropic.
The bigger story is still the core business: AI infrastructure, Cloud growth, and Alphabet’s ability to turn massive investment into long-term earnings power.
For the next 7 days, I’m watching whether the market focuses on the one-time gains or starts pricing in the AI growth engine.
Great companies often create the best opportunities when the market overthinks the details.
Keeping
$GOOGL on watch. Follow my profile for the AI setups I’m tracking before they become obvious.
