Jul. 27 at 5:12 AM
$GOOGL call after post-earnings capex-shock dip — GOOGL at
$318 today, down 6% from last week's close.
+4,400 GOOGL 100 15 JAN 2027 360.00 CALL @ 17.61, for
$7,748,400 total deltas.
$7,748,400 ×
$318 =
$2,463,991,200 in dollar exposure. 4,400 contracts — large size on the 360 call, 13.2% above current price into January 2027. Alphabet's Google Search and Google Cloud delivered strong Q2 growth driven by AI, but the
$195–
$205B capex guidance sent the stock down 3%.
Mizuho analysts say the dip is overdone and Gemini doubled its user base over the past year. Someone bought 4,400 calls at the 360 strike betting Google recovers and breaks above
$360 — reclaiming its May 2026 all-time high — by January 2027.
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