Lloyd Walmsley

Senior Equity Research Analyst, Mizuho Securities
· tracked since Jul 2026
Calls
1
Win Rate
100.0%
return
+0.1%
Calls 1 1 Posts tracked · 1.0/day Posted today
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7d 1
30d 1
90d 1
Best Calls
GOOGL Long +0.1%
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Most Mentioned
GOOGL ×1
Recent Calls
GOOGL Long 5 hours ago
Win Rate 100% Long 1 Short 0
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Average Return +0.1% Long Return +0.1% Short Return -
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GOOGL Alphabet... Alphabet Inc. (Class A)
Long
Jul 23
$318.84
+0.1%
Buy Alphabet on cloud acceleration
Alphabet's cloud business accelerated massively (82% growth vs consensus 65%), margins improved, and there is clear evidence of healthy ROI on AI spend. The search business slowdown is mild, and the broader macro-driven selloff creates a buying opportunity as AI demand remains very strong and enterprise adoption is still early.
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Lloyd Walmsley has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: GOOGL.