Calls
1
Lloyd Walmsley
Senior Equity Research Analyst, Mizuho Securities
Win Rate
100.0%
return
+6.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 23
$318.84
+6.2%
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.
