Calls
1
Tekedra Mawakana
CEO, Waymo
Win Rate
100.0%
return
+12.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$309.00
+12.2%
Waymo (Alphabet sub-unit) just raised capital at a $26B valuation and is launching in London and Tokyo. Regulatory hurdles are clearing, and the business is moving from "R&D project" to "Commercial Expansion." This validates Alphabet's "Other Bets" valuation and provides a growth engine beyond Search. LONG Alphabet on Waymo execution. Regulatory bans on robotaxis or a high-profile safety incident.
Waymo (Alphabet sub-unit) just raised capital at a $26B valuation and is launching in London and Tokyo. Regulatory hurdles are clearing, and the business is moving from "R&D project" to "Commercial Expansion." This validates Alphabet's "Other Bets" valuation and provides a growth engine beyond Search. LONG Alphabet on Waymo execution. Regulatory bans on robotaxis or a high-profile safety incident.
Hyperscalers
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Tekedra Mawakana has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: GOOGL.
