u/JoLagoni

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-10.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
GOOG Long -10.2%
Most Mentioned
GOOGL ×1
Recent Calls
GOOG Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -10.2% Long Return -10.2% Short Return -
Average Return
7d +4.1%
30d -2.3%
90d -12.5%
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Result
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Side
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Thesis
Theme
Source
GOOG Alphabet... Alphabet Inc. (Class C)
Long
May 01
$381.34
-10.2%
Strong cloud growth in recent earnings; Anthropic struggling with capacity due to demand; private capital is pouring into AI startups burning compute. This demand will flow directly to Google Cloud revenue, driving top-line growth and multiple expansion (forward P/E >40, price target $600). GOOG is a “safe bet” on the AI wave, with diversified AI assets (Cloud, TPUs, Gemini, Waymo, SpaceX stake) and strong competitive moats. AI bubble could deflate if private-market failures accelerate; competition from Microsoft Azure/AWS; regulatory headwinds; capital expenditure overhang.
Strong cloud growth in recent earnings; Anthropic struggling with capacity due to demand; private capital is pouring into AI startups burning compute. This demand will flow directly to Google Cloud revenue, driving top-line growth and multiple expansion (forward P/E >40, price target $600). GOOG is a “safe bet” on the AI wave, with diversified AI assets (Cloud, TPUs, Gemini, Waymo, SpaceX stake) and strong competitive moats. AI bubble could deflate if private-market failures accelerate; competition from Microsoft Azure/AWS; regulatory headwinds; capital expenditure overhang.
Hyperscalers
REDDIT
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u/JoLagoni has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: GOOGL.