u/wanderingtofu

Reddit r/wallstreetbets
· tracked since Jul 2026
Calls
1
Win Rate
0.0%
return
-6.8%
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
GOOGL Long -6.8%
Most Mentioned
GOOGL ×1
Recent Calls
GOOGL Long 1 week ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -6.8% Long Return -6.8% Short Return -
Average Return
7d -8.6%
30d —
90d —
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Thesis
Theme
Source
GOOGL Alphabet... Alphabet Inc. (Class A)
Long
Jul 20
$357.17
-6.8%
GOOGL dropped $200B on model delays and departures, yet cloud revenue is accelerating with record margins and backlog; Buffett personally funded $10B of capex. Earnings on July 22 will likely reveal strong results at 25x forward, resetting negative sentiment and causing a rebound. Market sold the machine (Google) and bought the memo (Meta); the machine wins on audited numbers. Cloud growth deceleration below ~55%, capex concerns, customer concentration (Anthropic), or an earnings miss.
GOOGL dropped $200B on model delays and departures, yet cloud revenue is accelerating with record margins and backlog; Buffett personally funded $10B of capex. Earnings on July 22 will likely reveal strong results at 25x forward, resetting negative sentiment and causing a rebound. Market sold the machine (Google) and bought the memo (Meta); the machine wins on audited numbers. Cloud growth deceleration below ~55%, capex concerns, customer concentration (Anthropic), or an earnings miss.
Hyperscalers
REDDIT
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u/wanderingtofu has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: GOOGL.