GOOGL Alphabet Inc. (Class A) Loading... : Bullish and Bearish Analyst Opinions
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02:00
Sep 06
Sep 06
Google sell-off overdone; resources allow catch-up.
Google's recent roughly $700 billion market-cap drawdown on DeepMind leadership concerns is excessive. Google has the engineering talent, time, and money to catch up in AI, and as Sergey Brin refocuses the organization commercially the company can still deliver, so the sell-off looks overdone.
HIGH
22:41
Sep 05
Sep 05
Implied US backstop for Google debt
Author suggests TBTF hyperscalers are implicitly government-backed, arguing against default risk. Rhetorical structure implies confidence but no explicit ownership or buy call.
MED
20:17
Sep 05
Sep 05
Author lists Google as one of the safer large-cap quantum exposure routes. Strong R&D resources give Google credible long-term quantum optionality. Watch for quantum breakthroughs, but not a dedicated quantum bet. Quantum likely immaterial to Alphabet earnings for years.
LOW
18:46
Sep 05
Sep 05
Jason predicts Tesla will dominate AVs with 40% market share and Uber second at 35%.
Jason predicts Tesla will dominate AVs with 40% market share and Uber second at 35%, framing a massive $7-10T annual revenue opportunity over the next decade.
18:11
Sep 05
Sep 05
GOOGL flagged in memory de-spec research
Nomura research on memory de-spec trends includes GOOGL as a related name, but the author provides no directional thesis or personal view.
MED
18:05
Sep 05
Sep 05
GOOGL good but not life-changing position
Author categorizes Google as a good but less transformative holding compared to TSLA/NVDA/MU, noting it as a solid performer rather than core position.
LOW
15:24
Sep 05
Sep 05
Nomura's supply chain research lists optical device beneficiaries across multiple tickers.
Nomura's supply chain research lists optical device beneficiaries across multiple tickers, but the tweet is a factual research summary without any author position or directional call.
LOW
08:00
Sep 05
Sep 05
Google Amazon custom AI chips accelerate.
Google and Amazon are moving from internal AI accelerators to external sales: Google has formed JVs with Blackstone/Apollo/Broadcom and will supply TPUs to customers such as Anthropic, while Amazon is now selling its own chips externally; for Google this can turn free cash flow positive, and Broadcom is positioned in customization and networking for these AI data center builds.
HIGH
05:55
Sep 05
Sep 05
Author reflects on past Tesla predictions while revealing they shifted from TSLA to NVDA.
Author reflects on past Tesla predictions while revealing they shifted from TSLA to NVDA and parked funds in GOOGL, but only NVDA is a current stated position.
LOW
04:26
Sep 05
Sep 05
Google announces the rollout of its Lyria 3.5 music generation model across the Gemini app.
Google announces the rollout of its Lyria 3.5 music generation model across the Gemini app and API for developers and users.
01:10
Sep 05
Sep 05
Author predicts non-frontier AI models like Gemini will struggle against OpenAI and Anthropic's.
Author predicts non-frontier AI models like Gemini will struggle against OpenAI and Anthropic's lead, but offers no explicit position or trade call.
21:57
Sep 04
Sep 04
Prefer Amazon Google Microsoft over Oracle
Amazon, Google and Microsoft are the better-executing top three AI infrastructure stories; Oracle is top five but not top three.
MED
16:08
Sep 04
Sep 04
Google introduces its Lyria 3.5 music generation model within the Gemini app and API.
Google introduces its Lyria 3.5 music generation model within the Gemini app and API, marking a product launch announcement.
16:02
Sep 04
Sep 04
GOOG generational long at current prices
Calls GOOG a generational buy, backing its premium Waymo AV strategy as a core long-term growth driver despite potential regulatory bans on AV deployment.
MED
15:53
Sep 04
Sep 04
Watch AMZN/MSFT/GOOG: too big to fail
Watch AMZN, MSFT, and GOOG after Gromen argues the US government would not let these mega-cap tech names fail, implying a too-big-to-fail backstop.
MED
14:31
Sep 04
Sep 04
Watch hyperscalers on compute demand imbalance.
Watch hyperscalers as compute-demand read-throughs for AI infrastructure; no position language or ticker-specific forward call from the author.
MED
05:43
Sep 04
Sep 04
AI capex may not pay off
Anatoly argues open-source models are collapsing token prices, and token consumption will not grow fast enough to preserve revenue. Therefore the debt-funded AI capex boom at Microsoft, Alphabet, Amazon and Meta may never pay off, pressuring their economics and valuations.
HIGH
03:19
Sep 04
Sep 04
AI rally shifts to services platforms.
U.S. market leadership is rotating from AI hardware into AI services and platforms. Former megacap leaders including Microsoft, Apple, Amazon, Alphabet, Meta and Tesla are near highs, broadening the AI rally beyond infrastructure.
MED
00:14
Sep 04
Sep 04
AI money shifts to software/platforms.
AI is broadening from hardware/infrastructure into service productization, so money is rotating into mega-cap software, cloud, and platform names such as Microsoft, Oracle, Amazon, Alphabet, Apple, Meta, and Tesla while semiconductor names stall. Park views this as a healthier AI rally and a bullish setup for AI application and cloud/platform leaders.
HIGH
23:46
Sep 03
Sep 03
Cloud growth makes Alphabet cheap at 17x.
Alphabet is up only 9% YTD and has been left behind despite Google Cloud's monster growth, Waymo doing terrifically, YouTube's scale and Gemini optionality. At $342 and about 17x earnings, it sells at the price where Cramer wants to own it.
HIGH
22:01
Sep 03
Sep 03
AI capex boom still supported by earnings.
The S&P 500 and Nasdaq 100 are in an unprecedented AI capex boom, with annualized capex around $1.7 trillion and 42% year-over-year growth. Visible Alpha consensus sees almost $1 trillion more from here, and the big hyperscaler spenders still have earnings to back up the spending with little disconnect so far.
MED
20:05
Sep 03
Sep 03
A user with decent upvotes is considering going "full port GOOGL leaps." The broader sentiment that tech is not "done for" and hasn't "scratched the damn surface" supports long-term bullishness on mega-cap tech like Google. Buying long-term call options (LEAPS) on GOOGL aligns with the belief in a continued tech bull run. Macroeconomic factors like a bad jobs report or a broader market rug pull could hurt tech stocks in the short term.
LOW
19:23
Sep 03
Sep 03
BofA note references Google TPU allocation
BofA note references Google TPU leadership and supplier allocation dynamics, but the speaker offers no directional view on GOOGL.
LOW
17:29
Sep 03
Sep 03
Author celebrates the Google deal as a huge milestone for Eos Energy.
Author celebrates the Google deal as a huge milestone for Eos Energy, implying strong bullish conviction in the company's future prospects.
LOW
17:24
Sep 03
Sep 03
Author sees EOSE's current price as attractive and views Google's validation as a strong.
Author sees EOSE's current price as attractive and views Google's validation as a strong long-term bullish catalyst, while GOOG is mentioned as context.
LOW
16:31
Sep 03
Sep 03
Research note analyzing Ciena's earnings call read-throughs for optical networking.
Research note analyzing Ciena's earnings call read-throughs for optical networking and component suppliers, presented as sector analysis without explicit author positions or trade calls.
15:35
Sep 03
Sep 03
Former OpenAI employee discusses AI cost dynamics and infrastructure advantages.
Former OpenAI employee discusses AI cost dynamics and infrastructure advantages, highlighting Google and Meta's structural moats while cautioning that cheap token prices can mislead once workloads become complex.
14:55
Sep 03
Sep 03
Broadcom's earnings call reveals Anthropic scaling TPU deployments to 5GW in 2027 and 10GW.
Broadcom's earnings call reveals Anthropic scaling TPU deployments to 5GW in 2027 and 10GW in 2028, with Google's multi-billion dollar TPU demand secured through 2029, signaling massive AI infrastructure growth.
LOW
14:52
Sep 03
Sep 03
Federal judge rules that Google does not have to break up its ad tech business.
Federal judge rules that Google does not have to break up its ad tech business, sparing the company from structural separation.
14:18
Sep 03
Sep 03
The author argues AI models lack sustainable differentiation and that scaled enterprise.
The author argues AI models lack sustainable differentiation and that scaled enterprise software and consumer internet platforms remain the structural winners, without stating a position.
LOW
About GOOGL Analyst Coverage
Buzzberg tracks GOOGL (Alphabet Inc. (Class A)) across 203 sources. 704 bullish vs 65 bearish calls from 633 analysts. Sentiment: predominantly bullish (21%). 3083 total trade ideas tracked. Past 7 days: 18 bullish, 5 bearish, 104 watch. Latest voices: Kim Jeong-nam, Luke Gromen, u/No_Effective6401.