Bullish Alphabet thesis: author expects GOOGL to surpass Nvidia as the world's most valuable company, crossing $380.50 and reaching $400 around the Feb 4 earnings call, and holds Feb 6 $375 calls.
GOOGL — LONG Author claims Alphabet is about to replace Nvidia as the world's most valuable company, arguing the $380.50 market-cap crossover point is only about 15.8% away and that the Feb 4 earnings call will push the stock to $400. He cites Gemini distribution across Android and iOS, Google Cloud growth with a $155B backlog, TPU cost advantage and potential external chip sales, and a P/E discount to Nvidia as drivers. The thesis is explicitly long GOOGL into and after the Feb 4 earnings catalyst.
On Feb 4th earnings call it will surge to the crossover point at $380.50 and after the call to $400.
GOOGL — LONG Author states he loaded $10k into Alphabet Feb 6 $375 calls because he expects the stock to cross $380.50 by or after the Feb 4 earnings call and reach $400. Returns of this idea would track Alphabet's underlying stock direction, not option P&L. Catalyst: Feb 4 earnings and the resulting market-cap crossover headline.
I’ve loaded $10k into Feb 6 $375 calls because the risk/reward here is undeniably skewed to the upside.
This Reddit post, published January 24, 2026, features u/JohniBGood discussing GOOGL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/JohniBGood · Tickers: GOOGL