Bullish on Alphabet (GOOGL) to become the world's most valuable company, citing mobile AI distribution, cloud/YouTube growth, TPUs, valuation discount, Waymo/Pixel, and a Feb 4 earnings catalyst; author holds Feb 6 $375 calls.
GOOGL — LONG The author argues Alphabet is only about 15.8% below the $380.50 level needed to surpass Nvidia as the world's most valuable company, and that crossing that threshold will trigger headlines, ETF rebalancing, and momentum buying. He expects the move to accelerate around the Feb 4 earnings call and continue to $400.
On Feb 4th earnings call it will surge to the crossover point at $380.50 and after the call continue to $400.
GOOGL — LONG The author claims Apple's decision to make Gemini the default native AI for Siri gives Alphabet the AI layer across Android and iOS, covering the entire mobile distribution channel. He argues this distribution monopoly checkmates the edge consumer AI market and supports a long Alphabet view.
Apple announced Gemini is going to be the default native AI for Siri. Think about the distribution monopoly they just secured.
GOOGL — LONG The author argues Google Cloud is accelerating with Q3 2025 revenue up 34% year-over-year, an annualized run rate of roughly $61 billion, record operating income, and a $155 billion backlog. He sees this growth as threatening Amazon and Microsoft and as a bullish driver for Alphabet.
Q3 2025 Revenue: $15.15 billion (up 34% year-over-year).
GOOGL — LONG The author argues YouTube captured 13.4% of total TV time versus Netflix at 8.8%, and that YouTube's 2 billion returning users compare favorably to Netflix subscribers who leave after specific shows. This supports Alphabet's entertainment and advertising position.
According to the latest Nielsen Gauge report, YouTube captured 13.4% of total TV time, Netflix at 8.8%.
GOOGL — LONG The author argues Alphabet's decade of TPU development lets it avoid the "Nvidia Tax" and could later sell or rent TPUs to other hyperscalers like Microsoft or Meta. He calls confirming this new revenue stream a multi-billion-dollar catalyst not priced in and potentially making Alphabet a top-tier AI chip supplier.
Google can later on sell these chips to other hyperscalers. Can you imagine Microsoft or Meta running on Google silicon? If they confirm this new revenue stream the stock goes nuclear.
GOOGL — LONG The author says Google trades at 32.6x P/E versus Nvidia at 45.8x, making Google about 29% cheaper on P/E; at Nvidia's multiple, Google would be worth roughly $460. He argues only a slight valuation gap narrowing is needed for Google to reach a $400 target.
Look at the P/E ratio comparison. Google 32.6x P/E. For Nvidia,45.8x P/E. That makes Google roughly 29% cheaper on PE valuation basis.
GOOGL — LONG The author argues Alphabet's non-digital assets are scaling: Pixel 10 sales rose 28% year-over-year in September with 7% US premium market share, and Waymo is doing 450,000 paid rides per week while expanding. He presents these as additional bullish drivers for Alphabet.
Pixel 10 sales were up 28% year-over-year in September, capturing 7% of the US premium market and stealing share directly from Samsung. And Waymo driverless taxi is no longer a side project. They are doing 450,000 paid rides per week.
GOOGL — LONG The author states he holds 10k USD of Feb 6 $375 calls and is calling Google at $400 into the Feb 4 earnings call. The directional view is a long on Alphabet's underlying shares; returns should be interpreted as tracking the underlying stock, not option P&L.
I’m holding 10k USD worth of $375C for Feb 6. I am calling Google at $400.
This Reddit post, published January 25, 2026, features u/JohniBGood discussing GOOGL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/JohniBGood · Tickers: GOOGL