GOOGL Just Dropped $113B in Revenue. This Is What Real Scale Looks Like

u/Alpha-Grant · Reddit — r/stocks · February 05, 2026 at 05:03 · 💬 24 comments  | View on Reddit ↗
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Original Reddit post

Author is long GOOGL on a 5-year horizon, citing accelerating Cloud growth, AI infrastructure reinvestment, and regulatory relief as the core thesis.

GOOGL — LONG Author is long GOOGL on a 5-year horizon, arguing the company has transformed from an ad company into AI infrastructure, cloud, hardware, enterprise, mobility and energy exposure. The mechanism is aggressive reinvestment (CapEx nearly doubled to $27.9B) into AI and infrastructure while still printing 30% net margins, with Cloud growing 47.5% YoY as the real story. Catalysts cited include Gemini 3 rollout, Gemini integration across Apple and Samsung in 2026, a $10B Cloud deal, TPU deals with Anthropic and Meta, Waymo expansion, and regulatory relief after avoiding an antitrust breakup. Main risk implied is the heavy CapEx spend, though the author frames it as a positive.

I’m long GOOGL (5-year horizon). Not financial advice.

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u/Alpha-Grant Reddit r/stocks
Long GOOGL on AI infrastructure and cloud scale
Author is long GOOGL on a 5-year horizon, arguing the company has transformed from an ad company into AI infrastructure, cloud, hardware, enterprise, mobility and energy exposure. The mechanism is aggressive reinvestment (CapEx nearly doubled to $27.9B) into AI and infrastructure while still printing 30% net margins, with Cloud growing 47.5% YoY as the real story. Catalysts cited include Gemini 3 rollout, Gemini integration across Apple and Samsung in 2026, a $10B Cloud deal, TPU deals with Anthropic and Meta, Waymo expansion, and regulatory relief after avoiding an antitrust breakup. Main risk implied is the heavy CapEx spend, though the author frames it as a positive.
GOOGL HIGH
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This Reddit post, published February 05, 2026, features u/Alpha-Grant discussing GOOGL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Alpha-Grant  · Tickers: GOOGL