Google Just Keeps Winning — Will Earnings Push It Higher?

MillionaireTiger
10-28

Alphabet has been on fire this year — rallying more than 40% and smashing through a $3 trillion market cap. While the broader tech rally helped, Google’s surge is all about one thing: AI finally paying off in a big way. $Alphabet(GOOG)$ $Alphabet(GOOGL)$

Just look at these big wins from Tigers recently👇

🏆 Gains from Tiger Investors

So why the hype around Google right now?

After years of being underestimated in the AI race, Google is proving it still has the best blend of search dominance, cloud momentum, AND deep tech leadership. The latest Anthropic deal says it all — Google will supply up to 1 million custom TPUs by 2026, putting its chips at the center of the fastest-growing AI startup in the world.

That’s a multi-billion-dollar cloud contract… and a massive validation of Google’s in-house AI infrastructure.

Search is thriving with AI：AI Overviews now touch 2B+ users monthly, driving 10%+ query growth globally — and search still owns 90.4% worldwide market share.

Google Cloud is accelerating：Expected to grow ~29% YoY, with more than $100B+ in backlog already locked in. And as margins improve, Cloud isn’t just growing — it’s becoming highly profitable.

AI everywhere across hardware：From Pixel 10 to quantum computing breakthroughs, Google is building entire ecosystems — not just hype.

Despite all that momentum, Alphabet’s valuation is still surprisingly reasonable. At roughly 26x forward P/E, it trades cheaper than many mega-cap AI peers — even while analysts keep raising price targets (some as high as $300).

Will upcoming earnings add more fuel to the rally?

👉So here’s the question for you:

  • Are you betting on Google to keep running higher? Or is the stock already too hot?

  • Are you bullish on Google heading into earnings?

🧭 Share positions:

Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?
Google lost 1% as Nvidia rebounded on Wednesday. With 68% gain YTD, is Alphabet's rally done this year? Would you take some profit or keep holding for its AI flywheel?
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Comments

  • highhand
    10-28
    highhand
    longer term it will go higher but earnings are binary events 50 50. it might drop because the PE and forward PE are at the high end now if you check historical 5 years. higher chance of pullback before it goes higher. it's a strong company that grows and grows.
  • InverseCramer
    10-28
    InverseCramer
    Thank you @MillionaireTiger for the mention
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