To The Moon

🌟🌟🌟Alphabet $Alphabet(GOOGL)$  $Alphabet(GOOG)$  is sitting at a breathtaking USD 4 Trillion in market cap, brushing against its all time highs.  Yet for me this moment isn't just about the company.  It is about the journey.  I have watched this stock fall under USD 100 in late 2022 when the market panicked but I held on.  When sentiment cracked and headlines screamed, I held on.  Today I am up 191% and that patience feels less like luck and more like conviction finally being recognised.

But now comes the real test: February 4 2026 earnings.

Wall Street expects an EPS of USD 2.64, an increase of 23% YoY and Revenue of USD 111.3 billion, up 16% YoY.

These are strong numbers but Alphabet isn't being judged solely on the numbers.  Alphabet is being judged on its AI acceleration and whether that translates into revenue. 

Will AI finally reaccelerate Google Cloud?

This is the centre of gravity for this earnings call.  Google Cloud has been steady, profitable and respectable but investors want to see whether AI workloads, Gemini integration and enterprise adoption are turning into real visible momentum. 

If Cloud growth ticks up, Alphabet's re-ratinh suddenly looks justified.  If it doesn't, the market may remind us that trillion dollar valuations come with trillion dollar expectations.

Can Gemini Protect Search Margins?

Google's Search  is still the golden goose - the engine that funds every moonshot, every TPU, every autonomous vehicle's progress.

But AI answers are expensive to serve.  Competition is rising.  Gemini needs to do two things simultaneously : Keep users loyal and keep margins intact.

It is like trying to innovate aggressively while pretending your cost structure is totally fine.  This is a delicate balancing act only a few companies can pull off. 

Alphabet Is Now A Fully Stacked AI Powerhouse 

This is where Alphabet quietly flexes its power:

TPUs are built in house.   TPUs are the Tensor Processing Units which are custom designed AI accelerators built by Google to handle the massive matrix and tensor computations used in deep  machine learning.

TPUs matter because they give Google faster, cheaper and more scalable AI infrastructure than competitors relying on general purpose GPUs. 

TPUs matter because TPUs run the models behind Search, Gemini and Google Cloud AI services.  They are built to accelerate the exact workloads that Google uses every day. 

Unlike Nvidia's GPUs which are powerful but general purpose, TPUs lower cost per unit of compute.  They provide higher efficiency for Google's internal workloads and gives better performance at Google scale. 

Google's latest TPU generation called Ironwood delivers massive exaflop-scale compute, enabling training of frontier models like Gemini 2.0 at a scale that would be prohibitively expensive on GPUs. 

In a nutshell, TPUs are Google's secret weapon: a custom chip that lets them train bigger models, serve AI faster and run their entire AI ecosystem more efficiently than if they relied solely on third party hardware. 

Gemini is scaling across Search, Workspace and Cloud.  YouTube is the world's largest training dataset.  Android is used as a global distribution channel.  Chrome is the gateway to the Internet. 

This is what "fully stacked" means.  Not just models, not just chips, not just data.  It is the entire AI supply chain under one roof. 

It is the kind of advantage that compounds over years, not just quarters. 

Waymo : The Silent Outperformer

While the world debates on models and margins, Waymo is quietly becoming the most credible autonomous driving platform on the planet. 

Waymo is gaining popularity because it is widely seen as the most reliable, safety focused and technically advanced autonomous driving platform.  Among robotaxi players, Waymo operates at a scale and maturity that most competitors haven't matched. 

Waymo has accumulated over 20 million miles of real world autonomous driving and over 20 billion miles in simulation.  This is a scale that gives its AI a training advantage few can match. 

Waymo estimated revenue is USD 1.5 billion per year.  Its valuation is USD 30 billion.  It has 3,200 employees, making Waymo one of the most valuable and well funded autonomous driving companies globally. 

Bottom line: Waymo is popular because it delivers what the industry promised for a decade: real, safe, fully driverless rides.  Compared to competitors, Waymo leads in safety reputation, real world driverless deployment, high quality user experience and depth of autonomous driving data. 

While Tesla may lead in scale of vehicles, Waymo leads in actual autonomy. 

So, Can Earnings Push Alphabet Higher? 

If Google Cloud reaccelerates, if Gemini proves margin friendly and if Alphabet shows that its AI stack is more than marketing - then Yes, the stock can break higher from here. 

But for me this moment is personal.  I held through the fear.   I held through the noise.  I held when Alphabet dipped under USD 100 and everyone doubted. 

Now I am up 191% and this earnings call feels less like a gamble and more like a checkpoint on a long, compounding journey. 

The next trillion isn't guaranteed.  But Alphabet has the architecture, the ambition and the AI engine to make it possible. 

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