To The Moon

The Setup Alphabet has crossed the $4 trillion mark, riding a renewed AI narrative and sitting just shy of all time highs ahead of Feb 4 earnings. Expectations are ambitious but not reckless: $2.64 EPS (+23% YoY) and $111.3B revenue (+16%). The real question is not whether Alphabet beats. It is where the growth is coming from next. Why This Earnings Is Different This quarter is less about Search stability and more about AI translation into dollars. Investors want proof that Gemini is not just a defensive tool, but an offensive one. If AI features improve engagement, protect margins, and slow competitive leakage, Search does  not need to grow fast. It just needs to not erode. That buys Alphabet time. The Cloud Question Google Cloud remains the swing factor. Wall Street wants to see cle

The upcoming earnings report for Alphabet on February 4 is highly anticipated, especially given the company's recent surge in market value, now standing at over 4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of2.64, which represents a 23% year-over-year (YoY) increase, and revenue of $111.3 billion, marking a 16% YoY growth. The key areas of focus include: AI Momentum and Google Cloud Growth: The question on everyone's mind is whether the current momentum in Artificial Intelligence (AI) can significantly boost Google Cloud's growth. Google Cloud has been a critical component of Alphabet's strategy to diversify its revenue streams beyo

AI Momentum and Google Cloud Growth AI as a reacceleration vector • The prevailing view on Street expectations is that AI, particularly Gemini, has materially lifted investor sentiment and may begin to show through to tangible revenue growth beyond advertising alone. Recent commentary highlights that Gemini integration is expected to aid growth in search advertising by improving user engagement and monetisation.  • Cloud remains the fastest-growing reporting segment for Alphabet, with triple-digit backlog growth noted in prior quarters and forecasted continued acceleration.  • Analysts are specifically watching whether AI enhancements can drive meaningfully faster growth in Google Cloud, not just in headline top-line figures but also in margin expansion and a path to sustained pr

🌟🌟🌟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

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast: $2.64 - Prior Year: $2.15 - Percentage Change: ((2.64 - 2.15) / 2.15) * 100 = 22.79% **Total Revenue:** - Forecast: $111,283,688,710 - Prior Year: $96,469,000,000 - Percentage Change: ((111,283,688,710 - 96,469,000,000) / 96,469,000,000) * 100 = 15.35% **EBIT:** - Forecast: $36,973,618,500 - Prior Year: $30,972,000,000 - Percentage Change: ((36,973,618,500 - 30,972,000,000) / 30,972,000,000) * 100 = 19.38% **Significance of Changes:** The significant increases in EPS, total revenue, and EBIT indicate strong financial performance and growth for Alphabet (GOOG). The double-digit growth percentages suggest robust operational efficiency and market expansion. ### Quarte

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$Alphabet(GOOG)$  sohel.gog..

In 1997, 20% of U.S. households had access to the internet. A dozen years later, owners of iconic newspapers like the Los Angeles Times, Chicago Tribune, Philadelphia Inquirer, and many more had filed for bankruptcy. Disruption came quickly for newspapers once publishing online became trivial. Contrast that to streaming, which has taken much longer to disrupt traditional TV and film media. $Netflix(NFLX)$ launched streaming in 2007, and 19 years later, one of the companies that should have been disrupted the most, $Warner Bros. Discovery(WBD)$ , is being acquired by Netflix itself for $83 billion. Disruption happens at different speeds in different industries, and there are good reasons why. Different indu

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. (NASDAQ: GOOG) based on growing optimism from top analysts and influencers. Jim Cramer has highlighted Alphabet’s enduring dominance in search and the strong growth of YouTube, while recent attention on the Gemini AI platform—especially its anticipated partnership with Apple—adds a promising catalyst. Supporting this bullish view, RBC Capital raised its price target to $375 and Bank of America lifted theirs to $370, both maintaining Buy ratings. These factors reinforce my confidence in GOOG’s growth potential and long-term value, making this an opportune time to increase exposure.

$Alphabet(GOOG)$ I’ve added to my position in GOOG based on growing bullish sentiment and strong fundamentals. Over the past few months, Jim Cramer has highlighted Alphabet’s leadership in search and the ongoing growth of YouTube, but more recently his attention has shifted to the Gemini AI platform, which shows strong potential and has already secured a predicted deal with Apple. Analyst support is strengthening as well—RBC Capital raised its price target to $375, while Bank of America lifted theirs to $370, both maintaining Buy ratings. These developments reinforce Alphabet’s growth trajectory and long-term investment appeal.

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

$GOOG 20260220 310.0 CALL$  

$Alphabet(GOOG)$ $Microsoft(MSFT)$  is down due to negligible growth in Azure cloud, so fear spilled over to GOOGL. $Alphabet(GOOGL)$  shouldn't have a problem. Could be manipulation; market works in mysterious ways.

AI Momentum and Google Cloud Growth AI as a reacceleration vector • The prevailing view on Street expectations is that AI, particularly Gemini, has materially lifted investor sentiment and may begin to show through to tangible revenue growth beyond advertising alone. Recent commentary highlights that Gemini integration is expected to aid growth in search advertising by improving user engagement and monetisation.  • Cloud remains the fastest-growing reporting segment for Alphabet, with triple-digit backlog growth noted in prior quarters and forecasted continued acceleration.  • Analysts are specifically watching whether AI enhancements can drive meaningfully faster growth in Google Cloud, not just in headline top-line figures but also in margin expansion and a path to sustained pr

The Setup Alphabet has crossed the $4 trillion mark, riding a renewed AI narrative and sitting just shy of all time highs ahead of Feb 4 earnings. Expectations are ambitious but not reckless: $2.64 EPS (+23% YoY) and $111.3B revenue (+16%). The real question is not whether Alphabet beats. It is where the growth is coming from next. Why This Earnings Is Different This quarter is less about Search stability and more about AI translation into dollars. Investors want proof that Gemini is not just a defensive tool, but an offensive one. If AI features improve engagement, protect margins, and slow competitive leakage, Search does  not need to grow fast. It just needs to not erode. That buys Alphabet time. The Cloud Question Google Cloud remains the swing factor. Wall Street wants to see cle

The upcoming earnings report for Alphabet on February 4 is highly anticipated, especially given the company's recent surge in market value, now standing at over 4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of4trillion,justbehindNvidia.Theexpectationsarehigh,withWallStreetanticipatinganearningspershare(EPS)of2.64, which represents a 23% year-over-year (YoY) increase, and revenue of $111.3 billion, marking a 16% YoY growth. The key areas of focus include: AI Momentum and Google Cloud Growth: The question on everyone's mind is whether the current momentum in Artificial Intelligence (AI) can significantly boost Google Cloud's growth. Google Cloud has been a critical component of Alphabet's strategy to diversify its revenue streams beyo

In 1997, 20% of U.S. households had access to the internet. A dozen years later, owners of iconic newspapers like the Los Angeles Times, Chicago Tribune, Philadelphia Inquirer, and many more had filed for bankruptcy. Disruption came quickly for newspapers once publishing online became trivial. Contrast that to streaming, which has taken much longer to disrupt traditional TV and film media. $Netflix(NFLX)$ launched streaming in 2007, and 19 years later, one of the companies that should have been disrupted the most, $Warner Bros. Discovery(WBD)$ , is being acquired by Netflix itself for $83 billion. Disruption happens at different speeds in different industries, and there are good reasons why. Different indu

🌟🌟🌟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

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast: $2.64 - Prior Year: $2.15 - Percentage Change: ((2.64 - 2.15) / 2.15) * 100 = 22.79% **Total Revenue:** - Forecast: $111,283,688,710 - Prior Year: $96,469,000,000 - Percentage Change: ((111,283,688,710 - 96,469,000,000) / 96,469,000,000) * 100 = 15.35% **EBIT:** - Forecast: $36,973,618,500 - Prior Year: $30,972,000,000 - Percentage Change: ((36,973,618,500 - 30,972,000,000) / 30,972,000,000) * 100 = 19.38% **Significance of Changes:** The significant increases in EPS, total revenue, and EBIT indicate strong financial performance and growth for Alphabet (GOOG). The double-digit growth percentages suggest robust operational efficiency and market expansion. ### Quarte

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

$Alphabet(GOOG)$  sohel.bnp.pm.fixit mp

$Alphabet(GOOG)$  sohel.gog..

$Alphabet(GOOG)$ I added to my position in Alphabet Inc. (NASDAQ: GOOG) based on growing optimism from top analysts and influencers. Jim Cramer has highlighted Alphabet’s enduring dominance in search and the strong growth of YouTube, while recent attention on the Gemini AI platform—especially its anticipated partnership with Apple—adds a promising catalyst. Supporting this bullish view, RBC Capital raised its price target to $375 and Bank of America lifted theirs to $370, both maintaining Buy ratings. These factors reinforce my confidence in GOOG’s growth potential and long-term value, making this an opportune time to increase exposure.

$Alphabet(GOOG)$ I’ve added to my position in GOOG based on growing bullish sentiment and strong fundamentals. Over the past few months, Jim Cramer has highlighted Alphabet’s leadership in search and the ongoing growth of YouTube, but more recently his attention has shifted to the Gemini AI platform, which shows strong potential and has already secured a predicted deal with Apple. Analyst support is strengthening as well—RBC Capital raised its price target to $375, while Bank of America lifted theirs to $370, both maintaining Buy ratings. These developments reinforce Alphabet’s growth trajectory and long-term investment appeal.

$GOOG 20260220 310.0 CALL$  

$Alphabet(GOOG)$ $Microsoft(MSFT)$  is down due to negligible growth in Azure cloud, so fear spilled over to GOOGL. $Alphabet(GOOGL)$  shouldn't have a problem. Could be manipulation; market works in mysterious ways.