GOOGLAlphabet Inc

AI hype is getting absolutely wild. Investors keep piling into anything tied to artificial intelligence, and some of these valuations are starting to look straight-up insane. Bulls say AI is the future, bears say the market’s getting ahead of itself again. One thing’s for sure, Wall Street is throwing big money at AI names right now. $AI $NVDA $MSFT $GOOGL $AMZN $META

Reuters says The Information reported Anthropic committed to spend $200B over 5 years on Google Cloud/TPUs, with capacity reportedly starting in 2027, potentially a huge piece of $GOOGL's Al cloud backlog. That makes the Google debate sharper: is $GOOGL becoming a real Al infrastructure winner beyond Search/YouTube, or should investors apply a concentration discount if more cloud backlog depends on a few model labs like Anthropic?

After earnings, $GOOGL honestly looks stronger than people expected. The whole “search is dead” thing didn’t really happen, and their AI stuff is actually working. A lot of people I know believe the $10T idea… which is still like 100% upside.

But they still don’t buy. Always waiting for a dip, or something “better.” Is this just anchoring bias or what 

Why is it so hard to just go with the obvious winners?

Feels like people aren’t really paying attention to $GOOGL right now. They’ve got a massive backlog, and if even half of it hits over the next two years, cloud alone could rival what $AAPL made in 2025. If margins hold up, this could justify a way bigger valuation. Market might be sleeping on this.

$GOOGL makes over $200 billion yearly just from ads. Growth is at around 10% now. It’s huge, and I think that they will keep growing at this rate. Definitely adding some shares.

Trump knows damn well there's a ton of heavy hitting earnings dropping this week and he wants them to land clean. Big tech is on deck with names like $MSFT , $AMZN, $META, and $GOOGL all reporting, and the market's been waiting on these numbers to set the tone for the rest of earnings season.

If the guidance comes in solid and they beat expectations, we could see some real momentum. But the numbers need room to breathe. The last thing these reports need is the constant drag from the Iran situation hanging over everything. Geopolitical noise like that creates uncertainty around energy costs, supply chains, and overall risk appetite.

Trump's been pushing to dial that down, and it makes sense. Positive earnings plus no major headwinds from the Middle East would give the market some strong tailwinds for a change. Right now it feels like the Iran stuff is just background static for a lot of traders, but clear progress there would remove a real overhang.

We'll see how it plays out. Earnings will tell the real story either way

it is really impressive to see Alphabet hitting these new peaks lately. i am curious if the plan for Meta to use $GOOGL tpu chips will truly shift the balance in the ai infrastructure market by 2027. what do you all think about this partnership for the long term?

it’s encouraging to see alphabet climbing as those fears about an ai bubble seem to be cooling down. i’m wondering if this move for $GOOGL is the start of a much bigger trend for the sector. what’s your take on the current momentum?

$GOOGL is under trouble as AI-powered alternatives are challenging traditional search. While the company is still quite strong, do you think they'll face trouble because of AI?