Ticker archive
What was said about Alphabet (Waymo)
This is the TubeRank file on GOOGL. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
GOOGLAlphabet (Waymo)
$351.16as of 10h ago
The record, in brief
6 calls from 4 channels are on file for GOOGL. None have resolved yet, so there is no hit rate to report. 1 is still pending. The record leans bearish: 1 bullish and 5 bearish.
- On file
- 6
- Hit rate
- —
- Pending
- 1
- Channels
- 4
recorded calls
nothing resolved yet
awaiting a result
1 bullish · 5 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Michael Tyler3 callsBearishThe YouTuber highlights that Alphabet has nearly a trillion dollars of off-balance-sheet debt commitments tied to AI infrastructure, which could pressure its credit rating and operating income over the next several years. He expresses general caution toward hyperscalers, including Alphabet, until spending becomes more sustainable.
The YouTuber highlights that Alphabet has nearly a trillion dollars of off-balance-sheet debt commitments tied to AI infrastructure, which could pressure its credit rating and operating income over the next several years. He expresses general caution toward hyperscalers, including Alphabet, until spending becomes more sustainable.
Earlier theses (2)
Tyler points out that Google has shifted from being a consistent net repurchaser of 3-5% of its share float annually to now diluting shareholders by about 2% this year, framing it as a bearish capital allocation reversal that Wall Street is reacting negatively to.
Google faces higher expectations heading into earnings as it's near all-time highs, making it more vulnerable to disappointment. The YouTuber suggests Google and Amazon are more likely to have neutral or bad earnings compared to other big tech names.
“I don't like AI hardware stocks. I don't really like the hyperscalers either until they start spending in a more reasonable sustainable way.”
“It's a complete flip-flop and Wall Street's done with it.”
“I think if we are going to have more bad earnings, companies that kind of lean more neutral, it's probably Amazon and Google.”
Solving The Money Problem1 callStrongly BearishThe speaker is highly dismissive of Waymo's competitive position against Tesla's Cybercab, citing much higher hardware costs, a fragile non-generalized autonomy approach, and far more limited production/deployment scale. He believes Waymo will be overtaken and left far behind by Tesla in the robotaxi race.
The speaker is highly dismissive of Waymo's competitive position against Tesla's Cybercab, citing much higher hardware costs, a fragile non-generalized autonomy approach, and far more limited production/deployment scale. He believes Waymo will be overtaken and left far behind by Tesla in the robotaxi race.
Tom Nash1 callStrongly BullishTom Nash argues Google is a dominant 'landlord' of the AI industry via cloud infrastructure, and that its 22% drop from 52-week highs is a buying opportunity given accelerating cloud growth and margin expansion from in-house TPUs. He models an 80% upside to $560 per share by 2030 even using conservative growth assumptions.
Tom Nash argues Google is a dominant 'landlord' of the AI industry via cloud infrastructure, and that its 22% drop from 52-week highs is a buying opportunity given accelerating cloud growth and margin expansion from in-house TPUs. He models an 80% upside to $560 per share by 2030 even using conservative growth assumptions.
Jo Bhakdi1 callStrongly BearishWaymo's lidar-dependent approach to autonomous driving is fundamentally flawed and unscalable. The company's organizational design is optimized for failure because lidar prevents true AI development and world understanding.
Waymo's lidar-dependent approach to autonomous driving is fundamentally flawed and unscalable. The company's organizational design is optimized for failure because lidar prevents true AI development and world understanding.