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GOOGL — Ruslan Averin's Analysis · 7 entries

  1. Gemini Hacked Three Real Companies in a Security Test: What Google Confirmed, Why Alphabet Rose 0.64% and Who Pays
    ·9 min read

    Gemini Hacked Three Real Companies in a Security Test: What Google Confirmed, Why Alphabet Rose 0.64% and Who Pays

    Gemini hacked three real companies in a May test and stopped each time. Google confirmed it after 7 weeks. GOOGL +0.64%, CrowdStrike −3.3%. What it means.

  2. Alphabet Fell 5% on Good News — What the Capex Raise Actually Costs
    ·6 min read

    Alphabet Fell 5% on Good News — What the Capex Raise Actually Costs

    Ruslan Averin on Alphabet: Q2 capex hit $44.9B and the full-year outlook rose again. Shares slipped below the 100-day average as free cash flow fell 47%.

  3. Alphabet Is Quietly Being Re-Rated — and the Apple Gemini Deal Is Why I'm Paying Attention
    ·3 min read

    Alphabet Is Quietly Being Re-Rated — and the Apple Gemini Deal Is Why I'm Paying Attention

    Into the June 15 risk-on tape, Alphabet is benefiting from a structural re-rating around its TPU stack and a deal to power Apple's Siri overhaul with Gemini. Ruslan Averin breaks down why this mega-cap looks different in 2026.

  4. Ruslan Averin: Alphabet +34% Since April — The AI Stack Thesis Playing Out
    ·8 min read

    Ruslan Averin: Alphabet +34% Since April — The AI Stack Thesis Playing Out

    Alphabet has surged +34% since April, the strongest move since 2004. Q1 EPS $2.81 vs $2.30 estimate. I added at $168 and explain why the AI stack thesis is now confirmed.

  5. Alphabet Stock Analysis 2026: AI Stack Thesis and $4.8T Valuation
    ·8 min read

    Alphabet Stock Analysis 2026: AI Stack Thesis and $4.8T Valuation

    Alphabet stock analysis 2026: $109.9B Q1 revenue, 81% profit surge, Cloud $20B. Why GOOGL at 28x forward P/E may still make sense.

  6. Alphabet Q1 2026: Search Holds, YouTube Accelerates, I Added at $168
    ·8 min

    Alphabet Q1 2026: Search Holds, YouTube Accelerates, I Added at $168

    Alphabet reported Q1 revenue of $90.2B (+12% YoY), YouTube $9.4B, Cloud $12.3B at 28% margin. I added to my position at $168 post-earnings. Here's the full.

  7. Alphabet Q1 2026 Earnings Analysis: The $2.81 EPS That Rewrote the AI Narrative
    ·5 min

    Alphabet Q1 2026 Earnings Analysis: The $2.81 EPS That Rewrote the AI Narrative

    Alphabet Q1 2026 earnings analysis: $90.2B revenue, $2.81 EPS vs $2.01 expected, Google Cloud +28% YoY, $70B buyback announced.