·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 min readAlphabet 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.
·8 min readRuslan 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.
·8 min readAlphabet 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.
·8 minAlphabet 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.
·5 minAlphabet 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.