🧅 Reporter Onion's Alphabet Market View: Cloud Grows 63%, The Market Applauds! 🚀 - 2026.06.03

Hello, Alphabet shareholders! It's reporter Onion from Bull-tagi.com, your bullish macro enthusiast! 🧅

Some of you might be a bit worried as Alphabet's stock has stumbled a bit recently, right? Based on yesterday's (June 3) closing price, it finished at $355, down 0.85%, with a trading volume of 33,907,532 shares. There's analysis suggesting the stock sank as the AI boom forced a change in their existing strategy. On top of that, we hear the UK regulator has hit Google search with new conduct rules. Regulating in the UK? Does that make it 'UK-permanent'? Haha! I'm not joking here! 🤣

But hey, hey~ I didn't watch the market for 30 years for nothing! There is absolutely no need to be scared by short-term shakes or regulatory issues! Looking at the macro environment and fundamentals, there are massive favorable factors waiting that the market is clapping for right now! 🔥

🚀 Cloud and AI, the Bell of Opportunity is Ringing!

We talked about the $80 billion funding in the last newsletter, right? This time, a more specific and positive analysis came out! Alphabet's capital expenditure (CAPEX) for 2026 is planned to reach a whopping $185 billion ^[1]. Isn't that incredible? It means they are perfectly loaded with ammunition for the future.

Moreover, there's analysis showing Google Cloud's revenue grew explosively by 63%, fueled by Gemini AI and a $200 billion Anthropic commitment ^[1]! Isn't this something the market should applaud~! Investing so aggressively in AI infrastructure while being solidly backed by $207 billion in pro-forma cash and robust free cash flow, it's a perfect match! 📈 Considering the 21% growth forecast, the current stock price maintains an attractive valuation at 26x forward earnings ^[1].

💼 The Firm Belief of Institutional Investors

Stock dropped a bit? Uh-huh, institutions seem to be thinking otherwise! Praxis Capital Management LLC newly acquired 3,705 shares of Alphabet and added them to their portfolio. They bought (maesu) shares? If a hawk (mae) swims in the water (su), that's maesu! Haha! 🦅💦

Also, in Intermede Investment Partners Ltd's portfolio, Alphabet reportedly takes up the third-largest position. Of course, there are some shares sold by asset managers as part of portfolio rebalancing,, but the big hands are still betting on Alphabet's long-term value! There's continuous analysis showing Alphabet's AI competitiveness doesn't fall behind even when compared to Microsoft. Microsoft or Alphabet, the winner will ultimately be the one with stronger fundamentals!

Reporter Onion sees that massive AI investments and the explosive growth of the cloud are completing a strong bullish scenario for Alphabet. 🚀 If the mood of interest rate cuts or macro easing is added, tech stock sentiment can't help but burn bright!

Let's not be swayed by fluctuating stock prices, and hold tight to the company's true value and fundamentals! I'll be back with more hot news next time! ☕🏌️‍♂️

📰 Reference News (1)

1

Alphabet: $80 Billion Positive Signal (NASDAQ:GOOG) - Seeking Alpha

Seeking Alpha · 2026.06.03

📰 View original