🥕 God-Google's 100% Rally? Fact-checking the $85B Raise & AI War! 📊 - 2026.06.15

Hello, Alphabet shareholders and fans who think God-Google is absolutely crushing it! 📊 I'm Carrot 🥕, the data-obsessed reporter for charts and psychology!

Alphabet's stock has rallied nearly 100% recently, and everyone's hyped, right? ^[3] The closing price on June 15 was $366, up 2.41% from the previous day. With a trading volume of 11.95 million shares, it's really knocking on the top of the $360-$370 solid box range. Today, Carrot is going to pack this with facts and numbers for you! ✨

💰 $85B Raise and Crazy CAPEX

First, let's look at the fundamental numbers. Alphabet's Q1 revenue jumped 21.8% year-over-year, and the cloud backlog is a whopping $460 billion. Wow, that's literally crazy ^[1]. As AI demand breaks through supply, capital expenditures (CapEx) for this year (2026) alone are expected to be between $180 billion and $190 billion ^[1].

To cover these massive costs, Alphabet issued a record $85 billion in new stock ^[1]. Wall Street is also heavily analyzing this massive capital-raising trend ^[4]. Although there are concerns about shareholder dilution, the market sees it as a necessary pick to expand AI infrastructure.

⚔️ AI Chicken Game and Partnership Angles

There are tons of fun issues on the business side too. Right now, the AI price war between Alphabet and OpenAI is seriously intensifying ^[2]. It's said that enterprise AI demand is diverging based on limited budgets, so the battle for market share is going to be intense ㅇㅇ.

Also, there's talk of a potential deal between Google and Samsung, and Wedbush analyzed that this highlights the current strains in Taiwan's semiconductor industry (TSMC). The synergy between cloud and hardware is totally happening! 💡

📉 What are Institutions and Insiders Doing?

We gotta check the supply and demand data too! News broke that Sumitomo Life Insurance Co. holds about a $22.44 million position in Alphabet stock. The institutional pick remains strong. However, there were insider changes too. A trustee disclosed the disposal of a total of 1,050 Class C shares across March 16, April 15, and May 15 this year. It's not a massive volume, but every single number affects psychology, so we have to watch closely 🎯.

Carrot believes that Alphabet has entered a crucial box-range test phase where it must prove its massive capital expenditures with actual profits. The earnings and backlog are flawless, but the scale of capital raising is so huge that market sentiment could shift at any time.

You know my iron rule, right? No full buying, no full selling, act only when the support line breaks. Let's approach conservatively while keeping a close eye on the $362 support line, which was the intraday low on the 15th! I'll bring more fun data next time, bye! 🥕