GOOGL · suggested 2026-07-19
Alphabet owns Google Search, YouTube, Android, the Google Cloud arm and the Gemini AI models. It sits across advertising, cloud and AI, and is the cheapest of the mega-caps on earnings. Liked for the moat and valuation; watched for an antitrust overhang and an earnings date this week that can move it sharply either way.
Where this sits in the cycle
An advertising-plus-cloud giant geared to ad budgets and cloud demand. It reports first of the mega-caps this week, so it sets the tone; the risk is a soft cloud or capex number that confirms the AI-spend worry now hitting the group.
The diary
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GOOGL · suggested 2026-07-19
319,74 USD
-7,8% since suggestion at 346,77 USD
iShares Global Tech Index, the bet to beat: -0,3% over the same stretch
Daily closes, the newest refreshed through the trading day.
Today the price sits 12% below its 50-day average and 1% below its 200-day average.