The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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GOOGL

Alphabet Inc.Earnings 10/28Partly aligned
Close 349.22 (2026-10-15)28 days +0.5%1Y +38.9%28 d mentions 42

Stance mix of tracked accounts 17 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
3
Neutral
9
No stance
5
Bearish
0
Accounts BullNeuBearNone
@amitisinvestingViews ›1200
@KobeissiLetterViews ›0200
@StockSavvyShayViews ›5802
@RedDogT3Views ›3100
@ripster47Views ›0002
@jasonfurmanViews ›0001
@IBDinvestorsViews ›0002
@carlquintanillaViews ›0100
@JasonViews ›0101
@charliebilelloViews ›0100
@DanielTNilesViews ›1000
@TrendSpiderViews ›0101
@elonmuskViews ›0100
@TrungTPhanViews ›1001
@leadlagreportViews ›0100
@firstadopterViews ›1000
@Mr_DerivativesViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 7Fundamentals
  • 3Technicals
  • 1Catalyst
  • 1Macro
  • @StockSavvyShay: $GOOGL says its Willow quantum chip can produce critical quantum resources called “magic states” at 99.99% fidelity while reducing their production cost by ~40x. Interesting seeing Google make quantum computing more reliable without simply adding more hardware, potentially bringing useful quantum computers closer.
  • @StockSavvyShay: Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.
  • @firstadopter: (Reposted by @firstadopter) @tanayj: Google's 7 and 8 year old TPUs are still at 100% utilization on a ~6 year depreciation schedule, per Amin Vahdat.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral weakened (was Bullish)
Fundamentals · Long term · Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth. Compared Elon to $GOOGL as he trains AI models, runs Grok and rents out compute; Nvidia helping design infrastructure SpaceX could take into orbit with reusable rockets.
2026-10-16 02:42 HKT Original post ↗
Neutral First call
Technicals · Short term · @Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.
2026-10-15 04:37 HKT Original post ↗
Bullish First call
Fundamentals · Long term · (Reposted by @firstadopter) @tanayj: Google's 7 and 8 year old TPUs are still at 100% utilization on a ~6 year depreciation schedule, per Amin Vahdat.
2026-10-14 23:33 HKT Original post ↗
Scott Redler @RedDogT3Views ›
Neutral weakened (was Bullish) 7d: weakened
Basis not tagged · Scott Redler promotes free Dog Bytes newsletter after seeing today's candle, noting potential big opportunities in names like $META $GOOGL $MU and more.
2026-10-14 21:03 HKT Original post ↗
The Kobeissi Letter @KobeissiLetterViews ›
Neutral First call
Technicals · Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th, adding +16 percentage points to the index’s +23% gain. $NVDA contributed the most (13% of gain, +3 pp), followed by $MU, $AAPL and $MSFT (each 9%, +2 pp), $AMD 8% and $GOOGL 7%. Remaining 490 stocks accounted for just 30% (+7 pp). Diversification is dead.
2026-10-14 13:00 HKT Original post ↗
Bullish First call
Fundamentals · Long term · (Reposted by @TrungTPhan) @bearlyai: Google DeepMind trained a humanoid robot (Apptronik) to play cornhole from video alone, hitting 7 in a row.
2026-10-14 04:38 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
Neutral First call
Fundamentals · @leadlagreport: FERC told PJM it cannot switch off new data centers first and call that a market. A private Google deal added 890 MW of new nuclear supply, while the mandated auction added 525 MW.
2026-10-14 04:30 HKT Original post ↗
Neutral First call
Basis not tagged · @elonmusk congratulates Google on launching Gemini 4 Argon and says CEOs posting directly on X is far more effective than press releases for getting messages out and driving sales.
2026-10-14 02:39 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
2026-10-13 20:45 HKT Original post ↗
Neutral weakened (was Bullish) 7d: weakened
Basis not tagged · @amitisinvesting's daily recap: $META unveiled its Muse Wonder AI models, $AVGO CEO Hock Tan likened many AI investors to casino gamblers, and $ONDS and $PLTR launched Regna AI for edge defense models. $SPY traded just 18.3M shares, its lowest full-session volume since Dec 26, 2003, and breadth is weak, with 84% of S&P 500 stocks at least 10% below their highs while the index sits 0.2% below its record; 42 AI-related stocks drove 67% of the index's return since 2024. The post also mentions $GOOGL simplifying Gemini but is cut off.
2026-10-13 09:23 HKT Original post ↗
Neutral First call
Technicals · @TrendSpider asks if you managed to snag $GOOG below the 200-day. Quoted post notes Google doesn't tend to stay down here for long, mentioning $GOOG $GOOGL.
2026-10-13 06:00 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @IBDinvestors) @jfahmy shares a MarketSurge chart of $GOOGL earnings, sales and the next two quarters' estimates. The figures are in the image and not stated in the text.
2026-10-13 02:13 HKT Original post ↗
Bullish First call
Macro · Last week S&P +1.2% hit new ATH despite mixed signals. Continues to like $GOOGL after Argon and Gemini agent, and $NVDA expecting outperformance to Nov 19 earnings especially vs semis. Notes $MU -4% despite solid earnings as AI trade counterpoint, $KBWB down 12.1% since Aug 14, watching bank earnings. Mentions $META.
2026-10-12 03:35 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Valuation · Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.
2026-10-11 23:11 HKT Original post ↗
Jason Calacanis @JasonViews ›
Neutral First call
Macro · Uber will have as many AVs in their network as Tesla and Waymo, across 10,000 cities and 30 partners. Projects 75-125m+ AVs globally in 10-15 years, Tesla owning 30-40m, Uber 35m, Waymo 10-15m. Rides explode as price hits under $1 a mile.
2026-10-11 09:53 HKT Original post ↗
Carl Quintanilla @carlquintanillaViews ›
Neutral First call
Valuation · （@carlquintanilla 轉發）標普五大股 $NVDA $AAPL $GOOGL $MSFT $AMZN 市值等於最小 434 檔股票的總和，集中度史上最高。
2026-10-09 16:43 HKT Original post ↗
No stance
Macro · In 2025 just five companies (Amazon, Alphabet, Meta, Microsoft and Oracle) were responsible for 37 percent of the global capex of the top 100 U.S.-listed nonfinancial companies. The last time investment was that concentrated was the early 1970s, when AT&T reigned supreme.
2026-10-08 21:28 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 29 posts · Bull 9 / Bear 0
    @StockSavvyShay: Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth. Compared Elon to $GOOGL as he trains AI models, runs Grok and rents out compute; Nvidia helping design infrastructure SpaceX could take into orbit with reusable rockets. (Neutral)
  • 10/3–10/9 · 13 posts · Bull 3 / Bear 0
    @amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

GOOGLEarnings 10/28 Neutral weakened2026-10-16 02:42 HKTOriginal post ↗

Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth. Compared Elon to $GOOGL as he trains AI models, runs Grok and rents out compute; Nvidia helping design infrastructure SpaceX could take into orbit with reusable rockets.

See original

Jensen Huang says $NVDA and $SPCX engineers are working on “a new type of server” for AI data centers in space that could also work on Earth. Jensen also compared Elon to $GOOGL because he trains AI models, runs Grok and rents out compute and now Nvidia is helping design the infrastructure that SpaceX could eventually take into orbit using its reusable rockets.

Image 1 ↗

Reasoning: Fundamentals · Long term

GOOGLEarnings 10/28 Bullish2026-10-16 02:14 HKTOriginal post ↗

$GOOGL says its Willow quantum chip can produce critical quantum resources called “magic states” at 99.99% fidelity while reducing their production cost by ~40x. Interesting seeing Google make quantum computing more reliable without simply adding more hardware, potentially bringing useful quantum computers closer.

See original

$GOOGL says its Willow quantum chip can produce critical quantum resources called “magic states” at 99.99% fidelity while reducing their production cost by ~40x. Really interesting seeing Google make quantum computing more reliable without simply adding more hardware which potentially brings useful quantum computers closer than I expected.

Image 1 ↗ Image 2 ↗

Reasoning: Fundamentals · Long term

GOOGLEarnings 10/28 Bullish2026-10-15 06:28 HKTOriginal post ↗

Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. This gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.

See original

Anthropic reportedly grew Q3 revenue 46% to $16.8B while telling investors it was cash flow positive for the quarter. That gives Anthropic a stronger foundation to support its ~$518B in long term compute commitments while improving demand visibility for $AVGO, $GOOGL and $AMZN.

Image 1 ↗

Reasoning: Fundamentals · Medium term

GOOGLEarnings 10/28 Neutral2026-10-15 04:37 HKTOriginal post ↗

@Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.

See original

@TradeStockData Well…. AAPL/MSFT/META near ATH’s Even NVDA/AMZN/GOOGL/TSLA all holding it down. That’s what? 40% of the weight of the SP500? Who cares what the other 493ish stocks do lol

Reasoning: Technicals · Short term

GOOGLEarnings 10/28 Bullish↻ Repost of @tanayj2026-10-14 23:33 HKTOriginal post ↗

(Reposted by @firstadopter) @tanayj: Google's 7 and 8 year old TPUs are still at 100% utilization on a ~6 year depreciation schedule, per Amin Vahdat.

See original

Google's 7- and 8-year-old TPUs are still at 100% utilization, on a ~6-year depreciation schedule (via Amin Vahdat, Google's AI Infra SVP)

Reasoning: Fundamentals · Long term

GOOGLEarnings 10/28 Neutral weakened2026-10-14 21:03 HKTOriginal post ↗

Scott Redler promotes free Dog Bytes newsletter after seeing today's candle, noting potential big opportunities in names like $META $GOOGL $MU and more.

See original

Get tomorrow's free Dog Bytes newsletter after we see today's candle. Could be big opportunities in names like $META $GOOGL $MU and more: 🛑 https://t3live.com/rd

Reasoning: Not tagged by analyst

No-stance mentions (10)
GOOGLEarnings 10/28 No stance2026-10-16 00:30 HKTOriginal post ↗

Google's next big move is brewing... $GOOG $GOOGL

See original

Google's next big move is brewing... $GOOG $GOOGL

Image 1 ↗

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance2026-10-14 04:55 HKTOriginal post ↗

@Jason says white hat hackers will make a fortune finding bugs, citing Google awarding a $250,000 Chrome full chain exploit bounty to @XBOW, and asks how bounty markets work.

See original

White hats will make a fortune finding bugs in the coming years. Security seems like a highly functioning marketplace for bounties—is it? How does it work, where can I learn more

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance↻ Repost of @bearlyai2026-10-14 03:10 HKTOriginal post ↗

(Reposted by @TrungTPhan) @bearlyai: David Silver, who built AlphaGo at DeepMind, says AlphaGo took 2 years, while AlphaZero, learning without human data, beat it in a few hours. His new startup Ineffable Intelligence applies this to build a "super learning" AI.

See original

David Silver built AlphaGo at DeepMind. Says it took 2 years to build AlphaGo to beat Lee Sedol. Afterwards, the team let go of human data and created AlphaZero to learn on its own. Once it got the algo right, it took “a few hours” to outperform AlphaGo. Silver’s new startup Ineffable Intelligence is applying the same strategy to create a “super learning” AI. At the end of the podcast, Silver makes a prediction based on progress he’s seeing the field: “I think we will achieve something which is a true super intelligence ... I originally thought within 3-5 years. My timelines have accelerated a little bit. So I'm gonna say 3 years because of what can be done with…coding agents to accelerate things."

Image 1 ↗

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

Image 1 ↗

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance↻ Repost of @jfahmy2026-10-13 02:13 HKTOriginal post ↗

(Reposted by @IBDinvestors) @jfahmy shares a MarketSurge chart of $GOOGL earnings, sales and the next two quarters' estimates. The figures are in the image and not stated in the text.

See original

View of $GOOGL earnings and sales and next two quarters estimates via @marketsurge @IBDinvestors #IBDPartner

Image 1 ↗

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance2026-10-09 02:02 HKTOriginal post ↗

Used the latest OpenAI “revenue miss” FUD to add more $CBRS today. Nothing about my long term Cerebras inference thesis has changed.

Image 1 ↗

Reasoning: Fundamentals · Long term Specific

GOOGLEarnings 10/28 No stance2026-10-09 00:15 HKTOriginal post ↗

This Utility Merger Pair Surges on Alphabet AI Deal https://www.investors.com/research/the-income-investor/utility-merger-pair-black-hills-northwestern-alphabet-ai-data-center-markets-income-investing/

Reasoning: Not tagged by analyst

GOOGLEarnings 10/28 No stance2026-10-08 21:32 HKTOriginal post ↗

$PLTR JUST BROKE ABOVE $200

Image 1 ↗

Reasoning: Technicals · Short term Specific

GOOGLEarnings 10/28 No stance2026-10-08 21:28 HKTOriginal post ↗

In 2025 just five companies (Amazon, Alphabet, Meta, Microsoft and Oracle) were responsible for 37 percent of the global capex of the top 100 U.S.-listed nonfinancial companies. The last time investment was that concentrated was the early 1970s, when AT&T reigned supreme.

Image 1 ↗

Reasoning: Macro Specific

GOOGLEarnings 10/28 No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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