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Price · 180d
$380.34
Thesis
Alphabet is a full-stack AI company that owns its own training silicon (TPU), frontier models (Gemini), and the most mature autonomous-driving deployment in the market (Waymo). Few competitors control as much of the vertical.
Why it matters
Waymo is a real, revenue-generating autonomy business, not a research project — a rare existence proof that the autonomous-systems thesis can ship. The TPU program is a structural hedge against compute scarcity.
Catalysts
- Waymo expansion to new metros
- Gemini enterprise monetization
- TPU external availability