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Price · 1Y
$319.74
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
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 22Financial resultsSEC
Alphabet files 8-K (items 2.02, 9.01) disclosing results of operations and financial condition.
- Jun 5OtherSEC
Alphabet files 8-K with items 1.01, 3.03, 5.03, 9.01 covering material agreement, security holder rights modification and bylaw amendments.
- Jun 5LeadershipSEC
Alphabet 8-K item 5.02 filed regarding director/officer departure, election, or appointment.
- Jun 4OtherSEC
Alphabet filed Form 8-K covering items 1.01 (material definitive agreement), 7.01, 8.01 and 9.01.