GOOGL
Alphabet (Waymo)$351.16live · 9h agoTotal predictions
6
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
1
Bull / Bear
1 / 5
direction split
YouTubers covered
4
Not enough data to plot yet.
Predictions (6)
Michael Tyler3 callsBearish
The YouTuber highlights that Alphabet has nearly a trillion dollars of off-balance-sheet debt commitments tied to AI infrastructure, which could pressure its credit rating and operating income over the next several years. He expresses general caution toward hyperscalers, including Alphabet, until spending becomes more sustainable.
Earlier theses (2)
Tyler points out that Google has shifted from being a consistent net repurchaser of 3-5% of its share float annually to now diluting shareholders by about 2% this year, framing it as a bearish capital allocation reversal that Wall Street is reacting negatively to.
Google faces higher expectations heading into earnings as it's near all-time highs, making it more vulnerable to disappointment. The YouTuber suggests Google and Amazon are more likely to have neutral or bad earnings compared to other big tech names.
Solving The Money Problem1 callStrongly Bearish
The speaker is highly dismissive of Waymo's competitive position against Tesla's Cybercab, citing much higher hardware costs, a fragile non-generalized autonomy approach, and far more limited production/deployment scale. He believes Waymo will be overtaken and left far behind by Tesla in the robotaxi race.
Tom Nash1 callStrongly Bullish
Tom Nash argues Google is a dominant 'landlord' of the AI industry via cloud infrastructure, and that its 22% drop from 52-week highs is a buying opportunity given accelerating cloud growth and margin expansion from in-house TPUs. He models an 80% upside to $560 per share by 2030 even using conservative growth assumptions.
Jo Bhakdi1 callStrongly Bearish
Waymo's lidar-dependent approach to autonomous driving is fundamentally flawed and unscalable. The company's organizational design is optimized for failure because lidar prevents true AI development and world understanding.