Alphabet: 'Code Red' Is Why I Am Going All-In At The Top
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Silicone Scrooge Insights346 FollowersFollow5ShareSavePlay(10min)Comments(2)SummaryAlphabet delivered record Q3-25 results, surpassing $100B in quarterly net revenue and posting 35% YoY earnings growth, driven by AI and cloud momentum.GOOG raised 2025 capex guidance to $91–93B, reflecting confidence in accelerating AI adoption and cloud demand, particularly via Gemini 3 and GCP.Google Cloud Platform outpaced AWS and Azure with 34% YoY revenue growth and a $155B backlog, positioning GOOG for continued market share gains.I rate Alphabet a Buy, citing robust AI-led growth, competitive valuation at 28.1x FWD earnings, and limited downside risk from strong profitability.Nicolae Popescu/iStock via Getty Images Alphabet (GOOG) (GOOGL) (GOOG:CA) experienced significant price upward movement following the release of its Q3-25 earnings, which demonstrated exceptional financial and operational strength, especially on the Google Cloud Platform ('GCP'). For the first time, AlphabetThis article was written bySilicone Scrooge Insights346 FollowersFollowI’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment frontiers. My portfolio is primarily centered around leading AI-related companies such as NVIDIA and others at the forefront of this technological revolution. I believe we’re only in the early stages of AI’s impact, and the coming decade will present remarkable opportunities for both retail and institutional investors. My goal is to continue learning, sharing insights, and building long-term wealth by investing in the technologies shaping our future.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You