$GOOG 20251017 230.0 CALL$  Just made a bold call on Alphabet (GOOGL) hitting $230 — and I’m feeling confident about it. Here’s why I’m extremely bullish on Google right now:

First, their fundamentals are rock solid. Google’s latest earnings absolutely crushed expectations. EPS came in at $2.81 for the last quarter, significantly up from the previous year. With a trailing 12-month EPS of $9.15 and consistent double-digit growth, the earnings momentum is real and sustainable. Revenue growth remains healthy across all segments, particularly in cloud and YouTube.

The company is also an absolute cash machine. We’re talking about over $75 billion in free cash flow annually. That kind of liquidity gives them massive flexibility — whether it’s expanding into new verticals, buying back stock, or funding cutting-edge R&D. They’ve also just approved a $70 billion buyback and are even starting to pay a dividend. Alphabet is no longer just a growth stock — it’s turning into a total return beast.

Now let’s talk about the future: AI and data centers. Google is going all-in. Their planned $75 billion CapEx this year is focused heavily on building out next-gen data centers optimized for AI. They’re expanding infrastructure faster than anyone — investing in TPUs, AI-accelerated servers, and a global footprint that supports massive workloads for the future of cloud and generative AI.

Google Cloud itself is becoming a major profit engine. Revenue from GCP is up nearly 30% year-over-year, and operating margins are finally climbing. With their AI stack now used by thousands of enterprise customers, the synergy between AI, cloud, and search is only getting stronger.

Simply put: this is no longer the “search ad” company people thought it was a few years ago. Alphabet is now an AI powerhouse with huge free cash flow, incredible margins, and one of the strongest balance sheets in the world.

The market still hasn’t fully priced in the AI-driven growth and the monetization of new business lines. I believe $230 is not just achievable — it’s conservative if this momentum continues.

Let’s go, Google. Long and strong.