Quick Read – Aschenbrenner’s June 2024 prediction proved right: GOOGL has doubled from $174 to $360, delivering a 107% gain as AI revenue materialized. – Google Cloud revenue surged 63% year over year to $20 billion in Q1 2026, backed by a $460 billion contracted backlog. – The…
buildout carries real risk: Q1 2026 capex doubled to $36 billion, dragging free cash flow down 47% year over year. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut. Grab the names FREE today
Back in June 2024, researcher Leopold Aschenbrenner left OpenAI’s superalignment team and predicted that Alphabet (NASDAQ:GOOGL) stock would “explode.” Two years later, that call has aged remarkably well. The stock has done exactly what he said it would, and the underlying business matches the picture he sketched.”I care about it once you get the AI beta. Right.
And so at some point Google will get $100 billion of revenue from A.I. probably their stock will explode.” The Stock Did Explode When Aschenbrenner recorded that episode, Alphabet was trading at $173.81. As of Friday’s close, shares sit at $359.68, a 107% gain from the day his episode aired. The one-year return alone is 105%.