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Alphabet

1 report on Alphabet (GOOGL) by Bristlemoon Capital, summarized: the thesis, evidence and key numbers. Latest: Jul 28, 2026.

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GOOGL Alphabet

Google’s AI Return on Investment – Bristlemoon Research

Bristlemoon Capital says Alphabet's AI ROIC is 49% after excluding idle capex, with $123B backlog and Q2 2027 activation.

Bristlemoon Capital
Jul 28, 2026