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$GOOGL · $37 Billion Windfall: The Hidden Winner in Anthropic & SpaceX
now playing · $GOOGL
$GOOGL···bullish· high· postravis hoium
Alphabet is the hidden AI winner via Anthropic and SpaceX equity stakes plus cloud infrastructure
Alphabet owns ~14% of Anthropic (worth $50B+ at current valuation, potentially $100-200B+ if Anthropic reaches $1T+) and ~10% of SpaceX (~$200B stake), while Google Cloud's 40% gr…
$ANTHROPICbullish· hightravis hoium
Anthropic revenue tripled to $30B run rate in three months, potential $1T+ valuation
Anthropic's run-rate revenue surged from $9B to $30B in Q1 2026, implying extraordinary growth. At its last $380B valuation (February 2026), a $1T+ public valuation would make Alp…
$SPCX···bullish· mediumtravis hoium
Alphabet's ~10% SpaceX stake worth ~$200B as XAI merges into SpaceX
Alphabet owns approximately 10% of SpaceX, now valued around $2T. With XAI folded into SpaceX, this stake represents another ~$200B of hidden equity value on Alphabet's balance sh…