GOOGL analysis - post-Q2 2026 restrategy

Built 2026-07-29/30 · spot ~$334 · private (Cloudflare Access) · not licensed financial advice

Supply/demand durability: energy, memory, siting, demandFirst-principles watts model, Jevons evidence, component un-tighten dates, siting haircut, and the six-tripwire regime dashboard. Horizon distributions, backtests & adversarial reviewSix-lens overlaid distributions (6/12/60mo) vs market-implied, three backtests, adversarial verdicts and the weighting-sensitivity EV table. Deep dive: business lines, cost engine, 2-year frameworkSegments, capex/depreciation, buildout status, Street map, five scenario bands with preconditions, catalyst calendar. Options restrategyPosition triage, short-put/spread scenarios, collar quotes, margin & tax mechanics, Anthropic/GCP concentration. Interactive options reportDistribution editor, hedge builder, scenario Monte Carlo, option EV calculators on the live chain.

Companion reference (public): options-spreads.dottl.xyz - the credit-spread management playbook. Source data archived in portfolio_history.db; raw price history under data/.