Alphabet: Trade the Capex Shock - Buy the Offload Optimism into Google Cloud Strength
Alphabet just raised 2026 capex guidance toward $200B as Google Cloud booms. If management can credibly offload $250B+ of infrastructure risk — via partnerships, sale-leasebacks, or third-party capital — the stock should re-rate. This actionable swing trade buys that narrative now at $340.36 with a tight stop and a $375 target over 45 trading days.