Someone Bet $11.5 Million on Google Calls the Day Alphabet Signed a $30 Billion SpaceX Deal

Three bullish Alphabet call trades hit the tape in a single session with $19 million in total premium and three completely different structures all pointing in the same direction. That is not random. One call sweep you can dismiss. Three coordinated structures across different strikes and expirations starts to feel like signal. The context makes it even more interesting. Alphabet just signed a $30 billion compute deal with SpaceX, announced an $80 billion equity raise backed by Berkshire Hathaway, and secured a $25 billion AI infrastructure deal with Blackstone. Google Cloud crossed $20 billion in quarterly revenue for the first time. The LEAP trade expiring December 2028 at a strike nearly 50 percent above current price is a bet that the market is severely underestimating where AI infrastructure takes Alphabet over the next two and a half years. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 0:00 Three bullish Alphabet trades in one session 0:31 Trade one: $11.5M in July $300 calls deep in the money 1:04 Trade two: $6.5M in August $415 calls nine times the open interest 1:45 Trade three: December 2028 $535 LEAP bet 2:25 Why three structures matter more than one sweep 2:49 The $30 billion SpaceX compute deal explained 3:16 Berkshire Hathaway Blackstone and the $80B equity raise 3:43 Google Cloud $460B backlog and the numbers behind the trade 4:33 From search company to AI infrastructure giant 5:31 Alphabet $190B capex: demand exceeds available supply 5:56 Stock up 120% and still potentially undervalued 6:43 Signal or noise: what each trade is actually betting on 7:25 Vote in the chat: which trade would you take #Alphabet #Google #OptionsTrading #CallSweep #tastylive #SignalVsNoise #AIInfrastructure #GoogleCloud tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.