Alphabet (NASDAQ:GOOGL) may be sitting on a transportation asset that investors still struggle to value. Waymo’s $126 billion private valuation and more than 500,000 weekly autonomous rides show commercial scale, but the bigger upside depends on whether zero-driver economics improve as the fleet grows. If margins strengthen alongside expansion, Waymo could become a second major growth platform inside Alphabet.
Stock prices used were the market prices of Aug. 18, 2026. The video was published on Aug. 30, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
