OTIS → $69.00 by Oct 26, 2026.

14 write-ups from Substack worth reading, all published within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **AlphaSeeker** on [**Alphabet**](https://alphaseeker84.substack.com/p/alphabet-inc-goog-q2-2026-results) (🇺🇸 GOOG US - US$3.9tn) Best quarter in company history: 24% revenue growth, 34% operating margins. Then raised $49.6B equity, stopped buybacks, and turned free cash flow negative. Something has shifted. **Archive Invest** on [**Microsoft**](https://archiveinvest.substack.com/p/627b-in-contracted-revenue-azure) (🇺🇸 MSFT US - US$2.8tn) $627B in contracted future revenue, Azure growing 40%. Nearly half …