What is Roundtable 100?

Roundtable 100 is the weekly power ranking of the top 100 investable tech growth assets spanning crypto tokens, AI companies, and next-gen public markets. Rankings are published every Friday after market close and guided by a blue-ribbon committee of industry experts.

What assets are included in the Roundtable 100?

The Roundtable 100 includes crypto tokens, public tech stocks with growth potential, and mining companies. It excludes legacy or slow-growth companies, private companies, and non-liquid investments.

How are Roundtable 100 rankings scored?

Assets are scored across five dimensions: Safety (1x), Liquidity (1x), Leadership (1x), Innovation (1x), and Growth (2x double-weighted). Growth is intentionally double-weighted to reflect the mandate of identifying future dominance rather than present size.

What is the Roundtable 100 investment thesis?

The Roundtable 100 focuses on long-term growth across public equities and cryptocurrencies with a 5+ year time horizon, investing in future-defining technologies and the critical systems that enable them — prioritizing assets that function as rails, bottlenecks, and structural constraints within emerging digital and industrial ecosystems.

Roundtable 100

Alphabet: The AI Search Giant That Also Runs the Internet’s Plumbing

What It Does: Alphabet is the parent company of Google, YouTube, Google Cloud, Waymo, and DeepMind. It dominates digital advertising through Google Search (90%+ global market share) and YouTube (the world’s largest video platform). Google Cloud is the third-largest hyperscaler behind AWS and Azure, growing at 25%+ annually. Waymo is the leading autonomous vehicle operator in the U.S. DeepMind is one of the most advanced AI research labs in the world, behind models like Gemini.

How the Stock Looks: GOOGL trades around $165 in mid-April 2026 after a volatile stretch driven by antitrust rulings and AI competition fears. The stock pulled back from 2024 highs near $200 as investors weighed the DOJ’s search monopoly remedies and rising capex for AI infrastructure. Google Cloud’s profitability inflection and Gemini’s enterprise traction have stabilized sentiment. The stock trades at roughly 20x forward earnings — a discount to its mega-cap peers.

What Analysts Are Saying: The consensus is Strong Buy from 44 analysts, with an average price target of $355, implying significant upside. The range spans $303 to $450. Bulls point to Google Cloud’s AI-driven revenue acceleration and YouTube’s premium subscription growth. Bears flag regulatory overhang and the long-term threat of AI-native search competitors.