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u/FoxAccomplished6786

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$GOOGLr/ValueInvestingDiscussionbearish
u/FoxAccomplished6786 · 17d ago1 prior · awaiting results

Peter Schiff Tells Vlad He Should Sell His Google Stock

Peter Schiff argues Google stock is currently overpriced and predicts that capital invested in it will underperform significantly over the next 10 years, citing historical examples of technology leaders like Yahoo and Spyglass that eventually lost market dominance.

At post $344.82Now $338.46-1.8% since postedas of Sep 4, 4:30 PM ET
original post →
$GOOGLr/ValueInvestingDiscussionbullish
u/FoxAccomplished6786 · 20d ago1 prior · awaiting results

Commoditisation of AI, and who wins

As AI commoditizes and LLMs become interchangeable, Google's massive ecosystem moat across search, Chrome, Android, YouTube, Workspace, and Cloud gives Gemini an insurmountable distribution advantage that competitors cannot replicate.

At post $344.20Now $338.46-1.7% since postedas of Sep 4, 4:30 PM ET
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End of results.