u/sm7196 · 23d agono track record yet
Long GOOG $300C exp Jun 30
Google is the AI arms dealer
Alphabet profits as the infrastructure provider and investor behind competitor AI companies, which burn cash on compute and TPU chips while Alphabet deliberately slow-rolls model updates to maintain the illusion of competition and avoid antitrust scrutiny. As Anthropic, OpenAI, and others exhaust funding, Alphabet captures the revenue stream while competitors fail.
At post $334.93Now $317.28-5.3% since postedas of Oct 23, 4:45 PM ET
1d+1.6%
3d+1.6%
1w+3.0%
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