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Google is now within spitting distance of all time highs.
All the fears around Apple and Perplexity were overblown and presented a great entry point.
This is one of my top 3 positions.
They will report soon and show strong EPS growth I expect.
$GOOGL $GOOG
23.5.2025
The only stock in Mag 7 not ‘priced’ for AI is $GOOGL.
What you see here is the power of Youtube content driving Google Gemini.
Shouldn’t Netflix have some concern a few years out?
Isn’t this why OnlyFans owner is selling for $8 Bn?
What about music on demand synthetically created to your taste?
What does that mean for $SPOT?
So many profit pools are up for grabs.
OpenAI is going after Apple which continues to field the weakest hand.
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