Google is out-running Tesla in autonomy and OpenAI in AI. Let Google run an internet bank and process stablecoins, and Visa / Mastercard market cap would be at risk next.
Ram Ahluwalia CFA, Lumida
Ram Ahluwalia CFA, Lumida23.5.2025
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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