{"version":"market-claims.v1","asset":{"symbol":"GOOGL","name":"GOOGL","assetClass":"EQUITY"},"claims":[{"id":"mcl_629cd049ad197f6f93","url":"/trace/claims/mcl_629cd049ad197f6f93","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Google smashes earnings on Cloud and Gemini momentum; the obvious leader ripping post-print.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=1237s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"20:37","startMs":1237000,"endMs":null,"excerpt":"Look at that thing fucking go, Google! Goddamn, this is the Mando stock if I've ever seen one. Who's long Google? 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Everyone's long, right?"},"performance":{"entryPrice":355.29,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7069129c85ec775897","url":"/trace/claims/mcl_7069129c85ec775897","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Alphabet collects a recurring high-margin check and a credibility stamp for powering Siri on over a billion iPhones, while the assistant startups everyone bet on get shut out of Apple's distribution.","confidence":0.72,"expert":{"slug":"lutherlowe","displayName":"Luther Lowe","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/442c8d15-d","url":"/trace/experts/lutherlowe","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=BRYr2fnRl68&t=3141s","sourceUrl":"https://youtube.com/watch?v=BRYr2fnRl68","timecode":"52:21","startMs":3141000,"endMs":null,"excerpt":"It's not that unbelievable that they would want to actually make something here."},"performance":{"entryPrice":317.37,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7499aa0b12fcf6adfb","url":"/trace/claims/mcl_7499aa0b12fcf6adfb","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Google's model now powers the next Siri across a billion iPhones, a marquee distribution win on top of a year it overtook Apple's market cap and shipped Gemini 3. 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I mean, 2 years ago there was the whole like Google search is dead thesis that has not been borne out, at least this year. Very, very strong results there. 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Right. And they're not going to call that Gemini. They're not going to— you know, they've gotten that announcement out of the way. And that's, that's Apple's foundation models. 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It's going fast... If you depend on your life traffic from Google, from search, you're going to be close to extinct if that's what you do."},"performance":{"entryPrice":252.4676028976,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_9a7f518de1e43093fa","url":"/trace/claims/mcl_9a7f518de1e43093fa","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Wide awake on every front now, with the cheapest cost to run AI of anyone and Android, YouTube, and search to win both consumers and businesses.","confidence":0.72,"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=kAIVualeQjM&t=6244s","sourceUrl":"https://youtube.com/watch?v=kAIVualeQjM","timecode":"104:04","startMs":6244000,"endMs":null,"excerpt":"I was pretty bearish Google like 2 years ago, but I'm like super bullish Google... 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Certain technical advantages seem limited in timeframe. There's always this kind of constant leapfrogging of the model industry. 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