{"version":"market-claims.v1","claim":{"id":"mcl_35645d7ed8243425bc","url":"/trace/claims/mcl_35645d7ed8243425bc","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The most crowded AI long is the one to fade, because Gemini is a bad model nobody codes with and the cloud backlog looks like a fake hockey stick.","confidence":0.72,"expert":{"slug":"goodalexander","displayName":"goodalexander","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/33a586b6-f","url":"/trace/experts/goodalexander","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2793522078?t=9463s","sourceUrl":"https://twitch.tv/videos/2793522078","timecode":"157:43","startMs":9463000,"endMs":null,"excerpt":"Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?"},"performance":{"entryPrice":355.29,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"goodalexander","displayName":"goodalexander","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/33a586b6-f","url":"/trace/experts/goodalexander","claimed":false},"source":{"platform":"OTHER","title":"LIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!","sourceUrl":"https://twitch.tv/videos/2793522078","publishedAt":"2026-06-10T22:16:45.000Z"},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2793522078?t=9463s","sourceUrl":"https://twitch.tv/videos/2793522078","timecode":"157:43","startMs":9463000,"endMs":null,"excerpt":"Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?","quote":"Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?","speaker":"goodalexander"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":355.29,"currency":"USD","observedAt":"2026-06-10T22:16:45.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"GOOGL","assetClass":"EQUITY","price":355.29,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:GOOGL","observedAt":"2026-06-10T22:16:45.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}