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tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

GOOGL

GOOGL - equity - source-backed public claims only.

40published claims
38 longbullish claims
2 shortbearish claims
Asset timeline
JSON
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  "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? Is anyone long Google? This is incredible."
      },
      "performance": {
        "entryPrice": 356.7,
        "currentPrice": null,
        "returnPct": null,
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        "method": "PASTE_AUTHOR_PRICE"
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    {
      "id": "mcl_9a21dd50d235790fc6",
      "url": "/trace/claims/mcl_9a21dd50d235790fc6",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "Google will be the most valuable company; dominates AI as workforces get cut and margins expand",
      "confidence": 0.72,
      "expert": {
        "slug": "notthreadguy",
        "displayName": "Notthreadguy",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/73b599a1-a",
        "url": "/trace/experts/notthreadguy",
        "claimed": false
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        "assetClass": "EQUITY",
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        "exchange": null,
        "confidence": 0.78
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      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2764207002?t=5872s",
        "sourceUrl": "https://twitch.tv/videos/2764207002",
        "timecode": "97:52",
        "startMs": 5872000,
        "endMs": null,
        "excerpt": "Google's the one I really like... it's kind of around 20 or less than 20. I think it's like 18 for Google. So this is not that stretch."
      },
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    {
      "id": "mcl_6e0a8065c65bedb537",
      "url": "/trace/claims/mcl_6e0a8065c65bedb537",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "ThreadGuy leans long Google, reading Berkshire's $10B no-discount buy of the $80B equity raise as a powerful FOMO signal and Google's ability to fund AI capex with equity as a structural edge.",
      "confidence": 0.72,
      "expert": {
        "slug": "notthreadguy",
        "displayName": "Notthreadguy",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/73b599a1-a",
        "url": "/trace/experts/notthreadguy",
        "claimed": false
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      "primaryEntity": {
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        "assetClass": "EQUITY",
        "symbol": "GOOGL",
        "name": "GOOGL",
        "exchange": null,
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      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2787072268?t=6507s",
        "sourceUrl": "https://twitch.tv/videos/2787072268",
        "timecode": "108:27",
        "startMs": 6507000,
        "endMs": null,
        "excerpt": "Berkshire underwrote like $10 billion of the $80 billion at $350, basically all-time high at no discount. That's the most significant action."
      },
      "performance": {
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        "currentPrice": null,
        "returnPct": null,
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  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.