publisheddirectional thesisLONGyoutubenot an explicit trade
GOOGL directional thesis
Google underrated; first $10T company: model + sales force + hyperscaler assets win the AI race.
$366.99entry snapshot
pendingcurrent snapshot
— pendingsince mention
“Google writ large, I think Google's underrated. I think it's going to be the first $10 trillion company in our lifetime. I think they have all the assets that are needed to make this successful.”21:26claim_id
mcl_59122b77199f4d4e56open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 21:26
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