publisheddirectional thesisLONGothernot an explicit trade
GOOGL directional thesis
Google will be the most valuable company; dominates AI as workforces get cut and margins expand
$383.23entry snapshot
pendingcurrent snapshot
— pendingsince mention
“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.”97:52claim_id
mcl_9a21dd50d235790fc6open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 97:52
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