Linked trade ideas span 20 sources.
Bullish: Google is undervalued and will benefit from companies building internal tools instead of paying for SaaS, increasing their margins and profits. Bearish: Moved from bullish to neutral/bearish as valuation got expensive and CapEx requirements increased - AI competition forcing heavy investment with thinner...
“I think that we're this is actually like, this is a pretty good time to go buy Google now.”
1000X — AI Capex Meets SaaS Apocalypse, 18-Month Bear Market & Bitcoin vs Quantum
All-In with Chamath, Jason, Sacks & Friedberg
15 recent episodes
Sharp Tech with Ben Thompson
10 recent episodes
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
7 recent episodes
Invest Like the Best with Patrick O'Shaughnessy
6 recent episodes
557 mentions
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398 mentions
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“again, it's like, if you go back to like 2010 and you're an investor and you're thinking, do I buy M…”
Unchained
The Chopping Block: Arthur Hayes & Tom Lee; Hyperliquid vs Aster, DATs & ETH - Ep. 917
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