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
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