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Investor sentiment around Alphabet Inc., represented by its tickers GOOGL and GOOG, remains bullish despite some skepticism. Market commentators emphasize that bearish views on Alphabet's long-term prospects are likely misplaced. The company is seen as a leader in the artificial intelligence (AI) model market, where low-end models are commoditized but high-end models present substantial opportunities. Alphabet was previously considered undervalued compared to its tech peers, with some investors highlighting it as the least risky and most dislocated asset in the market as of March 2024. This evolving bullish consensus reflects confidence in Alphabet's positioning and growth potential within the AI sector.
Bias confirmed. $GOOG https://t.co/XSMHoSaOwr
The $GOOGL bull case 2.0 As many of you know I was a vocal bull in March 2024 as I thought $GOOGL was the least risky, most highly dislocated asset in the market The rest of the Mag 7 had all rallied to highs and Google was lagging At the time Google was considered a loser in
My hot take is that most investor hot takes tend to be wrong (surprise! 😆), there's an important distinction to make in the AI model market. $GOOGL Models are only a commodity at the low end where they perform basic functions. At the high end, we're likely looking at a https://t.co/xBpFA8NIfw
