Position
GOOGL
AlphabetNASDAQ
LONG+20.4%
- Entry
- OCT 6$294.74
- Last
- $354.82
Thesis
The only company that owns the model, the silicon it trains on, and the distribution it ships through. Vertical integration compounds quietly, and the search franchise funds the whole thing while it does.
Writing
Notes on GOOGL
Nothing written on this one yet. A note lands here the moment it is tagged GOOGL, so the thesis above and the writing behind it never drift apart.