https://x.com/QwQiao/status/1954902095091691876
X (formerly Twitter)
qw (@QwQiao) on X
google being the cheapest mag7 at the beginning of the year was one of the biggest mispricings ive seen in a long time. the entire market is focused on ai, and google is the single best positioned to win it. top distribution + top scientists + top infra…
