pittuArya
06-02

$Alphabet(GOOG)$  last 2 weeks institutions were selling and retail buying and now opposit 

Alphabet Surges Against the Tide: Who's Undervalued in Cloud?
As AI chip stocks sold off broadly, Alphabet (GOOG) surged 3.82%, emerging as a safe-haven destination for rotating capital. Google Cloud secured major new contracts — including a partnership with Palantir — while Microsoft's AI chief publicly acknowledged that 'the gap with Google has narrowed significantly,' reinforcing Google's AI deployment and cloud strength. As markets question stretched AI hardware valuations, the narrative is shifting from 'shovel sellers' (chips) to 'shovel users' (AI applications and cloud). Will you follow this rotation from AI hardware to AI software?
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Comments

  • Tiger_Peter
    06-02
    Tiger_Peter
    It’s always the case coz retail has no insider news
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