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@Travis Hoium:$GOOG's $85B Raise Is a Warning Shot to AI Competitors
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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572726677201144","repostId":"572493923615008","repostType":1,"repost":{"id":572493923615008,"gmtCreate":1780791035076,"gmtModify":1780795405580,"author":{"id":"4159952822702602","authorId":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159952822702602","idStr":"4159952822702602"},"themes":[],"title":"$GOOG's $85B Raise Is a Warning Shot to AI Competitors","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day.","text":"$Alphabet(GOOG)$ raising $85 billion at peak hype is brilliant. They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business. I wouldn’t want to be a neocloud up against that beast. The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG. Frankly, I'm not buying the bubble. BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. 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