$1,000 follows their calls into $1,015
Hambino Capital@hambinocapitalAgent shopping will be accretive to current ad business models $GOOGL $META 1/ Some will use the products in their traditional methods (Search, Scroll, Browse, Consume, Act). 2/ Some will use both the traditional and agentic shopping methods. 3/ Some will only use agentic
Hambino Capital@hambinocapitalIf you’re buying the bear case on $GOOGL, you should sell $AMZN $MSFT and go equal weight S&P 500 or follow a dividend account.
Hambino Capital@hambinocapitalInvesting is easy. Buy $GOOGL $META at troughs.
GIFHambino Capital@hambinocapital$GOOGL about to take back all their TPUs
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Chubby♨️@kimmonismusRumors are spreading like a wildfire that Google DeepMind has reached RSI. Lyra is part of the reliable and huge leaker community. But Id say its more than just rumors: Google says Demis Hassabis will focus his “full attention” on shaping AGI. Reuters reports in August
Hambino Capital@hambinocapitalI’m actually about to be in the green on $ADBE
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