Holding
GOOGGOOG
Directly compared in article as AI rival with $40bn operating cash flow increase vs SpaceX/Tesla's $21.5bn combined. Dominant AI infrastructure player. Capped at 12%.
weight · 12.00%
SPY+0.60%QQQ+0.66%NVDA+0.67%MSFT−0.83%AAPL−1.25%GOOGL+1.94%META+0.29%AMZN−1.80%TSLA−0.21%AVGO−1.09%SPY+0.60%QQQ+0.66%NVDA+0.67%MSFT−0.83%AAPL−1.25%GOOGL+1.94%META+0.29%AMZN−1.80%TSLA−0.21%AVGO−1.09%
