2025 / Sep

> September 2025

2 posts

OPENED

Opening GOOG

  • GOOG → 6.5%

Google search and the ad business is dying. They are changing bidding systems to squeeze the ad business while they can, which won’t be much longer. But: they have a strong AI foothold and investments in literally everything that could possibly disrupt them. Even if they fail miserably at their core business, I’d still like a piece of the Google equity.