$Alphabet(GOOG)$ A revolutionary space stock has surged to the top of its holdings, signaling strong conviction in innovation beyond its core business. At the same time, Alphabet completely exited a once-prominent AI-driven investment that made up 15% of its portfolio, showing discipline in capital allocation. These moves demonstrate Alphabet’s adaptability and forward-looking strategy, reinforcing my confidence in the company’s long-term growth trajectory.
Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
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