1PC
02-06 21:04
🐯 Earnings Special Take: Through a shutdown, I’ll hold Alphabet(GOOG)—Strong margins, TPU edge & Gemini 3 supremacy make it the safest AI compounder. AMD is a value trap—Legacy segments & weak data center traction limit conviction. My extra pick: META, steady ad ROI & AI integration keep it resilient. [Surprised]@JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel
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