$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I'm a bit unhappy about this Google drop, but then I think about MSTR... and I feel way better. The AI race is still too early to declare a winner from the top three. Alphabet is vertically stacked, is probably the winner in retail AI, and offers the cheapest compute pricing of the three. They just need to catch up in the commerce space. Then they take it all.
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