Historical article. Figures, holdings and views reflect the original publication, not current conditions. Claims are preserved, not independently revalidated. Capital at risk.
Original publication image · eToro
The Most Asymmetric Bet in Tech. ⚖️
While the market panics about AI CapEx returns (the Oracle effect), Google is quietly printing cash.
Why is $GOOGL my "anchor" position (+38.79% return)? Because it is the only company that owns the entire stack:
Data: Search & YouTube (Unmatched)
Compute: TPU Infrastructure (No Nvidia tax)
Model: Gemini (Top tier)
Trading at ~20x forward earnings, this is the "Deep Value" play of the Magnificent 7. When in doubt, zoom out and buy the monopoly.
$GOOGL $MSFT $META $QQQ
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results. Full disclosures.