Original published illustration: The Most Asymmetric Bet in Tech. ⚖️
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