Сигналы
1
u/IDreamtIwokeUp
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+11.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
22 мая
$388.28
+11.5%
Author claims Gemini 3.5 is a severe quality regression for paid users, with errors in tickers/dates, throttling, and a “brain drain” at Google. Market sentiment is already declining; author expects continued sell-off as the magnitude of the AI misstep dawns on investors, eroding confidence in Google’s core AI moat. Short GOOGL to capitalize on reputational damage and potential revenue loss from enterprise AI customers defecting to competitors like Anthropic or Meta. Google may quickly fix 3.5 or 3.1 Pro capacity; AI disappointment could be priced in; broader tech rally could offset.
Author claims Gemini 3.5 is a severe quality regression for paid users, with errors in tickers/dates, throttling, and a “brain drain” at Google. Market sentiment is already declining; author expects continued sell-off as the magnitude of the AI misstep dawns on investors, eroding confidence in Google’s core AI moat. Short GOOGL to capitalize on reputational damage and potential revenue loss from enterprise AI customers defecting to competitors like Anthropic or Meta. Google may quickly fix 3.5 or 3.1 Pro capacity; AI disappointment could be priced in; broader tech rally could offset.
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У u/IDreamtIwokeUp на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: GOOGL.
