u/Burtonwurton

Reddit r/wallstreetbets

· tracked since Sep 2026

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Calls 1 2 Posts tracked · 1.0/day

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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

GOOGL Alphabet... Alphabet Inc. (Class A)

Short

Sep 09

$328.92

GOOGL too late in AI race

The author claims GOOGL will already be too late when it announces its next major model because competition will be far ahead. The mechanism is competitive lag in AI models despite large capital and talent, evidenced by the stock 'eating shit for the last 5 months'. No explicit catalyst or time horizon is given beyond the next model announcement. Main risk is that GOOGL's next model could close the gap.

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u/Burtonwurton has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.