u/EquivalentBorn9411

Reddit r/wallstreetbets
· tracked since Sep 2026
Calls
1
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return
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Calls 1 1 Posts tracked · 1.0/day Posted today
Calls
7d 1
30d 1
90d 1
Win Rate - Long 0 Short 1
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90d
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Short
Sep 09
$328.77
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Google capex high, model weak, Waymo losing
The author argues Google is spending heavily on capex while having the worst AI model, and that its Waymo unit is being beaten by Tesla. The implied mechanism is that high spending without competitive AI/autonomy leadership erodes Google's position. No specific catalyst or time horizon is given, and the main risk is that Google's core search/ad business offsets these concerns.
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u/EquivalentBorn9411 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.