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u/IDreamtIwokeUp

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
100.0%
Return
+11.7%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
GOOGL short +11.7%
Worst Calls
No live losers yet
Most Mentioned
GOOGL ×1
Recent Calls
GOOGL short 1 month ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d —
Average Return +11.7% Long Return - Short Return +11.7%
Average Return
7d +2.0%
30d +9.9%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GOOGL Alphabet... Alphabet Inc. (Class A)
Short
May 22
$388.28
+11.7%
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.
AI/Semi
REDDIT
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u/IDreamtIwokeUp has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: GOOGL.