My honest take on google after buying at 375 and selling at 348. What is your take? i dont see google as a leading company anymore.

I think marks the end of an era for google, its safe to say that they are out in ai race and all their other products are already priced in so no thing to expect from them anymore. if you look at kimi reports its been outperforming anthropic and gemini for cheaper price.

its doomed the moment berkshire bought at 352 last week.

google, youtube, and cloud has already been priced in since decades ago. and waymo is not that profitable. and now they are trying to enter a market that they dont have expertise on which is creating a chips for ai not to mention they are upgrading it.