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GOOGL
172 stories
$3.5T Market cap · 2026-11-06
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$RDDT I don't make bold predictions. I'm a conservative doctor but it will likely be the next $META or $GOOG. Look at those companies 8-10 years ago. Very similar fact pattern. Now $RDDT is dominating search w highly valuable AI. +78% rev on tough comp and just getting started.
Google’s A$205-a-month AI Ultra subscription advertised Project Mariner access, but Australians were excluded from the agentic AI trial.
Aravind Srinivas @AravSrinivas in 4 minutes explains the asymmetric setup against $GOOG with the shift to AI search and why it's not a given for Google to come out at the top. Watch from 10.30min of the interview below.
Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…
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