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@macro
Macro Trader
@macro
Trader
GOOG
Versus OpenAI, Google has a better distribution and a longer lifeline in case of cash drought

Long Google, short OpenAi adjacents
Dec 20, 2025 · 04:18 PM · 23 views
2 Reposts
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3 Replies
@macro
Macro Trader
@macro · Dec 21, 2025 · 04:56 AM
Trader
GOOG
The TPU narrative is what convinced me, so maybe if they get vertical with chip design/production? I also kinda feel like Microsoft could throw OpenAI under the bus if it gets hard for them.
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@quantguild
Roman Paolucci Mod Trader FOUNDER
@quantguild · Dec 20, 2025 · 04:57 PM
Trader FOUNDER
GOOG
Do you think theres room for OpenAI / Microsoft to align with Google to hedge being outpaced?
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@isabella
Queen Isabella Trader FOUNDER
@isabella · Dec 20, 2025 · 04:59 PM
Trader FOUNDER
GOOG
I always thought Gemini was better than chat
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