X @Ansem

RT qw (@QwQiao)current stonk holdings- goog: gemini is a favorite to win ai. youtube and google cloud benefit from ai. waymo winning automation is not priced in. even if search gets killed by ai itll take years. sergey is back. generally avoiding us tech stonks due to valuation but goog is reasonably priced.- eli lilly: signs that glp-1 drugs may cure chronic diseases beyond fat loss. market is too big to ignore. based in the us which has the biggest chronically unhealthy population. been consolidating for ...