$GOOGL is the latest "flavor of the week" in the AI trade: Analyst

the the news flow was incredibly negative at the beginning year of the year on Google. Everyone thought they were left for dead. When you think about the transition uh to AI from search and they've done a fantastic job of navigating this recently, you've now seen the anti- Nvidia trade.So everything that's in the Nvidia camp goes down and everything else uh in the Google camp goes up. Right now we're in kind of the the flavor of the week, if you will, which is Google's doing everything there. There's nothin ...