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Alphabet: Gemini 3.0 Is Coming, What's In Play
Seeking Alpha· 2025-11-17 13:07
Group 1 - The launch of Gemini 3.0 is anticipated to occur this week, with prediction markets indicating over a 90% probability it will happen before November 22nd, following a tweet from CEO Sundar Pichai [1] Group 2 - The investment strategy focuses on acquiring companies with ideal qualitative attributes at attractive prices based on fundamentals, with a long-term holding approach [2] - The portfolio management aims to avoid underperforming stocks while maximizing exposure to high-potential winners, often rating strong companies as 'Hold' due to insufficient growth opportunities or high downside risks [2] Group 3 - The analyst has disclosed a beneficial long position in shares of major tech companies including GOOG, MSFT, and AMZN, through various financial instruments [3] - The article reflects the analyst's personal opinions and is not influenced by compensation from any mentioned companies [3]
Airbnb: I Am Not Buying What Brian Chesky Is Selling (NASDAQ:ABNB)
Seeking Alpha· 2025-10-13 08:31
Group 1 - Airbnb has been generating almost 100% of its business from its core service of offering short-term rentals, known as 'Airbnbs' [1] - The competitive landscape has evolved, indicating that Airbnb is no longer the sole player in the market [1]