mixed bag on googl leh. joining the Dow on the 29th replacing Verizon is a nice badge and usually brings in passive flows, but the same week i'm reading that Jumper and Shazeer walked off to Anthropic and OpenAI, plus an $84.75B raise that dilutes me and Gemini 3.5 Pro reportedly slipping. around $345 the tape is doing nothing for a reason. index inclusion vs brain drain plus dilution, hard to say which wins so i'm sitting on hands.
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