Expressed dissatisfaction with the continuous large outflow of talent related to the model of $Alphabet(GOOGL.US), sold a portion today. Reallocated into $Intel(INTC.US) and $Cerebras(CBRS.US). The reason for buying Intel is also clearly buying into some narratives over the weekend (CEO interview). Still hold quite a bit of Google, but the main expectation is now only on cloud and TPU. The expectations for the model since last year's Q3 are now gone.
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