$Alphabet(GOOGL.US)$Apple(AAPL.US)
On 20250507, Google plummeted 7.5% as Apple might abandon Google search, closing at 152.
At that time, I wrote an article pondering why AI cannot replace search engines and started building a large position in Google.
On 20250823, Google hit a new all-time high as Apple might introduce the Gemini model in Siri.
Making money from expectation gaps and monetizing one's understanding of AI and products is truly a wonderful, exciting, and delightful thing.
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