--- title: "

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What price did everyone get in at? $Tesla(TSLA.US) well sold, $Tesla(TSLA.US) boss, $Tesla(TSLA.US) fall into a trap, $Tesla(TSLA.US) chip, $Tesla(TSLA.US) huddling together for warmth.

" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/38738011.md" description: "🚀13F Revealed: Alphabet Bets on Space and AI, Are $AST SpaceMobile(ASTS.US) $Planet Labs(PL.US) the Biggest Chips? Market consensus still lingers on "Google = Ads + Search," but the signals from the latest 13F filing are completely off that main track. Alphabet's portfolio structure in Q4 actually resembles a technology roadmap for the next decade. There were no new positions opened, nor any significant additions. What's truly worth studying are those core assets it "didn't sell." And among them, the two companies with the highest weight point in the same direction: space..." datetime: "2026-02-13T22:49:01.000Z" locales: - [en](https://longbridge.com/en/topics/38738011.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38738011.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38738011.md) author: "[辰逸](https://longbridge.com/zh-CN/profiles/16318663.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/38738011.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38738011.md) #

What price did everyone get in at? $Tesla(TSLA.US) well sold, $Tesla(TSLA.US) boss, $Tesla(TSLA.US) fall into a trap, $Tesla(TSLA.US) chip, $Tesla(TSLA.US) huddling together for warmth.

🚀13F Revealed: Alphabet Bets on Space and AI, Are $AST SpaceMobile(ASTS.US) $Planet Labs(PL.US) the Biggest Chips? Market consensus still lingers on "Google = Ads + Search", but the signals from the latest 13F filing are completely off that main track. Alphabet's portfolio structure in Q4 actually resembles a tech roadmap for the next decade. No new positions opened, no significant additions made. What's truly worth studying are the core assets it "didn't sell". And the two companies with the highest weight among them point to the same direction: Space. $AST SpaceMobile(ASTS.US) $Planet Labs(PL.US) These two companies together account for nearly half of the top ten holdings, almost forming a "space mainline". First logic: The reconstruction of communication rights. $AST SpaceMobile(ASTS.US) attempts to solve a most fundamental problem— If there are no base stations, can phones still connect directly to satellites? Traditional communication relies on dense ground-based base station networks, ASTS's path is: making satellites into "flying base stations". Its target isn't satellite dishes, nor extra hardware. It's—ordinary phones, directly connecting to space. BlueWalker 3 has already verified that ordinary phones can complete 4G, 5G connections. The first batch of BlueBird satellites has been deployed, the subsequent launch cadence will become a core catalyst variable for the stock price. This company is still in the early stages of commercialization, but its technological path is sufficiently differentiated, once scaled successfully, the communication landscape will be rewritten. Second logic: The exponentialization of Earth data. $Planet Labs(PL.US)'s core asset isn't the number of satellites, but the ability to "scan global land daily". What it's doing isn't selling photos. It's selling "answers to Earth's changes". From data subscriptions, to AI analysis, to complete satellite delivery services, the business model is iterating from resource-based to service-based. The earnings call released three key variables: Government orders provide a safety cushion, but also tie to fiscal rhythms; AI analysis determines the long-term profit margin ceiling; The "space computing power" concept has immense imagination space, but remains R&D-heavy in the short term. Short-term valuation depends on order certainty. Long-term value depends on: whether it truly becomes a decision-making system, not just an image supplier. Second sector: Biotechnology. $Revolution Medicines(RVMD.US) $Tempus AI(TEM.US) $DexCom(DXCM.US) $Maze Therapeutics(MAZE.US) This is Alphabet's "matrix-style layout" in life sciences. $Revolution Medicines(RVMD.US) bets on RAS mutation inhibition, if the path holds, it will change the paradigm of cancer treatment. $Tempus AI(TEM.US) is a direct sample of AI healthcare implementation, data scale determines the thickness of the moat. $DexCom(DXCM.US) is expanding from blood glucose monitoring to broader health management. $Maze Therapeutics(MAZE.US) belongs to a platform-type R&D logic, genetic data-driven drug discovery, this model highly matches Google's data preference. Third sector: Enterprise AI execution layer. $Freshworks(FRSH.US) $UiPath(PATH.US) $GitLab(GTLB.US) This is the execution gateway for AI's true implementation. $UiPath(PATH.US) moves from RPA to Agentic AI, with the goal of "automation replacing manual processes". $GitLab(GTLB.US) is a key hub for developer workflows in the AI era. These companies don't solve model capability, but "who executes". Finally, the underlying computing power rules. $Arm(ARM.US) It's not just mobile chip architecture. It's the foundation of the Android ecosystem, and the basis for Google Cloud's self-developed chips. In the AI computing power race, ARM represents energy efficiency rules and architectural control. What this 13F truly reveals isn't diversified investment. But a clear roadmap: Space connection → Data exponentialization → AI decision-making → Automated execution → Computing power foundation. What Alphabet is betting on, isn't a single company. But the next generation of infrastructure. If this logic holds, are you more bullish on "space connection", or "AI healthcare"? 📬 I will continue to deconstruct the strategic logic behind institutional holdings, focusing on those companies that truly change structures. Welcome to subscribe, let's see the direction clearly before the major trend forms. ### 相关股票 - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Freshworks (FRSH.US)](https://longbridge.com/zh-CN/quote/FRSH.US.md) - [Tempus AI (TEM.US)](https://longbridge.com/zh-CN/quote/TEM.US.md) - [Revolution Medicines (RVMD.US)](https://longbridge.com/zh-CN/quote/RVMD.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [Direxion Daily Googl Bear 1x Shares (GGLS.US)](https://longbridge.com/zh-CN/quote/GGLS.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-CN/quote/GGLL.US.md) - [GitLab (GTLB.US)](https://longbridge.com/zh-CN/quote/GTLB.US.md) - [REVOLUTION MEDICINES INC C/WTS 17/12/2026 (TO PUR COM) (RVMDW.US)](https://longbridge.com/zh-CN/quote/RVMDW.US.md) - [AST SpaceMobile (ASTS.US)](https://longbridge.com/zh-CN/quote/ASTS.US.md) - [SoftBank (SFTBY.US)](https://longbridge.com/zh-CN/quote/SFTBY.US.md) - [SoftBank Group Corp. 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