Alphabet is the only AI-related company the speaker holds; he owns Alphabet shares, a long stance without further forecast.
Bullish
“Why the AI Trade Is Crashing”
Asymmetric Investing by Travis HoiumPublished Oct 23 · 3 passages
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I own Alphabet shares . That's the only AI-related company in my portfolio.
This includes Oracle, Alphabet, AMD, Broadcom, Meta, Amazon, and SpaceX.
Alphabet crossed this threshold in the second quarter of 2026.
What this channel has said about $GOOGL
Asymmetric Investing by Travis Hoium has 2 calls on this stock; only the adjacent ones are shown.