koolgal
09-22 19:34
🌟🌟🌟 $Alphabet(GOOGL)$ has crowned itself as my ultimate Big Tech winner because it operates the ultimate digital toll booth on human curiosity, generating an unstoppable river of cash while the rest of Silicon Valley spends billions on speculative unproven hype.

While the market gets distracted by the loud dramatic AI race, Alphabet sits at the centre of the global internet infrastructure, taxing every single click, search and video stream on Earth.

Google Search & YouTube control over 60% of the global digital advertising market.

Alphabet has built an impenetrable moat with over 3 billion active Android devices & YouTube generating billions of hours of sticky viewer engagement every month.

Holding Alphabet long term turns global internet traffic into my personal compounding wealth engine.

@TigerEvents @TigerStars @Tiger_comments @Tiger_SG

Muse Takes a Cut Per Transaction — Whose Entry Point Does It Touch?
Meta Connect opened Wednesday with $1,299 VR glasses, camera-free smart glasses, and a way to monetize AI assistant Muse: a fee on every transaction it books, size undisclosed. Meta rose 1.02% to $744.10 as all three indexes fell. The fee only works if Muse books the flight or fills the cart instead of the user — Expedia, Instacart and Amazon sit in that path. Alphabet fell 3.58% to $334.98, over triple the Nasdaq's drop, since search and checkout are its front door; Apple slipped 0.80% to $337.02, the VR glasses aimed at its turf. Expedia, Amazon or Alphabet — who feels it first?
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Comments

  • LeoIII.
    09-23 21:33
    LeoIII.
    That toll booth story breaks fast if search margins get squeezed. Cash flow is real, but the growth ceiling looks a lot closer now
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