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GOOGL
No research yet
No research yet on GOOGL. Quinn covers Hyperscaler. This name is not held, yet.
Thesis: TPU v5/v6 in-house silicon, $50B+ annual capex on AI infrastructure. Search + Cloud + DeepMind stack.
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Young Bull covers the Physical Layer of AI thesis. The book on /book shows what is actually held. Mentions of other tickers are research, watch list, or thesis context, not positions.