GOOGLGOOGLAlphabet Inc. Class A
$339.04
24h
-0.94%
SerenitySerenity
30 Sep, 20:39

Bullish on Google's AI competitiveness and stock recovery

Bullish-1.46%

AI Summary

Author expresses a bullish view on Google (GOOGL), highlighting strong internal AI model performance and concluding that Google is regaining its competitive footing in the AI landscape.

$GOOGL Gemini 4 Argon benchmarks got released. Against GPT-6 Astra + Anthropic Fable 5.1 / Opus 5.5. Still coughing nonstop, so will comment on $MU / $JBL earnings later. I've always thought Google's internal models were stellar, but anecdotally, they seem to get hard nerfed shortly after public release... Maybe because of compute constraints? But yeah, looks like Google is back.

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