“The most crowded AI long is the one to fade, because Gemini is a bad model nobody codes with and the cloud backlog looks like a fake hockey stick.”
“Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.