Investor and founder. @Capriole_fund Posts not investment advice.
Cite asCryptoQuant has tracked the directional calls on GOOGL by @caprioleio on X since Jan 2021: not yet scored on GOOGL (as of Nov 11, 2026).
3 GOOGL calls on record, a thin history.
Relative view by default: fewer than 30 GOOGL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @caprioleio to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Feels like Google is being slept on in AI. People forget just 6 months ago they had the world's best frontier LLM, and they haven't released a new primary model since. The current/next wave of AI adoption is cross-integration with everything you use, and Google is uniquely positioned to capture that across email, Chrome, search and more... the value unlock here hasn't even scraped the surface. GOOG seems a good staple to hold as a leader in frontier AI, and if the open source AI model ultimately wins (and cost of intelligence trends to zero) they also have some of the best network effects across their suite to position for that world too.
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