Google high conviction buy despite OpenAI browser threat

5 days ago

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"I consider these minor details in the long grand scheme of things. For example, we know that OpenAI and other competitors will be coming after Google. But I believe in this case that Googlea0is actually far better positioned. If this causes a meaningful sell-off, if it goes down 10 plus percent, I'll certainly be buying more Google as a result. I have right now around $150,000 worth of Google stock, $51,000 in the green, making up 11.1% of my total portfolio."

The speaker expresses high conviction in Google (GOOGL), dismissing the competitive threat of OpenAI's new browser and indicating that any significant sell-off (over 10% drop) will be taken as a buying opportunity. His sizeable investment and confidence in Google are emphasized.

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