Interesting that Google gets very little mention except partnering with Apple despite having a great past 3 months with Gemini 3 proving to be exceptional (I can still picture the goofy “superwoke?” and historically inaccurate images Gemini was coming up with just a couple of years ago
. Google’s TTM PE is now finally back over 30 though…but Waymo is much much much much much safer than Tesla robotaxi.
MSFT stock fatigue seems very real as they’ve allowed Google to get back into the top spot in the longterm AI game.
MSFT stock fatigue seems very real as they’ve allowed Google to get back into the top spot in the longterm AI game.