goodalexander — sniff.trade

3 trades tracked · goodalexander · 4w agoview on X

“Google was an attention monopoly. You had to play the SEO game. Now - both Anthropic and OpenAI have delightful search products that are explicitly not Google k”

@goodalexander

AI search from Anthropic and OpenAI fractures Google's keyword-ad monopoly, fragmenting ad markets and cutting discovery costs for sellers.

GOOGOOGLSHORT@ $342.97

$359.44-4.80%

since call Jun 28

peak +6.2%

Trade on Hyperliquid →

in postSHOSHOPLONGFIRST CALL

“This infra should also result in major margin expansion for existing private label brands which spend huge budgets on advertising and customer acquisition. So n”

@goodalexander

AI agent discovery and agentic drop-shipping 2.0 expand Shopify's seller base, driving major margin expansion for private label brands on its platform.

SHOSHOPLONG@ $115.69

$114.88-0.70%

since call Jun 28

peak +14.0%

Trade on Robinhood →

in postCTSCTSHSHORTFIRST CALL

“Cognizant and Accenture stocks are smoking ruins but not bc their revenue is off a cliff. Yet. The billings curve is just starting to decel. Their destruction”

@goodalexander

AI open-source disruption is starting to bend Cognizant's billings curve down, with revenue cliff still ahead.

CTSCTSHSHORT@ $39.61

$54.24-36.96%

since call Jun 28

Trade on Robinhood →

TIMESTAMPS

in post

“Google was an attention monopoly. You had to play the SEO game. Now - both Anthropic and OpenAI have delightful search products that are explicitly not Google k”

“This infra should also result in major margin expansion for existing private label brands which spend huge budgets on advertising and customer acquisition. So n”

“Cognizant and Accenture stocks are smoking ruins but not bc their revenue is off a cliff. Yet. The billings curve is *just starting* to decel. Their destruction”

“Cognizant and Accenture stocks are smoking ruins but not bc their revenue is off a cliff. Yet. The billings curve is just starting to decel. Their destruction”