Zephyr — sniff.trade

2 trades tracked · Zephyr · 1mo agoview on X

in postGOOGOOGLSHORTFIRST CALL

@zephyr_z9

Google has fallen to 5th place on AI benchmarks with talent fleeing and no competitive frontier model, threatening its core tech premium.

GOOGOOGLSHORT@ $367.86

$359.68+2.22%

since call Jun 19

peak +13.5%

in postMSFMSFTLONGFIRST CALL

@zephyr_z9

Microsoft owns GitHub Copilot and the OpenAI partnership, making it the direct winner of the agentic coding wave Google missed.

MSFMSFTLONG@ $371.30

$472.30+27.20%

since call Jun 19

peak +27.2%

TIMESTAMPS

in post