May. 8 at 1:30 PM
Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:
$CME - 3,484,020
$LIFE - 3,770,156
$FIG - 215,582
$FRSH - 16,206,643
$GTLB - 2,724,712
Google’s Q1 13F reveals a strategic pivot: Finance Infrastructure meets AI Synergy!
The 3.48M share stake in
$CME is the ultimate power move. Alphabet isn't just a tech provider; it’s becoming the backbone of global clearing through its "Tokenized Cash" and Cloud-native settlement ventures with CME. Huge positions in
$FRSH (16M+ shares) and
$GTLB also signal a massive push to weaponize Gemini against Microsoft’s ecosystem. In a 2026 defined by the digitization of high-finance, do you think the
$CME + Google Cloud alliance is the most underrated AI infra play? What’s your take on the
$GTLB vs. GitHub war?
