← @rihardjarc

$GOOGL

BULLISH2026-05-15
Price around the call
2026-05-15
By horizonMaturing · ~1 trading days to go
1d
-1.7%
5d
-3.6%
21d
Original post
Rihard Jarc · 2026-05-15

In the next 5 years, the semi space will look a lot different as $GOOGL and $AMZN dominate the design chain... The biggest thing holding $AMZN and $GOOGL's chip business back is the supply chain bottlenecks, which won't last forever.

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