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0 pointsapparent8mo ago0 comments

Do you think Google stock is up because of this announcement? It's not like they generate most of their revenue from Pixel phones, or Android overall.

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blitzar8mo ago

Yes, a move in the global share of mobile phones a few percentage points from apple ecosystem to google ecosystem is even more important now Ai is the denominator in every valuation.

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booleanbetrayal8mo ago

I think people trade on announcements like this, regardless of the full financial picture.

j / k navigate · click thread line to collapse

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blitzar8mo ago

Yes, a move in the global share of mobile phones a few percentage points from apple ecosystem to google ecosystem is even more important now Ai is the denominator in every valuation.

1 more reply

booleanbetrayal8mo ago

I think people trade on announcements like this, regardless of the full financial picture.

j / k navigate · click thread line to collapse