$SoFi Technologies Inc.(SOFI)$ quick update on my SoFi position, haven't sold a single share yet. They are excuting far better than I anticipated, and I foresee their share price going to ATH soon!
$Alphabet(GOOG)$ While some fear that generative AI will eat into Google Search’s dominance, Q2 results tell a different story—Search revenue surged 12% YoY, up from 10% last quarter. That’s hardly a collapse. Plus, Alphabet is smartly evolving. Its AI Search Overviews, used by over 2 billion people, bridges the gap between traditional search and generative AI. With monetization on par with standard search, Google isn’t just surviving the AI wave—it’s riding it profitably.