Doesn't Google have a long position?Why is no one criticizing it?🤣

No longer shorting NVIDIA/Microsoft/orclThe newly released GPT-5.3-codex agent is ridiculously powerfulStarting to try dollar-cost averaging and switching, Google should have no market in 26H1

My judgment on the switch between these two camps is:NVDA has now changed from a &#34;consensus growth stock&#34; to a &#34;stock that relies on OpenAI's success to survive&#34;;Before OpenAI can produce GPU stack results that can suppress Gemini 3,All new developments regarding TPU / full-stack / ASIC are bearish events for NVDA in the market. 1. Before OpenAI/B200 gives a clear signal: • NVDA = high growth + valuation ceiling + bearish narrative → defensive or even underweight; • GOOGL / AVGO / &#34;TPU + ASIC route&#34; = growth + narrative reinforcement → can moderately overweight. 2. Once the following combination of news appears (example): • &#34;OpenAI's new model (GPT-6) performs no worse than Gemini 3 in cross-evaluation&#34;; • &#34;Clearly states that the main training was completed on the B200 supercluster&#34;; • &#34;Microsoft's earnings report / NVDA's earnings report emphasizes that this round of models drives cloud revenue and AI services with real volume&#34;;That will be the trigger point for NVDA to &#34;stabilize and rise&#34;: • The market will revise its view to:&#34;The frontier is not just the TPU camp, but also the GPU camp&#34;; • NVDA's &#34;long-term imagination space&#34; is partially restored,This is instead a potential time window to increase NVDA holdings / reduce some GOOGL.