"$GOOGL has approximately $78.6 billion invested across 29 positions, with a staggering 94.87% of that portfolio allocated to $SPCX. "

Do they know something everyone else doesn't? I assume they are relying on SpaceX to deliver compute power but with the recent political swing the data centres they were hoping to construct are now being denied the land on which to build. "Some of Google's other disclosed positions include: - $CME (CME Group): 1.36% - $RVMD (Revolution Medicines): 0.65% - $QCOM (Qualcomm): 0.63% - $PL (Planet Labs): 0.56% - $ARM (Arm Holdings): 0.44% - $ASTS (AST SpaceMobile): 0.37% - $FRSH (Freshworks): 0.22% - $PBLS (Pabilis): 0.18% - $TEM (Tempus AI): 0.15%" source: x.com/milkroadai/status/2119143856201707858