Mariano Pardo
@marian2js
Elite Pro PI at @eToro | Software Engineer, Investor & Entrepreneur | Finance + AI 🌟 eToro: https://bit.ly/48lLqd5 Not financial advice.
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My Assets Under Copy on eToro just crossed $10M. Thank you to everyone copying or following me 🙏 etoro.com/people/mariano…
Since I posted that Google being worth only 20% more than Meta didn't make sense: Google is up +81.3%, while Meta only 4.2%. Now Google is 2.1x larger than Meta.
$GOOG is only worth 20% more than $META. Every day makes less sense.
Alphabet, $GOOGL, Q3-25. Results: 📊 Adj. EPS: $2.87 🟢 💰 Revenue: $102.35B 🟢 📈 Net Income: $34.98B 🔎 Solid quarter with 16% revenue growth and strong performance from Google Cloud and Search despite a $3.5B EC fine.
Logan Kilpatrick, lead product of Google AI, says we’ll be able to vibe code games by the end of the year 🔥
Everyone is going to be able to vibe code video games by the end of 2025
I believe Perplexity will be dead or be completely irrelevant in a couple of years.
Google down because OpenAI announced a browser. Markets don't learn 🤦♂️
Google $GOOG Waymo is projected to grow from 500,000 rides per week to 8 million by 2030, according to Bloomberg 🔥
Gemini 3.0 Pro is already referenced on Gemini's source code. Release is imminent 🔥
🇬🇧 Waymo is coming to London in 2026, its first city outside of the U.S.
Veo 3.1 is coming! We will have these new models: - veo-3.1-generate-preview - veo-3.1-fast-generate-preview The most important updates will be longer video duration with improved character consistency.
This was made in one-shot by (likely) Gemini 3 This could be the first time Gemini surpasses Claude in coding.
Google's Veo 3.1 is coming soon. It will increase video length to 1 minute and improve character consistency.
OpenAI is rumored to announce a no-code Agent Builder during DevDay, competing directly with n8n and Zapier. It will let users build agentic workflows and connect MCPs.
Does anyone remember that Meta launched a similar app to Sora 2 a week earlier? 😂
Excited to share Vibes — a new feed in the Meta AI app for short-form, AI-generated videos.
Remember: Gemini 3 and Nano Banana 2 are both coming before the end of the year 🔥
Sora 2 is amazing. But I think they crossed the line now. It’s way too obvious it was trained with lots of copyrighted material.
Google launched Gemini Robotics 1.5. This model brings agentic capabilities + Web Search to robots. It also allows different robots to run with the same model and learn from each other.
Alibaba $BABA is up 43% in the last month 🔥 Did you have it on your portfolio?
Since I made this post in April: $GOOG is up 72.15% $NET is up 129.10%
At these valuations, my highest conviction companies by far are $GOOG and $NET
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