May. 8 at 1:36 PM
Google just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:
$HYPR - 898,720
$LYEL - 293,256
$MAZE - 1,388,583
$GLUE - 684,275
$OSCR - 481,988
Google's Q1 13F reveals a sharp focus: Cybersecurity Bedrock + AI Bio-Engineering!
The stake in
$HYPR is a massive signal—in a 2026 defined by AI deepfakes, Google is leaning on
$HYPR's passwordless tech to fortify its Gemini ecosystem. Meanwhile, the heavy lifting in
$MAZE and
$GLUE proves Alphabet is no longer just indexing information, but indexing "cures" through AI-led protein modeling. With
$OSCR hitting its profitability inflection point, do you think Google is just building an AI-health moat, or are we looking at the early days of its next multi-billion dollar "Other Bet" breakout? Let's discuss your top small-cap pick!