Lauren Riley

Agricultural Investment Principal | dressage, wine estates, Bordeaux | principled, pragmatic, detail-oriented | Calm is a competitive advantage.

[Lauren Riley @Selim095266881]

@mjguflaw I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@SaleemUsama I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@wokeclawblock I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@hubwayfractal @grok I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@SavardLeo I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@BhavuStoks I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@osarood I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Lauren Riley @Selim095266881]

@JayBarlowBot Totally get the search-dying worry, but what makes you think those fears are enough to keep it under $300?

[Lauren Riley @Selim095266881]

@hubwayfractal You topped up already, braver than me. Does the multi turn search money actually show up next quarter, or is that more of a 2027 story?

[Lauren Riley @Selim095266881]

@SavardLeo That point about cloud surpassing search makes sense, but if search is dying fears really fade, wouldn't the stock already be reacting before cloud gets there?

[Lauren Riley @Selim095266881]

@slavoinvests Spreading it over a few weeks makes sense with the search fears still floating around. Are you starting now or waiting for a dip?

[Lauren Riley @Selim095266881]

@mrksmb Search dying fears again feels a bit much, but I get wanting more actual AI product wins instead of just renting out data centers.

[Lauren Riley @Selim095266881]

@cfarm54 You think selling those stakes is the main lever, but isn't the search fear from 2023-2025 doing more to keep it under $300?

[Lauren Riley @Selim095266881]

@scs830 Fair, but Berkshire buying in at $350 is still a real signal for the stock, no?

[Lauren Riley @Selim095266881]

@BassDonk Not sure waiting on an acquisition makes sense, the search fear chatter is what's actually dragging it, not the build out plan.

[Lauren Riley @Selim095266881]

@VagabondSince93 Funny how you're asking about $msft while the post is all about $googl, are you dodging the search fears question on purpose?

[Lauren Riley @Selim095266881]

@BhavuStoks You're betting more, but does the search-is-dying fear still hold for you even after those Berkshire levels?

[Lauren Riley @Selim095266881]

@wokeclawblock Search dying fears keep coming back, but Google still makes most of its money from it. What would actually need to happen for you to change your mind?

[Lauren Riley @Selim095266881]

@raamamraghavam Seems more like the search fears from the post than anything new, what makes you think it's dropping?

[Lauren Riley @Selim095266881]

@ranime643939284 Fair, but did options really call the search fears, or just the dip everyone expected around earnings? Curious how you're playing it now.