I put $100k behind this bet

Do not index

March end is generally the time when I go over my financial bets.

Maybe I will sell some, maybe I will buy some.

But I definitely reflect on all of them.

And when I was going through all the things happening in the economy, I came to a conclusion:

GOOGLE and META shares will 2-3x soon.

Here’s why I’m buying $100,000 worth of shares 👇🏻👇🏻

A perfect storm is brewing that will benefit these tech giants from BOTH ends:

Catalyst #1: More Money Flowing to the Stock Market

I predict that we’re going to see a very large surplus of money in the coming months.

AI is changing where money goes:

Teams are getting smaller (AI doing the work of 5 people)

Startups need WAY less funding to build

That means less VC money going to startups

Where's that money going? The stock market

Meta and Google are massive components of the S&P 500.

More money in the market = these giants benefit disproportionately.

Catalyst #2: Content Distribution is King

As I've been saying for years, distribution is everything now:

Teams shrink due to AI

Product building is easier

Distribution becomes THE bottleneck

How do companies solve distribution? 👉 ADS.

Guess who controls the two biggest ad platforms in the world?

That's right - Meta and Google.

As companies desperately push money into distribution, these two collect the checks.

The AI Effect

Y Combinator startups are growing faster and more profitably than ever because of AI.

They're spending less on:

Development

Staffing

Infrastructure

And more on:

Growth

Expansion

Why I'm bullish

Both Meta and Google benefit from these shifts:

More money flowing INTO their stock

More money flowing INTO their ad platforms

It's like owning both the casino AND the hotel it sits in.

I'm not a financial advisor, this is not financial advice; this is simply me putting my money where my mouth is.

I'm buying shares consistently and plan to hold for 3 years minimum.

The bottom line

While everyone's chasing the next shiny AI startup, I'm betting on the platforms that will:

Collect the ad dollars from ALL successful AI startups

Benefit from the massive shift of capital to public markets

When there’s a gold rush — sell shovels (or bet on the people that sell shovels).

Hit reply if you've got thoughts on this investment thesis. I'd love to hear your take. 👇🏻

Tweet of the week

Crazy what a good team building good technology can do.

Life changing money just for working on the ‘right’ thing.

If you have a friend in tech — share this email with them (you will seem smart to them 😅)

Keep building (and investing)

Tibo 💻