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Everyone’s watching ChatGPT dominate headlines, but I’ve been tracking something far more interesting in the AI traffic data — and it’s telling a completely different story about where this market is headed.
When you look across multiple snapshots — 12 months ago, 6 months, 3 months, one month and today — one pattern jumps out immediately. While ChatGPT and OpenAI hold the biggest chunk of traffic, there’s a red line steadily expanding across every single time frame.
In fact, Gemini has quadrupled its market share in just one year…
That red line isn’t random noise. It’s Gemini, Alphabet’s (GOOG; GOOGL) AI, quietly taking market share each and every time period.
This is a clear, consistent trend that shows where AI adoption is actually going — not where the hype cycle wants us to look.
The Ecosystem Advantage Is Taking Over
Last summer, I told you Alphabet was my No. 1 AI play. At the time, it was lagging behind competitors. But then I used Gemini for the first time — syncing it with Gmail, my calendar and Google Docs — and I was blown away.
The integration was seamless. That’s when it hit me: Adoption will accelerate simply because it’s so easy for everyone to integrate.
That ease of use is now showing up in the numbers. And it’s exactly why I believe GOOGL will be the biggest stock over the next five years, and will take over as the king of AI.
Yes, GOOGL is already a huge company. But we know what high-momentum stocks like to do. They don’t just stop because they’re already large. They like to keep going, and I expect that for GOOGL.
The Market Share Trend Is the Tell
The accelerating rise of that red line highlights something deeper — the power of Alphabet’s ecosystem. While competitors fight for standalone adoption, Alphabet is embedding AI into tools like Gmail — which billions of people already rely on daily.
That’s not a short-term advantage. That’s a structural moat that compounds over time.
So while everyone debates whether ChatGPT can maintain its lead, I’m watching the only trend that matters — the one that keeps rising across every time frame. And I’m positioning accordingly, because the data doesn’t lie, and the direction is clear.
Graham Lindman
Graham Lindman Trading
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P.S. You May Never Trade Options the Same Way Again
Wait, a minute!
“Does Alex sell marbles now?”
Well, as lucrative as the marble industry may or may not be, that’s far from what he’s doing.
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