AI token pricing is collapsing but usage is exploding as reasoning models and agents consume far more tokens per task.
That should drive a ton more AI usage across $GOOGL, $MSFT, $META and $AMZN with $NVDA, $AMD and $AVGO powering compute stack while $MU and $SKHY supply memory behind it.
$GOOGL is turning Gemini into a checkout layer with select users in India now able to tap “Buy” and purchase Flipkart products without leaving Google’s AI interface.
This is another example of how AI is becoming the front door for commerce.
BREAKING: Quiver Quantitative was just added to Claude's connector directory.
This will let people build on top of our data on stock trading by politicians, hedge funds, and insiders.
Here is how to get access: