---
title: The dispersion of public market returns between sellers and buyers of AI.
description: "Note however it feels weird to find Alphabet $GOOGL in the \"loser\" camp as the stock is up 130%+ over the last 12 months. \n\nSome buyers of product shortage are able to perform well as long as investors see clear evidence that its AI investments are turning into real revenue and profit growth — not just hype. Alphabet's cloud computing business has been delivering much better than expectations. \n\nSource: Tanay Jaipuria"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [The dispersion of public market returns between sellers and buyers of AI.](https://blog.syzgroup.com/syz-the-moment/the-dispersion-of-public-market-returns-between-sellers-and-buyers-of-ai)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | May 18, 2026, 3:27:03 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/the-dispersion-of-public-market-returns-between-sellers-and-buyers-of-ai)

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