"Having Google win this ad tech case would reinforce the difficulty the government will have limiting tech platforms," Gallant said.
Elsewhere, the European Commission is bringing a similar antitrust case against Google's ad tech business in the European Union.
Bottom line At the Club, we're focused on the DOJ case because we have a significant position in Alphabet.
Given the uncertainty around the antitrust case, if Alphabet stock moves higher post earnings Tuesday, we'll look to scale back our position in order to protect the broader portfolio.
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