GOOG

jalehmichelle

Why not both 😅 I allocate ~60% to shit like VOO, ~25% to individual "safe" stocks (eg GOOG), and ~15% to calculated risks (eg HOOD). So far has paid off well while capping my overall risk. Idk why people act like you have to choose between low and high risk, just choose a proportion that suits your personal risk tolerance but that will not destroy your entire life if you're wrong

absolute_cinema81

>  MSFT un-retired Three Mile Island AMZN bought a datacenter bolted to Talen's nuclear plant GOOG signed with Kairos for small modular reactors This shouldn’t be presented as if the Iran situation led to all these events. All three of those deals are from 2024.

ChampagnePapi-

I asked Claude what to buy and it said V, GOOG, KTOS

horrible_noob

I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.

Asleep-Strike4978

My MSFT holdings are good today but GOOG is in the red. Net zero

LumpyShock9656

How on earth did VOO end up green with NVDA GOOG AMZN AAPL WMT COST in the red

daytrader7222

Funds were swapping their profolios last 20 mins? MU, SNDK, AVGO, and AMD all rebounded while NVDA, GOOG, and INTC drilled last 20 mins.

fungoodtrade

HOOD reclaims the 330MA with volume... SOFI almost tested the 330MA from below... RDDT closes decisively above the 330MA from below, IBM smashes the 330MA from below 6 days ago, GOOG getting used as liquidity to broaden the rally. If you are still bearish... please explain to me how you plan to stay bearish after this week. The 330 is where a lot of institutional attention is focused... everything has been early up until now. After today its going to get wild. The momentum algos are going to eat this shit up and start deploying real money.

powerboner

GOOG wtf you pos?

Put_Er_There_Sport

NVDA and GOOG holding SPY back from 760 right now

SuperbSandwich

GOOG, MSFT, NVDA, CRWV, INTC, MU all making crazy moves jeeeeez Am I missing any?

Chokeslam2Hell

NVDA & GOOG slipping 🤔

leakybiscuit

wtf just happened? GOOG and Nvidia dumping, Meta pumping?

__nameless____

taking small profits always saved my ass, looking at you GOOG LMAO 🤌🏻

Fhyzikz

I hope those GOOG gaps don't get filled. Won't be pretty

Cosmorto

Is GOOG consolidating still or is it joever?

fungoodtrade

I buy more leaps when rsi hits 35, then if it dips more I'll buy more leaps every support level down. I try to keep my leaps and shares, but the leaps are there to trim at the top as well if i want cash or to buy other things. So, yes... add leaps or shares at RSI 35 on the daily timeframe, confirm entries if you can with the weekly timeframe chart. My move to protect during downside is the covered calls that I sell, but then when RSI dips I buy those back for a profit. Overall the reason this works is because it is GOOG, it isn't going to dip forever... at least not for the foreseeable future... everyone has figured out just how well positioned they are. The rule might even have to be tweaked to buy at rsi 40 or 45 for a while... I don't know. Just letting you know what I've been doing, always have to keep some flexibility with the rules. If you are worried about having a cash reserve... I get it... so do I. I don't really go 100% all in when I buy, but this ends up being the core of my portfolio and makes decent money... I can go riskier elsewhere, but this supports my portfolio overall and outpaces the index by a lot. Not everyone will feel comfortable having half or more of there portfolio in one stock.

Remarkable_Owl

GOOG won’t even kiss me on the mouth

shindiggaa

Rip GOOG

elgrandorado

Thanks! Yeah I went dumpster diving after moving out of the semi trade with ASML in Q1 this year. I also sold some short term laggards that I just didn't follow quite enough (the ratings agencies). I've been trying to take an approach closer to that which Peter Lynch suggests, which is to invest in what you know. Investing in a GOOG or FIG has been much easier to understand and manage for me. Same with RDDT & MELI, which are companies I or my family regularly interact with. Better to invest in what I know, than to invest in companies that I looked at that I just couldn't wrap my head around (BN & CSGP were two of those which I studied for years that I never got comfortable with). It took me like two months of research in 2022 to fully get into the mechanics of ASML, and the drawdowns on that one were frustrating to stomach. I made money back in 2023/2024 with NOW and I never fully wrapped my head around that one as well. I'll probably also rotate out of a couple of holdings that I still only understand peripherally

shindiggaa

Feeling GOOG calls 

Fhyzikz

Sell GOOG in May and go away

BannanaPepperPizza

I'd have gone GOOG but GL

Normal-Phase-1252

quantum next obv cycle and there exist only IBM and GOOG

Neader

Can GOOG get its shit together

tylerthetiler

I don't know much about stocks/investing past "buy the dips" and "put it into VOO". At this point, I avoid individual stocks. The only one that I would put it into right now is MSFT or GOOG, but otherwise just VOO. I think that's where I'm thinking, "Is this going to keep going or will it all die down after the AI craze is over(which I feel it will be before that long, couple years maybe)".

CUbuffGuy

After being balls deep for months I just freed up some cash for the first time in awhile. Feels good to take big profit and have powder for any dip. Still pretty deep in semi's and the classics like GOOG but little less degen for the next bit, sold some space. Hoping to reload it at a discount.

fungoodtrade

I start off with selling 180 ish DTE, sell at around RSI 85 (90-95 would be ideal) on the daily time frame. buy back at RSI 45 (35 or below would be ideal). I roll before it ever hits my strike. I had 470s for may of '27 for example this time around (just bought back today). Delta is important, but I'd say an easier way to think about it is +20% stock price when RSI is > 85 on the daily time frame, so that's how i come up with 470 strike for goog ccs. If it goes to 450, i can still roll out and up another 20% easily... roll out to 365 DTE. All i need is a small pullback 5-10% once every 2 years or so to lock in gains. If i roll up and out i only roll up and out for a net credit. I also add size on GOOG below RSI 35, and if RSI gets to 20s or teens I buy again. Just my two cents of how I've been handling it for the last couple years. My share avg price is like 219 because i sold some of my cheap shares by accident. I was in the 180s. The whole point is that if goog does +20% 4 times or more consecutively without a pullback, then I'm ok selling my shares... is it possible i lose my shares using this system... sure, but I won't cry about it if they get called away at $700.

powerboner

No it’s ok GOOG. I HATE money

n0m0rem0ney

GOOG slapped me when i tried to tell it to go slow slipping it in

actualnotme

As soon as MU touches 1T in market cap it starts being like GOOG Not doing absolutely anything for weeks until randomly breaking out 1T is a curse, DILUTE THE SHARES NOW

Fhyzikz

GOOG low volume selloff today

AppleJuiceTwo

Started to feel personally disrespected by GOOG

n0m0rem0ney

i need a tweet to say that GOOG is a great ticker EVER perhaps even the BEST

FakeMetsFan

I'm also the same age but I'm heavily invested in tech (NVDA,MSFT,GOOG,AMD,PLTR,AMZN) as I believe this AI cycle will continue for a few more years at least. I'm going to ride this till I hit $10MM. 20% in AAPL and COST as these are my buy and hold forever companies for me.

Several_Bread_9144

Market has shifted. MSFT is king and GOOG is the turd now

n0m0rem0ney

You guys should invest in those suicide pods with the way GOOG has been going

poomsss0

moving in to index mean 40% of that is NVDA, GOOG,AMZN, MSFT, APPL? What is the different here?

HAND__EGG

Everyone in here but GOOG holders are going to the moon…. WHATS HAPPENING GOOG FRENA

n0m0rem0ney

can GOOG do 8% in a week?

Wide-Pianist-8026

why GOOG go down

Chokeslam2Hell

Where tf is GOOG going

molestriosofficial

These people trade on emotion. I was getting killed 2 years ago for buying GOOG after people thought search was dead lol

Fhyzikz

I have a cash secured put for JPM I sold yesterday and may sell a GOOG one at open if it dives more

Independent-List-242

The flow in GOOG is quite bearish. Might be to restest 380… or probably fill the gap down in 350 :)-

hftrobo9285

GOOG being a total regard

zin3d

So why exactly is GOOG down?

trsx5

What the fuck is this selling in GOOG

Neader

Holding GOOG calls and a MSFT put shoot me in the face please

Potential_Swimmer580

It’s just another form of risk dilution and diversification, especially when this is in the context of hyper scalers and high volatility. If you only have a single thesis and can’t find any other stock to grow your position in that’s on you lol. I’ll keep expanding my NVDA and GOOG in the meantime 🤷‍♂️

iliveasimplelife

can MSFT become GOOG now and go up 100% in 3 months 🥹

stuntondeezh0es

Something like 60% of GOOG’s last earnings were unrealized anthropic gains. Who decides how much anthropic is worth? I’d put that one in the bubble list

LongNVDA

Whole house of cards built on top of mag7 capex and trump truth posts. Been full port GOOG since last year April dump and still feel bad about like 140% profit lol seeing those space, drone, semi ramp up. At least it’s a nice show to observe lol

Astronaut100

GOOG especially is focusing on delivering AI at scale in a cost efficient way. Their custom chip game is top notch for achieving that goal. MSFT gives a clueless impression even though they had the first mover advantage for two straight years. They are hopelessly dependent on OpenAI and NVDA. META is the worst placed. Zuck is obsessed with all new tech trends without any semblance of a plan on the ROI.

Emotional-Breath-838

They also have huge shares in SpaceX, I believe. I think of GOOG more like an ETF than a single ticker now.

acrossseasons

The tech stocks you own aren’t very high beta so tbh I don’t really think moving on from them matters much other than maybe NVDA if you’re worried about the AI buildout crashing. META/AMZN/GOOG Capex is what’s holding up the market, but also holding their own stocks down. If MAG stocks lower capex the AI market would tank but I wouldn’t be surprised if the MAG stocks rocketed after the initial dip. Remember when META tanked due to metaverse capex? What happened as soon as they cut their capex? 🚀🚀 A huge part of SPY is AI buildout stocks and those are going to tank much more than your MAG stocks when capex cuts start, so I wouldn’t be surprised if SPY has almost just as much downside. I’m sure I’ll get downvoted to hell but with 20% of your portfolio in those stocks I don’t think it’s much of an issue. If you’re really worried I would sell the NVDA and half of the others.

annoyed_meows

Someone else said it, the S&P is heavily weighted into tech. But when tech drills like last fall and the beginning of this year the S&P stays buoyed much more. I'm 48. But what I've started doing is when I profit take I put the profits into things like SCHD and BRK.B. People are down on them because they aren't exploding like everything else but when tech drills they usually stay up pretty well or actually go up. Great hedge. BRK.B hasn't moved since warren left, then are down off the may 2025 high of 540. But once that cash pile and buy backs start in earnest it's going to do very well. I keep stacking. I think your idea to trim a bit is a good once, but there's some companies worth keeping money in. GOOG looks like it will be one of the AI stars. I have a big position in that and I'm not letting that go. AMZN too. One of my forever holds. I sold off my MSFT. Personal choice there, but I ran it since 2015. I have some growth/risk stuff I'm willing to let run for many more years, I'm just starting to build into the value categories. Seems like you're doing that now. Makes sense. Something I'd recommend is to start asking AI about this. Tell it what you have. What life you'll live. It can help you start to brainstorm and plan. I do it with gemini, claude, grok. Very useful convos for me to think outside the box and start planning. GL!

Upstairs_Whole_580

Yeah, they can. It's largely corporate spending. NVDA, MSFT, AMZN, AVGO, META, GOOG(L). It's NOT discretionary spending.

Spear_n_Magic_Helmet

jacked to the tits on GOOG calls ✅ refuse to pay for YT premium ✅

Specialist-Neat4254

Everything I bought last year, sold at near break even is skyrocketing GOOG, NVDA, PLTR, DELL, looking at you. Even was in MSTR by accident because I thought it was monster energy.

Shapen361

If you have Bloomberg or any kind of fintech, chart a company's stock price against its revenue and earnings. See if they track. For example, I did this against Nvidia and Intel, Nvidia's numbers appear strongly correlated whereas Intel's stock price sharply diverges as of late (and from 1 year forecasts). Additionally, examine whether the company is highly leverage and has significant, persistent negative free cash flow (ie. Oracle). If you can find a company whose stock price makes sense relative to earnings and is not screwed if the AI story weakens, those are the keepers. MSFT, GOOG, AMZN, NVDA, and META should meet this criteria, while companies like INTC, CRWV, and ORCL won't (haven't looked at MU).

Alicyclobacillus

GOOG is my bet I suspect most of the other AI stocks are gonna dump -80% in the next few years Just like the internet, a few big winners and lots of collosal losers

Cloud2987

I’m the opposite, I went from individual stocks to mainly ETFs. I currently have VTI, QQQM (ETFs) AMZN, META, GOOG (MEGA CAP), and TSLA and RKLB (Speculative). I didn’t do that well chasing individual stocks, so I still closer to sure things.

No_Team_6326

I don't trade, but I have long term holds in pretty much the stuff that's up these days (MU, ASTS, NBIS, RKLB, AMD, etc) plus even longer holds in MSFT and GOOG which are up like 1000s of %. It's been a lucky few years.

KarenBoof

MSFT is a large part of my portfolio.about 5 years ago I bought an equal amount of MSFT and GOOG to make up half of my portfolio thinking one will dominate AI, but had no idea which one. MSFT with their investment in OpenAI dominated for a short while GOOG plummeted. Everyone thought Google search was dead due to AI. Then GOOG showed they can actually capitalize on their investments and the tides changed fast. The people who move markets aren’t software engineers that use these products day in and day out. I am. It gives me a unique insight into where these techs are going, seeing the bottlenecks, where the demand will be, etc. As much as I hate some of MSFT’s business practices (looking at you copilot), they have a very strong moat with enterprise. To leave MSFT for a very large company requires too much investment and is not worth it. They do offer great business productivity tools too. The key difference between MSFT and GOOG or even AAPL for a better example, is that the average investor and look at GOOG and AAPL and see their value. The same can’t be said for MSFT. The average investor isn’t using Azure or .NET and seeing the products they have been rolling out or the moat they have. They look at shitty ass Windows and copilot and think, geez this sucks. They don’t see where the bread and butter lie. It’s the investor that’s lagging behind not MSFT

Oil_Shock_2026

I did a deep dive on this with Gemini. Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC) This takes market share away from Nvidia training and inference chips. On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side. So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META. Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.

telolahyns

This. It was literally my buy signal, loaded a bunch of GOOG, one of the best decisions I had. 

fack-the-suits

50% of that cloud commitment is OpenAI Monopoly money. If OpenAI goes bust they not only lose that money, but lose massive growth lead to AMZN and GOOG, because they reserved half of their capacity for nothing. Windows is only ~10% of their revenue, Office Suite is ~25%. Like 30-35% of their revenue is tied to Windows & Office Suite. Azure is growing so fast rn because they have every F500 and their mother slinging copilot licenses like candy. Copilot price is going up 9x in June… and companies are already dialing back and limiting usage. Not to mention their AI tooling is dogshit compared to AMZN and GOOG. Hyperscaler will probably always go up, but if cloud providing becomes your only meaningful revenue segment, you’re gonna lose to the hyperscalers that have more revenue segments.

n0m0rem0ney

by does GOOG -5% my portfolio?

toydan

seeing a metric shit ton of collabs and contracts w $GOOG and $AMZN coming across the wires of late on ai/cloud $MSFT not so much

polychris

It was like this for GOOG back in the first 4 months or so of 2025. Accumulation phase. Have patience

fack-the-suits

Google actually had a case though (was a GOOG bull at 150-160), what is MSFT case? It’s just too hard to switch? Their products are bottom tier across the board, and their customers all hate them. With AI it’s not even that hard to switch, and people that use the Office Suite as their daily work will soon be replaced or greatly reduced by AI…

Mirash2000

So you're saying GOOG Leaps is the move (⁠ ⁠´⁠◡⁠‿⁠ゝ⁠◡⁠`⁠)

Random_Name_Whoa

I sold a bunch of GOOG leaps last fall for a quick $20k payday. Would’ve been easily $300k today. Win some and lose some; odds are I wouldn’t have held this long even though that was my original intention (hence LEAPS)

LilRobloz

I sold a lot of good stocks like GOOG at 200, BKSY at 20, ONDS at 2, AMD at 120, GEV at 550, ASTS at 25, RDW at 10, etc. and sold a lot of stocks that went to shit like AIIO, ARBE, EOSE and others at high pices, you can win them all and it's better to just try and forget about them

DistributionBroad173

Sold all my CRWV for a profit, that google announcement scared me out. I put the revenue to work in other things. I still own my GOOG and GOOGL. I do not plan on ever selling. I bought GOOG on the IPO in 2004, at $90 a share. Sold 1/2 for profit and to make the other half all paid for,

not_a_cumguzzler

No no, it doesn't work unless I do. I'm the main character. And I haven't gone long yet. So the market will keep rallying. (I have SQQQ, and sold calls on GOOG that I can't unwind)

heyThereYou3

GOOG owns some of it, buy GOOG. 

DePoots

I used both leveraged shares (margin), and options. Options were always the furthest possible strike. I just got a very lucky streak, QUBT, GOOG, and now NOK, so shares at a 2.5-3x leverage, were enough to do most of the work. Also I don’t day trade. I just invest heavily into a company I believe in, and once I lose confidence and see a better opportunity, I move my position there. Usually have very long “trade” times

x86rip

Yeah GOOG FTW, they even dont have to be number one in this AI race to profit from it.

aardvark92

If GOOG has that much upside, it's worth buying now and not waiting for a dip.

Alicyclobacillus

GOOG is my biggest holding, 100% agree They also have Berkshire Hathaway investing in them GOOG is the clear winner of the AI race. I wouldn't touch their competitors, expecting them all to dump into oblivion over the next couple of years.

NOT1506

Beginning of 2022, I was getting divorced. Sold all my ETFs and piled into GOOG hoping to hedge the Ukraine war, while paying off both lawyers and my half of the marital assets. Wrong thesis since GOOG beat the market on the downside from Jan to Sep 22. Had to sell most of my GOOG shares. Went from $100k down to $20k at the lowest. Never bought back into GOOGLE since. Good times.

manoman42

MFST needs a ceo change, their copilot expansion with subpar AI performance while being left in the dust by their invested companies (oai) and Anthropic /GOOG AI, MSFT is at risk. They can turn it around but need to act fast or else they’ll become an infra company only, and lose out their SaaS

Comprehensive-Eye500

When you say trim back for GOOG for example, what do you with the “trimmings”?

jvaritek33c

I have rules surrounding concentration. My largest position is Google. If it grows to be 40% of my Roth IRA, I sell enough so that it drops down to 30%. Additionally, if my GOOG position becomes 25% of our entire household'S net worth, I trim back to 20% My other large position is BRK.B but I view that holding as analogous to cash.

mabellacys

well done bro! didn't know others were trading OSUR with me out here! I caught it over on the ThetaPal website on the IV leaderboard. made a small $5k on it. thetapal iv leaderboard has been hitting left and right. caught GOOG and MU as well recently. I swear, I have been doing it wrong this whole time.

lindcookie

The last few years have literally been free money tho? All the shit that was peddled here has gone ballistic, ASTS, RKLB, NVDA, POET, MU, GOOG did 120% in a year... fucking SPY is up 27% in a year..... if you're not making money you're either shorting shit with the knowledge stocks only go up or you're actually retarded

TurboChargedRoomba

Anything in logistics, transportation, healthcare. Many of the companies are bought by larger corps so you can get exposure. Waymo through GOOG, Universal Robotics through TER, Amazon Robotics through AMZN (though they’ll never try to spin out to offer their solutions to other companies). The play could very much be on the companies that nail computer vision or sensing.

Moepenmoes

So we have 2 of the world's largest and most advanced software companies, MSFT and GOOG, and NEITHER of them have managed to implement dark mode yet in Office web or Google Docs. Fucking how?

hoopaholik91

I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.

ParticularWarthog319

If GOOG and NVDA turned it around this would be a beautiful day.

aka_crashoverride

That rotation into GOOG and AMZN was a good ass juke.

Grabm_by_the_poos

GOOG finally pumping again!

n0m0rem0ney

GOOG please i’m begging you. 400

The_Albertino

Typed “IREN financials” into GOOG and it gave me the Q3 earnings for 2026….Puts on AI lmao

Etherius

What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)

cgonz15

I have NVDA AND GOOG Dec 2028 leaps, at this rate, I will be profitable around mid 2028 if even that

mneymaker

Although I am extremely bullish on $NBIS in general, I am eyeing $CRWV after some market cooling down for OpenAI and Anthropic IPO's sympathy runs along with GOOG.

ghostjjl

And I own 88 shares of GOOG. Coincidence? Yes. Hotel? Trivago. Calls it is!