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r/optionsSee Post

Options Profit Calculator - Feedback on Potential Trades

r/StockMarketSee Post

Everything there is to know in premarket 29.01. Including positioning analysis of GOOGL NVDA and AAPL

r/stocksSee Post

Oh, the mistakes I’ve made!

r/wallstreetbetsSee Post

Earnings & economic calendar

r/wallstreetbetsSee Post

BIG WEEK AHEAD

r/optionsSee Post

Covered Calls on Google

r/wallstreetbetsSee Post

GOOGL April 19'24 $170 Calls - Up 100%... Thoughts?

r/investingSee Post

When to sell my AAPL and GOOGL

r/stocksSee Post

Should I hold onto TSLA or cut my losses and diversify?

r/investingSee Post

GOOGL stock outlook uncertain because of declining ads?

r/StockMarketSee Post

18, Any thoughts on picks?

r/stocksSee Post

#3 reason why I'm backing out of Google in my portfolio: Chrome updates Incognito warning to admit Google tracks users in “private” mode

r/stocksSee Post

Portfolio management

r/investingSee Post

Offsetting Previous Losses While Continuing to Invest for the Future

r/wallstreetbetsSee Post

Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024

r/optionsSee Post

Probability of profit from below calls? Expiring on 26 Jan

r/wallstreetbetsSee Post

Magnificent Seven fact.

r/wallstreetbetsSee Post

Anyone else doing a cut and run with GOOGL/AMZN?

r/wallstreetbetsSee Post

State of Alphabet ($GOOGL)

r/wallstreetbetsSee Post

80% on the year for 2023, wonder if Buffet needs a new #2.

r/wallstreetbetsSee Post

80% on the year for 2023, wonder if buffet needs a new #2.

r/wallstreetbetsSee Post

2024 Three Stock/Ticker Bet

r/stocksSee Post

What stocks usually benefit the most from an election year. META & GOOGL are the big ones are there any others?

r/investingSee Post

Advice for diversifying portfolio

r/stocksSee Post

Thoughts on selling covered calls - AAPL, AMD, GOOGL, AMZN

r/investingSee Post

Advise on selling some of my holdings - GOOGL, META, INTU, CRM

r/investingSee Post

Weekly recurring stock investments a viable strategy?

r/wallstreetbetsSee Post

I'm a professional regard and these are my notes 19/12

r/wallstreetbetsSee Post

What Options Activity is Saying About the Market

r/stocksSee Post

Well Priced Growth Stocks Recommendations?

r/wallstreetbetsSee Post

Mistral AI and Google Cloud Forge Alliance to Revolutionize AI Accessibility. $CALLS on $GOOGL

r/stocksSee Post

What yall think of the picks for my Roth IRA. Needs any changes? include different sectors?

r/wallstreetbetsSee Post

Google's best Gemini demo was faked. $PUTS on $GOOGL

r/wallstreetbetsSee Post

Arbitraging the AI potential misspriced in some stocks that will become the leaders

r/StockMarketSee Post

Should i purchase 100k$ of GOOGL? Big google gemini launch.

r/stocksSee Post

AI is going to kill the Tech Industry

r/wallstreetbetsSee Post

1700% gain on my option and I’m still losing money.. I suck so bad at this.

r/stocksSee Post

Market trading at high valuations given rates, economy slowing expectations

r/investingSee Post

Understanding market growth

r/StockMarketSee Post

Got Stuck Holding 220 TSLA shares at $296

r/optionsSee Post

manually routing orders - choosing exchange

r/investingSee Post

How much reasonable risk should I take on to maximize profit?

r/stocksSee Post

Taking out all my money from VOO and dumping it into MSFT

r/StockMarketSee Post

ChatGPT preys at Google $GOOG, $GOOGL search's dominance

r/stocksSee Post

Microsoft stock hits a record high. Why its next move might be lower

r/investingSee Post

Google faces second major U.S. antitrust trial over Play Store monopoly allegations

r/investingSee Post

Investing at 24 years old

r/investingSee Post

Sell or change strategies

r/stocksSee Post

Down 11% on taxable account. Planning on buying a house in the next 2.5-3 years. Should I sell or change strategies?

r/stocksSee Post

Palantir Ranked No. 1 Vendor in AI, Data Science, and Machine Learning

r/wallstreetbetsSee Post

$GOOGL stock has its worst day since start of the Covid pandemic in March 2020

r/wallstreetbetsSee Post

Am I doing this right? :D [GOOGL EARNINGS CALLS]

r/smallstreetbetsSee Post

Most Important Stock Market Earnings from Today - (10/24/2023)

r/wallstreetbetsSee Post

Can anyone explain to me how $GOOGL drops 5% immediately after closing?

r/wallstreetbetsSee Post

GOOGL to the moon confirmed by Bollinger Bands

r/wallstreetbetsSee Post

DD for the week of the 27th.

r/stocksSee Post

Suggestions on how to recover losses if I am not selling my winners

r/stocksSee Post

I wanted to try to invest in 10 completely random stocks to see if this beats the market in 1 year, so I asked ChatGTP...

r/wallstreetbetsSee Post

Puts on $GOOGL

r/optionsSee Post

Recommendations for stocks that are similar to AMZN and GOOGL pre-split

r/optionsSee Post

Market drop --> Call Calendars vs Call spreads vs Calls

r/stocksSee Post

Looking for an ETF w/o exposure to big tech

r/stocksSee Post

If you could invest $ 1 million but only in one stock, what would it be?

r/wallstreetbetsSee Post

TAMING ROBOTS: US Gov Meets Tech Giants ($META, $GOOGL, $TSLA) Over AI Regulations!

r/wallstreetbetsSee Post

Where to put $120k 💵?

r/optionsSee Post

Experienced traders preferably, SPY, QQQ, AAPL, GOOGL?

r/investingSee Post

Index fund vs top 10 S&P Stocks?

r/investingSee Post

Qualitative company analysis… How to?

r/wallstreetbetsSee Post

I am about to make the bet of my life - Financial Freedom by 2025 or Nothing

r/wallstreetbetsSee Post

The idea that the stock market will crash is utterly preposterous

r/optionsSee Post

Oct23 GOOGL Bull Call 125/135 (+covered call)

r/optionsSee Post

Options trading perspective for August 31, 2023

r/optionsSee Post

Options trading perspectives for August 30, 2023

r/wallstreetbetsSee Post

Is it Bear Feeding Season or will the Bulls pull through?

r/investingSee Post

How to get rid of my trading habit to invest properly! Fear of losing the money!!

r/wallstreetbetsSee Post

“The attempt to escape from pain, is what creates more pain.”

r/stocksSee Post

Robo Taxi problems

r/stocksSee Post

Robo taxi problemd

r/stocksSee Post

Better performance than Google

r/optionsSee Post

Butterflies & Iron Condors: Assignment Risk vs. Duration & Stock Selection

r/stocksSee Post

ENPH - What caused it to spike to $336 and what caused it to drop to now $136?

r/wallstreetbetsSee Post

Is there an updated list of the all Single-Stock ETFs?

r/wallstreetbetsSee Post

Stick to U.S. stocks that offer experience over hope

r/stocksSee Post

Anyone else bullish about $GOOGL Web Integrity API?

r/wallstreetbetsOGsSee Post

Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)

r/smallstreetbetsSee Post

Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)

r/wallstreetbetsSee Post

Question about GOOGL calls for Nov 17.

r/investingSee Post

Tech ETF options to get more exposure in the sector.

r/wallstreetbetsSee Post

Thank you GOOGL

r/stocksSee Post

Alphabet beats earnings

r/stocksSee Post

Is Microsoft a buy ahead of earnings?

r/smallstreetbetsSee Post

MSFT, GOOGL & SNAP Earnings Moves Recap

r/wallstreetbetsSee Post

How to gain 5x with MSFT Earnings tonight

r/stocksSee Post

Earnings estimates

r/stocksSee Post

Microsoft $MSFT and Alphabet $GOOGL Earnings Are Critical for This Stock Market Rally. Here’s Why:

r/stocksSee Post

Using TSLA, AMZN, MSFT, GOOGL, APPL as my makeshift 401k. In theory, what could go wrong?

r/optionsSee Post

I want to be hedging my GOOG and AMZN and AAPL shares for earnings......

r/optionsSee Post

Long call, deep ITM risks

r/investingSee Post

"Unfortunately, SigFig does not currently support this holding"--recs for other portfolio trackers?

Mentions

I went long call spreads on META/MSFT/GOOGL like 6 weeks ago. How do you think I feel 💀

Mentions:#MSFT#GOOGL

I can't, my average cost is 294, and it's currently in the low 270's. Selling CC's at my average cost strike is literally pennies. Selling closer to the money, means that I could potentially get called away at like 278 if there's a short pop and GOOGL ends the day above the strike.

Mentions:#GOOGL

Dude, I can't fuckin win. I'll bet the market and my GOOGL stock will shit the bed again tomorrow. But you know the moment I sell, and god forbid, the moment I buy SPY puts, there will be news of a cease fire, a negotiation, progress with peace talks. And the market will fucking rally. I just can't fucking win dude. So the best I can do is stay in my GOOGL position, take my fuckin beatings, and hope that it doesn't last too fucking long.

Mentions:#GOOGL#SPY

I wished for these prices a few months ago. I'll start nibbling this week at certain levels. More GOOGL, PSLV, NFLX & RIVN. So glad that I stopped gambling options.

Is my GOOGL position fucking cooked dude? Fucking FML

Mentions:#GOOGL

You’re right but when names like GOOGL, MSFT, META are on fire sale and most likely will go down further due to geopolitics not a bad idea to DCA into these names. Might have to hold for a year or two but the returns will be nothing to scoff at

Mentions:#GOOGL#MSFT

I own GOOGL at 180 and TQQQ at 40.50. A lot. Selling covered calls tomorrow. If this week is red, I’ll buy more. If this week is green, I’ll buy more.

Mentions:#GOOGL#TQQQ

I’m currently staying mostly invested while holding a 15-30% cash reserve for exactly this kind of volatility. It’s about having the ammunition to buy quality when others are panicking. Here are my top picks for DCA right now: ​Alphabet (GOOGL) ​Visa (V) ​Monster (MNST) ​ My 'Black Horse' play: Cal-Maine Foods (CALM). I’ve been steadily accumulating this with my cash reserves. It’s absurdly undervalued given its market dominance

maybe ask ChatGpt about investments on hold in the middle east. the Data center buildout is waiting to see what happens in Iran. AMZN, GOOGL, MSFT are not risking investment in an unstable region. contractors are delayed by supply issues. Government investment on hold. when this conflict gets resolved the money will flow once again into the middle east and europe. Chat gives a nice timeline of the buildout and AI Capex. this is just my opinion. i am planning my next plays for Jan 2027 expiry.

!banbet GOOGL $250 2w

Mentions:#GOOGL

a lot of stock valuations are unbelievably undervalued. - RDDT at $120 when war engagement will be a colossal boost - SNAP at $6B market cap when they $1B/year off subscriptions alone is undervalued - MRVL is supplying chips to MSFT and AMZN. They also acquired Celestial for next gen photonic chips. Grossly undervalued compared to AMD and NVDA - GOOGL at 280. You telling me Anthropic is worth 10% of Google when the latter has YouTube, GCP, Adsense, TPUs? - AMZN under 200 when opex outside of AI dev will go down

I think $GOOGL has hit the maximum level of ad saturation on YouTube at this point It has become a truly horrendous experience

Mentions:#GOOGL

How so? They both have an identical number of shares of GOOGL. How are the portfolios different?

Mentions:#GOOGL

I own a little NVDA as I believe it is very undervalued given it’s growth. GOOGL would be my 2nd based on low PEG ratios.

GOOGL CSPs FTW

Mentions:#GOOGL

So you think QQQ is going to 350? Where does that put GOOGL, META, MSFT, AMZN, TESLA, AMD and NVDA?

SOFI has shady rep and the stock isn’t really cheap, they mostly are very promising companies that haven’t proven themselves yet. No AAPL, AMZN, MSFT? Or if GOOGL, AVGO, TSM get really cheap? XHB and AAL/UAL for a trade?   Just maybe some companies that aren’t going anywhere. 

GOOGL ATM calls. 2027 exp. Anything else??????

Mentions:#GOOGL

What’s your hesitation for DCAing GOOGL/MSFT? Do you expect them to vanish or crash in the near term?

Mentions:#GOOGL#MSFT

Exactly. I got some GOOGL and MSFT. I knew that they are solid companies, but I still hesitate to DAC into these. And thus I only DCA into the broad market ETFs. I don't know too much about the stocks that OP own, but DCA into them can be much riskier than DCA into QQQ / VOO.

Yep. Dozen GOOGL. Margin call made 4 months ago

Mentions:#GOOGL

I’m only in MU and GOOGL. Am I fuck? 

Mentions:#MU#GOOGL

I'm getting a similar strong feeling of when GOOGL sold off to $150 last year and then immediately rocketed to over $325. MSFT should be the backbone of every long term portfolio and seeing it 25-30% off is a no-brainer buy.

Mentions:#GOOGL#MSFT

GOOGL

Mentions:#GOOGL

My typical $777 DCA into SCHD. Roth will be maxed in a couple weeks then I’ll start a VOO / GOOGL / SMR every other week DCA for the rest of the year

$MSFT and $META. Liking where $GOOGL is trending too.

Mentions:#MSFT#GOOGL

Half of r/ValueInvesting aped into garbage like ADBE NVO DUOL PYPL and got wiped out. The surviving half decided to yolo into MSFT and GOOGL thinking big tech was a safer bet only to get wiped out as well. Full on genocide of the ValueInvesting bulls.

It's debatable but I think media and tech are far more sheltered than energy, industrials, defense etc. Media- NFLX and SPOT (speaking on core business fundamentals, not the recent M&A stuff with Warner bros) Tech- MSFT, SAP, GOOGL: large caps that borderline on monopolies but aren't, and don't primarily rely on Govt revenues or subsidies Also listed some international as you can see, there's some sales going on for sure IMO

ah yes clearly the problem is GOOGL, bro wtf are you on jfc

Mentions:#GOOGL

GOOGL 250c RDDT 100c

Mentions:#GOOGL#RDDT

From what? It's down nearly 60 bucks from it's ATH. GOOGL is a fucking AI and search engine advertising juggernaut. Surely 60 dollars from the highs is plenty of a discount for people to jump back in??

Mentions:#GOOGL

Dude what the fuck. Every time I fucking refresh GOOGL it's down even more. How the fuck does a stock literally go down minute by minute, literally no rebound.

Mentions:#GOOGL

Is it? I mean, could this Iran shit and energy shortages just fucking send us into a recession and GOOGL doesn't recover for 5 years?

Mentions:#GOOGL

GOOGL could stop shitting the bed day after fucking day....

Mentions:#GOOGL

why the fuck does the market rally forever when I hold puts. But when I hold calls/stocks, it just hemorrhages fucking money. What the fuck dude. My GOOGL and META Stock is getting fucking obliterated. Why the fuck do I get absolutely fucked, for trying to buy the lowest P/E MAG7 stocks???

Mentions:#GOOGL#MAG

Dude, fuck Trump, what a stupid fucking idiot. What the fuck did he think would happen if he fucked with Iran? The strait being closed is literally response number 2 or 3. Not far down the list. And now look at this. The world economy is fucked and my GOOGL stock is down over 10% in the span of a week or two. God fucking damnit, this president is retarded as shit.

Mentions:#GOOGL

2025: "omg I would give anything for a dip to buy GOOGL" 2026 GOOGL down 20%. You: "nahh".

Mentions:#GOOGL

GOOGL long term investor here, welcome to the club

Mentions:#GOOGL

It's simple. Just follow what the IRS has done in the past. NVDA shares are substantially identical to NVDA options. That is basically it. Likewise, GOOG and GOOGL are different share classes of the same thing. Different ETFs, with different holdings, issuing companies, expense ratios, an ETF vs a mutual fund... differences like that are not substantially identical.

Imma need GOOGL to tske a step back so my pay check comes in and i can buy this dip pls

Mentions:#GOOGL

Love GOOGL at 165

Mentions:#GOOGL

Yup. GOOGL is way down from it's peak, and I bought in at 294, but it just kept fucking dipping. Fml

Mentions:#GOOGL

14 day RSI for Bag7 - Daily update. - META: 32.69->24.5 📉 - Microslop: 25.33->23.48📉 - GOOGL: 32.17->26.99📉 - NVDUGH: 42.46->36.56📉 - Tesler: 40.42->36.30📉 - AMZN: 47.25->44.47📉 - AAPL: 41.37->43.57📈 How are those bags feeling today? Mine are about to dislocate my shoulder.

warren Buffett: GOOGL at the price they brought, UNH way below their entry point. He is having a rough run.

Mentions:#GOOGL#UNH

Fuck the goddamn market dude. This shit is so fucking gay. Lost my ass yesterday, any overnight gains were wiped out and GOOGL is down yet again. jesus christ dude.

Mentions:#GOOGL

LSE opens at 8am, GOOGL is your friend

Mentions:#LSE#GOOGL

Sigh dude. I just need GOOGL back at 294 so I can exit this fucking mistake of a position. Fucking FML dude.

Mentions:#GOOGL

Shit is so fucking stupid. GOOGL does something cool, and drops nearly 4% in a day because of it. And guess which fucking stock I'm balls deep in?

Mentions:#GOOGL

What would be more appalling, GOOGL down to 225 or MSFT down to 300?

Mentions:#GOOGL#MSFT

It was the lawsuit. All social media stocks tanked. Reddit, Meta, GOOGL, Snap, etc…

Mentions:#GOOGL

GOOGL calls. That’s the vibe. 290 eod 😎

Mentions:#GOOGL

GOOGL 290 by close tomorrow

Mentions:#GOOGL

I sold 85% of my portfolio a few weeks ago. Saved soooo much money and stress. Maybe should have sold the balance 15% too but those were things that were up more than 100% (GOOGL and GOLD) so I let them ride.

Mentions:#GOOGL#GOLD

I bought $100k of GOOGL at $302 last week I truly belong here

Mentions:#GOOGL

I bought $100k of GOOGL at $302 last week I’m such a fkin idiot

Mentions:#GOOGL

Flipping these GOOGL calls for 100% gains tomorrow then buy MSFT calls for 1000% gains. 😊

Mentions:#GOOGL#MSFT

The ETFs are better. I am just giving you names like QQQ or SMH or MAGS. If you still want stocks, I am giving some names, you need to review in details which is good for you. MSFT, NVO, V (Visa), CPB, HMY, then CTAS,SAP,GOOGL and META. BTW: I just monitor many companies, but my investment is very low 10% or below, as I focus on trading. Of all these, I own NVO and HMY only in my accounts.

Fuck puts. Its calls all day tomorrow. GOOGL 290 eod 😎

Mentions:#GOOGL

FML dude....my GOOGL and META stock got fucking hammered today.... Jesus christ, I literally would have been better off with fucking SPY leaps than holding these POS stocks. Fuck my goddamn life.

Mentions:#GOOGL#SPY

Good point. I already have NVDA at $116.30/share, AAPL $121.91/share, GOOGL 299.36/share and AMZN at 204.69.

Probably that's why GOOGL went down ( ͡° ͜ʖ ͡°)

Mentions:#GOOGL

Lemme get GOOGL at 290 tomorrow

Mentions:#GOOGL

Ok and my GOOGL calls are still dead, so what’s even the point anymore

Mentions:#GOOGL

Getting my dick handed to me on MSFT but at least it's better than GOOGL, META or god forbid TSLA

MSFT puts paying good. Buying GOOGL puts expiring tomorrow and some SPY 630 puts

Market is in a risk unwind phase. When others drop but one does then your monkey brain wants to sell the winner to buy losers. When everything drops, you eventually have to sell your winners too. Alphabet is also dropping a bit because SpaceX is going public. GOOG/GOOGL was one of the few ways to get exposure to SpaceX since Alphabet owns like 7-8% of SpaceX (just another reason why GOOG being at $140 was stupid AF). Some folks will sell some of their Alphabet stocks to make room or balance exposure to SpaceX upon IPO.

Mentions:#GOOG#GOOGL

Oh if you got GOOGL calls you’re eating 🫡🫡🫡

Mentions:#GOOGL

GOOGL doing the wolf of Wall Street. IM NOT FUCKING LEAVING 🤑🤑

Mentions:#GOOGL

I can see partly why GOOGL is down because their algorithms have gotten really bad. I'm watching YouTube videos of how to pan gold dust from the sewers and they're recommending I probably want to buy a $70k pickup truck. 

Mentions:#GOOGL

Hop on the GOOGL train

Mentions:#GOOGL

Gonna go buy a Pixel Watch 4 to catalyse GOOGL's price action reversal

Mentions:#GOOGL

Game of Limbo between MSFT, GOOGL AND META? Who wins?

Mentions:#MSFT#GOOGL

Buy them GOOGL calls dirt cheap. We going to ride the rocket up 🚀🚀🚀🚀🚀

Mentions:#GOOGL

As a GOOGL shareholder this makes me sad

Mentions:#GOOGL

I start scooping up GOOGL the second it hits $250 ngl

Mentions:#GOOGL

Wtf happened to GOOGL

Mentions:#GOOGL

Holy fuck GOOGL

Mentions:#GOOGL

Bye bye GOOGL lmfao

Mentions:#GOOGL

yeah but GOOGL shares bruh

Mentions:#GOOGL

So basically free money on GOOGL leaps, right? This social media thing look like a bunch of non sense and following earning we see GOOGL at probably $320? I'm a regard, but welcome the thoughts of other regards, preferably ones more regarded than me.

Mentions:#GOOGL

If AMZN drops a little more it’s full port AMZN and GOOGL calls

Mentions:#AMZN#GOOGL

A lot of individual stories coming together at a bad time: 1) META and GOOGL are getting hit for losing their court case about social media addiction. 2) The memory stocks are getting hammered because of the TurboQuant announcement. 3) The Semis are getting hit (to a smaller degree than the above) because of ARM's announcement of entering the data center chip space. These all did happen technically yesterday, but the news all is getting digested today.

Mentions:#GOOGL#ARM

GOOGL, META and MSFT will be delisted

Mentions:#GOOGL#MSFT

these dips are ridiculous. RDDT at $130 when war engagement will be a huge win in upcoming earnings. GOOGL at $280 is a steal.

Mentions:#RDDT#GOOGL

it's funny how SPY/QQQ are dead, MSFT META are dead, MU just lost 25% in a week, GOOGL also suffering losses, but NVDA is still almost flat in the 170-180 range the best stablecoin

The drawdowns may be big, but this is also fresh off the heels of 50-100% gains for some of these companies over the 12 months before this. Like GOOGL and NVDA are still up +72% and +53% respectively over the last year even with these drawdowns taken into account, which when you think of the size of their market caps, is pretty crazy in itself.

Mentions:#GOOGL#NVDA

question... is it me, or the drawdowns for big names are starting to become worse than 2022? the index is just lies at this point, everything else has been in a bear market for months... is this too big of a regarded take? MSFT -34%, META -30%, GOOGL AMZN TSLA NVDA almost -20%, financials and software are also kinda fucked I don't remember 2022 being much worse, except SPY was down way more ofc

GOOGL going back to $250, MSFT to $300.

Mentions:#GOOGL#MSFT

Especially MSFT, GOOGL and META are free money rn. if TSM goes down further them also.

switch from MU SNDK to AAPL. GOOGL before it's too late

MSFT is my second favorite. Only company better right now is GOOG/GOOGL. What I do not think people are factoring in nearly enough is that Google, Amazon and Microsoft are going to be the three big winners with AI. There is going to need to be massive infrastructure to support what is coming and these three companies are positioning themselves to benefit for decades. With excellent margins with the business.

Pick one to put all your cash in rn: META MSFT GOOGL

Mentions:#MSFT#GOOGL

Yesterday GOOGL took a shit today it’s META. Guess my two biggest positions

Mentions:#GOOGL

Memory stocks falling because of a stupid baseless research statement from GOOGL unbelievable market

Mentions:#GOOGL

Need someone to physically restrain me from buying this GOOGL dip and its sweet sweet siren song

Mentions:#GOOGL

GOOGL and QQQ leaps!

Mentions:#GOOGL#QQQ

All of the big AI hyperscalers have been bid down to mid-20 PE-ish range due to concerns on high capex spend (MSFT AMZN GOOGL ORCL). I'm not too concerned about it as long a top and bottom lines continue to increase over time, which they are. Last quarter was their highest ever revenue in Azure cloud, and if I'm not mistaken highest quarterly revenue and profit overall. More or less all of these companies just set new records going forward - that's what drives the valuation up. Also all of these tech software companies use mid to long term contracting, but due to accounting rules they cannot recognize the revenue until the quarter the service is delivered. This backlog is known as RPO, or remaining performance obligation. MSFT is at over $600b RPO - this number like all of their other financial measures keeps trending up over time, so good chunks of foward revenue are already locked in. Simple example - ACME pays $500m for 5 years at $100m/year and $25m quarterly. MSFT can recognize $25m revenue for next 20 quarters, and RPO decrements from $500m to $475m... and perhaps the client renews which boosts RPO or expands services which boosts both RPO and quarterly. I'm also fairly confident the AI buildout will pan out in the long run. Worked in Mag7 and Fortune 100's before retiring - I've had a lot more exposure to corporate uses cases than the large majority of the population. Fact is AI has been used in niche cases for over a decade. It won't be long (within 2-3 years) before many of us will have our first interaction with physical AI in the form of robotaxi. I've been in the stock market for over 25 years. Most of my holdings are 8-15+ years. The stock price chart doesn't always reflect the state of the company, because macro issues can and will have an impact. So focus on the micro and you will be rewarded in the long run. Some of you may be too young to have experienced it, but the iPhone was an immediate hit on release. But after that AAPL stock still crashed over 50% during the finacial crisis of 2008-09. Did it mean AAPL was doing poorly? Nope it would have gone on to 50x since then.