GOOGL

OptionsRMe

The YTD heat map is just fuckin unreal. MSFT AAPL GOOGL AMZN up over 40% YTD. TSLA up 80%. NVDA and META up over 100% YTD. Those are basically carrying us Meanwhile almost every one of those companies are showing declining revenue growth QoQ and YoY PE ratios of most of them aren’t too wild so I don’t believe the current prices are that unwarranted (unless revenue falls substantially). Just don’t really see how we have much more upside without reinflating a bubble 🫧

NotGucci

GOOGL and amzn keep hitting new 52 week high....both looking like a break out to ATH.

Master_Relative

GOOGL glitch?

NotGucci

Not a bad play, but don't think they pay. AAPL looks flat for today, GOOGL, and AMZN breaking out. No selling pressure.

Master_Relative

GOOGL please hold your gains

goldenticket310

GOOGL 500 eod

xmustangxx

Pershing Square only holds 8 stocks right now abs two of them are GOOG and GOOGL … Ackman will be right on that trade 🚀

WickedSensitiveCrew

I thought OP was more about the way this sub turned into megacap cheerleaders. Any thread where someone asked what stocks to buy some combination of AMZN, GOOGL, APPL, MSFT, SPY, VOO, VTI were at the top. There was even a time when NVDA and META were out of favor but those are cool to love again. Comapred to small/mid caps where sentiment hasnt really changed for dozens of them. Only unpopular stock I think sentiment has changed is PLTR but that took stock going up 100% lol. It wasnt loved as much when it was under $8.

goldenticket310

AMZN GOOGL TSLA NVDA are the guys rn 40% upside at least. I’m taking out shit load of calls exp Sep17 Every 1 will be a golden ticket  bers r fuk n ded n a joke 

AluminiumCaffeine

Yes, SMID cap growth specifically. Though I do still have quite a bit of META/GOOGL as well which are doing okay.

onehandedbackhand

> Started a position in GOOGL at near ATH (November 2021) and so close to finally breaking even. I'll pop a champagne when it does. Where's the MOËT?!

Master_Relative

Hopefully GOOGL saves my horrible Apple play

FerdaWizz

Only own GOOGL rn more into smaller cap growth stocks

tampa_vice

I am just going to say this OP. You do realize that a good portion VOO is made up of AAPL (7%), MSFT (6%), AMZN (2.7%), GOOG/GOOGL (<3%), and NVDA (2%). I am actually okay with investing in individual stocks, but I would think you would want to hedge with stocks or ETFs *not* in the S&P 500 if you are investing 80% in VOO.

gauthama

> without Google, OpenAI simply would not exist. Want to point out that this means not much. Google R&D wrote the famous transformer paper, the T in GPT. Guess how many are still at Google?! All but 1 or 2 have left. There is a big influx of Google folks into OpenAI. the same is true with Waymo => Cruise. Full Disclosure: GOOGL is one of my biggest allocation.

Positive_Knott

GOOGL 💨🌲

AltMatrixs

GOOGL, and AMZN holding up very well. Wonder if they carry QQQ higher.

mrbiscuits24

dame oil pumping and my XOM fucked AAPL -3% intraday GOOGL up bc 2+2= fish tomorrow gonna be flat MMs stop touching my no no place ☹️

mrbiscuits24

Why GOOGL pumping instead of AAPL 🖕

TeamXxRated

For-freaking-real! I damn sure know that losing over 80k last year on just GOOGL & AMZN alone scared the hell out of me! ☠️

putsRnotDaWae

GOOGL mooning. AAPL mooning. Keep plowing into giant fortresses. Ignore bers that make up walls of text about fake imaginary mental models of collapse. Die rich. If you're willing to not be a regard and die rich, it REALLY IS THAT SIMPLE.

Ok_Bird8769

The S&P "7" returned 54% YTD. The index itself 12% But if we net out the S&P "7" and look at the remaining 493 firms, they only returned 2% The S&P "7" consist of $META, $AMZN, $AAPL, $MSFT, $GOOGL, $TSLA, and $NVDA

Rare-ish_Bird

HOPE is a traders worst four-letter word But holding GOOGL probably kept me from losing it all on something else that will never go back to ATH.

Rare-ish_Bird

After two years, I am proud to report I am completely GOOGL free. Nice to get that capital back.

Rare-ish_Bird

GOOGL going any higher

Rare-ish_Bird

If GOOGL gets to $127.68, I'm finally dumping it and declaring it the best 2 year price come-back in history.

Plenty_Tank_892

Don't forget GOOGL & AMD at 90. Last chance to pick up DIS.

ImaginarySector366

Lost on GOOGL realized the AI meme yet didn’t buy NVDA calls lmao yeah so smart and realistic. What a dumb statement and course of actions. Dude that’s pure luck what happened to him. If he really believed in AI and had a solid plan, he would’ve bought NVDA calls yet he didn’t. So he was just gambling here and there, didn’t have any plan or riding any meme.

Sandrokotos

MSFT and GOOGL will be new East India companies and we will be bonded slaves 

Due_Adagio_1690

I wonder if its the same people who said the market had the COVID dip, and they claimed it was going down more? I bought a lot of stock of good companies. A couple days ago, my invenstment account went possitive, after losing about $35k, didn't sell anything at a loss. Up $2,000, despite buying GOOGL and TSLA at the peak of the market.

Avid_Hiker98

Started with $4000 on May 2nd. Turned that $4k into $6k and subsequently lost half of it by buying GOOGL puts during their stupid AI day. Learned my lesson there and quickly realized these AI meme had legs. Traded various GOOGL calls, TSLA calls (made 2000% on the $195C last week and 300% yesterday), LRCX calls into NVDA earnings, and NFLX calls. As of this morning, I transferred out 100% of my fidelity profits. Eventually, I will buy various shares of boring blue chips when the market trades lower. ————— Current position: $20,000 of CRM 6/16 $205P.

Avid_Hiker98

Started with $4000 on May 2nd. Turned that $4k into $6k and subsequently lost half of it by buying GOOGL puts during their stupid AI day. Learned my lesson there and quickly realized these AI meme had legs. Traded various GOOGL calls, TSLA calls (made 2000% on the $195C last week and 300% yesterday), LRCX calls into NVDA earnings, and NFLX calls. As of this morning, I transferred out 100% of my fidelity profits. Eventually, I will buy various shares of boring blue chips when the market trades lower. ————— **Current position: $20,000 of CRM 6/16 $205P.**

HumbleBJJ

VTI GOOGL MSFT AAPL BX BAM TGT TMO Anything to add here or change?

yldf

Did take me a while that the 146 is from your DCF. I’m even a bit higher with 173.85, but it all depends on assumptions. I’m long GOOGL, which is strongly correlated…

NotGucci

Look at the 2020-2021 charts at ZM, PIN, ROKU, and SQ. It can go on longer than you think. Yesterday was a change of pace with small caps getting bought, and some tech being sold, but GOOGL, MSFT, AMZN, and AAPL were quite strong. AAPL WWDC starts Monday can push AAPL to ATH, which will push other tech as well. AMZN came out yesterday and declined the cell-service rumor, and it stock still didn't sell off compared to TMUS. Your thought process isn't wrong and it makes sense to take a short but throw in Biden signing debt-ceiling this weekend it can be a mega-green week.

SPXLiquidated

LONG PYPL SQ UNG BAC MRNA * High-beta and Nasdaq heavy, but chose weak equities versus the titans (GOOGL, AMZN, NVDA, etc). Putting on This Week DOCU ATM Put(s) prior to earnings

RilSG

The tech large caps that are far behind ATH are TSLA, META, GOOGL and AMZN. Money can’t flow into AAPL and MSFT where they are now.

Ok_Meeting_502

I started two months ago and am up quite a fair share for what I put in (~2k in and roughly 250 up). I have AAPL, AMZN, IBM, ALIT, HSBC, GOOGL, JPM, and NKE. ALIT is a rando that I think has a fantastic potential this year. HSBC and IBM have great dividends. The others are just strong, reliable blue chips.

badtemperedpeanut

It will, you cannot keep old cat away. The Fab capacity it has is insane, Once they get 3nm, 5nm nodes working they will print money, especially with this AI boom. They dont even have to manufacture their own chips, AMZN, GOOGL, AAPL all need chips, TSMC is at its capacity now. Just put 2x2=?? Regards.

SnS2500

XLK is the 65 companies defined as technology in the S&P500, but does not have GOOGL or AMZN in it. They are defined a communications and consumer stocks. SCHG is about 250 of the largest 750 companies in any industry, with characteristics described as growth. XLK is a way to go heavier on big tech and SCHG a way to be heavier on big everything to compliment ITOT. Both are reasonable choices.

onehandedbackhand

Started a position in GOOGL at ATH (Novrmbet 2021) and so close to finally breaking even. I'll pop a champagne when it does.

wearahat03

Yep. That's one of the reasons I only invested in MSFT and AAPL years ago. Alphabet paid 20bn Meta paid 12.5bn Apple only paid 10bn despite having 5 times the free cash flow as Meta. Microsoft only paid 9bn despite having 3 times the free cash flow as Meta. Therefore, META, AMZN and GOOGL's free cash flow without stock adjustments is inflated

AluminiumCaffeine

I have mentioned this to bears in the past who balked at their high pe, AMZN has still not ever optimized for EPS since they are dumping all their cash back into investments. One could say that making money hand over fist and then hoarding it all on the balance sheet is a sign you dont know what to do with it (cough GOOGL cough)

Fox_Technicals

Wtf it says "The Dow's Magnficent Seven" but less than half of those are in the Dow. $AAPL $MSFT ~~$NVDA~~ ~~$AMZN~~ ~~$META~~ ~~$TSLA~~ ~~$GOOGL~~ Great job Jim

PapiGoneGamer

Dinosaur names, AMZN, and GOOGL are keeping the market up

TropicalFires

GOOGL

yoyoyowhoisthis

1. Apple is approaching a dangerous overbought zone 2. TSLA is battling the yearly downtrend resistance and just got over 200 EMA 3. NVIDIA has 1 trillion valuation with a recent 30% jump after earnings 4. GOOGL said AI AI AI and went up 15% 5. META is becoming less and less relevant 6. Don't keep tabs on Microsoft &#x200B; So yeah.. if I had to make a inverse cramer gay bear scenario.. it makes sense But in a short term.. this market looks like its on steroids.. unless FED brings it back to reality or if one of them misses earnings

Domethegoon

Almost 50% of your portfolio in a controversial company like META? Why not MSFT or GOOGL?

Independent-Ebb7302

I think I said I bought a put on TGT now,it's risk-free, plus long calls in apple are still working! Other than that, going into my watchlist, I build this month for bullish and bearish candidates for tomorrow. Not forcing trades. I also finding on sale stock like KO, selling lumpsums of puts on them , and might pyramid on trades. I might do a targeted butterfly on GOOGL as most of my cash is going to buying cheap stock , and this will reduce the risk management for me

ats55

Jim Cramer just pointed out the 7 best stocks that he thinks are guaranteed winners Apple $AAPL Microsoft $MSFT Nvidia $NVDA Amazon $AMZN Facebook $META Tesla $TSLA Google $GOOGL

Yogurt_over_my_Mouf

lost of companys recovering from Oct lows. I also bought NVDA , GOOGL, META at their lows. sold NVDA and META though before their current prices. but holding GOOGL. bought and sold AAPL a few times, MSFT and ADVE recovering also helped a lot.

StockNCryptoGodfathr

It was a joke. Your taking this too serious. Picking individual stocks should be fun. Celebrate the wins and not the bad decisions because we all have those. I sold TSLA for $180 in 2018 to buy GOOGL. Just because somebody swapped positions doesn’t mean they made a bad decision. Swapped AMD for NVDA this year. Sometimes it works out sometimes holding woulda been better. I don’t get the point of this post but might as well poke fun at the stupidity of it !! Sounds like somebody had a bad day…….

LocalGunrunner

that reversal on GOOGL was absurd lol what the heck

LocalGunrunner

If GOOGL had a face I would spit on it

LocalGunrunner

The V on GOOGL in the last 20 minutes has been the dumbest thing I’ve seen in this market in the past year

LocalGunrunner

Currently down 10% on 7/21 125C GOOGL calls. Do I sell at a loss? This price action on GOOGL is shaking my confidence. Like seriously what the FUCK are these dips? WHAT THE FUCK.

LocalGunrunner

Seriously what the fuck is going on with GOOGL? These massive EOD sell offs with 0 news are disgusting.

NotGucci

META: YTD: 118.61% NVDA: 177.42% UPST: 135.49% AMD: 88.33% Just wild, and to think we still have room to run, especially for AMZN, and GOOGL, nowhere near ATH like MSFT, and AAPL is. Think next week during WWDC AAPL hits ATH.

Intelligent_Self1034

MSFT is “woke”. GOOGL is “woke”. You still waiting for the new non woke google sheets or Microsoft excel? Lmaoooo

VotedOut

Text of the article for non-subscribers who can read here (you can copy/paste the link of article into [archive.is](https://archive.is) to get it): &#x200B; >BARRON'S > >**Nvidia Is the New Tesla, the ‘Dean of Valuation’ Says. It’s Time to Cash Out.** > >By Jack Hough > >May 31, 2023 11:31 am ET > >Nvidia just became the first chip maker to top $1 trillion in stock market value, and a finance professor who has invested since 2017 sold his shares. “I got lucky on that one,” he says. > >Perhaps. But this particular professor is nicknamed the Dean of Valuation for his decades of work on how to estimate what assets are worth. So his sale raises the question of why he thinks Nvidia (ticker: NVDA) doesn’t belong in the trillion-dollar club with Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). After all, companies with ties to artificial intelligence are being richly rewarded at the moment, and Nvidia has a dominant market share in AI chips. > >Also, which of the other tech giants look too expensive now? And is the fact that recent market gains have been powered by a handful of stocks a problem? > >“This lack-of-breadth thing drives me crazy,” Aswath Damodaran told Barron’s on Tuesday. “You know what? Markets have never had breadth.” > >Damodaran teaches corporate finance and equity valuation at New York University’s Stern School of Business. He has written numerous textbooks on those subjects—”obscenely overpriced” ones, as he puts it. He recently looked at 80 years of market data and found that big bull runs were commonly carried by 10% of stocks or less. Today, he owns most of the tech giants, three of which he says he bought “at their absolute bottoms last year.” > >These include Facebook owner Meta Platforms (META), recently $262 a share. “When Facebook hit $95 per share, I said, given its cash flows, this is like American Express \[AXP} as Warren Buffett saw it after the salad oil scandal,” says Damodaran. “The cash flows from its advertising business over four years covers that price. I’m buying it and hoping that they don’t screw it up with the metaverse.” > >Historical detour: The salad oil scandal refers to a 1960s scheme whereby the Allied Crude Vegetable Oil Company borrowed from American Express using exaggerated soybean oil inventories as collateral. It used the proceeds to buy soybean oil futures, in order to push prices higher for the nonexaggerated portion of its inventory. There was a whistleblower, losses, a ripple effect, and bankruptcies, and, looking back, it created an opportunity to buy AmEx shares on the cheap. If you’re wondering why no one has made a movie about this colorful episode, there’s already a script and a studio, CNBC’s Ron Insana is involved in the effort, and Buffett likes the idea, according to Deadline. > >Back to Nvidia. “That was in my portfolio till this morning,” Damodaran said on Tuesday. “And I finally got it out of my portfolio because I couldn’t take the rise. You had $300 billion in a week. You’re pushing the absolute limit of what sustainable value is.” > >He estimates that Nvidia has an 80% share of a $25 billion AI chip market today, and the most bullish assumptions put the size of the market at $350 billion in a decade. Even assuming 100% future market share, he wasn’t able to get to a value closer than 20% below Nvidia’s recent price. “I love Nvidia as a company,” he says. “But as an investment at $400-plus per share, I just can’t get there.” > >More broadly, Damodaran says that Nvidia is essentially a hardware company, whereas other members of the trillion-dollar club have used software to draw vast numbers of end users into their ecosystems. That creates what a statistician might call a long-tail distribution of business opportunities—many ways to earn from new products and services. > >A company that sells chips to other businesses faces natural constraints, says Damodaran. “The tails in the distribution tend to be much more prudent,” he says. “The upside is not as large as it could potentially be for a consumer-based company with an ecosystem of billions of users. And that kind of crimps how much you’re willing to bet on that optionality.” > >Damoraran compares his current thinking on Nvidia with how he felt about Tesla (TSLA) when it hit $1.2 trillion in value in November 2021. “I pushed to full throttle and I couldn’t get within $300 billion of that $1.2 trillion.” Shares tanked. They started bouncing back around the beginning of this year. In hindsight, they were reasonably priced in January, Damodaran says, but by the time he got around to working up a fresh valuation in February, “it kind of got out of hand again.” > >Damodaran doesn’t own Netflix (NFLX). Outside of tech, he just bought Citigroup \[C\]. JPMorgan Chase > >(JPM) is a much better bank, he says, but the price on Citi is so low that all it has to do is “have management that can chew gum and walk at the same time.” > >One way to compare Citi to other banks is to look at the ratio of its share price to its book value per share. But this sort of relative valuation is for traders, Damodaran says. Investors, in his opinion, are better off estimating how much to pay for a business based on its future cash flows. > >“I entirely understand the use of multiples and comparables as your way of trading,” he says. “But I do have conniptions when these same people talk about, ‘I care about value. This is all about valuation.’ No, it’s not. It’s a pricing game. You play it really well. Claim credit for it when you do. But let’s not talk about value in the context of pricing, because it’s a very different game.” > >Is the market fairly priced? Don’t bother trying to tell, says Damodaran. Just buy index funds and hold, or pick good stocks, or both. > >How about Bitcoin’s latest bounceback? Its fans are “never going to let it become a good currency because it’s in their best interest to keep it as a volatile instrument that they can speculate on,” he says. > >Asked where the bubbles are now, Damodaran named an asset class that doesn’t spring to mind as a source of systemic financial risk: professional sports teams. For example, Major League Baseball, he says, is a low-growth business with yearly pretax, pre-reinvestment cash flow of $600 million. That’s worth perhaps $10 billion “on a good day.” But the collective price of teams is closer to $70 billion. > >Team prices today appear to be driven more by vanity than financial returns, but owners shouldn’t worry about the bottom falling out overnight, says Damodaran. “As long as the number of billionaires exceeds the number of sports franchises, there is no crash coming.”

SPACquisitionHunter

Not only is this the best advice here (as someone else said), it’s words you need to live by. Don’t just do this when you incur losses, ask yourself every day (or week or month) what is my outlook for these companies. If you truly want to be passive, don’t own single stocks. Take GOOGL, AMZN and DIS collective tax loss and roll the proceeds into the SPY. Is it lazy? Sure. Is it safer? Arguably. Is it almost the same return outlook/profile? Probably. Unless you have strong conviction on single stocks (including a price target with a fundamental justification) just own index/sector funds. Period

ClutteredSmoke

Bruh literally every stock is going up except $GOOGL. Really regretting buying calls on that stock

PNWKuzi

Why is GOOGL so weak today fuck

Proof_Rice8372

GOOGL dead

WickedSensitiveCrew

If one knew which companies would over take the likes of AAPL, MSFT, GOOGL, AMZN, NVDA, META, etc they would be millionaires or billionaires. Since you are talking 10-50x type of gains to get to 1T market caps for many stocks in the market. Im surprised UNH isnt in top 10 though according to that pic.

Hands0L0

Oh sorry I thought you meant AI in general. I bought GOOGL calls when it was $90 because the whole JWST flub was a stupid reason for it to lose money

CharlieDayofWallStrt

Well if you want to be smart it should be really systematic. First establish what your horizon is, are you going to invest for 1 year? 5 years? 10? Then determine how much you can realistically put in a month or every paycheck. Then I would seriously recommend starting to watch CNBC & Bloomberg every single morning or their evening shows, you’ll learn a lot. Then do your own due diligence, seriously research companies, look at financials and balance sheets. Learn the different acronyms like PE & EPS, and what they mean. Starting out I would 100% pick a blue chip stock like Apple, MSFT or GOOGL. The truly smart move is an ETF like VOO, VTI, QQQ. But me personally at a young age I like individual stocks. As far as taxes go it depends on if you make anything from selling stocks by years end. I believe your tax bracket and if you sell for short term or long term gains matters a lot. Honestly just give your brokerages tax form to a professional and they’ll do everything. Some advice would be red means go and green means stop. What I mean by this is lets say you buy AAPL at 175, then it goes green and up to 180. Do not buy, instead buy another stock you like thats down. When AAPL eventually goes red thats when you buy and dollar cost adjust DCA. More tips would be absolutely stay away from hype and meme stocks. Go the opposite direction and buy really good companies that are just down for the year. Some websites I like are Zacks, CNN forecast, Simplywallstreet, morningstar and nasdaq. If you have any questions feel free to ask. Above all dont invest money you can not afford to lose and always always diversify not putting all eggs in one basket.

Ok_Meeting_502

Don’t forget to mention the AAPL and GOOGL $2 dropsthat literally happened in a few minutes

JMLobo83

Fuckin Cramer I was actually up on MSFT, AMZN, GOOGL, AMD

Andrige3

GOOGL

SPXLiquidated

Most optimal time to buy calls due to its price range and the lowest IV in 52 weeks. I personally just bought 100+ shares. I will probably let go if it doubles, which is more possible than I thought couple months ago (looking at META, GOOGL, AMZN)

AluminiumCaffeine

I agree, I trimmed my META and GOOGL which was getting to a ridiculous % of my net worth to free up the cash.

LocalGunrunner

Imagine being dumb enough that you have 100 different analysts ranking GOOGL as very bullish without a single one mentioning to sell and you still sell.

LocalGunrunner

!banbet GOOGL 130 2w

LocalGunrunner

!banbet GOOGL 130 2 weeks

LocalGunrunner

Earnings is 7/25, buy the rumor sell the news. I’m not a big fan of playing earnings, but currently every single brokers analyst teams are claiming GOOGL is very bullish. The P/E ratio is sub 30, Theta is only at -.05, and as I’m typing this the market is pumping.

LocalGunrunner

Hold. If you have spare funds grab some GOOGL 125C 7/21 for free money. Pray AMD pumps the next two days and cut losses on Friday to avoid further theta decay. My two cents.

LocalGunrunner

GOOGL 7/21 125C is a 1000x bagger in 2 weeks time if you buy now just an FYI

SmallLarges

Hello, relative newb to investing. I am going to purchase a few shares of VOO and a handful of stocks. As some primary holdings of VOO are AAPL, GOOGL, and BRK.B, does it make sense also to invest in those stocks as well? Or should I focus primarily on VOO?

Tw0Rails

It doesn't need to be non functional to be a bubble. The 2001 Internet bubble was a bubble, but obviously the internet has tremendous value. Housing bubble wqs a bubble, but obviously housing and land has always been and always will be great investment tool. Definition of a bubble is more about valuations and all the nonsense that hops on the train. Companies that just say "internet" or "ai" like a WSB meme video. Garbage housing in 2008 fueled by bad credit and fomo. Bitcoin (questionable future) vs shitcoints (zero value) that board the hype train. It should be obvious that when stocks go vertical and parabolic (see NVDA) that valuations are whack, the S&P and QQQ are being held by 7 stocks and we are in a bubble. Otherwise the market is flat on the year You can never predict the when and where of the bubnle pop when the music stops, but you can sure as hell make sure you are not a bagholder. Don't be that thread yesterday of the 1.2M portfolio all in 100% GOOGL looking to hold. There are literal stans in this forum trying to argue how this time os different and NVDA will sustain growth rates to justify its price and PE.

Due_Adagio_1690

I don't belong here, I buy and hold. Buy good stocks that are having a bad day on the Market. I bought on margin to add enogh shares to get a 100 shares of each post split AMZN, GOOGL, APPL. and 30 shares of Tesla I bought too soon, Also picked up NVDA that also tanked. The market tanked about that time, my account lost 30-40% shortly after I put in enough money to make the account 100% mine. Today my Investment account finally shows I made a profit again.

Ok-Raise-9465

Seeing a lot of advice in the comments but...unless I'm missing something, you haven't given enough information for anyone to be able to answer this... Are you well off, youngish, diversified outside of GOOGL, particularly in your (ideally maxed out) retirement accounts, and both working and plan to work for foreseeable future? If so, you could let it ride for sure You could also decide to let it ride and sell covered calls on it for some insurance (if you don't mind some manual work) However, if this GOOGL position is the big big bulk of your net worth and/or you're older than "youngish," personally, I'd develop a multi year plan to sell most of it and use the proceeds to buy something like VGT or VT (again, depends greatly on your larger situation) My reasoning for doing it multi-year would be tax management (avoid a huge gain in one year, ideally selling bigger chunks in years you have big write downs too) and avoid big sudden moves that may just lead to more headache and fixation on short term price swings... Again, it really depends on the details...

baconography

Ffs, I hope y'all did some DD on C3.ai. These guys have like one major customer, and barely anything to do with actual, interactive AI as we know it. I'm no bear, but this company ain't NVDA, GOOGL, or MSFT. Buying puts before their ER.

MissDiem

I think you know the answer. I