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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

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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)

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

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GOOGL to the moon confirmed by Bollinger Bands

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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

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Robo taxi problemd

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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

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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

Baby I’m not gonna sugarcoat it, GOOGL was not the first 5 trillion company but will be the first 6 trillion company and more, join the agenda now!

Mentions:#GOOGL

You think 10 dollar gallons of gas will deter the American consumer? 3 out of every 4 Americans take debt to the grave with them. Big tech ad profit (META, GOOGL) will continue to rip higher and higher as Americans spend like there is no tomorrow. Eventually it will come crashing down in 2030 when AI mass replaces white collar workers causing the unemployment rate to skyrocket to 20%+ but until that happens we party on.

Mentions:#GOOGL

and to make things worse, I bought an HP Elitebook 2 years and I've spent over $50 just replacing individual keys because the fking keys keep having problems with the hinges. and now the letter "t" is having problems so I probably going to have to order another and spend another $5. Doesn't help that I full ported into AMZN 1 year ago, selling GOOGL to do it, and instead of being up 50% I'm down 5% LOL

I’m doing the same. Get a bit more defensive but GOOGL and the likes still cash machines

Mentions:#GOOGL

Most likely you won’t receive any direct SpaceX shares. Alphabet will probably just hold or partially sell its stake, and the value should get reflected in GOOG/GOOGL price.

Mentions:#GOOG#GOOGL

GOOGL sure did nosedive from ATH.

Mentions:#GOOGL

Why would the IPO change anything? It is Google's investment, and if you have GOOG/GOOGL shares then you just get a small amount of indirect exposure. Just like it is today.

Mentions:#GOOG#GOOGL

This is prior buffet last move of a ~1-2% stake in GOOGL (and more than 30% from his student, Li Lu) so I’d personally cut msft/appl (similar CAGR, and out the 3, I think google is positioning itself really good as a defensive play). i’d then redistribute either into SMH (vaneck’s semiconductor ETF) and top up voo/amzn (or more googl, even) or either buy directly some nvda/btc + googl. * i like, and own, amzn too, but if amzn + intc CAGR are similar, you might as well top up ETFs/individual companies positioning themselves for the future.

Mentions:#GOOGL#SMH

This is foolish logic with many flaws. Namely: 1. Opportunity Cost. If you invest $50,000 right now and the market crashes, the value of your investments could collapse to $20,000 or less. In particularly bad cases (like the ones brought about by an oil crisis) markets can take years to recover. So now you’re sitting on assets you paid $50,000 for which aren’t even worth $20,000, when you could’ve invested at the bottom (or after the bottom) and made a greater return on your investment. There is a huge opportunity cost to investing at the wrong time. And yes I know - “time in the market yadda yadda”. But that is bullshit. We are literally all timing the market, it just depends what timeframe you are applying. And there is an opportunity cost to timing it poorly, even if you are playing the long game. And 2. Idiosyncratic Risk. During times of extreme economic uncertainty, the likelihood of “backing the wrong horse” increases. Many companies may suffer structurally from investments they’ve made in AI, if there is a huge supply/demand-side shock to the industry. We may be about to witness both - simultaneously. With increasing helium shortages due to the Strait of Hormuz being shut off and a very real risk of an AI bubble bursting, some Mag7’s are highly exposed. Will MSFT & GOOGL likely survive? Sure. Will they likely be profitable in the near-to intermediate-future, if the AI bubble bursts, given their exorbitant AI spending? Likely not.

Mentions:#MSFT#GOOGL

I’m as bullish MSFT as I was GOOGL last year. I got lucky on googl but a double is a double 

Mentions:#MSFT#GOOGL

People are way to black and white about "don't time the market". Yes hitting the exact top and exact bottom is basically impossible, but if you pay attention at all over the last few years it's not been hard to get out relatively near the tops. Last year liberation day it was pretty obvious we would go down quite a ways before the market really started selling off. got out within 3% of the top. Same with this current decline, we were sideways for 6 months with a rounded top starting to form, increasing layoffs and increasing inflation, before the selloff started happening recently. There were also many reports of U.S. carriers in the middle east before the conflict really kicked off. It's not that hard if you pay attention and understand macroeconomics. Most people are just too lazy to pay attention. I think identifying when to buy back in is a lot harder though, so if I manage to somewhat call the top and miss some decline, I'm pretty aggressive about hopping back in on things that are beat down much more than indices (right now MSFT, META, GOOGL, NVDA, AMZN, etc)

Can GOOGL cut the BS and go to 350 already. getting tired of this shit.

Mentions:#GOOGL

>I would rather full port into GOOGL. That's because you're not retarded.

Mentions:#GOOGL

What happens to those stocks if he bites the dust? I never invest in companies that are dependent on a single person or the cult of personality. I would rather full port into GOOGL.

Mentions:#GOOGL

Took a Waymo for the first time this week. Very impressive. Long GOOGL

Mentions:#GOOGL

I think you’re referring to Technical analysis. Lmao. Intraday price trends would be a technical indicator. Non fundamental. Fundamental analysis would be factoring in cash flow, EPS, P/E ratio, and other fundamental valuation metrics that affect the valuation of GOOGL long term. None of that really matters intraday outside of earnings events. Which weren’t at play here. This was dragged down in a broader tech selloff due to the conflict with Iran and I got fucked over by trump tweets and unpredictable geopolitical escalations. So yes - I’m well aware of TA+ fundamental analysis , and never trade on vibes. Regardless, the market can be a cruel mistress and if you’ve traded long enough (6+ years) you will, inevitably, end up raped like this due to an unpredictable geopolitical event. And no amount of technical analysis or fundamental analysis will save you from buying calls a few days before trump tweets something that escalates tension or creates a war in the Middle East. In those situations, you just get fucked. And exiting quickly is the only thing you can do. I tried to give it one extra day, and that only depleted the value from 0.60 down to .03 with a huge gap down. It happens sometimes. We live and we learn.

Mentions:#GOOGL

Gonna need GOOGL to drop to $293 for a minute

Mentions:#GOOGL

Nothing wrong with waiting for a rebound to materialize instead of just blindly DCA’ing. Both strategies have their merits. I’m probably buying gold and copper on the dip, maybe a bit of NVDA and GOOGL. Once a rebound seems to be legit, I will consider MSFT and some higher beta names with it.

These are my price targets, will go balls deeps even id there is a ww3 MSFT 20 PE / 15 POCF / 320$ META 17 PE / 11 POCF / 485$ AMZN 25 PE / 14 POCF / 180$ GOOGL 22 PE / 17 POCF / 240$ NVDA 30 PE / 35 POCF / 150$

GOOGL the lone survivor of the bag7 Amazing ^(Now get back down to 270 tomorrow)

Mentions:#GOOGL

GOOGL always rallies up to earnings then dumps after earnings. We could get to 330

Mentions:#GOOGL

Dude fuck the market. Sold my GOOGL calls for pennies, only to watch them rocket yesterday and today. I bought into NVDA stock today at 178, only to watch that shit plummet to 174 literally minutes after I bought. Only to then sell at the literal fucking bottom, and watch it recover 2-3 bucks. What in the actual fuck dude?

Mentions:#GOOGL#NVDA

Absolutely should have. Saw GOOGL up on the day and the option just didn’t budge at all. No bids. Seemed inevitable to expire worthless, but the second i sold, it rocketed higher. Hindsight always 20/20

Mentions:#GOOGL

Yeah single most brutal loss of my trading career. The price of this contract was oddly subdued Tuesday morning. Somehow within 30 mins of selling at .04 cents, it just rocketed higher. Not one to call MM manipulation, but it definitely felt a bit artificially suppressed as GOOGL was up on the day. Then after capitulation, bids arrived out of nowhere

Mentions:#GOOGL

"GOOGL stock surges nearly 4% as investors realize the company is actually good (shocking)"

Mentions:#GOOGL

Since when did GOOGL become more valuable than GOOG

Mentions:#GOOGL#GOOG

Rode GOOGL on this pump, using some of that money on lotto puts in case it goes down tomorrow

Mentions:#GOOGL

GOOGL back to $300

Mentions:#GOOGL

Thank you Mr GOOGL

Mentions:#GOOGL

GOOGL with some real tard energy for the first time in a while.

Mentions:#GOOGL

GOOGL comeback is real

Mentions:#GOOGL

GOOGL and META defying gravity today

Mentions:#GOOGL

GOOGL weeklies baby. Holy shit

Mentions:#GOOGL

everytime GOOGL dips, I regret not buying enough

Mentions:#GOOGL

Market finally remembering that GOOGL will deliver ungodly numbers EOM

Mentions:#GOOGL

GOOGL singlehandedly keeping SPY up.

Mentions:#GOOGL#SPY

GOOGL gives no fucks about no straits

Mentions:#GOOGL

I believe GOOGL will drop close to $200 or maybe even under this year and next if you want go for another swim.

Mentions:#GOOGL

Waiting for my GOOGL to get called away.

Mentions:#GOOGL

Bro fuck the goddamn market. My GOOGL stock got pummeled from my average cost of 296, all the way down to 272. Then it popped to 280 and I sold 290 strike, April 10th CC's thinking an 8 dollar pump, there's no way it goes up more. Then the bitch fucking goes up to 290. My goddamn CC's are in the money, below my average cost. I'm fucked dude.

Mentions:#GOOGL

If you insist in buying stocks as opposed to ETFs, some tech stocks I have been buying of recent are: $MSFT, $GOOGL, $META, $AMZN.

I agree. AMZN to 300 by September. Will have a GOOGL 2025 style run

Mentions:#AMZN#GOOGL

(Walking around my home shirtless listening to DMX looking at my SHOP & GOOGL calls I bought last Friday at session lows)

GOOGL $275 calls from last week just getting warmed up

Mentions:#GOOGL

OPEN AI and GOOGL $10trillion [OpenAi and GOOGL $10trilly on the way](https://x.com/i/status/2038926178153529479)

Mentions:#OPEN#GOOGL

Bought GOOGL $295 10/16 expiry on Friday. Up 12% today. Not going to sell until it doubles

Mentions:#GOOGL

GOOGL just decided to flat line for the last 45 mins

Mentions:#GOOGL

the vol on GOOGL and MSFT is embarrassing. This will probably go further down

Mentions:#GOOGL#MSFT

>NVDA +4.7% > >AAPL +2.6% > >GOOGL +5.0% > >MSFT +2.8% > >AMZN +3.9% > >META +6.2% > >TSLA +4.0% Revenge of the bag 7

I feel like the market is going want to fucking rip after being pent up this long. AMZN to 300, META 800, MSFT 450, GOOGL 350, AAPL 300 some time this year I think we get a correction at some point but only when S&P 500 gets near 8000

Stoped reading after the first sentence, its GOOGL

Mentions:#GOOGL

I did not sell GOOGL at $340 so at this point the only way out is GOOGL at $450 ;(

Mentions:#GOOGL

I have been holding MU at an average price of 60$,buying more. Also buying more GOOGL

Mentions:#MU#GOOGL

!banbet GOOGL 400 30D

Mentions:#GOOGL

banbet! GOOGL 400 30D

Mentions:#GOOGL

MSFT, GOOGL, NVDA, pretty much all Mag 7 stocks at ridiculously low P/E ratios. Mark my words if you buy today a year from now you will literally double your money.

Well the other issue is GOOGL just announced that they developed a TurboQuant chip. Of which lowers AI memory demand Additionally, the supply constraints of MU’s chips (HBM4 out). Can’t sell what you ain’t got and that creates opportunities for other chip makers.

Mentions:#GOOGL#MU#HBM

If I had 4k only I’d buy some GOOGL leaps if I could afford them

Mentions:#GOOGL

If I had more money I’d full port NVDA and GOOGL rn

Mentions:#NVDA#GOOGL

Nasdaq is average 30-35 PE. RDDT current PE is 47. Even if you look at future revenue, a fair price would be around $130. I rather put my money on NVDA, GOOGL, META or MSFT at their current price levels and not on RDDT. I do love the company and held it in the past, but at this point, there are just better options out there for better potential upside, imho.

GOOGL still has a way to go IMO. But could be a good buy soon.

Mentions:#GOOGL

Too many to list, but the ones I see with the most potential right now for the price they are at: MSFT, RKLB, NVDA, ELF, EME, SOFI, and CELH. Others who are not quite there yet IMO and still have room to fall before they bottom, but on my watchlist: GOOGL, AXP, and AMD

SPY down almost 10%, QQQ 13%. Yet I don't feel that bad, compared to November (actual panic moment). NVDA earnings, we open +2.3% and end up -2.3%, 4.5% intraday swing, no possibility of recovering, the bubble has popped. That was the exact bottom btw. Maybe it's because tech started to dump early, but it's not like MSFT NVDA AAPL AMZN are that much different from a month ago. META MU GOOGL got kinda fuk the last week yes, but overall it doesn't feel "that bad" to me. Stonks that were already beaten down have practically bottomed, maybe we keep the downtrend but not for long, bounce from 610-620 and then we'll see the future.

I am not really diversified and I know it, I can deal with the volatility (as much as you can deal with your money being burnt hahaha). Heavy in RDDT and GOOGL. Down about 30% since last September. Overall still not much in the minus luckily.

Mentions:#RDDT#GOOGL

Can't speak for those (CRWV, IREN, NBIS), but companies like MSFT, META or GOOGL can easily slash CapEx if they want to. Then turn on the buyback machine.

My GOOGL SEPT18 350C ain't looking so good

Mentions:#GOOGL#SEPT

Lumped in last July, up 2.9% due to a nice GOOGL entry at 191. Just need a flat day so I can pull out my mutual funds and still buy a house in a few months. One more fake rally from these idiots is all I’m asking.

Mentions:#GOOGL

Buy both plus GOOGL and NVDA.

Mentions:#GOOGL#NVDA

HAHA GOOGL you mf

Mentions:#GOOGL

Honestly, neither. I’d buy GOOGL.

Mentions:#GOOGL

step 1: buy dips of MSFT and GOOGL step 2: wait 2 years step 3: ??? step 4: profit

Mentions:#MSFT#GOOGL

I prefer GOOGL’s vertical integration. Owning the entire AI stack—from the TPUs and infrastructure to the proprietary models and data—gives them a long-term margin advantage MSFT can't replicate while relying on third-party models. I’m running a high-conviction portfolio, and I’d rather back the undisputed king of search and data than hold both for the sake of diversification.

Mentions:#GOOGL#MSFT

I mean I guess…. GOOGL is still not at 350

Mentions:#GOOGL

Boring. Just long term plays. Cash has been burning a hole in my pocket. MSFT, VOO, BRKB, NVDA, GOOGL and a few other international etf's

I think AMZN is going to have a bull run to 300 soon. A 2025 GOOGL style run.

Mentions:#AMZN#GOOGL

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

!banbet GOOGL 300 3d

Mentions:#GOOGL

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