GOOG
Alphabet Inc. Class C Capital Stock
stock NASDAQ

GOOG is going to pretend the tweet was about it and dump 2% by open.

I do love $GOOG in your picks, will love to get some at $160. Problem with companies like $BRK, $JNJ, and $V, they are always trading at a premium price. Also, their sheer size inhibit growth. It’s already difficult for $BRK to outperform S&P. I intend to be more aggressive and outperform the market especially when I’m just starting out when my income is significant to my portfolio value.
You have many healthcare/pharma picks. Do you work in the industry or do you just like the valuation of the industry atm? $DHR and $KNSL are interesting.
I would like to have 60% value stock and 40% growth stock like what Philip Fisher recommended. A few other stocks I like include $ASML, $ASTS, and $ASPI. Will buy them when price is good. Thank you for your time!

Appreciate the convo .. here’s a rough portfolio sketch I like from a value perspective (not advice, just personal thesis-building):
**Core Compounders / Value Anchors:**
* **BRK.B** – Obvious value foundation with built-in diversification and capital discipline.
* **JPM** – Best-in-class bank, strong returns across cycles.
* **GOOG** – Still trading below intrinsic value considering cloud, YouTube, AI infra.
* **JNJ** – Healthcare staple, solid dividend, legal noise but resilient core.
* **UNH** – Scalable, predictable cash flow via insurance + Optum.
* **V** – High-margin toll model in payments, global tailwinds.
* **DHR** – Quality M&A-driven compounding in life sciences.
**Underfollowed / Niche Value Ideas:**
* **MEDP** – Founder-led CRO, high ROIC, strong fundamentals.
* **KNSL** – Niche insurer, consistent underwriting profits, growing cleanly.
* **LNTH** – Radiopharma diagnostics, strong margins, low debt.
* **APPF** – Vertical SaaS, improving FCF, sticky customer base.
* **TMDX** – Organ transplant logistics, early-stage but real traction.
* **TROW** – Durable asset manager, beaten down, strong balance sheet.
* **FLT** – Business payments with margin strength; re-rating possible.
Always open to feedback or peer picks. Focused on FCF, capital efficiency, and margin of safety — not narratives.

I sprinkled 25k on SOXL in the first week of April. Still holding that. Same amount on AVGX. I’m up today 204% on AVGX. Still holding that. Only 25 shares of PLTR from early April. 112 shares since early April are meh. Still holding. TSLL has been good. Sold a lot this week. Holding TSLA since April. We’ll see where it goes. Been taking profit here and there. Still holding 25k of QQQM since early April. Up 32.5% since. I’ll take all profit if I see the market going sideways or negative. No need to risk any profits. Long holds on GOOG, PLTR, NVDA, AVGO, AMD. This is play money in a brokerage account. I have a large Roth, a city pension, and rental properties. Wife has high salary in finance, a MBDR, a large 401k, etc. This artificial recession was too easy to pass up.

Haha shit bro, yeah the GOOG ones are bigger so fk it

Overnight liquidity so thin these days - the spreads are crazy. I bought 3 shares of GOOG, causing mkt cap to swing by nearly 3 billion dollars. Is this real life?

Sell GOOG at open it’s cooked

The hard fork has reported on it. There’s a major difference between the various Ai companies, leadership and philosophies. Believers and non believers. Market isn’t liking everything they’re seeing from GOOG. Can they keep growing their traditional business and Ai to justify multiples? Market doesn’t think so. Money talks

Everyone is right about GOOG for making most money except it’s always PUTS that print instead of CALLS.

GOOG edged me all weekend and then left me hanging this morning.
BTC 2x RIVN 13.5P exp 7/3 for $0.20 (+$0.17)
BTC HOOD 80P exp 7/3 for $0.35 (+$1.09)
STO OKLO 50P exp 7/18 for $2.08
BTO HOOD 90C exp Jun '26 for $27.10 / STO HOOD 105C exp 7/18 for $2.29 - I got a bit of FOMO on HOOD today and decided to just fucking go long. I'm convinced they will keep coming out with new products, on a regular basis for the next few years, and this shit is going to pump every time they do.

Still waiting on my other house to sell so I'm just trading on my tiny IRA account. I keep getting stuck with an awkward amount of capital and nothing good to do with it, which I guess is how I ended up with a couple LEAPs.

!banbet GOOG 200 6m

GOOG shareholders are all asking the same question.
It was funny when it was like +2% premarket when a rumour of him being ousted was going around.

You should have done it when GOOG was in the 130-140 range, not after the rally. As this is a levered play, you now have more downside to get fucked by all the Greeks and less upsides from the elevated price.

Bro, why the fuck is GOOGL down like 1.3% today, but GOOG is down .5%?
It's the same shit man.
Guess what POS stock I'm in right now?

Time to buy GOOG!

GOOG lmao

Sold everything in January/February in anticipation of a Trump crash, biggest winners at that point were RKLB and Asstits. Being all cash started day trading volatile tickers like OKLO and BBAI scalping a few thousand per day. Liberation day hit and I took some massive losses on positions I was holding overnight, like a -20k on OKLO. To be "safe" put 50k into GOOG and AMZN each and they proceeded to dump up until recently, then I sold.
Now I'm back to going all in six figures+ on a single stock everyday because no I don't learn any lessons. Currently all in BBAI playing the potential gamma hedge.

I would go back to Jan 2023 and tell past me that was sitting on the shitter one morning trying to figure out what to buy to go all in on NVDA. I looked at it and went “meh” and bought GOOG instead 💩

Everyone too busy buying trash like GOOG when MSFT was the real winner this year, “value” investors 😂

#GOOG do something