GOOG
Alphabet Inc. Class C Capital Stock
stock NASDAQ

There’s GOOGL, the voting class, and regular GOOG

GOOG

The quality of their AI products lags behind competitors and their search product is quickly becoming obsolete.
I agree that GOOG is better value than Palantir, but GOOG still has a LOT of downside.

I think GOOGL/ GOOG is a long term hold. I’m holding leaps on GOOGL, NBIS, UBER and TSM. They’re all deep ITM (except UBER) so I plan to roll them for the next 10 years to maintain exposure. I sell weekly or monthly calls against those holdings to wash theta and chip away at cost basis. I’m holding MSTR shares long term - it’ll either work out or it won’t, but I could see it above $700 at some point in 2026. As long as the price floor keeps increasing YoY, I’m comfortable holding through the volatility.
I’m also holding the XOM shares I bought in the $30s when oil futures went negative during covid. Lastly I’ve been trying to snowball JEPQ and JEPI in my Roth, so that’s a long term hold.
Shoot…I was only supposed to give one. I guess I’d have to go with MSTR. I wanna punch myself every day for selling RDDT during the April selloff. I should probably get back in at some point.

GOOG. Aiming for a comfortable retirement. GOOG is really making that dream a real probability

BRKB is probably something I’ll never sell.
All my stocks are owned with the intention of holding for 10+ years.
Adding some more:
PEP, AMZN, JPM, GOOG, MSFT, WMT

GOOG.
Needs no explanation.

Thoughts on GOOG next week?

ASML, MSFT, GOOG, Visa, SPGI, RKLB, KRKNF

MSFT, GOOG, AMZN, BRK-B

GOOG is the most profitable company and a P/E ratio in the 20s. That’s a deal.

Slowly offloading individual stocks, primarily GOOG and NVDA. Not selling them off entirely though.

I fully agree there are plenty of companies with no earnings at pretty silly levels, but the things keeping the indices up are not those companies.
The companies keeping the indices up are NVDA, GOOG, MSFT, etc. And those companies ARE making money hand over fist and growing faster than they have in a decade.
No one can predict how long this growth will continue, or how much of it is a bubble or whatever, but the money they are making is real, and these are some of the best companies in the history of capitalism, in terms of margins, moats, growth, scale, etc.

Lost 15k this week on GOOG calls fml

Imagine not buying GOOG dips into earnings

GOOG if you can by half shares.

CRCL and GOOG, calls minimum 6 months out, long but will print

GOOG

Even big money makers can drop pretty hard in a bubble pop scenario. MSFT was an absolute titan during the dot com crash, swimming in unlimited profits, and even it lost 50%. A company can make huge money and still be overvalued. GOOG, MSFT, and META probably would fare OK; their P/E is in the mid 20s and higher, so maybe they'd only lose 20%. NVDA will not be OK at all if the AI bubble pops. NVDA's non-AI GPU business is now a rounding error compared to their AI GPU business, and it's being valued based on a forward P/E of 50. If demand for those chips drops 25%, NVDA could easily drop 50%.

Ha! I had a highly controversial post a couple days ago where I mentioned I've generated 55% IRR over 2 years investing in the Mag 4 (NVDA, MSFT, GOOG, META) using 50% leverage. So far, my model is telling me to keep holding.