GOOG
Alphabet Inc. Class C Capital Stock
stock NASDAQ

I have GOOG and NVO.
Probably would have added UNH if it stayed around $250, didn’t have much cash on hand. Now I feel it is too late valuation wise to make it a good bet

So what percentage of your total investment do you invest in GOOG?

GOOG.

My theory is that Nikesh wouldn't have timed the Cyberark deal like that if he knew their earnings would be a dissapointment.
However, I'm cool with being wrong and having PANW tank.
I'm WAY overweight in Google and would then arbitrage from a bit of my GOOG to increase my PANW position, so I can't lose either way

Need advice on this portfolio for long term investment (20 years):
| Ticker | % of Portfolio |
|--------|----------------|
| VTI | 29.4% |
| NVDA | 24.3% |
| GOOG | 11.5% |
| VXUS | 5.4% |
| IDMO | 4.6% |
| QQQI | 4.5% |
| VOO | 2.8% |
| LLY | 1.9% |
| BRK.B | 1.3% |
| CEFS | 1.3% |
| ROOT | 0.8% |
| ASTS | 0.9% |
| RIVN | 0.6% |
| LUNR | 0.7% |
| CLOZ | 0.9% |
| PFFA | 0.9% |
| CRSP | 0.4% |
| AAPL | 0.7% |
| HIMS | 0.3% |
| RKLB | 0.3% |
| BTC | 1.2% |
| SOL | 0.9% |
| ETH | 0.6% |
| HBAR | 0.3% |
| ADA | 0.2% |

This is more or less where I sit as well.
For me, I'd expand on it and say that a weighted combination of good fundamentals + post big red day + weak recovery compared with sector/broader market is what I've started looking for. That was how I ended up with GOOG and (to some degree) INTC LEAPS.

GOOG is an easy win yes. Revenue is still growing in the healthy mid teens, with operating margins and earnings per share staying strong and growing closer to low 20s YoY. UNH is not a company I would consider amongst the truly serious companies for business quality. It's evidenced by the fact it no longer outperforms the market by over a five or ten year period. I don't even track it in my watchlist, because I don't think it's a top 40/50 company I would want to ever own. Fears might be overblown, but it's just not a place I can seriously put money into if I want to outperform. GOOG is one of the eight companies I hold because it has elite business quality.
On a risk reward basis looking for market beating returns at current valuations I can rattle off multiple companies in my watchlist that will outperform UNH over the long term. I own S&P Global, ASML, FICO, Constellation Software, and Moody's, which are all superior companies with incredible businesses which will continue to outperform the market with reasonable valuations. Nintendo & Hawkins, inc. are exceptional companies that have run a bit beyond my intrinsic value assumptions but I continue to hold due to their potential.
On my watchlist alone, I see companies like ServiceNow, MercadoLibre, Intuitive Surgical, MSCI, Ferrari, etc. that all have superior prospects to United Healthcare, but I feel I have superior companies I'm holding at valuations I deem acceptable. If I wanted the "safest bet I could make right now", I already made it by entering a 10% personal stake into FICO, a company with far larger growth prospects, pricing power, operational leverage, and diligent management.

WULF is currently valued at less than their new GOOG contract. Thank you for your attention to this matter. 🐺gang

$UNH all time high was $600 earlier this year. Buffett got in at $311, and we know he’s going to make his money.
$AAPL has never really failed me so I keep buying
Thinking about $GOOG if it dips a bit on Monday

Sold 10% of my GOOG and bought PLTR again

it is much more fun to trade during open hours, there is more availability to buy and sell. Also, you can trade options while the market is open. You should try to start out with a cash account and only exclusively sell cash-secured-puts(CSP) Out of the money(OTM). For example, right now, GOOG is at 205 you should try to sell puts at 195 or 200.

Right now I have 2 calls for GGLL @ 40$ and I have them at 3.10, shoulda doubled down the start of august (the 1st) when they dropped to 1.5 a contract. They are 6$ premium/contract right now, already have 185 shares at 35$. And obviously some GOOG itself, around 50 shares

Whats with all the long red candles on GOOG? Does someone know something about the court decision?

SAM ALTMAN WANTING TO BUY $GOOGL $GOOG CHROME IN THE FORCED SALE - VERGE
fuuuuuk him. No way!!

Eventually big fish start eating smaller fish. Let's take a hypothetical - MSTR continually gets 0% interest loans...ZERO PERCENT...now imagine somebody wants to start looking into how that's being pulled off (I don't think GOOG, AAPL, MSFT, TSLA, AMZN, et al get zero interest loans).
Then they go and, just for sake of thoroughness, double-check the math on all those 10-Q reports filed. Does everything add up correctly?
In an ugly scenario, that Smog pile may end up being forfeited, one way or another ~ feel free to replace MSTR with any target of your choice, mind you...point being, what the big players want, they usually get - and money isn't even the object or concern anymore - it's control & influence...

Series Technical Analysis: GOOG → TTD - Credit Card Balance Transfer To Sell Naked PUTs

I saw whale sized market sell orders on NVDA, GOOG, TSLA, and SPY.
We ran out of liquidity. No one was buying.

GOOG algos triggered the paperhand stop losses before ATH

WULF up 75% in a week. Huge for WULF and bitcoin miners but this play by GOOG was for access to their high processing computers

Holy shit I've never seen an expensive candle like that GOOG