GOOGL
Alphabet Inc. Class A Common Stock
stock NASDAQ

Your holdings are pretty much the same as QQQ considering QQQ is very top heavy in MSFT, AAPL, NVDA, and GOOGL.

Depends on your risk tolerance, what your investment goals are, how old you are and many other things.
Besides GOOGL and AMZN, i wouldn’t touch any of the other companies currently, but that is just me. I would love to buy MSFT at a decent price, but it’s far from it.

Just stop with the day trading.
Buy GOOGL ADBE

Yes. We have retired early and are living off the dividends from our taxable account. They cover our basic expenses and are increasing faster than long-term inflation.
Because we are recently retired early, the portfolio is in the process of migrating from Dividend Growth to Dividend Income.
Growth: GOOGL AMZN AAPL NVDA V
Dividend Growth: HD LOW PEP PG CVX AMP BX FITB JPM PRU STT AMGN JNJ CAT CMI LMT UNP AVGO MSFT QCOM EGP ATO CPK ES EVRG NEE WEC
Dividend Income: VZ BKE CNQ EPD HESM MPLX AB AFG O VICI EOI EOS GPIQ QQQH QQQI SPYH SPYI UTG
This is our taxable account only. Retirement accounts can’t be touched for a few years still.

GOOGL

$7,272 spent on GOOGL, RKLB, LUNR, RIVN, and HOOD this week. Roth IRA.

What are the chances GOOGL opens lower than 159 on monday

About $8k on $GOOGL, $HOOD, $RKLB, $LUNR, $RIVN, and $UBER. All in my ROTH. Tax free gains!!

Oooo nice lemme get some of that 150 GOOGL again 🤗

I didn't put on any good positions today. BTO IBIT 100 11/21/25 x 5. I sold out of my IBIT position in my ROTH for massive gains and bought GOOGL dip, and then sold on the high today and moved into TLT. I decided I still want some type of IBIT position, but nothing too big. I rarely buy calls as single legs, but it is what it is. I already made significant profit off IBIT so I figure if it runs up this year then I won't be too upset.
I find it incredibly hard to keep the correct amount of theta decay in my portfolio. I really have got to get on that. I get up to where I should be and then close a bunch of positions for wins and then I am back to 35-50% of where I want to be. I guess I should just be rolling positions to the next monthly but I just haven't gotten comfortable with that yet.

From 1990 to 2000, Cisco grew EPS by 200x, Microsoft grew net income by 34x. That is insane growth. Stock market still crashed because valuations got too high.
Contrast that with the past decade(2015-2025). GOOGL only grew 7x. Apple, only by 3x. Microsoft, by 5x. Tesla is not growing anymore.
Nvidia is the only one with comparable growth, at 100x net income growth, but they are likely to stagnate soon due to competition and margin pressure.

I think the most popular stocks are still TSLA NVDA AMD GOOGL these. unh just recently profitable stocks.

If GOOGL gets valued for all it's subsidiaries for quantum, robotaxi, gemini as a growth stock, it's worth thrice as much as it's now.

STO 1 Contract GOOGL Jun 20 2025 165 Put Limit at $4.75

I have $491k in UNH in the last few days. Should have bought more @250.
Also bought 800 shares of NVDA but I am debating about selling 400 of that for a nice profit. 3+Trillion evaluation is too rich for my blood.
Bought $419k of GOOGL also.
I should have bought more SPY during the early April dip. I regretfully sold them all for a 35k profit :(. I sold SPY and BA to fund UNH.

I sold GOOGL for an 11% gain after buying the dip then put 100% of my Roth IRA yesterday in UNH. Up 11+% so far on UNH. I'm young though and most of my money is in my regular brokerage account, but I'm taking the chances to get the compounding snowball going early.

YOLO AMZN & GOOGL Calls 5/30

GOOGL ahh is cooked

Yeah I think eventually the competitors LLMS could unseat Google search dominance unless their own homegrown LLM Gemini really beats out OpenAI. Its not impossible but they are definitely late to the game..
They've made a lot of progress integrating AI into search, I've found them useful but wildly inaccurate at times. They seem fairly behind.. in typical Google fashion they may rebrand/rename it about 5 times but eventually writing the project as a failure. How many different names did they rename their chat app? (Google Talk -> Google+/Hangouts ->Google Allo -> Hangout Chat/Meet -> Google Chat/Google Meet etc. -> Shutdown now..
I personally wouldn't bet against Google especially in an area where its existential to succeed. I do think they have a wide moat to cross though. They have a lot of incredibly smart and talented people there but their management lacks the top down vision to execute new products.
Disclose: I have position in GOOGL and I hope they succeed but I think my criticism is valid.

GOOGL is such a piece of 💩