GOOGL
Alphabet Inc. Class A Common Stock
stock NASDAQ

I will say also that this is an inherited account. I am not bragging in the slightest, as I know am very fortunate to be able to have this kind of money. Also, I’ve had the account since last August where it started about $46.5k from a managed company that sucked. I’ve had most of these stocks in here for about 3 months. GOOGL and SLV for longer

NVIDIA Corporation (NVDA): 3.46%
Ubtech Robotics Corp Ltd (9880.HK): 3.36%
XPeng Inc. (9868.HK): 3.32%
Xiaomi Corporation (1810.HK): 3.31%
Tesla, Inc. (TSLA): 3.28%
Alphabet Inc. (GOOGL): 3.23%
Red Cat Holdings, Inc. (RCAT): 3.05%
Ondas Inc. (ONDS): 2.81%
Symbotic Inc. (SYM): 2.74%
Rainbow Robotics (277810.KS): 2.67%
Nvidia exposure, ubtech, xpeng and xiaomi are active in humanoids, some tesla bcs it will hype up humanoids, google never bad, rcat and ondas bcs why not, rainbow robotics i think are focusing on quadrupeds humanoid, so it makes sense, but didnt want heavy nvidia so i made it sense for less %

I'm not a financial advisor and whatever I say could turn out to be a bad investment even if I have high conviction.
I loaded heavy into GOOGL and AMD during the spring last year. I bought a lot of MRVL when I saw amazons FY ER and their projected 200b capex (marvell have multiyear agreement with amazon regarding their custom-chips). I also bought MU heavy last month when it went below 320$ after their fantastic ER. If you believe this is false I can provide evidence of this.
Today i like brookfield corporation (BN) for nuclear and hydro power to datacenters. They will build alphabets datacenters and supply them with power. Their historical CAGR for the last 30 years to shareholders is +19%. Boring but stable asset manager. Traded at a discount to reported NAV. Great CEO in Bruce Flatt.
I also like financials which can benefit a lot from making their business more asset light with AI. NU holdings have an estimated EPS growth in the 30-40% range going forward to a forward PE multiple of 17. MELI is another one with more diversity and growth but also a higher PE multiple.
EV rides will be a growing opportunity for a lot of players and I believe there will be several players in the market, which could benefit a company like UBER massively.
For hardware and semis I would wait for a pullback at the moment. Hopefully where will be a lot of good ER with following dumps in the stock prices, which may present a good buying opportunity.
Do your own analysis and don't trust a random redditor on the internet. Good luck 🙏

FOMC decision and MSFT AMZN META and GOOGL all reporting earnings of Wednesday. If you don’t shit yourself on Wednesday you have no soul.

Mostly holding NVDA, MSFT, GOOGL right now. Their tech moat is insane and AI tailwind is strong. But valuations are high so I DCA and buy dips, not all in. Still diversify a bit.

I believe in GOOGL

Same things. GOOGL have voting rights, GOOG doesn't

I remember when we were wondering if GOOGL or NVDA would get to 200 first

GOOGL $400 sooner than you think

"AMZN, GOOGL, META, MSFT are ALL reporting earnings at the same time."
And Apple the day after.
Thoughts on just copying what the markets do on Wednesday for Thursday (Apples earning report)??

I'm thinking If Wednesday is mostly good i grab some puts on Apple, if mostly bad then calls. Obviously not necessary that Apple falls the same way as the others but pretty likely? Yes No? Thoughts?

First, JPOW is going to release the FOMC rate decision at 2pm and take the stage at 2:30. Then before anyone has time to process the information, AMZN, GOOGL, META, MSFT are ALL reporting earnings at the same time.
ANY of them could rise or drop 10% quite easily as they will be compared directly to their competitors across each of their business segments.
Also, the unprecedented capital expenditures of these 4 companies is what is holding up the entire US economy, so any changes to spending expectations WILL move the entire market, particularly the semiconductor, mining, and energy sectors.
Bers are still refreshing CNN hoping that "Iran" or "Oil prices" will save their puts completely oblivious to the event 10x the size of some little middle eastern conflict happening next week. I don't think SPY moving +/- 2% after hours is even that unlikely.
It's for sure not financially responsible to hold onto every single option I own through the mother of all IV crushes we're going to see Wednesday but I'm not sure if I'll ever see a bull ride this exciting for years to come, so it's hard to resist

Do you trade GOOGL or GOOG ticker? Seems like GOOGL has higher volume.

GOOG or GOOGL?

Welcome to the world of investing! You're going to be addicted to it quickly.
Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies.
Could your money be better allocated based on your investment theme?
You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up.
Here’s an example portfolio for you –
Possible Theme: Information Technology with Monthly Dividends
Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI.
QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions.
Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage.
Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.  
This is not financial advice, strictly for educational purposes.

META is way closer to GOOGL than any software company

AMD APPLE GOOGL

This…. I’d rather buy more GOOGL at almost ATH than FIG …

Another week of results from running low delta **Short Put Verticals** aka Bull Put Credit Spreads!
I finished the week up with $7,122 in profit closing out 64 SPVs ( $111 per SPV)
That puts my April profit at $32,103 over 226 SPVs ( $142 per SPV).
I have been day trading these spreads closing at 20% profit due to the market instability hence the lower average per spread for this week.
 Here are my rules for trading credit spreads:
* **All SVP's will be opened 35 to 49 DTE**
* **Short put strike chosen at .20 delta or lower (I have been choosing 13/6 deltas for new verticals).**
* **Long put chosen to achieve a net delta of .07**
* ***All the following criteria must be met prior to opening trade***
* **Analysis of spreads Max Profit must show 80% or more probability for Maximum Profit**
* **Analysis of spread's Break Even must show 80%or more probability for Any Profit**
* **Analysis of Max Loss must show 10% or less Probability for Maximum Loss**
* **ROI for premium collected (premium divided by collateral required for spread) must be 10% or more**
Below is a breakout of the 21 ticker I ran SPVs on and their totals:
|Ticker|Profit +/-|
|:-|:-|
|SNDK|$2,761|
|MU|$2,564|
|AMZN|$345|
|WDC|$208|
|VRT|$194|
|AGX|$167|
|NVDA|$166|
|GOOGL|$138|
|AAPL|$131|
|PWR|$89|
|BE|$79|
|TSM|$76|
|CIEN|$73|
|AMD|$28|
|TSLA|$23|
|GLW|$22|
|HOOD|$17|
|WMT|$14|
|ARM|$13|
|INTC|$8|
|AMC|$7|
|Totals|$7,122|

Thanks I've made some adjustments after reading everyone's replies and I think I've found a happy spot.
This is what I ended up going with/adjusting into:
Div: SPYI 48% QQQI 43% JEPQ 8.5% (50% reinvested / 50% into Grth)
Grth: NVDA, APPL, GOOGL, AMZN, VTI, SPMO, MSFT, META, SMH, IBIT, XBI ( 50% working towards CC, 50% into ETF anchors)
Roth QQQM 32%, SPMO 22%, SPYI 15%, QQQI 15%, SPYM 15% ( SPYI/QQQI 50% reinvest / 50% split into anchors).
SEP QQQ 50%, VOO 25%, VYM 12%, SPYI 6%, QQQI 6% (same as above)
I figured using 50% for reinvestment, and 50% into the targets, that would keep my CC ETF's increasing while still accomplishing the goal of building my machine. Thoughts?

Long $GOOGL @344.86