The current market, particular-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The current market, particularly in the tech and AI sectors, exhibits characteristics of a "winner-takes-all" environment, with a significant concentration of capital flowing into a few dominant mega-cap stocks alone. The market outlook for Goog suggests continued strong performance due to its robust AI position and also the search engine business, but while it can be a top performer, a repeat of the magnitude of Nvidia's previous surge is perhaps difficult, as Nvidia established an early near-monopoly in AI chips. Also it remains to be seen how differently Goog will approach the matter & a route similar to Nvidia.may hardly be effective today.

Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?

Google lost 1% as Nvidia rebounded on Wednesday. With 68% gain YTD, is Alphabet's rally done this year? Would you take some profit or keep holding for its AI flywheel?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":504138794873048,"tweetId":"504138794873048","gmtCreate":1764117966892,"gmtModify":1764123301609,"author":{"id":4087165752269620,"idStr":"4087165752269620","authorId":4087165752269620,"authorIdStr":"4087165752269620","name":"Subramanyan","avatar":"https://community-static.tradeup.com/news/988f54e3be728c81c5f2a2af190b67fb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.31","exceedPercentage":"93.03%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":985,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":656,"starInvestorOrderShareNum":551,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":80.46,"showRor":true,"investmentPhilosophy":"Cautious & patient aggression wins in the long run!","winRationPercentage":73.333333,"tradeVolumeEst":0},"themes":[{"themeId":"efc85082b5f4468f84d245e7f69c57fa","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":efc85082b5f4468f84d245e7f69c57fa}&rnconfig={\"headerBarHidden\": true}","description":"Google lost 1% as Nvidia rebounded on Wednesday.\nWith 68% gain YTD, is Alphabet's rally done this year?\nWould you take some profit or keep holding for its AI flywheel?","image":"https://community-static.tradeup.com/news/3a4f68606d51766c4072444f326338ad"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>The current market, particularly in the tech and AI sectors, exhibits characteristics of a \"winner-takes-all\" environment, with a significant concentration of capital flowing into a few dominant mega-cap stocks alone. The market outlook for Goog suggests continued strong performance due to its robust AI position and also the search engine business, but while it can be a top performer, a repeat of the magnitude of Nvidia's previous surge is perhaps difficult, as Nvidia established an early near-monopoly in AI chips. Also it remains to be seen how differently Goog will approach the matter &amp; a route similar to Nvidia.may hardly be effective today.</p></body></html>","htmlText":"<html><head></head><body><p>The current market, particularly in the tech and AI sectors, exhibits characteristics of a \"winner-takes-all\" environment, with a significant concentration of capital flowing into a few dominant mega-cap stocks alone. The market outlook for Goog suggests continued strong performance due to its robust AI position and also the search engine business, but while it can be a top performer, a repeat of the magnitude of Nvidia's previous surge is perhaps difficult, as Nvidia established an early near-monopoly in AI chips. Also it remains to be seen how differently Goog will approach the matter &amp; a route similar to Nvidia.may hardly be effective today.</p></body></html>","text":"The current market, particularly in the tech and AI sectors, exhibits characteristics of a \"winner-takes-all\" environment, with a significant concentration of capital flowing into a few dominant mega-cap stocks alone. The market outlook for Goog suggests continued strong performance due to its robust AI position and also the search engine business, but while it can be a top performer, a repeat of the magnitude of Nvidia's previous surge is perhaps difficult, as Nvidia established an early near-monopoly in AI chips. Also it remains to be seen how differently Goog will approach the matter & a route similar to Nvidia.may hardly be effective today.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/504138794873048","repostId":0,"isVote":1,"tweetType":1,"viewCount":379,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":550,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/504138794873048"}