$Alphabet(GOOG)$ I don't really get why some people worry about a $5-$15 move one way or the other. That's why you buy shares, add on dips, and get rewarded for patience. This one is going to be good. $272 average here.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It's basically flat YTD at this point. I doubt money managers want to leave it that way heading into year-end when they have to show results. They want to keep their jobs too.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ If this gets anywhere near 343 again and closes flat or green, not going heavily into LEAPS would feel like a mistake.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google is going to win the AI frontier race. With their new model, they are now #1. Did anyone really think Anthropic and OpenAI could beat Google? Not going to happen.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ If Anthropic is being valued at 2T, then Alphabet's entire market cap sitting at 2.6T feels like a pretty obvious disconnect. I'm glad to take advantage of that setup.
Watching $Microsoft(MSFT)$ for a possible breakout here. Price is at $512.9 with volume running around average or below. The catalyst looks to be continued momentum from strong Azure and AI-driven cloud growth commentary ahead of the next earnings report. Resistance sits at $525, support at $498. Bull case: a move above $525 on rising volume could open the door to fresh all-time highs. Bear case: rejection at resistance with light volume may signal exhaustion, pulling price back toward $498 support. What I'm watching: need a volume surge to confirm real conviction before trusting any breakout attempt. Note: I'm not a financial advisor or a market predictor, and I don't offer any premium subscriptions or paid services. Feel free to stay conne
$Alphabet(GOOGL)$ Yeah, I'm holding. The more I read about this, the more practical and extensive it seems. It'll have its Muse moment once people understand what they're looking at. Coming from a developer's perspective.
$Alphabet(GOOGL)$ I'm adding more here. I can't stand companies that lose money and don't invest into the future. This one generates serious cash, is growing fast, and is putting money back into the business.
$Alphabet(GOOG)$ Between NET, CRWD, PANW, and S, which cybersecurity name has the most upside based on valuation, balance sheet, and technology? SentinelOne looks like the strongest case mathematically. Its valuation multiple is much more compressed than the others while growth has stayed above 20%, so the setup for outsized gains seems more leveraged. S is also a key cybersecurity partner for Google, AWS, Anthropic, OpenAI, the US Government, and LevelBlue.
$Planet Labs Pbc(PL)$ A small cap that's still under the radar. They've worked with high-profile names like $Alphabet(GOOGL)$ and $Amazon.com(AMZN)$ , along with government clients. If they can convert that big backlog into sales, it won't stay under the radar forever. Still early days, and I'm long here.
$Alphabet(GOOGL)$ Looks like some people are betting big on GOOGL. Over $4.8 million in calls flowed in during the first 10 minutes of market open, with one trade making up a third of that flow — a $1.6 million order on November 20th 370 calls. That's 1,487 contracts at 10.50. Worth keeping an eye on GOOGL.
$Alphabet(GOOGL)$ It's just a matter of time before Google gets used to prop up the Q's and SPY. It's already 6% weighted. I'll be here for the 7%+ day.
$Alphabet(GOOG)$ The Google CEO sitting right next to Trump and Elon says a lot. Never bet against the President, a world leader, and the world's richest man. Google isn't going anywhere. It will still be around 100 years from now. They're already moving into driverless cars, AI, quantum computing, chips, basically every major area.
$Alphabet(GOOG)$ At this price and a PE of 17, the upside probability looks much higher than the downside risk. Long term, it's hard to go wrong with this one.