For sure. I think Google is gonna win the AI race.
They have the free cash flow, so they don't have to leverage the entire value of the company against a loan to spend, like Oracle or openai etc.
They also have cutout the middleman with tpus. And they e already embedded Gemini into the most widely used search engine in the world
So they have the highest chance of profitablity, and it's not close. I just think all these companies are in the penalty box until they demonstrate that profit.
The semis, those companies can show us the profit. They can show us the order books. The implementors, they have to demonstrate that they can use these semis to make a buck.
But goog is the place to be. I'm also extremely interested in meta if it gets to 500 or lower.
I thought the same then you see MU is sold out of HBM4 product until 2027 so the numbers will meet, and likely exceed based on more price increases. See aapl increasing prices due to higher memory prices even after they did a 6 month memory contract in January.
I can see 1300 on MU by wed close on pre earmings hype.
Dude fuck this stupid fucking market dude. AMZN at an average cost of 270. And there's always some fuck fuck shit that goes down to make sure the market never fucking recovers. I'm so fucking deep in the goddamn red dude. FUCK MY GODDAMN LIFE.
https://imgur.com/a/o76bDXl
You got a Brain so smooth you could ice skate on it.
I started this account with $150K. Do the math on where it’s at now.
PACS, GOOGL, NBIS…
Can tell you’re one of those retards all in on crypto losing his ass
Mostly vibes.
I watch the chart of a few tickers and watch for local highs and lows over the last few weeks or months and those are my entry points.
For example, a few months back I would pick up aapl puts when it for close to 275. That was a hard resistance for awhile.
GOOG is like 30-40% of my port already so I'll probably be loading up on MSFT/AXP/BLK/VOO/LVMUY bags instead if it falls.
Last week really tested whether I had the hands to keep holding my energy stocks since they were falling. Not sure if I'll sell this week but I guess the news didn't hurt.