I'm basing my assumptions on the fundamentals only, their AI and Hardware bets are for years in the future. Right now, if they were trading with their competitors PE ( RDDT, GOOG) their fair value would be in the 800s

The fact that Elon Musk, the richest and most powerful person in the world is against google, is not a good omen for GOOG... Puts on GOOG. They're not gonna be able to beat Elon's obsession with destroying google. Anything he's ever wanted to destroy gets destroyed. He is like a god at this point ...

Ask Jeeves is officially dead. Calls on goog

TIL googl and meta are not in the XLK. looney toons

#Ban Bet Lost /u/pastruk made a bet that AAPL would go to 290.87093999999996 within **2 days** when it was 271.842 and it did not, so they were banned for a week. Their record is now 1 wins and 1 losses [**Join WSB Discord**](https://discord.gg/wsbverse)

I want to rotate out of GOOGL next week

I buy and hold GOOG, AWS, MSFT, and NVDA. Works great for me so far

Realistically AMZN will hit 300 around June

Well shieeeet. Diving into Apple UMA for multi-agent frameworks and it turns out these things might not just be yuppie hype. My stupid bike-riding goofy speedsuit wearing dork ass 7th grade biology teacher might have been right. Calls on AAPL

I was talking more along the lines of Msft, AMZN, googl, meta since they hold the most market cap and weighting Companies like oracle will take a beating

People seem to think a bubble pop will be a crash, but will it? If googl, meta etc announce they’re cutting back CAPEX on ai then NVDA and semis fall but googl etc just go back to better cash flow since they already make money, it’s not like they’re making money on ai anyway so cutting the CAPEX just means less expenses and the revenue from their main businesses is already there which continues to grow

I would jump into some regarded options but wasted to much cash last week playing puts on AMZN 😭 Let’s see if my PLTR longs print something

Rate my portfolio. SNAP RDDT HIMS AMZN AMD TEAM XYZ QCOM COIN WIX RBRK SNOW MSFT ZS TTD AXON MNDY HOOD ORCL CRM ADBE DUOL SOFI WDAY NOW FIG. About $85k between all of these, all shares, up $6k right now.

AMZN still up the least past 5y out of all mag 7

The worst part was when I got GOOG calls late last year. Sold for minor profit. Cheap OTM contracts I didn't even expect to ever go ITM. Then GOOG has a fucking run and a half and the contracts I made a few hundred on were now worth 4.5k, each. I get back in and get destroyed from the price dropping since that peak and not reaching that point again until a few days ago. I bought those in late January with late May expiration. It's like the price moved the way it did just to fuck me and my calls specifically.