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It's just a few companies propping up the index while every other stock suffers. My port is held up by GOOG & NVDA while every other ticker is a death sentence right now.

All of it is a fugazi. OpenAI, MSFT, GOOG etc. are all fucked on the AI front.

If I wanted to be safer, NVDA, MSFT, AMZN, GOOGL. Also maybe MELI. All in Google or Amazon would be totally solid. If I wanted to take a really risk in hopes of 10xing in 3-4 years, PLTR. I would NOT do this though.

No but my portfolio is up 40% YTD, I cashed out today. Let the NASDAQ show its true nature. MU to 500, GOOGL to 300-270. All the Semis 30 down. Neoclouders another 20% down. Now it's time to trust Warren buffet and accumulate some BRK-B.

you dont get the point my man Claude code is one thing anthropic is another claude code could run as a 200 billion dollar company fine but 2t for that shit is not worth it and also the rev u see are promised ones second they can cook books and you will never know GOOG is cooking books with GPU depreciation methods…

I think the risk is more that there zero return on investment and shitty AI stops being shoehorned into shitty software. … Not that AI is entirely useless, just that it's mostly useless with its current function and iteration.

Had I invested the 100K being discussed in this thread in Feb20215 when I bought, the position would be worth about 1 million (and I didn't have DRIP turned on for the first 8 years). … I think AMZN and GOOGL are good to talk about in this discussion due to market penetration, staying power, multiple revenue streams, and a history of performance.

Buy great stocks that are at cheap valuations. Loads to choose from today as the market is having a pullback. I'd go MU, META, AMZN, GOOGL, AVGO and NFLX. All of them are easy money.

If I want to play it safe and get decent gains, probably GOOGL. If I want to take on more risk and potentially 4-5x my money in 10 years, then NBIS (aka former Russian Google). Management is elite, great execution no BS, and history of success when they were Yandex.

IREN management is incompetent and shady, they can't be trusted. … Any deal with hyperscalers is basically a low margin bare metal GPU deal.

And the Lord replied, "Because, Noah, thou shalt need to average down during the Great Correction.". … "And Noah did bring forth two shares of NVDA, two shares of AMD, two shares of GOOG, and two shares of TSLA.

If/when we have a deep recession, the first thing companies cut back on is advertising, so META and GOOG will get crushed. If/when.

The percent of earnings is less important for valuation than the expectation on earnings growth from AI which are high for all of them. … They're spending capex because their cloud customers want huge banks of GPUs.

First, the thesis for GOOGL AMZN & AVGO is simple, earnings growth and they have all pulled back nicely. … Third, is a retard trade for the bois, buying 6-18 month dated puts on BRENT (crude oil) into $110-115 (targeting $95-80 strikes) and dca sell the dip.

Typical, when I don't hold shit overnight, that's when stuff like NVDA, GOOGL, and SNDK go up. But when I DO hold overnight, that's when shit like BA or SNDK drop 2% and fuck me over. Fuck this gay ass market dude.

The reason for the 25% treasuries is because you mention you may want to retire in 10 years, otherwise if you liked your job and wanted to keep working, you could have even less treasuries. … It's a cliche, but health isn't guaranteed, people die in their 50s, you've saved a lot, have some fun now.

Dude, if you are in FAANG then you know that desktop apps died in the early 2010s. … When Microsoft has been releasing their desktop apps as open source, and all the big games of the last 10 years are free to play, you know there is no avenue to sell local apps anymore.

I sold my GOOGL and AMZN to buy NBIS. So pissed.