GO

For sure. It's a great strategy. I only bought 2 METAs and 5 GOOGs. I usually sell puts and use premium to buy LEAPS. Just a lot of my cash is tied up arm and I'm not comfortable with nakeds.

Next they looked at the $200B+ in CapEx this year killing GOOGs cash flow (-$9B in Q3 alone). … All of a sudden GOOG is no longer looking like a cash rich company printing money on ad revenue.

OpenAI and Anthropic will both collapse, but they will take most of Mag7 with them. … The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity.

This is an excellent buying opportunity for esp INTC, GOOG.

I'm a semis analyst but I keep models of GOOG and RDDT updated for my PA. GOOG is a strong buy at this price IMO. … But the big scare is that they warned DAU could fall by double digit percentages next quarter.

*Ai flag ship USA company NVDA down 11% in one month during earnings season, Intel down 30% in one day, ASML down 15% in one month, AVGO down 9% in a month, GOOGL down 19% in one month, consumer staples up 9% in one month*. … *with the highest mortgage rates in 20 years.*. *"Source???"

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

Fuck my goddamn life. Of course I go balls deep in google and that shit drops. … And of course I get fucked every earnings season. GOOGL fucked me today.

META, AMZN are burning through cash like crazy to support AI trade too. It's not just GOOGL. How sustainable are the neoclouds as well?

What is your definition of cheap? A cheap share price? Like less than $10? … They had two Q over Q revenue gains over 70% twice last year.

SPCX is the easiest company to extract financials around AI datacenter because they have such small scale relative to the hyperscalers. … There's a lot of room for profit margin then when looking back to that $24b/year revneue.

BREAKING: THIS YEARS HOTTEST HALLOWEEN COSTUME? A GOOGLE BAGHOLDER. SCARY AS SHIT!

I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. … I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here.

GOOGL has never recovered from its dilution and AMZN has been trading at a sharp discount against its P/E in large part because they also went negative FCF. … MSFT on the other hand has been the stock of choice amongst the hyperscalers for the past few months as they are the singular one still positive FCF.

MSFT is simply an AMZN with more risk in enterprise software and europe exposure. … META is great for the future, and I already have a large position.