Alphabet

What is your current view on $GOOG?

$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.

Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.

Do you still consider $AAPL a growth stock?

Google reported great results that exceeded expectations. $GOOG is currently one of my biggest positions and the stock still looks pretty undervalued to me and the company has a lot of potential.

What do you think of the results? Do you find $GOOGstock undervalued as well?

Several stocks have fallen nicely this week, creating interesting opportunities. For example, $LMT and $PMhave dropped significantly, but I' m not really interested in those yet and I'm more waiting for $TSLA and $GOOG.

What stocks are you buying right now?

Investors, do you have a stock in your portfolio that you are confident you will hold for the next 15 years?

For me, it's definitely $AMZN and $GOOG. They are incredibly strong companies with amazing businesses that will be around for decades to come.

Are you still buying any big tech stocks?

I'm still buying $AMZN and $META, and last month I significantly increased my position in $GOOG. All of these stocks are still undervalued in my opinion, so it would be a shame not to buy them at a discount.