Alphabet Inc.

Investors, what is your most profitable position in your portfolio and what % is it?

Last week I asked you what your most profitable position is, so today I'm asking you and you can tell me what your most profitable position is. In my portfolio, the most profitable so far is $AAPL+2.0% over 40% and right after that $GOOGL+0.3% slightly over 30%.

Investors, which sector stocks are most represented in your portfolio?

In my portfolio it is definitely stocks from the technology sector such as $AAPL+2.0%, $GOOGL+0.3% or $ASML+2.4%.

Have a lovely Sunday, I wonder what all you are driving DCA (if anything)? I'm going ETF + $BRK-B+0.4%. I also used to ride CEZ, KB and $GOOGL+0.3%.

Investors, what stocks did you buy or sell this week?

I've been buying shares of $MO+0.9% and $GOOGL+0.3% this week after the drop.

Shares of $GOOGL+0.3% are down over 10% in the last 5 days and the stock is trading around $120. I'm overbought today after seven months as the current price is already a nice buy for me.

Are you overbought at the current price of $GOOGL+0.3% stock or are you still waiting?

Alphabet Inc.

GOOGL

$177.24 $0.45 +0.25%

Capital Structure

Market Cap

2.2T

Enterpr. Val.

2.2T

Valuation

P/E

27.2

P/S

6.9

Open $175.46

Day range $174.81 - $178.36

52 week range $115.35 - $180.41

Investors, which companies' results will you be watching next week?

I'm very interested in the results of $MMM-0.4%, $KO+0.1%, $MSFT+1.3%, $GOOGL+0.3% $WM+1.3%, $META+0.5% or maybe $AMZN+0.2%. Next week will be very interesting as far as company results are concerned and I'm very interested and looking forward to the results of several companies.

Google $GOOGL+0.3% is reportedly considering to stop using Broadcom $AVGO+5.4% as an AI chip supplier from 2027. In such a scenario, Google would completely design the chips known as TPUs in-house. The move could save billions of dollars in costs annually. What do you think? 🤔

Alphabet Inc.

GOOGL

$177.24 $0.45 +0.25%

Capital Structure

Market Cap

2.2T

Enterpr. Val.

2.2T

Valuation

P/E

27.2

P/S

6.9

A friend and I were having a discussion today about whether $GOOGL+0.3% or $MSFT+1.3% is a better investment in the current situation, so I thought I'd ask you too. Which of these two companies do you think is a better investment for the long term these days?

Investors, which stock in your portfolio is the most profitable this year and how much % is it up ?

In my portfolio, $GOOGL+0.3% stock is the most in profit this year by 39%. I would very much like to see $NVDA-0.7% stock in my portfolio, however somehow I have not focused on this company and unfortunately I have not bought the stock :D.

Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT+1.3% $GOOGL+0.3% $AMZN+0.2% on artificial intelligence chips from $NVDA-0.7%?

These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT+1.3% 's recent investment in d-Matrix, a company that designs optimized...
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ARM HOLDINGS is gearing up for a spectacular initial public offering to test the market's interest in a major technology company. But its target valuation suggests it is resigned to not being the next Nvidia.

According to The Wall Street Journal, citing people familiar with the matter, British chipmaker Arm is seeking a valuation for its initial share offering on the Nasdaq...
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Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.

Apple Inc $AAPL+2.0%, Nvidia Corp $NVDA-0.7%, Alphabet Inc $GOOGL+0.3% and Advanced Micro Devices Inc $AMD-0.8% have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.

Intel Corp $INTC+1.7%, Samsung Electronics Co Ltd,...
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The SP500 index is up over 14% for the year, which is very respectable. The $SPY+0.8% is up this year mainly due to technology stocks, which are up tens of % this year and some are even up over 100%, such as $NVDA-0.7% or $META+0.5%. The SP500 is rising this year mainly thanks to $AAPL+2.0%, $MSFT+1.3%, $NVDA-0.7%, $META+0.5%, $AMZN+0.2% and $GOOGL+0.3%. However, the question...
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People in the U.S. are starting to use streaming platforms more and more on TV and less and less on radio and cable. Time spent using streaming platforms on TVs is growing and currently accounts for 38.7% of total TV usage.

I...
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What two companies would you recommend to a novice investor at this time? Obviously $GOOGL+0.3% $AAPL+2.0% etc is great, but those are at a great price right now. I say maybe $O-0.6% might be a nice buy right now, or even $DIS+1.6%.