For sure. I think Google is gonna win the AI race. They have the free cash flow, so they don't have to leverage the entire value of the company against a loan to spend, like Oracle or openai etc. They also have cutout the middleman with tpus. And they e already embedded Gemini into the most widely used search engine in the world So they have the highest chance of profitablity, and it's not close. I just think all these companies are in the penalty box until they demonstrate that profit. The semis, those companies can show us the profit. They can show us the order books. The implementors, they have to demonstrate that they can use these semis to make a buck. But goog is the place to be. I'm also extremely interested in meta if it gets to 500 or lower.

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GOOG needs to WAKE THE FUCK UP

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What is wrong with GOOG

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GOOG is like 30-40% of my port already so I'll probably be loading up on MSFT/AXP/BLK/VOO/LVMUY bags instead if it falls. Last week really tested whether I had the hands to keep holding my energy stocks since they were falling. Not sure if I'll sell this week but I guess the news didn't hurt.

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Guys if it's all priced in, why is TTWO red YTD and was nearing 52 weeks lows the other month? Oh ye cuz it sold off due to goog gaming AI thing, then SaaSpocalypse. Market is retarded and nothing is priced in or we'd be at 300+ already

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RDDT, UNH, NOW, MSFT, GOOG, AMZN

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You are fine and safe with these. Just hold them. I would buy META and QCOM. But i dont have any cash. Full ported in MU and not selling any. Bag holding GOOG as i bought at near top 385$ lol. Even sold some in a loss during the last dip, to buy more MU. It worked well. The rest i must leave for the next 5 years. Its just too hard to not touch them in semis bull run, while goog, msft, meta just flat or drops even more these days due to capex. Even NVDA is flat

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