GOOG
Alphabet Inc. Class C Capital Stock
stock NASDAQ

QQQM, AMD, AAPL, META, GOOG

Smart move on GOOGL. But it’s crazy how many people are buying that over GOOG. GOOG (alphabet class c) is cheaper and has better liquidity…

GOOG AMZN UNH MA COST. All green except UNH.

I've kinda run out of places to put money.
SGOV, HYSA, Max 401K into BSPIX, QQQ, VTI, remodel paid off $800k house, 529 for kids, GOLD, NVIDIA, GOOG, SPY, RDDT, PLTR...?
XOM, BRK.B, STFGX?

I think Amazon and Microsoft are the most predictably good (>10% CAGR) going forward, valuation considered (although MSFT feels a little stretched).
I think GOOG will give really good returns going forward, but less predictably so. Search dominance and click through rates in 5-10 years are the big question, the DOJ suit doesn't scare me as much. But everything else under the Alphabet umbrella like YouTube and Cloud, combined with the pessimistic valuation make it a slam dunk IMO.
Meta continuously pours money into things that have very mixed results. Instagram/Facebook/Whatsapp? Astoundingly good. Oculus/AR? Okayish bet I guess. Metaverse? Infamously terrible for 10's of billions. AI models? We'll have to wait and see. Altogether, I'd be surprised if we see less than 10% CAGR through the next 5-10 years.
Nvidia as a business is probably going to do quite well over the next 3 or 4 years, but I'm not convinced the design moat or the CUDA moat is strong enough long term to support 50x earnings. Could see competition coming from China, or especially from the big players that rent out their custom GPU's like AWS/GCP. Like it at 25-30x earnings, not at 50x.
Apple is a wonderful business (still are, ignore the doomers that say otherwise) trading at too high of a multiple. Solid buy in the high teens PE, not worth >30x earnings.
Tesla is a car manufacturer with some promising side bets that trades as though it's in the same league as the big guys. It is not. What Elon and company did with the model 3/Y was nothing short of a miracle, and should be recognized as such (despite him being a shitty human). However, 175x earnings is pretty ridiculous if you ask me. Stay on the sidelines with this one, don't go long or short.

Trying slowly to diversified to $GOOG LEAP and then potentially full split in $SPMO/$FTEC/$SCHG/$VOO holding but... every time I've done that the past 2 months I regretted it.

Selling CC INTC $19 AUG 15 gives you $55 per which on average results in 26.4%/year.
If by some travesty the stock drops 15% then roll down and out for credit above the cost of interest.
Same can be done for many stocks. GOOG $155 AUG 01 is 24.5%/year for example. All you're doing is collecting premium with 15% downside protection on companies you don't mind owning anyway.
If one's goal is 25% then that can be done with manageable risk, but 30% is pretty much where it caps.

1. AMZN 2. NVDA 3. PANW 4. GOOG 5. CRWD

I’m loading on AMZN and GOOG

GOOG for sure. It's undervalued by 25-30% based on DCF valuation method. 

1. AMZN
2. VOO
3. GOOG/LE
4. NVDA
5. QQQ

From a market value point of view
Stocks & ETFs... VOO, DPZ, ENFR, XLF, VONG
for individual stocks... DPZ, MSFT, MO, GOOG, AXP
Domino's gets in there because we bought the year it IPO'd and has grown 2684%

AMZN and GOOG for sure. Maybe META and NVDA too

MU, ASML, GOOG, WDC, MSFT

AVGO AAPL GOOG NVDA SPLG

There was a viral video of Hasan Minhaj where he was asking a financial advisor why he would stick to the index if the winners had outperformed with a huge margin over the last decade. For example, GOOG, META, AAPL, AMZN, NVDA, etc.
I think the valuation relative to expectations back then was clearly undervalued —for example, [Apple had a P/E ratio of 13.](https://open.substack.com/pub/marketsantefficient/p/was-it-obvious-who-were-the-winners?r=3d1c5t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false)
Would you have predicted the winners correctly?

Opening some GOOG Dec25 $220C at market open. lets see how it goes in the next 5 months

AMD, NVIDIA, AMAZON, GOOG

Microsoft, Synchrony, Aflac, URA, GOOG

ASTS, RKLB, GOOG, UBER, META