$GOOG's $85B Raise Is a Warning Shot to AI Competitors

$Alphabet(GOOG)$ raising $85 billion at peak hype is brilliant.

They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business.

I wouldn’t want to be a neocloud up against that beast.

The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG.

Frankly, I'm not buying the bubble.

BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%.

Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason.

On the internet, the power goes to the company people CHOOSE to interact with every day.

$Netflix(NFLX)$ in streaming

$Alphabet(GOOG)$ in search/mail

$Apple(AAPL)$ in hardware

$Uber(UBER)$ in ride-sharing

$Amazon.com(AMZN)$ in retail

$Intuit(INTU)$ for taxes

Moats don't look like they did in the 80s and 90s.

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Juju710
06-08
Juju710
Good
AuntieAaA
06-08
AuntieAaA
Good
Brando741319
06-08
Brando741319
Good
Still learning
06-08
Still learning
Great article, would you like to share it?
Cryptogenie
06-07
Cryptogenie
Great article, would you like to share it?

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FOMO has a bad connotation for a reason.</p>\n<h3 id=\"id_3818236314\">On the internet, the power goes to the company people CHOOSE to interact with every day.</h3>\n<p><a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> in streaming</p>\n<p><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> in search/mail</p>\n<p><a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> in hardware</p>\n<p><a data-mention-id=\"UBER\" class=\"teditor-mention\" data-mention-name=\"Uber\" href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> in ride-sharing</p>\n<p><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> in retail</p>\n<p><a data-mention-id=\"INTU\" class=\"teditor-mention\" data-mention-name=\"Intuit\" href=\"https://ttm.financial/S/INTU\">$Intuit(INTU)$</a> for taxes</p>\n<p>Moats don't look like they did in the 80s and 90s.</p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\" tg-width=\"1080\" tg-height=\"1350\"></p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\"><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> raising $85 billion at peak hype is brilliant.</p>\n<p>They can now watch competitors scrounge to either dilute with equity or watch rising debt costs eat their business.</p>\n<p>I wouldn’t want to be a neocloud up against that beast.</p>\n<p>The Asymmetric Portfolio has been underperforming the market all year because I have no semi/memory/chip exposure outside of $GOOG.</p>\n<p>Frankly, I'm not buying the bubble.</p>\n<p>BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%.</p>\n<p>Time will show the slow and steady approach of buying great companies at reasonable prices will win. 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BUT now that we have a big selloff in bubbl-y stocks, I'm up 2% and the market is down 1%. Time will show the slow and steady approach of buying great companies at reasonable prices will win. FOMO has a bad connotation for a reason. On the internet, the power goes to the company people CHOOSE to interact with every day. $Netflix(NFLX)$ in streaming $Alphabet(GOOG)$ in search/mail $Apple(AAPL)$ in hardware $Uber(UBER)$ in ride-sharing $Amazon.com(AMZN)$ in retail $Intuit(INTU)$ for taxes Moats don't look like they did in the 80s and 90s. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% 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