@Tiger V:$Alphabet(GOOG)$ I invested in GOOG stock, seeing potential for a narrative shift and multiple expansion. While recent earnings left some disappointed—especially with cloud growth—Google's long-term strength remains intact. Unlike Meta, Google hasn’t always been transparent with investments, but its capex guidance was a step in the right direction. With strong AI initiatives, dominant search advertising, and room for valuation growth, I see Google as a solid opportunity at current levels. While I like both, I slightly favor Google for its upside potential.
@DeltaDrift:$Palantir Technologies Inc.(PLTR)$CEO, Alexander Karp, has adopted a Rule 10b5-1 trading plan to sell up to 9,975,000 shares of the company's stock by September 12, 2025. Based on recent trading prices, this sale could amount to approximately $1.23 billion.CEO sell off combined with Pentagon budget cut report definitely impose strong downside momentum…
@Gene Stilwell:$NVIDIA(NVDA)$Can't stop the Nvidia trainKeep buying. Nvidia has the ecosystem for the future of ai in many verticals. Very obvious now. $140 today.....then $180 after Earnings.I truly believe that NVDA can achieve a market cap of 4T by year end. The longs will have much to celebrate.
@Soros Investment Tracker:Soros Investment Tracker 2024Q4 position change: Increased position in Flutter Entertainment PLC by 36,107 shares, the number of shares held increased 31.47% compared to the previous period and now represents 0.98% of the total position.
//@Barcode:$Coca-Cola(KO)$$Moody's(MCO)$$Applied Materials(AMAT)$$Uber(UBER)$ 🚀🤖🔥 Tepper’s AI Bet vs Buffett’s Classics, High Growth or Stability? 🔥🆚 The latest 13F filings reveal David Tepper’s aggressive growth playbook and Warren Buffett’s time-tested value strategy. While Tepper is all in on AI, 🇨🇳 China, and tech, Buffett holds steady with 🍎Apple, Coca-Cola (KO), financials, and energy stocks. Here’s how their Q4 2024 moves stack up into 2025: 📊 Tepper’s Bold Growth Strategy • Microsoft, 112.5 percent increase, AI Leaders
@Terra Incognita:I closed $SMCI 20250207 40.0 CALL$ ,SMCI: collected full premium on these covered calls when it expired worthless on Friday 7th. SMCI had a very good 27% run up just last week and I was surprised with the bullishness. They announced new product lines that will complement well with Nvdia Blackwell chips and market cheers for it. Earnings will be announced this week on 11th Feb so eagerly waiting for good news. For me, I'll just watch out for their numbers and hope they finally can file on time and abide by the filing regulations. That will be a far better news for the company.
@Terra Incognita:I closed $SMCI 20250207 40.0 CALL$ ,SMCI: collected full premium on these covered calls when it expired worthless on Friday 7th. SMCI had a very good 27% run up just last week and I was surprised with the bullishness. They announced new product lines that will complement well with Nvdia Blackwell chips and market cheers for it. Earnings will be announced this week on 11th Feb so eagerly waiting for good news. For me, I'll just watch out for their numbers and hope they finally can file on time and abide by the filing regulations. That will be a far better news for the company.