fuddie

Optimistic investing, unstoppable growth

    • fuddiefuddie
      ·09-30 22:49
      $Alphabet(GOOG)$ Between NET, CRWD, PANW, and S, which cybersecurity name has the most upside based on valuation, balance sheet, and technology? SentinelOne looks like the strongest case mathematically. Its valuation multiple is much more compressed than the others while growth has stayed above 20%, so the setup for outsized gains seems more leveraged. S is also a key cybersecurity partner for Google, AWS, Anthropic, OpenAI, the US Government, and LevelBlue.
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    • fuddiefuddie
      ·09-30 22:00
      $Planet Labs Pbc(PL)$ A small cap that's still under the radar. They've worked with high-profile names like $Alphabet(GOOGL)$  and $Amazon.com(AMZN)$ , along with government clients. If they can convert that big backlog into sales, it won't stay under the radar forever. Still early days, and I'm long here.
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    • fuddiefuddie
      ·09-30 21:57
      $Alphabet(GOOGL)$  Looks like some people are betting big on GOOGL. Over $4.8 million in calls flowed in during the first 10 minutes of market open, with one trade making up a third of that flow — a $1.6 million order on November 20th 370 calls. That's 1,487 contracts at 10.50. Worth keeping an eye on GOOGL.
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    • fuddiefuddie
      ·09-30 18:31
      $Alphabet(GOOGL)$ It's just a matter of time before Google gets used to prop up the Q's and SPY. It's already 6% weighted. I'll be here for the 7%+ day.
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    • fuddiefuddie
      ·09-30 06:04
      $Alphabet(GOOG)$  The Google CEO sitting right next to Trump and Elon says a lot. Never bet against the President, a world leader, and the world's richest man. Google isn't going anywhere. It will still be around 100 years from now. They're already moving into driverless cars, AI, quantum computing, chips, basically every major area.
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    • fuddiefuddie
      ·09-29 22:18
      $Alphabet(GOOGL)$ It takes a lot of effort to try to push Google down. Not sure what the sellers are thinking, but they are going to lose on this one.
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    • fuddiefuddie
      ·09-29 22:14
      $Alphabet(GOOGL)$ Busy week at work. I've been adding more Google. Came across some interesting things about what's coming for them. Added.
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    • fuddiefuddie
      ·09-29 03:28
      $Alphabet(GOOG)$ At this price and a PE of 17, the upside probability looks much higher than the downside risk. Long term, it's hard to go wrong with this one.
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    • fuddiefuddie
      ·09-28
      $Alphabet(GOOG)$  I wasn't financially literate early in life. I was 45 when I finally took the time to educate myself and start making real changes. At that point, I was $97,000 in debt with zero savings or retirement. Fast forward just two years, I'm over $870k. That may not sound like a huge amount to some, but to me it's something I'm incredibly proud of. I'm currently fast-tracking my wealth building journey, already investing $550,000 and owing absolutely nothing to anyone. My mindset and financial habits have transformed over the past three years. I managed to grow a portfolio of around 5 bitcoins in the space of a few months.
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    • fuddiefuddie
      ·09-25
      $Alphabet(GOOG)$  Big stocks that are tokenized as RWA on blockchain and can be easily levered by anyone globally look like a good buy due to increased exposure. Especially the trending AI names like AMZN, MSFT, GOOG, and TSLA.
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