$Alphabet(GOOGL)$ Will continue to hold it for now for the cloud growth. Chances there that it might takeover Search but no difference. Left poclet right pocket. Chase the hype of hyperscales. No risk no reward. Better buy high than catch lows. Will just hold it for now since not too many shares. Will consider take profit small chunk off it it goes up by a certain percent. Till then. Chase highs lets go.
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- MR_Wu·10-28 11:03Cloud growth helps, but hyperscale capex efficiency matters more here. If returns start compressing, does the story still hold up?LikeReport