What is your current view on $GOOG?
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
The situation is more complicated, but I was surprised the stock didn't rise that much after the results.
Together with $AMD, it's also my largest position and I still believe in them. The valuation is cheap and investors don't understand the potential and the business.