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.
Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
It's a great company, but those courts and that chrome can be a big problem.
Tesla didn't please much, but it's still solid. The company still has huge potential and I'll continue to hold.
It's hard to say, but in 15 years they'll be driving mostly EVs, so I imagine I'll be holding $TSLA stock for a long time.
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? 😊