$Alphabet(GOOGL.US)

Take value brother's Google sharing ideas seriously💡

LongPort - 价值&投资
价值&投资

Reflecting on the strategy for $Alphabet - C(GOOG.US) in the first half of the year, Google has truly made a comeback in the AI space. Updating my thoughts from the past two days:

1. I see many people selling at new highs, but I can't find a real reason to sell.

2. Over the past two years, $Alphabet - C(GOOG.US) has been undervalued, mainly due to the sudden rise of OpenAI. Everyone thought it was done for, but now that it's back, selling would be foolish.

3. I've already made some money with long calls, and I'm bullish long-term. If there's a pullback, I might go for another call; otherwise, I'll hold the shares.

4. With Chrome and Android running smoothly, and the search partnership with $Apple(AAPL.US), it's a win-win—I own both. 😂

As always, U.S. stocks know no ceiling!

Not investment advice!

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