Googl is probably my largest future bet going forward. After the most recent earnings and a very thoughtful analysis, I find it to be the best value of the Mag 7, followed by Amazon. I go with A class shares since they offer voting power and are likely more popular. My plan for this stock is to buy 2026 Jan leaps likely around 150$, and sell covered calls against the position. If I am close to assignment I may roll, or allow the leaps to move. I do plan on exercising at least one of these in 2026 at the 150$ range since I believe this is an amazing company.
-165
ISH is an amazing deal, the company was valued at 164 using discounted cash flow model in Q1
-Low forward PE in an overheated market
-Extremely high cash flows
-Expanding cloud revenue
-Slept on in the Ai market, they control the data, therefore their Ai presence will be huge
-Large moat, people like to use google, youtube, and the cloud is expanding
-165
ISH is an amazing deal, the company was valued at 164 using discounted cash flow model in Q1-Low forward PE in an overheated market
-Extremely high cash flows
-Expanding cloud revenue
-Slept on in the Ai market, they control the data, therefore their Ai presence will be huge
-Large moat, people like to use google, youtube, and the cloud is expanding
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.