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Blazin

Blazin

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<Nazi Janitors>
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UAL is the only one smart enough to not get caught in a race to the bottom with discount fares into unprofitable hubs. You need business travel, you need international. They have it, the failing ones don't. But still this is a tough business and is way too cyclical. The demand for air travel is immense and is growing but it's full of failure.

The govt doesn't intervene much in this industry does it....Oh wait now I see.
 
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T

Tirant

Golden Knight of the Realm
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Just initiated a position in GOOG. Well aware of the antitrust/chrome issue but seems way too cheap compared to the rest of the market.

Interested to hear other's opinion on near term risks etc.
 
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Blazin

Blazin

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The negatives seem rather obvious , upside will come from things not being as bad as feared.

I would love to see from them is a pivot and some ass kissing to incoming administration. Maybe this DOJ coming for their throat will be enough to finally drive them to take action. THese type of news events can cause some big daily moves but things happen at a snails pace the vast majority of time.

GOOGL's problem is it's employee base is absolutely infected, this company could print more stacks than JPowell with better leadership and culture. And they don't need to go that far right Tim Apple does a decent job of playing the game. These dumbasses just can't seem to get out of their own way.
 
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T

Tirant

Golden Knight of the Realm
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Yeah the infected employee base is my biggest concern tbh. I'd like them to take a page out of Zuck's book and do a "Year of Efficiency" where they reduce headcount and get rid of some of the more extremist elements.

So many obvious issues but a dominant AI/Cloud/Search Monopoly/Streaming player being cheaper than the broader market just seems nuts. Fits the "dark clouds I can see through" schtick. I pretty much exclusively watch Youtube or YoutubeTV as well so have a personal bias towards them.

Appreciate the feedback.
 
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Rangoth

Rangoth

Blackwing Lair Raider
1,780
1,894
Well, I decided to buy back my BITO CC that expires tomorrow for a realized loss of 8k /sadpanda

Had I been called I would have mad 20% on my original investment so it was a tough decision. Ultimately I think Bitcoin in general is going to have some strong headwinds over the next 6 months or so until some type of legislations either passes or gets blocked regarding crypto(or specifically bitcoin). Felt like taking the 8k hit now, again only realized because the stock is up I sort of made it back via the new unrealized total since the CC was nearly worth intrinsic value alone.

I'm not even sure if I want to sell anymore CC's on this one for a bit after watching it BLOW by by @22 strike which I sold when it was at 19! The premiums are pretty nice so I'm tempted to do weekly's at some far OOM strike and then probably have the same internal debate I just had.....

Blah blah, not investment advice, but the BITO ETF has been amazing and the dividends alone are insane right now. I got 0.99$ per share just last month on what was an 18$ stock, they pay a monthly dividend. I swapped my FBTC holdings to there.
 
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Creslin

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Tirant said:
Yeah the infected employee base is my biggest concern tbh. I'd like them to take a page out of Zuck's book and do a "Year of Efficiency" where they reduce headcount and get rid of some of the more extremist elements.

So many obvious issues but a dominant AI/Cloud/Search Monopoly/Streaming player being cheaper than the broader market just seems nuts. Fits the "dark clouds I can see through" schtick. I pretty much exclusively watch Youtube or YoutubeTV as well so have a personal bias towards them.

Appreciate the feedback.
Click to expand...
I think Goog is becoming a buy here as much as I don’t like the company. I like meta better because zuck as a leader is better.

I also don’t think google is still perfectly fine in a world where chrome is spun off.
 
Sanrith Descartes

Sanrith Descartes

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Tirant said:
Just initiated a position in GOOG. Well aware of the antitrust/chrome issue but seems way too cheap compared to the rest of the market.

Interested to hear other's opinion on near term risks etc.
Click to expand...
I added to my GOOGL position down here at the 200-DMA. Expect lots of chop while this case progresses and then of course the appeals. If they only lose Chrome, this is not a really horrendous outcome long term.
 
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Foler

Asshat Foler

2024 FoH Asshat
<Gold Donor>
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Tirant said:
Yeah the infected employee base is my biggest concern tbh. I'd like them to take a page out of Zuck's book and do a "Year of Efficiency" where they reduce headcount and get rid of some of the more extremist elements.

So many obvious issues but a dominant AI/Cloud/Search Monopoly/Streaming player being cheaper than the broader market just seems nuts. Fits the "dark clouds I can see through" schtick. I pretty much exclusively watch Youtube or YoutubeTV as well so have a personal bias towards them.

Appreciate the feedback.
Click to expand...
Uhhh idk about a dominant cloud and AI player. AWS and Azure have more market share. GCP can scare companies due to googles history of killing products on the fly.

edit - prob worth getting Araysar Araysar opinion on the search engine/marketing aspect of their business
 
Blazin

Blazin

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amazing MicroStrategy can drop from 548 to 379 in a day and that only takes the price back to Tuesday
 
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Araysar

Loser Araysar

Chief Russia Reporter. Stock Pals CEO. Head of AI.
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Foler said:
Uhhh idk about a dominant cloud and AI player. AWS and Azure have more market share. GCP can scare companies due to googles history of killing products on the fly.

edit - prob worth getting Araysar Araysar opinion on the search engine/marketing aspect of their business
Click to expand...
I doubt the Chrome spinoff is going to do anything to GOOG price because 99% of the investors have no idea how it impacts Google. I know this because 50%+ of people in my industry who build sites to rank #1 on Google have no idea what Google gets out of Chrome. Up until the API leaks happened a few months ago, 99%+ of people in my industry had no idea what Google got out of Chrome. People think its like Microsoft losing Internet Explorer in the 1990s.

What Google gets out of Chrome is pretty boring, but 15 years later, it is now mostly replaceable.

As long as they keep beating earnings, they will keep going up. Slowly. And that's the real problem with google. Their stock is glacial in movement. A year ago it was at $136, today it is at 167

As a side question, who would want to buy Chrome?
 
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Tmac

Tmac

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Blazin said:
amazing MicroStrategy can drop from 548 to 379 in a day and that only takes the price back to Tuesday
Click to expand...

Opened with +$13k and ended with -$11k haha.

Luckily had a trailing stop so grabbed some shares back at a discount. Just didn’t realize how much bigger the discount was gonna get!
 
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Tmac

Tmac

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Loss porn for da boys. This was today.

Screenshot 2024-11-22 at 12.02.48 AM.png
 
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