$Alphabet(GOOGL)$ Google is faurly valued now, so no point entering unless you really love the stock. Some people might even say, it's time to sell, especially of you have a lot of stock and reallocate your resources. If not, just hold for now. Don't have to do anything special.
again... here's the ranking from top choice to bottom META - lowest PE, smallest capex, so easier to be profitable AMZN - very strong moat because many businesses into 1 and reasonable PE GOOGL - AI tech getting ahead but not undervalued anymore. MSFT - undervalued but threatened. might be vulnerable. TSLA - hopuim but don't bet against Elon. horrible financials APPL - huh. what you doing? just chilling.
disastrous but I'm calm. not really a trader so not too affected. trades got stop loss, nevermind. main goal is investing so hold the stocks and let them grow
Storage stocks got growth, gold is like chasing something that people ,"fry up". If you play hot potato and you are the last one holding gold .. then you lose
$Alphabet(GOOGL)$ This is a strong stock at the moment. Dark clouds have gone to $Microsoft(MSFT)$ Strong earnings, and because capex 2026 will double, after hours drop 2%. At this level, Google is a hold. There's still a little upside but hard to buy at these valuation when you have shares already.
$Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ is not a comparison. Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years. SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.
it's always an over reaction. how can the whole sector suddenly be killed by AI. then who's winning. now all tech stocks down. it's just manipulation for us to sell our shares. hold tight and watch netflix