If You Could Only Pick One Tech Giant — Which Would It Be?

Alphabet dropped 30% from its peak this year — but has since rebounded nearly 20% over the past month. Some savvy investors didn’t just hold on — they capitalized on the dip, especially with options.

Here are some highlights from our community:

🎉 Huge congrats to @Blackpirate for locking in $3158 in profits by sell a $Alphabet(GOOGL)$ put.

🎉 Huge congrats to @rainer0707 for securing 447% returns by buying a $Alphabet(GOOG)$ call.

💡 A quick options refresher:

  • Sell Put: Ideal if you're comfortable buying the stock at the strike price or believe it won’t fall below that level.

  • Buy Call: Use leverage to amplify gains when you expect a strong rebound.

Google Search: In Trouble or Golden Dip?

Alphabet’s recent stock dip was driven by:

  • Antitrust risks

  • Heavy AI investment concerns

  • Rising competition

  • Rumors of Apple exploring alternative search engines

In fact, investors reacted sharply after Apple exec Eddy Cue raised concerns over declining Safari search volume — a first in 20 years. He also hinted at AI-powered search features in future Safari updates. The result? Alphabet stock plunged nearly 10% in a day.

There’s no doubt that AI is the biggest threat to Google’s core search business. ChatGPT’s user base has doubled in just a few months, highlighting this shift.

But here’s the bullish case:

Despite these headwinds, Alphabet is trading at just 19x earnings and a forward P/E of 17.68 — well below the tech sector average and even the S&P 500. For context, its 10-year average P/E is closer to 30x.

In other words, much of the bad news is already priced in.

Among the Magnificent Seven, Alphabet stands out as one of the most reasonably valued names — especially considering its position in the AI race.

Google Search is still one of the largest data repositories in the world. Its vertically integrated AI infrastructure gives it a unique edge — and the company is doubling down on investments to retain its leadership.

So, when it comes to the Magnificent Seven…

👉 What’s your top pick?
👉 When tech stocks dip — do you sell, or double down?

🧭 Share positions:

# Winning Trades

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment8

  • Top
  • Latest
  • ECLC
    ·2025-05-23
    TOP
    Could only pick one tech giant - Google as most used daily.
    Reply
    Report
  • highhand
    ·2025-05-23
    TOP
    I will choose Amazon. They have many businesses like AWS, e commerce, logistics, streaming, etc.. quite diverse and is still growing. grows faster than apple and Microsoft. maintaining or growing market share as compared to Google fears. lower PE than Tesla. less concentrated on products than NVDA.
    Reply
    Report
    Fold Replies
    • highhandReplying toVivianLau
      Meta comes 2nd behind Amzn. but currently closer to fair value. its a cash generating machine too
      2025-05-23
      Reply
      Report
    • VivianLau
      How about Meta?[Sly]
      2025-05-23
      Reply
      Report
  • ADguynight
    ·2025-05-22
    Google owned YouTube’s ad business is almost the same size as Netflix. Google will head to $200
    Reply
    Report
  • PaulSam
    ·2025-05-22
    Someone just bought $10,800,000 worth of $GOOGL 185 calls
    I see you Pelsoi[Cool]
    Reply
    Report
  • VivianLau
    ·2025-05-22
    If 167 holds then no resistance till 182
    Have googl from 148
    But seems options earn much more than stocks… Still learning[Miser]
    Reply
    Report
  • Sloth16
    ·2025-05-23

    Great article, would you like to share it?

    Reply
    Report