Trying to decide on what to do with my Google and Meta positions.

Also need to 2-4 picks, looking for 1-2 longer-term holds and 1-2 higher risk/reward picks.

Tia

This post was edited on 5/11/26 at 5:06 pm

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Posted by bayoubengals88

Member since Sep 2007

24643 posts

Posted on 5/11/26 at 5:41 pm to GREENHEAD22

OUST deserves a shot.
Rev8 is going to kick arse in short order.
2-3x by next summer IMO.

PENG is another potential 5x in 2-3 years. Discovered it at $27 just a couple weeks back. Now mid 40s

2028 NOK calls are a good LEAP to hold.

P is a great stock to own long term.
Less risky. Extremely solid fundamentals.

HIGH risk/HIGH reward: FLY, SWRM, MRLN, VELO

This post was edited on 5/11/26 at 7:01 pm

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Posted by SETH6180

TEXAS

Member since Feb 2020

1159 posts

Posted on 5/11/26 at 5:49 pm to GREENHEAD22

Are Google and meta not looked upon as long term holds?

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Posted by GREENHEAD22

Member since Nov 2009

20844 posts

Posted on 5/11/26 at 5:55 pm to SETH6180

I am up decently on them and I am not sure I am sold on their AI upside potential compared to the field.

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Posted by kaaj24

Dallas

Member since Jan 2010

931 posts

Posted on 5/11/26 at 6:16 pm to GREENHEAD22

I think Google is positioned well for AI.

I look at them like Apple. Didn’t lead in front with AI but have the cash reserves to figure out where the winning trajectory is headed and can catch up quickly

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Posted by TigerFanatic99

South Bend, Indiana

Member since Jan 2007

35916 posts

Posted on 5/11/26 at 6:38 pm to GREENHEAD22

Grab SATS. It'll jump hard after the SpaceX IPO.

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Posted by bayoubengals88

Member since Sep 2007

24643 posts

Posted on 5/11/26 at 6:42 pm to kaaj24

quote:
I look at them like Apple.

This is an enormous insult to Google.
They’ve innovated enormously compared to Apple with Gemini and the Workspace apps, and their capex dwarfs that of AAPL.

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Posted by I Love Bama

Alabama

Member since Nov 2007

38435 posts

Posted on 5/11/26 at 6:54 pm to bayoubengals88

quote:
2028 NOK calls are a good LEAP to hold.

agree

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Posted by SETH6180

TEXAS

Member since Feb 2020

1159 posts

Posted on 5/11/26 at 6:55 pm to bayoubengals88

Ouch, I’m up 827% on my Apple position, 306% on Meta, and 73% on Google. I don’t want to sell any of them because I feel like they’ll still run. Just been doing covered calls for awhile. I’m not sure if this is the best thing but I feel like they’ll only keep going up and are long holds. Am I insane?lol

This post was edited on 5/11/26 at 6:56 pm

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Posted by bayoubengals88

Member since Sep 2007

24643 posts

Posted on 5/12/26 at 6:17 am to SETH6180

Oh for sure, but they are operating like a legacy company currently.
Googling is deploying capital at a historic rate while AAPL looks like it’s preparing to be your grandpa’s favorite dividend play.

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Posted by KWL85

Member since Mar 2023

3768 posts

Posted on 5/12/26 at 9:30 am to GREENHEAD22

Is there a better long term hold than Goog?

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Posted by Double Oh

Louisiana

Member since Sep 2008

24163 posts

Posted on 5/12/26 at 10:06 am to bayoubengals88

quote:
Oh for sure, but they are operating like a legacy company currently.
Googling is deploying capital at a historic rate while AAPL looks like it’s preparing to be your grandpa’s favorite dividend play.

shite let me get your thoughts on NVDA 1-2 years down the road

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Posted by GREENHEAD22

Member since Nov 2009

20844 posts

Posted on 5/12/26 at 2:15 pm to Double Oh

What is the thoughts on Oxy? I am even money on them and thinking I should sell while oil is still up.

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Posted by how333

Member since Dec 2020