Jeff Gunlach was on CNBC yesterday and he had some good commentary. They usually do a replay of him on the website, worth a look.
This GOOG search thing jammed me hard yesterday as I 've owned it for awhile. Glad I didn't panic sell yesterday but am going to start rotating out of it probably into more QTEC. Google might be able to adapt but it seems like a tide change.
PLTR is a great company but it will take them awhile for them to grow into their astronomical valuation.
The oil situation is interesting. It looks like the Saudis are going to let the price per barrel slip probably to get OPEC cheaters in line. Thats going to hurt the Oil Co's for the short term anyway. It's a trend thats worth watching closely, IMO.
I'm not a guy that shorts...but I will be looking to buy in 6 mo(?) when things look bleak for big oil. I'm going to look at some way out of the money puts.
EDIT- FWIW, I have revised my thinking on GOOG after doing more research. The comment yesterday illustrates how one comment can move markets. The short version, A big mucky muck in Apple said they might move away from Goog search engine as they are seeing the bit player AI stuff take hold. Plus Apple is developing their own AI search which would take away billions to google. That could have just been a negotiating ploy to pay Google less.
Google is super cheap here. A company that has done some pretty incredible stuff and coins money. The assumption at this price is that Google is dead. I just don't see that happening. First, the sum of the parts is worth way more than the stock price. The other assumption is they can't figure out this AI and search stuff which I think is far from the truth- even though their first AI model was DEI heavy. They have always figured it out and have terabytes of data to help them solve it.
if GOOG was at $300 here- I would say stay away, maybe even sell. But at $155, I'm holding as it's probably a $220-$250 stock.
Thanks, i had to get some merch. Ive always liked Saylor cause I'm a bitcoin maxi. But now that I'm living good on msty and my bitcoin in cold storage is gathering dust. I've become a pretty big fan boy of mstr.
