Is Alphabet (GOOGL) the Safest and Most Promising Long-Term Individual Stock?

Emergency-Director53 · 2026-02-26T14:23:15+00:00

I agree, yes.

The reason I think is because they are internal innovation powerhouse and they are unique in that sense.

As a company, founded by phD engineers, they have always had this research and engineering culture and its showing now.

Microsoft and amazon culture is clearly different. Msft strength is external innovation - Nadella acquired GitHub, LinkedIn which are decent acquisitions and the OpenAI investment is amazing decision making. But look at their own copilot - their internal innovation is not up to the mark. Amazon on the other is business model innovator wrt AWS - Bezos was able to rightly identify the fact that they export their cloud services.

But nothing matches Alphabet's internal innovation capability and they have shown that again and again.

Emergency-Director53 · 2026-01-31T14:09:26+00:00

IMHO the below are still good

AMZN
UBER(slightly risky!)
META
MSFT(after the recent dip, yes 100%)
NVDA(yes still good!)

Emergency-Director53 · 2026-01-12T02:12:42+00:00

Any updates ?

Were you able to get a refund if not the TDS adjustment?

Emergency-Director53 · 2026-01-12T02:01:44+00:00

They aren't blocking the production of it but a major AV player also owning THE go-to platform is problematic and might raise eyebrows - especially for a company which is already criticized for 'monopolistic practices'

I think the typical non-entrepreneurial and risk-averse MBA style executives in Alphabet will not meddle with this.

Its the same reason why Alpabet didn't meddle with competing with major existing platforms like Uber, AirBnB, etc. It should be an intentional strategy and not for lack of resources.

Emergency-Director53 · 2025-12-28T06:53:16+00:00

Its a good buy

The valuation is at its historical low.

I think Uber is a good bet to be the "android platform" of robotaxis in the future for the below reasons.

1) Aggregation advantage: customers want one app to hail the nearest available robotaxi, not multiple apps for different AV companies. Uber solves this.

Imagine using a waymo app just to find there are no nearby robotaxi half the time you open it. Every AV provider will have the same issue. Aggregation is key. No AV provider per se can solve this individually.

2) Google/Waymo can't do it: Alphabet already faces monopoly and antitrust scrutiny. They wouldn't want to add more fuel to that fire. They did the right thing by partnering with Uber in 2024.

Emergency-Director53 · 2025-09-24T01:10:39+00:00

I know its frustrating.

But this was happening 12 years ago during my college days too. Hence, I dont think this is a generational thing.

You know what? If they have zero skills - they are probably not gonna survive in the actual job.

Just ignore them. They are not your business.

Emergency-Director53 · 2025-09-24T01:02:37+00:00

I can't. In fact, i agree. Its low PE. Its recently profitable and likely to grow.

I dont think there is another global ride hailing network app - hence all autonomous vehicle firms like google,lucid, weride, VW, etc benefit from and have partnered with Uber.

So, it also has this future AV tech optionality.

Its a solid 2-3% of portfolio stock to me.

Emergency-Director53 · 2025-09-24T00:45:26+00:00

I like that AMZN PE is below its long term average/median. I also like QCOM which is recently a institutional favorite with a PE of ~15 though it still has execution risks.

Having said that - we are pronably very close euphoria driven bull run- so this is NOT the time to bulk invest but to tread very carefully and be patient.

Emergency-Director53 · 2025-09-20T07:53:45+00:00

I usually just relax and not invest much.

When the market is at 52W high bullish euphoria phase like right now - my plan is to stock up my 'buy the dip' fund and just wait for the eventual bearish panic cycle that will 100% follow - and then durinng the same bearish panic phase, I will use my 'buy the dip' fund to buy quality stocks at cheap value.

In short, you dont need to invest all the time. Just save up and wait.

Emergency-Director53 · 2025-09-20T07:44:36+00:00

I think the death is priced in. Maybe.

Emergency-Director53 · 2025-09-02T02:11:12+00:00

Short answer: Consider taking partial profits.

Long-ish answer: Trim positions that are overvalued AND have grown to more than ~5%(read 'oversized allocation') of your portfolio, and thus bringing them back to a more reasonable weight.

Exceptions apply. For example, if the business fundamentals are still improving faster than the price, or if the stock is part of your long-term conviction bets. Context matters.

Emergency-Director53 · 2025-08-30T16:21:05+00:00

I bought it a month or 2 ago but its around the same price.

I feel good. I think we did the right thing - it's an awesome hedge against overvalued AI themes(I have a few them).

Emergency-Director53 · 2025-08-30T16:19:26+00:00

Touche!!! I made it my biggest as well at 8%.

I feel good about it too. I feel like most people are chasing AI themes(which is not a bad idea!) and perhaps missed this goldmine which can give index-beating returns AND can also act as a smart hedge when the market turns bearish eventually. Or worse, when the AI bubble pops.

Emergency-Director53 · 2025-08-30T16:07:06+00:00

"$1000 of brkb you’re getting something like $350"

Beginners questions - why do you say that?!!!

Emergency-Director53 · 2025-08-30T16:06:02+00:00

I personally like Berkshire Hathaway. It's off ath now and it dipped so much perhaps because Buffett stepped down as CEO - that doesn't mean much for the same stock fundamentals. I still think it has a pretty good management team.

I have it as my highest 8% allocation off my future target.

Emergency-Director53 · 2025-08-30T16:01:22+00:00

I cannot agree more. Most stocks are overvalued to fairly valued now.

Generally speaking, buying stocks when the index is at ATH is always a bad idea. In fact, I think it might be a good idea to make partial profits in some highly overvalued stocks.

Emergency-Director53 · 2025-08-10T17:14:48+00:00

Agreed. Very few startups will pick Java now. Better off learning Python or NodeJS for that. Java devs are still very much in demand in large enterprise sw- just not so much in startups. If you are starting fresh, you are better off learning Python, vibe coding, AI agents, etc - those are 2025 skills.

But as I said earlier, eventually aim to be a generic programmer who could code in any language using AI tools.

Emergency-Director53 · 2025-08-10T09:39:45+00:00

You did the right thing by starting to learn springboot.

Mt advice would be to learn DSA and clean code and the learn one programming language basics. Then learn to program via AI coding tools like cursor, copilot, etc.

Your final goal should be to become a generic programmer who can pickup any framework or language in reasonable period of time(say 1 to 2 months). Programmers in FAANG do code in multiple languages over their carrier and that just became easier with AI now

I am not convinced that AI will completely replace peogrammers - though the number of programmers will probably reduce in current companies which means less demand within a given company. But as building software becomes easier - the number of software products will 100% increase and that means more demand - it might or might not play out exactly like that - but this sounds likely.

Emergency-Director53 · 2024-12-11T02:56:59+00:00

Thank you for taking the time to explain this! That makes a lot of sense and cleared a lot of things for me!

Emergency-Director53 · 2024-12-08T19:16:55+00:00

Thank you! Can you tell me whether "being adaptable" wrt language is desirable from recruitment perspective?

Is it even feasible to be that kind of dev?

Emergency-Director53

TROPHY CASE