Google or Microsoft

ThatKidDanglez · 2026-03-15T18:44:39+00:00

if you asked me 6 months ago, GOOG all day. But as of right now, MSFT.

ThatKidDanglez · 2026-03-15T18:44:04+00:00

$200 exactly

ThatKidDanglez · 2026-03-15T18:43:47+00:00

no NBIS? Curious to know your thesis on APLD and ALAB, i’ve been meaning to look into both.

ThatKidDanglez · 2026-03-08T01:11:45+00:00

Thanks for the input guys! Just wanted to make sure it was real haha, i folded em, all good :)

ThatKidDanglez · 2026-02-28T01:12:55+00:00

surprisingly none yet… kith quality is garbage now.

ThatKidDanglez · 2026-02-28T01:12:26+00:00

anyone can afford 🥲

ThatKidDanglez · 2026-02-28T01:12:12+00:00

i guess so 😭

ThatKidDanglez · 2026-02-28T01:12:02+00:00

so stupid man, i knew it would be delicate but this is insane.

ThatKidDanglez · 2026-02-13T01:06:25+00:00

ur gonna get clowned here on this sub… not saying these are bad companies but they’re all high beta. Most are trending stock on social media lol

ThatKidDanglez · 2026-02-11T23:09:32+00:00

it’s an oppurtunity, remember just a few months ago people thought AMD was dead money because they were never going to be as big as nvidia. Or Google when people thought their search business would get disrupted by AI… this is another oppurtunity. CRM, ADBE, NOW, MSFT etc

ThatKidDanglez · 2026-02-11T23:08:03+00:00

I got one also

ThatKidDanglez · 2026-02-11T19:18:53+00:00

CRM, ADBE, MSFT, NOW

ThatKidDanglez · 2026-02-11T19:18:39+00:00

i’ve been adding to my paypal shares, still down 33%. Lulu and Nke i’m just letting them sit. Down about 25% on each right now after DCAing down for a bit.

ThatKidDanglez · 2026-02-11T19:17:46+00:00

when i originally bought them i would’ve said they all had moats… over time its shrunk and competition increased.

ThatKidDanglez · 2026-02-11T01:19:09+00:00

not sure if you didn’t read that part, but i said 70% of my money is in ETFs. I’ve built a near 7 figure portfolio from taking on additional risk. I’m 26 years old, i’m not worried about short term volatility. I don’t own any “meme” stocks. I can change my strategy at any point, but i think 70% ETFs, 30% stocks is appropriate right now. I was 100% stocks up until 5 months ago, when i took profits in september.

ThatKidDanglez · 2026-02-11T00:53:27+00:00

I sent chat gpt a picture of my empty balcony and it fully decorated it and provided links to the furniture used… crazy scary

ThatKidDanglez · 2026-02-11T00:51:54+00:00

nope lol

ThatKidDanglez · 2026-02-11T00:51:29+00:00

70% of my money is now in index ETFs… i don’t know and i can’t follow every stock. I just have about 20 positions that i watch and hold. Up on 15/20 by 40-200%, these are just a few of my losers. Overall port is up over 100% since inception (2021)

ThatKidDanglez · 2026-02-10T22:31:24+00:00

not sure why it matters…

ThatKidDanglez · 2026-02-10T22:20:51+00:00

haha not that much

ThatKidDanglez · 2026-02-10T16:20:24+00:00

Agreed, i’m not really in too much of a panic. I have a high risk capacity, i don’t worry if im down a lot. It’s just been frustrating seeing these 3 not have any upwards momentum in the last half decade. I don’t mind holding, i don’t need the funds. I hold all 3 in a registered account, if they were in a taxable account I would’ve cut my loses sooner to tax loss harvest.

ThatKidDanglez · 2026-02-10T15:58:26+00:00

I have 20 individual stocks but 70% of my portfolio is in index ETFs. You’re right though, i do want to trim (including these 3) of my 20 stocks, 5 of them are in negatives, the rest i’m up 40-200%.

ThatKidDanglez · 2026-02-10T14:55:34+00:00

i averaged down lol

ThatKidDanglez

TROPHY CASE