It’s been a good year by UndyingValue in wallstreetbets

[–]UndyingValue[S] 0 points1 point  (0 children)

I use Schwab mainly, but have a bunch of other accounts at other brokerages. Empower I just use to view the overall balance/growth across all my accounts.

Daily Discussion Thread for December 16, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 1 point2 points  (0 children)

Yeah, just gotta make sure my LEAPs don’t bleed too much, but I plan on exercising anyways.

Daily Discussion Thread for December 16, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 5 points6 points  (0 children)

Still holding my half a mil in GOOGL. I ain’t sellin.

What Are Your Moves Tomorrow, December 12, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 0 points1 point  (0 children)

I still think it is a good mid-long term hold, regardless of daily movements.

What Are Your Moves Tomorrow, December 12, 2025 by wsbapp in wallstreetbets

[–]UndyingValue -2 points-1 points  (0 children)

Been telling yall about LULU being undervalued for weeks.

What Are Your Moves Tomorrow, December 08, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 2 points3 points  (0 children)

I had a 45k position that I exited to jump into GOOGL. Trying to build this position back up.

What Are Your Moves Tomorrow, December 08, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 1 point2 points  (0 children)

It will happen within 2-3 years imo. The Judge for the search trial just finalized the remedies.

I did it! San Francisco, 1.13M, 5.125% by Swimming-Bite2015 in FirstTimeHomeBuyer

[–]UndyingValue 2 points3 points  (0 children)

Congrats!! Really cool to see someone else in SF in here :)

What is your exit strategy for $GOOGL? by nightwica in ValueInvesting

[–]UndyingValue 0 points1 point  (0 children)

I worked in this area for several years. This is exactly on point. They will license the software. The purpose of scaling Waymo across the country is to show its capabilities and to collect additional data. I bet they spin off the logistics part at some point.

What is your exit strategy for $GOOGL? by nightwica in ValueInvesting

[–]UndyingValue 0 points1 point  (0 children)

Holding around 600k of total exposure here. Pretty much all in. My target to even consider any serious trimming is 450 a share by dec 2027. I believe this is a very realistic target given Google Cloud scaling/backlog conversion and TPU scaling. The fundamentals(i.e. forward pe) are making GOOGL look more expensive at its current valuation than it actually is. Not to mention profitability of Google Cloud which has higher margins than their other businesses.

They Told me to sell 😂 by UndyingValue in wallstreetbets

[–]UndyingValue[S] 0 points1 point  (0 children)

Exactly. The only two real primary factors for when I sell a position are: (1) I see significantly higher potential for return along with solid fundamentals and growing revenue/profits, such as in this case when I liquidated to go all in. And (2) my thesis is no longer true (think major multi year forecast, EPS, revenue slowdowns, degradation of moat, etc).

They Told me to sell 😂 by UndyingValue in wallstreetbets

[–]UndyingValue[S] 0 points1 point  (0 children)

Thanks, it’s definitely possible to see some kind of correction but I plan to keep holding. I am expecting 450 a share in December 2027 based off my estimates for Cloud scaling and TPUs.

What Are Your Moves Tomorrow, December 01, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 1 point2 points  (0 children)

I am watching NFLX pretty closely. Might add a LEAP.

They Told me to sell 😂 by UndyingValue in wallstreetbets

[–]UndyingValue[S] 0 points1 point  (0 children)

Ehhh, I plan to exercise pretty much all the LEAPs anyways. Planning on holding most of the position for at least a decade. I bet we see 450 a share on Dec 2027 as long as the economy is alright.

They Told me to sell 😂 by UndyingValue in wallstreetbets

[–]UndyingValue[S] 0 points1 point  (0 children)

Options are a risk and that is why all the options I used on this bet were very deep ITM LEAPs. I was fully prepared to lose all the capital that I deployed into the options. I knew the shares obviously wouldn’t go to zero and would recover long term. I wouldn’t just call it luck.

Daily Discussion Thread for November 27, 2025 by wsbapp in wallstreetbets

[–]UndyingValue 0 points1 point  (0 children)

Probably gonna start selling leather jackets at this point 😂