Waymo plans to double it's fleet from 1,500 to 3,000 by the end of next year.
YouTube does more viewership time on TV than Netflix.
Google Cloud is growing 30% YoY
Google ads on search continue to grow above 10%
Google meanwhile trades at a 19 PE ratio.
Out of NVDA as of now @152$, I don't mind locking in the gains even though there could be more upside because of this breakout.
It seemed a bargain at 95$ not anymore.
Risk outweighs Reward.
Still in AMD tho.
From this post.
NVDA is up 70%.
AMZN is up 28%
META is up 44-45%
It is easy to not buy when things are in Deep Red and there's negative news all around.[Tariffs, War Bla bla] But by time there's clarity , it's already too late.
Good quality companies always bounce back.
08-April-2025
$AMZN @ 161$ low. [31-Jan-2024 | 6-Aug-2020 Level]
Meanwhile P/OFCF @ 10 year low.
$META @ 490$ With PT of 1000 over next 2-3 Years.
$NVDA @ 90$ down 40%, Major AI play for the next decade.
You know what to do.