Jian Lim @jianswang: "$GOOG has historically been..."

Malaysia

$GOOG (Alphabet) has historically been valued more conservatively compared to peers such as Meta, $NVDA (NVIDIA Corporation) , $MSFT (Microsoft) , $AAPL (Apple) , $AMZN (Amazon.com Inc) , and $TSLA (Tesla Motors, Inc.) , largely due to concerns about a potential slowdown in its advertising business. In my view, however, Google is highly diversified across search, YouTube, cloud, hardware, and AI, which provides resilience beyond advertising alone. Given its attractive valuation, I was comfortable allocating a significant portion of my portfolio to it. Today, that big bet on Google has paid off handsomely. Alphabet shares surged roughly 9% today, after a U.S. federal judge ruled that Google would not be forced to divest its Chrome browser or Android OS. Instead, the decision imposed more moderate remedies, such as requiring data-sharing with competitors and ending exclusive search engine deals, while allowing Google to continue paying partners like Apple for default search placement. This outcome eased antitrust pressures and boosted investor confidence. By retaining control of Chrome and key default placements, Google preserves critical distribution and data advantages—a strategic foundation for its advertising and AI-driven services. This favorable ruling positions Alphabet to leverage its entrenched ecosystem and capitalize forward. Figma , $CRM (Salesforce Inc) and $GTLB (GitLab) are tumbling post-market today, what do you think? Patience is rewarded! And we just have to continue to be patient with our portfolio...🥳