good investment or not ? What do YOU think ?

After last weeks earnings, I expanded my position of Alphabet just yesterday. And some Amazon with the face of tariffs to keep myself prepared for the upcoming earnings this week. What are other stocks you are watching that I can take into account?

Personally I am looking out to further DCA-buy the VUSA and VHYL as the price has dropped fairly. But I am still considering if we are going down after the 90 pause on tariffs or whether this was the bottom and we expect rise. In both cases I am doing a DCA strategy on the VUS and VHYL, but still have some cash on the side to purchase stocks.

Please share some of your thoughts on the stocks on your watchlist.

I just posted a new video where I walk through a full GOOGL (Alphabet) $GOOGL (-0,19 %)
$GOOG (-0,02 %) stock analysis for 2025, using Fastgraphs to dive deep into their fundamentals, valuation, and future growth projections.

🔍 Key Takeaways:

• 10Y earnings growth at 20%+
• Current P/E around 20x — historically lower than their average 25–30x
• Analysts estimate 9–14% EPS growth going forward
• Fair value suggests a potential return of 14–19% annually
• Financial strength remains rock-solid (AA-rated, debt <7%)
• Newly initiated dividend, with plenty of free cash flow to back it up
• Q1 2025 earnings: +12% YoY revenue growth and +46% net income

📈 Alphabet looks fairly valued — maybe even undervalued — considering its cash generation, innovation, and now its dividend policy.

If you're a long-term investor or interested in high-quality compounders, it could be worth a closer look.

I'd love to hear your thoughts:

➡️ Are you buying, holding, or avoiding GOOGL right now?

Feel free to check out the full video here:

https://youtu.be/lDaJxe3D0Mw

I continue to buy the dip in 5 out of the Mag7 companies. They are called magnificent for a reason, I went into depth into every company in my earlier post about the Mag7 and expanded on the thought that this selloff could be a huge opportunity to start building up a stake in these highly profitable businesses.

Amazon for example isn’t the online book store Jeff Bezos invented in his garage anymore, no, it is so much more now. While e-commerce still accounts for the lion’s share of the company’s enormous revenue, similar to $GOOGL (-0,19 %) Amazon is expanding in other areas.

AWS is the cloud leader and dominates this sector ahead of its two main competitors $MSFT (+1 %) and $GOOGL (-0,19 %) . Other promising ventures are Prime Video, which disappointed over years in terms of lacking behind $NFLX (+0,32 %) , but it has the potential and the resources to close the respective gap between these two streaming providers.

And then there is the massive opportunity, nobody seems to talk about: Amazon entering the healthcare space. Similar to what $HIMS (+17,74 %) tries to achieve but on a much bigger scale, since Amazon has the resources and platforms to advertise and roll this out effectively.

Amazon is currently trading at a forward P/E ratio of around 30 (similar to $MSFT (+1 %) ), and it should be noted that until the recent selloff Amazon’s stock has always traded correspondingly to its EPS growth. So, while it isn’t necessarily a bargain like $GOOGL (-0,19 %) it‘s a very attractive entry point for this giant that still has much potential ahead.

Similar to $GOOGL (-0,19 %) I see Microsoft as a very insulated company from the current heated trade situation, while yes, heightened fear of recession can cause limited spending by companies, the services Microsoft provides are essential, whether the corporations using its services have a good year or not. And there should also be a bright future ahead, Microsoft is not only led by a management that has proven to be able to grow revenue consistently as well as earnings aggressively, but also has a long runway ahead with its fast growing Cloud business Azure and greater AI implementation into the Office365 suite. Microsoft currently trades at a forward P/E ratio of 30, which puts the company at a fair valuation, considering the unique market position Microsoft currently finds itself in. Or as Warren Buffett likes to put it: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.“

Ideas?

https://www.trading212.com/pt/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9

Yes, no AAPL, MSFT, ASML or TSMC intentionally. NVIDIA, Google and Amazon bolstered by secondary positions in ETPs. Includes potential Chinese leaders as well (some are not available for trade on European brokers unfortunately because there would be more to add). Share your thoughts.

$NVDA (+0,28 %)
$AMZN (-0,29 %)
$GOOGL (-0,19 %)
$AVGO (+0,38 %)
$QCOM (+0,05 %)
$ARM (+0,61 %)
$AMD (+0,36 %)
$BABA (+0,96 %)
$BIDU (-0,82 %)
$TCEHY (-1,38 %)
$PLTR (+0,4 %)
$IONQ
$NVDI
$GOOI
$AMZI
$ASML (-0,45 %)
$MSFT (+1 %)
$AAPL (+0,69 %)
$TSM (+1,12 %)

Google is by far the most attractively valued company within the Mag7, has a massive moat, solid, proven leadership and very promising ventures. Alphabet is a conglomerate that consists of several parts: Google Search (has the biggest revenue share, but still considerable growth of over 10%), YouTube (high growth), Google Cloud, as one of the three dominant cloud platforms (very high growth rates around 30%) and Google Hardware and subscription services that are rather stagnant. $GOOGL is currently trading at a forward P/E ratio of 17, which is incredibly cheap for a cash-producing monster and Internet giant with massive growth potential through high growth businesses like Cloud, autonomous driving and further AI development. The fear of Google Search being completely disrupted by AI models is probably overblown in the first place and even if LLMs will replace traditional search eventually that’s going to be a long continuous process and until then Google’s other ventures should already have pay off and create a considerable share of revenue.