It's not really worth mentioning when I sell something, but perhaps it is with this share. A long time ago I had a discussion with some of you, like @Soprano , @Tenbagger2024 or many more, debated about $GOOGL (-1,65%)
$GOOG (-1,51%) and was of the opinion that the share is too cheap.
Although I still see enormous potential in the share, I sold it today. The main reason for this was that a significant part of the profit now comes from the investments in SpaceX and Anthropic and the current valuation no longer seems realistic to me.
Taking these effects out of the equation, Alphabet still has enormous intrinsic value and strong revenue growth, but is burning through massive amounts of capital in operating leverage by expanding its AI infrastructure. In principle, I even welcome these investments, but the dimensions have now reached a level that is no longer justifiable for me on the basis of the current valuation.
To smile in retrospect: I had already reduced Alphabet to a third of the original position and held the rest. ouch.
After all, the sale took place with a profit of around 125%, which at least cushions the whole thing somewhat. I was able to offset the tax burden with the losses at $AFX (-0,32%) which means I come out at almost zero to zero.
(With the taxes)
