2D·

All Google or what?

From my side, congratulations to the shareholders of $GOOGL (+0,59%) / $GOOG (+0,47%) I am happy for you. And I have to admit this quite transparently: I was wrong.


I never thought that they could get away with the search engine monopoly - which they have - without any real penalties. That really is a huge relief. It was predictable that the EU would once again act in a completely haphazard manner. The EU is the king of lions when it comes to bullying its own citizens, but when the big trading partners put their foot down, it's just the lion from the Wizard of Oz looking for his courage.


So all in all, it's just a slap on the wrist and quite rightly leads to a huge rise in the share price - which I unfortunately missed. At the moment, only the so-called "ad tech lawsuit" is still open, but the stars are aligned at the moment. At the moment, the USA does not seem to be making any great efforts to regulate its own economy. Good news perhaps for shareholders in other companies against which DOJ proceedings are currently underway - but certainly for the tech industry.


I do not expect any major setbacks for Alphabet in the short term, but at the moment I am actually so bullish that I would even seriously consider opening an initial position here if the market dips.

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17 Comentários

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Thank you. I think Microsoft has some catching up to do.
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@Tenbagger2024 Really? Why is that? Of course I'd be happy, it's my second-largest position, but it's actually been going really well over the last few months.
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@Tenbagger2024 I agree, I'm really wavering at the moment as to whether I should go in...
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@Soprano
Have held both in my portfolio since 2023. Since then, Alphabet and Microsoft have been running in parallel and one follows the other. And Microsoft is currently quite far behind.
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@Tenbagger2024 Oh right, you had your twin theory
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Meanwhile 23% of my Depto, so you can feel the one or other price increase
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Alphabet now or what😂? If you shopped during our discussions. Then I'd be richer on Amazon and you on Google.
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@topicswithhead Jo is really convinced for the first time. I still think that they've really shot the most bucks of the tech companies in the past. But at the moment I'm really quite positive about Waymo, Chipdesign and Cloud in particular, and now that the risk of a split-up is as good as gone, I wouldn't demand such a big discount on the share price either

It'll probably be the same with ASML and they'll somehow announce a takeover or a big deal like they did with Broadcom and then I'll make a congratulations post to ASML xD
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But the current decision came from the doj, didn't it? The fact that the EU is too lax is another matter.
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@Aequitas Yes, these are two different processes
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Merci. 😊👍🏼
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Thank you, best investment ever :-)
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All these legal battles often end much more favorably than you think, would simply use the future dips to buy more, there is always some envious whining from the suing losers, everything is usually shot down.
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Never bet against the bank 😉
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@no_risk_no_fun_11 Who is supposed to be the bank here
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@no_risk_no_fun_11 Why is the state not the bank?
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