I don’t think google’s rally h

700
8
Favorite

MHh
11-20

I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally.

I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally.

Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.

# Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

700

Report

Comment（8）

Top
Latest

Astrid Stephen
·11-22
TOP
Totally agree! Fed cuts + GOOG’s momentum = no peak yet,smart to hold!
Reply
1
Report
Fold Replies
- MHh:
  thank your [Smile]
  11-22
  Reply
  Report
Athena Spenser
·11-22
TOP
Love your take! Retail dip-buying + NVDA’s dominance will fuel the rally!
Reply
1
Report
Fold Replies
- MHh:
  [Happy][Miser][Miser][Miser]
  11-22
  Reply
  Report
Enid Bertha
·11-24
Go Long and be rewarded. With the Legendary Buffett, and the Oligarch Pichai, now is looking like the best time to place a bet on Alphabet Inc. Be patient, in the meantime collect dividends and get rich slowly. Be smart here, don't overthink it, this is a safe play that is being backed up by really big money.

Reply
Like
Report
Venus Reade
·11-24
Googles base business is a cash machine AND Gemini Ai just leapfrogged ChatGBT AND Waymo self driving cars are clear first mover and way ahead of Tesla…..Tesla multiple way high and Google low given upside IMO. GL to longs.
Reply
Like
Report
闪电侠08
·11-21
o o k k k
Reply
1
Report
Fold Replies
- MHh:
  [Miser]
  11-22
  Reply
  Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":502253652722368,"tweetId":"502253652722368","gmtCreate":1763639272180,"gmtModify":1763715302242,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"authorIdStr":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":847,"starInvestorFlag":false},"themes":[{"themeId":"efc85082b5f4468f84d245e7f69c57fa","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":efc85082b5f4468f84d245e7f69c57fa}&rnconfig={\"headerBarHidden\": true}","description":"Google lost 1% as Nvidia rebounded on Wednesday.\nWith 68% gain YTD, is Alphabet's rally done this year?\nWould you take some profit or keep holding for its AI flywheel?","image":"https://community-static.tradeup.com/news/3a4f68606d51766c4072444f326338ad"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally. \n \n \n \nI think there is a good chance of S&amp;P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally. \n \n \n \nNvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.</body></html>","htmlText":"<html><head></head><body>I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally. \n \n \n \nI think there is a good chance of S&amp;P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally. \n \n \n \nNvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.</body></html>","text":"I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally. I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally. Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.","highlighted":1,"essential":1,"paper":1,"likeSize":700,"commentSize":8,"repostSize":20,"favoriteSize":0,"link":"https://ttm.financial/post/502253652722368","repostId":0,"isVote":1,"tweetType":1,"viewCount":1951,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":774,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":502929322324296,"commentId":"502929322324296","gmtCreate":1763805057989,"gmtModify":1763805062866,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011024","authorId":10000000000011024,"name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Totally agree! Fed cuts + GOOG’s momentum = no peak yet,smart to hold!","text":"Totally agree! Fed cuts + GOOG’s momentum = no peak yet,smart to hold!","html":"Totally agree! Fed cuts + GOOG’s momentum = no peak yet,smart to hold!","likeSize":1,"commentSize":1,"subComments":[{"id":503045639189184,"commentId":"503045639189184","gmtCreate":1763822384409,"gmtModify":1763822389168,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":502929322324296,"supIdStr":"502929322324296","prevId":0,"prevIdStr":"0","content":"thank your [Smile]","text":"thank your [Smile]","html":"thank your [Smile]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":502930018693896,"commentId":"502930018693896","gmtCreate":1763805068530,"gmtModify":1763805073431,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Love your take! Retail dip-buying + NVDA’s dominance will fuel the rally!\n ","text":"Love your take! Retail dip-buying + NVDA’s dominance will fuel the rally!\n ","html":"Love your take! Retail dip-buying + NVDA’s dominance will fuel the rally!\n ","likeSize":1,"commentSize":1,"subComments":[{"id":503045287486008,"commentId":"503045287486008","gmtCreate":1763822390390,"gmtModify":1763822394712,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":502930018693896,"supIdStr":"502930018693896","prevId":0,"prevIdStr":"0","content":"[Happy][Miser][Miser][Miser]","text":"[Happy][Miser][Miser][Miser]","html":"[Happy][Miser][Miser][Miser]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":503588873093896,"commentId":"503588873093896","gmtCreate":1763965921664,"gmtModify":1763965926407,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Go Long and be rewarded. With the Legendary Buffett, and the Oligarch Pichai, now is looking like the best time to place a bet on Alphabet Inc. Be patient, in the meantime collect dividends and get rich slowly. Be smart here, don't overthink it, this is a safe play that is being backed up by really big money.\n ","text":"Go Long and be rewarded. With the Legendary Buffett, and the Oligarch Pichai, now is looking like the best time to place a bet on Alphabet Inc. Be patient, in the meantime collect dividends and get rich slowly. Be smart here, don't overthink it, this is a safe play that is being backed up by really big money.\n ","html":"Go Long and be rewarded. With the Legendary Buffett, and the Oligarch Pichai, now is looking like the best time to place a bet on Alphabet Inc. Be patient, in the meantime collect dividends and get rich slowly. Be smart here, don't overthink it, this is a safe play that is being backed up by really big money.\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503562820624712,"commentId":"503562820624712","gmtCreate":1763959720658,"gmtModify":1763961460296,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010991","authorId":10000000000010992,"name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Googles base business is a cash machine AND Gemini Ai just leapfrogged ChatGBT AND Waymo self driving cars are clear first mover and way ahead of Tesla…..Tesla multiple way high and Google low given upside IMO. GL to longs.","text":"Googles base business is a cash machine AND Gemini Ai just leapfrogged ChatGBT AND Waymo self driving cars are clear first mover and way ahead of Tesla…..Tesla multiple way high and Google low given upside IMO. GL to longs.","html":"Googles base business is a cash machine AND Gemini Ai just leapfrogged ChatGBT AND Waymo self driving cars are clear first mover and way ahead of Tesla…..Tesla multiple way high and Google low given upside IMO. GL to longs.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":502629762212152,"commentId":"502629762212152","gmtCreate":1763720932851,"gmtModify":1763720937628,"authorId":3557814871166009,"author":{"id":3557814871166009,"idStr":"3557814871166009","authorId":3557814871166009,"name":"闪电侠08","avatar":"https://static.tigerbbs.com/f6450511f68919f0aaec67826ad592dd","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"o o k k k","text":"o o k k k","html":"o o k k k","likeSize":1,"commentSize":1,"subComments":[{"id":503045209100904,"commentId":"503045209100904","gmtCreate":1763822363318,"gmtModify":1763822367366,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":502253652722368,"objectIdStr":"502253652722368","type":1,"supId":502629762212152,"supIdStr":"502629762212152","prevId":0,"prevIdStr":"0","content":"[Miser]","text":"[Miser]","html":"[Miser]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}