Alphabet $3 Trln! Mag 7 Poll: Rank Your Mag 7 Lineup!

Alphabet just hit a historic milestone — its market cap topped $3 trillion for the first time, becoming the 4th company after NVIDIA, Microsoft, and Apple to cross that line. 🚀 Shares spiked 4.7% intraday to $252.7, boosted by excitement around the Gemini app, which just claimed the top spot on the App Store. YTD, the stock is already up over 30%. We want to know your personal Mag 7 lineup. If you had to rank them from 1–7 (favorite → least favorite), how would your list look?

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Tigerong

2025-11-23

Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N

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If you had to rank them from 1–7 (favorite → least favorite), how would your list look?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1757990243144,"userCounts":4,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5fbfba6b3b2643209ea91050eebd8f15}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1758556800000,"rewardEnd":true,"symbols":[],"tweetCounts":67,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Alphabet $3 Trln! Mag 7 Poll: Rank Your Mag 7 Lineup!","tweetAmount":67,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":503218503557760,"gmtCreate":1763864661023,"gmtModify":1763864667439,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107397042933530","idStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","listText":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","text":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503218503557760","isVote":1,"tweetType":1,"viewCount":3710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481349198778592,"gmtCreate":1758550706926,"gmtModify":1758550710457,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"title":"","htmlText":"I do not know 😕???","listText":"I do not know 😕???","text":"I do not know 😕???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481349198778592","isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481312043774568,"gmtCreate":1758542284763,"gmtModify":1758545095667,"author":{"id":"4220510677484872","authorId":"4220510677484872","name":"AKA47","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220510677484872","idStr":"4220510677484872"},"themes":[],"title":"","htmlText":"1. Nvidia 2. Apple 3. Meta 4. Amazon 5. Microsoft&nbsp; 6. Alphabet&nbsp; 7. Tsla","listText":"1. Nvidia 2. Apple 3. Meta 4. Amazon 5. Microsoft&nbsp; 6. Alphabet&nbsp; 7. Tsla","text":"1. Nvidia 2. Apple 3. Meta 4. Amazon 5. Microsoft 6. Alphabet 7. Tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/481312043774568","isVote":1,"tweetType":1,"viewCount":6413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481223264694600,"gmtCreate":1758520302209,"gmtModify":1758638698822,"author":{"id":"4150252468403702","authorId":"4150252468403702","name":"WildLatte","avatar":"https://community-static.tradeup.com/news/56b0555ab88e53ac8e13ec0846c9a416","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4150252468403702","idStr":"4150252468403702"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> Personally, I am exploring options trading specifically PMCC for NVDA, however sometimes it becomes quite stressful trading options. On the other hand, it feels amazing to see a \"set-and-forget\" DCA stock doing so well! what are your thoughts, do you do stocks day trading, DCA, or optoons?&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> Personally, I am exploring options trading specifically PMCC for NVDA, however sometimes it becomes quite stressful trading options. On the other hand, it feels amazing to see a \"set-and-forget\" DCA stock doing so well! what are your thoughts, do you do stocks day trading, DCA, or optoons?&nbsp;","text":"$Alphabet(GOOG)$ Personally, I am exploring options trading specifically PMCC for NVDA, however sometimes it becomes quite stressful trading options. On the other hand, it feels amazing to see a \"set-and-forget\" DCA stock doing so well! what are your thoughts, do you do stocks day trading, DCA, or optoons?","images":[{"img":"https://community-static.tradeup.com/news/994dd01ceec0ff2a6dff37540f893e13","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/481223264694600","isVote":2,"tweetType":1,"viewCount":6433,"authorTweetTopStatus":1,"verified":2,"vote":{"id":4916,"gmtBegin":1758520302207,"gmtEnd":1759125027896,"type":1,"upper":1,"title":"What’s your trading/investing strategy?","choices":[{"id":17115,"sort":1,"name":"Stocks day trading","userSize":1,"voted":false},{"id":17116,"sort":2,"name":"Stocks DCA","userSize":1,"voted":false},{"id":17117,"sort":3,"name":"Options","userSize":0,"voted":false}]},"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010931","idStr":"10000000000010931"},"content":"I wonder what ur target price of Google is.","text":"I wonder what ur target price of Google is.","html":"I wonder what ur target price of Google is."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":480575464849832,"gmtCreate":1758352177107,"gmtModify":1758356345423,"author":{"id":"3554883337622926","authorId":"3554883337622926","name":"Ndus","avatar":"https://static.tigerbbs.com/7a73749b7c39c53b92ecae330a1abe0a","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554883337622926","idStr":"3554883337622926"},"themes":[],"title":"","htmlText":"I will rank them this way, taking into consideration the current stock price and future price appreciation : 1. Alphabet (Google) – Big on AI, YouTube, search, maps 2. Microsoft – Windows, Office, gaming (Xbox), strong AI 3. Nvidia – Major supplier for AI chips powering everything high-tech 4. Apple – iPhones, Macs, global influence, huge brand 5. Amazon – Online shopping, cloud business, everyday use 6. Meta Platforms – Facebook, Instagram, WhatsApp 7. Tesla – Electric cars, renewable energy, but more volatile Take it with a pinch of salt. Just my 2ct worth.","listText":"I will rank them this way, taking into consideration the current stock price and future price appreciation : 1. Alphabet (Google) – Big on AI, YouTube, search, maps 2. Microsoft – Windows, Office, gaming (Xbox), strong AI 3. Nvidia – Major supplier for AI chips powering everything high-tech 4. Apple – iPhones, Macs, global influence, huge brand 5. Amazon – Online shopping, cloud business, everyday use 6. Meta Platforms – Facebook, Instagram, WhatsApp 7. Tesla – Electric cars, renewable energy, but more volatile Take it with a pinch of salt. Just my 2ct worth.","text":"I will rank them this way, taking into consideration the current stock price and future price appreciation : 1. Alphabet (Google) – Big on AI, YouTube, search, maps 2. Microsoft – Windows, Office, gaming (Xbox), strong AI 3. Nvidia – Major supplier for AI chips powering everything high-tech 4. Apple – iPhones, Macs, global influence, huge brand 5. Amazon – Online shopping, cloud business, everyday use 6. Meta Platforms – Facebook, Instagram, WhatsApp 7. Tesla – Electric cars, renewable energy, but more volatile Take it with a pinch of salt. Just my 2ct worth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480575464849832","isVote":1,"tweetType":1,"viewCount":4938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480438333780552,"gmtCreate":1758318490448,"gmtModify":1758318493718,"author":{"id":"4093046928754400","authorId":"4093046928754400","name":"auniversea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093046928754400","idStr":"4093046928754400"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> lets go!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> lets go!","text":"$Apple(AAPL)$ lets go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480438333780552","isVote":1,"tweetType":1,"viewCount":4560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480298572526072,"gmtCreate":1758284537025,"gmtModify":1758284541112,"author":{"id":"3581061044456313","authorId":"3581061044456313","name":"Mando88","avatar":"https://static.tigerbbs.com/f135e12e9726aa04a56e19e7f1991436","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581061044456313","idStr":"3581061044456313"},"themes":[],"title":"","htmlText":"1) GOOG 2) NVIDIA 3) MSFT 4) META 5) AMZN 6) APPLE 7) TSLA","listText":"1) GOOG 2) NVIDIA 3) MSFT 4) META 5) AMZN 6) APPLE 7) TSLA","text":"1) GOOG 2) NVIDIA 3) MSFT 4) META 5) AMZN 6) APPLE 7) TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480298572526072","isVote":1,"tweetType":1,"viewCount":3773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480254338928752,"gmtCreate":1758273563081,"gmtModify":1758273569783,"author":{"id":"4131353869483942","authorId":"4131353869483942","name":"LAKYING","avatar":"https://community-static.tradeup.com/news/7a3531dc8a9318c2bad843228c03b039","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131353869483942","idStr":"4131353869483942"},"themes":[],"title":"","htmlText":"1.) Google 2.) Nvidia&nbsp; 3.) Meta 4.) Apple 5.) Amazon 6.) Microsoft&nbsp; 7.) Tesla&nbsp;","listText":"1.) Google 2.) Nvidia&nbsp; 3.) Meta 4.) Apple 5.) Amazon 6.) Microsoft&nbsp; 7.) Tesla&nbsp;","text":"1.) Google 2.) Nvidia 3.) Meta 4.) Apple 5.) Amazon 6.) Microsoft 7.) Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480254338928752","isVote":1,"tweetType":1,"viewCount":4215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480002977125032,"gmtCreate":1758212538376,"gmtModify":1758212544972,"author":{"id":"4094904442332970","authorId":"4094904442332970","name":"Peppermint 7080","avatar":"https://community-static.tradeup.com/news/a104d7370e487466c24deb575d9e0a9d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094904442332970","idStr":"4094904442332970"},"themes":[],"title":"","htmlText":"1. Nvidia 2. Microsoft 3. Alphabet 4. Amazon 5. Apple 6. Meta 7. Tsla","listText":"1. Nvidia 2. Microsoft 3. Alphabet 4. Amazon 5. Apple 6. Meta 7. Tsla","text":"1. Nvidia 2. Microsoft 3. Alphabet 4. Amazon 5. Apple 6. Meta 7. Tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480002977125032","isVote":1,"tweetType":1,"viewCount":5676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479831821431000,"gmtCreate":1758170410713,"gmtModify":1758183738125,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197851430299452","idStr":"4197851430299452"},"themes":[],"title":"Why Alphabet’s $3 Trillion Milestone Signals a Bright Future","htmlText":"Alphabet has just achieved a historic milestone—its market capitalization has soared past $3 trillion, making it the fourth company after NVIDIA, Microsoft, and Apple to cross that impressive threshold. Shares spiked 4.7% intraday to $252.7, propelled by excitement around the Gemini app claiming the top spot on the App Store. With a year-to-date gain of over 30%, Alphabet is riding a wave of momentum that’s hard to ignore. This topic is thrilling, and I’m incredibly bullish on its future. Here’s why this $3 trillion giant is poised to climb even higher and why it ranks strong among the tech elite. A Milestone That Ignites Unstoppable Growth Hitting $3 trillion isn’t just a vanity metric—it’s a powerful endorsement of Alphabet’s leadership in search, cloud computing, and artificial intellig","listText":"Alphabet has just achieved a historic milestone—its market capitalization has soared past $3 trillion, making it the fourth company after NVIDIA, Microsoft, and Apple to cross that impressive threshold. Shares spiked 4.7% intraday to $252.7, propelled by excitement around the Gemini app claiming the top spot on the App Store. With a year-to-date gain of over 30%, Alphabet is riding a wave of momentum that’s hard to ignore. This topic is thrilling, and I’m incredibly bullish on its future. Here’s why this $3 trillion giant is poised to climb even higher and why it ranks strong among the tech elite. A Milestone That Ignites Unstoppable Growth Hitting $3 trillion isn’t just a vanity metric—it’s a powerful endorsement of Alphabet’s leadership in search, cloud computing, and artificial intellig","text":"Alphabet has just achieved a historic milestone—its market capitalization has soared past $3 trillion, making it the fourth company after NVIDIA, Microsoft, and Apple to cross that impressive threshold. Shares spiked 4.7% intraday to $252.7, propelled by excitement around the Gemini app claiming the top spot on the App Store. With a year-to-date gain of over 30%, Alphabet is riding a wave of momentum that’s hard to ignore. This topic is thrilling, and I’m incredibly bullish on its future. Here’s why this $3 trillion giant is poised to climb even higher and why it ranks strong among the tech elite. A Milestone That Ignites Unstoppable Growth Hitting $3 trillion isn’t just a vanity metric—it’s a powerful endorsement of Alphabet’s leadership in search, cloud computing, and artificial intellig","images":[{"img":"https://community-static.tradeup.com/news/0fa2df5fbf3148e2ce5ce6a2e64fd73f","width":"512","height":"512"},{"img":"https://community-static.tradeup.com/news/da87735a86ec29be1ce852d247a5855c","width":"512","height":"512"},{"img":"https://community-static.tradeup.com/news/5b33233120f6bd421c6ec86d6ff8929c","width":"512","height":"512"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/479831821431000","isVote":1,"tweetType":1,"viewCount":6292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Google has everything that Tesla doesn’t. I’m banking this will be a 10 trillion company in the very near future.","text":"Google has everything that Tesla doesn’t. I’m banking this will be a 10 trillion company in the very near future.","html":"Google has everything that Tesla doesn’t. I’m banking this will be a 10 trillion company in the very near future."},{"author":{"id":"9000000000000575","authorId":"9000000000000575","name":"Gloria112","avatar":"https://static.tigerbbs.com/463ac44a572e4eb47d90bd2ec39e91f0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000575","idStr":"9000000000000575"},"content":"You’ve painted a vivid picture of Alphabet’s potential","text":"You’ve painted a vivid picture of Alphabet’s potential","html":"You’ve painted a vivid picture of Alphabet’s potential"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":479737027977512,"gmtCreate":1758147450305,"gmtModify":1758147454558,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107097862867960","idStr":"4107097862867960"},"themes":[],"title":"","htmlText":"Number one is Navida 2/ Microsoft 3/Apple 4/ Alphabet 5/ Amazon 6/ Meta 7/ Tesla&nbsp;","listText":"Number one is Navida 2/ Microsoft 3/Apple 4/ Alphabet 5/ Amazon 6/ Meta 7/ Tesla&nbsp;","text":"Number one is Navida 2/ Microsoft 3/Apple 4/ Alphabet 5/ Amazon 6/ Meta 7/ Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479737027977512","isVote":1,"tweetType":1,"viewCount":4570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479719446360648,"gmtCreate":1758142980824,"gmtModify":1758142987123,"author":{"id":"3556172425647139","authorId":"3556172425647139","name":"Squidworth","avatar":"https://community-static.tradeup.com/news/e66c5a3aff9bf1ba1c05e9cfb1a76d9c","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3556172425647139","idStr":"3556172425647139"},"themes":[],"title":"","htmlText":"Mag 7 ranking:&nbsp; &lt;br&gt; &nbsp;1. Tesla&nbsp; &lt;br&gt; &nbsp;2. Nvidia &lt;br&gt; &nbsp;3. Microsoft &lt;br&gt; &nbsp;4. Google &lt;br&gt; &nbsp;5. Meta &lt;br&gt; &nbsp;6. Amazon &lt;br&gt; &nbsp;7. Apple","listText":"Mag 7 ranking:&nbsp; &lt;br&gt; &nbsp;1. Tesla&nbsp; &lt;br&gt; &nbsp;2. Nvidia &lt;br&gt; &nbsp;3. Microsoft &lt;br&gt; &nbsp;4. Google &lt;br&gt; &nbsp;5. Meta &lt;br&gt; &nbsp;6. Amazon &lt;br&gt; &nbsp;7. Apple","text":"Mag 7 ranking: 1. Tesla 2. Nvidia 3. Microsoft 4. Google 5. Meta 6. Amazon 7. Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/479719446360648","isVote":1,"tweetType":1,"viewCount":4263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479670566814344,"gmtCreate":1758131217135,"gmtModify":1758145721015,"author":{"id":"4219566623551142","authorId":"4219566623551142","name":"Terkar","avatar":"https://community-static.tradeup.com/news/a752de48b810fae998c446e6fff4e02e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219566623551142","idStr":"4219566623551142"},"themes":[],"title":"","htmlText":"Never goes wrong with Mag 7!","listText":"Never goes wrong with Mag 7!","text":"Never goes wrong with Mag 7!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479670566814344","isVote":1,"tweetType":1,"viewCount":4289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479653484131104,"gmtCreate":1758127078904,"gmtModify":1758127083169,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"7. Tesla (TSLA)** Why last: Still innovative, but narrative is under pressure. EV growth slowing, autonomy not here yet. Tailwinds: Energy business, AI/D1 chip for FSD. Risk: Valuation still rich for slowing growth, competition from BYD, legacy autos, China tensions.","listText":"7. Tesla (TSLA)** Why last: Still innovative, but narrative is under pressure. EV growth slowing, autonomy not here yet. Tailwinds: Energy business, AI/D1 chip for FSD. Risk: Valuation still rich for slowing growth, competition from BYD, legacy autos, China tensions.","text":"7. Tesla (TSLA)** Why last: Still innovative, but narrative is under pressure. EV growth slowing, autonomy not here yet. Tailwinds: Energy business, AI/D1 chip for FSD. Risk: Valuation still rich for slowing growth, competition from BYD, legacy autos, China tensions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479653484131104","isVote":1,"tweetType":1,"viewCount":5264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479637516837232,"gmtCreate":1758127062380,"gmtModify":1758127411250,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"6. Meta (META)** Why: Ad business recovered, and AI is being implemented well (Reels, Llama). Tailwinds: Ads, Instagram/WhatsApp monetization, LLMs. Risk: Metaverse is still a slow burn, and social media shifts fast.","listText":"6. Meta (META)** Why: Ad business recovered, and AI is being implemented well (Reels, Llama). Tailwinds: Ads, Instagram/WhatsApp monetization, LLMs. Risk: Metaverse is still a slow burn, and social media shifts fast.","text":"6. Meta (META)** Why: Ad business recovered, and AI is being implemented well (Reels, Llama). Tailwinds: Ads, Instagram/WhatsApp monetization, LLMs. Risk: Metaverse is still a slow burn, and social media shifts fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479637516837232","isVote":1,"tweetType":1,"viewCount":4061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479635669606944,"gmtCreate":1758127048421,"gmtModify":1758127053180,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"5. Alphabet (GOOGL)** Why: Dominant in search and ads, but playing catch-up in AI compared to MSFT/OpenAI. Tailwinds: Deep R&amp;D bench, YouTube, Android, Gemini starting to gain traction. Risk: Search cannibalization via AI, regulatory pressure.","listText":"5. Alphabet (GOOGL)** Why: Dominant in search and ads, but playing catch-up in AI compared to MSFT/OpenAI. Tailwinds: Deep R&amp;D bench, YouTube, Android, Gemini starting to gain traction. Risk: Search cannibalization via AI, regulatory pressure.","text":"5. Alphabet (GOOGL)** Why: Dominant in search and ads, but playing catch-up in AI compared to MSFT/OpenAI. Tailwinds: Deep R&D bench, YouTube, Android, Gemini starting to gain traction. Risk: Search cannibalization via AI, regulatory pressure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479635669606944","isVote":1,"tweetType":1,"viewCount":4427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479654167531520,"gmtCreate":1758127034398,"gmtModify":1758127412728,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"4. Amazon (AMZN) Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs. Tailwinds: AI models on AWS, logistics strength, Prime ecosystem. Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.","listText":"4. Amazon (AMZN) Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs. Tailwinds: AI models on AWS, logistics strength, Prime ecosystem. Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.","text":"4. Amazon (AMZN) Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs. Tailwinds: AI models on AWS, logistics strength, Prime ecosystem. Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479654167531520","isVote":1,"tweetType":1,"viewCount":4241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479654102569072,"gmtCreate":1758127021001,"gmtModify":1758127413936,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"🥉 3. Apple (AAPL) Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize. Tailwinds: Services growth, AI integration in iOS, huge base loyalty. Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.","listText":"🥉 3. Apple (AAPL) Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize. Tailwinds: Services growth, AI integration in iOS, huge base loyalty. Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.","text":"🥉 3. Apple (AAPL) Why #3: Cash cow, premium ecosystem, and long-awaited AI pivot starting to materialize. Tailwinds: Services growth, AI integration in iOS, huge base loyalty. Risk: Innovation cycle feels slower; Vision Pro isn't mass market yet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479654102569072","isVote":1,"tweetType":1,"viewCount":3980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479635498521120,"gmtCreate":1758127006652,"gmtModify":1758127011543,"author":{"id":"4098098188330620","authorId":"4098098188330620","name":"MojoStellar","avatar":"https://static.tigerbbs.com/9e757a91c3f486e5fb2bd8b91f998420","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4098098188330620","idStr":"4098098188330620"},"themes":[],"title":"","htmlText":"🥈 2. Microsoft (MSFT) Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS. Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in. Risk: Antitrust and staying “cool” with devs vs. Google/AWS.","listText":"🥈 2. Microsoft (MSFT) Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS. Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in. Risk: Antitrust and staying “cool” with devs vs. Google/AWS.","text":"🥈 2. Microsoft (MSFT) Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS. Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in. Risk: Antitrust and staying “cool” with devs vs. Google/AWS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479635498521120","isVote":1,"tweetType":1,"viewCount":3445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":503218503557760,"gmtCreate":1763864661023,"gmtModify":1763864667439,"author":{"id":"4107397042933530","authorId":"4107397042933530","name":"Tigerong","avatar":"https://community-static.tradeup.com/news/4bee085a6642c99da1d2e687f2b23a00","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107397042933530","idStr":"4107397042933530"},"themes":[],"title":"","htmlText":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","listText":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","text":"Alphabet’s P/E is lower now than it was in 2017. But it was even cheaper in 2022, when U.S. tech stocks tanked. Back then, it traded at just 17x earnings—lower than today. And Buffett didn’t bite. So again, I don’t think this was him. The investment managers are ramping up their influence as Buffett steps back. My fair price estimate for Alphabet was $163 to $209. So Berkshire’s entry was sensible. But at $276 today? Definitely not. There were plenty of chances to buy Alphabet earlier this year when it spent considerable time below $200—and even dropped as low as $146.75.this might explain why Berkshire’s been selling for so long—it could be part of the succession plan. Freeing up capital for the investment managers to deploy. Finally So my guess? This Alphabet buy came from one of them. N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503218503557760","isVote":1,"tweetType":1,"viewCount":3710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}