Ives Robbins
Ives Robbins
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avatarIves Robbins
2024-11-05
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google's stock price will be weighed down as long as the monopoly case continues and will not be able to gain until the court case is over (and only if Google wins). There is a reason Google is so cheap and amazing earnings didn't make them fly as much as it seems they should. Hedge funds, big investors tend to stay away from companies with significant legal challenges being adjudicated. With robust projections for its core and ancillary businesses and a valuation below peers, GOOG is positioned to deliver attractive returns for growth-focused investors.
avatarIves Robbins
2024-12-23

Google ready to fire up

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google has formed a perfect William o neil pattern with 6 month of consolidation. It broke its all time high recently on high volume and recent down movement gave ample time for bulls to load call. i think it is ready to break out. it is only mega cap that has not broken its july ath. I think 200-210 is possible next week
Google ready to fire up
avatarIves Robbins
2024-12-16
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Still A LOT of potential room to move up going into 2025 based on the trend zone above which has been previous resistance. Bulling GOOG longer term, but a lab research milestone adding ~$300B in market cap? Most folks buying this have no idea what this means. This market is absolutely wild. Do you think this is a loser over the next 6 months? Or do you think it's just getting started?
avatarIves Robbins
01-30 17:43
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google financial performance is clouded ( parden the pun) buy its regulatory uncertainty. advertising from search, a YouTube and Cloud all continue to perform exceedingly well as the company approaches an astounding 400 billion in revenue this year. The stock seems destined for upward mobility in the future. Doesn’t get much better for this. Explosive look, in either direction. Preferably up. 🎯
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I took a solid mid-morning entry on GOOGL after the stock retested the 20-day SMA and the YTD AVWAP at $193.50. It was lining up perfectly with the afternoon highs, so it felt like a good spot to get in. If we can close strong here, it’ll put the trend back in alignment across all time frames, which is exactly what I’m looking for. I’m playing this for a breakout above $200, especially if the broader market plays along. A good close today would set the stage for some nice upside potential. This one feels like it could really go, so I'm keeping an eye on it!
avatarIves Robbins
01-28 11:47
$Meta Platforms, Inc.(META)$ There is no company on the planet poised to monetize AI at the individual and small business level better than Meta over the next decade. Every small business and creator uses the meta platform to advertise and generate leads for their business.Meta recently launched AI agents for just this purpose that users can implement to respond to and nourish leads. As a small business owner fielding hundreds of leads monthly (and a bank of thousands), this service is immediately accretive to my business, something I would happily pay for.Infrastructure to make this service valuable is expensive but 1.) that capacity becomes a moat, and 2.) unlocks enormous TAM for company.As a final note...there is a re
avatarIves Robbins
2024-12-10
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is way ahead in AI race than you think. It has the largest AI computing capacity among cloud providers. What’s even better is that 70% of its capacity comes from its own TPU chips. $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ are completely dependent on $NVIDIA Corp(NVDA)$ . I can’t imagine being bearish GOOG.Image
avatarIves Robbins
2024-12-25
$Meta Platforms, Inc.(META)$ with a beautiful bounce off the 50 DMA. Looking poised for continuation in this range and possibly a retest of ATHs by the end of the week if we see a Santa Rally this week 🎅I have always been bullish on Meta and had been recomending it to be a Buy on every dip. This is an $1000 a stock. The question is: when does it get there?
avatarIves Robbins
2024-11-20
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Look at their market shares in search, browsing, online advertising, etc. Look at their gross margins. Simple question: Are 70%-80% gross margins for a decade plus a sign of a company in a competitive market? If you believe the answer to that is yes, we'll agree to disagree. And I would point out the obvious that GOOG is far from the only company operating with those margins.
avatarIves Robbins
2024-12-05
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ what is the biggest underperforming mega cap lately, But looks like it’s been picking up steam , a beautiful falling wedge pattern here, look for 175.11 to break and hold for calls once it does that I think 180+ incoming. GOOGL Looks pretty good. Lots of upside room remaining. A high quality business at a reasonable price Image
avatarIves Robbins
2024-11-14
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'm a big holder of GOOGL and I don't really understand the valuation investors have put on it. the chat bots haven’t touched search yet. Perhaps they will transition into shopping chat bots, but no one has an advantage over GOOG in that sector currently anyways. Google.com is the goat of shopping search for now, with only ideas mentioned as competitors.
$Meta Platforms, Inc.(META)$ META has the money to do this without hurting the company significantly and Zuck has a great track record of bringing apps to the public successfully.Threads now seems like the next success story.It took many years but Whatsapp is now finally on track to make META lots of money.META cannot be complacent. I think $Apple(AAPL)$ was starting to get in the habit of buying back stock and not doing much R&D and its starting to get them in trouble. Too much reliance on Iphones and not enough new products eventually makes a company staleI think AI is good for META internally and potentially externally for businesses customers. And I think META could event
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL breaking above the December peak is a big deal! 🚀 That confirmation of the next leg higher, potentially targeting the $205.78-$212.47 zone, has me pretty excited. If it pulls back for a dip, I’d seriously consider jumping in. I mean, it’s Google—solid fundamentals, AI dominance, and cloud growth make it a long-term winner in my book. But hey, I get it if some folks want to sit out and wait for more clarity. Markets can be tricky, and not everyone loves chasing breakouts. Personally, though, I’d lean toward buying the dip if it sets up nicely. What about you? Buying or waiting this one out? 🤔
avatarIves Robbins
2024-12-30
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Has been consolidating above 192 the last 4 days which was previous ATH’s. If we can continue to hold 192 we can see a retest of the 197 level. Above 197 and we can revisit ATH’s and see 210. This looks ready to move if the market aligns itself. My quant said GOOGLE, the greatest tech stock, is going to reach a $300k market cap first. That would be an incredible milestone!
avatarIves Robbins
2024-12-26
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ and GOOG are my top 2 picks for the next 5 years. These companies together will control: - More than 50% of the cloud market. - 50% of the digital advertising. - 40% of the TV screen time. Both of them are making their own chips. They will outperform. AMZN and GOOG are both must-have stocks in any long-term investor's portfolio.
avatarIves Robbins
2024-12-02
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Alphabet will surely appeal the decision due next August stringing the final decision out 3-4 years. By that time Alphabets valuation will be at minimum 50% greater and perhaps double as All three segments of Search, YouTube and Cloud continue to grow. Looking for another very strong Q4 when results are reported in January
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL has been solid, and honestly, I don’t see anyone else posing a serious threat either. The bullish vibes are still strong, and I’m definitely on the same page—retesting those all-time highs seems like a real possibility. But yeah, I agree, afterhours might be where the magic happens. The volume and buyer interest that kicks in once the market’s closed could be the spark we need to push it higher. And that target of $202.20? I like it. It’s a solid level to watch. If it can hold strong and push past that, we could see the momentum really start to pick up. Just gotta stay patient and see if the buyers step up when it counts. I’m hopeful too,
avatarIves Robbins
2024-11-08
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I'm a big holder of GOOGL and I don't really understand the valuation investors have put on it. They do have a bit of fat to be trimmed (they should have done it when it was all the rage like $Meta Platforms, Inc.(META)$ and $Salesforce.com(CRM)$ ) but mostly they are a well managed company with great cash flow. As far as the DOJ issues , the company would probably be more valuable broken up so I don't see why that is a hit on it's stock price.
avatarIves Robbins
2024-12-11
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google’s new quantum chip, Willow, solves complex problems in 5 minutes—a task that would take classical computers longer than the universe’s age. This breakthrough addresses a 30-year challenge in quantum computing. As quantum advancements accelerate, how will competitors like $IBM(IBM)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ respond?But seriously, while the valuation might make some folks nervous, Alphabet's moat is wider than the Pacific. When you're crushing 95%+ of companies in profitability metrics, you're doing s
avatarIves Robbins
2024-12-06
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Big believer in Alphabet despite all of the regulatory issues.This revenue behemoth continues to grow revenue at 12-15% despite generating 320 billion.Earnings approaching 100 billion and Cloud and YouTube approaching 100 billion lending to more diversification from search & advertising in the future.Cash position along with continued 70 billion annual buybacks and a newly inserted divided just add more credence.Valuation is comparatively low leading to upward movement of the stock beyond $200

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