Opened first ever GOOG position Aug 5. I’m 180.
| ruddy piazza | 11/24/25 | | ruddy piazza | 11/28/25 | | burgundy arousing box office elastic band | 11/28/25 | | shimmering institution persian | 11/28/25 | | judgmental shrine | 11/28/25 | | ruddy piazza | 11/28/25 | | judgmental shrine | 11/28/25 | | ruddy piazza | 11/28/25 | | judgmental shrine | 11/28/25 | | ruddy piazza | 11/28/25 | | soul-stirring ruby hall | 12/02/25 | | ruddy piazza | 12/02/25 | | floppy salmon black woman university | 12/02/25 | | ruddy piazza | 12/02/25 | | floppy salmon black woman university | 12/02/25 | | ruddy piazza | 12/02/25 | | gay razzle-dazzle corner | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | translucent ticket booth | 12/02/25 | | ruddy piazza | 12/02/25 | | ruddy piazza | 12/03/25 | | floppy salmon black woman university | 12/03/25 | | ruddy piazza | 12/03/25 | | Heady school skinny woman | 12/03/25 | | ruddy piazza | 12/03/25 |
Poast new message in this thread
 |
Date: December 2nd, 2025 11:24 AM Author: ruddy piazza
Tend to agree.
I think I’ll let it ride, but drop in a 15% trailing stop. It’s such an erratic space and any day a new model could drop that beats Gemini, but GOOG has so many stable verts and with regulatory scrutiny easing, feels like they are uniquely well positioned go-forward.
It’s now more than my normal cap on individual equities so I’m breaking my own rules, but YOLO amirite?
(http://www.autoadmit.com/thread.php?thread_id=5802113&forum_id=2\u0026mark_id=5310909",#49477123) |
 |
Date: December 2nd, 2025 11:59 AM Author: ruddy piazza
That WSJ article about military bros obsessing over stock and crypto tips does seem like a top of bull market indicator doesn’t it?
Outside of my AI plays I’ve definitely been buttoning down the hatches, both through normal rebalancing and pivoting a bit more to short term treasuries and assets.
Feels like the combo of political instability, record high valuations, tariff machinations, and insanely high debt in the rich world could be setting up something really nasty especially if AI earnings don’t pan out the way the market’s assuming.
(http://www.autoadmit.com/thread.php?thread_id=5802113&forum_id=2\u0026mark_id=5310909",#49477253) |
|
|