I have 50 share of google average at 264. I started a few months ago in the 240s. Would you still add to this position or hold? Im also dipping into Meta. Should i sell google and buy meta or hold and add to both. Thanks in advance
Are we adding to positions in google
byu/free_da_guys1107 instocks
Posted by free_da_guys1107
7 Comments
I like Google more than meta.
In my opinion google have much more good things going on than meta and in 10 years it will multiple in value.
At current valuations I´m not a buyer of alphabet. Fantastic company! For the moment I can find other companies with higher growth to similar valuation or similar growth to a lower valuation. I´m still bullish about alphabet but my conviction based on todays prices are higher in other stocks regarding total returns for 2026.
**Microsoft, Meta and NVIDIA lost the AI race**
All investors are abandoning the NVIDIA, Meta and Microsoft ship since the release of Gemini Pro and Claude Code.
Nvidia deceived Meta and Microsoft to spent $200B on GPUs in 2025 without a single dollar profit.
Google is now the Mag7.
Yes, buy google and hold
For me, I wouldn’t sell Google to buy Meta. You already have a solid sized Google position (50 shares avg 264). Atp, Google is more of a core hold than something to actively rotate out of. Selling it would just be swapping one ad giant for another, not really improving diversification. Just hold Google, don’t over add unless there’s a pullback and add to Meta gradually instead of forcing a switch.
Zuckerberg, making desperate moves as he fades to my space. Google will be our future supreme leader.