
My other main reason for going so heavy in GOOGL was that I believed it would thrive and be one of the main beneficiaries of AI. Especially due to its TPUs and Google Cloud scaling on a massively scale with a backlog in the tens of billions(now 150+ billion).
Of my initial position, I have only sold 2k-ish worth of shares which I moved to LULU a few weeks ago. I also sold a LEAP prior to the most recent earnings.
I intend to continue holding this position for an extended period and to only trim based on incremental net worth milestones if it continues to grow significantly in the short/medium term. I believe GOOGL is on the verge of a Nvidia like boom due to AI, and that it is extremely well positioned due to Gemini Enterprise and recent Gemini integrations into Chrome, Maps, etc.
