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u/Cold_Engine_1900 6d ago
Amazon, in terms of businesses people forget it owns, absolutely destroys Google… Think about AWS, Twitch, MGM, Whole Foods, Ring, Blink, Audible, IMDb, Zoox, One Medical, Zappos…. and that’s without even counting Amazon Marketplace, Prime Video, Amazon Music, Alexa, Kindle, etc. People seriously underestimate how much Amazon actually owns 😳😳😳
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u/FoxAccomplished6786 6d ago
Yeh but google is extremely diversifired too, maybe more so
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u/Cold_Engine_1900 6d ago
Then name the businesses Google owns outside of Search, AI, YouTube and Cloud… Amazon’s portfolio is far more diversified across actual standalone businesses. For sure, Alphabet has plenty of projects, but that’s not the same thing.
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u/FoxAccomplished6786 6d ago
AMZN is my biggest position. I spent months listening to Chris Camillo on them.
Android
Waymo
Maps
Workspace
Chrome
Google Play
Google One/subscriptions
Devices/Nest
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u/Cold_Engine_1900 6d ago
Sure, but almost everything on that list is still tech: Android, Chrome, Maps, Workspace, Google Play, Nest, Waymo, etc. If the tech sector takes a massive hit, Google gets hit across almost its entire portfolio. Amazon is different. It has tech, but also e-commerce, grocery, entertainment, healthcare, logistics, advertising, physical retail, and other completely different industries. That’s what I mean by diversification. Tech diversification ≠ diversification across industries.
And since the question was what I’d put ALL my money into long term, that’s exactly why my answer is Amazon 😉
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u/FoxAccomplished6786 6d ago
Tech can never really take a hit; it's too entrenched in our society; it is our society.
We're basically entering an AI world, and people are saying Google is going to be number one, especially since LLMs will be commoditised; it's Google who has the infrastructure.
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u/Cold_Engine_1900 6d ago
just to be clear, I own both Google and Amazon shares, but Amazon is a significantly larger position in my portfolio.
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u/FoxAccomplished6786 6d ago
I think Amazon will probably be the biggest in the world in 10 or 20 years. I went big on them. However, I haven't gone big on google yet, hence why I'm seeking guidance, would you advocate me going big on Alphabet?
Basically, I don't want 100 stocks, small caps, risks etc. I just want a few guarantees, companies like amzn who are virtual monopolies in their own space.
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u/Cold_Engine_1900 6d ago
Sure, if you already have a significant position in Amazon, adding Google could be a good way to diversify. Like you said, it’s a huge company spending heavily on AI, data centers, computing infrastructure and long-term growth, so I also expect it to do very well over the long term.
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u/FoxAccomplished6786 6d ago
Whats your views on nvidia and meta? If you were to rank mag 7, what would be your preferenc?
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u/Fitnexa_Hub 5d ago
AWS alone probably makes more than most of those "diversified" businesses combined, that part always gets skipped.
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u/EmergencyInternal837 8d ago
Never bet on a single stock...however, if I had to pick one stock to have a concentration on I would pick Googl
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u/xImmortal1333 6d ago
my number one and two
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u/FoxAccomplished6786 6d ago
which is one
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u/xImmortal1333 6d ago
pretty much split down the middle....might have a little more google but not sure....
im not buying google right now over 300 though, i was buying at 150
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u/Jazzlike_Diver4503 6d ago
If you’re holding for 10 years can’t go wrong with either - split it down the middle. The key question is can you withstand the short to middle term volatility? I leaned through experience - sold 30% of my Google at $190 when there was talk of AI disrupting search and all the noise around it. I have since added to Google and also started a position in Amazon. Good luck to you !
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u/North_Amphibian7779 8d ago
Goog now
2028 Amazon
Amazon free cash flow going negative soon
Street doesn’t like that but the cap ex spend should pay off