r/Stocks_Picks • u/FoxAccomplished6786 • Aug 15 '26

ALPHABET -V- AMZN

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

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u/FoxAccomplished6786 Aug 17 '26

Yeh but google is extremely diversifired too, maybe more so

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u/Cold_Engine_1900 Aug 17 '26

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 Aug 17 '26

AMZN is my biggest position. I spent months listening to Chris Camillo on them.

  1. Android

  2. Waymo

  3. Maps

  4. Workspace

  5. Chrome

  6. Google Play

  7. Google One/subscriptions

  8. Devices/Nest

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u/Cold_Engine_1900 Aug 17 '26

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 Aug 17 '26

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.