Alphabet has added $2 trillion in market cap in 6 months, nearing $4 trillion market cap - an unbelievable move
Scott Wapner
Joe Terranova
Alphabet had the least confidence coming into 2025 but now has strongest ROI on AI spend with dramatic reversal in sentiment
Brian Belsky
Doubled position in Google during April depths, now largest overweight in Mag7 and communication services
Stephanie Link
Meta represents tremendous value after 21% correction, trading at 17x forward estimates with 20% earnings growth and 26% revenue growth
Josh Brown
Lesson is how easily narratives form based on share price action and how quickly they can completely reverse