By Nigam Arora & Dr. Natasha Arora
Signal(s) to enter, add, reduce, exit, hold or change.
Based on the Alphabet and Microsoft conference calls, GOOG is likely to face headwinds due to Microsoft’s aggressiveness in artificial intelligence.
Tactical Position
Partial profits have previously been taken on the tactical position. It is time to consider taking profits on the remaining.
In-Depth
To gain in-depth knowledge of the issues involved, please listen to the podcasts titled “Full Frontal Assault: ChatGPT Vs. Bard” and “ChatGPT: Potentially The Most Important Breakthrough Since The iPhone.”
Core Position
There will be a separate post on the core, very long term position.
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Nigam Arora
Nigam Arora is known for his accurate stock market calls. Nigam is a distinguished master of the macro. He is a popular columnist with over 100 million page views, an engineer, and nuclear physicist by background. Nigam has founded two Inc. 500 fastest growing companies and has been involved in over 50 entrepreneurial ventures. He is the developer of Theory ZYX of Successful Change Management and is the author of the book on Theory ZYX, as well as the developer of the ZYX Change Method for Investing.
Dr. Natasha Arora
Dr. Natasha Arora has significant expertise in investment analysis especially biotech, healthcare, and technology. Natasha is a graduate of Harvard Medical School followed by a postdoc at MIT. She has published several peer reviewed research papers in top science journals.
