Google is a top pick; long-term conviction in the stock is rewarded, and it remains a strong bet despite regulatory rulings.

Companies like Microsoft and Google still rely heavily on outside chip makers to expand their business.

Now, in a different company, one of our members, Baylor, he started dollar cost averaging into Google at around 134 a share. Guys, you got to remember when Google was at 134, it was on its way down to 85.

And people were all over Google. It's lost its way. AI is going to replace it. YouTube is replaced by Tik Tok. Let's fire the CEO.

But he did something different. He ran the numbers. He used the process that he learned. He built his conviction inside the community while other investors were telling him he was crazy.

Google went down to 85. He kept his conviction and now it's over $340 per share. Guys, that's not luck. Especially as he followed it when it was going down. That's what happens when you have a process and a group of people around you doing the real work instead of chasing headlines.

This threat feels a lot more real now after the federal rulings against Google's search and adtech monopoly earlier this year.

It's just if you're asking me for the number one position, I would still bet on like Google or Amazon.