Why do we chase 10x underdogs instead of proven winners for 1x or 2x upside? $GOOGL, $AMZN, $NVDA
u/mojolakota ·
Reddit — r/stocks
· May 06, 2026 at 02:38
· ⬆ 56 pts
· 💬 93 comments
| View on Reddit ↗
AI Summary
Summary
The post questions why investors chase high-risk, high-reward underdogs instead of proven mega-cap winners like GOOGL, AMZN, and NVDA, which offer steady 1-2x upside.
Author argues that GOOGL is on track to become the first $10 trillion company by 2030 (~100% upside), yet people avoid it due to anchoring bias and a desire for quick riches.
Quality assessment: More of a behavioral observation and opinion piece than a well-researched DD; lacks detailed financial analysis or data.
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Is it just anchoring bias?
After the latest earnings, the outlook is clearer than ever for $GOOGL. The existential threat to the Search business didn't pan out the way the bears warned. They are getting massive traction in many bets and investments. It looks like it is on a clear path to becoming the first $10 Trillion company by 2030, or maybe even sooner.
I know so many people who genuinely believe this $10 Trillion thesis. That implies a roughly 1x (100%) upside from where we are right now. But they still refuse to pull the trigger. They are still looking for discounts, better risk/reward ratios, and underdogs not priced in by the market
And it’s not just $GOOGL. Many other companies have disproportionate advantage in AI trade in next few years.
Why is it so hard to invest in proven winners?
Author groups AMZN with other “proven winners” that have disproportionate advantage in the AI trade. As a dominant cloud and e-commerce player, AMZN benefits from AI infrastructure demand and retail resilience. Long-term hold on a diversified tech giant with AI upside. AWS growth deceleration, retail margin pressure, regulatory scrutiny.
NVDA is explicitly named in the title as a proven winner in the AI trade. Its GPU dominance continues to power AI training and inference, making it a primary beneficiary. Hold for sustained AI-driven demand growth over the next several years. Competition from AMD, custom ASICs, cyclical semiconductor downturn.
Author states GOOGL is on a clear path to $10 trillion market cap by 2030, implying roughly 100% upside from current levels. This creates a long-term investment opportunity because the market may still be discounting GOOGL’s AI and search resilience relative to its potential. Buy and hold a proven winner with strong AI tailwinds, expecting a double over several years. Regulatory antitrust actions, competition from other AI models, slower-than-expected monetization of bets.
This Reddit post, published May 06, 2026,
features u/mojolakota
discussing AMZN, NVDA, GOOGL.
3 trade ideas extracted by AI with direction and confidence scoring.