Reddit Posts
$GOOG whale alert: massive $34.8M sold put premium at the close
Asked him to pump my GOOG calls. He’s thinking about it.
What if I full ported IRA, ROTH, and brokerage into $GOOG and held forever?
Why I added $15,000 to my RDDT position
Am I dum dum or should we not long GOOG/Short MSFT?
Hot take: the 12% drop on GOOG from earnings is to shake out investors and buy their shares for cheap
Is the Anthropic IPO just a sequel to the SPCX saga?
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
GOOG is sooooo cooked lmao gear up boys, this is gonna be a long one
We’re in an anti-bubble bubble
Genuinely scared , NQ could be down nearly 3% by NY OPEN
Isn’t it weird that TSLA stock is detached for the reality for THIS long
GOOG is now defaulting to search output again rather than defaulting automatically to Gemini
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
First time trying an option that isn't 0dte!
When ~80% of your net worth was in $GOOG but you timed it pretty well
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
Drew my own version of a loss meme in honor of my soon to be dead GOOG calls 🥲
Advice on what to do after GOOG earnings: prepare to bag hold
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
I keep buying at the bottom but $GOOG keep dropping
Rounded out my $20k of GOOG, $10k of NFLX, and $10K of META with $10K of Vanek Semiconductor ETF for a cool $50k. AI for the win!
Anthropic to publicly file for IPO as early as Friday
30K to invest - Oct 19 Market open
Not invited to Anthropic's $2T investor day? Me neither.
To the person going all in on Alphabet (GOOG)
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
Your AI analysis is just astrology for tech bro
Short $GOOG, Mapquest is beating Google Maps.
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
Two ways to buy Anthropic before the IPO (while paying 50% less)
My Earnings IV crush story on MSFT and sharing October data
What % of your portfolio is in single stocks vs ETFs?
What % of your portfolio is in single stocks vs ETFs?
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
21M, was up 101% YTD, sold half of everything Monday. Regard?
GOOG is sitting at a super interesting GEX cross point right now
You Have to Fish Where Fish Are - And US Pond Seems Empty
With most 13Fs released, here are superinvestors' top 10 buys from Q2
$ZETA is going to go retarded today
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
GOOG Gamma Exposure Update: 6.88% Rally In Play
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
Mentions
For some companies, yeah. For others (and the majority of my holdings) I'm still very much up. AMZN, GOOG, MSFT, ONDS, etc
Scalped GOOG puts and now am cash for the day on a nice profit, god speed to the regards still trading
Nah, the rotation out of tech has been going on for weeks. There are high growth tech stocks trading at half the multiple of JNJ. AMZN, NVDA, GOOG, etc are not getting cut in half from here.
GOOG looking like a buy and hold at this point. 14 P/E is a lot lower than most of SP500, and their business is viable outside of the AI bubble. Not saying it's a moon shot or anything, it'll probably get dragged by the AI rut some more, but on a 2-3 year horizon it feels like it's on sale.
GOOG is a generational buying opportunity
Ive got no cash but im considering just selling all of my forever hold GOOG shares to slurp micron or sandick. They will have such a fucking violent recovery.
I just bought calls on GOOG, have an order in for RDDT
$GOOG looking good right now at 15 pe
GOOG almost at its 52-wk low lmao
I bought GOOG, META, NVDA, SPCX, SPY today. Bought too early. Did not expect such a big drop.
yeah definitely some truth to that. i think thats why we saw green days for them yesterday (AMZN/GOOG/META) ..people want them to slow spending
I am thinking of selling my dwindling AVGO profits and putting them into GOOG to consolidate. Bad idea or just wait?
the new berkshire under Greg Abel bought GOOG at the absolute top after a +120% rally. what kind of small brain trendfollower does that
People are typcially referring to y/y growth by quarter in 2026 when they talk of Search slowing down: 19.1% 16.8% 12.0% On the other hand the quarters in 2025 showed the opposite trend: 9.8% 11.7% 14.5% 16.7% Too much staring at y/y growth rates drives men mad. (long $GOOG)
Okay MM, now rotate all that shit you sold into GOOG
The most comical sell off I’ve seen in 11 years of investing. What even is the logic here: that Democrats will ban AI forever? JFC. How will GOOG MSFT AMZN fulfill their backlog, with dark magic? Absolutely bonkers.
> Didn't BRK top tick GOOG? They also invested a bunch into that Bending Spoons roll-up, which is a much smaller holding than their GOOG but yet more dismaying lol.
Didn't BRK top tick GOOG? Also, I don't think Warren is doing the buying anymore.
Well at least my $GOOG doesn’t drop much :copium:
I’m a pussy for not buying GOOG puts here
Get you shit together GOOG for fucks sake
If GOOG climbs again I’m shorting it
So we should go buy defensive value stocks like WMT, DE, TSN at 40 PE (with tiny margins and tiny revenue growth) instead of the companies experiencing booming revenues with massive net cash balance sheets trading at 20? How about AAPL at 40 pe with half of the revenue growth of GOOG at like 17 fwd PE? Since when did a low pe become a bad thing?
🙏🏻 GOOG keep MOONING 🙏🏻 🙏🏻 GOOG keep MOONING 🙏🏻
Well wtf is GOOG doing
Are you 100% certain that we are at the "peak" of the cycle? Because every CEO of every chip company and hyperscaler are saying the opposite. Capex is only projected to go up over the next year and TSM/SKHY/MU etc are have demand exceeding supply for multiple quarters (if not years in TSM case), is it still fair to say as a blanket statement that semiconductors are cyclical commodities? Have you noticed how there are semiconductors and screens and sensors in everything these days from wearables, applicanes, medical tech, autonomous vehicles etc, do you expect all of those industries to just stop using as many semiconductors in the future? Even without AI, post-iPhone has been a pretty consistent increase in demand for this technology for years, is it really fair to just say "whelp chips are cyclical" and sell off some of the most profitable companies in the world? NVDAs net income could fall 30% next year and they would still be in line with AAPL, MSFT, and GOOG as the highest operating profit in the SP500, are we really THAT confident that NVDA profits are going to fall by 30%+ in the next few years? Place your bets!
is GOOG still on sale?
GOOG looking juicy as fuck right now
Forward PE ratios on some of the most profitable and important tech companies in the world range from 5-7 for Samsung/SKKY/MU, to high teens low 20's for NVDA, GOOG, and TSM. The market has all but priced in the worst case scenario/peak earnings and are fully discounting future earnings as if these companies are doomed to inevitability slow from within the next 12 months, yet every one of them is telling us their demand vastly exceeds supply, baclogs booming (especially at hyperscaler cloud business aka where the largest demand for chips are) and likely will continue for multiple years. The markets fear around the AI supply chain trade has seemingly hit a fever pitch at the same time that earnings are unquestionably surging. NVDA is a better value than WMT and has been trading at a lower pe nearly all year and significantly lower forward PE ratio. Markets are certainly irrational right now
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $300.00 (above) | $282.96 | — | +6.0% | Wed, Nov 18, 9:26 AM ET |
More like GOOG bear case 2023
GOOGL and GOOG are substantially identical so for shares this would be a wash IMO
GOOGL and GOOG are substantially identical so for shares this would be a wash
GOOG pls just go back to my cost basis. I don’t even wanna make money anymore.
Pre-election, GOOG and AMZN raise their capex numbers. Chip makers go down Post-election, blue wave and data centers about to get nerfed. Chip makers still go down Make it make sense
I feel like they managed extremely poorly this year yet somehow they are up. They missed memory (ok fine they dont invest in that), then they exited UNH super early (wtf?) they bought more GOOG at the top and bought airlines during the war... like wtf? is BRKB fucking geopolitical trader now? At least it's DAL (the best airline) but still
Same Crazy though, they sold V, MA, AMZN, and UNH before huge run-ups And bought GOOG which hasn't done great for their cost basis
I'm about done holding GOOG, which means it's gonna dump -5% very soon and I'll feel great that I sold, then will raly +30% and I'll feel like a dumbass
Sold my $GOOG calls yesterday. May open NVDA calls today.
Hmmm... fair... but have we consodered that NVDA is now conpeting with GOOG' vertically integrated TPU's? Im regarded and i dont knwonwhat id saying
I’m done trying so hard. I went full port GOOG puts here’s hoping…
GOOG too cheap to ignore. Stupid oversold. Amazon been pretty flat but can’t go wrong long term. Data center delays gonna fuck up anything not Mag 7 in tech.
I’ve owned it for years below 100 so I’m still in it. I feel like it’ll come back around. Tempted to dip back in but there’s other more appealing buys like GOOG RN.
Spent the some of my cash on APP at 250, the most of it on GOOG at 287. Should had allocated capital the other way around…
Ima have to livr vicariouslt theough you options traders for a minute, got fucked on GOOG a whioe ago...
Yep GOOG shares I’ve been averaging into since earnings, Walmart calls, and took a bit of MSOS gains before the leg down
Guys I put 120k into 3 month $GOOG PUTS . I’m seeking the void of some shit
$GOOG probably to $300 before it falls. I’m always 1-2 days early
Puts on GOOG, almost tried to destroy a friendship. 😒
For real. One of the easiest dip buys of all time. Same with MSFT earlier this year. Same with GOOG right now. MCD will be $310+ within 6 months or sooner.
AAPL has a 5.1 trillion market cap for a company that grows way less and has similar revenue as NVDA and GOOG. Shit is so overvalued
What's a better buy than GOOG rn
$GOOG to $254 you heard it first
about to fully port into GOOG, stupid idea?
My top holdings are down (NVDA TSM) but my next 4 are up big (MSFT AAPL GOOG AMZN) so I’m in the green. But most of my portfolio is VT and crushing. I might give up on individual stocks, at age 50 I probably don’t need the stress.
If you buy a GOOG $300 strike call that expires Friday, then sell it to buy a GOOG $315 strike call that expires in 30 days, those are two completely different underlying assets. If you are that worried, Google has two tickers that trade essentially identically. If you have GOOG options, then sell those and buy GOOGL options instead.
I think long term GOOG is good But could see it flat/down for the next year
is it crazy? or does $GOOG feel like free money here?
GOOG will reach 400 in 2 months. Who ever down voted my last comment go to hell.
**BanBet Lost** — /u/Beginning-Fig-9089 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $293.98 → $308.68 | +5.0% | 1w | Lost |
$GOOG was obviously oversold, anyone who didn't buy the dip deserves to lose money
man looks like I need to stop investing in things like MU, AAOI, NBIS, NOW, SPCX, DRAM etc. because SPY went right back up to near ATH and stayed there meanwhile everything went to crap except like MSFT/GOOG/AMZN/AAPL
I bought GOOG 300C for Friday...
Expiry based on wanting to give the thesis time to develop. I'm not looking for quick DTE stuff. Strike generally based on some degree of technicals. 640 for META was an upper bound range limit for a while, and GOOG the $300 level is partially psychological lol
In the end, the real problem is that what they are spending on will become a commodity, and will have low margins. I'm convinced that GOOG will become more like a telecom company, with low margins, low PER, scarce growth, and a steady and safe business. I would be prepared for a change of paradigm that would certainly lower the stock price to get to that lower PE.
My bad, I forgt the other GOOG.
I sold my GOOG at $288 real early thinking it might get dumpy, wish I had held on a bit longer like you did. I did sell my TSM calls at 409.50 which seems like an absolute miracle considering how the day went. I would've lost my shorts on that one, thank god I got scared and sold early.
GOOG just go up to 400 what are you waiting for
Thought GOOG was boring today then looked at AAPL, lol
Just so you know, I've been bearish since early june and mostly sitting on cash with some very failed trade here and there. Notably I singlehandedly crashed SNDK, WDC, VRT, CBRS, and GOOG. Today, in premarket, I bought NVDA and AVGO during the liquidation wicks. Consider this a warning.
Get a fucking three fund portfolio everyone. Fucking retail investors thinking they have any concept of the derivate markets. The fuck are you even holding shares for? That should be on a 60 day fucking contract, easy fucking money, I made +20% off GOOG2618L300 in two fucking days. Zero understanding of a bear market despite it being much more fucking obvious volatility. Pennies off the fucking floor. This sub gets fucking dumber every time I check in with you all. Pitiful. (4 Contracts set 11/02 $300 call 12/18 expiry, was itm after only 2 days. You are all fucking morons.)
MSFT, GOOG, V, FISV, UNH, UPS, RSG, RKT, CELH I also own GEV and AMAT that are in the red but rest of my portfolio is mooning today more than making up for it
Agree to disagree. I don’t think capex growth and indirectly data centre growth will be 70-100% going forward as it was in the last two years. GOOG and AMZN had a capex of 400 billion USD combined. To assume the current growth trajectory that will need to hit 700-800B
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
Last week was msft layoffs this week is GOOG interesting is like they scheduling these layoffs, next meta again or apple? 😂 Then the federal civil servant
sell GOOG buy TGT and SBUX
Algos say GOOG is worth $290 I guess
GOOG bout to rip to $400 let's go
I need GOOG to go to 385 today and NVDA to 208
What’s up with AAPL MSFT and AMZN? GOOG got the dead cat and same with META
Why isnt GOOG 400 yet is it stupid?
I actually think this is reversing. Android since my LG rhythm, hung out in the Nexus and Pixel line. I think GOOG is falling apart and will probably be getting an iPhone so my shit works.
GOOG not allowed above $290 I guess
Just bought GOOG puts and memory calls. I will be the hero this market needs!
Imagine shorting GOOG after it bounced off its March 2026 lows :kek: :kek: :kek: :kek:
short GOOG here? gotta remember its still a shit stock