Reddit Posts
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
Who should replace Tesla as the newest member of the “Mag 7?”
Who’s ready to burn their life savings this week
Leaked Google emails & Strategy ($GOOG)
My first time with options. Can someone provide a bit of guidance?
Anyone get frustration with themselves not buy more Magnificent 7 ?
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
AIGC market brings important development opportunities, artificial intelligence technology has been developing
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What are your preferred tools and methodologies for conducting thorough and comprehensive due diligence on stocks and markets?
What Company Do You Think Is Least Likely to be Doing “Insider Trading”?
Google - The AI Juggernaut Poised to Explode
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
$151,880 Total Gains and only 2 losing trades in 2023
Google likely to layoff 30,000 employees post new AI innovation
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
To option or not to option, that is the question
$GOOG: Google DeepMind used a large language model to solve a previously unsolvable math problem
MFW I have OTM $GOOG calls and realize it's been trading in a 10% band for the last 6 months
Why is GOOG forward P/E so low and so much cheaper than the other FAANG?
Why Magnificent Seven stocks aren't really participating in the rally?
Alphabet $GOOG(L) shares up 6% following announcement of new Gemini AI model
$GOOG Releases Gemini as Answer to GPT 4 - Will this Shift the AI Race?
Please don't flame me. What is your take on $CRSR - Corsair Gaming?
Daylight robbery .Options losing half their value during the weekend
ChatGPT preys at Google $GOOG, $GOOGL search's dominance
Will TMUS VZ or T buyout LUMN or will private money?
Amazon Earnings: The Boomer Play that Could Print 🚀💰
Anyone ever notice these sites that list results "ahead" of earnings? Like GOOG, it throws me off.
QQQ is gonna tank -25% next week and we will crash into a depression. Nothing matters when 10-Yr yield is headed to 10% and we're gonna be in a stagflationary hell for the next decade.
IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,
Any recommendations on nicely written and easy to consume company 10k
Most tech companies rapidly develop a new era of intelligent man-machine
WiMi Hologram Cloud（WIMI）develops its AIGC technical layout chasing the GPT-5 era
Building a value portfolio with no dividends for tax reasons
If you aren’t selling puts, or using the wheel strategy, you are missing out!
WiMi Hologram Cloud (WIMI) to speed up the creation of the AI ecosystem
Jim Cramer says the $GOOG $NVDA are going to the moon
Global trend of AIGC, WIMI Hologram Cloud（WIMI) to promote the cloud computing and AI industry
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
Should I cut my losses, drop the bag, and move on to something else?
Number of Alphabet shares outstanding last years
WiMi Hologram Cloud(WIMI) Developed Its AI Smart Office With 3D Collaborative Office
Mentions
BRKB and GOOG finally waking up?
If AMZN and GOOG are able to retrace a little more by 11am, look out put holders
Hail the King! For whose losses are greater than his? None in all of christendom. I pledge my service to you. What shall we battle next? An army of MSTR puts? The great green GOOG call dragon?
I also got into MSFT but tbh started wondering what it offers. Computer hardware has a lot of competition, windows is surely getting competitors (I can imagine android spreading, or linux, or whatever). I dont know, I could see MSFT go further down if the AI thing doesnt work for them, and right now, GOOG looks strongest with it. And I am a big believer in AI, as in that the technology has a lot of potential and should be much more widely adopted everywhere by everyone
Consumer purchase power will have a negligible effect on AI/data center construction. MSFT Azure is growing 38% yoy capacity capped. Those are business/enterprise customers, not retail consumers. Same w AWS and Google Cloud, they are building data centers to support business use cases of AI, enable researchers to have all of the high end compute they need, and to solidify our lead in the AI race (and technological progress generally) over all global competitors. Also in GOOGs case, they need Gemini capacity because they are putting it everywhere. Gemini will be the new backend of Siri, ensuring that Gemini AI is the default native AI on ALL modern smartphones. That doesn't directly cost the consumer anything, it's AAPL and GOOG "paying for" it, but both are profit juggernauts and taking these actions to increase their market share and build moats against competitors. Also for all the drama around Anthropic being a threat, Anthropic is also a customer. Anthropic pays AWS, Azure, and G Cloud for compute and to rent GPUs/TPUs specifically. GOOG and AMZN also both own 10%+ of Anthropic each, so the idea that Anthropic will put pressure on Gemini/Co-Pilot/ChatGPT may well be true, but they hyperscalers will still benefit directly and indirectly from the demand for compute
MSFT just posted a $38B profit quarter and GOOG did $35B+ in one quarter. Both did roughly $100B annual profit in their last fiscal year and both are growing profits between 25-30% you and both have great balance sheets and nearly $100B net cash. Both are growing cloud especially quickly and both are capacity capped and would be growing faster if they could build more data centers tomorrow. Both have rapidly expanding backlogs and the ONLY way to realize that revenue is to build the data centers. Both GOOG and MSFT are more profitable and growing faster than AMZN, yet both are also spending significantly less in capex. META is spending nearly as much in capex as both, but is significantly less profitable.
Here is an economics/ finance perspective: You're not wrong that it looks contradictory, but there are a few structural things going on that explain it. **Most of these stocks were just expensive.** When people say a stock is "expensive" they don't mean the share price is high, they mean the price relative to what the company actually earns is stretched. That's measured by the P/E ratio (price to earnings). A lot of these names were trading at 30x, 40x, even 60x+ earnings. That means investors were paying $40-60 for every $1 of profit, betting that growth would eventually justify that price. When confidence wobbles even slightly, the market re-rates them. The company can be doing fine, but the market decides it's no longer willing to pay 40x and marks it down to 25x. That alone can be a 30-40% drop with zero change in fundamentals. That's called multiple compression, and it's what's hitting both groups right now. **Interest rates make this worse.** Growth stocks are valued on future earnings. When interest rates are higher, those future earnings are worth less today in present value terms. So the maths behind the valuation literally changes even if the business doesn't. This hits high-P/E tech disproportionately hard regardless of whether the company is an AI builder or an AI "victim." **Passive investing amplifies everything.** A huge amount of money now sits in index funds. These funds buy and sell based on market cap weighting, not fundamentals. That means the biggest tech names get bought simply for being big, and when sentiment turns, they get sold for the same reason. It doesn't matter that NOW and NVDA are completely different businesses — they're in the same indices, held by the same funds, and sell together when money flows out. I**n sell-offs, correlations breakdown**. This is a well-known pattern. When investors de-risk, they sell what's liquid and what's gone up the most. During risk-off periods, correlations across stocks spike toward 1. Fundamentally unrelated companies drop together because it's the same money exiting, not because the market has a coherent view on each individual company. So in your example. The incumbents like NOW, ADBE, CRM aren't getting wiped out. They're getting repriced. There's real competition from AI-native tools, margins might compress, growth might slow, but these are massive businesses with deep customer lock-in and switching costs. A price correction is not the same as going bust. The AI infrastructure companies aren't a bubble in the dot-com sense either. The spend is real, the revenue is real, and the demand for compute isn't slowing. Think of them less like speculative bets and more like electricity providers: everyone needs the infrastructure, and these companies are building the plumbing. Many of them are also diversified businesses (GOOG and META aren't pure AI plays, they have enormous ad businesses generating cash regardless). Both can drop at the same time because the market isn't making a coherent argument. It's a bunch of different actors repricing risk, unwinding crowded positions, and adjusting to rates, all at once. The contradiction you're seeing is the market being a market, not the market being right about two opposite things.
Got IREN, got Bitcoin, I just can't stop losing... I took comfort in the fact that GOOG was my biggest position but even that drops on excellent earnings ☹️
I’m 46% SNDK, 38% MU, 13% GOOG, 6% cash I’m down 13% since the 3rd, it looks and feels way worse. I’m still gonna hold and wait this all out, screw it.
GOOG was nowhere near this intense. And they even dipped more I don't expect a rebound or something. 2-5% drop would have been fair, considering the situation. But 10%???
Wait till at least 3 days post earnings. Until then things can adjust in an odd way, specially if you are only looking at the overnight reaction that has no liquidity behind it. See GOOG reaction and what it did during the day.
This is a stock pickers market. Memory and Optics names are winning right now- the companies “selling shovels to the miners”. META and AMZN massive capex increase. GOOG too, but they use TPUs, so AVGO is taking some of NVDAs market share. Think.
so what would be the stocks that supply GOOG, AMZN, MSFT? You are looking at a combined revenue of 400 billion for these.
What we actually got. MSFT - we spend a lot GOOG - we spend a lot AMZN - we spend a lot and earn less than expected
We got the earnings date sequence wrong. It should have been GOOG (beat), AMZN (miss), MSFT (beat). GOOG would be like look we're earning but it's a bit more spending but worth it. During AMZN's turn, the impact is sandwiched, it's just GOOG being better. Come MSFT's turn, it's still earning, same story like GOOG.
They are being caused by two different things. The SAAS companies are dropping because of specific AI plugin released by Anthropic. The SAAS companies also have been making investments in AI and need to prove it helps their revenue and margins, but at the same time investors are scared they will lose their boats. MSFT, AMZN, GOOG drops are mostly related to CapEx vs actual results/returns for AI. The rest of the AI fear is really based on NVDA 100 Billion deal stalling with OpenAI. OpenAI needs as much money as possible so that really hurts them, which hurts Oracle because Oracle needs 300 Billion from Open AI for the next 5 years. Also OpenAI not being satisfied with some Nivida chips, and the two comapnies recently came out in great lengths to ensure the public and investors that their are no Issues between them. And when So AI stocks would still be likely tanking off of OpenAI/NVDA/ORCL/CRWV without the Anthropic news, and it would perhaps would affect SAAS a bit, but it sure wouldn't be the SAAS apacolypse that is occurring now. Definitely could be tough this year though, cuz its a bit of AI bad market go down, AI good market go down. So some it is perhaps investors looking for a reason to take profits or for confirmation that certain sectors are overvalued. Basically its a perfect storm right now.
MSFT, ONDS, GOOG in that order. Don't miss out pussies.
He's literally a clown. Hasn't done anything of value since becoming a CEO, everything good that happened last couple lf years was already in motion by Bezos. All he know how to do is cut costs and squander the leading position they had in cloud, instead of using it for AI. In a way it reminds of Intel when they were out of ideas for growth and innovation. Anyway GOOG to the moon
lol, let's figure out the next 24 hrs before holding faith GOOG will sprnd 440B a year from now
GOOGL sucks. I am shlong GOOG
Let's not talk about Amazon as a whole. We have to talk about Amazon Retail+Ads (ARA) and Amazon Web Services (AWS). They are two completely separate businesses bundled into one. ARA is actually a bad business (comparatively) that I wouldn't invest in. Growing 10% on $127B US and 17% on 50.7B intl, with margins around 9% and 2% respectively. Retail is hard to scale and profit. Your autonomous warehouse thesis hits here, they might be able to get a few points of margin here but it won't be game changing. AWS is what everyone's watching, the growth and backlog are slowing relative to GOOG/MSFT. The world is changing very actively and the newest tech companies and legacy companies are all choosing their AI cloud providers now, it's a new inning and every legacy and new tech company's cloud and AI spend is up for grabs. AWS's lackluster chips program and their lack of AI bundling like GOOG makes them the dumb choice for any enterprise or AI startup. It really comes down to this: Any startup or executive will choose 1) GOOG or 2) MSFT for their AI/Cloud strategy going forward. If you choose AWS/Oracle/IBM you will be laughed out of the room and fired (or your company will slowly sink). This is the current state of play. AWS might catch up later as startups and enterprises start going multicloud, but the current GOOG offering is just too attractive.
GOOG and META are positive YTD. I swear when the S&P drops 25% a whole generation of "investors" is going to be jumping off bridges.
GOOG dumping because they aren’t spending as much on CAPEX as AMZN, which is itself dumping because it is spending too much on CAPEX. How much more clear could it be?
I understand everyone’s circumstances are different, but It’s not really “wheeling” if immediately closing out of CSPs for a loss and/or selling assigned shares for a loss. I am more than willing to admit that I will be assigned on more positions than I was hoping for due to all of this. Currently, all of my positions are on companies I am fine adding to long term holding if it goes that way. Account is value is down 8.75% this month, but will keep wheeling by selling CCs on my assignments and will be bag holding a few positions for who knows how long. Current positions with various DTEs running into March: AVGO, MRVL, ORCL, HOOD, NVDA, GOOG.
It's more that tech rotations are happening due to an evaluation cap for these AI players. GOOG is not "basically" flat - their earnings were great, had this happened last year, we would've seen a rally. META rising hard and then proceed to dump into oblivion, that shows people are rotating out of the insane AI spending spree
But the others didn't confirm the fear and were strong earnings lol...MSFT dumped due to CAPEX, GOOG is basically flat, and META rose rlly hard Just cause amzn is a pos doesn't make your ber thesis make any sense lol
I work in the cloud space on the enterprise side. The technology IS transformational. People tend to look at Google and therefore AI through a just consumer lens which is understandable but a mistake. The disruption AI has brought and is bringing is very real. The use cases I'm seeing get deployed via API access (meaning enterprises leveraging AI models inside of their own software and services) are already incredible and are just getting started. I'm not convinced that OAI is going to be a company 2 years from now but I'll bet my left and right arm that GOOG is just getting started. Dumb money will bet against them. They are the best positioned company on the planet right now wrt the disruptive force that is AI.
SOXX down 2% NVDA down 2% MSFT down 5% GOOG down 3% META down 2.5% NFLX Up AAPL Flat I still feel like I'm missing something.
Meh.. could be right but GOOG doubled and AVGO is a huge recipient of that cash. Same with META but with similar companies.
I’m at all time highs. Rode GOOG last year, then SNDK the last couple months, back in GOOG now
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
Down 15k all time. Bought MSFT and GOOG leaps like a regard
I sold META at $99 and GOOG at $165, but i haven't sold my MSFT yet Once i sell MSFT it wil go to all time high
He bought 100 shares of GOOG on margin, so he basically has taken a 2nd loan.
GOOG seems like a great pick right now. A lot of smart money recently bought stock or LEAPS so it seems like a strong play
MU SNDK WDC & data centers. Memory shortage still remains, demand is only increasing, and the MAG7 just doubled down their capital spend, literally $600B between Meta, AMZN, GOOG & MSFT alone - the checks have already been written, and regardless of if AI is actually profitable or not - the infrastructure & supply chain for the AI ramp are the beneficiaries of this absurd capital spend.
I can’t believe there are people like you that don’t think capex moderation will not be a part of the narrative going forward. I was being somewhat shitposty in the original comment, the extreme case on either end is unlikely, but spending ad infinitum is impossible. And GOOG is well insulated because their make their own chips on very low margin.
The decisions have already long passed them. Suppose it comes up again after this "super concerning" 2% drop on the only MAG7 thats been doing well recently, GOOG. You think their arguements for passing it before are being veot'd and thrown in the garbage over, again, a tiny dent in the stock price? Can't believe people like you are real lmao
GOOG is dropped like 2%, META didnt cave for $700+->$550 drop and then rose back up btw, MSFT has yet to cave and its selloff is completely unrelated anyway, and AMZN's always been a shit stock lmao. There is no vision changing drop here, you are delusional.
Get out of GOOG while you can. Cant compete with AI. No revenue flow. Will be the next domino.
When in doubt. Otherwise snatch up NVDA, GOOG, and MSFT right here. Seems like every other regard is planning same.
Wasn’t it like two weeks ago people were acting like geniuses for being all in on GOOG?
GOOG is going down because a $185 billion capex forecast for 2026 is some next level money flushing
Remember when GOOG was up $14 AH yesterday
They are crashing *because* of the billions they’re throwing at AI. For some odd reason investors started caring about fundamentals all of a sudden and AI has terrible horrible miserable fundamentals. Outside of AI waste, GOOG, MSFT, AMZN and others are doing really well.
MSFT, GOOG and then my mushy favorites CMPS, ATAI, DFTX
I bought GOOG and AMZN thinking it was the 'safe' move
What is the market reacting to? And why the hell did I buy GOOG right at the top.
Why the hell are they spending $200B with such poor returns compared to GOOG and even MSFT? Does Melania need another documentary?
I am not smarter than a $GOOG engineer I am less retarded than the frat chud whose parents paid an enormous fee for them to go to college with me I will stick with the $GOOG man
I'm still bullish as fuck on NVDA and GOOG.
When RDDT announces share buybacks, the narrative is that growth is done. When GOOG uses the money to spend on Capex, it's not 'shareholder value add'.
Right, I'm done with this volatile-ass market. I aged about 40 years this week so I'm going back in with a boomer port: $BRK.B $XLP $XOM $LMT $AAPL $GOOG $TSLQ See y'all next week 👵
So GOOG beats, goes down and takes everything with it. Amazon misses, goes down and does the same. Don’t you love it?
Why would SNDK and MU go down after hours when the titanic capex increases that META, GOOG and AMZN reported would imply they are getting beats on their next few earnings reports?
During big corrections, earnings don't matter. It'd be lucky to stay flat, but institutional traders and whales who bought in for the earnings are going to be the main selling force against the same market movers who decided to buy the dip after the stella report so that's practically impossible. I assume it'll just echo GOOG's movement today. Market literally don't trust anything unless Feds straight up say fuck the poor people and restart the printer.
nope bought GOOG $365 18/06/2026 around intraday lows
So GOOG pumped semis and AMZN dumped it, wtf lol
What the hell are they spending $200 billion on with such poor returns compared to GOOG and even MSFT? Does Melania need another documentary?
GOOG capex forecast was $175-185B. Disney market cap is $185B.
If RDDT is in the 150s by next week, I'm taking 10k of my GOOG shares and putting that into RDDT. Fuck it lol.
GOOG had a mini sale at open. who bought?
GOOG had better results today and got hammered anyway (though it did mostly recover by end of day). So by that yardstick AMZN should get hammered tomorrow, and drag the market down with it, as an AMZN miss clearly won't help already ailing MAG7 sentiment, baby!
When the volatility rises a lot, all correlations go to 0. The point of diversification isn't to not drop during a bear market, but rather drop less than you would if you were all in on a particular trend. ***-"Gold and silver mining company (around 12 companies to avoid a big risk)"*** These are all correlated so having multiple of these is like owning MSFT, NVDA, GOOG,AMD and saying you're avoiding an ai dip risk ***-"a small cap in health sector"*** These tend to be more speculative and will drop in high vol environments as well, unless they have robust cashflows, etc. Even still they most likely will drop, but drop less. Lastly, your portfolio weights matter a lot as well. You may be over concentrated if you took such a big hit on a day where indexes were down <2%
with MSFT and GOOG down AMZN puts seems obvious in hindsight
I know $NVDA is slightly pumping again AH due to $AMZN insane capex increase to $200B (it has a retail component, but still). I don't know why. It's just gonna burn off again like it did with $GOOG's capex pump. Something is seriously off.
AMZN capex is way bigger than GOOG, GOOG to the 🌕tomorrow and next week
In all honesty I think HOOD GOOG and META rebound. I’m licking my wounds on NVO shares but that’s whatever. I think MU also a no brainer still at this p/e
Suddenly MSFT GOOG capex doesn't look too bad.
GOOG going down 0.5% really ruffle some feathers lmao
I‘m a real regard. Full port into CRWV AMD TSLA HOOD PLTR GOOG and AVGO. Yeah don’t forget BTC and ETH
I exited GOOG with gains and it's my top tech stock when this thing bottoms out. They're doing AI on the cheap instead of the approach of borrowing money to throw at hardware and datacenters and hope that there will be someone to pay for it out the other end.
smart money unloading shitcoin bags on retail and scooping up mini sale on GOOG
Cheers to the Brads who bought GOOG back in at $305.
MSFT $400 call vs GOOG $350 calls for 2/20?
Feel like people are trying to prop GOOG up to not cause a massive tech crash. We’ll see if the gamble works after AMZN ER
Who has balls for GOOG $350 2/20 calls
This fucking GOOG behemoth of a company
its not about beating estimates, its about the capex and CF needed to support such capex. if CF from Ops cant do it, then they need to finance it. And banks arent feeling super keen about their trillions in exposure that just keeps growing where ROI isnt materializing quickly enough. Meta did well because FCF was up. MSFT got punished b/c too much capex (same with GOOG really). So the question is, will AMZN project heavy capex that outpaces the Wall Street models?
up 50% on GOOG calls...
GOOG was not punished as META, ORCL and MSFT in the capex spend. wtf lol
Will GOOG be positive tomorrow?
GOOG is 200B away from overtaking NVDA
Shoulda bought GOOG instead of MSFT SMH
Google just announced they’re spending 180b on AI and you think the bubble is popping? They’re increasing their AI capex and so are the other Mag 7s. AVGO, MU, etc are gonna keep having insane earnings. The only way the bubble pops is if these companies lower their capex, and so far there’s no indication they’re going to. I could see the bubble popping for unprofitable “AI” companies that don’t actually bring anything to the table but if you think the shovel sellers or the big AI companies like GOOG are going anywhere soon I got a bridge to sell you
Feel like a regard for closing out my weeklies at a loss this morning and buying 2 months out calls instead. I was sure it would go up - just looked like GOOG wanted more time to rest before people realised they crushed earnings. Made back my losses and then some with the new calls but missed out on some killer gains.
Not even AVGO could hold the pump with such a bullish outlook from GOOG
opinion on GOOG 350 calls for next week?