GOOG

Legendary-Lemon

MSFT P/E ratio lower than GOOG is kind of nuts

mountain-wood-316

made $4835 on $GOOG going to Walmart to buy groceries and a Switch2 for the kids. 

gizamo

> You buy the index to... No, no I absolutely do not buy the indexes. Lol. You realize what sub you're in, right? The vast majority of the S&P *are* the shit companies. Everyone holding SPX should care that it's full of garbage. When the top 20 or 50 companies are so damn obvious, why bother buying an index that packages them with utter crap? It's not balancing potentials anymore, it's just subsidizing junk. It's why SPX is up only ~20% in the last year while NVDA is up 40%, GOOG 102%, MU 750%, ect. But, yeah, enjoy your index, mate.

DelvxeRed

I see you GOOG. good job.

qaswexort

GOOG is obviously going to dump its SPCX position

SeaMenCaptain

So more GOOG leaps is what I’m hearing. If it wasn’t for fucking 🍊 man in office and his toying with the market, id literally just put 100% of my portfolio in google shares and leaps.

jjjakes3

The sum of the parts "analysis" here is hilarious. I could revalue GOOG based on the p/s multiples of meme stocks in related areas to 100T

Stop_The_Rain

Wow MSFT AMZN and GOOG resume their descent to 0!

spicykimchi_inmybutt

GOOG is having a seizure

Nice-Truck8806

GOOG dividend on monday. i will buy a costco hotdog

RonBlake

GOOG is now a SPCX proxy

Past_Recognition_366

Bro you’re not buying Google, you’re buying the SpaceX ETF /s I kinda like the thesis ngl, GOOG at 15 percent off with a real business and free lottery ticket on AI and SpaceX is way better than 99 percent of the trash WSB pumps. Only thing I’d be sweating is how concentrated you are, that is some “make it or go live in a van” allocation.

FunEntertainment2726

They're getting punished for not counting the OpenAI markups as earnings while GOOG and AMZN have. Being honest that they own a piece of a money losing startup sure makes their balance sheet a whole lot less rosey.

fruitloop00001

A year ago, everyone was talking about how undervalued GOOG was on Reddit. It took some time, but eventually the market caught up. MSFT feels similarly right now, it's a stock you buy planning to be patient.

Sick0h

Going to make sweet fuck to MSFT leaps. It’s GOOG summer 2025 all over again.

Frequent-Hat-5260

Only stock I hold long is GOOG. Everyone else seems highly retarded

bulrfuc

Yeah GOOG is also like 10 companies in one and is a cash cow. META has advertising money but a lot of other players eating their lunch.

yoddbo

Honestly just cash. Ive been slowly increasing my FXAIX position, but swing trading has been wildy profitable for me the last 3/4 months with how predictable Trump is. Namely ONDS, GOOG, RDDT, ASTS. I have shares im long on for all of them but been consistently moving shares for easy money. Pretty sure im retarded but its been working really well for me. Although taxes gonna fuck me it feels like free money for now.

_hopkins

GOOG 370 tomorrow?

ApathysLastKiss_

I'm looking at the mags ETF. It literally pulled back to the 200 day sma today. This is actually an excellent entry point. Then you look under the hood GOOG just filled that massive gap today Appl just touched the 50 Nvda the 100 Amzn the 200 Meta and msft look like shit though. But four out of 6, looks like a really good technical entry

AffectOk3510

This is exactly the kind of deranged concentration I respect on this sub. Only real risk is you’re basically all in on one mega cap boomer tech name in a year where everyone is chasing shiny AI small caps, so the boredom tax might be brutal. If GOOG actually rips to 500 though you’re gonna look like the final boss of “I told you so.”

Sick0h

This time last year GOOG and AAPL were being spammed as cooked. Just a reminder.

chauhan_shubham

With SPCX IPOing tomorrow..GOOG calls at open is free money.

InternetSlave

I'm not touching it with a 10' pole. I'm fine holding a boat load of GOOG and NVDA and VTI. Wish y'all the best tho

zurijer

Sure is, but there is a reason why it’s getting beaten down right now. I invested into MSFT at $376 a share on the previous drawbacks. The current narrative is that GOOG is winning the AI race by seeing the fastest growth and has their own in house LLM. Whereas MSFT is heavily tied to the success of OpenAI with Copilot being a flop. Until the capex slows down and investors are seeing ROI from that investment. This thing is going to trade sideways.

Deep_Calls_007

My friend is talking shit to me about -60%  Path calls lol. He is up 300% over the yr based on NBIS, UNH, GOOG shares i recommended. TF. Not suggesting stocks to people anymore.

Imadogfishhead

!banbet GOOG $360 6/12

Ornery_Ad98765

GOOG

_hopkins

Fuck you GOOG.

Sandvicheater

Why is GOOG green yet MSFT is tanking to hell? is because GOOGL actually has their on in house AI while MSFT still sucking on Sam Altman and Anthropic knob for their AI needs.

A55BAG

Samsung might get a TPU deal from GOOG, fake peace deal and KORU up +30%. Koreans are going to have nice limit up tomorrow 🤣

shanked5iron

GOOG with the comeback

tacspar

Avg consumer will be excited until "loss-leader" strat puts them under, I'm GOOG long run

KKLC547

how do people get hard on MSFT? Aren't there more reliable tech stocks like GOOG?

bearhunter429

#Let's have another day where SPY is green but MSFT, GOOG and META are drilling. How fucking original. LMAO🤌

Jerikolol

im fine bagholding MSFT for 12-18 months. Its like buying GOOG last year at the 150s, it was a 'dead shit stock, fukk sundar' , and look at them now. And MSFT ER have been good so far, so eventually, the market will reward it. But yea, prolly not anytime soon. Thats life

_hopkins

Suddenly GOOG realized it’s not a bitch?

_hopkins

I can’t believe I am getting dicked around by AAPL and GOOG

Panthera__Tigris

GOOG, MSFT, AMZN, META are the ones who print money already. Then own the internet and modern tech. They are the ones using their massive profits to buy chips from NVDA, AVGO, MU etc. Right now, the market is worried that they are spending too much on capex. Well, they can slow down their capex and they will be fine while the chip guys will get fucked. Azure is growing revenue at 40%, Google cloud at 63%. Thats real money. I am fucking buying. Luckily, I was 80% cash after booking profits on MU and SK Hyunix etc. Now I am buying up these guys. Down to 45% cash today.

Initial_Ad_9250

GOOG bols today >!I dumped my bags!< https://preview.redd.it/0y8htl7zdo6h1.jpeg?width=581&format=pjpg&auto=webp&s=0cdc5d8ba23e429e0861344f3477f5ef6265da72

rosstafarien

Nobody is ignoring it, but the dilution is less than 2% of current valuation. Right now, GOOG is down ~15% from recent highs.

Initial_Ad_9250

A GOOG V would be so christian (or islamic all gods welcome) mayne . Come on please

Initial_Ad_9250

How low will GOOG go my dudes

IHadTacosYesterday

When the share price drops, the PE will drop along with it. There's two ways a PE drops in price: 1. A company increases it's earnings. You'll see this right after a company releases really good earnings. Even if the price of the stock doesn't do anything, the PE will go down. 2. When a share price starts falling, the P/E can't help but fall with it. For example, if NVDA's price got chopped in half right now, so would the P/E. P/E is price to earnings, so if the price got chopped in half, but nothing else changed, the P/E would also have to chop in half. The reason why I was telling you that NVDA could be a good buy with it's P/E being lower is that I think it will eventually return to a 44-ish or so P/E, which would be P/E expansion, or "multiple" expansion, which basically means investors would start valuing it more and the share price would have to move accordingly. The problem is, none of this is happening in a vacuum. There's other "macro" pressures that are going on right now. Because of the stupid high gas prices, inflation is going to seep into almost everything. Think of every product or service related to trucks/delivery/driving, anything like that. It affects almost everything, so we're heading for a high inflation environment. The problem with high inflation is that the Federal Reserve has two huge mandates. Keep inflation under control as well as unemployment. If inflation starts going wildly out of control, which is starting to happen right now, then the Fed has no choice but to raise rates. The stock market hates when the fed raises rates. The reason that the market is dumping a bit right now is for several reasons. Tensions from the Iran War and straight of Hormuz, which is mostly just because of the inflation that it's causing. Overall inflation, and then also all these massive IPO's that are happening. Some dumbos are pulling money out of other stocks to buy Space X (I personally think this is a huge mistake, but whatevs). All this pressure to get cash for Space X means people have to sell other stuff to get the money to go into Space X. The same thing is going to happen with Anthropic and Open AI. So, you're going to have these liquidity events, on top of crazy high inflation. But you also have midterms coming up. The elections in November. Trump might get impeached if Dems control both the Senate and House. Anyways... Lots of drama. If I was in your situation, I'd keep my eyes on two stocks. NVDA and GOOG. I don't think I'd buy NVDA above $185 in this current climate right now. As for GOOG, I'm personally waiting for $329 or less. Theoretically, if you bought NVDA at $185 or below, I think you could be looking at that $185 going to about $249 or something when inflation cools down and the market starts going more risk on. GOOG could go from $329 to $429, or at least $329 to $395. I also think both companies are solid companies that aren't going bankrupt any time soon. Both do have some serious risk. But risk worth taking imo. The big risk for NVDA is when all the huge, massive companies start buying less of their chips. The party will be over for NVDA and it will drop quite a bit. Probably get chopped in half. Thing is, I don't see this happen for at least 18 months. The risk with Google is just more fear around AI and search. Also, there's fear about Google going into debt and spending way too much on their capex. I think Google will be just fine. Broadcom is another one that's starting to get to oversold territory too. I like it more below $340.

SteakEater137

Intel, an unprofitable company with a 100 forward PE, is +5% on a day where NVDA, GOOG, APPL, META, and AMZN are all red. The market is prioritizing companies with little or no earning. Incredible.

Boomsticks

Wtaf is happening with $GOOG

DowntownChildhood648

its GOOG

Brigantius

GOOG was the only stock that held up in my port and now everything is gone.

Bilbo_Butthole

Lmao you retards said the same thing with GOOG, AMD, etc. Keep buying at the top lol

refrigeratorsHD

When bite GOOG

Dill4365

Whats GOOG's issue this week

plumpypenguin

GOOG belongs in the pink sheets

JellyfishFestival

GOOG can probably give you those

Stop_The_Rain

WTF is up with GOOG... it's dying!

zachuwf

I’m buying tf out of GOOG at these prices

SangerGRBY

whats up with GOOG?

1098duc_w_the_termi

They want manageable inflation lmao. They’ll have a lot of growth available once they start putting in protectionist policies in place against Chinese and American tech companies. They’ve already started against social media platforms and GOOG for example.

PrthReddits

Idk META GOOG MSFT cheap and bleeding fcf but semis and infra like crdo nbis etc are so over extended man

rdw0680

Feels like GOOG decided to call the market top.

1098duc_w_the_termi

Let me paint a picture for bears: SpaceX goes up 40% on its IPO (tiny float and 4x oversubscribed) GOOG rallies post share issuance Anthropic rallies 50% on IPO (probably even more oversubscribed and currently a 10%ish estimated float) OpenAI (because of the priors) jumps 15% Market at all time highs by year end SPY 800

Tim_Apple_938

No, not all of that is true for Amazon. Amazoms custom chip strategy is better than MSFT Maia and META MTIA, but it is far worse than Google’s TPU which is a true competitor to Nvidia on bleeding edge of ai chip. Amazon also does not have a contending application layer play. In the scenario you talk about (the labs imploding), that would mean their apps are not dominant nor have a chance to be. also far more likely MSFT gets OpenAI, and GOOG gets Anthropic (just base on TPU deals and also that GOOG is a legit AI company full stack). GOOG and AMZN both own huge pieces of ant so it might be a showdown for who gets it tho.

Tim_Apple_938

Google is a strong contender at every layer of the stack \- application: Gemini App is very obviously gonna overtake ChatGPT app. \- model: Gemini 3 was SOTA on every category when it came out 6 months ago. Very obviously 3.5 pro will be a banger \- cloud: GCP has the most compute and the best margins \- chips: TPU is arguably better than GPU which is why Anthropic is betting their future on it For agentic coding, GOOG the company will win in nearly every outcome with the sole exception of it ChatGPT codex wins it all. For example, if it comes to price wars and commoditized models, no one can beat GCP inference. obv if the new Gemini pro is SOTA, that’s self explanatory If Anthropic wins tho and premium model is the business, GCP wins and market gives TPU and nvidia valuation. Ironically this last one (ant win coding and TPU revenue goes parabolic) is what would give Google the highest market cap. Nvidia is worth nearly 5x the extremely overpriced frontier labs.

tydiggityy

Thought I would hedge my GOOG calls with spy puts but now realising this just isn't for me

_hopkins

What is going on with GOOG last month. So shitty. Out of steam?

Conscious-Ad9076

Finally made a decent amount from rocketlab and asts sold at the top of both,bought into MU, Nbis, GOOG, MSFT, APPL and a week later this shit happened, I even told myself I'd wait for a crash, nope couldn't ficking wait, the impatient asshole I am.

Fhyzikz

I bought GOOG at the tariff lows and sold after it recovered $20 and I thought I was a genius. Did a similar thing with MU. Was in for 200 shares at $98 and sold at $120 and thought I was a genius a 2nd time lol

MrDee97

Warren Buffet gonna fire some people, his replacements bought GOOG at the top while he was hoarding cash

Mountain-Raise7012

Calls for RDDT, GOOG, TSLA, SPY. Amen!

Beneficial-Age-9293

In the last couple of months we had a big handful of stocks doing 200%+ and now nobody wants to own a MSFT, APPL, GOOG, doing 15% a year because "they're spending too much on AI", like thats a bad thing.

ArticleTerrible7621

GOOG and ORCL are raising, who are gonna scale back?

KeyInstruction641

*Delay for Sam to get there first? Remember SPCX is the biggest ever. ORCL, GOOG already diluting. Soon every insanely valued tech stock from SNDK & STX to MU and AMD are going to be lining up for Muppet money.*

tydiggityy

Is ORCL raising funding bullish for GOOG?

WSBPleb

Old man Buffett accumulated cash, waiting because he knew opportunities were coming. His successor decided to YOLO 10B on GOOG at the tippy top 🤣

Neader

You too GOOG?

Anzel731

Still too early for GOOG calls ?

Ok-Nose29

GOOG $330 AVGO $350 MU $750 NVDA $190 Come closer to me children

Lower_Skin_3683

yep and meta is thinging about as share dilution as well GOOG was first though lol

Neader

Ok sold a MSFT call for a GOOG call so watch GOOG fall even more now sorry y'all

Lower_Skin_3683

GOOG and META share dilution was a signal as well

fish_

GOOG is supremely gay, i told myself id hold my calls until july and i lasted about 3 days before i sold.  back to NBIS and MRVL

_hopkins

Any GOOG news for its being so down today?

M00NFAC3_69

NVDA and GOOG are probably solid, but the macro will probably keep things dampened for a bit.

_hopkins

Thank you GOOG for ruining my day

Fhyzikz

I don't understand the stock market at all. Trying to predict how much money a company will make? But why? Who cares if GOOG makes more money than MSFT and why should that affect the stock price? This would only matter if every stock traded at the same multiple and metrics but they don't. What makes a stock more valuable than another is just what the next retard will pay you for it

isolated-cat

looking forward to buying GOOG at 300 in a month

Superb_Barnacle_4893

This hyper-bear take is such an entertaining extreme take, let’s break this down rationally. Search still dominates global market share by a massive margin, their AI stack Gemini is scaling into enterprise cloud subscriptions steadily, YouTube ad revenue remains resilient through ad cycles, Android owns most global mobile OS market. Massive cash pile + consistent positive FCF is not a weakness—it’s dry powder for AI CAPEX and share buybacks. A single month’s pullback never rewrites a company’s core moat. I ran a full DCF valuation for GOOG last week mapping AI revenue ramp-ups. DM me if you want to compare model assumptions.

TranslatorRoyal1016

GOOG is more resilient than spy itself. Are you high?

Rav_3d

GOOG pulled back near the prior all-time high and 50-day moving average. Standard, expected behavior for stocks in uptrends. Love it when a stock acts perfectly normally and people call for the end of the world. Everyone wants a pullback until they come.

Prestigious_Key1755

I am bag holding SPY, QQQ, GOOG and NOW on margin. But it’s all shares. 

OkSoActuallyYes

If you make half of your portfolio great long-term holds, like GOOG and perhaps AMNZ or a couple good ETFs, it’ll help you not worry so much about the other stocks that are more turbulent or risky. So when you check your account in a few years, you’ll see that those long-term holds still kept you growing while the riskier plays had whatever results they had.

Harp-Note

Lemme guess. GOOG 400c?

Jerikolol

Remember all this started cuz of GOOG and their fucking share dilution shit. it wasnt even AVGO with his last year's ER speech n shit. FUK U SUNDAR U RUINED MY LIFE

PandaDuckMonster

So let me guess how the market will react to this: Apple is wasting cap ex on AI. Appl goes down. Nvdia is getting money from Apple, but AI is a bubble, so NVDA goes down.  Google and is part of the AI bubble, but it isn't NVDA, so GOOG will go up. 

confused_teabagger

GOOG is close

music_is_gud

Calls on GOOG

IronConviction

GOOG AMZN MSFT NVDA all juicy here but market is fuk. All cash until this pullback is complete

IvoryTowerResident

i mean even GOOG is diluting

WordsHappenedHere

Part of the selling now is precisely because of that supply that will hit the market. There are also a large number of treasury auctions this week. Combined with all the capital raised by GOOG, META, SMCI and others it’s creating sort of a liquidity drain. Money managers need funds to allocate to SpaceX. It’s going into Nasdaq 100 and it’s already over allocated. Meaning there isn’t enough supply for them before it trades publicly. Many funds will be forced to buy it in the open market. They don’t know how much they need. Profit taking has been coming mostly from the biggest performers ytd. And that is semis. Once the SpaceX IPO clears and we see the market reaction, it should calm markets. Both because the supply has been absorbed but also because it will be a tail wind for sentiment. If it fails badly, expect more weakness in markets.

Vlisa

If these companies see that GOOG isn't punished for diluting what is to stop other's from diluting for "AI"? It's free retail liquidity.

GetCashQuitJob

I hope everyone had fun today. I'm not selling my VOO. I rotated GOOG into IBOT. I'm ready to ride it up or down.