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
“Little to no revenue”. Bro have you even looked at earnings? TSM just posted 58% yoy growth. MU is about to post 900% growth lmao. GOOG, MSFT, META, NVDA, all still growing. Fintech stocks are growing 50%-100% yoy. Even fucking reddit is growing at an insane speed. If you think some random AI shit stock like allbirds is going to zero than I’m with you, but if you’re sitting on the sideline thinking companies aren’t posting insane revenue you’re quite literally a dumbass. Is AI spend eventually going to slow down? Yeah of course. Is it going to happen anytime soon? No. So why sit on the sidelines and miss out on a generational opportunity
With you deep on HOOD & GOOG; Godspeed
Not financial advice. But if you were I’d do this: Put that 5k into a June 2027 or Jan 2028 expiration call option, also known as a LEAPS, on a good mag 7 stock (think GOOG, MSFT, NVDA,AMZN). Do that, and delete the app for 12 months - come back in before expiration and sell. Forget about the market in the interim. Focus on your education and career and keep saving money into a bank savings account - not a brokerage account. The leaps give you adequate upside if the market goes higher from here while you invest in yourself and build a cash reserve. Please learn how equity research works and how valuations are done if you want ultimate success in the investing game. If you decide to get back to the investing game again, open another account at a legit brokerage and stick to a strict IPS or rule book whatever you want to call it on sizing, allocation, positioning, idea generation process, dd requirements and so on. You can afford to lose at this age, you didn’t lose a ton of money and instead learned a lesson on position sizing and emotional trading. Make sure you actually learn something from it and avoid the same mistakes. Also, you need to understand we are in a bull market. Things are expensive, and I can almost be certain a big 2008 level crash will happen at some point in your life time. So make sure to hold more cash in the bank and don’t get into debt. When that collapse happens, the ones who have cash to buy the dip end up becoming warren buffet. Good luck!
Fuck I think I’ll be regretting not full porting into GOOG at $275 a few days ago for the rest of my life. Fuck fuck fuck
I had bought GOOG 330 calls back before last earnings. Was down over 90%. Now only 50% let's goooo
You mean like which stocks? I'd say normal popular tickers: GOOG, MU, AMD, GLW, EWY, RKLB, etc.
Bot farm spamming it all over reddit? [https://www.reddit.com/r/GOOG\_Stock/comments/1smfv12/that\_google\_trade\_felt\_way\_too\_clean/](https://www.reddit.com/r/GOOG_Stock/comments/1smfv12/that_google_trade_felt_way_too_clean/)
Sounds simple, but it worked for me: I use Apple and Google every day, and I drink Starbucks pretty much all the time. Yeah, it’s not the best coffee in the world, but hey, their Misto hits the spot. I also use Reddit a lot, so I’m long on RDDT too. Those are just some of the long positions I’ve held for years. For me, AAPL is up 520%, GOOG is up 125%, and Starbucks is up 240% over the years. And I own RDDT since their IPO at 34$ today at $157-ish.
Trimming your gain is a thing, but i would only do that if you think the growth of a company is slowing and you're putting it directly back into another asset you think has more room to grow. Trimming just to pull out of the market to hold cash and wait for dips is a gamble that might not pay out more than if you just left that money in the initial proven asset. Personally, I captured the rise of GOOG last year and have been considering trimming it to add to my AMZN position, but even in this scenario I'm hesitant, especially after days like today where both stocks were up 3%+. I think GOOG still has room to run more on the short term, while AMZN is a longer term position that i have more time to build (hopefully).
I don't take profits. I prefer the long game and to let it grow, because cash is constantly losing value from inflation, and the benefits of bigger dividends by leaving in as much as possible. I was under contract to buy a home in January, but it fell through. I said YOLO, and put the down payment money back into the market (GOOG & VTSAX) while I searched for another house I liked. Yes, I know this is dangerous, but I did not anticipate King Orange to do some ultra unconstitutional whack shit that'd crater the global markets. Two or three weeks ago, I was sure I'd need to sell and eat the losses ahead of a new closing date, because it didn't look like it'd be coming back in time for me to safely exit. Fortunately we've been on a tear the last week or so, so I'm actually up on my positions, and closed out what I need for the down payment and related expenses, but it was looking spicy for a minute. UNH, which I'd been bag holding since October had a $30+ day on some Medicare news and I said I'm done with this bitch 😂 I didn't have the reserves to buy the dip this time (because house), but I did very well during COVID. But, I am holding GOOG long term, will be interesting to see what the SpaceX IPO does to it.
i'm not buying puts, it lost me too much money betting against this bs. Long on GOOG, COST, XOM
Whenever corporations increase monthly subscription prices, it pisses me the fuck off. Fuck you NFLX GOOG AMZN
I will not paperhand QBTS like I did HOOD, VRT, GSAT and GOOG.
Thanks Gemini GOOG calls
Well I maxed my ROTH a few weeks ago and put it all in GOOG and that’s gone up a decent amount in the last week. I’m mainly invested in VTI, NBIS, CHPY, and AVUV.
It will it will, trust the process. And also look at blue chip tech AMZN, GOOG, INTL, and MSFT all look like great buys even at this level. Not financial advice though and I’m also still slightly bearish long term. If SPY hits 702 tomorrow I gotchu on a Wendy’s frosty
I bought puts on GOOG because this headline pissed me off. ‘GOOG rises 3.5% because Citi raised the price target from $390 to $405.’
I sold GOOG at $168 then went to $330 I sold META at $90 then went to $700 I sold NBIS at $20 then went to $160 Currently holding MSFT
i cant speak for others but as for me, i opened position in microsoft and google recently mainly due to anthropics. Anthropics is the next big thing and there is no way to invest into it before ipo other than a couple of ways: 1) pre ipo investing from HIIVE and other similar sites. I dont like this because you have a 90 day lock up and risk dilution or dumping by retail 2) Ark venture fund, i dont like this because it is mixed with other pre ipo stuff. but i have to say it has been on a bull run none stop so i might consider a small position here 3) this is the path i have taken which is to buy QQQ, MSFT, GOOG, and AMZN stocks/etf. this is because Anthropics is highly expected to included into the qqq shortly after IPO. also those other 3 companies either partnered or working with anthropics so investing in those companies is indirectly investing into Anthropics.
GOOG has me about to bust, glad I doubled down
Don't need more Big Tech exposure. I'm already holding GOOG as my largest position. That's my take at least.
You know the market is green asf when the flattest stocks (NVDA, GOOG) pump too
GOOG and MSFT being up 5% in 2 days was not on my bingo card.
Bruh. As soon as my GOOG stops pumping, AMZN picks right back up where it left off. Insane market for insane people
$GOOG, are you okay? You’ve been erect for more than 4 hours
Holy fuck $GOOG I got greedy and bought back in and am up 100% almost immediately. The candle to end all fucking candles. Jesus
Was going to throw a short on GOOG 20 minutes ago but had to take a 💩 thank you 💩
dayum what is GOOG on?! I was about to sell but that green Shrek dick just now..
Can't wait to get out of GOOG... just 1% more...
AI tide is shifting toward AI software implementation and execution in Gov & private enterprises: AMZN, PLTR, GOOG, ORCL, Anthropic, and OpenAI will benefit big time
I'd bucket SNDK separately because the risk there is demand cycle, not mega cap crowding. For TSLA and GOOG, I care less about raw concentration and more about how much upside still depends on multiple expansion and AI expectations. Once that starts driving the thesis, I cut size.
PLTR down a lot and has lots of room to grow, GOOG as well could easily be a 4-500 stock.
I lost so much money on GOOG calls at that time.
Reminder: GOOG was below 300, AMZN was below 200 & you didn’t long
April 29 is my judgement day. Entire port is in GOOG and MSFt
guess it's time for me to full port GOOG calls
I just built a big beautiful stock picker!!! Guaranteed better than crayon charts. 1st bubble you pop will blow your port, 3rd bubble you pop will 2x your port. If you hit CUCK, please put fries in the bag and try again!! >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!< >!NVDA!< >!TSLA!< >!GOOG!< >!HOOD!< >!SPY!< >!AMD!< >!META!< >!MSTR!< >!CUCK!< >!SMCI!<
The worst part about mostly dealing in SPY and GOOG is that I never get to join a community. It's just money money money.
So much negativity bias in the 24h news cycle around the war that ppl forgetting AI bull run part 3 is happening despite negative sentiment in macro and geopolitical. If NVDA was 130/share tell me you wouldn't buy. If AMZN dipped under 160 again tell me you wouldn't buy. If GOOG dipped to 200 people would take out a second mortgage to buy. The AI promise is FOMO Crack for investors and until hard, irrefutable evidence that it isn't the way of the future comes out bull run it is because mag7 are big enough to carry the market and since the outcomes are unknown people will hold. Markets can't dump if people hold.
It's just never seen the multiples in its price that the other tech stocks saw when they reached the 1-1.5 T valuation. MSFT, GOOG have each split and have a much higher valuation...even stocks like Chipotle get bigger numbers from Wall Street. META has to work harder for the stock price boost.
The data is actually crazy though. The app has such a large user base that ads have more reach and the thing is they actually work at selling the products. Clicks equate to purchases at a pretty high level. Wall Street hates Meta so it will likely never do too well or get into a split situation like GOOG but I do think it's a pretty low price considering.
Eeerythin so green... Seriously fuck... stupid bears had me thinking stuff will drop so I am stuck with useless ass cash and I missed the dip. I'll probably get some GOOG, SNDK, MU... or ole faithful NVDA
Yea GOOG is my biggest go to currently. Timeline is realistically 15-20 years, I’m only in my late 30s.
MSFT feels a lot like GOOG last year
That does not explain why current stock market valuations are somehow wrong. What *should* the price of a share of AAPL or GOOG be?
Depending on your time line I would go GOOG.
Anyone else buying MSFT like there's no tomorrow? I am even considering selling my META shares to buy more. Cost on MSFT is $395 and META is $595. I'm a bit skeptical on the social media addiction lawsuit still and MSFT seems to be cheaper based compared to its history, barely above Liberation Day max fear levels while META is still a good amount above those levels. I also have 5x the amount of MSFT as I do META so maybe I just wait it out but I'm not trying to miss a great opportunity. It's looking a lot like GOOG did last year so I'm just heavily considering trimming even my good holds for it since it's still this cheap. Should I wait for upcoming earnings? Do nothing? Obviously not asking for like real financial advice but just curious how others are moving. I poured in almost $40k into MSFT the last two months, I don't see really anything else that's as cheap with what is likely barely any risk attached. But I know now that I typed this out I'll probably eat my words on that's statement haha.
I did the same thing after Liberation Day, and realize in retrospect that there were still lucrative opportunities in American stocks (GOOG, AVGO, MU, SNDK).
I mean the valuation of Telsa at 320P/E puts it over 10 times higher than the average of the rest of the mag 7 that all basically print cash, SpaceX at 2 Trillion based on its reported 2025 profit of 8 billion puts it at 250P/E. I will agree 30 billion is too low but do you genuinely believe SpaceX and Tesla combined are worth as much at GOOG or NVDA? If both Tesla and SpaceX correct to 50 forward P/E (still 50% higher than the worst of the remaining Mag 6) that puts him under 200 billion.
Hey bears. Learn from the past 17 times this has happened. You desperately need to well time your puts and exits, and that you should NOT hold overnight. I will be buying the dip. Not a lot, but a little every day. Especially my favorites. MRVL, LITE, ALAB, AMAT, COHR, GOOG, AMZN, AMD, AVGO, and more. You do you. You may make a buck, but when it reverses I'm going to make 3 bucks.
OK I‘ll carry on doing things slow and steady. Still lots on my shopping list…CDE, GOOG, HOG, PFE, GE, WDC…seems fast money not so clever. Thx for the guidance.
LinkedIn isn't dying. It's the new facebook. Folks keep saying gaming sucks or that it's dying and yet the revenues keep growing. You can say windows sucks but folks still use it. Only retards would expect 11 to be anything but ass [since it's written law that MS has to make at least 1 version suck giga ass before giving us a good version.](https://metanophilia.wordpress.com/wp-content/uploads/2015/08/microsoft-good-bad-cycle.jpg) Cloud is facing competition and OpenAI investment isn't turning out well. I think those are the main reasons why MSFT is down>30% despite being on top and bottom lines in Q4. But like I said. I think it's like the GOOG selloff last year where folks were acting like it's cooked. I couldn't buy cause I have a huge exposure to GOOG already. Ain't missing the same boat twice so I'm on the MSFT train even though I'm also on GOOG. Feel free to invest your way though.
When I bought GOOG at 180, everyone was dooming on how ChatGPT is going to destroy it, and Im like, bro, it needs to be at 300, for a company of this size, not being at 300 is just free money. so many people were convivence it was going down. And then once it hit 300, Maybe step back abit since we're at the height of the AI bubble? Nah, you start seeing pump post everywhere.
How cooked are my GOOG $335 May 15 CCs?
They will be priced for perfection when they ipo. I doubt AI itself can have more hype. Plus local llms will demolish everyone besides GOOG.
It's less about the money and more about the journey. I would know, I'm balls deep in GOOG with my 315k "investment". If I blow up, then I blow up.
This is kind of why professional buy side invest in millions into the process. The process itself often is more important than the individual portfolio managers. Fundamentally: “how do you measure the story?” Like you’re buy GOOG on AI? What part of this statement would in theory translate to value add to Google? Ultimately it needs to boil down to something simple and repeatable. Ideas and actions is often made into metrics so its objective and trackable (systematically tracking). maybe it’s not any value added metrics but momentum then what’s your metric of AI wave is slowing down? Implementable by retail? Probably not…at least not in any robust way. Data is expensive and data vendors have monopolies in their own datasets. Best we can do is either stale data or market data.
No. Wait 5 more years. Hyperscalers buying power 5 years out? GOOG, META committing to chips until 2031? AI companies with all time record revenue growth speed? Sit on the sideline and watch, but the bubble isn't popping for many years and only if there isn't profits. And I'm not talking about the armchair quarterbacks claiming there won't be, actual GAAP profits.**
This is actually the best advice. Don’t sell winners—much better to lose relatively small profits if things go south than miss out on massive gains from sitting and holding. My net worth would be triple what it is now if I’d simply held onto my basket from 15 yrs ago, which I thought I killed merely by doubling what now would be a small investment for me (TSLA, GOOG, MSFT). Bottom line: BUY AND HOLD YOUR WINNERS. SELL ONLY WHEN YOU NEED THE MONEY OR THINK THERE’S A BETTER PLAY TO ROTATE INTO. Invest new money in other stocks or accumulate more of your winners.
Market narratives shift constantly, and consensus views are often unreliable indicators of long-term winners. In 2022, for instance, I was accumulating GOOG at an average price of around $116 per share, when the prevailing sentiment suggested Google was falling behind in AI and that ChatGPT posed a serious threat to its core search business. Around the same time, META traded down to roughly 12x earnings, albeit for different reasons. These examples reinforce that valuation metrics like P/E, while useful, are far from definitive. Today, there’s a strong narrative positioning GOOGL and AMZN as clear AI winners, but that confidence may simply reflect the current phase of market sentiment rather than a durable reality. Consensus often lags and tends to reverse over time. When evaluating companies like ADBE, I find it more useful to look past surface-level narratives and focus on the underlying technology. A key question is how easily AI agents can replicate the core functions of these platforms. If tasks traditionally performed using tools like Adobe’s suite can instead be handled through prompting or automated workflows, that points to a higher risk of disruption. Looking at it this way can provide better insight into which companies are likely to maintain a competitive edge versus those that may face AI-driven commoditization. Personally, I tend to evaluate stocks starting with the strength and defensibility of the underlying technology. Strong financials then serve as a backstop helping filter out companies that may be technologically interesting but lack the durability to survive. Ultimately, fundamentals tend to assert themselves over time.
There is always a bear case and everytime whatever stock is surrounded by pessismism rocks back up and does a x2-3. META, AMD, GOOG etc. MSFT will be no different.
It's getting harder, that's for sure! Lots of moving parts. My best advice is: Don't do it alone. Find an advisor, a partner, or a small group. Also, if you generalize your strategy it will be easier for you to decide \*why\* you are holding a stock. Take GOOG for example, you like them because they are a large and diverse tech company. That's a decent enough reason to hold right now. Are you more interested in the services they provide, or the infrastructure they're building? I hold some for the latter reason (as well as their quantum ambitions)
This was GOOG last year with a multiple in the mid teens
Haha right, space stocks are probably the only things in my portfolio that I genuinely care about and enjoy. My other stocks (GOOG,AMD,etc) I don’t care much for, I just see them as a tool.
Bagholder spotted. Sell it, sell it, you coward! /s More seriously, eh, MSFT leadership is mediocrity personified. No vision other than enshittification and trying to ride AI's coattails. Compare that to GOOG, who actually has research contributions to AI, its own AI software and hardware, diverse bets like Waymo, and so forth. It's very possible that Windows and Office are one AI app away from irrelevancy (don't need any other software for basic purposes). Claude turning into Office/Windows is the next logical step beyond coding, if Dario has any business sense, which he admittedly might not. And I don't even buy into all the AGI hype. Plus there's the risk of the AI bubble imploding. MSFT makes Maia or whatever but that's not nearly as developed as GOOG's TPUs ecosystem and vertical integration. GOOG is more sheltered from an AI implosion that MSFT. So if AI hype is real, Windows and Office are obsolete. If AI hype is fake, MSFT is left with a popping bubble. MSFT will always be around but the risk of turning into IBM and stagnating is very real.
I think in simple terms, it’s not simple to predict future profits but that’s what it’s all about… for me personally, I’ve bought 5% of my portfolio is now MSFT and I feel pretty good about it. GOOG, however, is now 20% of my portfolio, I bought it mostly when it was around $280 about 1-2 weeks ago.
Agreed, loaded up on GOOG at $160. Started buying MSFT at $360 and have been continuing to buy
The whole reason France is moving off of MSFT is to get away from US tech companies. Switching to GOOG would not achieve that goal. Also, Google sheets is only good for basic spreadsheets. The moment you need to do any sort of analysis/modeling, Google sheets fails and Excel becomes needed.
MSFT being this low reminds me of GOOG at $146 a year ago. Shits gonna rip one of these days
How will oil impact NVDA or GOOG. If you're buying something to bet the oil trade, it isnt QQQ.
MSFT could only pump 3.7% from its lows while GOOG pumped 16%. MSFT also is still down 32% from ATHS while GOOG is now only 7%. Shit stock
Me: *shoots myself in the foot.* My foot: *hurts like hell.* Me: "Can this foot pain stop? I'm really tired of this shit!" Moral: No use crying when the genie is out of the toothpaste tube and you've unbaked the dye that can't be unrung. Positions: BRKB, GOOG, MNST
You probably just missed the boat. Made 6 figures with GOOG in the past year.
The real wrinkle brain play here isn't buying the shovels like NVDA or GOOG. That's too obvious. If this thing is actually scaring the Feds, the
I think this can be a very good strategy. My own rule is that I don't want to invest in something I don't understand. I'm not buying stocks; I'm buying companies. If I don't feel like I have a deep understanding of the industry, I might as well just put it in an index fund. Like you, I've worked in the tech sector all my life. This is the world I live and breathe. So I understand the players and the market. There are very few sectors in the economy that I can say that about. My only critique is that I'd want to see you a little more diversified. I recognize that sometimes taking big risks means big rewards, making a $660K bet on GOOG or a $1.1M bet on MSFT is IMHO simply too much concentration for me. While it hasn't proved to be terminal for them--so far--every company might only be one step away from an SMCI situation.
EVERYONE FREAK THE FUCK OUT AND PANIC. It’s time for my weekly GOOG dca.
EVERYONE FREAK THE FUCK OUT AND PANIC. It’s time for my weekly GOOG dca.
>Obvious plays seem like anything Anthropic related ( Chips & clouds), $AMZN $GOOG +20% from here imo. What do you mean by this?
Nah, it's not as cheap as GOOG was, and GOOG had being the AI leader going for it which wasn't priced in until recently. Meanwhile, MSFT has heavy exposure to OpenAI which is eventually going tits up. MSFT's Windows/Azure moat will keep it going, but so much of it is tied into OpenAI and it is in no way obviously underpriced now.
such weird price action comparing MSFT and TSLA vs GOOG and META. This is the most lopsided market recovery I have seen
I wish I held my GOOG shares instead of offloading them at $225 like a paranoid dumby. Not making that mistake again with this one haha.
safe to say $300 $AMZN calls? the $GOOG of 2026
I think the issue with MSFT is that there are so many more compelling stocks to pick. I know it’s relatively cheap compared to competitors, but who really expects MSFT to outperform GOOG over the next decade?
>GOOG faces a potential avalanche of addiction lawsuits after a plantiff successfully sued for addiction. >Rising energy costs will increase GOOG's operating costs >GOOG is forced to spend hundreds of Billions on CAPEX on AI just to remain relevant(providing AI services like Gemini to users at no extra cost and without ads) >Rising HBM and chip prices are likely to reduce GOOG's return on invested capital. >Ad revenue growth has depended on increased ad density(more ads experienced by users), rather than organic growth in engagement, both across YouTube and Do you realize those points also apply to OpenAI an Anthropic? Do you realize that Alphabet has several other highly profitable segments that are helping to fund their AI initiatives which OpenAI and Anthropic do not have?
NVDA a great hold for the long haul. They will continue to innovate and dominate the market. Was in and out of it many times a long time ago. Buy any dips on it if you are into individual stocks. Seen many bubbles. They never pop when everyone is saying they are going to pop. They pop when everyone is saying buy and everybody and their mother are buying stocks that never had in past. Then BAM down 20% quick. Most people sell when down 20% swearing off stocks only to see them go back up then they buy again out of FOMO. Classic buy high sell low. For years I have been diversifying via ETFs across Intl, US stocks, gold, bonds and real estate. Up 6% YTD and up 35% for last 12 months. Granted I did buy a few individual stocks for a quick hit and run because the instant discount was to good to miss when Trump put on the tariffs last year in NVDA, GOOG, and TSLA. Made quick cash sold them and back to my diversification. Old habits die hard but the discounts were unreal. No guarantee of losing money though with diversification. When war started everything went down. Held on though and up for year.
I thought the market was pivoting out of tech for now. Took some profits on MFST and GOOG. Not sure what the next move is. Bought some energy and sitting on cash looking for the next play. a
Im a buyer or MSFT here but its at a 23 PE and I think GOOG was like 16?
MSFT feels like GOOG last year after tariffs. Lagging behind others in its recovery and already pretty beat down regardless. Maybe not as much upside here but I do feel like it’s a pretty safe bet where the reward potential far outweighs risk.
> The "leakage" isn't necessarily a loss of revenue for Google yet. By keeping users on the search page with AI answers, Google is actually increasing its ad density. The increase in ad density is just displaying more ads per query/longer ads on YouTube, not increased engagement. The issue is that users expect faster info now. Whereas before people would willingly perform 5-10 queries to get what they want, they now expect either a single query/AI overview, or a tool like ChatGPT/Gemini. This forces Google to stuff more ads into a single page view to maintain ad sales. >The $100B projection for OpenAI is an internal "stretch goal." While they reached $100M in annualized ad revenue shortly after launch, competing with Google's decades-old "AdWords" ecosystem (millions of small-to-medium businesses) is a massive execution hurdle for a research-first company like OpenAI. They have beaten all of their past estimates so far, IMO their $100 Billion number is conservative. GOOG does $200 Billion a year in ad sales currently. This would only require them to capture a fraction of the market. >Unlike Microsoft and Meta, who are paying "Nvidia tax" (high margins to a middleman), Google designs its own AI chips. This gives them a structural unit-cost advantage that may actually improve their ROIC (Return on Invested Capital) relative to peers over a 5-year horizon. This is false. Microsoft, Meta, and Google all rely on Broadcom for their AI chips. Google does not design their own chips, they license them from Broadcom with some customizations. Google is subject to the same market forces that Microsoft and Meta are. >Microsoft often trades at a premium because of its Enterprise/SaaS stability. If you view Google Cloud as the "new" growth engine (which grew 34% last quarter), a 29x multiple isn't necessarily "dinosaur" territory—it’s a growth multiple. Google cloud's growth is cyclical. AI hyperscalers are only using Google Cloud because their competitors(AWS/Azure) lack capacity. Once the compute shortage is mitigated, they will consolidate resources back to Azure/AWS which offers a superior platform.
GOOG's market share statistics are misleading because they force Gemini on users of other products like Android Chrome, Gmail, etc. Very few people actually go out of their way to use Gemini.
Honestly I don't see anything obvious at the moment. Almost anything remotely connected to computing hardware/AI has already skyrocketed. My best guess is probably Microsoft. Their valuation is very conservative for how fast they have been growing earnings. Sure their rollout of Copilot has been disappointing, but they are likely to grow just from increased AI demand and from their stake in OpenAI. But even Microsoft is a low confidence play. Being a megacap limits their upside, and their connection to AI means elevated risk. They also face some of the same risks GOOG does with rising energy prices, rising hardware prices.
"GOOG is a dinosaur company depending on the consistency of consumer habits to remain relevant." . . . Said no one ever (except you). If I put a quarter in your mouth, will your brain turn on?
GOOG was the redheaded step child of the mag7. Now it's MSFT. Leave that poor kid alone!
Not sure you realize how Google has transitioned to using AI in Gemini. It will only improve more and more and with their AI studio and antigravity tool. They are going to dominate the future in AI. Don’t forget Google has been using ai for Gmail and other platforms since early 2000’s just wasn’t the terminology used. I would be all in on GOOG.