Reddit Posts
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.
Metrics for the top 3 show NVDA is incredible at this price
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
It's funny how the hive-mind's favourite stock is always (insert MAG7 that has the best 12 month performance)
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
Mentions
How ironic it would be if GOOG decides to actually dial back AIO as it cannibalizes too much their ad business, which would mean RDDT will get more logged-out users again - but now we close that door. Continously shooting one in the own foot.
GOOG isn’t the same company fundamentally that it once was, FCF is essentially gone they are spending like crazy to fund AI. Your hot take is wild
I asked Gemini what stocks to buy from this downturn and it told me to buy a Dewalt wet-dry vacuum and AirPods. I think this means puts on GOOG.
AI industry run and and lead by historic fraudsters like Amodei, Altman and Elon pushing obvious scams with no hope of ever turning a profit and historic debt traps, using circular financing and creative accounting with NVDA's collusion that would make Theranos, Enron and the original Ponzi blush, and literally the most obvious rug-pull pump and dump IPO plans in history even openly planning to exit and grab F shares on Week 1 just hoping for enough retail regards to get exit liquidity. Except unfortunately even META, GOOG, AMZN, MSFT and of course ORCL have joined in the regardation and lemming-racing and that's all sucked in even the hyperscalers and shovel sellers like CRWV, INTC, AMD and NVDA itself (and even AAPL indirectly) into charging off the same cliff.
Lol this, we took a hit too, fortunately exited most of our earlier positions but still took AI bubble losses and kicking ourselves for not seeing the light sooner. So ridiculous how the AI industry is now sucking in even old Big Tech titans like AMZN, GOOG, META, MSFT and of course ORCL, to the point they seem committed to collective hara-kiri as a business strategy. Or volunteering to be lemmings off the cliff for better analogy. Cut off their own cash cows for sake of massive blind data center capex with not even a hope and a prayer of actually making money, when [the ROI stinks](https://www.apollo.com/wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector), [Americans overwhelmingly hate it](https://futurism.com/artificial-intelligence/americans-turn-against-ai-poll) and China and Europe can just be the mole in whack-a-mole and pop up perpetually [with cheaper](https://finance.yahoo.com/technology/ai/articles/businesses-experimenting-cheaper-chinese-ai-185931713.html) [and](https://enlyft.com/tech/products/mistral-ai) often [better AI options](https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html). Even NVDA, AMD, SPCX, INTC and the other shovel sellers are getting sucked in or already hitting negative cash flow or debt, even AAPL isn't untouched, the memory cost insanity is helping cut it's sales and their earnings don't back up that P/E anymore. The dumbest part is the "leaders" of the industry are such obvious no-profit mass scams for Big Tech to get sucked into, it's like putting together all the biggest hits of financial and business fraud from the Ponzi scheme through Enron and Theranos, complete with circular financing and creative accounting, and hundreds of billions in rising commitments that even the dumbest fantasy math can't ever repay, even with the AGI BS or if they had half the economy. It's basically a cash-burning machine, except Amodei and Altman could give Elizabeth Holmes a run for her money with the latest BS. Putting up an IPO begging for $2 trillion while you have junk bond status, historically massive debt and losses, oh and you alter the IPO rules so you the big insiders can basically unload on Day 1 and most of the rest shortly after, oh and they get the majority F shares so the small fry shareholders can't even steer the company? As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. So Dario and Sam can grab it and run and maybe sell it to the big names. It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.
The crash was an overreaction Why was it so severe? Because it was done on purpose, to induce maximum panic from investors. Why? To get people to sell their shares. Why? So wall street can sccop up all those shares for cheap. So that when the next leg up inveitably happens on GOOG, they'll have much higher profits from those cheap shares they bought That's what I'm saying
Sundar almost sundered my portfolio with GOOG calls
$GOOG own search & Cloud infrastructure & many internal businesses have big cash flow It owns Android operating system installed almost 3 Billion devices globally $GOOG owns \~5% of $SPCX It also owns \~15% of Anthropic It also owns \~85% of Waymo-robotic car Gemini doing great.
I was about to jump on the GOOG and RDDT with my last cash. Both AIs told me I should be good to go...
I already did. GOOG -13% owns a 14% interest in anthropic.
$MMA long - $CAT long - $GOOG long all starting Wednesday - mon+tuesday are heavy down days
I used to be sympathetic and not click on paid search ad results, meaning I’d click on the actual organic result below it. But now I’m clicking the shit out of any Google search ad as I’ve found myself becoming a $GOOG bag holder
Ugh I drunkenly ordered a slice of pizza but I also got a salad and added broccoli so that almost evens out almost like my SPY puts almost making up for my GOOG and MU losses lol
He's all in on GOOG at 340
After GOOG fell so much and even MSFT fell, I KNEW reddit, Intel and Sandisk will also fall no matter the earnings. Yet, I did not take a short position. You did. Good job.
What did Buffet buy GOOG at?
I was about to comment…did he mean to by GOOG?
Reminds me of the days when people held on to AT&T stock, and later YHOO stock when GOOG showed up.
This is not gonna end well. The market won't recover next week after the onslaught today. Worst for GOOG since the street has them pegged as losing search business to AI. The stock can go lower next week.
What you have to realize is that this isn't an opportunity for young people to buy the dip, this is an opportunity for young people to *learn to short*. Your favorites like GOOG, NVDA, and Bitcoin are not going to see new all time highs for many years, if ever.
it's $GOOG , not $NVDA. short dated ITM google calls will be crushed by volatility anyway. it's gonna move sideways for a bit
GOOG is eating reddit alive. Lol first answer to pop up on Google is Reddit that way you don't leave Google. Mastermitlevel shit. Fuck AI slop as if Google is learning from me we're fucked
nah, just GOOG leaps for next year :clifford:
bought STNE and GOOG calls this week. WE FINNA EAT GOOD!!!!
VOO ytd is + 10.59% GOOG ytd is -11.77% : /
Should’ve waited until next week fool. Better price for premiums next week. GOOG going to 265-270 before going up again. 💯🫡🤨
ORCL is a gonna be a bombastic death. GOOG is gonna be a slow, painful one
GOOG is another one in deep shit, for different reasons. The end of the fucking search con is apparent!! No more paying huge for positions in ads. They are behind on AI search
“…while the actual business is as bullish as ever.” Imagine watching GOOG have its worst day ever, erase $500 billion in value in one day, and actually believing this to be true. The audacity to think that you know more than the market. Astounding.
We are using $GOOG search daily day to day life. $GOOG provide free services & monetize by advertising. Now $GOOG search powers by AI-mode, means our search query is more advanced & precise answer, still $GOOG can monetize both, means either plane search or AI-adopted search. Why Algo panic with BigTech earnings? Or month end close the dogs ?
Is this part 2 of that event? LooooL, "bros it's over GOOG search is done bro! the stock is over bro!" *1 year later* "bro wtf, i should've bought"
Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.
I bought a couple GOOG and RDDT today
stuck holding GOOG and NBIS bags. too broke for Red Robin lunch.
Such a stressful week. Ended green. Biggest mistake buying GOOG dip, and it dipped more. Now an investor. Thank Mr market for bountiful ORCL pop or I'd be cooked
I used to be Schwab all the way, but Fidelity is just better. They sweep cash into T-bill equivalents with higher yield, and they let you do full amounts of dollar transactions (i.e. $2,100.59 limit order into GOOG, whereas Schwab just recently added this and only market order). I will say Schwab representatives are much smarter, so maybe that is more worth it for some
I know you from thetagang and appreciate your posts there. Saw similar things about RDDT myself, although I only dipped my toes in with a couple puts. Most of my loss this week has been GOOG tanking, but RDDT, bitcoin, AMZN, and AI stocks all taking a dump hasn't been ideal.
GOOG is trading at like a 14 pe ratio. Do you think it should be even lower?
For GOOG, the antitrust ruling and ad revenue trends are the main things to watch over a one-year hold. RDDT is more speculative, so dig into DAU growth and whether monetization is scaling. What's your thesis on each, or are you mainly looking at price?
I did a month ago, then the bulls got the better of me and decided to rotate them back into GOOG, TQQQ etc before Oct 28 earnings. what a fuckin retard I am
GOOG never really succeeds either. Good company bad stock to own. I’m in since 2024 and I’m underwater on it
GOOG drop yesterday exceeded both 2020 and 08, recording its largest single-day percentage drop ever. This isn't r/bogleheads where we VOO and chill. I think they deserve a little slack for not investing in over-inflated PE low-growth vibes like Walmart, KO, etc.
\> GOOG down YoY \> RDDT being killed by GOOG searches, down 30% \> GOOG buys RDDT, all cash Everyone lives happily ever after.
**BanBet Lost** — /u/DICK_STUCK_IN_COW (1W - 4L, 20%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $293.98 → $330.00 | +12.3% | 2d | Lost |
GOOG or GOOGL does it matter?
GOOG cloud up 103%, Aws up 39%, Azure up 30%. And investors still hate not knowing if spending is going to be profitable?
I understand that you're skeptical, I am too, but I hope for the best for the sake of my GOOG stake...
Warren buffet buying GOOG was top tier
Dude said their entire desk bought the GOOG dip. I'm like fuck....so did I. 😭
Bro, don't put GOOG and "default" on the same headline, you nearly gave me a heart attack this morning.
Oh for sure. Could crash next week, could crash next decade. It's more so reading people writing things like "I'm scared" or whole ass manifesto posts when they've never seen a real drop. (And I own GOOG@318 🤭)
GOOG yes, RDDT absolutely not. Never invest in a company with horrible management. Warren Buffet said it first. And RDDT has horrible management from C-Suite to mods.
GOOG is a boomer stock unless you bought early
GOOG had the worst day in its history yesterday. INTC had its worst day since the 70s. Might've not been the worst day for QQQ but could get a lot worse still.
Just earlier this week you jokers were waxing GOOG like it was the lock of the week. Y’all have been on this “buy the dip” crap all month. Meanwhile the only calls I’ve made this month that haven’t been crushed are on oil ETFs
I completely agree. I Amazing company with a great future. I was just answering the OP question about why the stock was tanking and for that I have a whole parade of people angry at me for simply repeating what GOOG said at the conference call.
I think long term GOOG is in a great position, who knows how this dip is gonna play out, it could take a few quarters as the search situation gets worse. Should be good buying opportunities though.
I think long term GOOG is in a great position, who knows how this dip is gonna play out, it could take a few quarters as the search situation gets worse. Should be good buying opportunities though.
Watch big hedgies announcing they are jumping on GOOG next week
I'm so sorry about GOOG, I added to my position last week for the 1st time since I bought 2 years ago. So naturally.. If I had more, I'd definitely buy some more to bring down my avg again. The core business is still bringing tons of money, they just need to stop bloody spending it for a bit..
The biggest issue with RDDT is mgmt. They got a gold mine in their hands but dont know how to capitalize the potential. If there is change in mgmt with vision and plan, the stock will take off. GOOG is always a buy when it falls, just like the other big techs.
Me and my mem and GOOG bros welcoming our crypto and QQQ bros to warm their hands around our dumpster fire
**BanBet Lost** — /u/Kaeptor (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $281.61 → $300.00 | +6.5% | 1d | Lost |
GOOG January calls?
GOOG return to where you belong. At 400.
Can't wait for RDDT to be acquired by GOOG
Sold a $300 GOOG put expiring end of next week. Take the shares or roll out?
I'm not sure if its hedge funds, but yes, people are selling off other AI plays to free up cash for the Anthropic IPO. If Anthropic has $50-$100B available on day one, thats the entire market cap of some of the neoclouds, so people are dumping stuff like CRWV and IREN for the bigger player. But there's more at play. They aren't dumping NVDA or the hyperscalers en masse. Those are crashing because AI is proving to be a lot of smoke and wrecking the financials of GOOG, MSFT, etc. Google is spending money to destroy its own moat ffs.
No, (some) semis are tanking for the reason all the hyperscalers are doing GOOG, and AMZN are already selling their own chips to make additional revenue. MSFTs own new chips would only service their own needs. Sum that with idle chips already sitting in warehouses, you can do the math. That said, its a combination of factors. The memory guys drop for the slowdown in DC rollout, and the chip semis drop because of increased competition that'll eat into their margins.
I blame Elon, GOOG, Sam Altman and Dario for the last months performance - like it was planned
You know when the headline says "GOOG wipes out 766 Billion" That's my wealth being wiped out too!!!
they did guide the number of loggedin users up tho and that's 80% of the revenue. So like I dont see any issue here. If anything that's kinda obvious number of non-loggedin users going down because people will have to login more. That being said, they have 660M buybacks still left (3B in cash, 660M authorized). It's kinda open-secret that they buyback before insider selling. Eventually it will bounce from shares repurchases alone imo. Plus what better time to buy? Like genuinely this is a great discount. If you are not buying APP/RDDT down 70% from ATH, what are you even buying? INTC and other AI companies are not a bad bet but its still risky I feel like the only dip I'd be interested in buying right now is GOOG
yeah those stinky mfers at GOOG should have known AI would make their search expensive
yes I agree with you, the July earnings call was terrible af. This time I feel like he didnt even try, not really a point anyway it was gonna get sold off regardless. I even said it yesterday (I was "hoping" for -15 and not -30 lol), when a company like GOOG dumps 13%, the entire market has a problem. I had couple leaps and shares that I refuse to sell at 130s, today I sold my hedges to basically 4x my position. I have a little bit of cash still just in case it sees 80s on Monday. \--- yes it has retarded ads but I also find very good ads (for me at least). It's weird how it works. But again I just dont see the ber case. I originally bought because of AI deals, thesis was "wrong", fine. But this shouldnt be double digit imo, I can see it going +10-15% on Monday just based on "oversold". And then we'll see from there. If it goes back to the stupid range 140-160 I make like 400% on March leaps, seems a good bet idk.
GOOG is a buy. I bought for long term hold. It’s a safe play
go to r/GOOG_Stock for a quick laugh
#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾
>I owned GOOG before around $250 but made the mistake of not selling it. If this is how you "invest" then you're going to be far better off just buying the major indices and let them grow over time. How many times will you have to be right on purchase, right on exit, right on re-purchase or new purchase etc etc to have success? I've been in the stock markets for over 25 years. I used to think similar to you. I realized that I was picking same solid companies over and over again to try and buy back in on a dip. But you know what? Many times I was chasing an even higher price point; what if I just kept the shares and kept adding more on downturns? Well instead of getting some 10/20/30 even 40% gains, I'm now sitting on xxx%, and x,xxx% gains. People think the markets crashed, and yet everything I would buy today is still an increase in cost basis. That's how you make real money in the markets because outside of speculative garbage, company growth takes several years to decade plus. Not everyone is successful with individual stocks, but just doing same with index will still make you millions if you start early enough.
GOOG is better buy here. The recovery will be awesome.
AI made the GOOG search too expensive, human don’t know how else to use.
.SPY261102P760 bought at $2 sold @ do not ask, to lazy to screenshot, hey it can be faked so. Its a up and down market, as usual. Psst GOOG is a steal.😁
It happens in stock threads too. Look what OP just slipped into the comment: > I owned GOOG before around $250 but made the mistake of not selling it. *Checks GOOG's stock price:* It's at $278. 😂 Just had to casually slip in that he's not bagholding GOOG. Meanwhile, the stock they don't own, RDDT, is down 30% today. It's funny how it never works the other way around. You never see someone who bought RDDT above $200 showing up to talk about it on days like this. The bagholders just seem to disappear from this sub whenever the stock takes a beating.
SNDK has CXMT concerns, more impressed w SKHY. Fully agree on GOOG and FIX. Market is punishing companies with excessive debt and execution risk. These companies are exceptional at execution and provide crucial bottlenecks (GOOG compute, SKHY massive RAM bottleneck, FIX addresses skilled labor bottleneck) and while I'm not as familiar with Lam, materials is obviously a bottleneck and growth market as well, just further down the supply chain. I have also been a long term enthusiastic TSM shareholder for all the same reasons. The supply chain is still dealing with far more demand than supply.
BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today
I know. What am I thinking? GOOG, even with yesterday's little dip, is only up 11000% since I bought it. In the same time, the SP500 and thus VOO if it existed in 2004, is only up what? About 7000%. How dare google have made me money than the SP500 would have? HOW DARE IT!!!!!!
Yeah wtf is this guy looking at? > The average 12-month price target (PT) for Alphabet Inc. (GOOGL / GOOG) stock ranges from $401.29 to $433.27, depending on the analyst consensus platform
AVGO or GOOG longs? I can only choose 1
Sorry, I hate $GOOG and love $RDDT
GOOG breaking down taking the market with it
A couple of takes on this that boil down to the value in that chart is illusory. It doesn't have to "go" anywhere. If the perception changes and nobody's buying, the price drops until enough investors or speculators think it's hit its corrected price for the new perceived value--all at once--you could say it went into the pockets of those who sold on the way up, but what happened is it essentially disappeared over night, so it "went" out of my pocket into the ether. Second, you or I could have exited NVDA/GOOG, etc. and got our entire value out beforehand. The entire collective market could not. The value being "wiped out" here was just the mark to the previous sale price of a marginal share times the amount of shares. But that value never existed as a realizable number because selling creates a downdraft on the price.
They still have YouTube (that’s owning Netflix), Waymo that’s owning Tesla in self driving cars. Also made a hefty profit on space X and Anthropic once ipo hits ( they are a very strong VC baked into public company), TPUs sell like hot cakes and cloud growth is crazy. TBH even if search is dead they are doing the right moves so that GOOG can prosper.
I bought a little GOOG but that's all. Mostly sitting on my board of SGOV that I bought a week ago.