Reddit Posts
Ran the numbers through multiple models and calculations, these are the numbers estimated for following stocks by next year.
$GOOG whale alert: massive $34.8M sold put premium at the close
Asked him to pump my GOOG calls. He’s thinking about it.
What if I full ported IRA, ROTH, and brokerage into $GOOG and held forever?
Why I added $15,000 to my RDDT position
Am I dum dum or should we not long GOOG/Short MSFT?
Hot take: the 12% drop on GOOG from earnings is to shake out investors and buy their shares for cheap
Is the Anthropic IPO just a sequel to the SPCX saga?
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
GOOG is sooooo cooked lmao gear up boys, this is gonna be a long one
We’re in an anti-bubble bubble
Genuinely scared , NQ could be down nearly 3% by NY OPEN
Isn’t it weird that TSLA stock is detached for the reality for THIS long
GOOG is now defaulting to search output again rather than defaulting automatically to Gemini
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
First time trying an option that isn't 0dte!
When ~80% of your net worth was in $GOOG but you timed it pretty well
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
Drew my own version of a loss meme in honor of my soon to be dead GOOG calls 🥲
Advice on what to do after GOOG earnings: prepare to bag hold
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
I keep buying at the bottom but $GOOG keep dropping
Rounded out my $20k of GOOG, $10k of NFLX, and $10K of META with $10K of Vanek Semiconductor ETF for a cool $50k. AI for the win!
Anthropic to publicly file for IPO as early as Friday
30K to invest - Oct 19 Market open
Not invited to Anthropic's $2T investor day? Me neither.
To the person going all in on Alphabet (GOOG)
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
Your AI analysis is just astrology for tech bro
Short $GOOG, Mapquest is beating Google Maps.
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
Two ways to buy Anthropic before the IPO (while paying 50% less)
My Earnings IV crush story on MSFT and sharing October data
What % of your portfolio is in single stocks vs ETFs?
What % of your portfolio is in single stocks vs ETFs?
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
21M, was up 101% YTD, sold half of everything Monday. Regard?
GOOG is sitting at a super interesting GEX cross point right now
You Have to Fish Where Fish Are - And US Pond Seems Empty
With most 13Fs released, here are superinvestors' top 10 buys from Q2
$ZETA is going to go retarded today
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
GOOG Gamma Exposure Update: 6.88% Rally In Play
Mentions
Think I’d rather go in on GOOG search monetisation woes that betting if Jensen did something worse than getting some on the side.
AI-itself is unstoppable. AI is beyond one company or one CEO or any one country. It’s already rolling so fast around corporations & knowledge transformation, hard to stop. $NVDA CEO, honey trap is just noise, earnings spike big. $MSFT $META $GOOG $AMZN $QQQ $SPY Santa spike coming
Rotation out of NVDA into GOOG
$GOOG up overnight :money:
NVDA investors, feel free to rotate into GOOG Sundar is a faithful husband
Just buy GOOG. Sundar does not cheat
I am asking GOOG not to follow NVDA into the abyss tomorrow
GOOG will be green Tomorrow, prolly back above $320
NVDA -3. GOOG -5 . You know its gonna go like that. FUUUKKK ME man
Hope this shit doesn't drag GOOG down
So will GOOG dump or is it pumping off this news?
This has to be good for my GOOG stock. Sell Nvidea. Buy GOOG. Very safe!
5 years ago I was invested in VTI, VEA, and VOO only with one small position in GOOG and on my way to financial freedom. Now I'm leveraged to hell, selling covered calls and puts, with my only motivation to piss off smug Bogleheads.
To address the big picture - in the .com era, software followed hardware. The early winners were the hardware companies (think CSCO) and then the software winners followed (GOOG, FB, etc) once the hardware infrastructure existed to enable the software winners to become winners. The same is playing out here. The early winners are the hardware companies (chips, networking, power, cooling) and software will follow. DOCN is building a moat of software middleware - the "orchestration" framework to build AI solutions by connecting inferencing, model selection, agentic actions, and "old school" cloud (database/storage/containers) in a way that is very easy for non-fortune 1000 and native AI companies to manage. These companies will have core developer teams for their primary product but not a large (or any) team to manage "IT", so the ability for DOCN to say to them "here is a dashboard and single endpoint API - knock yourselves out" is very compelling. Additionally, DOCN is optimizing their platform (this is where it is actually good to own the hardware) so that their token speed and price optimization are competitive advantages for their customers. As we move into "the future" whoever can deliver the right tokens at the best price has a compelling business.
haha, that is very true about nuclear. Hel, Germany just pulled that epic self-own in the past decade. At least we went full retard 50 years ago. I think the main counter-point is the economy is in such a precarious position. I wasn't kidding that 75% or more of our GDP is coming from AI. And some estimate are it's far higher, because consumption is being driven by the wealth effect of NVDA, MU, MSFT, GOOG, etc. gaining trillions in value in just the past few years. Regular old Boomers are looking at retirement accounts of millions, sitting on 3% mortgages, and thinking to themselves, I have plenty with which to retire, even if I take yet another cruise, or buy a $150,000 "family" SUV with 600HP, or buy my 3rd vacation home. If Data Centers literally stop, all the semis will take Huge dumps, and even though Hyperscalers won't be spending on GPUs anymore, their values will plummet, because of how interconnected everything is. Neoclouds, SNDK, MU, MRVL, etc., will go tits up. We will be in a full blown recession in 2 years. And no politican wants to run on that. I might be 100% wrong but expect to see Ds walk back their 'grab your pitchfork and torches' rhetoric.
Then new TX governor actually seems pretty smart: From what I understand, she said all already permitted data centers will continue - kinda obvious if you've seen mother comments about being sued into oblivion. Governors can't just unliterally stop (or begin) Data Center construction, no matter what they want you to believe. There are commissions that make those decisions but they certainly take the govenor's wishes into consideration. In fact, it's more of a city issue. She just wants reasonable rules on data centers: Provide their water, guarantee no rate increases, union labor, and some other minor stuff. If Data Center operators were smart, they would have led with this to begin with, and captured the narrative. They were too busy explaining how everyone was going to lose their jobs or actually die to AI. Fking morons. In some (bluer) states, it could likely be more difficult. But only a moron politican would kill Data Centers compeltely. They are the primary if not only source of GDP. Stopping them would torpedo the economy, and take what looks like a guaranteed D Pres in 2028, into another reversal of fortunes. tl;dr - buy SPCX, GOOG - The hyperscalers or neoclouds with the most compute available and asymmetric abilities (SPCX=Engineering & Construction --- GOOG=TPUs) to bring more capcaity online, faster, and cheaper, will win. Bought $100K SPCX - GOOG shares soon: https://preview.redd.it/6sw3dgv84g0i1.png?width=1483&format=png&auto=webp&s=a94cd2aefcec02d23849af28dc57bc83cda28a0d
Investing from the top down is Macro-economic investing, very difficult to do, but would recc anything by Ray Dalio, the founder of Bridgewater Capital, he employs macro to rotate billions into different sectors depending upon which of the four inflation/growth quadrants the economy is currently in. Also look into Stanley druckenmiller too. Better way to invest is value investing from bottom up approach of looking for individual high quality companies temporarily down due to limited events. ie META 3 yrs ago when CEO had the idea to waste 80 Billion on "Metaverse", or ADBE, CRM, NOW, WDAY etc 3 months ago when world thought AI would destroy software as a service. GOOG 2 years ago when AI would end search. wait for transient weakness then pull the trigger
GOOG is down 30% from ATH. OP has to be trolling
I’m not smart enough to predict day to day market moves. Will we be up or down on Monday? Flip a coin. What I am expecting to see over time is more rotation within tech. I would look for “flight to safety” trades that prioritize tech names with strong earnings and operating cash flow. That’s probably bad news for the more speculative names and why I took advantage of the quantum sector rally to sell all my quantum stocks on Friday. On the buy side, I’m continuing to accumulate GOOG on dips to $180 and below. I also think the semiconductor sector is oversold and am buying the SOXX on weakness. Good luck to everyone who is trying to navigate this market!
I wish GOOG would return 2000%
GOOG to $0. I'm so sick of watching 90 seconds of ads on YouTube, then a paid sponsorship in the middle of every video, and then more ads. I wouldn't even mind that much if the ads weren't absolute fucking slop. Why am I getting ads for fucking Bollywood movies, Japanese films and constant bastard investing platforms (that one I understand). I refuse to pay a gigacorp money to stop ads, every fucking company wants to fleece you
This is exactly why I got out of my APLD position on Friday. Down from $23 -> $15, lost quite a lot of money on it, but they're too dependent on debt, and still need to find financing to even execute on their existing commitments, and the debt markets aren't getting more kind in the coming few quarters. I'm looking at where to repurpose that capital to recover the losses, and I've been looking mostly at companies with crazy high levels of cash on hand and coming in, while also having essentially no debt, and with solid margins. I actually don't want to invest in MSFT, GOOG, etc. at this point until there is a light at the end of the tunnel for them cannibalizing their free-cashflow to finance their future growth, because sentiments are now resulting in the market treating that investment like some kind of executioner's axe. The most surprising ticker I have under consideration is INTC, which I cannot believe I'm saying to be honest. But, it already got the "things are going to be slower in 2027" news out of the way, and got *hammered* for it. It's currently priced like the foundry side is worth nothing. Traditional CPUs are gaining relevance as the glue and stitching for orchestrating multi-modal AI workflows. They're making actually solid wins with their low-power CPU/iGPU designs, which you can see in handheld gaming consoles. Those designs are the sort that should make their way into advanced localized AI (e.g. robotics, etc.) applications if/when those start to take off. I don't think they're getting back to $140 anytime soon, but I think they might be a safer bet to get back to $100 than a lot of the other players to get back to roughly double where they are today.
So if there is a slowdown in data center buildout, or more regulations, the big winners will be MSFT, GOOG, and AMZN because CapEx will moderate? And the losers will be NVDA, AVGO, and other semis? Just trying to get next week's narrative straight
I don’t think they will either but the market seems to fear so. I have 40% of my retirement in NVDA 40% in SPCX and 20% in MSFT/GOOG so I’ll be going down with them
I want to! Unfortunately I refuse to sell my GOOG and RDDT at a loss because "FUK U MMs!!!" So just gotta wait
Looking only at returns since the two-year marker: Rank Stock Nov 2024–Nov 2026 1 GOOG +59.6% 2 AAPL +53.7% 3 MSFT +27.9% 4 AMZN +25.0% 5 TSLA +24.0% 6 META +6.5% Key distinction: Apple wins over the full five years, whereas Google wins over the most recent two.
I see. This is simply where we differ in perspective - the force majeure was called and in many ways its bullish for Oracle since that means less capital expenditure in the near term (essentially flexibility to not have to pay rent on space until the delays are over). Secondly, having read into that case I know Bloom energy has already confirmed the energy supply will be able to deliver the energy requirements until that is settled. As for MSFT and GOOG, their cash flow is closer to positive and with cloud growth as it is - i’m not too worried about their future. Hence why I pick on ORCL and is more a sign of the true risks to the overall AI trade
Last week dumb: “Dems going to destroy US data centre sell everything” Next week god pump: “No regulation in space lmao GOOG announces 300GW capacity expansion plan 2 km above stratosphere”
Both GOOG and AMZN were considered nonsense. Buying books online was laughed at. A search engine with no other features and no ad revenue?!
The bagholders saying GOOG/NVDA/insert semi here will recover are not really much different than the GME holders who "diamond handed" the stock after the short squeeze
This is WSB!!! I am saying this as a loser that buys boring tickers like VFIAX, ADBE, GOOG, MELI, TSM, DLO, QCOM We are not shaming them, smart investors are shameful!!!
Sell GOOG and buy SNDK with it.
Yeah GOOG I’m not really worried about myGOOG position but SNDK starting to scare me a little
I’m down at least 30k. What’s goof? Did you mean GOOG
Wouldn’t go all in but this is a great long-term DCA play and I plan to treat it like I treat gold and GOOG (which I’ve been buying regularly for almost a decade now). Just because AI saturated all the normie use cases doesn’t mean it isn’t fundamentally altering the world. Math is broken, physics is next, chemistry/material sciences is cracking, and progress in biology (by area of expertise) is scary fast.
You’re asking wallstreetbets if they make high risk bets. Go back to investing please. And yes, half of my port is NBIS, MU, SNDK, RKLB, ASTS and a sprinkle of GME. Rest is GOOG. Is that retarded? Hell yes.
I have $0 in the market rn, how dumbass would I be from 1-10 for buying GOOG tho
I'm down about 200K since October but have 350K to deploy. I'm debating between a mix of RDDT and SDNK. Should I throw in some GOOG in there as well? I want a high beta port where if the recovery comes, it would swing back more quickly. Thoughts?
yeah it sucks man. I had bought most of my position post earnings dump. I am still green on it but less green now ofc. I suggest you to buy longer expiration. December is not bad, 120 is a bit high sadly I think it should see 105/115 soon, usually insiders sell mid month and they use buybacks to pump it. This time idk if they will sell, price is very low. Maybe the cancel sales and thats also bullish. Maybe we get news from Anthropic or GOOG deals... in any case I think its only up from here but it might take months to play out, possibly even 6 months to go back to decent levels it seems like mkt is buying APP selling RDDT right now idk. Eventually RDDT will go up but its unpredictable, at this point I dont think it will see 80s anymore but its hard to say
So, after the 4% correction yesterday what they can do now is trim some mag 7's like GOOG and MSFT while propping up the rest of the market. $SPY Calls for next week.
If we don't pump into close then I'm going to pile even more into GOOG calls.
Just ETFs dude plus GOOG. Look at everyone here having heart attack every market open 🤣
I'll go long at 716 SPY, 167 NVDA, 267 AVGO, 275 GOOG, and maybe donate something to MRVL which is going bankrupt the poor little shits
GOOG has some serious mong strength
My port is SPY, QQQ, and GOOG lol
GOOG the real AI winner Buffett was right
MSFT, AMZN, GOOG cloud services growth beg to differ.
If you like GOOG at $290 you'll love it at $250
Friendly reminder the Pelosi's portfolio is all NVIDIA, GOOG, AMZN, MSFT, AAPL, AVGO, etc. I know she's retired but still.
Glad I sold my GOOG at $295.85 earlier this week, it’s holding strong right now but damn does that stock suck
The time is not here yet, they need to throw the babies out with the bath water. If we get another flush day and GOOG sinks to $250 and then snaps back quickly with VIX > 30 and huge volume, I'll look to sell March 200 PUTs. I'd be happy to own GOOG if it gets to $200, but if the more likely scenario happens and the stock moves higher, I keep all the premium. This is not a day trade or swing trade, more of an opportunistic trade to take advantage of artificially inflated premiums on deep OTM contracts.
$GOOG so oversold and ready to pop
This is what is politely called "cooking the books". It doesn't mean GOOG doesn't have value, but it's near monopoly on ads will not be a thing unless I am missing the plot entirely. YouTube ads are *fully* monetized. It is barely usable. I still remember Crackle and it's nearly there. Search ads will become (at best) a hegemony between Claude and OpenAI and Google.
GOOG looks like about to dump at open
Could have bought AMD dip but not. Bought GOOG
Everyone calling for a dump and i'm over here bing chilling on $GOOG
I actually love it. Creates buying opportunities. Got to add to my GOOG position.
Guess the market wants GOOG at $280 until it figures out their ads revenue.
Most definitely. Adding to my GOOG position. They are just incredibly well positioned. But what really gets me with GOOG is the fact that they have over $300 billion of revenue they are going to realize in the next 24 months. That is like Google adding an entire 2025 Microsoft in the next 2 years!
GOOG META MSFT PLTR SPCX All have OPERATING profits from AI cloud and mkdels. And don't bring up mark to market. That's why I exclaimed operating profits. Idiot.
*laughing in 3mm in $VTI* Don't worry, I'm hoping AMD and GOOG LEAPS too fucktards
Hold to zero is hardly relevant to hyperscalers. MSFT, AMZN, META, GOOG
Whose making money other than NVDA? GOOG, AMZN, META are negative FCF. MSFT is getting there too. Neoclouds never made a penny of profit. Open AI or Anthropics? LMAO.
Stocks I was looking at (bought all except MSFT): SPCX -46.6% GOOG -31.8% NVDA -26.4% AMZN -25.5% META -25.1% MSFT -11.4% AAPL -9.0% Not buying yet:
$GOOG down 30% from ath
$CRWV and $ORCL can't expand and continue financing operations with debt, can't repay loans (hits VC, PE, Inst. Banks). $NVDA loses some of its largest customers. $GOOG, $MSFT and hyperscalers lose huge portion of future growth prospects as compute supply is evaporated, struggle to pay back loans (further hits financial firms, chip firms). OpenAI and Anthropic can't meet its compute commitments, possible default on debt as well. It's all a grade A cluster
Mu, GOOG and SanDisk at $400 is a love triangle...so buy google
After GOOG shit the bed, I only use DuckDuckGo....
Anyone wonder why GOOG blew their quarter and blamed SpaceX and AI infrastructure spend? It’s to fuck Anthropic and win the AI race.
Loaded up on $GOOG for $280. God help me!
I sold my GOOG call at 291 for a good profit. Thank god I didn’t hold that POS
Just buy $GOOG so you can sleep at night
For the thousands of bullshit companies yes it would be like the dot.com. Democrats are not gonna fuck up the taxes brought in from GOOG, PLNTR, NVDA and the like. The monoliths with survive and probably thrive. But insignificant ones are gone for sure
no it's not a big enough dip on SPY. But I loaded up on GOOG at the start of this week and will add MU tomorrow... it's a good good dip on tech
GOOG seems like a good buy rn. I bought some and will probably buy some more.
Hell yeah, I also own a ton of BRKB. They also like GOOG a lot and have a much higher cost basis than I do, and higher than GOOG is trading today. They also sold TSM at $80. I still believe all of these companies will be winners. Anthropic? OpenAI? CRWV? I am not betting on them.
Deals of a lifetime especially GOOG if that happens.
The fact that this is upvoted so much shows that we still have a lot further to fall GOOG is a sub-$150 stock
NVDA going sub-$100, GOOG sub-$200 easily
Too much over reaction. US GDP, 30 Trillion, beyond any single party left or right BigTech know how to work with both wings. Whoever invite, they go along to meet their profit margin, left & right doesn’t mater $GOOG $META $MSFT $NVDA $AMZN $CAT $JPM $GS all saw many midterm
+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size
Too much over reaction. US GDP, $30 Trillion, beyond any single party left or right BigTech know how to work with both wings. Whoever invite, they go along to meet their profit margin, left & right doesn’t mater $GOOG $META $MSFT $NVDA $AMZN $CAT $JPM $GS all saw many midterm before
I mean yeah I have a good core, but also a bunch of momentum ETFs, plus some GOOG AMZN AAPL TSM NBIS BE RKLB etc. I never "full port" a damn thing like you filthy animals.
Great timing on GOOG purchase. Right when their ad revenue starts taking a dump, lol.
Me too, didn't get out after earnings, and got shaked out today on the long wick down, but it recovered. GOOG was very resilient through all of this and it was the only position I did not sell in premarket. Salty as fuck about it.
Personally I don't like VGT as a fund because it excludes things people would normally consider tech. No AMZN (consumer discretionary), no GOOG/GOOGL (communications), no META (communications), no TSLA (consumer discretionary), no SPCX (industrials), and I'm sure there are others. I think that "technology companies" extend well outside of just the official technology sector and VGT won't capture those. IGM might be a better choice in that regards. Though, personally, I wouldn't use a sector-aligned fund as my base fund.
TLDR: any drawbacks to reallocating? will BRKB holding GOOG hurt it? buy before Nov 7 earnings or after? Sheesh. Reading is too much of a chore on a site that's 90% text. Didn't know.
I bought GOOG options yesterday near close. Sold them in the first minute of opening and actually doubled profit. I fully admit I got lucky af. Kind of wish I would’ve bought puts (I did yesterday and sold them for a loss, albeit not terrible loss). I regained and even made money with flipping the calls tho. Holy shit did I get lucky.
Ha no way I lived it GOOG and AMZN were never considered nonsense. But true that some of the big players didn’t make it either.
Warren made first purchases of GOOG in early 2025
Lost $50k on $GLW, trying to make some of it back with $GOOG shares