GOOG

VisualMod

>FANG+ Constituents: \>$AAPL 160.61 +1.76% $AMZN 100.34 +1.65% $AMD 101.74 +4.25% $GOOG 106.8 +2.47% $META 206.73 +3.46% $MSFT 280.37 +2.96% $NFLX 320.81 +9.15% $NVDA 273.97 +3.51% $SNOW 137.16 +1.12% $TSLA 195.81 +2.44% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-23 ^13:05:40 ^EDT-0400

ThefirstoneNS

Who needs a bank when you have NVDA NFLX AAPL GOOG MSFT

scott_jr

What justifies these valuations? AAPL $2.5 T mkt cap MSFT $2 T GOOG $1.3 T AMZN $1 T

BrainsNotBrawndo

*Looks at NVDA,AMD, MSFT, GOOG mooning* We can’t spell **mania** without AI

halfboxspear

Indeed. Macro has completely swallowed the market at this point. GOOG SIX and LMT all trading in the same EPS range. How does that make sense to anyone

willsa26

Took the L on the GOOG cc I sold, sold a leap at a higher strike, hopefully theta eats that shit up before January

scott_jr

AAPL $2.5 T mkt cap MSFT $2 T GOOG $1.3 T AMZN $1 T and this is after a significant decline. Yeah, we're not in a bubble ....

Testy_McTesterton

$BAC, they arnt gonna let it fail, has liquidity to weather storm. Big Warren’s balls deep. $GOOG, cheap relative to big tech. Has been working on AI for years with resources only 3-5 other companies could even dream of. Theyll get it figured out $TCBI, regional bank in Texas. Well capitalized, dipped on drama. Buy when there’s blood in streets. $VWAPY, german engineering, Austrian austerity level valuations. Its cheap relative to peers. Their Porsche stake alone is almost current market cap $VFC, former dividend aristocrat that cut divi this year. Solid management team doing whats painful not whats popular to set up for continued future growth. $TSN, huge food producer. Not going anywhere, down on an execution blip. These things get resolved in long run. $NTDOY, down due to cyclical nature of consoles. Cash heavy with IP only Disney can rival. Is starting to branch out into other media, theme parks and has a new console next year. Does not push an agenda onto children Other than that. I would go commodities. Uranium, copper, oil.

Adventurous-Date-397

I just need $GOOG to have a 3% day tomorrow and I’ll be saved, and I promise I’ll never touch options again 😭😭😭

Adventurous-Date-397

Well I started with $150, today went to $1400, and back to $260 at close. My only hope is $GOOG having a 3% day tomorrow, and I’ll be back over a grand, possible, but not likely. Anyways I feel like most of the bulls got wiped out today and bears sounded greedy, maybe the MM’s wanted to shake me out, but I’m holding overnight.

VisualMod

**Ban Bet Created:** **/u/mlewtz** bet **GOOG** goes from **106.59** to **100.0** before **24-Mar-2023 02:09 PM EDT** Their record is 0 wins and 1 losses.

mlewtz

!banbet GOOG 100 2d

mlewtz

Can’t wait for GOOG to hit 100

UsedToHaveItAll

Bears if you wanna short something, GOOG is a good setup rn

whatisliquidity

IV on XLF weeklies right near 46% I'm looking here for a scalp, maybe the Qs slightly OTM ⬇️⬆️, doesn't matter GOOG 1 week out 38% which might be a nice scalp SPY is gonna get soaked Or FOMC is a total nothing burger which would be pretty unexpected

anus_camper

META announces new AI soap dispensers in the metaverse! BUY BUY BUY GOOG announces new AI recruiter! BUY BUY BUY NVDA announces new AI generated layoffs! BUY BUY BUY XOM announces 20% dividend and 30 more years of monopoly. SELL SELL SELL

someonesaymoney

Shorting GOOG? Ballsy.

Standard_Ad5609

Wanna hold GOOG until 110 but idk if that new announcement is gonna fuck me over

DesertWolf53

GOOG has me bricked up rn

ser_kingslayer_

NVDA doesn't even control AI. Jensen is unbelievably good at marketing NVDA as the only play in AI, whereas we have GOOG's TPUs and AMD's Instinct GPUs, but everyone thinks all AI will run on H100s

LeakMyBigBowls

GOOG 110c 3/24

PeopleUsedToBeCool

Is Bard that bad that puts on GOOG would print 🤔

JakeTappersCat

Put 5k into GOOG leaps when it was down 35% last year thinking it was a "safe bluechip" and now I have $100. Nice!

That-Whereas3367

The train left the station long ago. AMD and INTC and GOOG all have better enterprise AI hardware. Even the humble AAPL M1 laptop is surprisingly good at AI. NVDA charges $30K for the H100 which is basically a $1500 RTX 4090 gaming card with more RAM.

stickman07738

In my opinion, the companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare , possibly UNH or defense maybe PLTR, travel = BKNG)

xanfiles

Only a consummate idiot thinks Nancy Pelosi made good trades. Like every idiot in this world, she made gains in 20/21 and lost more in 2022 Analyze her 2022 trades (GOOG, RBLX) and get back to me. Remember in Finance truth matters. You can bullshit in r/politics, r/funny, but trading based on myths, conspiracies, popular opinions gets your ass handed to you. Up to you, if you want to study businesses and make money or cry, whine, bitch, moan about wa wa wa wa gubirment

xanfiles

No they don't. Most congressional laws are literally made in public. Passing a law takes not only days but is blared in all news media outlets. Congressional hearing has no effect on stock prices. Even actions by DOJ had no effect on AMZN, META, GOOG stock prices. Did Congress know about ChatGPT? No. Did Congress know about SVB a week before? No. Congressmen are not insiders and they don't have any material information.

Mikepav29

Weird day trading for me... Total $10 gain Lost money on my SPY calls (ODTEs). Made money on GOOG puts. A win is a win I guess

Top-Dragonfruit7605

GOOG TO 115

WorkingCorrect1062

BARD can’t write a simple python script coz it says it is a language model and y’all regarded buls out here be pumping GOOG above $100. I haven’t seen more delusional buls

GamermanRPGKing

Something is going on with GOOG. Both TDA and Marketwatch keep flickering with it in the 80s [TDA screenshot ](https://imgur.com/a/OwKrMAq) [Marketwatch Screenshot ](https://imgur.com/a/UllULzR)

tarsun

They're liquidating all virgin GOOG holders and giving all of it to the chad GOOGL holders.

wormtheology

Yes. It’s a bug. Happens with hundreds of other stocks in AH sometimes. If GOOG went down 17% in one day, you’d have bigger concerns in your life than the fucking stock market or your 4 figure portfolio.

Whythehellnot_wecan

Anyone see GOOG down -18 AH???

Whythehellnot_wecan

WTF just happened to my GOOG??

GamermanRPGKing

So, do I wanna exit GOOG before the announcement or after. How bad is jpow gonna fuck it

AP9384629344432

It's a great day for me. My small caps are rocketing (APPS up 10.5%, CLFD +7.5%, NET +6.7%, PSCE +3.2%, AVUV +2.6%, AVDV +1.3%), commodities also booming (XOM +4.4%, CF +3.3%, FCX +2.2%), and Big tech sharing in the fun: GOOG +3.5%, META +2%. So everything that got their ass-kicked the last 2 weeks. Thus, I will be revising up the guidance for my portfolio in the next 8 months. We're starting to see a critical lumbar support at -8%. Hopefully we stay in this dolphin channel for a few more days.

contrejo

I'm just bitter because I sold calls on GOOG and AMZN and they have blown past the strike. When I held they dropped or sat flat. Decide to sell calls and BOOM, 10% in a week

daynightcase

Getting fucked on my GOOG covered calls.

anus_camper

GOOG climbing 1.5 cents per minute today. Painful day to be short.

MP1182

GOOG had one red candle. Four days ago.

drthisdrthat

Google is sending out invites to join the waiting list to try out Bard. This is even more confirmation that GOOG will continue to dominate the search space and is now possibly encroaching on MSFT's productivity suite. They did say they will start raising prices for Google Workspaces not too long ago...

anus_camper

wow, GOOG absolutely ripping my face off today. Oh well, logging out.

AmericaFuckYeah100

GOOG AI is live. See you at 115

IfUKillMeUrGay

GOOG just die already sheesh

IfUKillMeUrGay

GOOG regard strength wtf

ByahhByahh

I’m surprisingly good at timing entries and exits on material stocks or bank stocks but insist on making 90% of my trades autistic tech plays. $GOOG 400C 4/21

Moaning-Squirtle

Umm, GOOG has the second most advanced? Okay.

anus_camper

Hot pot buffet last night. About to slam a black coffee. Pray for my toilet. GOOG 96p 6/16

Beautiful-Vehicle-76

Mine currently looks like: 30% AAPL 30% MSFT 15% AMD 25% GOOG

es-lynn

It'll be up. AI will drag everything up, especially since majority of the companies are also in the AI space: - MSFT, owns 49% of OpenAI, also going to augment all their products with AI - AMZN, runs half of the world's cloud computing - TSLA, useless stock but they have AI self driving cars buzzword so it'll go up as well - GOOG, has the world's 2nd most advanced AI - NVDA, produces all the hardware that the AI runs on

boilermaker105

GOOG is down roughly 33% and AMZN 50%

VisualMod

>FANG+ Constituents: \>$AAPL 157.41 +1.55% $AMZN 97.54 -1.45% $AMD 96.72 -1.14% $GOOG 101.99 -0.45% $META 197.58 +0.98% $MSFT 272.2 -2.58% $NFLX 305.38 +0.58% $NVDA 259.07 +0.7% $SNOW 135.38 -0.16% $TSLA 183.24 +1.73% ^IGSquawk ^[@IGSquawk](http://twitter.com/IGSquawk) ^at ^2023-03-20 ^18:24:57 ^EDT-0400

RobertLahblaw

🤣🤣🤣 Not today. Today a bought some GOOG calls this morning, averaged down, then watched it butt fuck around $102 all damn day. Basically full-port yolo'd, held for 5 hours l, only to make $20 🤡. But, I'm just a bit closer to being green on the year for Goog and able to move on to the next ticker. How'd you do today?

PhDinshitpostingMD

People were saying avoid businesses that rely on ads when GOOG dropped from \~ $1100 to $900 when that alt right stuff started coming out and Verizon, and other advertisers were pulling out. I made a fortune off that company. I don't have any liquidity now or I'd be looking for more buying opportunities like I did then.

bagacrap

This month we learned why value stocks are so cheap. The businesses they're attached to are apparently a house of cards. And people thought money printers like GOOG were overvalued...

555-Rally

CMBS are even lower rates, higher prices. The vacancy rates are getting up there, as the WFH movement keeps them away, and the retail side which has been in decline forever (thx AMZN) is even worse than office. Industrial however is doing ok (think warehouses and storage biz), but I don't know how long that lasts. REITs that were building large-floor-plate buildings for large tenants like AMZN, MSFT, GOOG types to take full buildings, they will need to be sub-divided for smaller 5-10k sqft tenants just to get occupancy up. It's more costly to do those and the leasing side will give it up at costs just to get the tenants in there and pretend it's rosy...5-10yr ROI for most. Those big tech tenants are just building their own buildings when they need to, investing in production right now is a wasted effort. They want to do stock buybacks and invest in real estate assets long term, not pay rent. They are cash-heavy. CMBS money wants out, they want to buy Tbills at 4% not suffer a declining ROI for the potential to sell the buildings in the next 5-10yrs for some profit.

Connect_Boss6316

Great response. I've checked out the PEP trade, and yep there was a CPI release on the day you opened, hence the skew. Similarly, there us skew around this week caused by the FOMC. Also, the banking stocks are all showing rich premiums for obvious reasons. There must be a trade there somewhere but im cautiously avoiding it due to the fomc and the daily new developments in banking world. In terms of finding the number of trades, yes its gotten much harder esp since the likes of AMZN, GOOG, GME etc all had stock splits. A year ago, I was doing dbl cals on AMZN almost every week. MRNA was also another favourite. Now I focus on the SPX and do considerable size on that. In fact, most of my volume in dollar terms is now in the SPX. Once earnings come around next month, check out some skew around those. Good luck.

anus_camper

Being an overpaid corporate drone is great. I used to fight it because I wanted to have a fulfilling job until I realized i can get fulfillment the other 16 hours a day. Gym and dog walk in the morning is fulfilling. Cooking a bombass dinner is fulfilling. A good night sleep is fulfilling. Spending my weekends outside is fulfilling. I'll happily be a corporate drone for 30% of my life and enjoy the other 70% GOOG 96p 6/17

killbeagle

Darn. NVDA, AMD and GOOG this morning all reacted beautifully but none of them dipped to the suggested entry price first.

hardyrekshin

# Tickers of Interest - TL;DR **Gamma Max Cross** * [NVDA](https://options.hardyrekshin.com/#NVDA) 04/21 255P for $12.55 or less * [AMD](https://options.hardyrekshin.com/#AMD) 04/21 95P for $4.25 or less * [GOOG](https://options.hardyrekshin.com/#GOOG) 04/21 100P for $2.50 or less * [TQQQ](https://options.hardyrekshin.com/#TQQQ) 04/21 24P for $1.80 or less * [MARA](https://options.hardyrekshin.com/#MARA) 04/21 8P for $1.25 or less **Delta Neutral Cross** * [CLF](https://options.hardyrekshin.com/#CLF) 04/21 18C for $0.85 or less * [ABNB](https://options.hardyrekshin.com/#ABNB) 04/21 120C for $4.65 or less * [XLP](https://options.hardyrekshin.com/#XLP) 04/21 71P for $0.95 or less * [MRNA](https://options.hardyrekshin.com/#MRNA) 04/21 150P for $8.45 or less * [TGT](https://options.hardyrekshin.com/#TGT) 04/21 155P for $3.65 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. New price movement may invalidate the original thesis. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.76), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.88 with a 66% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 62% and 77%. (Stats as of 2023-02-28)

Ashthroated

I sold some NVDA (maybe 30% of my shares) at a 100% profit the other day. It will probably still keep going up but it has had such a tear I wanted to take some off the table. I would probably buy a total market or SP500 instead of GOOG, MSFT and NVDA.

AustinLurkerDude

Funny this thread mocking big tech while massive bank stocks going to 0 over the weekend. At least CSCO, TSM, AMD, AAPL, GOOG, IBM , FAANG have tangible products and cash flow. I expect large cap tech ETF (VGT) to go up 10% this coming week while banks tank (KBE/XLF).

jusjones314

Why'd you buy May 19 calls on GOOG then sale them 5 days later at a loss? Maybe timing is the issue here?

trust_fund_babby

YouTube admins really slipping when they let a video of a dude eating a hairy sausage pop up on the home page: [https://youtu.be/46J\_AfS60go](https://youtu.be/46J_AfS60go) PUTS on GOOG

VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|10|**First Seen In WSB**|2 years ago **Total Comments**|2634|**Previous Best DD**|[x](https://www.reddit.com/r/wallstreetbets/comments/ud1sj8/fb_earnings_are_today_after_market_close_place/) [x](https://www.reddit.com/r/wallstreetbets/comments/xqc5j2/gme_and_the_number_69_how_t69_could_be_the_secret/) [x](https://www.reddit.com/r/wallstreetbets/comments/10dyvdo/20230116_wrinklebrain_plays_mathematically/) **Account Age**|8 years|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k\)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) >TL;DR: Gamma Max Cross (NVDA 04/21 255P for $12.55 or less, AMD 04/21 95P for $4.25 or less, GOOG 04/21 100P for $2.50 or less, TQQQ 04/21 24P for $1.80 or less, MARA 04/21 8P for $1.25 or less) and Delta Neutral Cross (CLF 04/21 18C for $0.85 or less, ABNB 04/21 120C for $4.65 or less, XLP 04/21 71P for $0.95 or less)

amoult20

GOOG also. Think prints money even though ads are under pressure.

Hacking_the_Gibson

If this is truly a liquidity and solvency crisis, find me a better balance sheet than AAPL, GOOG, MSFT, and META. Those four companies have about $400B cash with almost no short debt and their long debt priced at about 2-3%.

Myboywear

NVDA, MSFT, AMD, ADBE, NFLX, GOOG this is my opinion.

VisualMod

#Ban Bet Lost /u/theanimous made a bet that GOOG would go to 169.0 within **3 weeks** when it was 90.865 and it did not, so they were banned for a week. Their record is now 0 wins and 4 losses

IHadTacosYesterday

Flight to safety makes sense for GOOG and MSFT, but why are semi's pumping so hard? It's not just NVDA. Heck, Intel was $30 the other day, and it has absolutely no business being anywhere near $30 if you actually look at the financials. INTC should be closer to $23. Yet, all semi's seem to be pumping prettynicely. NVDA is mooning because it's the most obvious AI play of pretty much anything. Everybody know that there's going to be an AI Gold Rush. It gets more and more obvious every day. Also, everybody knows the No.1 shovel provider for this AI gold rush. Also, people suspect that NVDA is doing their own AI magic behind the scenes, using their own tech, and who knows if they'll end up having an AGI ahead of every other company. An AGI that helps them design even more efficient GPU's. They could end up being the 2035 version of Standard Oil. Ok, getting a bit carried away there, lol...

IHadTacosYesterday

> the market is allowing AI Gold Rush fomo. Also, it actually makes sense. Have you seen some of the most recent AI technology? It's alarming. No wonder GOOG is green on a red day too. That robot they showed off that can learn on it's own, with it's own mechanical arm... scary.

qwertyaas

GOOG was up 13% week. Why the hell was GOOG up 13% this week?

richbeezy

I saw this meme today and thought my tech stocks were toast after seeing GOOG down 4%. Pleasantly surprised to see OP just chose a random red day for his memery.

Pabel101

Some of these stocks moving up with little to no pull back are scaring me from buying puts, NVDA AMD TSLA COIN GOOG

esp211

Is GOOG pumping with the TikTok banning in various countries?

Sandvicheater

MSFT and GOOG green lube

cbusoh66

Tech companies flush with cash, AAPL, MSFT, GOOG, etc are the places to hide until this blows over. This puts a big floor on S&P and NASDAQ. AAPL should be $180 by EOM.

Sandvicheater

Buying MSFT and GOOG calls, they're the only green life raft in this tech sea of red

ybnesman

gold and GOOG looking good.

Sandvicheater

MSFT looking sexy cause of AI GOOG looking sexy cause of TikTok ban WTF is AAPL doing to look sexy?

brucekeller

GOOG comin' for the bers.

That-Whereas3367

GOOG and AAPL are post-growth companies. They were both absolutely wrecked (\~60% losses) during the GFC.

No-Entrance9339

Man, did they confirm META + GOOG was flight to safety or recession is cancelled?