Reddit Posts
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
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
Mentions
*inhales copium* $GOOGL $GOOG tanking this week to price in their earnings for next week
GOOG earnings on Wednesday will only move them if positive
Are you options trading GOOG or something? RIP...
How much lower does GOOG go before Pichai gets a golden parachute?
Should i sell my kidney and buy GOOG by Wednesday? Asking for my kids.
Anthropic IPO means nothing to me. How can they justify a slight performance lead with massive expenditure? They have no business model aside from their lead. No moat whatsoever. Even GOOG is going to outperform them.
Buying GOOG at 350 is pretty sus.. My last purchase was at 280
BE, GOOG, WDC, CRWV. Say goodbye to them. They will be delisted over the weekend.
**BanBet Lost** — /u/bananaboi4 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $334.80 → $340.00 | +1.6% | 3d | Lost |
bought GOOG with $5.01 trailing stop
GOOG being down 8% in a week on no news is so sick I fucking love this shit wow amazing
GOOG earnings leaked and it shows lol
I genuinely can't believe what a POS GOOG is
GOOG @ $320? I like it…. Might have to acquire some
Awww fuck. I went big on GOOG with this dip on calls not realizing ER is next week. Don't really want to hold through ER but don't want to sell at a loss. 335c 12/18
Wednesday is a huge day. Expect a pump with MSFT and GOOG earnings plus FOMC announcing no rate hike.
I think tech will rebound on MSFT, GOOG, and AMZN next week.
GOOG GOING TO PRINT (Gemini is ass)
Big brain MSTR saving my port from small brain GOOG
sure it is bud! $GOOG $MSFT $META earnings data all fake! very sneaky!
$GOOG calls early 2027
What’s your GOOG cost basis?
Presently $20k GOOG, $10k NFLX, $11k META. What should I add to this dream portfolio? Have some free capital.
I think it’s time to buy GOOG.
Dont know what's hard about just staying away from the AI trade except possibly timing the metal cycle. Maybe something like GOOG when it was sub 200 but the trade is fkn dead
Apple attracts a lot of clueless investors Even though their finances are no where near as good as GOOG and NVDA they still always come out on top lol
Meta was under 100 in 2022 - for a one time loss. Zuck is talking about committing 100-200 billion - is that over 5 years in pay or take contracts? Meanwhile do you think that AMZN and GOOG can keep squeezing on the ad revenue? Because their growth (or lack there of) while going up revenue implies that they have gone from quality to volume. Thats a whole market rife for collapse based on consumer pressure on the price of oil alone. Never mind the economic uncertainties we have had for the last two years OUTSIDE the ai boom. |**Year / Period**|**Free Cash Flow (USD)**|**Year-over-Year Growth**|**FCF Margin**|**FCF Per Share**| |:-|:-|:-|:-|:-| |**2021 (FY)**|$38.99 Billion|\+65.34%|33.06%|$13.64| |**2022 (FY)**|$19.29 Billion|\-50.53%|16.54%|$7.14| |**2023 (FY)**|$44.07 Billion|\+128.46%|32.67%|$16.76| |**2024 (FY)**|$54.07 Billion|\+22.70%|32.87%|$20.69| |**2025 (FY)**|$46.11 Billion|\-14.73%|22.94%|$17.91| |**2026 (TTM)**|$28.65 Billion|\-36.11%|11.86%|$11.16| SO no Meta going to 60 in a pop is not outside the realm of possible. Based on how Metaverse, glasses, Project Aquila, parse, creative labs went - it would be an anomaly if an AI play worked for Facebook. They are simply bad at anything other than Facebook, and buying things, what's app and instagram.
Will GOOG ever be green again?
If only Buffett kept AAPL and not buy GOOG
GOOG punishes its stock holders
QQQ - Green SPY - Recovering vertically GOOG? - Stalled. Awesome.
Whole Android ecosystem by GOOG, AI platform better than any muse or AI devices now GOOG more diverse revenue sources, win AI race
APP, GOOG, META - All of these are driven by ad's - and have pushed VOLUME not QUALITY of ad's There is going to be price pressure in this market on the consumer side because of the cost of oil and interplay with consumer staples. APP, being driven by games (and thats a disposable income market) is probably the worst positioned to sustain its business.
why is GOOG being punished for AI bubble stocks being shit?
Earnings are fake and propped up by accounting tricks and M2M of investments. Cash flows are garbage and cash flow doesnt lie like EPS. Like, I am pretty sure something like 30% of the earnings growth this year was caused by GOOG marking up its investments or some crazy ass stat like that
People are not used to such kind of radical transformations and rapid movement of capital. Which is why they think every such innovation is a bubble. But things move a lot faster these days. It's a race. MSFT, GOOG, AMZN etc. are not morons despite what the average Dunning-Kruger bear thinks. They know its a race. Which is why they are spending so much. That being said, some companies will fail. And when they do, they tank the market. So you have to pick the winners and still be prepared for 20-30% drawdowns. In fact, such corrections are healthy.
GOOG is ded, lots of boomers are selling
Got extremely lucky and netted about 5k from SPCX and META options during earnings over the past two days, swinging in the right way. Took the 15k in cash I had and loaded up on shares of AMZN, META, NVDA, NFLX, & GOOG after yesterday's bloodbath! Time in market over timing the market. <3
GOOG is the yahoo of the AI bubble
$GOOG is actually around 28 P/E if you strip out non recurrent revenue (their stake in anthropic, spacex, and other venture funds).
you do realize META/GOOG/MSFT/AMZN and IREN/NBIS/APLD/CRWV financials and business models have nothing in common, right ? First can cut capex and swim in FCF next quarters covering their debt interests then some, second can't cut capex or they debt fueled house of cards crumble
GOOG are you fucking shitting me rn
I love how Apple is the AI "safety" play when it's P/E ratio is floating around 40 while MSFT near 30, AMZN is at 21, and GOOG is sub 17. Like yes I know AI build out is scary and could go bad, but even if all of it went tits up, these companies are all still cash generating monsters.
Finally a good discussion thread on WSB, I thought everyone was a regard. A lot of the things you say are true, but they are only largely true for AI labs, not for hyperscalers. Meta, MSFT, GOOG, they dont just make money from the direct bill an enterprise or customer pays to use a certain AI model on their servers, there is also ancililary revenue and improved returns per customer on the other services as well because of AI, like for Meta you have better retenetion from customers on instagram, better targeted ads, or more likely to use facebook more, or use some of their AI enabled hardware when they launch in the future. Or for MSFT you are more likely to use Co-pilot in their enterpeise software now which improves the product revenue, not to mention the overall productivity impact on the entire global economy and companies that is reflected in the stock market more broadly. Also your numbers are overstated. Goldman estimates about $1.8tn only cumulative spend by end of 2026, and about $7tn by end of 2030. You also assume that the entire buildout is paid upfront, these companies are already making significant revenue growth this year from the buildouts that were in place last year and part of this year, so they can see the marginal ROI already paying off, which is why they are continuing to spend.
GOOG being 0% gain YTD is diabolical. Truly insane. Crazy work. 🤨
GOOG is now 0% gain YTD… WTF. 🤨
i actually dont like GOOG long term, its really popular in reddit, 95% of revenue from ads is spooky
GOOG below $320 is absurd.
And what do you think they tell you? The bottom? GOOG is at 320 now.
GOOG and GOOGL do not generally trade at the exact same price, they are different classes of shares with different voting rights (GOOGL gets votes, GOOG doesn't), so they generally have a very slightly different price. That UI is doing a simplistic calculation for each by taking the known total shares and multiplying it by either GOOG or GOOGL's share price. But that's a misrepresentation in both cases because some of the total shares are GOOG, and some are GOOGL. You would need to get the exact share count of each class then multiply by that class' share price, then sum them together. In short, it's somewhere between the two shown. I don't know the exact ratio of each class off-hand and too lazy to look it up because who actually cares.
#Investors are selling expensive tech stocks like NVDA (PE = 20), GOOG (PE = 23), and META (PE = 22) to buy safe value plays like Costco (PE = 50), Walmart (PE = 48) and Waste Management (PE = 34) LMAO🤌🍁
Are GOOG earnings gonna print? 🤔
So they can keep voting power. Class C stock or GOOG has no voting rights
Shit it did for me back when Google DIDNT HATE ME F U GOOG!
PG has actual products. Tangible goods. GOOG is an advertising company.
Memory trade is not over! I refuse to believe this already peak memory. So many fuckin bears out in the streets rn. We are in the early stages of memory/ data needs!!! If you believe in anything that got SPY/QQQ to this level then fundamentally you gotta believe memory is NOT cyclical. This game has changed. If you’re a doomer, you should brace yourself for a 50% drawdown in SPY. Also just fyi the PE of fucking Procter a gamble is THE SAME AS GOOG?!?!? WTF
Yes, this is the disconnect. The new batch of models like Fable, Astra and especially Opus 5.5 are absolutely amazing, unlocking so many new capabilities. Where we are now is already mind blowing, but we know that the frontier labs already have far better models internally (like Bel). This will disrupt almost every business in the world (and if you don't get disrupted you'll simply go out of business). I just don't see demand for AI and semis go down anytime soon. This is just way to powerful. As Dario said "country of geniuses in a datacenter". We've seen this already play out with Navier-Stokes. And we'll see more results soon in practical areas like physics and biotech. Also the security angle - yes, AI is and will be used by nefarious actors to hack whatever they can (we just saw it with what some call Black October). The thing is that the only defense will be your own AI watching all activity at all times and be ready to act, autonomously, as soon as an attack is detected. I think this is a classic shakeout. I've got about a million riding in AI-adjacent stocks (mostly semis and GOOG). I bought some more SMH earlier this week, yeah, I wish I waited a bit, but in any case I remain bullish. I've still got almost half a mil in defensive equities like SGOV and BRK.B, thinking about trimming that to double down and go into more AI with that as well....or maybe not...
It’s earnings time. All semi & big tech give big earnings. Last $MU earnings reported $52 Billion One $NVDA GPU need 8 HBM from $MU Why people use Neo Cloud? Because big cloud players $AMZN $MSFT $GOOG their capacity is full AI technology is not Neo cloud, AI not go away $SPY $QQQ
u/shiny0metal0ass honestly, not sure, but GOOG can offer lower yields on corporate bonds because they have good cash flow
u/shiny0metal0ass doesnt that mean GOOG is less risky than ORCL?
GOOG is basically 0% gain YTD. WHAT THE FUCK. 😡
I bought more GOOG and META at close
I have no idea what you’re saying but if GOOG is 336 tomorrow I’ll freak tf out
What's my bench press? GOOG
I told my mom to buy AAPL 3 months ago. I bought GOOG
> It seems like this is similar to GOOGL and GOOG I sold every GOOG share and immediately bought GOOGL. I'm very annoyed that GOOGL shareholders keep propping up GOOG with buybacks, but eventually people will realize that voting rights matter. If the US eventually gets a wealth tax, propping up these collectable stock certificates will eventually become unsustainable.
I bought 20k of GOOG at 355
$GOOG looking juicy now, one of only a few logical long term winners in the Ai race.
Bought the GOOG dip or so i thot
Bought GOOG and MSFT and they instantly dropped. Lol
GOOG and META race to the bottom eh
GOOG is such unbelievable dogshit
Lmao why now GOOG? Just randomly decide to drop
The debt has already been placed lol, AMZN GOOG NVDA already raised capital to spend. Ship has sailed for over $1T in money
I sold all my GOOG and bought GOOGL when they did this. Meta might be the company that breaks the illusion that voting doesn’t matter. If these CEOs keep doing this when CA passes an annual wealth tax, they will diverge significantly, and I seriously doubt it will be sustainable.
Hmm buy GOOG before or after earnings
Gamma hedging on GOOG turns more positive after Friday expiration so we’ll see if it bounces next week. GOOG and META both deep in negative gamma territory
Where is the retard that bough GOOG 340C expiring this week. this dip is on you
GOOG has lost less than most other large cap tech stocks. This is a sign.
it's always tomorrow over at GOOG
Such a good time to buy GOOG, down in the dumps before earnings. I envy those with liquidity RN
I wish I would have bought GOOG at this price instead of 355
I have lost almost 9% of my 20k GOOG stake
need a lil GOOG META AVGO pump mayne
I'm calling Shenanigans. Just loading up on QQQ Calls, GOOG, BE, and META
GOOG PE in the teens. For real?
Will buy GOOG and META here , buying opportunity don’t come easy
Looking like GOOG is gonna react like META on earnings report
No money to buy GOOG dip is this a bait
GOOG been getting merked for 2 weeks now
I think GOOG around $300 would be a good place to start a position.