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 $NVDA are going to the moon
Global trend of AIGC, WIMI Hologram Cloud（WIMI) to promote the cloud computing and AI industry
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
Should I cut my losses, drop the bag, and move on to something else?
Number of Alphabet shares outstanding last years
WiMi Hologram Cloud(WIMI) Developed Its AI Smart Office With 3D Collaborative Office
Mentions
GOOG, AMZN, NVDA and MSFT are important shareholders. Hope they will step up and speak against this blackmail. Fun fact: Thiel invested a lot in Anthropic and just added 30G$ in the last financing round in february.
Why don't my GOOG folks act so quickly!! Major loss
What is with GOOG? It pumped then got faded off what news?
Pray do tell, what was wrong with GOOG today? NVDA is going to pump back up as well, mark my words.
There so many obv easy gains around today. But so many dumbass bols staying in NVidia, SPY,QQQ, GOOG, etc like stupid domesticated turkeys staring up at the sky, mouth wide open during a rain.
Get out of options unless you are long long long like a year or so…other options are get into Meta MSFT for safer bets. Double up and find the next best low risk bets at great valuations. Meta and MSFT are cheap at this price now. Never was tha case 6 months ago. Don’t go near NVDA or PLTR or GOOG. Tesla is another beast but not for the faint hearted or those that can’t wait at least 3 years from now. But it’s highly volatile.
We are living in the 4th industrial revolution and the only thing I’ve seen or used is GOOG search. 🤔
What if 🥭 banning Claude kills OpenAI, GOOG and META from people switching to Claude
what was that last-minute pump GOOG???
There's the GOOG I know and love
It's nice to see GOOG continuing to hold that $300 resistance level
GOOG flat, AMZN, WMT, COST and MRVL up, NFLX mooning
Tech is only technically 1/3 of the SP500. It's closer to 45% when TSLA and AMZN are considered consumer discretionary or META, GOOG and NFLX communications.
Can GOOG and NVDA get their shit together next week and give me some tendies?
Yeah ignore reality and just look at the surface of the indexes🤡 The market is experiencing some of its worst price action ever since October. The market is completely broken. High-beta stocks are getting hit 5–10% almost every week. For a huge part of the market, this is a crash even if the headline indexes pretend everything is fine. For hundreds of stocks, this feels worse than 2022. The S&P 500 has gone basically nowhere since October, yet a massive portion of individual names are down anywhere from 20–70% from their highs. What’s even more frustrating? Companies are reporting massive beats - top line, bottom line, sometimes triple beats and still dropping 20–30% afterward. It honestly feels like earnings strength is being punished instead of rewarded. Meanwhile, defensive names with stretched valuations and limited growth are grinding higher every day. Costco and Walmart trade at extremely high P/E ratios with modest growth, yet they get bid nonstop. At the same time, Nvidia and other high-growth names, many with lower forward P/Es and significantly higher growth rates get sold relentlessly. And look at the divergence: $NVDA is 15% off ATHs $AAPL is 7% off ATHs $MSFT is 31% off ATHs $GOOG is 14% off ATHs $META is 20% off ATHs $AMZN is 22% off ATHs $TSLA is 20% off ATHs $AVGO is 23% off ATHs Which means the average drawdown from ATHs from some of the eight biggest companies in the world is just about 20%. Yet $SPY is only 2% from all-time highs. So the index looks fine but underneath, there’s serious damage. The Mag 7 are now trading at their cheapest relative levels versus the S&P 493 since 2016. Several of them are at their lowest valuations since 2020–2021, despite significantly stronger earnings power today. And people are still calling it a bubble?
I see no reason to own MSFT when I could own GOOG instead.
lost my whole ass and that GOOG pump saved partial, now I'm only missing half of 1 cheek
GOOG might get sent into the shadow realm, could be wrong
GOOG dumping holy shit
Sold out GOOG at 309.5 (cost 303.7, 305.3, 306) and took profit. Shorted QQQ again at 605.8, 605.9 😆
GOOG always carrying
Bought more GOOG at 303.7; backing up the truck.
Bought GOOG at 305.3, also a new position; what a deal.
(I think you're replying to me) I started a little too early in mid January. First purchase was 5 for $6.80/contract on 1.14. Then kept on adding 2-12 at a time all the way down to $2.67/contract on 2.12 and 2.23. Now I need GOOG to do the same. Im down bigly on my January 27 calls. I'll be catching that falling knife now.
mag7(Msft,GOOG, AMZN) is selling cloud compute services to these unprofitable companies
Well, you know, the tech companies, and how? GOOG is there, and Buffet saw it. But the P/E and bubble means I guess not
My GOOG $340 CCs expire March 20. I need GOOG to pick it up so I can sell a higher strike in a few weeks.
Tech concentration isn’t automatically bad — it’s just concentrated risk. If GOOG/MSFT/META are a big % of your net worth, you’re basically long one factor: large-cap growth + AI narrative. It works… until it doesn’t. Alternatives can help, but only if they’re *truly uncorrelated*. Many “steady compounding” platforms are still indirectly tied to market liquidity and macro cycles. Personally, I think balance matters more than diversification theater. You don’t need 20 assets — you need exposure to different drivers: * Equity growth * Cash-flow / yield * Hard assets (commodities) * Possibly systematic / tactical strategies That’s actually why I focus on Forex and commodities in Alphamind. Currency and macro flows behave very differently from tech equities. When stocks are choppy, FX often trends cleanly. Different engine. You don’t diversify to reduce volatility. You diversify to reduce *single narrative risk*. If you can emotionally handle drawdowns and your income is stable, trimming a bit into broad ETFs or macro exposure makes sense. Just don’t buy “alternatives” blindly because they sound smoother. Understand the driver behind each asset. That’s the key.
The other side is IBKR charges for EVERY equity shorting. Even Msft, APPL, GOOG, etc... IBKR 'Markets' to a Much different crown than the Big Brokers. Also any HTB fees at like Fidelity/Schwab are Double + at IBKR. They marketed getting paid to borrow your shares, yet all the brokers do it now. For me IBKR is a Joke!
In your mid 30s being equity heavy makes sense, but being tech concentrated is a different question. GOOG, MSFT and META are great businesses, but they’re still one sector and heavily correlated. If tech underperforms for a decade, that concentration will feel very different. Broad ETFs don’t necessarily lower returns, they lower the risk of being wrong about one theme. Alternatives can smooth volatility, but they often add fees and complexity without guaranteed outperformance. If you’re fine with volatility, maybe the cleaner solution isn’t alternatives, it’s just widening the equity base a bit. Concentration builds wealth, diversification preserves it. The real question is which phase you think you’re in.
Meh. Goog is way oversold for some reason. I might double down on GOOG and MSFT.
GOOG backed off from WBD deal too!! 🥳
After GOOG, NVDA and now RKLB, I’m tired boss.
Comparing PLTR to GOOG is peak regard
Loading up on PLTR. This is GOOG at 150 a year ago story. Watch!!!
Why does MSFT half ass everything while promising the opposite? They told us windows phone was here to stay, and axed it. Cortana would always be our ai companion, obliterated. VR would enhance the desktop experience, gone. Win10 would not end and stay with lifetime updates. Everyone knows CoPilot is next. At least GOOG and other companies don't make these promises to start with. There's entire companies that have made these 'failed' sectors of Microsoft with successful implementations that became their whole business. Satya is running them into the ground faster than Gates flew them to the moon.
Loaded my asshole up with GOOG and MSFT before close
but were you green today? Still good though... GOOG is my biggest position, so it dragged my port down to negative today. My cost basis used to be like 180, now its 218... but i also bought like 4 leaps 320 strike when it was coming down to like 317 this last time... those are still pretty red... oh well '28 expiry isn't gonna be a problem I'm thinking.
I remember when it was like $3. Also remember when GOOG was like $2 (all splits considered)
Why are the GOOG & MSFT logos the same colour? Shit’s cringe
# can you imagine spy going green with NVDA & GOOG declaring bankruptcy on the same day
Should I rotate GOOG into MSFT
GOOG & NVDA: Two companies that are insanely profitable and well-positioned at an unprecedented scale. 🥭 market: puts it is.
GOOG fighting for 305, it should have been fighting for 405 now 😡😡😡
It's ok for people to ask for the market to spare AI stocks growing 30% YoY while still only at 25x - 30x PE. E.g. networking bottlenecks, etc. I do now own 2 Mag7s, GOOG and AMZN, but haven't owned NVDA since 184 last fall. Saw this coming as it needed to rerates its PE.
I unwinded the last of my ASML position because of this. We're definitely in the throes of the AI CapEx supercycle, but the moment one of the hyperscalers flinches, the ride down will be gnarly. It could be two years from now, but the time to buy into the shovels was 2-4 years ago. I'm debating on GOOG. They've proven their ability to reinvest in the business and continually fend off competitors, but I don't like to see FCF multiples compress like this to starve out AI labs.
Honestly with GOOG i don't think you have to. Revenue is still mainly Google Ads, and it doesn't seem like it's slowing down anytime soon.
I have NVDA, GOOG, META and MSFT. Can’t get more regarded.
The hedgies are fucking up GOOG again
MSFT GOOG NVDA is the best MAG7 stocks in terms of profit margin, net income, and revenue. i sleep like a baby full porting MSFT
How can you have GOOG bags is beyond me man, it's a classic example of regard betting on winning horse, but somehow still losing.
Went CALLs shopping : AVGO, GOOG, NVDA - looked like good deals to me. God bless.
GOOG Foward P/E 20 now, value territory again?
AI doomers are fucking pussies is my conclusion, people think it makes them sound smart when they say "it's a bubble" even though they're just as uninformed as the evangelists. i'm actually kinda rooting for all those smug boomers to lose their jobs, the one fucking thing they derive their identities and ideas of self-worth from because they're cucked into believing it by Big Daddy Capitalis. Work makes free, and evil AI will take that away. PUMP MY FUCKING GOOG BAGS
GOOG is getting killed because of exposure to ASIC & TPU technology. it has a worse ROI because it is more specialized than NVDA gpu tech
Why did GOOG lose their entire pump from last week lol. Like, what was the point?
All my names are getting gaped… NVDA, MU, GOOG, ASML Only one that isn’t is PLTR ….. oh wait, never mind, just end me.
The top would be in once companies like NVDA and GOOG start missing their earnings. This is just the obvious move to fuck over option traders.
But seriously, what do they even want from NVDA and/or GOOG?
GOOG Foward P/E 21 now, value territory again?
Calls on Spy, QQQ, NVDA, GOOG, AVGO
Just remove GOOG and NVDA from SPY for today pls
I fucking hate this market. GOOG beats and it’s been non-stop pain. NVDA beats and they tank. And the next time I’ll sell before earnings you know that shit gonna fly. Fucking clown market. Fuck my calls.
Not very often in recent times have you seen MSFT up a decent amount whilst SPY, NVDA and GOOG are down. Good sign for a recovery.
I have a sense this will be the year you want to sell CCs on GOOG pretty consistently. Great company, but the time to buy them was last spring/summer.
Yes keep consistently investing in the S&P. If you want to add more risk a nasdaq index like QQQ is fairly safe. It will be more volatile than the s&p but still not as risky as individual stocks. My trading portfolio is 50% VTI and a mix of QQQ, GOOG, AAPL, AMZN, and BRK. I do “the wheel” and sell covered calls for a little bonus. This is a fairly low risk way to eek out a bit more gains.
And GOOG continues to be shit
Traders betting markets go lower! so wrong! AI winners my op: NVDA, AVGO, AMD, OpenAI, SNDK,APP Not so much winners my op: Anthropic (lack distribution /partners/cash), MS, AMZN, GOOG, ORCL,META, MU - anyone spending - forced. We may see shift in valuations fm bottom names to top
until the "market" (hedge fund managers and algorithms) realize that we don't have enough power for the data centers promised, the AI trade is gonna continue. It'll become a smaller set of companies tho, by the end I assume it'll be like $NVDA and $GOOG.
A combination of Tech and more diversified is probably best (imo). Not only does it smooth things out but it gives you opportunities to capitalize on swings on one side or the other. For example, tech dropped a lot pretty recently. This gave me an opportunity to buy the dip by converting a chunk of VTI and buying META/AMZN/GOOG when it dropped. If someday the market rotates back and those stocks are up a lot more than VTI, I might sell and rotate some of that money back into VTI. It's also a lot easier psychologically when your port is down 5% when tech is down 20% rather than being down 20% :P
Hey everyone, looking for some outside perspective on my portfolio setup. I’ve been trying to move from randomly buying stocks into something more intentional and structured. **About me:** * 31 years old * Long-term strategy but targeting stronger growth over the next \~5 years * Stable income (\~$130k/year) * 90k in savings, 30k in 401k * Fiance makes 100k, and has about 100k in a 401k, and 45k in savings. * Comfortable with some risk/reward but not trying to gamble everything Right now I plan to take $40k from my savings to start my investing and plan to add $750/week consistently spread out to my portfolio. Here’s what I came up with: |Stock|%|Initial Amount|Weekly| |:-|:-|:-|:-| |VOO|22%|$8,800|$165| |SCHG|22%|$8,800|$165| |MSFT|6%|$2,400|$45| |GOOG|12%|$4,800|$90| |SMH|10%|$4,000|$75| |NBIS|6%|$2,400|$45| |ASTS|12%|$4,800|$90| |RKLB|10%|$4,000|$75|
> AI industry Isn't GOOG the King in the 'AI Industry'?
its Joever most tech stock ER moves have been red, GOOG, AMZN, AMD, NVDA sell everything
I mean, GOOG did the same thing a couple weeks ago
It probable came from the $600B pool of money that MSFT, META, AMZN, and GOOG put together. All of their business are legit, so this money is probably legit too. Someone needs to grab the biggest chunk of that money, it might as well be NVDA.
I think GOOG is the exception
Same. Just gonna hold on to mine. Rather put more money in GOOG now its at a discount
As long as this pumps MSFT and GOOG
What a silly way to argue this lol. "If you're not willing to go 100% in a single equity, you don't actually believe in it." I'm long on both GOOG and ADBE.
$GOOG Who the heck buys $GOOGL?!
Yea, I remember those days. I remember telling them to look at the fucking profit margins. Their net income were consistently 50% of revenue. That is just insane for a mega cap. Not even MSFT or GOOG could produce that type of profit margins.
GOOG’s continued bull run is now CONFIRMED. thank you
Wow did I finally time GOOG right?!
GOOG sticker literally looks like it’s off.
GOOG is an NVDA hedge these days
30% MSFT, Meta, GOOG 60% SMH, NVDA, MU, TSMC 5% GLD 5% SGOV
I’m split 50/50 between MSFT and GOOG. Might full port MSFT here
Its hard to say - in some ways this is bullish consumption SAAS I think, but in others maybe bearish SAAS specifically... ai infra hardware has run like u said - AMZN/MSFT/GOOG for cloud exposure might be safest atm? Idk
Just wanted to say thanks again to the random person in the daily that mentioned FRMI when it was at $9.00. Fuck you GOOG and fuck you too AMZN