Reddit Posts
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
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
Mentions
Not as bad as GOOG has been crapping the bed.
This is an excellent buying opportunity for esp INTC, GOOG
Yea, Google would be great if it was mostly cloud like Amazon. But it's not. They have a monopoly in search, which is going to die off the more prevalent AI becomes. And that's partly why GOOG is getting crushed despite their cloud success
I wish it was down only 44% ytd lol. It's down 62% ytd, 70% from ATH. There are obvious bad macro conditions right now in tech (GOOG, INTC and NOW are 3 "different" companies in size and sector, yet they all died). RDDT gonna bounce back up. Fundamentals dont lie, the price is too good to be true. Yes management sucks, I don't care. The business and catalysts (AI deals) are too good. You are looking at FUCKING 17B for RDDT!!! If the price doesnt move, someone will make an offer to buy the company almost guaranteed. We reached capitulation on Friday. Lots of people selling at huge losses "just to be done". Plus the tax harvesting. It may see $80? Yes. Will it be higher in 6months from now? Absolutely yes.
GOOG ad revenue growth slowed from 17% to 12% YoY due to AI overview pulling users away from links. This also hit RDDT's DAU hard. Investors see GOOG as a money printing machine due to search engine ad revenue, Q3 earnings demonstrated that is being eaten by AI search engine replacement. Next they looked at the $200B+ in CapEx this year killing GOOGs cash flow (-$9B in Q3 alone). Their net cash position plummeted $71.5B YoY (50%). All of a sudden GOOG is no longer looking like a cash rich company printing money on ad revenue. They are burning money for an AI product thats killing their ad revenue. And they're a solid step behind OAI & ANT on the AI front. The downturn has everything to do with AI and is not not algorithm selling. Its informed investors that are taking gains to hedge against oncoming risks.
why tf would you drop 1mln in puts over a company that has 20pe grows 40% a year and is down 50% from ATH? The odds are not in your favour. Yes your argument is correct, he would have needed to buy different exp and strikes (which is what he did for the calls too). Also, poots holders won, but that doesnt make them right. Just lucky imo. The correct play was obviously to be long. But because of what happened to GOOG, one could clearly see market macro conditions were NOT GOOD. So buy cheap hedges just in case. Basically the tail risk was underpriced
Would Apple dump like GOOG? What do yall think?
Same bags here. They are printing cash but getting disrupted by AI where it hurts (real eyeballs) the way GOOG is. I still RDDT is an acquisition target somewhere along the line. And regarding GOOG, fuk it, I bought the DIP
The entire bubble is predicated on virtually unlimited growth from Anthropic and OpenAI, both of which are seeing significant slow downs in the rate of increase in their revenues. The famous backlogs of MSFT, ORCL, GOOG, AMZN, NBIS, CRWV, etc. are either large percentages or the entire picture of both of these companies. Semi demand is gone when the AI labs go under. The other three have uses for the technology but not at a rate that justifies the spend.
I get the short term selloff on it, but most social media companies do limit access to non users already. And the GOOG deal to scrape data was over last Q anyways, wasn't it? EPS slight beat, and a huge selloff over not much in my opinion. DCA'd to $115 but will prob be holding RDDT bags for a while to see an upside I guess
Might be wrong but the decision of RDDT to have the user have an account to see content is to become the bastion of human experience; if you want to train your LLM better buy the whole company. Given the change in paradigm of agents and chatbots taking over the web search, it was only time for traditional marketing methods to stop working (hence GOOG taking a dump).
I would typically sell further out in time before earnings so there is still time value left after the earnings crash and you can roll them out. My initial earnings trade was a bull call spread and a bull put spread combo for a credit, I rolled my Nov 27 280 puts out (and down) to 250 puts in December for a credit. In case GOOG crashes further I plan on rolling out into 2027, always for credit.
Do people even read the fucking 10-Q? THAT PE ISTS FUCKING INFLATED, wait I'm in WSB never mind YOLO THE FUCK OUT TO GOOG 🗣️🔥
GOOG Jan 2028 META not so much - Mar 2027. They tend to be more range bound and volatile and I didn't want to pay the massive premium out to 2028. But I'll probably continue to play here for a while.
"Oh bro, i'm loading up to the max bro, if GOOG hits $300, you don't even know bro" *GOOG hits 300* "Oh bro, once we get to 240, I'm backing up the truck bro. I'm full porting it all bro" These clowns are so dumb
Bought a lot more, GOOG is diversified enough to keep growing.
Bought long term calls for GOOG 300 and META 640 at close on Friday. Easy money IMO. These capex investments, albeit significant, are required at this point. Can't afford NOT to. They continue to print money. They will be just fine long term.
all i heard was GOOG leaps
And if GOOG doesn’t work out they have INTC too, one will pay surely?
Bought NBIS and GOOG on Friday. Midterm is on Tuesday. If history repeats, we gonna see Green from Monday hopefully.
**BanBet Lost** — /u/CoveredCallMeMaybe (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $280.27 → $283.07 | +1.0% | 1d | Lost |
OpenAI and Anthropic will both collapse, but they will take most of Mag7 with them. TSLA will get black swan'ed a cluple years. The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity. Very useful tool, but not beholden to access bazed on expensive tokens. If hyperscalers were smart, GOOG, MSFT and META should cut their losses (capex) and save their businesses. They are diversified enough.
Then short Anthropic and use the proceeds to go long on GOOG for free. If you're that confident in your long winded thesis above, it means you've discovered a free money machine......[gulp]......
Can you imagine if the index replaces all the stock ticker with Pokemon pics? So instead of tickers say $GOOG, it's comes out as Ditto the pokemon pic and you click and buy it.. $Tsla = Pikachu!
No I didn't miss anything. Heck I own some GOOG and don't intend to buy any Anthropic after it's IPO. There is academic research showing what happens with stock prices of unprofitable companies with high growth potential: they get super high valuations because their range of potential outcomes is so wide and they receive investor hype, and their value drops as they actually start making money and the range of outcomes narrow. Google makes a ton of money but the majority of its business can't potentially 50x its revenues over a decade the way investors think a more pure play AI leader potentially could like Anthropic.
I'd buy AMZN under 125 and GOOG under 100. Everything else in your list can go into the dumpster fire behind Wendy's.
Yes don't forget about their $500k of expiring GOOG calls.
**BanBet Lost** — /u/Mnmsaregood (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $281.58 → $290.00 | +3.0% | 2d | Lost |
I'm at an 140 average. Definitely buying more of RDDT and GOOG on Monday
GOOG ITM January 250 call and sell the 350 sell the January 250p and it all gets called away and put goes to zero. I’d be ok with that.
Why are people so stupid? GOOG is down 10%.
Hmmm. Genuinely concerning change of business practice. Where will advertisers divert their spend? Maybe I should have bought the META dip instead of doubling down on GOOG
GOOG charts are beyond hideous rn and their FA stinks so bad, no one wants to get near it I wouldn't be surprised if folks want to wait till next Q's Earnings Call and see if they can finally deliver on their promises, it would be the prudent play
He isnt looking for a move, OP just needs any positive price movement to be profitable. These are deep ITM they aint going to zero guaranteed. Hes just leveraging some cash expecting a rebound soon. OP I think these will work just have a profit goal and sell when you hit it. Fridays price action shows GOOG is at a realtive bottom for short term
I bought GOOG calls as well but they expire in 12 weeks not 1 lol
suggest a large GOOG investment
my risk tolerance has gone up, I think I'm ready to invest in some of those new fangled internet stocks what does everyone think about GOOG?
I have like a super large position in GOOG. Have been buying almost every month since 2021... My cost basis is roughly 14x the last time I checked
google: we've deployed AI at scale to billions of users GOOG -100%
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.