GOOG

f1ve-Star

Analysts expect it to be up to about $450 within 12 months. Everyone (@50 analyst houses) are saying buy, @ 6 holds no sells. That's about 25 percent upside which ain't bad. For me if it shoots up close to that price this fall I would likely sell (in a Roth only, no tax worries). Because the upper forcasts eare only about $500, so not much percent higher. There are other stocks with a bigger expected upside but they are not as solid and safe as GOOG. A 3 Trillion dollar company!

Rand-Seagull96734

You have to *buy and hold* at least two out of the big hyperscalers - GOOG, AMZN, MSFT - because you don't know which one is going to get leadership and materially grow their Operating Cash Flow. I own GOOG and AMZN. Then you have to have the equipment and fabs behind all the (AI) chips. I have ASML (cutting edge equipment) and TSMC (cutting edge fab). They win regardless of which chip companies win. Then you gotta own NVDA (incumbent chip). I also have QCOM because they will benefit from all Android smartphones getting AI enabled with on-device inference. Finally, you have to own whoever owns the smartphone consumer channel because of the upgrade AI will cause. AAPL is the obvious choice. AI models are going to get conmoditized because of the Chinese open source options, but I already have GOOG/Gemini and will buy Anthropic when it IPOs. Everybody else including OpenAI, Grok, Meta, etc are not likely to make it commercially because they don't control the smartphone channel. You have to watch for how (cyber)security software layers evolve as AI agents do most of the work, including bad actors threatening enterprises with agent swarms (kinda like drone swarms). I have tip toed into RBRK and S because they are doing AI informed cyber security from the ground up while the incumbents are either consolidating and/or grafting AI capability into legacy platforms. I don't have a strong conviction here, but this is an area to learn and invest. All this is just a thesis so we shall see, but it is not momentum trading like OP is doing.

beerion

Honestly, it's just whether or not you want to overweight them. I don't own any individually because for every dollar i put into an S&P 500 index fund, 5% of it goes into GOOG(L) and 30% goes into the tech leaders, more broadly. Do I really need to add more exposure outside of that?

WarmMinimalist

GOOG and MSFT are smarter right now. I don’t even know what Zuck is doing

IHadTacosYesterday

I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW

CouchPotatoFamine

How old are you? If you are 30 years away from retirement my argument is there are plenty of companies out there now that will 10X in market cap over 30 years, and that's not going to happen with GOOG, AAPL, AMZN, NVDA, etc. If you are 60, it's a fine place to be safe and probably get some growth, but doubling your investment IMO is a much less realistic scenario. Plus their dividend is laughable, as someone else mentioned.

OllieSchniederjans

I agree with your sentiment to be a touch more aggressive with Roth IRA, I do the same. Not to the level of going all in one stock but I do have about 1/3 of my account in single stocks. I’m 29 and as I get to my 40’s that percentage will get closer to zero. For $GOOG itself, I’d say antitrust lawsuits and use of other AI tools as the main negative. But, we could also list ten positives. It’s a fantastic, diversified company.

CecilGeorgeEdwards

At about $20 it will have the same price/sales ratio as GOOG.

573V317

I made a boat load from NVDA, GOOG, UNH, MSFT in the last few years. So yes... But if I had bought NFLX?

WorkingGuy99percent

And the spending is coming from GOOG, AMZN, META, MSFT, and so many other players that are deploying capital. Most of it is is money leaving their books, not borrowed money.

ThinkingOfTheOldDays

AEHR on the amd absurd capex raise MSFT / AMZN / GOOG

spicykimchi_inmybutt

random ass GOOG pump into a dump after hours lol

triezPugHater

Missed MSFT sold before earnings, barely got shit on AMZN, missed GOOG earnings rebound, now I bought a lot of AMDL before earnings instead of ANET 🤡 🤡 🤡 Also my covered calls fked me out of some gains on this recovery oops

TrashOfOil

Revenue, NI and a few other estimates? Absolutely. With a few exceptions (those going all out on Capex like GOOG), a bump in Capex like this isn’t worrisome at all. In fact, you could argue it’s bullish

JabCrossE4E5Quark

While I agree with your second part, Trump is completely toxic and when the dems win the midterms and then the general in 2028, they will walk away from PLTR and all these contracts and move them to another company (GOOG, META, I dunno who but a left donor not satan himself)

spicykimchi_inmybutt

tf, did GOOG have its own earnings beat after hours

PandAlex

100%. Insanely growing CPU TAM along with Helios and MI455X ramp. It's free money now. This is like GOOG at $320 from a few weeks ago.

Status-Net2947

My port is a port consisting of winners man: amd avgo meta GOOG amzn anet mu nbis (ORCL) (SPCX) thanks you

Majestic_Mention171

APPL will gap up just like GOOG did. Was saying this all-last week with GOOG

Yogurt_Up_My_Nose

some dude last week said he wouldn't buy GOOG cuz he was sure it would drop back down to $317 by last friday.

anonymous_ghost-1

I am not a demanding person, just want NBIS over $300, GOOG $400+, AVGO $500, RDDT $200+

spicykimchi_inmybutt

GOOG finally movin 🫣

PandAlex

If AMD tanks, its a generational buying opportunity like GOOG at $320 a few weeks ago.

Micheal_Hancho

GOOG should be 450 now 😡

QPRCHOC

Sell GOOG Buy under $350 (Berkshire buying price) Rinse and repeat. 

spicykimchi_inmybutt

come on GOOG, go up

spicykimchi_inmybutt

concerning GOOG setup

New_Ad_1682

I won't believe this pump is real until SNDK hits 2000 and GOOG hits 400. The way God intended.

spicykimchi_inmybutt

GOOG: “I sleep”

FLRugDealer

NVDA and GOOG are actually breaking my balls rn

Therecanbenopeace

GOOG, MSFT and AAPL still about 10% off their highs.

CheeryGeoDuck55

GOOG, NVDA, PLTR, and PANW would all plummet if you believed in the bs you're saying lol

FLRugDealer

Aapl calls yesterday, NVDA calls bought near open, DRAM calls bought a few mins ago, and GOOG calls bought about 45 mins ago

United-Dot-2814

Is GOOG the new MSFT?

I_work_too_much

Literally everything green premarket. My portfolio: GOOG drooling in the corner

Opposite_Engine_6776

Fucking bitch ass GOOG choosing to sit out today’s pump.

Samjabr

strange to see AAPL, AMZN, GOOG, META, MSFT all down but QQQs mooning.

8thSt

Maybe GOOG wants another 5% day? Oh you do? Ok, go get it boy!

Plastic-Research3144

BHYP literally the next GOOG?

1098duc_w_the_termi

AMZN and GOOG are just like us. Reporting their Anthropic stake’s appreciation as net income lmao. It’s like if somebody asked me my net worth and I counted my FDs that are up 1000% in that moment. Don’t these regards know they still have to sell?

aniote

Yes I'm a GOOG and MSFT hodler and life is pure bliss

night_shredder

I have PTSD from not buying GOOG at 160 last year

Own-Committee-3934

Bought the GOOG dip at 319. when we selling? $400?

NerdSlamPo

GOOG would have never dropped as much as it did if their AI just made goth Asian milf images like Grok. Elon is a visionary

finscoio

ROIC of GOOG's 2026H1 is stably around 20%, althoug FCF is negative but a negative FCF cannot last long.

Etherius

I just bought leaps on AMZN and GOOG I feel like there’s no way these don’t print

jbpotato

Bruh I sold my GOOG calls yesterday FML

ProudMatter9227

15% of SPY is GOOG/GOOGL, AMZN, and MSFT which all printed money last week into this week.

spicykimchi_inmybutt

GOOG didn't get invited to power hour

Elidan123

bought some 8/11 SPY puts to counter all my GOOG and MSFT plays in case we reject ATH.

creemeeseason

Didn't read Amazon's report, but GOOG put out their "adjusted EPS" to correct for the massive one time earnings. A lot of people missed it in the headline numbers.

WorkingGuy99percent

SPY companies supposed to boost earnings by 20% YOY. Pulled back on fear, uncertainty, and doubt. Earnings proved to show higher earnings. Some had higher spending...GOOG...and that one tanked the SPY. META, MSFT, AMZN and other first movers showed that ROI on hyperscaler, AI spending is real. The uncertainty has been erased and the gains are proving real. All those people that sold are now rushing to buy back in and push a lot of big tech higher. The stupidest move is the drop in AAPL. I bought more AAPL on the drop. The next six months, with holiday sales and new phone dropping this fall, will pamp up AAPL. The fact that it was downside that was unsustainable. Presidential stupidity is not even enough to keep the markets down. Can you imagine if we had ANY OTHER US President? Holy Moly, we would be 10% higher than where we are right now. Tariffs and oil and FED independence would not be holding things down.

FartPolluter

AMZN and META net debt, them and GOOG negative fcf, and MSFT bakance sheet deteriorate but much longer runway due to historic cash foretress

Tempest1897

GOOG MSFT AAPL AMZN putting the mag back into MAG7. They are a huge part of SPY

AssociationFit3009

Everyone changed their mind. It’s a good day to be nuts deep in AMZN and GOOG

Vincent_van_Guh

Maybe GOOG should just buy RDDT

mighty_sys_admin

sold my GOOG, +15% since the earnings drop :)

AssociationFit3009

Thank god GOOG and AMZN almost have me even in my portfolio.

DarkR124

Damn GOOG going to have back to back 6%+ days? Almost all the big boys ripping today. Could have had 10x’s on a lot of em with 0dtes.

QPRCHOC

So I'm highly regarded in some circles and I've sold 3 CCs on GOOG expiring in two weeks with a strike price of $370. Sold them for about 50 bucks each and they're at a grand now. What do? Roll to $380 calls? Wait for now?

Key_Category_8531

I'm a GOOG investor We are doing terifically lately We squashed all the bears in our subreddit and they all vanished. Now we're climbing rapidly back up to all time highs All of us GOOG investors are super smart We are the ones who will be winners by the end of this

9tacos

Riding GOOG to Kharg Island 🚀

infected_scab

Strap in GOOG hodlers the ride is on again

Spac55

$META, $AAPL, $GOOG, who has big cash flow

-sakuranbo

finally got out of GOOG at slightly above break-even bye bye

spicykimchi_inmybutt

I hope GOOG releases gemini 3.5 pro this week to keep this momentum going 🤓

xSpectre_iD

Very thankful for GOOG rn. Watched a position go from -$500 to +$1000 in two days.

spicykimchi_inmybutt

GOOG you mf

spicykimchi_inmybutt

already started for GOOG lmao

Poland_Spring10

Sorry I bought msft. Not sure about GOOG I sold… it should be going up

spicykimchi_inmybutt

Looks like GOOG got rejected again by 370, going back down

QPRCHOC

Selling GOOG now and buying back in under $350 is the easiest swing trade ever.  Daddy Warren will keep it up. 

spicykimchi_inmybutt

GOOG dawg, come on, hold 370

spicykimchi_inmybutt

does GOOG break 370 this time or is it gonna get rejected again

Icy-Dimension2914

These assholes couldn’t have just done this after GOOG earnings?

MagneticRetard

i should have held my GOOG calls through the weekend instead of taking profit

PandAlex

Reminder that GOOG was $320 less than 2 weeks ago

Taiyoken

Bought a GOOG 8/21 360C on July 21st for $1.45, sold at $3. It's $16 now. I am the whole circus

ToolFanBoy

if you didnt buy any GOOG in the 320's idk what the fk you were doin

codespyder

GOOG calls after earnings drop was the easiest play ever So easy that I forgot to do it

DaGOAT00000

Sold my GOOG calls at 335 FAWK

tryexceptifnot1try

Look at the Mag earnings too. The recent winners, GOOG and AAPL, tanked hard while the losers, MSFT and AMZN, popped 15%+. Those were squeezes and rotations. Either way it means the hardware trade as a leader is dead which is why I am loading up the SOXS. That trade is de-levering in real time. I have been buying overnight before KOSPI opens and selling after it does. Face rippers in both directions is exhausting though. On the surface my account says +15% on the year, then you realize that's just an average of -45% and +105% months.

StophJS

I'm so mad at myself for selling my GOOG calls on Friday

theundiscoveredcolor

Papered GOOG again.

QPRCHOC

Good price to sell GOOG now.  Back in sub $350.  Easy money. 

Fuzzy-Board-6318

tf talking about? META, MSFT, GOOG all up

Scyllaqt

GOOG back to $370 already?? 👀👀

stupidber

I'm old enough to remember GOOG $150

bartturner

Adding to my GOOG position. More than anything because they shared they had over $500 billion of unrecognized revenue and would recognize over 50% of it in the next 24 months. That is like Google adding a 2024 entire Microsoft in just 2 years! That is a bit mind blowing. I believe the three hyperscalers, Google, Microsoft and Amazon will be the three biggest companies in the world in the next few years.

1098duc_w_the_termi

If Anthropic IPOs even a month before OpenAI, OpenAI won’t be able to get out of the gates. This isn’t the 2010s when FB, GOOG, and even AAPL were still growing, nascent businesses with a valuation in the 10s of billions. The adoption of AI has been so fast and quick that they’re much more mature. What kind of returns will there be following their IPO? Tepid take, but bubble pops after the Anthropic IPO pop fades.

xSpectre_iD

GOOG still ripping.

NerdSlamPo

I half ported GOOG at 321. Very happy this week.

PM_ME_UR_BEST_1LINER

Feelings on buying shares or leaps? I have leaps on TSM, GOOG, AMZN. I have shares of MSFT

No-Most2405

Currently have GOOG MSFT AMZN NVDA SNDK CRWV INTC NBIS up 110% ytd what am I missing

Fact-Resident

Kinda crazy that AMZN’s going to run 100% in 2026 like GOOG in 2025.

No-Most2405

Mag3 AMZN GOOG MSFT

No-Most2405

so glad I held AMZN MSFT and GOOG

AdonisCastrati

What do you think about Adbe? I got into GOOG when it was at $150 caused it looked undervalued and got into UNH when it was at $280 cause I thought market overreacted. Now I've been thinking the market could be trashing on ADBE a little too much.

Shoddy_Ad7511

GOOG is my biggest holding. Still could be in trouble if OpenAI can’t turn a profit and can’t pay their debt. We still have zero idea if AI can even be profitable. OpenAI is undercharging their customers and losing billions each month.

Lanky-Fisherman-6341

I don’t get any of it yet, cuz I really am a regard in all the senses. But, here if it matters at all to you or anyone. OPUS 5 responded: Ha — fair. Though the structure clarification does change the picture: if the active sleeve is half the equity bucket, that's roughly 30% of total, which is a satellite, not the strategy. That's a much more defensible thing than the original post implied. The sharpest thing in your reply is the Apple trim: the shares you sold were up about the same as the ones you kept. That's a clean separation of two activities that usually get bundled together. The returns came from picking three names that compounded and sizing them big enough to matter. The trim/rebuy cycle is doing something else — it's managing concentration and generating tax events, and on that lot it neither added nor cost you much. Worth keeping those in separate mental buckets, because if you attribute the returns to the timing, you'll keep doing the timing in a regime where it stops working. On the beautiful problem — one thing worth naming: three names isn't three bets. AAPL, GOOG, and AMZN share a factor exposure. Whatever repriced mega-cap tech in 2022 hit all of them at once, and would again. The question that usually resolves the sell-vs-hold tension isn't a tax calculation, it's whether the boring core alone already funds the retirement. If it does, the concentrated sleeve is surplus capital, drawdowns there are regret rather than ruin, and paying LTCG to diversify buys insurance you may not need. If it doesn't, the concentration is load-bearing and the tax bill is the price of not having your plan depend on three correlated positions. *BSSS* Tools that sidestep the binary, if you haven't already looked at them: donating appreciated shares through a DAF if there's any charitable intent (kills the gain entirely), exchange funds (7-year lockup, defers), harvesting losses elsewhere to offset trims, and a systematic trim schedule instead of a discretionary one — the "wait for strength" instinct is exactly what keeps a position overweight. And if bequest matters at all, step-up at death changes the whole calculus.*BSSSSS* Still not a financial advisor — but which side of that funding question you're on is the fork worth answering first.