GOOG

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.

DiminishedProspects

I can’t buy enough GOOG. I’ll sell you the puts

RaisinZRH

If there is one stock to buy right now, it’s GOOG. And AAPL.

Lanky-Fisherman-6341

Here’s Claude AI being a negative nancy for *shits and giggles*: The screenshots and the per-lot SPY comparison are the weakest part of his case, even though they're the flashiest. A "Lot Details" screen only shows positions he still holds. His own strategy is to trim into strength — so every lot he sold, and every position he exited at a loss, is invisible here. Three names that happen to be AAPL, GOOG, and AMZN over 2020–2026 isn't evidence of dip-buying skill; it's evidence he owned three of the biggest mega-cap winners of the era. Anyone who bought those on *any* schedule beat SPY. What his numbers can't separate: - **Stock picking vs. timing.** Buying the dip in AAPL beat SPY. So did buying AAPL at random. The dip-timing premium is the gap between those two, and he hasn't shown it. - **Regime vs. edge.** Post-COVID, essentially every drawdown recovered within months. That made "buy fear, sell strength" nearly unloseable. 2000–2013 would have handled it very differently. - **The portfolio claim.** "2x the index over 6 years" is the real assertion, and none of the lot screenshots test it. That said, the boring parts of what he describes — few positions, real liquidity, willingness to buy when it's uncomfortable, not touching options with the core — are legitimately the habits that separate people who do okay from people who churn. On the $10m comment: percentage returns don't care about account size, so the math scales down fine. What doesn't scale is the position. Holding 40% cash for a year is a rounding error in his life and a serious opportunity cost in a $10k account. And a 30% drawdown means nothing to him and can mean everything to someone whose savings that is. The advantage isn't the strategy — it's being able to be wrong for a long time without consequences. I'm not a financial advisor, and this is a read on his argument rather than a recommendation either way.

Federal_Radish_1421

My dad has been in the market since practically the day he turned 18 in the late 60s, so he’s been through everything and nothing has shaken him. He prefers to stay patient and buy when there’s blood in the streets. Even the dot com crash couldn’t shake his faith in tech. His defensive stocks he picked up in the aftermath of the GFC, because he figured if we’re going to have a functioning economy we’ll need national banks and industrials like CAT. I doubt he’s added since. They’re really not his thing. But he has let them run ever since. He got into mega cap tech long before they were the Mag7, several from IPO, and has been doubling down on them ever since. He does like to get a piece of all the highest profile IPOs. They’re not all winners but sometimes they become the GOOG we know today. AAPL he started buying a year or so before the GFC because my sister wanted a Mac for college, and that surprised him. He asked his niece and she said all the kids want Macs, so he figured there’s something there. He’s owned a MU and LRCX since the GFC. I don’t know why he chose those specifically, but he has added to them since. I know he was a buyer during the Covid crash. In addition to shares, he also likes leap calls two years out when price is weak, and he pauses new calls when the market feels toppy to him. Mostly tech but not exclusively. I randomly called him once and he was talking about WMT calls. He doesn’t catch every top or take advantage of every bottom. But he has the kind of patience that many investors today lack. I look at MU and see cycle after cycle of disappointment before a parabolic run. He says, “It just kept moving higher so why would I sell?”

vulgarbas3rd

I bought META, AAPL, HOOD, RDDT, GOOG. All after earnings. Easy profits.

Ivegotworms1

I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.

GlokzDNB

There will always be part of population which can't stand waiting 10,20 or 30 years for compounding. That's the harsh truth, if you want to build generational wealth the money need 3 decades of compounding and the amount of increase between 30 and 40 years is even more these people could get with trading in their dreams. But for long term investors there's also chance to get 20% over 10 instead 10%. Buffet had checked these two things - getting 20% average over maaany decades. He started at 11 but most of his wealth was created after he was 80. Im on my way, started in perfect time of a small bear market, thanks to good stock selection and understanding fundamentals, took some risks and im at +100% on GOOG just within one year, +100% on panw in just few months. And have more of these. I think avoiding crowds and still selecting quality stocks that market doesnt like (MSFT for 350 was hated stock, but for 460 now is glorified) we can be little bit like buffet. But it takes courage and taking risks. Some will result in a loss, that's fine but we don't need to invest in stocks that go parabolic. I think investing is very hard, harder than trading because you're constantly bombarded with news, you're constantly pushed towards trading and speculating. While investing is boring and needs to be so, good stocks can do shit for months or years and then go parabolic for few weeks. Good luck everyone, I'm trying hard to keep my 30% CAGR with twr, beating nasdaq, staying sane on the road.

CharmingThirdTime

I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?

Key_Category_8531

The issue is regards overcomplicate things The move is simple: buy GOOG That's all that really needs to be done

CharmingThirdTime

Nah as someone that went 100% in on a stock, going 100% in is going full regard and I have a never going full regard rule after that But if your psych can handle being all in on google and you’re sitting on profit already then good for you. I recently told someone else on a thread that Google is a stock I think is a long term hold and that it behaves like an etf IMO. I sold my GOOG on Friday to use the money for potential DCA on trades / having dry powder for dip opportunities, but if I wouldn’t of needed the money I would’ve held.

Key_Category_8531

Depends what your plan is I’m 100% in GOOG, it can work to full port, but it’s not for newbies

Key_Category_8531

Idk why you don’t just ease your suffering and all in on GOOG

Yogurt_Up_My_Nose

cash gang makes sense when it's a small amount of your gambling port. but man, if you missed out on the MSFT / GOOG / AMZN run in your primary account. that's fucked.

WilliamTeacher

“It’s not cash. Nobody sold anything. The number just went up!” Most of what you said was generally helpful but here’s where you trip up. Anthropic sold a lot. They made profit last quarter selling their AI services through all the money they spent on compute, with exponentially growing revenue going forward as we speak. The valuation isn’t like SpaceX, it’s not based on farts and Elon’s ketamine fantasies. It’s hard cash and revenue projections. Those shares are worth more than before. Just because you didn’t realise the gain doesn’t mean you’re not worth more if your shares went up. Anthropic dominates the fastest growing and most profile AI segment - Enterprise AI. Amazon and Google own huge chunks of Anthropic and their dominance is likely to remain going forward, with their profits being recycled into compute and chips from AMZN and GOOG. There seems to be this idea that AI doesn’t make money but the profitability has just begun on a massive scale and every reasonable projection shows exponential growth. Turns out Reddit autists don’t know more than the most successful tech CEOs in the world. I’m in awe.

Etherius

AMZN and MSFT and GOOG are already profitable on AI Meta is close The question is “is Anthropic profitable?” And we won’t know that until we see their operating margins in October

Ephemeral_limerance

GAAP should consider their ability to collect consideration before recognizing it as revenue as well. It’s a fugazi, as an auditor, I’m not holding up filing and pushing back against AMZN’s CFO just cause round trip revenue is a fraud risk. Imagine being audit partner on GOOG and popping the AI bubble effectively bringing down the whole market despite independence and tanking your own investments. The whole market wants to keep the bubble going until it can’t go anymore. Party keeps going until OpenAI and Anthropics bills come due

Vlisa

the only two wins I know that sub has gotten in the last 4 years is GOOG and UNH Cancelled by every other flop like NOVO and PYPL

option-trader

Yep, it's clearly a shakeout of the weak hands. Fundamentals actually look stronger after seeing SKHY post profits on par with MSFT, GOOG, and AAPL. It posted Q2 operating profits of $41.5 B compared to $40.6B, $40.77B, and $35.69B for the other three, respectively. Then we saw STX with blowout numbers telling us the memory play here is intact. WDC and SNDK will report on Wednesday after the market closes, and I expect more blowout numbers. WDC is at $550, and it'll be above $700 by year end. I expect SNDK to be above $2500 by year end. SNDK is going to report EPS above $35 and then guide FY27 to $225-$250. At $2500, that's a p/e of 10 making it reasonable at least until FY28 can be more visible.

Aggravating-Big3858

Thanks for sharing ... not here to hate on this fairly sensible strategy. I've essentially been 100% SPY for 25 years, and now that base is big enough that picking stocks and trying to outperform is relatively pointless. Of course I'd love to find the next MU and ride to the moon, but we all know that ain't happening. Buying MSFT or GOOG on a dip is basically just buying the SPY, so unless I start day trading biotech penny stocks I'm SOL

Emilio___Molestevez

retards in here are fucking **STILL** going on about an AI bubble after $GOOG $MSFT $AMZN earnings is the most bullish thing I've ever seen

Extension_Diet4064

Holding 35% in cash creates a massive hurdle rate drag against the equity risk premium over full cycles. When your picking bucket holds 8 to 10 mega-caps like GOOG or AAPL, it doesn't add much diversification since you're just doubling down on the top 30% concentration of the S&P core. The hardest part of this setup isn't buying fear. It's maintaining margin of safety discipline on exits when multiples expand past historical norms. Without mechanical trim targets, cash drag eats into the excess return generated from stock selection.

SanDisk_Made_Me_Rich

I'm going to be honest with you all and this an uncomfortable reality you may need to accept: Judging by the memory & storage shortage & high prices we see today, expect to see high prices & a shortage of sex robots in 2030+ That may mean some of you may need to share a sex robot just like technically you're sharing a woman with other men when you hire an escort. And I'm going to take a page out of $MSFT, $AMZN, $GOOG playbook and amass as many sex robots as I can and then rent them out. I'll be a sex robot pimp 🕴

SanDisk_Made_Me_Rich

These companies are not stupid $AMZN, $MSFT, and $GOOG. They’re spending even more money because it’s incredibly profitable to increase capacity Look, if you were running a business that was capacity constrained and had really high margins, you would beg, borrow and steal to expand that business.

notreallydeep

>"is the market cap low enough that this company can grow significantly" Meanwhile the 10 largest market cap companies over the past decade: AAPL: 1,100%, 28% CAGR GOOG: 900%, 26% CAGR MSFT: 750%, 24% CAGR BRK: 300%, 15% CAGR XOM: 100%, ~11% CAGR with dividends AMZN: 800%, 25% CAGR META: 470%, 19% CAGR JNJ: 160%, ~12.5% CAGR with dividends JPM: 500%, ~22% CAGR with dividends WFC: 75%, ~9% CAGR with dividends

Valkanaa

It depends how you look at it. GOOG issued 87M in new shares this year and that money is already spent. MSFT hasnt issued any.

patricktu1258

What’s the Best Buy now to long AI if I want to diversify away from semi and memory? I am considering GOOG, MSFT, AMZN.

Due_Fennel_8965

MSFT and AMZN mooning after earnings was a pretty good tell GOOG follow to some extent, but betting on 350 0dte is crazy...

skeletor00

GOOG it is

No-Most2405

current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing

qaswexort

I first heard of him when he shorted GOOG because of a thesis that they are falsifying ad click numbers due to LLMs. He closed the shorts a week after he placed them because GOOG shot up due to news unrelated to his thesis. 

-LordDarkHelmet-

What was it about that day that made you think "today GOOG is gonna pump"? I get earnings plays and things like that, but this seemed like a random day?

zin3d

Buying GOOG calls on that nonsensical earnings dip was the easiest and most brainless 50k I've ever made

BeefyMcPissflaps

That's the wrong way to think about this. AAPL is treating AI as a commodity and paying GOOG 1bn a year for Gemini to run their 2bn installed devices. GOOG is paying AAPL 20bn to be the search engine on 2bn installed devices. AAPL has 1.8% Capex on AI. Let's talk about who's winning and who's left exposed.

Consistent_Panda5891

Quantum is pure scam. Plus invest in GOOG if you think it has future... Those companies chips are like 1940 pcs. I only see one viable use case of quantum, which is break BTC. All other stuff are currently protected under 2FA, max 3 retries before blocking account... No way they can break the system up. ASTS yes is bad business model, or did you not see hot it tanked like 30% because his Amazon launcher was blown up...

NerdSlamPo

I don’t know what was going on with y’all. GOOG put me immensely in my port today

Remarkable_Pin5438

nice work on the NVDA run that 60% is fat. SPY taketh away sometimes but GOOG covering the sins is chefs kiss. bol next week

DarkR124

Okay day. Nice little 60% gain on NVDA at open, gave back 20% on lotto puts for SPY. Also made $2K thanks to GOOG going vertical. Have a great weekend yall.

Damerman

Play disco elysium... Take care of newborn and toddler and then look at charts before futures open sunday night. Gonna focus on AMD, QQQ, NVDA, GOOG, MU, VRT, BE, LITE, CRM.

Elidan123

MSFT and GOOG gang eating good this weekend!

Saltysunbro

GOOG after that earnings dump was really free money huh

Due_Marsupial_969

But a man can't live on earnings alone. The harvest is nice, but we like to see if at least half the seeds being sown will survive Winter. Cuz Winter comes for everyone, including GOOG and NVDA.

Spac55

Can GOOG be next ORCl or META for debt load

Taiyoken

Closed all my options, +40% NVDA, +60% GOOG. Now what?

Aggressive-Bother341

GOOG MSFT my sweet loves come here so that I may suckle on you

juancuneo

I started investing in 2002 when I was in college. I started with $8k. Made some good buys like Apple, GOOG, Meta. That portfolio is worth around $600k now. Likely more as I moved money to different accounts over the years (account is in my home country and can only sell once I moved to the US 15 years ago), but that is what I started with in that account, and that's what I have now in that account. I remember when it was only $50k and I thought I had a lot of money!

No_Zookeepergame_27

Why GOOG up so much?

spicykimchi_inmybutt

GOOG gettin cuck'd by the 20ma

Own_Purple229

On the real I guess I’ll invest into GOOG/Amazon

Spac55

$GOOG $META $ORCL $NBIS $CRWV $SPCX Debt load dilution not over.

DarkR124

Holy shit GOOG just ripping faces today.

ToolFanBoy

I wouldnt be surprised for GOOG to hit 360 before close.

VolcanicCupid69

Up $30k on GOOG today, giddy up

Elidan123

GOOG 360 EOD about to happen?

Spac55

$GOOG 250-300 by year end Debt load dilution not over

shanked5iron

GOOG out for blood today holy shit

Oranier-Citizen

No no keep trading options, just keep the sizing small so that if you end up in a losing streak, it's not the end of the world. I'm not a "VOO and hold" cuck. If you grew this from 4k, you are good at trading. Keep trading, keep the sizing appropriate, and it will compound better than VOO. Btw look into midterms historical cycles, I don't think being long the market until the election is a good idea. Market rallies after the midterms though. Those GOOG calls you're eyeing might bleed until early November. But that's my two cents.

Spac55

$RDDT $MU $GOOG $AAPL watching AI winter going Remember Crypto winter SPAc winter 2022

Singularity-42

I bought the ER GOOG dip (added more to my biggest position). Looking at GOOG today it was a good call! Hope RDDT the sme

Spac55

GOOG went to debt market, cash flow negative, probably looking to stop buybacks and stop dividend

Longjumping-Ad4487

Everyday - GOOG is a bitch

Samjabr

any reason GOOG is blasting?

No-Most2405

AMZN to 300 GOOG to 400 MSFT 500 eom August

SherbertMindless8205

You mean advertisers not willing to pay to advertise on google search? I think that's a different beast, GOOG search revenue was up +19% this quarter. I think the VAST majority of that revenue is from selling products, not traffic to publications. Like, people googling the name of a product and then google gets a cut of the revenue when the user clicks a web shop and orders from there. If online publications would "leave google", where would they go?

No-Most2405

Holy fuck AMZN GOOG and MSFT making me rich

PandAlex

'Member when GOOG was $320? Were you smart and bought GOOG or dumb and buy TSLA/SPCX?

1098duc_w_the_termi

Lmao so they took their AAPL money and dumped it all in on GOOG. This should tell yall bearish regards that this rally will continue because degenerates are desperate for yield in a high inflation environment

Elidan123

Time to bleed DRAM and send all this nice value back into GOOG and MSFT

guzzledglizzy

GOOG 395c for next week. This is financial advice…from a retard

anonymous_ghost-1

It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.

Midwest-Midbest

GOOG and AMZN making it really difficult not to just cash out my shares and wait for a dip to rebuy

HammerliSP20

GOOG 👀

Micheal_Hancho

MSFT and GOOG carrying the team

Far-Requirement9180

GOOG big dick lol

Spac55

$RDDT partnership with $GOOG,

Effective_Throat6127

GOOG was the play

Godatma

Bought 0DTE GOOG calls and it started falling, money doesn't like me

tldamico

FYI, GOOG gave me these acrostics?

DarkR124

God damn GOOG just whipping out its big green Shrek and slamming it on the table front of bears

qaswexort

This is what GOOG should've been at after earnings. Congrats to dip buyers

ilovepepperonipizz4

It was roughly 20% of my portfolio. Largest position is all world etf with GOOG in second position. I think I will just hold cash right now and buy more GOOG when it goes down

Elidan123

GOOG going parabolic!

Waste-Head7963

Holy fuck GOOG pumping 👍

Elidan123

Time for DRAM to send their money back to daddy GOOG, MSFT and AMZN

leakybiscuit

GOOG 🙏

throwaway9gk0k4k569

GOOG is going parabolic. What the fuck?

Individual_Shine_847

Anyone wanna forecast GOOG price by 2030? I'll start - $1,000/share

verified-trader

**BanBet Won** — /u/Anzel731 (2W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $328.32 → $350.00 | +6.6% | 4d 1h | Won |

Elidan123

Market realizing they got it wrong after giving MSFT and Amazon a +15% gain! GOOG deserve +15% too!

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $350.00 (above) | $340.88 | $350.14 | +2.7% | Aug 1, 7:01 PM |