Reddit Posts
Buying into fear (or catching the falling knife of Nvidia and earlier MSFT, META, GOOG, etc).
Ran the numbers through multiple models and calculations, these are the numbers estimated for following stocks by next year.
$GOOG whale alert: massive $34.8M sold put premium at the close
Asked him to pump my GOOG calls. He’s thinking about it.
What if I full ported IRA, ROTH, and brokerage into $GOOG and held forever?
Why I added $15,000 to my RDDT position
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
Mentions
When does GOOG go back up?
Sitting on AMD and GOOG and NVDA shares and calls that are all about to print me a million dollars. This was the easiest dip to buy ever.
Your point doesn't make sense mang. If CUDA is so good, why would you invest in AMD or Intel? I don't agree with any of your narrative lol I have NVDA, GOOG, and AMD LEAPS
Agreed. i just dont see NVDA, TSMC, GOOG, AMZN, MSFT as losing. I see Anthropic and OpenAI as the clear winners here right now. Its a matter of everyone else at this stage.
I mean let’s not pretend certain companies are not aware of the danger. It’s a calculated loss in my opinion. They know that they need to be present in the game and must carry their existing customer base through the revolution otherwise they risk becoming irrelevant like every other has-been. MSFT is doing the build responsibly (cash flow positive). META is doing off balance sheet financing for the same reason. GOOG is in the toughest spot because they’re cannibalizing their core business but they’re left no other choice sadly (though they do have a decent backup plan in their cloud enterprise business and TPU sales). These companies aren’t dumb, they’re aware of the history but they know it’s an existential moment for them and they can’t afford to miss out.
I'm holding GOOG at 355 and NVDA at 212. I'm hoping for double miracles.
GOOG please pump beyond $300 next week
Still under the false idea that you can or will actually learn it yourself. You've already delegated your thinking to Claude - skip the middle steps and just ask it what to buy. Or give it access to your platform and take it from there. Jks. This feels very relatable lol good luck with your trades. Fwiw I'm buying more GOOG with any spare cash I've got at the moment, plus some leaps etc. Might be a bit shaky over the next little while, but I'm confident in 5 years I'll look back and be very glad I tried to load up at ~$300. Not playing any other part of the AI story, no other tech or anything. Just GOOG, the forbidden stock, Oxy, Kos, Pbr (all oil) and ETFs.
Take away the neoclouds, take away the Chinese firms evading sanctions with the help of Jensen's side chick, and at least for the past couple years, Nvidia would have still sold out its allocation of GPUs. The hyperscalers would have bought them: GOOG, AMZN, META, MSFT. Along with SpaceX and OpenAI's partners. They all would have bought more if they could get it. The problem with that for Nvidia, is that those companies are all \*all\* working on their own chips to cut Nvidia out. Only Google's product is in use and actually competitive (Amazon's is also in use, just because Anthropic was desperate enough to port their stuff to it), but all of these companies are actively trying to develop alternatives. Nvidia has said CUDA is their moat, but AI Agents make it really easy to port software from one architecture to another - Anthropic dropped a report showing they could port their infra from Nvidia to Amazon's shitty tranium chips just by having Claude work on it for a few days. The point of the backstops was to fund new competitors to AWS / Azure / GCP, who all owed owed their soul to Jensen. Make datacenters the commodity instead of the hyperscalers making Nvidia the commodity. If the new CEO pumps the brakes on the neocloud deals, look for a few banger quarters for Nvidia as they keep selling out, followed by a long slow decline to becoming Intel as TPUs, Tranium, and whatever else eat their market
Yeah but it doesn’t matter. New companies pop up all the time. If a couple go belly up, so be it. Unless something happens where everyone topples at once, I don’t see why this matters. The bigger risk is MSFT and GOOG finding ways to not need NVDA. Not a few startups going t up. Especially when the bank (NVDA) can likely help a few key startups in need
So glad I bought discounted GOOG instead of NVDA.
I’ve been buying hand over fist. My largest wins the past few years have been buying the fear in GOOG at $150, buying the fear in MSFT at $350, buying AMD and MU before they really took off. This NVDA setup is quite similar - pure fear driving the price into the ground. It’ll likely be back above $200 by January, probably sooner.
Ive held Apple for 10+ years and GOOG for 6. AAPL is my best performing stock but I have more GOOG. I know I need to diversify but it’s hard when they’ve done so well.
As soon as GOOG finishes quantum computing, fusion will only take about 10mins and we’ll have warp drives by end of week so the SPCX can start minding those quintillion dollar gold asteroids. QQQ to 685 :chad:
I think it was mostly a NVDA strategy, exporting chips and financing companies/startups to buy chips so NVDA could create scarcity and raise prices for hyperscalers. No wonder GOOG is mow pumping out TPUs Lotta hate out there, among other CEOs, for Jensen and NVDA
AAPL: we suck at AI therefore we ain’t touching that shit = moon. GOOG: we can do our own shit, we don’t need Jensen’s dih = dump since, moon next. Yet everyone called me an idiot for loading up on AAPL and GOOG instead of NVDA.
I am, and that's exactly what I track -- performance vs S&P 500 over the same timeframe. Fairly close to 50-50 odds that those trades beat the S&P for me, but I tend to hold the winners and dump the losers, so current portfolio is better than that and closed trades are worse than that. I also have monthly performance going back 12 months for each of those trades So I can see that GOOG I bought in 2017 has returned about 22.5% annually vs the S&P at 13% annually. but that AMZN I bought in 2021 is about 9.3% annually vs 13.2% for the S&P. Whatever. Overall across the last 10 years, I'm usually just a couple percent (annualized) better than holding index funds with that money.
I haven't held any individual stock for quite that long myself, but AAPL and GOOG are actually the two examples that always come to mind when I think about missed opportunities. I've been using Google since 1999, and with Apple, I recognized their incredible brand loyalty pretty early on. I used to joke that Apple was probably the only company in the world that could pick up a pile of dog poop, slap an Apple logo on it, and still find people willing to pay $500 for it. 😂 And yet, despite recognizing all of that, I never turned those observations into long-term investments. Sometimes spotting a great company is easier than actually buying and holding its stock.
Still have my first share of GOOG that JUST hit 10 years this week! Bought it on 11/09/2016. At some point it split into 20 smaller shares so now it's a 20 share tax lot. Here's where it's at now: * 20 Shares * Total Gain: 5,064.04 * Percent Gain: 643.98% * Cost: 786.36 * Current Value: 5,850.40 My first Share of GE from **2012** is only at 214% gain, mostly due to the financial troubles GE had, and all the businesses it spun-off. The next oldest is my first share of VTI from 2013 that's up 318%. This and the GE share (yes, just a single share!) were from when I was just learning and I will never sell them. I actually had to add a little to my GE position during their reverse split just so I could keep my "single share". So it's % gain might just be from the date of the reverse split. GOOG definitely outpaced the indices, but like any investor should be - I've always been well diversified. GOOG was early in my investing journey, but never my sole holding. In fact, I think 90+% of my portfolio has always been VTI.
BRK.B since 2016 and GOOG since IPO— never completely letting go…well, maybe in 10 years.
$NVDA going ER next week for Q3 2026 Look how much Q3 spending of $MSFT $GOOG $AMZN $META $ORCL, in addition to more spending from the Middle East & Europe & Asia It feels like, when Q1-2023 bank chaos of $SBNY $SIVB $FRC.X $CS & market was struggling, $NVDA ER changed to positive sentiment. Next week sentiment probably change positive after ER of NVDA https://preview.redd.it/39q4s3oerh1i1.png?width=1146&format=png&auto=webp&s=38d72056bdf2dd4003315a28461bb659b3a67881
AI come to such a stage, it’s hard to stop. AI infrastructure is beyond one-man show Look how much revenue last 8 quarters of $NVDA Same time look how much spending plan of BigTech next few years. quarter over quarter $MSFT $META $AMZN $GOOG $ANT $SPCX OpenAI, $GEV $SMH $QQQ $SPY$IWM all go up, all bad news behind $NVDA last quarter revenue $96.2 Billion https://preview.redd.it/p3vv1khmoh1i1.png?width=791&format=png&auto=webp&s=a39ed5413c21f57da1b14d0b9a045bc65b6b45c6
I mean, that's one way. They could also sell corporate bonds. MSFT raised 25B this year from bond sales. GOOG did what you're talking about, they diluted shares for 50B this year instead. There are also circular financing deals where the "borrowing" is masked by financial instruments such that company A B and C make deals with each other for future purchases. (Ie. How ORCL isn't bankrupt yet) There could be aquisitions where company A absorbs company and assumes "goodwill" etc. As for creditors, common stock holders aren't entitled to anything.
Relatively same. V in 2008. AAPL in 2012. NOW in 2012. GOOG in 2015.
Open weight models aren’t a threat tho. This is such a weird narrative They’re so big no one can run them outside Hyperscaler data center At that point. You’re just selecting a model name from AWS model chooser. It will come down to cost + quality And the cheapest highest quality models are coming from GOOG and surprisingly META. china’s not even on the list. Jensen down doesn’t change that at all Is everyone taking crazy pills? These ai narratives are such fake news
was about toi buy nvda at 161...cancelled and got GOOG. Should i get nvda ??
Because of course one would buy 315 calls at the start of the day when GOOG opens at 300. Because of course one wouldn’t be so stupid to not just wait out the initial volatility of the day. Right? What kind of idiot sees an immediate 50% drop on the call they just bought…ha morons
so $PLTR? $GOOG? you'd think $NBIS but they're fucked already
Delist GOOG and NVDA
Will GOOG Hold the 291 level or will it go back down to 280?
I need some GOOG copium right now
**BanBet Lost** — /u/Late-Cow-6607 (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▼ | $295.28 → $289.38 | -2.0% | 1d | Lost |
What are you honest thoughts on DCA my IRA into MU, NVDA, GOOG leaps throughout this week? Don’t fuck with my IRA? Or very smart play?
I just started having some decent gains right before GOOG tanked! Up over $10k and now back in the negatives 😭🍿
Gonna need a V on $GOOG today
Execution risk and future road map risk is the biggest. Lot of people are comparing this to Steve Jobs, and its actually a perfect example. But you can't look at Apple stock and say ohh look, it did so well after jobs left so at the end it didn't matter. WRONG. Look at at where all the money came from. iPhone, iPad and apple watch. Pretty much all designed and roadmap under jobs. Apple have had smaller hits like airpod and their silicon, but NOTHING major like the iPhone. Apple got away with it because entire world was going mobile and there was so much demand. They stuck with it and perfected the product. Now take the case for Nvdia. Everyone is now making their own AI chip, the edge Nvdia has is slowly eroding, if the new CEO wants to ride the same success of the past, they will be fucked. They need to move where the puck is going, and I genuinely don't think its possible without Jenson and his execution. Entire culture and moral will change in the company now. Competition is heating up from everywhere. AMD, AMZN, GOOG, MSFT everyone making their own chips. So NVDIA is not going anywhere, but that explosive growth will be hard to replicate going forward without someone taking a big bet and has aura like Jenson did.
Why is $GOOG selling
Just like what happened with GOOG right? LOOOL
GOOG -1.23%.... just in case anyone is questioning a sole platform with MSFT.
Particularly when GOOG is down 1%. It's bizarre.
This is so stupid. GOOG is down more than MSFT? I can't even get into Outlook to 2FA and sell off.
So GOOG is down more than MSFT.....
Not buying GOOG under 300 is actually a sign of mental illness
$GOOG is safe haven today
$GOOG please stunt on these hoes
GOOG and AVGO is a very good combo to hold.
Magnificent 7 stocks,GOOG, AMZN, AAPL,META, MSFT,NVDA, TSLA
$GOOG hit $300 poggies
I knew you can deliver SUNDAR $GOOG
$GOOG so close to $300, just need good results from PPI
AI become sentient and decided humans didnt need the internet or ability to communicate via Microsoft. Next will be the GOOG then the Fruit company.
Financials aside, the one thing that would keep me from buying GOOG is how the lexicon of people has changed recently: Rather than hearing 'I'll Google it' or 'Use Google' I'm hearing ChatGPT in it's place. The competitive moat they once had in Search is starting to fill in. And while I know they are in other markets and doing well, they've also shown some poor decision making in the past. And AI is disrupting Search, will it eventually disrupt Youtube? What kind of effect will that have on their Financials?
**BanBet Won** — /u/TheRealDipsos (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $282.96 → $300.00 | +6.0% | 1w 1d | Won |
So whats you take on NVDA and GOOG now then?
Which one? Everyone on Reddit says GOOG but they’ve taken the most hidden debt
Everyone knows GOOG is trading at a discount because of that, but GOOG bulls want to troll here I see
What do you mean ? Like how GOOG rallied after Sundar ?
Friendly reminder that Gmail is the alternative to Outlook, long $GOOG
SPX 7700, GOOG 320, AMD 650 at open Source: drug-fueled optimism https://preview.redd.it/awx4sbf9gb1i1.jpeg?width=320&format=pjpg&auto=webp&s=7582b82dccfe7a9f9e589257c01f43b0afda592e
Dario arrives NVDA 🔫 MSFT 🔫 META ? GOOG ? AMZN ?
I decided I'd rather add more to GOOG than buy NVDA
Just downloaded Gemini because Microsoft is still down Calls on GOOG.
Keep it up GOOG, you are very cool.
$MU $MSFT $GOOG $SNDK if you like it spicy
Buy $MU $AMD $GOOG $MSFT instead
Why is $GOOG PUMPING
Looking at my GOOG chart, it would be cool if it did that gap up thing tomorrow and not the thing where it looks to start building momentum then gaps down to hell
Havent had much work today since microsoft outage, good thing $GOOG pump keeping me engaged
Okay sorry, GOOG at $150
That's why I dumped MSFT for GOOG
GOOG this is why no one likes you
GOOG plz go to 300 by tomorrow 😞
Former $NVDA investors, we will welcome you here at $GOOG
$GOOG taking a quick breather, then its time for power hour
GOOG keeping my port GREEN
I should take the 60% gain on these GOOG calls then buy back when it drops back to 280
Yeah my GOOG calls are saving my NVDA calls
GOOG dancing on Jensen’s grave lmao the disrespect
GOOG and CRWD gonna go on absolute heaters until end of year.
GOOG to 300 for the 8th time in the last 2 years?
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $300.00 (above) | $282.96 | $299.04 | +6.0% | Wed 9:26 AM ET |
I have some shares @178 (got some today @151). It's a gamble, so I only invested 1% of net worth in NVDA. Mostly I hold SPY/VXUS/BrokeredCDs. Only 8% in individual stocks. Prices looked good, so I recently bought SPCX, NVDA, GOOG, META, AAPL. Should have bought AMZN, MU, INTC, AMD.
AVGO & GOOG back to being cool? My port hopes so lol
$SPY heading back to the 750's today. $GOOG going above 300.00 shortly.
Yall think GOOG back to 320 soon?
GOOG and NVDA shorts here!
GOOG critical support held Safe to buy 🚀
Green on GOOG again babyyy
Will dump a bit this afternoon. $SPY turns red by eod. Huge recovery that needs to cool off. Digest the nvda news. $GOOG pumping.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $300.00 (above) | $282.96 | $296.78 | +6.0% | Wed 9:26 AM ET |
I’ve seen enough. Another -5% for GOOG