Reddit Posts
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
Apple announces chip deal with Broadcom worth more than $30 billion
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Mentions
Just call in GOOG if earnings beat we good 💓
GOOG can also do 100% a year like it did for me last year. Still holding. I think its the cheapest amongst big tech and has the most upside for the next 3-4 months.
Just need GOOG earnings to pump. The rest may dump.
$GOOG earning gonna make or break my year. Godspeed tards.
Imagine how GOOG "rips" to 330 tomorrow and everyone is happy. Meanwhile my average is 335 while thinking why even 350 is so out of reach these days.
Ho Lee Shet GOOG is green?!
I remember all those folks who said GOOG was Yahoo or OpenAi roadkill last year. Same 🌈🐻 types were saying MSFT was earlier this year with SaaSpocolypse. OP themselves said they uninstalled windows but never noted WTF they use now. Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. If you go to r/PCmasterrace and r/piracy then you'll see they don't LOVE windows, but everyone there is out to get SONY. I own both btw. Pretty happy with both.
Am I dumb for buying GOOG instead of GOOGL?
Yeah, I bought GOOG call options
TLDR I can see either AMZN or AAPL buying RDDT to become a tech/social media conglomerate like META, MSFT. and GOOG are.
I need these GOOG calls to take me to Valhalla
GOOG is ready to reclaim it's glory of 400
Wtf was that candle on GOOG
All this mooning but GOOG still full on retarded
Ok, and how do these IPOs compare in that metric? I can see that by comparing it simply against the sum of SP500 it is closer. GOOG 0.2%, FB 0.82% and Anthropic 2.15% (at 1.5T). Still unprecedented, but fair enough, it is not a 10x difference. I'm interested in more of your thoughts on this matter, if you care to share.
I think that's already been priced in the 10% drop last 10 days. Its at 16 PE. Its undervalued IMO. Also, unlike META, GOOG will not issue new shares and dilute.
GOOG, AMZN, MSFT, SK Hynix, SNDK earnings in the next two days and everyone knows they will blow it out of the park. The drop in the previous weeks was fake FUD.
holy shit even GOOG is green
GOOG calls hedging my boring consumer cyclicals
How the hell is GOOG such a dumpster fire.
GOOG calls wish me luck fam!
Buying EOW QQQ Calls - GOOG & MSFT are going to pump this market Source: Trust me, Bro.
GOOG has created an entire generation of bagholders
GOOG is not for the weak you have to be as strong as buffet can you out bench buffet?
As someone who just invests in LETFs, only go in when an upswing is practically guaranteed in the short to mid term after a hard drawback. Seems you bet the farm on NBIS just after the peak. MSFT and GOOG on the other hand were free money a while back.
Is anybody hoping for GOOG to pump with earnings tomorrow or am I solo dolo
Just bought another GOOG 335c 12/18 fuck it
What’s a good entry for GOOG in your opinion? $305?
wtf is going on with GOOG it’s way over sold
Don’t worry! GOOG pump was fake. I was almost thinking the stock wasn’t ass for a sec.
Oh sick another red day for GOOG who would've thought
GOOG hasn't been this green all month
GOOG surging a massive $2. We are SO back
All Android devices using AI, powered by GOOG
GOOG with the limp dick recovery after getting dicked down all week
I'm gonna GOOG in ur mouth b*tch
GOOG could save itself by laying off about 60% of its staff
why GOOG acting like its pride month (being gay)?
idk if I can stomach another day of GOOG selling
Try holding stocks long enough to attain capital gains tax. Most people who buy GOOG as an investment rather than a swing trade are up massively. My return is something like 300%.
AAPL Puts, SPCX Calls, GOOG calls, META calls. Don’t be like me
finna put it all on GOOG soon
\+0.12% YTD (almost 11 months) on a behemoth like GOOG? I agree, he probably could have worded his post a little differently to make it known he’s a trader and not an investor… but, in all honesty, 11 months for +0.12% from GOOG (or -4.47% from META) would be “a frustrating hold”
Yall think GOOG earnings are gonna boost ut or puts
I bought GOOG last year at $150 and it did well last year but has been dog shit this year. Will continue to hold on to my positions as I think it's the most undervalued amongst Big Tech.
Puts on GOOG. They've had internal turmoil about whether to compete on frontier models, and decided to progress on the frontier after their top brass left. This indicates that monetising search in the LLM-era is starting to be a real problem.
Last chance for GOOG before 🚀🔥
According to sources GOOG IS GONNA POMP!!!!!!!!!!
Placed orders for GOOG MU BE AAOI and LLY at market open, 20k each what could go wrong?
I'm deffo not a bot either, but I love GOOG and bought some more today
I usually sell options, but ok. I have no interest in GOOG. Just watching.
**BanBet Created** ▼ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $300.00 (below) | $314.39 | -4.6% | Thu 6:51 AM ET |
Believe it or not, GOOG puts
GOOG stock will continue to dump until morale improves
Mixed signals this AM. KOSPI gapped up but faded to close. Oil up. VIX down. Futures red. Looking like a sideways day for Tuesday heading into FOMC and GOOG/MSFT earnings Wednesday.
I say AVGO and GOOG is the strongest AI names right now, bought more GOOG yesterday and hoping it can go down a bit more today so I can add even more. And if it goes down after ER I will continue to add.
Nice analysis. Thanks for sharing. Any suggestion on how you’re hedging the upcoming IPO. GOOG/AMZN as the winners?
people decided to invest on goog after it gain 75% in a short period, every subreddit people constantly talk about GOOG, it's a great company but I fear so many retail bag holding this and bought at top
I believe GOOG earning will save this month market
MSFT and GOOG just announced they’re going to have sex with each other. Both stocks up 94% after hours.
Everything red AH but GOOG. Is it finally happening?
It's actually spooky. We could kick off another 3-4 month bull run if MSFT and GOOG print insanely positive numbers and the market fixates on that. And it's funny that its even a possibility given how IranWar/Inflation/Pedophile/Oil+$100/warTariffwar everything else is. That or else the market is like "Capex, Yikes" and everything that isn't Costco/WMT/AAPL has a -30% week and we immediately go into recession. It gives me the jitters how hard things could swing off of one week with some quarterly earnings and a fed meeting.
GOOG, AMZN, META very sensitive to recession
Surely these GOOG $350 c print
you wasted your time with this when you could have just looked at AI margins for AMZN, SPCX, and GOOG. and yes, operating income from cloud before any mark to market gains. look it up.
GOOG has been getting dogged on here since it was like \~$110 in 2023/2024ish
is now a good time to buy GOOG since stopthinkingjustgoon is in extreme fear?
Fuck fuckity fuck fuck. GOOG will plummet at least 5% now. Thanks...
GOOGL/GOOG is one of those stocks that you can make some money on pretty regularly if you're patient and keep an eye on the cycles. I've bought and sold it many times as it fluctuates but it will keep doing that. Good entry points happen from many factors. It seems Google is influenced by more factors than most stocks. Is it a tech? Is is SW? Is it AI? Is it large cap industrial? Will it follow the Dow up and down? Keep an eye on the trends
GOOG is going up rippy
I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here. Once they've built out capacity it will be a very large moat for them in 28 / 29 / 30 (just like Cloud) and they'll have a large part of a fast growing, capacity constrained, market. I also agree with you that the cash flows of the Big Tech firms will see them through. The Hyperscalers can also throttle back CapEX if they need to, or when prudent. The NeoClouds can be screwed if they don't grow fast enough... they can't lay off of spend and need someone to keep loaning them $$$. As an aside, I usually invest for a minimum timeframe of 12 months unless my thesis on the purchase changes. I also don't do short selling or options as trading isn't my primary occupation and I don't feel comfortable doing it. I generally try to keep 5-10% of dry powder and use an opportunity where a big name goes down 20-30% to investigate and buy. If I have a smaller name and it goes up 5-8x I usually sell a bit off the top and put into an index.
Holy shit me too! 3 GOOG 10/30 $315 Calls :/
Honestly, GOOG can suck my dick. 😡
Adding to your point, their marginal cost depends on their revenue and usage. They have take-or-pay compute contracts with at least AMZN, MSFT, and GOOG. They're paying for that compute whether it's used or not, and this is locked in for 5-10 years.
Man if you haven’t played Tape to Tape yet. Do it! Haven’t had the is much fun on a rogue like in a while. It helps keep my eyes out of my GOOG calls deep in the red.
my plan to get rich this week: tuesday full port into 1dte QQQ calls wednesday sell em and buy GOOG calls thursday Amazon calls and QQQ puts for inflation data
**BanBet Lost** — /u/Plastic-Builder-8951 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $340.06 → $355.00 | +4.4% | 1w | Lost |
Why overthink it? Short GOOG, long COST. You’ll thank me later.
No one talking about GOOG in here is giving me hope
I got 1000 calls for MU expiring December and 320 calls for GOOG expiring January How cooked am I?
Honestly, GOOG can suck my dick. 😡
GOOG +7% tomorrow I mean it's gotta happen eventually
and of course i have bunch of GOOG, RDDT, and NFLX calls!
What if GOOG beats estimates and still doesn’t pump?
Folks need to be ready for GOOG to beat earnings Wednesday
Axios Breaking News: Rioting outside r/valueinvesting headquarters as GOOG red for 50 billionth day.