GOOG

fungoodtrade

no worries, glad this idea makes sense to you. I've been trading options for a couple years and keep trying new things. I did get level 4 a couple months ago, so I might start selling naked calls related to this type of overbought strategy as well. I don't think its anything hedge funds aren't already doing. RSI is a weird indicator. I will mention that specifically I'm using RSI (9), not 14... just because that was the default on ibkr... no real reason. It could work with 14 as well. Just letting you know what I've been using. And I only am using it on the daily timeframe chart. I may try to refine it more, but the idea is pretty simple, so I don't really want to overcomplicate something that is basically easy. I think the easiest way to get clipped using this idea is by not watching the price as well. If the price is still rising every day with a RSI of 80-77-80-81, then just let the price rise. If RSI hits 85-88 or above 90... then I think it really starts have a decent signal to sell calls. Like on this GOOG chart you can see that RSI(9) hits 88, and that is a great time to sell calls, though the price continues to rise for a few days. Its worth noting that the better time to sell calls would be the back side of that run up, and the calls would be green immediately, but premium somewhat reduced. I think the DTE you sell can also be tuned to the cycles of the particular stock. So google has one cyclic period, and other tickers will follow other durations. GOOG is pretty slow overall, so I think that is helpful & I think selling calls over several days or a couple weeks is a better idea then selling them all on one day in particular. That way if the trend isn't really following the RSI you aren't fully committed, but overall I think sell around 85, buy back at 35 will work in a lot of situations. https://preview.redd.it/vt20fa4oh4bh1.png?width=867&format=png&auto=webp&s=7cf2393ba99ad523a44c480b03dc557d0691b226

orcassharks

Put it in GOOG and forget

Ordinary-Experience

>But more players entering the space including multiple Chinese companies, which have historically over saturated tech/ hardware markets by flooding supply These Chinese players already said their capacity for production is far below internal Chinese demand too, so that won't materially change the US / global situation. > “compute” demand could slow more than what has been priced in, which has only been bull case expectations GOOG raised 80B not that long ago... NBIS is up 140% YTD, etc. Demand will not slow down. There is \*no\* chance it will, this is just nonsense. >Which is why SNDK had a near 30% pull back on META news that implied that the companies creating all the “demand” may have actually over-ordered and now have excess that they need to find other ways to generate revenue from than just “training AI.” Just a beta selloff. Highly volatile stock. Will go back up and break new record ATHs. >SNDK’s 4,000% stock price increase has priced in 5+ more years of NAND prices No it hasn't. It still will double from here. >Having said that, I wouldnt be surprised to see the stock go up 20%+ on reporting what is already expected/ priced in This is contradicting in itself. You can't have a stock go up 20% on something already priced in!

No_Current3675

ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.

Legendary-Lemon

I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for cheap AI models, why? Because they know it is not sustainable, because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.

Legendary-Lemon

I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for **cheap** AI models, why? Because they know it is **not sustainable,** because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.

DrPuzzle

RDDT, HOOD, GOOG. Those are my main ones. Depending on where META was I'd look at that

jijitalk

Probably just QQQ along with two or three blue chips like GOOG, META and MSFT

scatterblooded

Good companies that are most oversold. In a 25% sell off, not everything sells off equally. If most stocks are down 25% but GOOG is down 35% I'm going for that first, for example. Probably 3-5 solid companies but concentrated in the ones hurt the most.

Captobvious75

XEQT with some GOOG and a few others. It would depend on the why.

Cagliari77

Add to my GOOG position probably. And add to my speculative HOVR position.

lolwatman

GOOG

DressedInPolo

Amazin, MSFT, GOOG all have cloud... isnt NBIS cloud? There so much cloud...

KarlLachsfeld

GOOG pre-dumping, lmao 

MagneticRetard

GOOG losing all its gains already

zainwhb

the reason sndk is even up is cuz of hyperscalers like MSFT META GOOG

Verghaust

I am so much better than you. I have this for all stocks not just GOOG

cgonz15

GOOG when I hold it: 📉 GOOG when I sell: 📈 🫩

pigeon_shit

My “trading bot” goes live today and wants to buy MU/INTC/WBD/GOOG. I’ll approve and see what this retard clanker does

Spac55

All big tech going debt market and free cash flow disappearing $GOOG $AMZN $NVDA $MSFT $META all free cash flow wipeout and soon all see ROI of AI is negligible. Soon all dump semi $SMH , it can crash 80% semi stocks

Muted-Pace-5706

the frustration makes sense but the premise is a bit off. fidelity's auto-invest hits market open or a fixed window, not the daily high, so it just feels like the high because you're watching it. the real fix for GOOG specifically is a limit order a few cents below the prior close, which fills most days and saves you maybe 0.2% per buy. over years of DCA that adds up to a few extra shares for free.

AnotherThroneAway

ELI5 version: SPY and VOO and other funds are supposed to track their indexes in the short term (and long term) but need to be rebalanced, which means the size of each company inside the fund needs to be slightly increased or slightly reduced. For most, that happens daily. But during the day, people are free to buy or sell them at whatever price market makers are setting between (and based on) the bid and ask price. Any time something is freely traded, the price will move up or down with supply and demand. (ex: GOOG vs GOOGL are functionally the same, but often have different prices because no market is perfectly efficient) When they are rebalanced, however, the price may change a bit to reflect the actual prices of the individual companies inside. Also, some funds don't try to EXACTLY follow their index—they are designed to approximate the underlying asset (thing of value).

chainer3000

DRAM / micron, GOOG, ASTS calls all running. Good luck fam

pembaThePanda

Screw GOOGL. I need GOOG to hit 400 soon

Ok_Winner9825

MSFT now is the GOOG of last year Do with that what you will

Standard_Tea8250

GOOG under 350 was such a easy play

Status-Net2947

Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR

StrategyEven3974

>Do you know is not the first time they were found guilty to criminal price fixing right? Yes, everyone knows this. I wonder if hyperscalers increasing memory demand by 800% would impact prices... >Do you also remember what happened to GOOG price when they were facing a lawsuit against Chrome monopoly? So unrelated it's hilarious.

Legendary-Lemon

Do you know is not the first time they were found guilty to criminal price fixing right? Do you also remember what happened to GOOG price when they were facing a lawsuit against Chrome monopoly?

Apprehensive_Wish142

Bought $NOW last week, was planning to hold it but it ripped and have since sold it. $MSFT - holding for now, likely going to DCA $GOOG - likely going to add to this

cgonz15

Sold my GOOG and META calls last week for a loss and full ported NVDA, AMA 👍🏼

AlertPen4796

GOOG ME BABY one more time

Harp-Note

GOOG with the clean break above 350. Yesssss

shanked5iron

GOOG said quarterly rebalance this bitch

Maleficent_Ad_3377

Need GOOG to cool off for my puts to have a chance

DaGOAT00000

GOOG you beautiful bastard

Harp-Note

GOOG is good.

Damerman

Berkshire averaging down on GOOG? gah damn

Born_Purchase_1485

GOOG I love you

shanked5iron

GOOG $350 eod?

KarlLachsfeld

Looks like it‘s GOOG day today

big-mo

My GOOG position looking ok today

silverfutes

GOOG & AMZN are the only ones left who can afford memory

IWorkForTheEnemyAMA

GOOG not far behind with 3.5%. WTF

Born_Purchase_1485

GOOG earnings run up starts today

boundbythebeauty

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

bearhunter429

#Tomorrow's forecast: SPY up, most stocks down (especially MSFT, META, GOOG and AMZN) LMAO🤌

Beautiful_Golf6322

It's just that I bought MSFT, AMZN, GOOG, NVDA and TSLA. I seem to be humpty dumpty - anything I buy falls hard!

Key_Category_8531

I'm in GOOG. It's only possible to all in on a single stock if you're doing it for reasons other than money. If you're doing it mainly because of money, you will panic sell and it won't work out.

Rebel30

Switch brokers first, 95%XEQT 5% GOOG

No_Cod972

CAGR of assets for the last six years: NVDA = 62% MSTR = 38% BTC = 32% GOOG = 29% TSLA = 27% QQQ = 18% AAPL = 17% SPY = 15% GLD = 12%

ChainOfThot

Average rate of return on my account, +47% a year. Only a few options plays. Safe bets if you believed in AI earlier. Lots of gain from GOOG and semis this year.

MaximumDiscipline843

the rate hike angle isn't really what's going on here tbh. the fed actually held rates steady on the 17th, so that's not the driver. GOOG dropping \~16% from its may high is basically three things stacked on top of each other, and none of them are the actual business. one, they announced a massive \~$85B equity raise in early june which spooked people about dilution and basically killed the buyback narrative. two, they lost two huge AI names in a week — shazeer to openai and jumper (the nobel guy from deepmind) to anthropic — and the market read that as "is google losing the AI race." three, the capex for AI buildout is enormous and it's crushing free cash flow short term. the funny part is the underlying numbers are fine, cloud grew like 60%+ yoy. so it's more a sentiment/narrative selloff than fundamentals breaking. whether it bounces depends on if you think the AI spend pays off, not on rates imo

MagneticRetard

gonna need GOOG to go up 10% in the next 2 days or it's ogre

pacman0r

Good time to buy, GOOG ain’t going anywhere and has one of the biggest moats there is

Educational-Ad-4908

Over the years I have seen MSFT, AMZN, APPL & GOOG all go through phases like this where people declared that the company’s time had passed and the stock’s run was over. During any of these time periods if you had loaded up, you’d be happy today. There’s no guarantee MSFT will come back but I’m willing to take that risk.

redditcommentguy

If you liked it at $390 then you should love it at $335. GOOG is up like 93% or something over the last calendar year, just be patient

Fun_Corner_2954

if he dies, he dies. His companies would expierence fall out 100%. But i think he'll live a long time. If the CEO of MSFT, GOOG or AMZN died, it wouldn't be the same as if Elon dies. Calls on SPCX.

Nepalus

I guess the question is missing out on what? I see no real path to profitability with LLM's and I think it's becoming clear that LLM's aren't the model type that will be able to bring about AGI either. Goldman already released the following:  >Consensus estimates suggest the hyperscalers will spend $770 billion on capex in 2026, equivalent to 100% of cash flows from operations. In order to fund continued capex growth, the companies have increasingly turned to debt and equity issuance and pulled back on buybacks. Net debt for the hyperscalers has increased by $170 billion since start of 2025 and share counts have begun to rise. While further increases in corporate leverage would support ROE expansion going forward, all else equal, higher leverage would also likely result in increased interest expenses, weighing on ROE. So we're basically already there. You can only layoff so many people, take on so much debt, issue shares, etc. How long are shareholders going to stay silent about this never ending money burn? MSFT already got hit when they announced their huge Capex spend increase, how long before GOOG and AMZN get hit? ORCL is already levered to the gills. I just don't see the light at the end of the tunnel here. Yeah, when the music stops there's going to be pain, but if there's no realistic gold at the end of this rainbow, then the music stopping is inevitable.

Hoosier2016

God damn that man a had a family! …and they all just bought GOOG to mourn him

mehmet_okur

The consensus here that GOOG will win in the end is a bright flashing signal that my long position is fucked. Reported. Mods, please delete this thread

RJ5R

it's already running in the background and it's listening and taking notes. and has been for 20 years just not this advanced. remember when google disrupted the industry and provided free 411 services? it was called GOOG-411 and it was before smartphones even existed except for blackberries. the product wasn't the 411 service, the product was us. we gave google years of free real world voice samples to perfect their voice recognition technology that eventually went into android whenever you call a 1-800 number to a company whether it's customer service or elsewhere, there is a high chance they have AI running in the background listening, learning, and perfecting.

sigmakry

GOOG has been under pressure from a few converging factors. The DOJ antitrust ruling on Search monopoly created regulatory overhang that the market hasn't fully priced out yet. On top of that, Microsoft's Copilot integration into enterprise products is genuinely starting to chip away at Google's search dominance in high-value B2B queries. That said, the AI story isn't as bearish as the price action suggests. Google's TPU infrastructure and Gemini deployment scale are underappreciated. YouTube ad revenue is still growing and Search margins remain exceptional. Rate hike risk is a secondary factor here — GOOG is essentially a cash-generating machine with minimal debt, so it's less rate-sensitive than most tech names. The real question is whether the regulatory risk gets priced in as a permanent discount or a temporary one. Historically, big tech has absorbed antitrust rulings without permanent multiple compression.

Autobahn97

Their Nobel prize winning AI scientists just left for Anthropic. Perhaps some AI 'fatigue' on WallStreet. IMO worth buying some GOOG - I think long term it will not let you down.

Tim_Apple_938

I just mean on the Twitter hype agentic coding leaderboard scores which everyone is HYPER OBSESSED with at the moment There’s the other topic which is that LLMs are already good enough for 99.999% of office use cases and price wars for good enough tier are about to start (and GOOG will win due to TPU economics) But that’s separate for now. I mean like “state of art” agentic coding scores.

MikuEmpowered

This shit again. GOOG is basically betting on the hardware and infrastructure. because at the end of the day, doesn't matter how good the model is, without the data center to support it. its going to collapse. For a company making 400B, Gemini contributes, 30\~40B, substantial, but not world ending. And even then, Coding is just one single aspect of Gemini, its still going to be used for multimedia processing and productivity. Like OpenAI HAS to lead the charge, because THATS THEIR ENTIRE BUSINESS MODEL. Gemini is a SINGLE aspect of GOOG's massive enterprise.

AnotherThroneAway

Google diluting its shares rather than buying them back is a huge signal, unfortunately. The last time they issued new equity was TWENTY YEARS ago. And this is on top of the biggest bond issuance in history! I have thousands of shares of GOOG, but I admit, I am not comfortable with this trajectory.

Pleasant_Sea180

If you don't care about voting rights then get GOOG.

SerMumble

GOOGL is alphabet class A stock with minor voting rights GOOG is alphabet class C stock Both GOOGL and GOOG are alphabet stock. The average person can treat them practically the same.

SirGlass

Because maybe they want a more predictable return GOOG stock could give you 1000% returns over the next 10 years or 0% returns or -50% returns Their bonds will pay a fixed amount of interest , unless they go bankrupt what unlikely but even if they did go bankrupt you most likely would not suffer 100% loss like you would with a stock

SecretPantyWorshiper

Realy? What Google are you buying? GOOG or GOOGL?

dcotie1nyc

don't overthink it, should be a core holding and add on these pull backs. GOOG gives you everything, the full tech stack and Waymo is going to be a monster. Short term concerns over Capex and some talent drain to Open AI are pulling on the stock.

2000ravens2012

I bought 70 shares, made $3, and sold it all and put it in 1.5 shares of GOOG lol

sntnmjones

I was just thinking of doing 10% OTM CC on my GOOG now. Crap is down 20% and the degenerates are going to blab about how much they're spending on build out.

Uzofugs2112

Anyone who isn’t buying/holding GOOG and MSFT is kind of silly in my opinion.

SnooCrickets5450

35% DBS - Singapore Bank, local stock for me 30% AMD - Rose from 7%, it was a small old bet that paid off 20% GOOG 15% A mixture of MSFT, BRK.B & QQQ Currently DCA monthly into GOOG annualized XIRR is 27.2% 6.5 year old portfolio

Tim_Apple_938

If GOOG stops spending $200B a year on capex, their financials will look incredible and their PE ratio will be absurdly good

Aromatic-Ad-6244

If GOOG announces a deal with them, you can probably retire. Gonna pump to 400 easy.

40StoryMech

But it's GOOG. They're literally an advertising company.

IHadTacosYesterday

I'm certified braindead I guess, because my dry powder is just chillin right now. I'm waiting for GOOG to get to $327 then I'm probably going all in with my dry powder on that. MSFT would have to start with a 2 to wake me up.

jvaritek33c

I'm wheeling NKE, GOOG, and WEN at the moment. The short squeeze stuff certainly helped

outernet9

Look at Feb to March. 2 months down, then what? 45% up. Be patient my friend. GOOG will continue to dominate.

Born_Purchase_1485

For some reason right at close I went full retard and full ported GOOG calls for July earnings. Now I have to stare at them all weekend full of hopes and dreams

_hopkins

What was that GOOG dump at end of day!

shanked5iron

quarterly rebalance. GOOG was 110mil vs avg 30mil

Wapmen

Yet the price only jumped on GOOG and AMZN.

Fhyzikz

GOOG= Dogshit MSFT= God's strongest soldier

Fhyzikz

GOOG= Dogshit MSFT= God's strongest soldier

Due_Fennel_8965

GOOG and NVDA are my largest positions.... RIP

PlayfulPresentation7

A bunch of weird and intense movement in the last 5minutes - ie AMZN, NVDA, GOOG, AAPL, CRDO.  I wonder if that is some kind of quarterly re-balancing?

Prior-Instance6764

Yeah. Amzn and GOOG did a flip.

Ok_Rent5670

GOOG just died lol

yashthakkar1173

Luckily I have MSFT not GOOG

LoathedOne

What happened to GOOG

Effective_Throat6127

What I win with MSFT I lose with GOOG. Balanced as all thing should be

riteofpass

wtf kinda movement is this in the past 5 mins?? RKLB just dipped, ONDS ripped, GOOG dipped, SNK dipped, LUNR ripped. So wild

VoidMageZero

Bought more GOOG today... and wtf they just died 💀

f5kkrs

this happened exactly when GOOG went down. Is something up?

not_a_cumguzzler

uh, wtf is happening to GOOG. did buffet just sell it?

VoidMageZero

Bought more GOOG today 🤞