Reddit Posts
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
GOOG LEAPS 3,216%/$40k GAIN I BOUGHT ON SHROOMS CLOSED OUT
CRWD beats and raises. Also announces 4 for 1 split.
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Can someone explain the investment thesis behind space stocks?
$GOOG stock be worth more than the market currently prices in
Is Google ($GOOG) still undervalued? Fair value estimate points to more upside
I feel like I am stuck in the washing machine and step bro is behind me...
Chinese AI. Puts on GOOG calls on NAIL cause my parents think I’m 🏳️🌈 and regarded
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Holographic/VR/AR Industry Development Weekly Report, Week 20
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Thoughts on holding these through NVDA earnings next week?
Am I the biggest paper handed bitch here?
My Empower account has already reached $8 million. Thanks, AMD! I'm 38 years old and male. Six years ago, I quit my 9-to-5 job, hahaha
Holographic/VR/AR Industry Development Weekly Report, Week 19
Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires
I hear that everyone’s a millionaire now - $2M
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
The bigger the AI/tech boom gets, the stronger China has the entire U.S. economy by the balls
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
I track unusual options flow every day. The confirmation gate saved me from 3 bad trades today
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Is Alphabet (GOOGL) the strongest company in the world?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Time to cash out on some GOOG gains.
5/15 $500 GOOG calls .03-.04 (Part 2) Time to go full regard? 🥴
Google (GOOG) is currently in the $300s Could this pullback be a long-term buying opportunity?
7k-->12k, 70% portfolio gain in April
Earnings season is here Have you received the signal for the next wave of earnings season moves?
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
AI spending boom - sustainable growth or 2000 all over again?
GOOG/GOOGL lottos im tempted to get. Tempted to go full Google regard. Am I regarded? No. Yes. 🦧
5/15 $500 GOOG calls .03-.04 I’m tempted to go full regard and get more.
Musings of yours truly + positions
RDDT Earnings DD, revenue & analyst ratings
Absolutely loving my posistions right now, just jumped in $MSFT
Google unveils TPU 8t and 8i AI chips as Nvidia and AMD face rising competition from hyperscalers
Market and traders are vastly underestimating the risks here with mega cap tech earnings coming up. Specifically the software names.
Holographic/VR/AR Industry Development Weekly Report, Week 16, 2026 (April 13-19)
Betting on GOOG before they announce earnings on 27th
What a difference 5 days make! +$286,000 change!
Finding it easier to sit out trades lately anyone else?
How are you balancing mega cap exposure right now? (TSLA / GOOG / SNDK)
How do you track whether your original reason for owning a stock is still true?
How do you track whether your original reason for owning a stock is still true?
Mentions
Idk META GOOG MSFT cheap and bleeding fcf but semis and infra like crdo nbis etc are so over extended man
Feels like GOOG decided to call the market top.
Let me paint a picture for bears: SpaceX goes up 40% on its IPO (tiny float and 4x oversubscribed) GOOG rallies post share issuance Anthropic rallies 50% on IPO (probably even more oversubscribed and currently a 10%ish estimated float) OpenAI (because of the priors) jumps 15% Market at all time highs by year end SPY 800
No, not all of that is true for Amazon. Amazoms custom chip strategy is better than MSFT Maia and META MTIA, but it is far worse than Google’s TPU which is a true competitor to Nvidia on bleeding edge of ai chip. Amazon also does not have a contending application layer play. In the scenario you talk about (the labs imploding), that would mean their apps are not dominant nor have a chance to be. also far more likely MSFT gets OpenAI, and GOOG gets Anthropic (just base on TPU deals and also that GOOG is a legit AI company full stack). GOOG and AMZN both own huge pieces of ant so it might be a showdown for who gets it tho.
Google is a strong contender at every layer of the stack \- application: Gemini App is very obviously gonna overtake ChatGPT app. \- model: Gemini 3 was SOTA on every category when it came out 6 months ago. Very obviously 3.5 pro will be a banger \- cloud: GCP has the most compute and the best margins \- chips: TPU is arguably better than GPU which is why Anthropic is betting their future on it For agentic coding, GOOG the company will win in nearly every outcome with the sole exception of it ChatGPT codex wins it all. For example, if it comes to price wars and commoditized models, no one can beat GCP inference. obv if the new Gemini pro is SOTA, that’s self explanatory If Anthropic wins tho and premium model is the business, GCP wins and market gives TPU and nvidia valuation. Ironically this last one (ant win coding and TPU revenue goes parabolic) is what would give Google the highest market cap. Nvidia is worth nearly 5x the extremely overpriced frontier labs.
Thought I would hedge my GOOG calls with spy puts but now realising this just isn't for me
What is going on with GOOG last month. So shitty. Out of steam?
Finally made a decent amount from rocketlab and asts sold at the top of both,bought into MU, Nbis, GOOG, MSFT, APPL and a week later this shit happened, I even told myself I'd wait for a crash, nope couldn't ficking wait, the impatient asshole I am.
I bought GOOG at the tariff lows and sold after it recovered $20 and I thought I was a genius. Did a similar thing with MU. Was in for 200 shares at $98 and sold at $120 and thought I was a genius a 2nd time lol
Warren Buffet gonna fire some people, his replacements bought GOOG at the top while he was hoarding cash
Calls for RDDT, GOOG, TSLA, SPY. Amen!
In the last couple of months we had a big handful of stocks doing 200%+ and now nobody wants to own a MSFT, APPL, GOOG, doing 15% a year because "they're spending too much on AI", like thats a bad thing.
GOOG and ORCL are raising, who are gonna scale back?
*Delay for Sam to get there first? Remember SPCX is the biggest ever. ORCL, GOOG already diluting. Soon every insanely valued tech stock from SNDK & STX to MU and AMD are going to be lining up for Muppet money.*
Is ORCL raising funding bullish for GOOG?
Old man Buffett accumulated cash, waiting because he knew opportunities were coming. His successor decided to YOLO 10B on GOOG at the tippy top 🤣
Still too early for GOOG calls ?
GOOG $330 AVGO $350 MU $750 NVDA $190 Come closer to me children
yep and meta is thinging about as share dilution as well GOOG was first though lol
Ok sold a MSFT call for a GOOG call so watch GOOG fall even more now sorry y'all
GOOG and META share dilution was a signal as well
GOOG is supremely gay, i told myself id hold my calls until july and i lasted about 3 days before i sold. back to NBIS and MRVL
Any GOOG news for its being so down today?
NVDA and GOOG are probably solid, but the macro will probably keep things dampened for a bit.
Thank you GOOG for ruining my day
I don't understand the stock market at all. Trying to predict how much money a company will make? But why? Who cares if GOOG makes more money than MSFT and why should that affect the stock price? This would only matter if every stock traded at the same multiple and metrics but they don't. What makes a stock more valuable than another is just what the next retard will pay you for it
looking forward to buying GOOG at 300 in a month
This hyper-bear take is such an entertaining extreme take, let’s break this down rationally. Search still dominates global market share by a massive margin, their AI stack Gemini is scaling into enterprise cloud subscriptions steadily, YouTube ad revenue remains resilient through ad cycles, Android owns most global mobile OS market. Massive cash pile + consistent positive FCF is not a weakness—it’s dry powder for AI CAPEX and share buybacks. A single month’s pullback never rewrites a company’s core moat. I ran a full DCF valuation for GOOG last week mapping AI revenue ramp-ups. DM me if you want to compare model assumptions.
GOOG is more resilient than spy itself. Are you high?
GOOG pulled back near the prior all-time high and 50-day moving average. Standard, expected behavior for stocks in uptrends. Love it when a stock acts perfectly normally and people call for the end of the world. Everyone wants a pullback until they come.
I am bag holding SPY, QQQ, GOOG and NOW on margin. But it’s all shares.
If you make half of your portfolio great long-term holds, like GOOG and perhaps AMNZ or a couple good ETFs, it’ll help you not worry so much about the other stocks that are more turbulent or risky. So when you check your account in a few years, you’ll see that those long-term holds still kept you growing while the riskier plays had whatever results they had.
Remember all this started cuz of GOOG and their fucking share dilution shit. it wasnt even AVGO with his last year's ER speech n shit. FUK U SUNDAR U RUINED MY LIFE
So let me guess how the market will react to this: Apple is wasting cap ex on AI. Appl goes down. Nvdia is getting money from Apple, but AI is a bubble, so NVDA goes down. Google and is part of the AI bubble, but it isn't NVDA, so GOOG will go up.
GOOG AMZN MSFT NVDA all juicy here but market is fuk. All cash until this pullback is complete
i mean even GOOG is diluting
Part of the selling now is precisely because of that supply that will hit the market. There are also a large number of treasury auctions this week. Combined with all the capital raised by GOOG, META, SMCI and others it’s creating sort of a liquidity drain. Money managers need funds to allocate to SpaceX. It’s going into Nasdaq 100 and it’s already over allocated. Meaning there isn’t enough supply for them before it trades publicly. Many funds will be forced to buy it in the open market. They don’t know how much they need. Profit taking has been coming mostly from the biggest performers ytd. And that is semis. Once the SpaceX IPO clears and we see the market reaction, it should calm markets. Both because the supply has been absorbed but also because it will be a tail wind for sentiment. If it fails badly, expect more weakness in markets.
If these companies see that GOOG isn't punished for diluting what is to stop other's from diluting for "AI"? It's free retail liquidity.
I hope everyone had fun today. I'm not selling my VOO. I rotated GOOG into IBOT. I'm ready to ride it up or down.
Spcx employees will cash out their millions and park it in GOOG
So I should just continue to load up on MSFT and GOOG while people hate on it for months, right...?
That shit is so overvalued. Like I get you don't spend on AI, but your AI strategy is crap. Do you deserve at 38 PE? 10 points more than GOOG? Get out of here
I'm waiting for both to fall a bit more. I will invest a STUPID amount of money in GOOG if it hits $329. I know asking for $329 is aggressive, but who knows. We could continue dumping for a few weeks. I like NVDA a lot at about $185. Again, aggressive, but let's see
GOOG down less than a percent is pretty tough ngl
I took my GOOG gains to buy up some VOO when the SPCX IPO finishes liquidating other stocks.
GOOG gotta defend the index now… ffs it’s a behemoth and it’s not throwing its weight
In the past year... NVDA are up 40%, AAPL 44%, GOOG 100%.
This is all GOOG AVGO and Apple fault. Has nothing to do with inflation. 😂
I have been having AI's compete with each other on market predictions for a few weeks now and Gemini is really shitting the bed - only AI that is 'bearish' for this week (almost feels tilted about it's loss last week) - and none of it's predictions state anything about CPI coming up this week. Even GROK knows that CPI data prints this week and that interest rate risks were a core catalyst for the Friday sell-off. Someone really needs to check in on GOOG.
Like GOOG earnings where 50% of their profit were M2M gains on an investment. Everything is fucking UGLY AS SHIT if you actually look at the reports and the numbers instead of just looking at headline EPS.
GOOG is just not able to make 370 for so many days now. It goes to 369 and promptly breaks down
Wtf MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts. https://finance.yahoo.com/video/wall-street-sees-ai-trade-bearing-fruit-with-mangos-ahead-of-ipos-140455578.html?contentType=video
GOOG raises capital and MSFT drops, AAPL products are meh and MSFT drops, MRVL earnings are meh and MSFT drops. Can MSFT stop catching strays!
I remember when I was plowing into ASML and people were telling me why I was buying into an overpriced semi equipment company.... in 2023. Now I'm out of the semi trade, and I'm being told that I need to be balls deep? After already having made heavy gains from my two eventual picks (ASML, GOOG). It took a while for people to start piling into semiconductor stocks, but now the noise is booming.
Satya talked about the possibility of pulling a GOOG (dilution). And nobody wants that
Alright GOOGL / GOOG, let's say goodbye to the 360s. Playtime is over. 380 EOW!
its not helping but all SaaS down heavily over the last week. GOOG and META are up off their recent lows while MSFT is still drilling down
As in, why would GOOG or AMZN pay for information that's already hosted on their services 😁
TOPC is best in theory, if only it wasn't so tiny. S&P500 with companies capped to 3% max. So NVDA/MSFT/APPL are all 3%, and its per-company so GOOG+GOOGL gets capped to 3% too. Also half the cost of XMAG, and in 15 years 3% cap still makes sense where as XMAG list may be silly.
I think it's going to lead to greater volatility. Look what happened with Broadcom after their relatively positive call. Now imagine it being NVDA, GOOG whatever other megacap having a slightly negative call. The swings are going to be absolutely massive.
AAPL is worth more than GOOG, but not worth more than GOOGL. that's interesting
In probably gonna buy GOOG calls when it fills that gap tommorrow. But * just noticed, there's a second massive gap at 212. No way that gets filled in the next 5 years lol
MSFT needs to come out and say it’s not raising capital like GOOG. Market is getting spooked by all this capital raising by these mega cap giants. Both GOOg and META have done it and are being punished.
Phase 1 AI manufacture pump, Phase 2 IPO, Phase 3 Revenue? This shit will crash so hard if GOOG, SPCX, OpenAI, or if Anthropic earnings are even a smidge out of place, market is priced on god mode right now
Mi dispiace per le spese mediche, ma per fortuna hai le spalle copertissime con quel portafoglio. Quando devi smobilizzare una cifra piccola rispetto al totale (10k su 300k sono circa il 3%), la regola d'oro è toccare il meno possibile i motori della crescita e guardare l'aspetto fiscale. Io venderei SPY o QQQI, e ti spiego subito perché escluderei gli altri. MU, AMZN e GOOG sono i tuoi cavalli da corsa tecnologici. Hanno un potenziale di crescita enorme nel lungo periodo e venderli adesso significa rischiare di perdere il treno della ripresa e doverli ricomprare a prezzi più alti, pagandoci pure le tasse sopra. RKLB (Rocket Lab) è un titolo growth ad altissima volatilità: se la vendi ora che è nel pieno dello sviluppo rischi di mangiarti le mani, oppure di liquidare in perdita se l'hai presa durante un picco. SPY (S&P 500) e QQQI (il fondo ad alto rendimento sul Nasdaq) sono panieri ultra-diversificati. Togliere 10k da lì è l'operazione più indolore in assoluto. Non subisci l'impatto del crollo di una singola azienda e il tuo portafoglio non si sbilancia minimamente. Tra i due, ti direi di vendere le quote di SPY se vuoi mantenere intatto il flusso di dividendi mensili che ti garantisce QQQI (visto che hai detto che non potrai contribuire al conto per un po', quelle cedole potrebbero farti comodo per pagare le prossime bollette senza toccare altro). Prima di cliccare su vendi, dai solo un'occhiata a quali lotti di azioni sono in "loss" (minusvalenza) o hanno meno guadagno accumulato, così eviti di regalare troppe tasse al fisco quest'anno.
Sold GOOG today. I figured with the equity raise and the IPOs of the AI Labs, it was time to cash in on my largest position and enjoy the gains. I think the company will do fine in the short & medium term, I just think with the circular financing going on, I would like to completely step away from the AI trade. Added more to MELI, FIG, RDDT, while opening up a big bet on ISRG, a company I've been following for years but never felt comfortable enough to go in on.
AMZN, GOOG, MU are killing me right now
GOOG has been so shitty for the past 1 month
if it makes you feel better, my GOOG investment is in the same boat and lost near 10% as I had entered at the highest point. so there... hang in there as they will both (along with my GOOG investment) in time.
It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.
Why do I even bother with GOOG, AMZN, MSFT when TSLA can pump 5% on a random day for no good reason sigh
So GOOG gets diluted just so AAPL can finally fix a garbage Siri that no one touches. Give it time, and AAPL will dilute too, followed by META and MSFT. Its a complete circle jerk, and as usual, retail gets left holding the bag to pay for the party. What a time to be alive.
if GOOG closes above 364 i’ll name my firstborn Googenheim
GOOG put and call’s gaining 🤔
Can META and GOOG stop being gay?
3 solid long term holds are GOOG, VISA, and ASML- cant go wrong with this trio folks
Not announced, but c'mon... once META and GOOG do it, it's going to be a normal thing that they can get away with, without backlash.
GOOG to sell 85 billion in stock next quarter. LMFAO this bubble is gonna have a black Friday, Monday, pick a day at some point this year. I just hope I can stay solvent until that magical day.
Not selling MRVL until the deal with GOOG is announced
GOOG bruh, even MSFT is fairing better
NVDA and GOOG said they are considering using INTC as a backup fab. INTC pretty much erased its Friday loss.
GOOG 370 EOD because Apple will announce it is using Gemini for the Siri?
Now class, GOOG did something very bad today. I want everyone to thank GOOG for QQQ not shooting up. Everyone say “Thank you GOOG”
GOOG only YOU can prevent wildfires
GOOG is the greatest company of all time...till I decide to open a leap position
MSFT/AMZN/GOOG/META Being negative over the last 6 months feels like the best purchase right now yeah? Is anyone setup to dominate the AI world like them?