GOOG

DoughnutCharming8066

I’ve put al my money in the META, GOOG, AMZN and especially MSFT Loaded some extra Microsoft yesterday, leveraged up my ass. Let’s rotate this shit!

zxc123zxc123

I think GOOG comes out on top too. I've been investing in GOOG since before the GOOG/GOOGL split, but even I've been adding to MSFT since it feels overblown. I feel the market is throwing MSFT out with the SaaSpocolypse bath water. It's priced like they are BOTH burning all their margin/earnings on capX (like META/GOOG/AMZN) AND going to get disrupted like CRM/ADBE/NOW despite the CapX actually building it's moat as a hyperscaler. Folks really out here acting like AI will replace windows or office when both OpenAI and Gemini both say it can't (although upon asking more OpenAI did agree with my idea that AI LLMs do open up Linux as an alternative *for consumers* by lowering barrier to entry and helping with trouble shooting.)

cgonz15

Switched from GOOG to NVDA today, same shit different ticker, straight down even on my dip buy 😭

bearhunter429

#SPY is down -0.5% which means MSFT, GOOG, META and AMZN will be down -5% tomorrow LMAO🤌

zxc123zxc123

OP's not wrong. But they are probably very short term minded. I remember folks were saying Iran war will crash the markets earlier this year. GOOG was "chatGPT roadkill" or tariffs going to cause great depression 2.0 last year. Elections are chaotic, yen carry trade reversal, China contagion, and potential Trump 2.0 in 2024. Markets will keep crashing with high rates, SVB blow up, war in the middle east after the terrorist attacks on Israel, middle east starting WW3, and the like in 2023. Ukraine war, high rates, FTX blowup, and more in 2022. Markets were too high and SPAC/MEME non-sense will lead to bankruptcies. MSFT definitely fine. ORCL probably fine. Not sure why they are running PLTR shorts while being long Saas.

JohnMayerismydad

Still doesn’t seem like a value play yet to me. I need to think ‘that’s absurd’ when I see the price like I did GOOG at $150. Ill bet that if AI stocks take an actual fall that Microsoft will fall with them, even though it’s priced way less for perfection than the rest

zer1223

If it turns out AMZN, MSFT, GOOG, ORCL are AI bagholders and getting fucked, what happens next? A. they continue to buy absurd numbers of shovels from nvidia at absurd prices B. they don't do that. And Nvidia's future revenue plummets Pick A, or B

Delicious_Put_5857

ya AMZN def. GOOG kinda straddling both buckets but still prob a buy

Samjabr

It's the # on the margins, friend. Every week money goes in but also every week money comes out retirement/death/etc. The catch is the inflows have to exceed outflows. And what I'm trying to explain (poorly, I guess) is the money on the periphieries is chasing other plays like Semis. That is enough to keep those stocks stuck in place or even have them trend down. Remember, the entire value of a company doesn't trade - just the float. It's why companies love stock buybacks. Funnelling money into buying back shares is always a winner, as long as you have positive cash-flow. Literally can't lose. Apple has bought back almost a Trillion $ of their stock in the past 15 years, I think. [https://finance.yahoo.com/news/apples-704-billion-decade-long-213225306.html](https://finance.yahoo.com/news/apples-704-billion-decade-long-213225306.html) For years, almost every quarter these companies (GOOG, MSFT, NVDA etc) were announcing buybacks. That is literally automatic buying that kicks in non-stop. But now that they have to re-allocate that money to CAPEX spending (GPUs, Power, infrastructure) they have to cut back on the buybacks. And without that constant buying on the margins, the stocks sink. Just look at NVDA. Last quarter earnings, they announced a massive boost to their dividend, announced a new buyback, and then weeks later had to issue a $20 billion bond to raise money 🤦‍♂️ Talk about going Full Retard. [https://finance.yahoo.com/markets/stocks/articles/nvidia-announces-80-billion-buyback-132759872.html](https://finance.yahoo.com/markets/stocks/articles/nvidia-announces-80-billion-buyback-132759872.html) [https://www.reuters.com/business/finance/nvidia-raise-20-billion-source-says-first-corporate-bond-issuance-five-years-2026-06-15/](https://www.reuters.com/business/finance/nvidia-raise-20-billion-source-says-first-corporate-bond-issuance-five-years-2026-06-15/)

Samjabr

I'm going to tell you a secret that some people know - here are the stipulations 1. The employment rate (Jobs) = automatic inflows into markets. 2. Fund Managers no longer manage - they essentially just mirror the S&P or NASDAQ 3. Every single day, 11,000 people hit the age of 65 (seriously). You have to accept those two items as truth. **Period**. Now, every week, people earn paychecks. Those paychecks rise slowly over time through companies programmatic raises (typically 3% raises per year) So, without fail, every week, money is directly funneled into 401Ks, IRA's, Pensions, etc, and all things being equal, that number continues to rise with population growth. The deterministic criteria of whether stocks rise/fall is the level of employment versus the outflows. If unemployment rises, then the amount of $ being automatically directed into stocks drops. Makes sense, right? Now as people age, they slowly shift from contributing $ into stocks (see #1) to withdrawing $ from stocks (See #3). Put this all together (I have to truncate otherwise automod will mock me): MSFT, AMZN, GOOG, etc. were on a steady march upward as incomes/employment remained strong because almost all 401Ks/Pensions, etc., automatically pump money into these stocks. But now that there is an actual shiny bauble to buy (Semis/AI/Quantum/Space/etc) - Fund managers think they can potentially outperform the indices, if they shift some money into those sectors. And thus, you have the situation unfolding before your eyes. $ is still flowing into the market. But Hedge Funds and some managers are taking a chance that they can beat the averages (Very few of them ever do on a consistent basis) - They think this is their chance to stand out. So, even though more money is going into markets, the staid Big Tech stocks are going nowhere, as the capital is allocated elsewhere. [https://www.etf.com/etfanalytics/etf-fund-flows-tool](https://www.etf.com/etfanalytics/etf-fund-flows-tool) [https://www.atlantafed.org/research-and-data/data/wage-growth-tracker](https://www.atlantafed.org/research-and-data/data/wage-growth-tracker)

One-Shoe-5658

The relative valuation point is fair. Against QQQ and VOO composition MSFT does look reasonable rather than expensive. Context matters. And the Berkshire GOOG thing is genuinely ironic. Ted and Todd made that call, not Warren, but Berkshire’s name is on it either way. The old man built a machine that outlived his own rules which is either the ultimate success or the ultimate irony depending on how you look at it.

Muted_Wasabi_1284

Idk why I haven’t bought any puts yet. I watch PLTR MSFT and others every day go down and then I buy calls on GOOG NVDA CRWV and lose immediately lol

awesomewolf25

Ive been buying a bit of each of MSFT, META, AMZN, and GOOG.

Icy-Sheepherder-7595

True and you make valid points. I agree but when compared to QQQ and VOO P/E's it suddenly looks very cheap. Plus, Berkshire is all in on GOOG at the top now ironically, yes I know it wasn't his decision and he's out of the company now but still pretty ironic.

Sandvicheater

Waiting for MSFT turn the ship around and actually be a competitor in the AI space again. Lets face it, ever since MSFT resorted to licensing buying AI from OPENAI and Anthropic they've been relegated to the kiddie seats while the big boys like GOOG has been winning the AI race. MSFT has been supposedly working on their own in house AI for years now its about time they let it run with its own legs without rely ing on ChatGPT or Anthropic clutch to support it.

Sandvicheater

Waiting for MSFT turn the ship around and actually be a competitor in the AI space again. Lets face it, ever since MSFT resorted to licensing buying AI from OPENAI and Anthropic they've been relegated to the kiddie seats while the big boys like GOOG has been winning the AI race. MSFT has been supposedly working on their own in house AI for years now its about time they let it run with its own legs without rely ing on ChatGPT or Anthropic clutch to support it.

Vlisa

!banbet GOOG -5% 30d

cgonz15

The fact that people are freaking out about GOOG going from $341 to $343 shows how sad the current state of everything is 💀💀

shanked5iron

GOOG NVDA closing strong at least

codespyder

GOOG doing that zombie thing by reaching up slightly from the red zone to drag the market down with it

RandyTomfoolery

I think AI efficiency is the next cycle in AI trades. AMZN, GOOG, NOW, UBER, BKNG, HCA are a handful i am accumulating as they will benefit huge from AI eventually.

hw999

What the hell is up with AMZN, MSFT, NVDA, AAPL, GOOG, and NFLX? Is there some inside joke I don't know about? How have they all become absolute turds lately?

codespyder

Goddamn it GOOG move your ass.

MojoDohDoh

LMAO 380 ON SPCX you understand that puts it at 5T market cap, or more than NVDA or GOOG right?

WorkingCorrect1062

MSFT is dead, GOOG is dead, AAPL is dead, NFLX is dead, META is dead More dead stocks in episode 2 later today 💀

Spac55

$CAT, is it an AI company ? $NKE also an AI company. Those worker using $CAT tool, using Nike shoes too. $PLTR $SBUX , $IBM , $GOOG , All AI company or not ?

Spac55

$CAT, is it an AI company ? $NKE also an AI company. Those worker using $CAT tool, using Nike shoes too. SBUX , IBM, GOOG, AI company or not ?

BmoreBoog

Buying keel and GOOG

Key_Category_8531

It's hard to tell what will happen The stock price hinges on memory being highly desirable right now. It could work out, it could not. I like investing in ETFs or blue chip companies that have strong fronts in different areas like GOOG. But again, everyone is free to do what they want. We'll see what happens and how things shake up, memory could keep exploding up into infinity for all we know.

Astronaut100

Kinda wild that Microsoft and Google are converging to the almost the same price per share. How Microsoft pissed away their first mover advantage in AI is a business case study in the making. I’d much rather keep buying GOOG for the long term.

Redfield11

My greedy ass wanted to get just a few more percent over SPY before de-risking and now my multiple high beta stocks having their way with me. Save me GOOG

PaulAllenWatermark

When MSFT, GOOG and META all go to 0, can I buy them out for pennies? 

RandyTomfoolery

At a certain point sooner than later AMZN, GOOG and MSFT are gonna rip.

LumpyShock9656

MU holders you are welcome for the MSFT META GOOG AMZN NVDA liquidity I'm giving all my money to you. Enjoy. Sincerely Bagholdr

cgonz15

Its nowhere close to being the best at drilling, please look at MSFT, META, and GOOG. NVDA has barely been hit 💀

Perfect_Painter_7863

BAG 7 ruined my life fuck you especially META AMZN and GOOG

bearhunter429

#Between NVDA, GOOG, META, MSFT and AMZN the average forward P/E is now as low as 20. Those companies had an average P/E of 40 last year. LMAO🤌

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $370.00 (above) | $341.83 | +8.2% | Jul 16, 2:58 PM |

Hocari-

!banbet GOOG 370 3W

423fb631

Better buy back into GOOG, Buffett is making calls

cgonz15

Loaded up GOOG 300p 07/17 out of pure hatred, these will hit

verified-trader

**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $368.12 (above) | $340.85 | +8.0% | Jul 2, 2:32 PM |

mighty_sys_admin

!banbet GOOG +8% 1W

codespyder

Either GOOG is inversing the market or it’s some weird ass leading indicator. Everything is plummeting from open but GOOG was doing that half an hour before market open

KnightingGale

Same I had too much faith in GOOG recovering

ImTiredBoss420

You forgot GOOG and APPL

SolidAndEdgy

what the actual fuck NVDA/GOOG. Fukers havent gone up in days

_IsNull

I only have 3 stocks. APPL GOOG META They’re not doing well

cgonz15

Lmao just wait, GOOG sub $300 maybe around next week

JellyfishFestival

The inverse correlation between semis and their customers is a new and growing theme The whole week has been crazy with action in GOOG, META, AAPL, MSFT, META, PLTR doing the hard opposite of semis

Necessary_Ad_9800

Someone put GOOG and AAPL on life support

cgonz15

Closed my GOOG and META for combined loss of $4,025 but I couldnt be more happier, BAG7 pieces of trash holy fuck man, shorting the fuck outta these now

JarrodH991

wtf is with GOOG, AAPL

Altair82

GOOG still up 100% YoY they just gotta show some returns on that capex soon

aniote

😭 *waaa GOOG is down* 😭 ➡➡ stop whining and just buy more 😭 *waaa MSFT is down* 😭 ➡➡ stop whining and sell that shit

spicykimchi_inmybutt

GOOG decided to commit seppuku after seeing MU earnings

Thin_Cat8817

GOOG freefalling right before open, very cool, very manipulated

Andromeda_0507

Yo GOOG why?

Aromatic-Ad-6244

Fuck bro. What happened to your testosterone?! We can't let GOOG make us it's bitch

_hopkins

Petition to change GOOG to SHIT. I know it has competition form MSFT for this ticker

Old_Veterinarian7830

GOOG will bounce on open and hit 350 today

log1ck1717

Sell PLTR buy GOOG or sell GOOG to buy PLTR?

Three_of_a_kind3515

GOOG puts.. TSLA puts.. GOOGL puts… Wish I had MU or even just the QQQ.. holy memory pump Batman..

Three_of_a_kind3515

Is actually four AI main researchers and now Gemini 3.5 is at a standstill.. not going to be rolled out as planned. They went to the competition.. all four.. with GOOG knowledge of their AI model to use.. I think that might be bigger than you seem to think.

cgonz15

I have had enough suffering, selling my GOOG calls on open and switching to puts, this garbage is going sub 300

Salamanderfs

Puts on GOOG cause seriously wtf?

Mental_Diet1533

ITM calls for GOOG for the earnings play. Talk me out of it

fish_

thank god the old banbet system vanished, i had made a GOOG 400 by august bet a couple weeks ago LMAO

Stop_The_Rain

Decent PCE, GDP up, MU killing it.... awesome.. I will go and have a look at my MSFT and GOOG Calls.

aka0007

This is regarded. GOOG's market cap is about 4T. 30B in stock, representing less than 1% of the total shares, being traded here is too small to make assumptions like this around. FYI.. I don't have any issue with your price target although based on how GOOG has traded it may be a bit aggressive. AI CAPEX continues to increase as fast as they can spend money and the impact on the stock price can be volatile.

Legendary-Lemon

GOOG not looking good…

cgonz15

Please dear god GOOG, just one more dead cat bounce so I can exit calls, stop being a POS 🙏

Smurf_Crime_Scene

I still have some AMZN and GOOG, I am going to dump it today. 

cgonz15

This PCE can either bring back my GOOG calls or finally murder it beyond oblivion ffs

AlGAdams

It's going to be difficult to present a preponderance of evidence even in the MSFT case, which is more about hiding their decellerating cloud growth. GOOG wouldnt make any sense because they grew so much and absolutely blew away their earnings with an EPS surprise like 4x what Micron just presented.  You have a better shot suing Wendy's for serving square burgers.

Legendary-Lemon

GOOG NVDA MSFT AMZN NFLX TSLA META all cooked. And you expect them to keep pouring money into memory/semis indefinitely.

Even-Square-6246

At least buy GOOG the L stands for loser in GOOGL

JarrodH991

Will GOOG ever have a green day

Legendary-Lemon

CapEx. MU margins are being financed by GOOG and those alike

bzl33

bunch of overrated researchers leave GOOG and people act like it matters. Gemini AI and their code gen software sucks. People only use the Anthropic/OpenAI models for code gen.

_hopkins

It was my fault buying GOOG calls thinking it is a stable stock and not a meme stock

BarbellPadawan

My spouse literally GOOG fact checked me when I said tap water in London is potable. Luckily Gemini had my back.

hftrobo9285

GOOG has to be a good buy before earnings at these prices right? Or is their capex numbers gonna push them even lower?

KarlLachsfeld

GOOG now got the MSFT curse

Sufficient-Pie-7815

So are GOOG and AMZN!

Wonderful-Savings768

But it is not sustainable even in the short term. Micron is already at max production. Earnings have gone up due to price gouging, but AI companies are already in extreme debt and Samsung and SK Hynix (plus Chinese manufacturers like CXMT) are very soon going to increase production, causing competition. It's the same cyclical nature of this kind of stock, but much more volatile because AI is not based on actual profits, but vibes. And vibes are unstable. AAPL, GOOG and AMZN are much better stocks to hold until the end of the year at current prices.

OnfiyA

To be fair that was December 2 2025... 200 days ago, and considering how US administration operates, every two weeks is a different life altering event. I'm sure GOOG, OpenAI, Claude, Deepseek and any new LLM viewpoints are different from last month

cgonz15

How/Can I sell covered call for GOOG with leaps? On Robinhood? I need a way to get back some gains on this dead stock

cgonz15

GOOG just coz I am holding it

Maakus

Not defending VZ here - you stated that GOOG was undervalued. I'm saying it's fair.

LaserBeamer17

NVDA and GOOG call to me like sweet sirens at these prices 🤤 I must resist! 🙏

Trashlify

OP is a regarded gambler who makes stupid bets. That said, $50 to $1k is not 20k% it's 2k. In options, on any given day there is at least one ticker which has an options contract that does 2k% growth. In fact, towards the end of last year, GOOG rose 9% in one day and several options contracts went up more than 2k%. There are several other incidents.

_hopkins

SPY futures can turn all green as much as they want but AAPL and GOOG will not lose their commitment to being blood red

Tim_Apple_938

“ChatGPT killed Google!” bros been having a rough time since GOOG went 130->400. Enjoy the day I guess

mrbobertimus

Yeah and the AAPL share price has been heavily rewarded for staying out of this race to light as much money on fire as possible. I think GOOG is the only player that will come out of this without hemorrhaging too much profitability because there’s so much benefit to all their business units

codespyder

I dont think it’s the same setup as MSFT. GOOG have more fingers in more pies to get them going.

E39_CBX

Why is GOOG tanking afterhours then?

0DTEKing

GOOG, AMZN, MSFT all will be green tomorrow They are the one spending $$ Ai is here to stay

cgonz15

Geniuenly am starting to believe my GOOG leaps have no chance of ever seeing green atp, and I bought in around 370s

codespyder

GOOG dumped after hours