Reddit Posts
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
Who should replace Tesla as the newest member of the “Mag 7?”
Who’s ready to burn their life savings this week
Leaked Google emails & Strategy ($GOOG)
My first time with options. Can someone provide a bit of guidance?
Anyone get frustration with themselves not buy more Magnificent 7 ?
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
AIGC market brings important development opportunities, artificial intelligence technology has been developing
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What are your preferred tools and methodologies for conducting thorough and comprehensive due diligence on stocks and markets?
What Company Do You Think Is Least Likely to be Doing “Insider Trading”?
Google - The AI Juggernaut Poised to Explode
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
$151,880 Total Gains and only 2 losing trades in 2023
Google likely to layoff 30,000 employees post new AI innovation
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
To option or not to option, that is the question
$GOOG: Google DeepMind used a large language model to solve a previously unsolvable math problem
MFW I have OTM $GOOG calls and realize it's been trading in a 10% band for the last 6 months
Why is GOOG forward P/E so low and so much cheaper than the other FAANG?
Why Magnificent Seven stocks aren't really participating in the rally?
Alphabet $GOOG(L) shares up 6% following announcement of new Gemini AI model
$GOOG Releases Gemini as Answer to GPT 4 - Will this Shift the AI Race?
Please don't flame me. What is your take on $CRSR - Corsair Gaming?
Daylight robbery .Options losing half their value during the weekend
ChatGPT preys at Google $GOOG, $GOOGL search's dominance
Will TMUS VZ or T buyout LUMN or will private money?
Amazon Earnings: The Boomer Play that Could Print 🚀💰
Anyone ever notice these sites that list results "ahead" of earnings? Like GOOG, it throws me off.
QQQ is gonna tank -25% next week and we will crash into a depression. Nothing matters when 10-Yr yield is headed to 10% and we're gonna be in a stagflationary hell for the next decade.
IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,
Any recommendations on nicely written and easy to consume company 10k
Most tech companies rapidly develop a new era of intelligent man-machine
WiMi Hologram Cloud（WIMI）develops its AIGC technical layout chasing the GPT-5 era
Building a value portfolio with no dividends for tax reasons
If you aren’t selling puts, or using the wheel strategy, you are missing out!
WiMi Hologram Cloud (WIMI) to speed up the creation of the AI ecosystem
Jim Cramer says the $GOOG $NVDA are going to the moon
Global trend of AIGC, WIMI Hologram Cloud（WIMI) to promote the cloud computing and AI industry
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
Should I cut my losses, drop the bag, and move on to something else?
Number of Alphabet shares outstanding last years
WiMi Hologram Cloud(WIMI) Developed Its AI Smart Office With 3D Collaborative Office
Mentions
Yeah it’s a weird one. I like GOOG as a company more and think they win longterm. Just feels like a waste of a dip with MSFT - I’m sure it’ll recover I due time. Just don’t know if I have the patience
I’m at breakeven with my MSFT. Do I just sell it and buy GOOG at this point?
GOOG just absolutely pinned to 325 fuck
Hey GOOG I’m sure getting your ass absolutely FUCKED at 325 feels good but how about 330 today babe? Thanks
Should I sell my GOOG for SNDK? I mean, this thing is going to double again, right?
AMZN, GOOG and MSFT Capex spend will be reflected in Cloud revenue boost. Their cloud revenue acceleration is significant and we are in early phase of AI cloud boom. Its not as if enterprises will stop using AI anytime soon. Even if GOOG is not able to sell enough of Gemini to cloud customers, they can lease infra to OpenAI or Anthropic for their AI loads. They have 8 million customers on Gemini Enterprise already and I expect that to grow. Only META is a question to me. They dont have enterprise revenue and do they need to spend 135B to push ads on to FB/Insta/Whatsapp is the big question. I dont think their glasses will grow fast enough to justify this kind of push. They already have like million GPUs inside their DC. how many more do they need for their workloads!!!
About time GOOG woke up. Did Theta stretch you out enough while they fucked you? Fucking whore
I'd really like you guys to pump GOOG until it's green. K thanks
literally everyone is moving but GOOG and MU
Either dump or moon I’m tired of your shit GOOG
Imagine watching NVDA go up while you decided to buh GOOG 0dte’s instead…HAHA, IMAGINE?!!!!! 😭🤡
If this trend keeps up, AMZN will drop less after an earnings miss and the highest capex spending of all than GOOG 2 days after an earnings beat. Not to mention MSFTs 18% drop over the last couple of weeks after a beat and way way lower capex spending. I just don't get iiiiiiit.
I’d expect 🥭 to fuck me especially when I was younger, but GOOG!? Come on man :(
GOOG gonna rip next week.
I would like to thank META and GOOG for completely fucking me today.
When GOOG, AMZN, or MSFT decide to go up… it’s going to be even greener.
Someone loading up on GOOG here. No way that should be down. Expect a bounce into close.
GOOG is up 2.4% YTD, AMZN is down 9%
It’s okay GOOG. It’ll be your turn to go up soon.
Imagine not buying NVDA calls for earnings after learning AMZN/GOOG are spending $14 trillion on videocards.
GOOG, MSFT, and AMZN should just announce they’re taking a more cautious CAPEX approach and phasing it over a longer time frame - halving the investment for 2026. Will make their stocks rip to heaven.
GOOG you going the wrong way
GOOG if you can hear me, please GOOG save me if you can hear me! 🙌🏽
I picked GOOG and AMZN as my dip buys.
you guys watching NVDA, right? GOOG & AMZN spending 100 Bazillion on Capex - guess where everyone thinks its going
Added MSFT, GOOG, and to my short COST this morning (and PYPL which has been bruising) Searching through the rubble of the past week looked through my shorts yesterday to see which ones I'd go long. \- I think Sofi is a good buy right now even at 30x Fwd PE given how fast they are growing (40%+, 1 million members in Q4 to the 13m they already have) and how it's not dependent on crypto/options. More a better diversified banking experience with multiple verticals Still wouldn't touch \- Robinhood I just can't touch as even though they are around the same valuation, their earnings are so levered to crypto and options trading. \- COIN is just such a scummy business I won't touch them, would be long HOOD before COIN
GOOG is pissing me off. Wish I had stayed in AAPL
Everything green in my port except GOOG
Especially GOOG. Peeps asleep
You gotta be regarded not to stock up on more cheap MSFT and GOOG
Added MSFT, GOOG, and to my short COST this morning (and PYPL which has been bruising) Searching through the rubble of the past week looked through my shorts yesterday to see which ones I'd go long. \- I think Sofi is a good buy right now even at 30x Fwd PE given how fast they are growing (40%+, 1 million members in Q4 to the 13m they already have) and how it's not dependent on crypto/options. More a better diversified banking experience with multiple verticals \- Robinhood I just can't touch as even though they are around the same valuation, their earnings are so levered to crypto and options trading. \- COIN is just such a scummy business I won't touch them, would be long HOOD before COIN
If anyone is wondering why GOOG is down... well i full ported goog calls yesterday. Sorry guys
Still red today because of GOOG and AMZN lol
how in the world is RDDT red. Up 10% in AH, crushed earnings, huge buyback, huge growth. Buying RDTT, GOOG, MSFT and MU on all of this weakness.
Is GOOG about to have a worse day than AMZN? wtf lol
Start loading up on GOOG calls
Dear GOOG, Stop. The. Count! - Sincerely, a regard.
Fuckin weird, right? I expected MSFT to flop around for a few days but this feels crazy to still be happening. and GOOG shitting the bed today doesn't feel right either. They were incredible and it dumped for a day then I assumed it would follow trend again but still shitting. Then META having its big pump after earnings and then giving it all back and currently still shitting negatives every day. Just all feels weird.
Let me Google why GOOG is bleeding
Everything pumping but GOOG and AMZN still down bad, clown market
Are GOOG and MSFT good value right now?
GOOG being down feels criminal
C'mon, GOOG - I need you to micro-pump to 350 to save my calls, or at least what's left of them.
thats cloud. not AI in particular. MSFT had awesome numbers ever since O365 and azure took off. GOOG still earns most revenue with ads. for now they can - more or less - get away with giving away their AI products for free.... but eventually this will not fly anymore when necessary compute power keeps climbing at these rates. to me it feels like "we will find gold eventually, we just need to dig even deeper" without thinking about how to ever get out of the pit once gold is struck,
Yes and I also have $5 in my bank account and $15 in GOOG stock as well as this PC I am writing from with 8 GB ram worth $100
you sound like the people who were calling META dead in 2022, and GOOG dead April 2025.
So AI is going to bring MASSIVE value to software companies allowing them to reduce headcount but those software companies will make less money because there will be fewer people to use their products thanks to lower headcount/AI replaces them. Somehow this will funnel even more money into GOOG/META/MSFT/AMZN so they need to spend MASSIVE amounts of money to ramp up and allow for this. Is this the thesis?
so glad i bought more shares and leaps. staying on the GOOG train till it runs out of tracks.
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK collapse by 80%? - Probably: Competition, double ordering, overbuilding, oversupply, glut, etc. But for now =profits
GOOG still not green. Pump is weak ass.
So GOOG doing it better which why they flat
Some of the very high capex is going toward moonshot expansion, like the Kuiper satellite network. Potentially buyers feel like, sure spend big, but do it like GOOG does and show solid profits where the money is headed.
If you think about it, it’s kinda bullish that the barrier to entry for making your own AI is so expensive. Startups and smaller companies have no chance ever catching GOOG, MSFT, META and anthropic.
GOOG was due for some trimming But, AMZN is a travesty
This market doesn't deserve GOOG or AMZN
30% of my port is in GOOG shares and the rest in cash. I feel so calm and relaxed knowing i'm in good hands. LOL.
BRKB and GOOG finally waking up?
If AMZN and GOOG are able to retrace a little more by 11am, look out put holders
Hail the King! For whose losses are greater than his? None in all of christendom. I pledge my service to you. What shall we battle next? An army of MSTR puts? The great green GOOG call dragon?
I also got into MSFT but tbh started wondering what it offers. Computer hardware has a lot of competition, windows is surely getting competitors (I can imagine android spreading, or linux, or whatever). I dont know, I could see MSFT go further down if the AI thing doesnt work for them, and right now, GOOG looks strongest with it. And I am a big believer in AI, as in that the technology has a lot of potential and should be much more widely adopted everywhere by everyone
Consumer purchase power will have a negligible effect on AI/data center construction. MSFT Azure is growing 38% yoy capacity capped. Those are business/enterprise customers, not retail consumers. Same w AWS and Google Cloud, they are building data centers to support business use cases of AI, enable researchers to have all of the high end compute they need, and to solidify our lead in the AI race (and technological progress generally) over all global competitors. Also in GOOGs case, they need Gemini capacity because they are putting it everywhere. Gemini will be the new backend of Siri, ensuring that Gemini AI is the default native AI on ALL modern smartphones. That doesn't directly cost the consumer anything, it's AAPL and GOOG "paying for" it, but both are profit juggernauts and taking these actions to increase their market share and build moats against competitors. Also for all the drama around Anthropic being a threat, Anthropic is also a customer. Anthropic pays AWS, Azure, and G Cloud for compute and to rent GPUs/TPUs specifically. GOOG and AMZN also both own 10%+ of Anthropic each, so the idea that Anthropic will put pressure on Gemini/Co-Pilot/ChatGPT may well be true, but they hyperscalers will still benefit directly and indirectly from the demand for compute
MSFT just posted a $38B profit quarter and GOOG did $35B+ in one quarter. Both did roughly $100B annual profit in their last fiscal year and both are growing profits between 25-30% you and both have great balance sheets and nearly $100B net cash. Both are growing cloud especially quickly and both are capacity capped and would be growing faster if they could build more data centers tomorrow. Both have rapidly expanding backlogs and the ONLY way to realize that revenue is to build the data centers. Both GOOG and MSFT are more profitable and growing faster than AMZN, yet both are also spending significantly less in capex. META is spending nearly as much in capex as both, but is significantly less profitable.
Here is an economics/ finance perspective: You're not wrong that it looks contradictory, but there are a few structural things going on that explain it. **Most of these stocks were just expensive.** When people say a stock is "expensive" they don't mean the share price is high, they mean the price relative to what the company actually earns is stretched. That's measured by the P/E ratio (price to earnings). A lot of these names were trading at 30x, 40x, even 60x+ earnings. That means investors were paying $40-60 for every $1 of profit, betting that growth would eventually justify that price. When confidence wobbles even slightly, the market re-rates them. The company can be doing fine, but the market decides it's no longer willing to pay 40x and marks it down to 25x. That alone can be a 30-40% drop with zero change in fundamentals. That's called multiple compression, and it's what's hitting both groups right now. **Interest rates make this worse.** Growth stocks are valued on future earnings. When interest rates are higher, those future earnings are worth less today in present value terms. So the maths behind the valuation literally changes even if the business doesn't. This hits high-P/E tech disproportionately hard regardless of whether the company is an AI builder or an AI "victim." **Passive investing amplifies everything.** A huge amount of money now sits in index funds. These funds buy and sell based on market cap weighting, not fundamentals. That means the biggest tech names get bought simply for being big, and when sentiment turns, they get sold for the same reason. It doesn't matter that NOW and NVDA are completely different businesses — they're in the same indices, held by the same funds, and sell together when money flows out. I**n sell-offs, correlations breakdown**. This is a well-known pattern. When investors de-risk, they sell what's liquid and what's gone up the most. During risk-off periods, correlations across stocks spike toward 1. Fundamentally unrelated companies drop together because it's the same money exiting, not because the market has a coherent view on each individual company. So in your example. The incumbents like NOW, ADBE, CRM aren't getting wiped out. They're getting repriced. There's real competition from AI-native tools, margins might compress, growth might slow, but these are massive businesses with deep customer lock-in and switching costs. A price correction is not the same as going bust. The AI infrastructure companies aren't a bubble in the dot-com sense either. The spend is real, the revenue is real, and the demand for compute isn't slowing. Think of them less like speculative bets and more like electricity providers: everyone needs the infrastructure, and these companies are building the plumbing. Many of them are also diversified businesses (GOOG and META aren't pure AI plays, they have enormous ad businesses generating cash regardless). Both can drop at the same time because the market isn't making a coherent argument. It's a bunch of different actors repricing risk, unwinding crowded positions, and adjusting to rates, all at once. The contradiction you're seeing is the market being a market, not the market being right about two opposite things.
Got IREN, got Bitcoin, I just can't stop losing... I took comfort in the fact that GOOG was my biggest position but even that drops on excellent earnings ☹️
I’m 46% SNDK, 38% MU, 13% GOOG, 6% cash I’m down 13% since the 3rd, it looks and feels way worse. I’m still gonna hold and wait this all out, screw it.
GOOG was nowhere near this intense. And they even dipped more I don't expect a rebound or something. 2-5% drop would have been fair, considering the situation. But 10%???
Wait till at least 3 days post earnings. Until then things can adjust in an odd way, specially if you are only looking at the overnight reaction that has no liquidity behind it. See GOOG reaction and what it did during the day.
This is a stock pickers market. Memory and Optics names are winning right now- the companies “selling shovels to the miners”. META and AMZN massive capex increase. GOOG too, but they use TPUs, so AVGO is taking some of NVDAs market share. Think.
so what would be the stocks that supply GOOG, AMZN, MSFT? You are looking at a combined revenue of 400 billion for these.
What we actually got. MSFT - we spend a lot GOOG - we spend a lot AMZN - we spend a lot and earn less than expected
We got the earnings date sequence wrong. It should have been GOOG (beat), AMZN (miss), MSFT (beat). GOOG would be like look we're earning but it's a bit more spending but worth it. During AMZN's turn, the impact is sandwiched, it's just GOOG being better. Come MSFT's turn, it's still earning, same story like GOOG.
They are being caused by two different things. The SAAS companies are dropping because of specific AI plugin released by Anthropic. The SAAS companies also have been making investments in AI and need to prove it helps their revenue and margins, but at the same time investors are scared they will lose their boats. MSFT, AMZN, GOOG drops are mostly related to CapEx vs actual results/returns for AI. The rest of the AI fear is really based on NVDA 100 Billion deal stalling with OpenAI. OpenAI needs as much money as possible so that really hurts them, which hurts Oracle because Oracle needs 300 Billion from Open AI for the next 5 years. Also OpenAI not being satisfied with some Nivida chips, and the two comapnies recently came out in great lengths to ensure the public and investors that their are no Issues between them. And when So AI stocks would still be likely tanking off of OpenAI/NVDA/ORCL/CRWV without the Anthropic news, and it would perhaps would affect SAAS a bit, but it sure wouldn't be the SAAS apacolypse that is occurring now. Definitely could be tough this year though, cuz its a bit of AI bad market go down, AI good market go down. So some it is perhaps investors looking for a reason to take profits or for confirmation that certain sectors are overvalued. Basically its a perfect storm right now.
MSFT, ONDS, GOOG in that order. Don't miss out pussies.
He's literally a clown. Hasn't done anything of value since becoming a CEO, everything good that happened last couple lf years was already in motion by Bezos. All he know how to do is cut costs and squander the leading position they had in cloud, instead of using it for AI. In a way it reminds of Intel when they were out of ideas for growth and innovation. Anyway GOOG to the moon
lol, let's figure out the next 24 hrs before holding faith GOOG will sprnd 440B a year from now
GOOGL sucks. I am shlong GOOG
Let's not talk about Amazon as a whole. We have to talk about Amazon Retail+Ads (ARA) and Amazon Web Services (AWS). They are two completely separate businesses bundled into one. ARA is actually a bad business (comparatively) that I wouldn't invest in. Growing 10% on $127B US and 17% on 50.7B intl, with margins around 9% and 2% respectively. Retail is hard to scale and profit. Your autonomous warehouse thesis hits here, they might be able to get a few points of margin here but it won't be game changing. AWS is what everyone's watching, the growth and backlog are slowing relative to GOOG/MSFT. The world is changing very actively and the newest tech companies and legacy companies are all choosing their AI cloud providers now, it's a new inning and every legacy and new tech company's cloud and AI spend is up for grabs. AWS's lackluster chips program and their lack of AI bundling like GOOG makes them the dumb choice for any enterprise or AI startup. It really comes down to this: Any startup or executive will choose 1) GOOG or 2) MSFT for their AI/Cloud strategy going forward. If you choose AWS/Oracle/IBM you will be laughed out of the room and fired (or your company will slowly sink). This is the current state of play. AWS might catch up later as startups and enterprises start going multicloud, but the current GOOG offering is just too attractive.
GOOG and META are positive YTD. I swear when the S&P drops 25% a whole generation of "investors" is going to be jumping off bridges.
GOOG dumping because they aren’t spending as much on CAPEX as AMZN, which is itself dumping because it is spending too much on CAPEX. How much more clear could it be?
I understand everyone’s circumstances are different, but It’s not really “wheeling” if immediately closing out of CSPs for a loss and/or selling assigned shares for a loss. I am more than willing to admit that I will be assigned on more positions than I was hoping for due to all of this. Currently, all of my positions are on companies I am fine adding to long term holding if it goes that way. Account is value is down 8.75% this month, but will keep wheeling by selling CCs on my assignments and will be bag holding a few positions for who knows how long. Current positions with various DTEs running into March: AVGO, MRVL, ORCL, HOOD, NVDA, GOOG.
It's more that tech rotations are happening due to an evaluation cap for these AI players. GOOG is not "basically" flat - their earnings were great, had this happened last year, we would've seen a rally. META rising hard and then proceed to dump into oblivion, that shows people are rotating out of the insane AI spending spree
But the others didn't confirm the fear and were strong earnings lol...MSFT dumped due to CAPEX, GOOG is basically flat, and META rose rlly hard Just cause amzn is a pos doesn't make your ber thesis make any sense lol
I work in the cloud space on the enterprise side. The technology IS transformational. People tend to look at Google and therefore AI through a just consumer lens which is understandable but a mistake. The disruption AI has brought and is bringing is very real. The use cases I'm seeing get deployed via API access (meaning enterprises leveraging AI models inside of their own software and services) are already incredible and are just getting started. I'm not convinced that OAI is going to be a company 2 years from now but I'll bet my left and right arm that GOOG is just getting started. Dumb money will bet against them. They are the best positioned company on the planet right now wrt the disruptive force that is AI.
SOXX down 2% NVDA down 2% MSFT down 5% GOOG down 3% META down 2.5% NFLX Up AAPL Flat I still feel like I'm missing something.
Meh.. could be right but GOOG doubled and AVGO is a huge recipient of that cash. Same with META but with similar companies.
I’m at all time highs. Rode GOOG last year, then SNDK the last couple months, back in GOOG now
tl;dr - please help me carry these bags QCOM & ARM (and everyone else) - memory is expensive! GOOG, AMZN - We are going to spend $100s of billions more on Capex - This year alone... wtf Translation: Buy SNDK/MU - They seem overpriced - FOR NOW, they are not. They are repricing from a high volume, low profit margin, commoditized business with tons of competition, to the exact opposite Will MU & SNDK end up collapsing 80% - Probably: Competition, double ordering, overbuilding, oversupply, then glut, etc. But for now =profits
Down 15k all time. Bought MSFT and GOOG leaps like a regard