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
I don't know for sure, but it might. Let me make my best case: 1. OpenAI has over 80% of LLM and AI assistant traffic. It's the market leader. In a highly hyped tech startup space, being the market leader tends to be very valuable and very durable. And OpenAI investors badly want this to work because owning $1 billion of a smaller, faster growing company will result in far more gains than owning $1 billion of an existing behemoth like GOOG, MSFT or META. 2. Having the best technology doesn't always mean your company will get the highest market share. Even if Gemini is far better than everything else, it won't necessarily become successful. And Google is notorious for deploying interesting technologies and then letting them wither on the vine. 3. Look at the analogy to bing.com. In the early days of Google, Microsoft tried very hard to grab market share from Google with bing.com. It didn't work very well. Google persisted and remains the market leader, probably because it had that early dominant level of market share. 3. Companies like Google and Meta have faced their fair share of antitrust cases. There's a chance this will happen again with AI. The powers that be may well prefer that some other company be the market leader in AI. Google already controls too much. 4. Sam Altman is a very strange case. In Nov. 2023 he was fired and rehired inside one week. Early big-time OpenAI researchers and investors, like Ilya Sutskever and Elon Musk, have been critical of Altman's ethics, but he persists -- despite spending a lot of time trying to make the OpenAI non-profit generate big profits, which it was not intended to do. (Altman even assigned himself a percentage of the new for-profit entity.) There was also the mysterious "suicide" of OpenAI whistleblower Suchir Balaji. Prior to his death, Balaji did not show any signs of being suicidal and his parents do not believe the suicide story. The guy even ordered some food delivered to his San Francisco apartment right before he (supposedly) offed himself. It's questionable. But somehow none of the shit flying off the fan ever seems to stick to Altman. The guy's Teflon. But why? (Compare his arc to those of Sam Bankman Fried or Changpeng Zhao, for example.) Altman seems to have connections in the highest places. I don't know how else to describe it. Maybe I'm reading too much into this guy, but something weird's going on.
yeah ill just DCA into my longer term picks that aren't trading at higher forward P/E's. or AMZN/GOOG. pretty confident them bitches will recover just fine before i need the cash again
Will $GOOG ever be $300+ again? Or are we done?
Hope there is a good opportunity to buy GOOG tomorrow
**Based on how things went today GOOG is my best move tomorrow**
I hope so. My portfolio is all in red apart from GOOG haha. I only started investing since Feb this year was up massively now its down 7%. Should of held out till now haha. But impossible to time the market really. I have strong stocks, ETFS, commodities and some good speculative stocks. Gonna put 5K to buy some dips and then I'm not checking till next year
Can I get some more of that GOOG 300 dammm
i bought more SPY and GOOG here FUCK YOU BEAR
GOOG is the true #1 NVDA is fake and gay
GOOG back to 300 tomorrow morning, then Dump!!
Lmao I missed out $75k not selling at Open $GOOG $310 AGAIN PLSSSS PLSSSS 😭😭😭😭
Crazy how it still looks good even after the massive 3 month run-up. Good time to jump in and DCA this next month imo. Long live the new AI king $GOOG
Just tantrum over not getting rate cuts, happens every time. I thought Fed was pretty clear that they hit their inflation target. Does no one actually listen to Powells speeches… Or maybe this is the reckoning but man this happens way too often. Speculative names all got shaken out over the last 30 days, which I think is great. I’ll buy back in GOOG at EOD, maybe half today half tomorrow
I mean as a degenerate I always beat myself up I coulda made 12k instead of 6K but it just didn't feel right today other than my GOOG options everything just seem to be flashing it's your last chance before you see -99.96% which I've seen too many times.
Need GOOG to crash please. Will tank this market its already almost more than half way
1. My cost basis on NVDA is 16$, GOOG is 58, and META is 259. havent sold a share of all three and dont plan on it. I dont think you understand how exponential growth works what you think will be 20 years will be 3-4 years.
i sold some covered calls on goog at 290 a while ago. SO HAPPY TO BE KEEPING GOOG. You cant go wrong owning goog. They literally have 5 companies that are top of their field. Youtube is as good as any META product. GCP is as good as AWS. Gemini is as good as OpenAI. Waymo is as good as TSLA. Enterprise tools are as good as MSFT. AND THEN on top of that SEARCH, CHROME, DEEPMIND, and a tail of moonshots
if you own NVDA, GOOG, META. No need to sell. They make $$$. This is fake crash to get retail out. Institutions saying there is a bubble is code for WE MISSED OUT ON THE RIDE UP AND ARE PISSED.
Oh my god, GOOG is red. Bulls are so fukt.
GOOG has one. I'm not currently following AMD so I'm not sure what they have
I’m sorry Warren about what I said about your GOOG purchase, those guys have all but won the race after all.
Yes I buy the same 3 stocks every 2 weeks, currently holding VT, QQQM, AMZN and then my traditional IRA is VOO and VXUS, if I could add more I’d DCA GOOG into my portfolio as well. I choose Amazon because i feel the stock is still undervalued so I felt more comfortable throwing more money at AMZN than GOOG when I started
GOOG put up one hell of a fight.
GOOG capitulating. It’s over
My portfolio is so irresponsibly GOOG heavy, it was actually green on this day, albeit barely
All I want for christmas is GOOG 300
port up 67% since last week range trading XOM and AAPL, fuck the NVDA and GOOG noise
I hoped NVDA might stop the recent de-risking, but almost every big company that blew away earnings gave back their earnings jump, and more. Beautiful GOOG has been the exception so far, but the action has been very broad-based.
> Notice how GOOG is still up? No.
https://preview.redd.it/qfeln5q56g2g1.png?width=640&format=png&auto=webp&s=6e8e337c4c759867bf713a0d9bfa5c873b516b09 I've got you now! GOOG
GOOG still green Great stock. I highly recommended if you never heard of it
If we take the AI circlejerk economy out of the picture (Nvidia + OpenAI + Anthropic + MSFT + ORCL + GOOG) we literally are in a full-blown recession caused by job losses, layoffs, and sky-high inflation.
NBIS to GOOG ?? Feel GOOG is a safer bet and it won’t randomly shit the bed like NBIS
This market just cant let GOOG have its day
Profit taking and questions about how they will maintain this earnings level after the Gemini 3 release. Notice how GOOG is still up? Having a top of class LLM from a hyper-scaler that doesn't use Nvidia GPUs is a huge hit to the future growth story. Especially with Anthropic/AWS trying to figure out how to use Trainium chips as well.
In a sea of red GOOG is the winner
I have brain damage. Most of my account was locked into positions so I didn’t have any money free til I sold my GOOG calls once it dropped down to 300 (still had a 250% gain so meh) and then I rolled that money into VIX puts. Even though there’s no news won’t that still cause VIX to drop once the market stabilizes today or tomorrow? Or do you anticipate more drops?
TSLA calls into GOOG puts, can my day get any better?
i did. sold my entire GOOG position that i accumulated between 150-180 at the open today.
If you have no idea just buy an index sp500 fund like SPYM and only check on it like once a year and never sell. To answer your question, one simple thing to do is look for the MAG7 stock that has the lowest PE and buy some of that. It's not guaranteed to work, but historically it has done pretty well. Earlier this year it was GOOG, and now it's META after the drop.
GOOG up more than NVDA while the latter crushed earnings. Sure, buddy.
GOOG is no longer a hedge imo. If the AI bubble pops GOOG can easily be down 50%
they refuse to let us have GOOG 300
I suggest we all sell our positions and buy GOOG shares
I have urges to buy GOOG 290p 02/20 Surprised I haven't won a darwin award yet
well i gues i shoud've bought more GOOG instead of NVDA
Same, I'm up more than my W2 wage for this year just by my GOOG holdings
GOOG just slapping a giant shrek dong on the market's table
Google has their hands in everything. If you aren’t long on GOOG you are insane
Bored of options, want to just throw my money into good individual stocks - which ones? I liked GOOG but feel I missed the boat?
GOOG just giving no fucks
Shit, did GOOG just pass MSFT in market cap?
Shit, did GOOG just pass MSFT?
My biggest regret is selling GOOG at the beginning of the week since it's before the dividend date
GOOG and NVDA Weekened-at-Berniesing this market.
GOOG you son of a butch !
My boy GOOG needs to cure cancer, in order to break that damn $307 resistance or what? This should be $315 already
GOOG market cap surpassed MSFT - now the 3rd in S&P
Well I’ll be damn, GOOG just surpassed MSFT in market cap
i have a nice diversified portfolio of NVDA, GOOG and AMD
Berkshire accumulated 380 billion in cash by selling stock for the last 12 quarters. Most of that stock was AAPL up 20% annually and in that 12 quarter period the S&P is up 80%. This week they bought 4 billion of GOOG as it's bouncing off it's all time high. They're market timing doesn't look that good and they're probably not afraid of an AI bubble.
I honestly wish I had just taken my whole portfolio and purchased GOOG shares and leaps.
GOOG just overtook MSFT in market cap AAPL, you’re next
it's not a bubble, it's a reorientation of the global economy. USA as a tech leader is set to benefit, as are it's big tech companies. this will take many more years to play out. yes there will be ups and downs (corrections) but there's a reason NVDA is making $56B per quarter and whose customers are mostly mag7's flush with big cash piles. What you think MSFT, AMZN, META, GOOG, TSLA are going to run out of resources to keep buying Blackwell chips? no no no no no. Old man berkshire would not have bought GOOG if that were about to happen. just like those who said bubble in 1995-1996. good luck.
Sold all my GOOG. Made so much in profit it’s crazy
Why does GOOG love to give back those premarket gains?
Buying NVDA calls yesterday was dumb because if it goes up it lifts the whole damn market and why suffer the IV crush? Ask your doctor about GOOG calls.
GOOG is gonna figure out AGI and then shelve it a month later
I remember when GOOG was the most hated piece of shit earlier this year Deserved tbh
But the bears were selling GOOG when the fundamentals said to buy 🤷♂️
GOOG is on a straight line upwards
am I regarded for selling GOOG to buy META?
- ad revenue growing rapidly and high margin, no 4th largest behind GOOG META AMZN - logistics behemoth that is optimized - tech build out folks don’t realize - convenience, in store, pick up, and delivery that is easy and seamless - grocery drives traffic everywer else in their system - unrelenting drive to keep prices low and sheer size allows them to do that couple bonus ones and there is mor
It was clear NVDA was going to be the winner. Did you not see the capex increases from MSFT, META, AMZN, and GOOG when they reported earnings. The total from those 4 were more than $300B for FY2026. Now, we don't have details, but one can see that a huge chunk of that is going into NVDA's chips.
I can see that happening, but where's most of the revenue coming from right now? All I saw was that capex from MSFT, META, AMZN, and GOOG were going to be around $70B, +$72B, +$100B, and $100B, respectively. That's about $342B minimum from those 4 companies and although not all of it is going to NVDA, you can bet more than half is heading that way. Are those 4 companies getting investments from NVDA so that they can buy NVDA chips? When those big companies stop buying the chips, then that's when things start heading south. Sure, the smaller ones like ORCL, CRWV, OpenAI will receive investments from NVDA, but that's probably 10-20% of NVDA's revenue for now.
My question is shouldn’t TSM actually be the most valuable company in the world. Been asking this for 10+ years. Apple, NVDA, AMD, INTC, QCOM, GOOG, AMZN, META, MSFT don’t all these companies depend on TSM . It’s not like INTC or Samsung can make these chips.
As long as the bubble keeps going, we keep hedging. Subprime took 3 years from materializing to popping, imo we got atleast 1 more good year of semi bull run before it gets questionable. Everyone is cautious atm because we all know it's a bubble, but we're all still investing, just into more safer bets, I.e GOOG. Honestly the release isn't that far off from expectations. And one of the confidence guards was COVID numbers. 14% and how fast during recovery? As far as unemployment goes 4.3% is abnormal and high. But not that much cause for alarm... For now.
"A massive memory crunch While most of us tend to think of GPUs powering AI data centers, they're only part of the server clusters that run apps like OpenAI's (OPAI.PVT) ChatGPT and Google's (GOOG, GOOGL) Gemini. In addition to CPUs and storage, they also need large pools of memory. The problem? There are only a few major memory manufacturers in the world. That includes big-name companies like Samsung, SK Hynix, and Micron (MU). And the incredible demand for data center equipment is driving up prices across the entire industry." https://finance.yahoo.com/news/first-it-was-gpus-and-electricity-now-ai-is-eating-up-the-memory-industry-190921764.html "In an earnings call on Friday, the CEO of Semiconductor Manufacturing International Corp , China’s largest contract chipmaker, said that fears of a memory chip shortage were prompting its customers to hold back orders for other types of chips used in their products. “Everyone is hesitant to place too many orders or ship too much in the first quarter of next year because they don’t know how many mobile phones, cars, or other products [the memory chip industry] can supply,” said Zhao Haijun, SMIC’s co-CEO, according to a Google translation. Analysts say these supply constraint concerns come as chip manufacturers focus on advanced memory chips used in artificial intelligence computing, with less focus on production needed for consumer products. “The AI build-out is absolutely eating up a lot of the available chip supply, and 2026 looks to be far bigger than this year in terms of overall demand,” Dan Nystedt, vice president of research at TriOrient, told CNBC. " https://www.cnbc.com/2025/11/17/ai-fuels-memory-chip-shortage-that-could-hit-phones-and-cars.html "Major PC brands, system integrators, and memory makers are now panic-buying memory chips and modules as the DRAM and NAND chip shortage is taking hold. According to DigiTimes, numerous companies are in a race to build up their stocks as data centers are swallowing up supply, leaving the consumer industry scrambling to get memory modules. Asus said that its memory inventory for production and those that are already in finished products sit at two months, which should be enough for the remainder of 2025. However, unless the situation changes, the company will start feeling the pinch of the shortage by 2026, requiring it to adjust its prices accordingly." https://www.tomshardware.com/pc-components/dram/asus-msi-other-manufacturers-panic-buying-ram-stocks-while-major-memory-chipmakers-rake-in-profits-massive-demand-for-hbm-and-rdimm-for-data-centers-driving-shortage "SanDisk has reportedly raised its NAND flash contract prices by a staggering 50% for November, according to DigiTimes Asia. This move underscores a rapidly tightening memory market, driven by both unrelenting demand from AI data centers as well as tightly constrained wafer supply." https://www.tomshardware.com/pc-components/storage/sandisk-reportedly-jacks-up-flash-prices-by-50-percent-as-memory-makers-cash-in-on-ai-fueled-demand
Shoulda used Gemini and also bought GOOG
NVDA will buy GOOG you heard it here first
Why doesn’t spy fullport GOOG is it regarded?
> yes but selected companies e.g, GOOG Anyone else besides Google? So why not go all in on Google now? Or do you plan to time the market?
1. more like 1997 or 1998 2. yes but selected companies e.g, GOOG 3. no 4. could be either 5. daily
Anyone waiting for $GOOGL $GOOG new announcement? Looks like a world model and nano banana 2.0
MSFT is the long term stable relationship we all need in our portfolios. Best AI play though...I expect GOOG to see a bigger P/E lift on near term AI but no one plays the long game as well as MSFT.
what's crazy about NVDA is their net margin. Almost twice the GOOG one. They make as much profit with half the revenue. You'd think it should be the opposite as they are selling hardware...
Chips are only a part of it. The ability to scale also depends on the software/ecosystem and CUDA is superior and the current industry leader. Only GOOG and AMZN will be able to compete with their own ASICs because they own the entire tech stack so they can do the backend stuff for a customer and just sell them the compute directly.
Gonna full port GOOG in the morning
Nonsense. We all know GOOG is the best REAL A.I. play