GOOG

n0m0rem0ney

can GOOG do 8% in a week?

Wide-Pianist-8026

why GOOG go down

Chokeslam2Hell

Where tf is GOOG going

molestriosofficial

These people trade on emotion. I was getting killed 2 years ago for buying GOOG after people thought search was dead lol

Fhyzikz

I have a cash secured put for JPM I sold yesterday and may sell a GOOG one at open if it dives more

Independent-List-242

The flow in GOOG is quite bearish. Might be to restest 380… or probably fill the gap down in 350 :)-

hftrobo9285

GOOG being a total regard

zin3d

So why exactly is GOOG down?

trsx5

What the fuck is this selling in GOOG

Neader

Holding GOOG calls and a MSFT put shoot me in the face please

Potential_Swimmer580

It’s just another form of risk dilution and diversification, especially when this is in the context of hyper scalers and high volatility. If you only have a single thesis and can’t find any other stock to grow your position in that’s on you lol. I’ll keep expanding my NVDA and GOOG in the meantime 🤷‍♂️

iliveasimplelife

can MSFT become GOOG now and go up 100% in 3 months 🥹

stuntondeezh0es

Something like 60% of GOOG’s last earnings were unrealized anthropic gains. Who decides how much anthropic is worth? I’d put that one in the bubble list

LongNVDA

Whole house of cards built on top of mag7 capex and trump truth posts. Been full port GOOG since last year April dump and still feel bad about like 140% profit lol seeing those space, drone, semi ramp up. At least it’s a nice show to observe lol

Astronaut100

GOOG especially is focusing on delivering AI at scale in a cost efficient way. Their custom chip game is top notch for achieving that goal. MSFT gives a clueless impression even though they had the first mover advantage for two straight years. They are hopelessly dependent on OpenAI and NVDA. META is the worst placed. Zuck is obsessed with all new tech trends without any semblance of a plan on the ROI.

Emotional-Breath-838

They also have huge shares in SpaceX, I believe. I think of GOOG more like an ETF than a single ticker now.

acrossseasons

The tech stocks you own aren’t very high beta so tbh I don’t really think moving on from them matters much other than maybe NVDA if you’re worried about the AI buildout crashing. META/AMZN/GOOG Capex is what’s holding up the market, but also holding their own stocks down. If MAG stocks lower capex the AI market would tank but I wouldn’t be surprised if the MAG stocks rocketed after the initial dip. Remember when META tanked due to metaverse capex? What happened as soon as they cut their capex? 🚀🚀 A huge part of SPY is AI buildout stocks and those are going to tank much more than your MAG stocks when capex cuts start, so I wouldn’t be surprised if SPY has almost just as much downside. I’m sure I’ll get downvoted to hell but with 20% of your portfolio in those stocks I don’t think it’s much of an issue. If you’re really worried I would sell the NVDA and half of the others.

annoyed_meows

Someone else said it, the S&P is heavily weighted into tech. But when tech drills like last fall and the beginning of this year the S&P stays buoyed much more. I'm 48. But what I've started doing is when I profit take I put the profits into things like SCHD and BRK.B. People are down on them because they aren't exploding like everything else but when tech drills they usually stay up pretty well or actually go up. Great hedge. BRK.B hasn't moved since warren left, then are down off the may 2025 high of 540. But once that cash pile and buy backs start in earnest it's going to do very well. I keep stacking. I think your idea to trim a bit is a good once, but there's some companies worth keeping money in. GOOG looks like it will be one of the AI stars. I have a big position in that and I'm not letting that go. AMZN too. One of my forever holds. I sold off my MSFT. Personal choice there, but I ran it since 2015. I have some growth/risk stuff I'm willing to let run for many more years, I'm just starting to build into the value categories. Seems like you're doing that now. Makes sense. Something I'd recommend is to start asking AI about this. Tell it what you have. What life you'll live. It can help you start to brainstorm and plan. I do it with gemini, claude, grok. Very useful convos for me to think outside the box and start planning. GL!

Upstairs_Whole_580

Yeah, they can. It's largely corporate spending. NVDA, MSFT, AMZN, AVGO, META, GOOG(L). It's NOT discretionary spending.

Spear_n_Magic_Helmet

jacked to the tits on GOOG calls ✅ refuse to pay for YT premium ✅

Specialist-Neat4254

Everything I bought last year, sold at near break even is skyrocketing GOOG, NVDA, PLTR, DELL, looking at you. Even was in MSTR by accident because I thought it was monster energy.

Shapen361

If you have Bloomberg or any kind of fintech, chart a company's stock price against its revenue and earnings. See if they track. For example, I did this against Nvidia and Intel, Nvidia's numbers appear strongly correlated whereas Intel's stock price sharply diverges as of late (and from 1 year forecasts). Additionally, examine whether the company is highly leverage and has significant, persistent negative free cash flow (ie. Oracle). If you can find a company whose stock price makes sense relative to earnings and is not screwed if the AI story weakens, those are the keepers. MSFT, GOOG, AMZN, NVDA, and META should meet this criteria, while companies like INTC, CRWV, and ORCL won't (haven't looked at MU).

Alicyclobacillus

GOOG is my bet I suspect most of the other AI stocks are gonna dump -80% in the next few years Just like the internet, a few big winners and lots of collosal losers

Cloud2987

I’m the opposite, I went from individual stocks to mainly ETFs. I currently have VTI, QQQM (ETFs) AMZN, META, GOOG (MEGA CAP), and TSLA and RKLB (Speculative). I didn’t do that well chasing individual stocks, so I still closer to sure things.

No_Team_6326

I don't trade, but I have long term holds in pretty much the stuff that's up these days (MU, ASTS, NBIS, RKLB, AMD, etc) plus even longer holds in MSFT and GOOG which are up like 1000s of %. It's been a lucky few years.

KarenBoof

MSFT is a large part of my portfolio.about 5 years ago I bought an equal amount of MSFT and GOOG to make up half of my portfolio thinking one will dominate AI, but had no idea which one. MSFT with their investment in OpenAI dominated for a short while GOOG plummeted. Everyone thought Google search was dead due to AI. Then GOOG showed they can actually capitalize on their investments and the tides changed fast. The people who move markets aren’t software engineers that use these products day in and day out. I am. It gives me a unique insight into where these techs are going, seeing the bottlenecks, where the demand will be, etc. As much as I hate some of MSFT’s business practices (looking at you copilot), they have a very strong moat with enterprise. To leave MSFT for a very large company requires too much investment and is not worth it. They do offer great business productivity tools too. The key difference between MSFT and GOOG or even AAPL for a better example, is that the average investor and look at GOOG and AAPL and see their value. The same can’t be said for MSFT. The average investor isn’t using Azure or .NET and seeing the products they have been rolling out or the moat they have. They look at shitty ass Windows and copilot and think, geez this sucks. They don’t see where the bread and butter lie. It’s the investor that’s lagging behind not MSFT

Oil_Shock_2026

I did a deep dive on this with Gemini. Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC) This takes market share away from Nvidia training and inference chips. On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side. So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META. Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.

telolahyns

This. It was literally my buy signal, loaded a bunch of GOOG, one of the best decisions I had. 

fack-the-suits

50% of that cloud commitment is OpenAI Monopoly money. If OpenAI goes bust they not only lose that money, but lose massive growth lead to AMZN and GOOG, because they reserved half of their capacity for nothing. Windows is only ~10% of their revenue, Office Suite is ~25%. Like 30-35% of their revenue is tied to Windows & Office Suite. Azure is growing so fast rn because they have every F500 and their mother slinging copilot licenses like candy. Copilot price is going up 9x in June… and companies are already dialing back and limiting usage. Not to mention their AI tooling is dogshit compared to AMZN and GOOG. Hyperscaler will probably always go up, but if cloud providing becomes your only meaningful revenue segment, you’re gonna lose to the hyperscalers that have more revenue segments.

n0m0rem0ney

by does GOOG -5% my portfolio?

toydan

seeing a metric shit ton of collabs and contracts w $GOOG and $AMZN coming across the wires of late on ai/cloud $MSFT not so much

polychris

It was like this for GOOG back in the first 4 months or so of 2025. Accumulation phase. Have patience

fack-the-suits

Google actually had a case though (was a GOOG bull at 150-160), what is MSFT case? It’s just too hard to switch? Their products are bottom tier across the board, and their customers all hate them. With AI it’s not even that hard to switch, and people that use the Office Suite as their daily work will soon be replaced or greatly reduced by AI…

Mirash2000

So you're saying GOOG Leaps is the move (⁠ ⁠´⁠◡⁠‿⁠ゝ⁠◡⁠`⁠)

Random_Name_Whoa

I sold a bunch of GOOG leaps last fall for a quick $20k payday. Would’ve been easily $300k today. Win some and lose some; odds are I wouldn’t have held this long even though that was my original intention (hence LEAPS)

LilRobloz

I sold a lot of good stocks like GOOG at 200, BKSY at 20, ONDS at 2, AMD at 120, GEV at 550, ASTS at 25, RDW at 10, etc. and sold a lot of stocks that went to shit like AIIO, ARBE, EOSE and others at high pices, you can win them all and it's better to just try and forget about them

DistributionBroad173

Sold all my CRWV for a profit, that google announcement scared me out. I put the revenue to work in other things. I still own my GOOG and GOOGL. I do not plan on ever selling. I bought GOOG on the IPO in 2004, at $90 a share. Sold 1/2 for profit and to make the other half all paid for,

not_a_cumguzzler

No no, it doesn't work unless I do. I'm the main character. And I haven't gone long yet. So the market will keep rallying. (I have SQQQ, and sold calls on GOOG that I can't unwind)

heyThereYou3

GOOG owns some of it, buy GOOG. 

DePoots

I used both leveraged shares (margin), and options. Options were always the furthest possible strike. I just got a very lucky streak, QUBT, GOOG, and now NOK, so shares at a 2.5-3x leverage, were enough to do most of the work. Also I don’t day trade. I just invest heavily into a company I believe in, and once I lose confidence and see a better opportunity, I move my position there. Usually have very long “trade” times

x86rip

Yeah GOOG FTW, they even dont have to be number one in this AI race to profit from it.

aardvark92

If GOOG has that much upside, it's worth buying now and not waiting for a dip.

Alicyclobacillus

GOOG is my biggest holding, 100% agree They also have Berkshire Hathaway investing in them GOOG is the clear winner of the AI race. I wouldn't touch their competitors, expecting them all to dump into oblivion over the next couple of years.

NOT1506

Beginning of 2022, I was getting divorced. Sold all my ETFs and piled into GOOG hoping to hedge the Ukraine war, while paying off both lawyers and my half of the marital assets. Wrong thesis since GOOG beat the market on the downside from Jan to Sep 22. Had to sell most of my GOOG shares. Went from $100k down to $20k at the lowest. Never bought back into GOOGLE since. Good times.

manoman42

MFST needs a ceo change, their copilot expansion with subpar AI performance while being left in the dust by their invested companies (oai) and Anthropic /GOOG AI, MSFT is at risk. They can turn it around but need to act fast or else they’ll become an infra company only, and lose out their SaaS

Comprehensive-Eye500

When you say trim back for GOOG for example, what do you with the “trimmings”?

jvaritek33c

I have rules surrounding concentration. My largest position is Google. If it grows to be 40% of my Roth IRA, I sell enough so that it drops down to 30%. Additionally, if my GOOG position becomes 25% of our entire household'S net worth, I trim back to 20% My other large position is BRK.B but I view that holding as analogous to cash.

mabellacys

well done bro! didn't know others were trading OSUR with me out here! I caught it over on the ThetaPal website on the IV leaderboard. made a small $5k on it. thetapal iv leaderboard has been hitting left and right. caught GOOG and MU as well recently. I swear, I have been doing it wrong this whole time.

lindcookie

The last few years have literally been free money tho? All the shit that was peddled here has gone ballistic, ASTS, RKLB, NVDA, POET, MU, GOOG did 120% in a year... fucking SPY is up 27% in a year..... if you're not making money you're either shorting shit with the knowledge stocks only go up or you're actually retarded

TurboChargedRoomba

Anything in logistics, transportation, healthcare. Many of the companies are bought by larger corps so you can get exposure. Waymo through GOOG, Universal Robotics through TER, Amazon Robotics through AMZN (though they’ll never try to spin out to offer their solutions to other companies). The play could very much be on the companies that nail computer vision or sensing.

Moepenmoes

So we have 2 of the world's largest and most advanced software companies, MSFT and GOOG, and NEITHER of them have managed to implement dark mode yet in Office web or Google Docs. Fucking how?

hoopaholik91

I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.

ParticularWarthog319

If GOOG and NVDA turned it around this would be a beautiful day.

aka_crashoverride

That rotation into GOOG and AMZN was a good ass juke.

Grabm_by_the_poos

GOOG finally pumping again!

n0m0rem0ney

GOOG please i’m begging you. 400

The_Albertino

Typed “IREN financials” into GOOG and it gave me the Q3 earnings for 2026….Puts on AI lmao

Etherius

What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)

cgonz15

I have NVDA AND GOOG Dec 2028 leaps, at this rate, I will be profitable around mid 2028 if even that

mneymaker

Although I am extremely bullish on $NBIS in general, I am eyeing $CRWV after some market cooling down for OpenAI and Anthropic IPO's sympathy runs along with GOOG.

ghostjjl

And I own 88 shares of GOOG. Coincidence? Yes. Hotel? Trivago. Calls it is!

bartturner

Depends on what you are going to buy. It would be a no brainer to sell META and buy GOOG/GOOGL.

Objective_Delay_1525

I have been in the market for a while and have finally figured out the 3 secret rules to investing in this market. 1) If you are unsure whether to buy the dip on a stock, head over to r/ValueInvesting. If they say to buy then it will continue to dump/be flat for 10+ years. MSFT, CSU, NVO are some notable plays. Note that GOOG is an exception because everyone was saying to buy. 2) Inverse WSB works. But ONLY for short term trades. For long term trades the regards are always right in the end. 3) The market is no longer trading on fundamentals. Regarded ideas are the best. However, remember to check rules 1-2 first. My next play - SpaceX IPO. Reddit says it is a scam. Following rules 1 and then 2. This means it will pump then dump. Short term calls on IPO then long term puts. This IS financial advice.

Thy_Gap_Slayer

I had predicted this when GOOG was at 300… you are simply living what I had forethought.

Comfortable-Sky7801

No joke but if I had to pick one stock to own my whole life, it would definitely be GOOG

Evening_Control6034

Those never end happy. You either regret selling too soon or waiting too long. Lot of people regret selling Nvidia at $ 180 (4 T or something) and now its 5.5 T. A year from now folks might regret not selling it at 220!! I do nibble in these tickers with small amount for pocket money. They are not investments for me. Also these big earnings swings are such a mindf\*ck. Imagine all your savings losing 20% in a couple of days or your investment underperforming S&P by big margin (GOOG last year, MSFT this year) You need a lot of conviction and future sight. I have neither :D

spicykimchi_inmybutt

sold my GOOG today to go all into ASTS, but would’ve gone into MU too if i knew the face ripping gains would continue 😞

notarealredditor69

Think about how much money you would have right now if you had bought GOOG before they were profitable.

le_pedal

My 12 month plays are MSFT GOOG NVDA so whatever

Prudent-Corgi3793

That “someone guy” is right. I love MU. It’s grown into my second biggest position (after GOOG, tied with NVDA), but you also have to know what you’re getting into. MU has had multiple brutal drawdowns, including >95% during the great financial crisis. SK Hynix has had a parabolic rise, but only recently broke its all time high from the dotcom bubble (shortly after it started trading as Hyundai Electronics). Why? Because it lost \*\*>99.5%\*\* of its value through 2003. And keep in mind these are the few survivors of the RAM consolidation. Are things different now? Let’s hope so.

onerandomcomputerguy

Any room for GOOG in there 🥺

Fhyzikz

Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it

duiwithaavgwenag

You call MSFT trash because SP is flat over two years (doesn’t factor in dividends btw) but then say you should wait for a pullback to get into GOOG or AMZN. I hope you see the hypocrisy here.

spicykimchi_inmybutt

Unfortunately i was bag holding GOOG

akunisg

we must imagine a world where MU/SNDK make money but MSFT/META/AMZN/GOOG don't

GMVexst

GOOG is my savings account, so I guess yes

pembaThePanda

I need to stop too. Made a couple grand last week between GOOG and PLTR, but lost 14k in MRVL

cgonz15

GOOG rising from the ashes W

Successful-Tea-5733

1. Yeah I know almost nothing about them other than everytime I hear their name it is in a negative manner, I know that they have restricted capital access. That said, you can't sell high unless you buy low so if someone knows a good reason to buy, I'll listen 2. Yes GOOG and AMZN are two that are extremely diverse and have thought about that. 3. Not at all familiar with this. PIT? Can you tell me more?

Emotional-Breath-838

Two things… 1. Please don’t invest in Blue Owl. I’m so unimpressed with them. 2. There are stocks like GOOG that will provide you with an almost ETF sort of diversification on their own. 3. (Bonus) Do you have to be in equities exclusively? There are managed commodity ETFs like PIT that will ensure you have lower beta and exposure to gold, oil, livestock, etc.

Complex-Video-2202

Nasdaq in two years: MU, NVDA, SpaceEx, GOOG and Ross dress for less

socrates4eva

AMD reached 500, GOOG get your ass to 400 slacker.

Status-Net2947

Thinking about relocating more AMD money into MSFT META GOOG and AMZN

cgonz15

Mag7 mostly red except for GOOG, TSLA and AAPL. But none of those reach 1% green lmao so how are you evergreen

Jagged_Tide

GOOG trying so hard just to form a head and shoulders

InitialPsychology731

This reminds me of AMD and GOOG last year. Calls.

big-baller-47

GOOG to the moon

hoopaholik91

So we are just gonna have semis go up trillions of dollars while the companies that actually need to use and pay for them (MSFT and Meta) languish because they aren't recognizing any improvement on their bottom lines. AMZN and GOOG have gone up, sure, but mostly on their hardware hype, not anything to improve their existing businesses. So why are we expecting them to pay these outrageous sums for the next decade?

cgonz15

How tf are both GOOG and NVDA shitting the bed rn during this holy pumperino

Lihuman

I got 6 ads for a 23 minute ling YouTube video. Puts on GOOG

No-Improvement3164

Great Rally in history and GOOG and Apple are the only participants from FAANG

circadiggmigration

Yes, but GOOG still has room to run.

cgonz15

GOOG $400 wen

Neader

GOOG seriously pissing me off rn

Neader

GOOG da fuck are you doing get back up there

gutster_95

I buy GOOG when I see this

MtGloomy0420

So then you are implying, based on your previous commentary and then “No.” you are an institutional trader. If that’s really the case, do you often bet against $BRK 13F-HR filings? https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/xslForm13F\_X02/53405.xml Okay, let’s assume you do have that much shortsightedness…then do you actually understand anything about hyperscalers, building services in the cloud, Moore’s Law and the actual age of all of $GOOG current infrastructure?

Neader

GOOG can you just go up like a little itty bitty more

TheBreadMan10

Idk I don’t want to get comfortable. GOOG does dookie when everything else does well. This is fishy

Severe-Selection-256

Whoaa breaking Google starting subscription service for youtube similar to Netflix for access. GOOG to the mooooooooooon