GOOG

Crazy_Donkies

It will. Sooner than you want when GOOG confirms a partnership, and CPO becomes a bottleneck.

Top_Cranberry_3254

MVP's of the week SK Hynix, NVDA, AVGO, GOOG. Let's hope they dip again for more rips

Altair82

GOOG's fault

Crazy_Donkies

Then sell GOOG, stripe, databricks, SNDK. BTW SNDK is up 3x since they issued stockn Dilution does negativity impact EPS. Hense the dumps. But is of little concern to me if the overall thesis of the business is unchanged. E.g.are they wildly pivoting or doubling down on a proven metric.

alanwazoo

GOOG would've been worth $2.4M - almost double APPL. But yeah, I wasn't paying attention. I used to walk by the Google office in 1997 and wondered what the heck those guys were doing in there.

VolcanicCupid69

Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck

MountainTimeInvestor

I think AI makes it easier to target an audience with specific ads and makes it easier to create different ad formats. META and GOOGL can continue to grow, but RDDT and APP have opportunities to take share of a growing pie if they can prove a higher or at least comparable ROAS at a potentially lower or comparable CPM than GOOG or META. I think the Reddit audience keeps growing, and there are many Reddit users (myself included) that spend a majority of social media time here vs other platforms. That's a new audience for advertisers to get in front of, and my purchase intent is high when I'm searching what Reddit thinks about a product, service, or restaurant I'm looking into. I think the market is focused on the risks (which there are many), and undervaluing the opportunity (including the emerging search business) for RDDT ads. APP provides access to an audience playing these addicting mobile games. Another new audience that spends more time playing mobile games than other media forms. They often have to watch the full-ad, and have put a lot of effort into building Axon so it delivers ROAS outcomes to customers (APP doesn't charge by CPM, their pricing model is based on expected ROAS). APP needs to prove Axon leads to conversions (i.e. sales) for advertisers now that it moved beyond beta testing.

MattieShoes

Making more money. But that feels like a cheat to call it an "investing habit". Keeping a shadow portfolio. I track every purchase and sale, but I also make a fictional purchase or sale of a boring index fund like VOO because that's my opportunity cost. (Well, I do it for everything that's not already a boring index fund.) So I bought AMZN in 2020 and it's gone up since then, but less than VOO. So despite being positive, I can tell you I've lost about $5,000 with that trade so far. But that small GOOG purchase back in 2017 has made about $13k more than I'd have gotten with VOO. And I can see in the last two months, GOOG has underperformed, but I can also see that it's mostly giving back overperformance from the three months before that. And I can see that all my "picks" have cost me about a grand in the last month, but made me about 30 grand in the last year. It also makes selling more obvious. Like that stock I bought that's down 5% doesn't seem like such a drag, but that stock is actually down 43% relative to VOO... Yeah, if I see something I want to buy, I know what I'm selling to buy it.

cgonz15

Thank you GOOG for waking up today 🙏

Perfect_Painter_7863

GOOG is going to make me rich

Spac55

$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today

Thin_Cat8817

GOOG gains are stored in the balls

Pure_Veterinarian374

$400k NVDA $210k GOOG $100k AMZN $95k AMZN $12k MSFT 410c 8/21

verified-trader

**BanBet Lost** — /u/abramoam1 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $353.65 → $360.00 | +1.8% | 1d | Lost |

PuzzledBridge

GOOG 🥺

MikeCheck_CE

It depends on what you're looking for: METAs product quality has considerably diminished, they're users are aging and consuming social media less... The next generation are not using META platforms much. They are overrun with bots which are inflating the numbers. Consumer demand is weakening, they don't seem to have an enterprise engine like MSFT, GOOG, they don't seem to have as many growth engines as AMZN.... If you're investing for short term, the generate a lot of money on advertising today, they certainly have some appeal. Particularly a couple weeks ago at $550, that upside is a lot smaller now. Does their pivot into more data centers make them more appealing? Yea... Does it make them more appealing than their peers? Maybe, maybe not... What does META look like on 5-10 years, that is the gamble.

spicykimchi_inmybutt

all stocks holding its breath while GOOG goes up

Spac55

SEC should look at Algo funds, how they use option gambling to damage big company stocks. Like $IBM $MSFT $META $MU $NVDA $AMZN $GOOG etc Look how Option gambling scam funds move $IBM stock, like leverage ETF. Too many bankers use Options Algo to scam companies.

sunsetmenu

the one day that GOOG doesn't completely shit the bed on open

ecstaticindian

GOOG is a hyperscaler and key in semi capex

Thin_Cat8817

if GOOG doesnt hit 390 by 8/21, im taking one of yalls cheeks, so start pumping that shit now

Thin_Cat8817

oh for fucks sake, apparently GOOG has now caught the MSFT "inverse the market" virus my calls are cooked

Thin_Cat8817

GOOG with the limpest dick performance, just fuckin send it back to 340

maui-shark-fighter

These companies are still in buildout phase and haven't gotten all their datacenters contracted yet. Go look at APLD when they got CRWV and WULF when they got GOOG contracts. The stock 2-3x that day. I got APLD at 6$ before contracts hit. Sold APLD at 50$ and now I am in HIVE and KEEL as they have not signed their first tenants yet.

Stop_The_Rain

What's going in with GOOG? Strange price action yesterday, dump into close and down today?

Thin_Cat8817

GOOG this is your last chance to pump before I have to step in and do something about it

plumpypenguin

imagine if MSFT or GOOG pulled an IBM

cgonz15

GOOG trying to take MSFT throne as the worst stock of sl time ffs

abramoam1

Glad I sold GOOG my god

Spac55

$ORCL also can rent datacenter to Anthropic and $GOOG soon, to diversify from OpenAI, not bad idea, all doing same , recently $META did

desilent

so why is GOOG/GOOGL dropping like a stone a week before earnings? so fucking weird

donniedarko1010

Short GOOG both days though

donniedarko1010

GOOG dying on semis + not software day and on software + not semis day. Make it make sense.

Jerikolol

nah it was GOOG when they diluted for 80b

TheEtobicokeShitter

$1000 in NVDA, $1000 in MU, $1000 in MSFT, $1000 in IBM, $1000 in META, $1000 in GOOG, $1000 in BTC - high risk high reward. Investing in a single stock is stupid.

Spac55

$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.

No_Presentation9490

You should have done this last month, you probably need to read the room a little better. AMZN, GOOG, MSFT are not semiconductor exposure Semiconductors are cyclical, you trim them on the way up, not the way down Dividend stocks and defensives will not save you in a correction/meltdown, neither will the Mag 7. A company surviving does not mean their stock price will If you move to cash, you need to become highly educated on market technicals and indicators to time your reentry with a decent probability of being right. Not everybody can do this. If you can't, S&P500 and just let yourself lose money and accept it, still better than owning single company stocks.

ManonFire1224

You are spot on with the correlation nonsense. It’s fundamentally illogical that just because memory prices go up, names like MSFT, META, and GOOG should go down. Or the inverse. The fundamentals for these companies haven’t changed and in many cases have gotten stronger. My theory is that algorithmic trading has gotten out of hand

cultoftheclave

GOOG has an entire functional copy of RDDT inside itself, as revealed by the ability to Gemini any reddit handle and get a full summary of the accounts comment and post activity even when history is set to hidden. GOOG is like the Majin Buu of tech companies, except instead of absorbing all of the other companies powers by force, they voluntarily donate them to it

Thin_Cat8817

brutal GOOG dump after holding up well most of the day. lot of games being played

cgonz15

Cheap GOOG calls for earnings cmom les go

Standard_Tea8250

loading up on MU MRVL GOOG MSFT and SGOV

TJayClark

OP asked “which would you buy”… I said which one I bought But for fun, I’ll answer a few of your other questions Who I am - doesn’t matter What’s my experience - been investing since 2009 What’s my knowledge - also doesn’t matter… I fix surgical robots for work What’s my portfolio look like - literally… why does any of this matter… I own CLOV, RKLB, QQQ, VTI, TSLA, and GOOG How many years have I been investing - 17 years… also why does this matter? What’s my salary - $75,000 base with OT… also why tf does this matter?

cgonz15

Will GOOG geniuenly see a green day ever again? Cast your votes 👇🏽

Thin_Cat8817

GOOG chart today looks like an EKG

Goatfacedwanderer

Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.

Stop_The_Rain

Somebody needs GOOG at 355.5 today!

TimelyBodybuilder121

Seems like money is going from chips back into > big tech. AMZN showing the same pattern, same with GOOG, but that one hasn't really confirmed. META already had a recovery pump, idk why.

Stop_The_Rain

GOOG price action looks really odd today...

Thin_Cat8817

lets fuckin go GOOG, go green

Thin_Cat8817

hold a heavy bag on this 8/21 GOOG call, hold through earnings or sell before?

Stop_The_Rain

GOOG trying hard to get up but being sold back quickly!

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $370.00 (above) | $352.27 | +5.0% | Jul 18, 3:46 PM |

Anzel731

!banbet GOOG 370 5D

verified-trader

**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $360.00 (above) | $353.65 | +1.8% | 23h 60m |

abramoam1

!banbet GOOG 360 1D

MikeCheck_CE

AI demand will grow overall. Money is going to funnel to those who manage to turn a profit from it first. The days of everything in the index climbing is getting pretty weak. You've gotta pick the winners now. Semis (GPUs, CPUs and ASICs) as well as memory are cyclicals. They will run hot for a while and then crash. Buy them as small satellites and have clear rules for trimming/exiting them and harvesting them short term. The tricky part is that AI spending doesn't have to stop growing for them to crash, it just has to grow slower. It will come, the question is when and how much risk you're willing to take in the meantime. AMZN, MSFT, GOOG, META... These guys are funding the hyperscaling for a reason, they're gonna make it work long term. Buy and hold them long term.

abramoam1

I love losing money on GOOG calls AMA

Stop_The_Rain

GOOG is being a real dog recently!

Brief-Ad-1629

Wtf is wrong with GOOG, pump ts

Beerplz94

probably GOOG calls at 370-380 strike price expiring in 2-3 weeks hoping their earnings boost it

Rexultdis

Anyone else think that a person saying “my” before mentioning a stock they hold, as in….”My GOOG is falling so hard today,” makes them sound like an old lady talking about her cats or medications.

Regenbooggeit

I feel like GOOG is frontrunning the AI race because they have the cash & data to back it up. NVDA & memory is dirt cheap and I’m invested with quite a lot but not sure where the latter is going to go with the big moves up & down. NVDA is the easiest buy long term.

Regenbooggeit

Yeah MAG7 is basically trading at the same levels as 6 months ago but their P/E is so much lower because the cash keeps flowing in. GOOG, NVDA and others are such easy buys if you can afford leaps or just a shitton of shares.

Beerplz94

debating between getting calls for either GOOG expiring end of the month or calls for DRAM, thoughts ?

bearhunter429

#Tomorrow's forecast: SPY flat or slightly green. MSFT, GOOG, AMZN blood red. LMAO🤌

Boraximus

Events since the memory peak: MU posted the best earnings in corporate history GOOG & AMZN raised capital for further capex META signaled they're aiming to double capex by next year. TSLA and META developing their own chips with Samsung

Dabbler_much

Really depends on context. MSFT wont 10x, neither would it collapse. In an average to good scenario, your 10k would probably compound slightly above S&P average due to getting in at an undervalued price. My PT for MSFT is 485-550 in 1 year, so its a good risk/reward right now at 385. So if you're looking for a 10x bet, MSFT isnt it. On the other hand, if you're looking for good entries into a solid Mag7 compounder - MSFT, GOOG both are good candidates. META also was until about 2 weeks back - prior to the 10%+ run.

MrSirBeard

Already made my AMAT money, took profits and saw the writing in the wall. Now it's MSFT GOOG and NOW

Loltoor

I also like GOOG over AMZN, but I think Amazon will be a massive beneficiary of the robotics era for one.

FOMO_Gains

Alot of people betting META will follow GOOG and AMZN pattern on raising capital for Capex spending. Therefore, it's already priced in, your puts will expire worthless. Watch META announce that they are slightly reducing AI Capex spending and the stock starts popping off.

spicykimchi_inmybutt

GOOG and AMZN already raised additional capital for further capex. I'm wondering if MSFT and META are going to announce one before earnings too

smcvay2024

Buying more GOOG and MSFT.

WorkingGuy99percent

What are you talking about!? Again, I am not making some post and saying that GOOG is dead, you are. You think I am trading off your stupid post? Why would I do a DD on a story you are claiming, you twit!? Stop telling me to do my research...I do when I am making a trade, but I am not. You are the one with the stupid post and ridiculous claims with things you just said that could obviously be made up. You need to CITE YOUR SOURCES, DIPPY, when making such claims. And wow, good DD....you use Google for that?

WorkingGuy99percent

I didn't write your post calling for a GOOG collapse, you did. What DD was I supposed to do, you cuck? Cite your sources, otherwise it is just words like mine were.

onerandomcomputerguy

Calls on GOOG was always the call

Brave-Side-8945

It’s the cheapest mag7 currently. Historically this was a good entry. See GOOG in 2024 and META in 2022.

Odd-Block-2998

Sounds legit until you mentioned Grok. Buying more GOOG $400C on Monday.

Wonderful-Savings768

Google has more data. Gmail, search, youtube, etc. That's the true gold to train new models, not necessarily compute power, which Google has plenty of and is actually renting out to Anthropic. OP is a regard (unless this is 4D-chess and OP wants us to pump GOOG just to prove how regarded he is).

EpicDOgeMC

Even if I'd paid double I'd still have 5x'd" is only true because GOOG got lucky. Entry price only rescues you when the business works out. Overpay 2x for Intel in 2015 and no holding period saves you. There's no entry price that fixes a wrong thesis about the business, and the business is the part you can't know in advance. So the demonstration is still running on a stock you already know won. So my general point - the prices of these companies are being set (bought up or sold down) by the AM/HF firms on wall street. The only way to outperform without luck is being smarter about the price - which means you have to be smarter then the top analysts and systems at these firms. You arent betting on good companies, you are betting that these analysts are wrong at the price/multiple they have set the company at, and the odds that you can think of something that they havent is very very low.

Etherius

You’re not wrong but that is then dominated by entry price decision My split adjusted cost basic for GOOG is $35. If I paid twice as much,my investment would have gone 5x instead of 10. In both cases it’s a market beat over ten years But over 2-3 years it wouldn’t have been

EpicDOgeMC

You're conflating two claims. "Google will keep dominating" ≠ "GOOG will beat the index." The second requires the market to have *underpriced* the first. Outperformance doesn't come from a company being good, it comes from it being better than the price already assumes. If the dominance is obvious to you, it's obvious to every analyst alive and it's in the multiple. Will GOOG still exits and make lots of money? Of course. Is it worth more then analysts who also believe that are pricing it? Thats an entirely different question. And your being influenced by hindsight bias a lot. Cisco and GE looked as unstoppable in 2000 as meta and google look today. You invested in those back then, you would be screwed.

option-trader

I don't think any other IPO in US history has given a company a market cap above $1T. IPOs usually go up because you can buy in early enough that you can make money with the company such as GOOG ($23B market cap at IPO) and META ($104B market cap at IPO). SPCX coming in at $1.7T market cap at IPO is just insane given its current revenue projections.

Burgerburgerfred

> Any moron could have looked 5 years ago and said “wow Google makes a lot of money. I am going to buy Google stock” > > > I’m referring to the ten year period . Not five > And in 5 years you would have more than doubled the performance of the S&P500 on just vibes You weren't in the post that I originally responded to but if that is what you meant so be it. That has been the premise of my responses because based on that original idea of Google 5 years ago based on your original comment a company like Microsoft dramatically under performed. My point mostly still stands. Even among mega caps in 5-10 year windows there is the potential to massively over or underperform. I personally just took a hodge podge of the biggest companies (MSFT AMZN AAPL GOOG AMD NVDA among some other individual stock picks I like and balanced it with the index funds. So I have diversity among my individual large cap picks as well as a safe fallback with a healthy investment in index funds. Obviously keep doing what works for you. No part of this is me trying to convince you that you personally are doing anything incorrectly, I just think your line of thinking isn't going to be the best way to approach things for *most* people who invest.

No_Current3675

Jerry Yahoo coulda bought GOOG but he done fucked up.

Such_Coin

Make money on MU, lose money on AMZN and GOOG

hftrobo9285

GOOG is ded

Agreeable_Bear6812

I'm not assuming hostility, I'm pushing back on your assumption that all individual stocks are akin to gambling. I am not concerned about a tech crash, because my basis for GOOG is $18 per share, $68 for AVGO, so, I keep my total investment in each of these uner 3% of my total portfolio and I've been selling it off and rolling profits into indexes when it creeps up over that 3% threshold. Don't make the mistake of assuming that ALL individual stock investors are gambling.

Agreeable_Bear6812

It's not pure luck though. One of my early strategies was to buy individual stocks that I noticed were held by the best performing index and mutual funds. For example, I bought AVGO, MSFT, GOOG for those reasons and they grew exponentially. I didn't just YOLO into crypto.

Spins13

GOOG stock Price was getting rich, it makes sense to dilute when your stock is expensive

Etherius

I have been doing it for 15 years and in that time I’ve known two other people investing. They think they found the next big thing. People trying to get ten-baggers as losing everything Meanwhile I just like GOOG and AMZN and other big names or white-hot sectors and I have absolutely CRUSHED the S&P every year. I’m not a goddamned oracle. I just don’t pretend I have the ability to find the next big thing. I’m up 85% in two years, far more than that over 10 and 15.

Etherius

My holdings are exclusively large or mega cap companies or sector ETFs. And they’re not esoteric or obscure or anything My cost basis on AMZN is $38 from 2017 GOOG cost basis is $35 from 2016 SOXX $72 from 2019 INTC $45 from 2019 none of these were obscure names 5-10 years ago It wasn’t hard to identify them

Etherius

Come on It doesn’t take a genius to have purchased GOOG ten years ago. Or ASML or KLAC or any number of other major players. All of these companies were global powerhouses 10 years ago. Not obscure And today you can look at companies like AMZN and see their finances. You can judge whether you think they’re undervalued or not. What YOURE talking about is trying to identify “the next big thing”. You don’t have to do that to beat the market

Wonderful-Savings768

Calls on GOOG.

TheGrassyBowl

Why NFLX and not GOOG (w/ YouTube and that whole AI thing)?

IDrinkSulfuricAcid

Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years

IDrinkSulfuricAcid

You can't go wrong with Mag 7. I'd buy a share(s) of GOOG or AMZN if I were you.

Thin_Cat8817

GOOG back to 370 next week and im eating steak for a week

Mr-Cheek-Clapper

Same with GOOG

Thin_Cat8817

GOOG if you dont pump back to green by close im gonna have a BF