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 won't argue with that. I've been buying more World ex US stocks than US stocks b/c they are cheaper. I'm also more into the HALO stocks for my US positions. Boring stuff like $CAT, $DE, $T, $LEVI. I'm not smart enough to predict who the winner of the AI cap ex spend will be. If I had to guess it'd be either $AAPL or $GOOG b/c they will just sit back and buy the winner.
having used GOOG models recently they seem to be very behind again
That's why I left most of my money in GOOG and VOO. I have some for dip buying, but mango is done with this story line.
Same. 9% of my portfolio is GOOG but Yahoo Finance is vastly superior. The only service Yahoo is good for.
starting to realise each of the MAG7 has its time in the sun and its time getting f\*kcked. Last year it was GOOG getting f\*cked, few years ago META. MSFT is a great company and so well placed to make mint from AI across all its products. Just will take some time for the market to pull its head out of its ass.
Hold off on the big GOOG but if you buy AMZN MSFT right now you will not regret it... probably.
MARKET up 3% GOOG = +3.7% MSFT = -0.05% ... you can't make this sh\*t up
Looks like everyone completely forgot how META lost a landmark case which subjects it to potential hundreds or thousands of similar lawsuits and it went up 8% on releasing another AI model like does it even matter. Even GOOG and OpenAI can’t find revenues and I don’t think META is doing itself any favours by letting people upload AI slop on their platforms. People hate this stuff. Like get a hint from Sora shutdown.
MSFT still 31% down from its peak while GOOG is down 7% from its. MSFT is cooked lmao
I killed it on GOOG last two days. 🥂
Bit the bullet and sold my GOOG for a 3% loss this morning. My 0dte puts are up 100% though, too bad I only bought one
I've been watching this exact pattern play out and honestly it's got me nervous. Yeah the big tech rally looks nice on paper, but I'm noticing the same concentration we saw right before some gnarly pullbacks. Like, when NVDA, AAPL, and GOOG are basically carrying the whole market? That feels fragile to me. What's wierd is energy getting hammered while tech rips. Usually that tells me people are rotating out of defensive stuff into pure growth bets.
GOOG is undervalued as f, when broadcom is so high the reason thwy exist is they use google ip. I mean the whole AI is thanks to them show respect to the real boss.
I for one enjoyed buying GOOG at discount prices
Sometimes they will allow the share holder to choose if their chairs are kept in GOOG/GOOGL or the spin off company. This is how we did it with a company I was involved with almost 20 years ago now.
Every singe time since this thing started, Whomever is talking the most shit the night before and before open gets screwed that day. I'm dumping my TQQQ and GOOG calls at open.
I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
Kept some MSFT 380 & 385 calls along with both SPY puts and calls but I'm hitting my head against a cabinet for selling the AMZN 217.50 & GOOG $312.50 calls. Taco gonna Taco
What mag7 will jump the most today. Here's my vote in order of goggest gain. AMZN, GOOG, MSFT META. Not sure about the rest
In the yesterdays total chaos, AVGO - GOOG - Anthropic deal was announced. Everyone was piling in to rush in calls for them. That's good But most, forgot WHO is actually going to be making those chips. **$TSM** **Earnings next week as well.** $400 incoming
Just because the outcome isn’t beneficial, doesn’t mean you were wrong. What if you dumped a toxic ex and then the ex won a lottery? Stay true to your conviction. Plus if you look at the 5 years chart, your money would’ve been better invested elsewhere, from GOOG to gold or silver. Hell, even SPY would’ve done better if you look at the 5y chart exactly today
Guess who sold their GOOG 315c for 51 dollars today? I was stoked for the 2x. It’s currently at 316+.
Seems to me that now Spy just inverses oil. That’s a huge dump in oil for a shaky two week deal with who knows what on the other side. I wouldn’t be surprised if a lot of oil stock go green by mid day on dip buying. XLE especially. So, what will that do to the broader market? Q’s, SPY etc. I don’t know shit btw. But this is what I’m thinking about. I’m long some oil stocks but also holding TQQQ and GOOG calls for Friday. I might have to let most of them go early if it’s gaping up. I’m sure I’ll regret. Maybe not.
Jokes on you I used my cash to buy dip on SPY in my 401k and more GOOG at 275 in the Roth
GOOG up big in AH, relieved to see it
Look at my GOOG fly 🥲. Such a beauty.
My CCs are fucking fried now. I think Rddt will stay below $200 before May 15, but I think my GOOG shares are getting assigned at $335
Im starting to feel bad about selling my GOOG leaps a couple of weeks ago when it was $300. Felt really good when it dipped to $273 though...
Those 315 1DTE GOOG calls I bought are almost in the money wtf you can’t make this shit up
Will GOOG keep going up?
GOOG is the frontrunner, holy shit
I sold GOOG $335 and RDDT $200 CCs for May 15. Went from feeling like hot shit to shit in 2 hrs. Might feel the opposite soon lol.
Every GOOG bear shake that CULO NOW!!
I inversed myself and held onto my long positions (GOOG, UBER, NVDA, VOO). So far so good, but we'll see what King Taco has in store for us.
The only green in my entire port is GOOG lol we're done
Fuck my life for selling 100 GOOG shares at 296.5 to use it to buy Apple
So what are we all buying? I added quite a bit to existing positions of MSFT, GOOG, UNH, AXP, and the safer bets like VOO and the like, but I obviously didn't consult my crystal ball first as they keep dropping. I'm confident they'll pay off in time, but whats the current clusterfuck setting up to take advantage of?
Cramer just said Gemini is the best... Puts on GOOG - Sometimes Gemini Ultra makes Siri look like Skynet
DOW already down 300 (9:50am est). I sold off some stuff yesterday: AMAT, IBM, CSCO, made a nice gain, as I didn't have large positions in any of them, I figured take the money and run. Keep it in a t-bill and when the dust settles from this Iranian debacle, jump back in. Holding my bigger positions, NVDA, AMD, MRVL, GOOG, AMZN & AAPL. They'll probably get hammered, but I think these companies have the ability to bounce back quickly. Using last April's tariff fiasco as an example, and even the Covid-19 correction, these aforementioned stocks recovered in a relatively short period of time. Unfortunately, Trump is such a loose cannon and Hegseth is an incompetent moron, that if this escalates into something long term, recovery could take longer than expected.
Just sold my full positions in AMZN and GOOG, about 90k USD. So probs moon today?
I agree, there's more cushion from GOOG in case the deal goes south, is mispriced, or some other shenanigans.
Depends on your style. I personally invest actively and am looking for: 1) High fraction of exposure (GOOG fraction is small) 2) Potentially undervalued (Funds like DXYZ and VCX are trading at high premiums) This gives me more control and some cushion. You can certainly argue that GOOG as a company is more stable than SATS and a way to get a small degree of SATS exposure, if that's your jam then sure.
The first AI model that learns to stop fkimg apologizing will be the winner of this dumb ass race is At this point, i’m convinced the only thing that Gemini ultra does better than Pro is more long-winded. Apologies. I ask a question. I get an incorrect answer. I indicate the answer is incorrect. Gemini then spends about 30 to 45 seconds apologizing, explaining that it understands that I’m frustrated,blah blah. Just STFU and give me an updated answer. It’s an AI. Is there anything more insincere than an artificial intelligence apologizing? Puts on GOOG
$GOOG, $AVGO [https://x.com/AnthropicAI/status/2041275561704931636](https://x.com/AnthropicAI/status/2041275561704931636) >We've signed an agreement with **Google** and **Broadcom** for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. \-- Anthropic
I have 100 GOOG shares at $279 I regret selling a May15 335 call against it :(
Only reason I can assume MRVL is down AH is because of the AVGO/GOOG news. Unless someone tells me otherwise.
I was wondering why GOOG was popping off today unlike the rest of the market. Turns out someone had inside info
Deal with GOOG for TPUs through 2031.
AVGO has a long term deal with GOOG for TPUs through 2031. AVGO up 3-4% after hours.
I'm ready to be wrong. I rode out most of the drop in cash gang and climbed back in. My positions are all long - 50% VOO, 16% UBER, 16% NVDA, 16% GOOG.
Goddamn this is the lowest volume day I've ever seen. Still underwater on 35dte 640ps but not as much as I was expecting. Also still terribly long on GOOG at $320 so looks like I'm fucked in both directions
Just sold GOOG $335 strike CCs for May 15. I’m going to enjoy many Wendy’s meals till then!
MSFT with the pump just to keep dumping whole GOOG keeps pumping. I hate you MSFT
And on the 3rd day, GOOG arose from the dead
$250 a month for Gemini Ultra and this bag of shit can't even understand an ARR-PLEX setup Puts on GOOG
Maybe I'm ignorant but I can't see how a war in the middle east effects tech companies. No reason GOOG should be having this dramatic of a reaction. Don't know Amazon took a hit other than maybe some increase fuel cost.
Today I asked Gemini (Ultra) to craft me the perfect FOGO dinner experience, by overlapping Brunch the full Churrasco dinner experience. She told me when to leave, Parking cost vs Valeting, provided GMaps directions, which credit card to use for maximum benefits, etc. I got there at the time she suggested but the Brunch was already over because of Easter. Puts on GOOG
Saw on X: >$GOOG owns 14% of Anthropic and 7.5% of SpaceX Is this true?
The entire point of investing is finding undervaluation, which you will never find in a YouTube video. If you are watching a stock pitch, so are 200,000 other people. Even if 5% of them blindly throw $1,000 at it, that $10 million is microscopic noise to a $3 trillion monopoly. That is the problem of scale - a $3T company is not going to magically turn into a $6T company in five years. On top of that, there are thousands of Wall Street analysts and algorithms dissecting every single move MSFT, NVDA, and GOOG make. You have absolutely zero chance of finding an informational edge there. And think about human nature: why would anyone publicly broadcast a genuinely lucrative, undiscovered setup? If I spend weeks doing deep research to find a massive inefficiency, I am not going to hand it to my neighbor Joe so he can get rich and buy a new house off my hard work. Self-interest rules the market. The absolute best, most profitable ideas are traded in total silence, not shouted about for YouTube ad revenue.
Down 11% YTD 1.3k of my portfolio. Not a ton of USD because I’ve been DCAing basically every pay check. Biggest holdings: GOOG, MSFT, and META. I’ve been beaten down by AI fears and SOFI
Lol noobs. I got 7 earnings calls correct in a row last year. How’d I do it? No clue! Half joking. It was all spreads. I don’t remember all of them, but I first filtered for the most bullish companies. TSM GOOG DAL AAPL were four of them. Can’t remember rest off the top of my head. The two that I was happiest with were TSM and AAPL. I guessed AAPL would pin around the 200 price of my sold put and drop below my 210 put based on which weekly put strikes were the most bought. TSM I guessed would move sideways when it was still around $230-$240 with a slightly bullish bias. Won with call debit spreads and put credit spreads combo.
I'm looking to buy for the same reasons, but instead I've made purchases in MSFT, GOOG and AMZN (-25% to -30%) as they are further off 52 week highs than AAPL (-10%). AAPL is also rocking a higher P/E because of it. But, if things pull back further for AAPL I'll absolutely be buying.
I may sell some gains on Monday on smaller positions and pare down on positions where I have higher percentages of my holdings: NVDA, AAPL, AMD, MRVL, GOOG, AMZN. Who saw this coming? In actuality, I should have sold last October/November, but I decided to hold off and pay capital gains in 2027, as my plan was to sell this year. Trump and cronies are sitting on so much cash reserves, that they could care less if at 4:00pm on Tuesday the markets drop 10-15%. I hope not, but this fiasco is starting to look way worse than 2020 and potentially taking on characteristics of 2008. Not a sky is falling investor, but what's happening is a disaster in waiting. Great if you're in your 20s or 30s, but my long game is no longer available. Certainly not defending Iran, a country laden with extreme terrorists, but there was no need at this time for the USA to get involved. Another weapons of mass destruction mirage, egged on by Netanyahu. I would be shocked if this is a positive week for the markets.
Go on tell me more. The reality is space tourism is a long way off from viability standpoint. The other space companies make sense because they are focused on the privatization of materials delivery to space and replacing the NASA public funded shuttle program. There was virgin orbit but in bid to go cheap Branson chose utilizing aviation technology instead of trying to build a proper powerful rocket to get to the various areas of space for materials delivery like SpaceX, blue Origin, and Rocket Labs bet on. Better play maybe to buy GOOG as they have a massive investment stake in SpaceX.
# "NOOOOO!! SAVING THE PILOT CHANGES NOTHING!!!!!!! NVDA AND GOOG ARE STILL WORTHLESS!!!!!! 🤬😡😭" Bears right now probably
If you're aiming for a downward push then I'd say from now to before mid-terms? Post mid-term market upside rate is pretty high. Also I think OpenAi/SpaceX/Anthropic IPOs this year will suck liquidity (assuming we have any left after energy spikes and private credit). It could potentially add to downside pressure on existing MAG8 since GOOG owns a portion of spacex, AMZN/MSFT are heavily invested in OpenAI, etc
I am. Last year I doubled my money on GOOG shares (177 -> 340). It's wild I hit a double investing in MAG7 shares... don't underestimate it.
Most likely you won’t receive any direct SpaceX shares. Alphabet will probably just hold or partially sell its stake, and the value should get reflected in GOOG/GOOGL price.
Do GOOG shareholders get a TPU for their home LLM?
Why would the IPO change anything? It is Google's investment, and if you have GOOG/GOOGL shares then you just get a small amount of indirect exposure. Just like it is today.
No its like an ETF holding shares. Berkshire owns stocks of so many companies including chunk of Apple but they wont "issue" them to their stockholders. Either it remains an investment or it gets sold for cash. I expect GOOG to exit SpaceX at some point. They are after all not Berkshire kind of companies. They make bets on startups as part of GOOG ventures and not as an investment. I agree with those who ask for these to be used for stock repurchase. GOOG wont be allowed to do any major acquistion and they anyway have cash for small ones.
All these hit pieces in MSFT provide support for my belief that MSFT is going through the same FUD period as GOOG and META before they shot up to new ATH
How would that strategy work with say $500k of GOOG?
Took all of my stashed cash and all of the COVID checks to purchase MSFT, GOOG, NVDA, AMZN etc. during the COVID drop....payed off huge. Still holding all but long play = good plays.
Sounds like you're still up 20k. I scalped some calls at open for decent money then gave it back going puts after that initial pump. Got lucky with some GOOG puts which saved my ass on the second pump. Realized I was marrying my conviction and walked the fuck away. My advice is to learn to recognize when you're going tilt and marrying your conviction. When you understand that about yourself, you'll get better at cutting your losses and keeping yourself from blowing up.
What’s the mechanism there? You need phosphodiesterase for ocular function somehow I presume? (I know I could GOOG that one too but I’m probably not gonna)
is GOOG gonna release a new model soon? because the current gemini pro is like dogshit compared to opus 4.6 or even chatgpt 5.4
I honestly think it's going to get worse. Iran has a stranglehold on the Strait, and Trump can't even walk away from this, he has to escalate to try and re-open it. I have \~350k in cash, but I'm not selling my current holdings (VTI + GOOG). I'm looking at MSFT if it keeps dipping further.
Yep, just worried of further pain. I have so many names that I've had for years - AAPL, NVDA, GOOG, FB, AMZN, etc... For me it's more of index funds. But thanks for your thoughts. I think I'll do my first tranche on Monday
I’m a bit younger than you but not much… What I do is, basically I invest a percentage of my “cash” based on what the current price / valuations are at… so when the market was at 7000, I was 60% in cash. The market went down about 9%, some companies (like GOOG, MSFT, etc.) were down 20% or so… during that time period, I put in about half of that cash, so now I’m at 30% cash. I built up positions in GOOG, MSFT, BRK.B, UI, RL, JPM, TSMC, ASML, etc… the biggest movements were into GOOG and MSFT. Now that the market is kind of irrationally high again in my mind, and with great uncertainty about Iran (I think people might be overly sanguine about it), I’m taking some back out - but maintaining almost the entirety of the positions in GOOG and MSFT, because I am loathe to sell them while they are low :) Anyway - long story short - I do it as a PROPORTION of my cash, and I do things pretty gradually… except when prices on GOOG went down 20%, I deployed cash pretty damn quickly.
GOOG is a dinosaur company that will be obsolete in 5-10 years
Just put $100k into VOO or a World ETF. $30k into MSFT, GOOG, or whichever large-cap stock you prefer right now. You can pick a couple of speculative plays with $20k—personally, I’d go with NIBIS and RKLB. Don’t overextend yourself in speculative high-beta stocks; you’ll end up panic-selling everything at the first correction
I picked up ASTS at 72, GOOG at 279, NVDA at 166, RKLB at 58, NBIS at 91, if it drops further i will continue to DCA. Strategy doesnt change regardless of the noise.
Spoken like a true GOOG bag holder
Nice, GOOG will go up on the IPO
I am a fan of my 40 GOOG and the other one shares; but one of my best performers is not them, it is my 240 NVDA shares; aside from options I think that 3000% is my best gaining stock of all time!
My 1000 GOOG shares approve this message!