Reddit Posts
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
GOOG LEAPS 3,216%/$40k GAIN I BOUGHT ON SHROOMS CLOSED OUT
CRWD beats and raises. Also announces 4 for 1 split.
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Can someone explain the investment thesis behind space stocks?
$GOOG stock be worth more than the market currently prices in
Is Google ($GOOG) still undervalued? Fair value estimate points to more upside
I feel like I am stuck in the washing machine and step bro is behind me...
Chinese AI. Puts on GOOG calls on NAIL cause my parents think I’m 🏳️🌈 and regarded
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Holographic/VR/AR Industry Development Weekly Report, Week 20
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Thoughts on holding these through NVDA earnings next week?
Am I the biggest paper handed bitch here?
My Empower account has already reached $8 million. Thanks, AMD! I'm 38 years old and male. Six years ago, I quit my 9-to-5 job, hahaha
Holographic/VR/AR Industry Development Weekly Report, Week 19
Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires
I hear that everyone’s a millionaire now - $2M
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
The bigger the AI/tech boom gets, the stronger China has the entire U.S. economy by the balls
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
I track unusual options flow every day. The confirmation gate saved me from 3 bad trades today
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Is Alphabet (GOOGL) the strongest company in the world?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Time to cash out on some GOOG gains.
5/15 $500 GOOG calls .03-.04 (Part 2) Time to go full regard? 🥴
Google (GOOG) is currently in the $300s Could this pullback be a long-term buying opportunity?
7k-->12k, 70% portfolio gain in April
Mentions
GOOG stock Price was getting rich, it makes sense to dilute when your stock is expensive
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.
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
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
Why NFLX and not GOOG (w/ YouTube and that whole AI thing)?
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
You can't go wrong with Mag 7. I'd buy a share(s) of GOOG or AMZN if I were you.
GOOG back to 370 next week and im eating steak for a week
GOOG if you dont pump back to green by close im gonna have a BF
1-5 years is a long term hold, just do an index fund If I had to pick one I'd say AMAZON NVDIA/GOOG might have more upside I personally avoid MSFT and META because I hate their products TSLA i a bit tough because is something happened to Elon Musk I think it would crater
I'm in a very similar situation, I currently am about 40% leveraged (changing a bit daily) and my portfolio is mostly AMZN and META with MSFT and GOOG being like 10% and 7%, and then a few random other small approx. 1% holdings in a few other plays. To me leverage is preferable to LEAPS when I have conviction in a stock long term, because you never know when META will pull a 2022-2023 and your LEAPS will get killed, but paying margin interest for a couple years before raking in huge returns isn't nearly as bad. I am currently trying to decide how far I'm willing to take my leverage, ultimately it'll depend on how the price action goes for my portfolio, but I think I am comfortable taking it up to around 70%, I want to be able to absorb a 40% drop. If you have other liquid assets elsewhere that you could transfer in to avoid getting margin called then maybe leverage the portfolio more I switched to interactive brokers from etrade, I really miss Etrade's website and power etrade pro (I especially miss the old etrade pro too), interactive brokers is annoying af to use in comparison, but I'm paying about 5% interest instead of like 12%, worth it!
hello i'd like to reiterate that GOOG is a piece of shit and you are better off setting your money on fire
why is GOOG doing this to me personally
Looks like GOOG puts going to keep printing though next week
when you realize GOOG has a complete functioning copy of RDDT inside just one floor of one of its data centers
Starting to think my GOOG 8/21 390C is fucked
Market pumps... MSFT AMZN GOOG AAPL.... not for us all that going up shit!
GOOG kinda looks like shit on the 1H
GOOG just forces me to buy more of it.......
GOOG stop being a little bitch please
Calls in MSFT AMZN GOOG and AAPL..... how the fuck do i do it?
Bought in 2013, up 1200%. Not as good as my 2013 GOOG (which is now GOOG and GOOGL) which is up 3400%.
META hype feels like GOOG in 2025. If we see postivie news flow, the stock could have a nice run. The main problem is that in 2025 the market didn't care about capex.
Apple is the only one there that would be unlikely to return a 10% CAGR long term, they're more of a ballast. TSLA, NVDA are considerably more risky. AMZN, GOOG, META and MSFT all pretty great reliable compounders.
Hopefully GOOG bleeds again today so I can buy more
why's GOOG suddenly shooting up?
„Exit liquidity“ It‘s 27 billion. GOOG had a higher bond sale recently.
I need GOOG at 400, SNDK at 2500, MU at 1500, RKLB at 150, ASTS at 125 and RDDT at 300. Is that too much to ask? Jeez.
GOOG MSFT META everyone and their momma making their own chips. i would also say AAPL but i wouldnt own 4 tech companies without diversifying
What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%
META and GOOG. META getting into cloud is huge upside.
anybody help a poor out and archive this https://newsletter.semianalysis.com/p/the-future-of-meta-superintelligence im thinking of switching mah GOOG calls for META
Already buying 1. GOOG 2. AAPL Watchlist 3. AMZN 4. NVDA Wont touch unless something big changes 5. META 6. Microslop Garbage, why is this still a MAG7 ? 7. TSLA
Can GOOG reach 6B market cap in the next 2 years?
cause GOOG needs $80 billion right now so they can keep investing into AI, you think they can just call up JPM and ask for a $80 billion loan? besides, their Q1 net income was $62 billion you keep throwing $790 billion like it’s gonna bankrupt but look at their net income and earnings growth, they print more money than God
GOOG and NVDA. Hold on tight for a wild ride.
GOOG(L) , AAPL, AMZN are more interesting to me. Two of them owning a nice chunk of anthropic is even more interesting.
Yeah? How’s that full self driving with no Lidar going for Tesla? Waymo (GOOG) is like 10 years ahead of Tesla in robotaxis, operating in cities across the country. Seems like a week doesn’t go by without some horrific news story about a Tesla self driving car with a driver killing one or more people
You retard. GOOG just raised $80b in equity and you're worried about a highly profitable memory stock?
Diversify some profits into the companies that will be primary beneficiaries of the AI build out: AMZN, MSFT, GOOG. They'll be printing money. I don't trust ORCL, META, MUSK
Damn GOOG, even MSFT green. You suck.
I promise you the thousands of CEOs, certified financial analysts, board members, and lawyers helping with 10Ks and 10Qs, do NOT have a vested interest to LIE TO SHAREHOLDERS. They very much have a fiduciary obligation to their shareholders. Do a GOOG search on inference. It's a 4x to 10x growth to 2030 depending on estimates. Everytime you use an agent or LLM you're using inference. The market for inference alone is expected to be greater than $250b per year by 2030. And this is low. AI revenue is expected to hit $1.2t to $1.3t per year by 2030. You won't find significantly divergent data, except from PR folks.
I liked GOOG when it was $175 last year when everyone thought it was dying from AI. Now everyone says MSFT is dead from AI. I wonder what will happen in 5 years. Hmmm.
Safe long term potential: GOOG, AMZN Explosive long term potential: META Stability and sell covered calls for life: AAPL, NVDA
I think it's a healthy correction, have been buying aggressively in the 380 range. It'll rebound eventually. Same thing happened with GOOG in early '25.
It’s hard to believe meta won’t make a run to 1000 at some point, but putting down a chunk of change and waiting is tough and you can own em all so easily at this point with indexes. Or mixed managed fund of some sort. I personally went with GOOG but it’s small percent of total portfolio 1%
GOOG est littéralement au dessus des autres.
Now you see the big picture. As “amazing and awesome” as $PLTR may be (I was channeling the very odd Alex Karp lol)…they need datacenters to deploy Foundry. And they need highly secure and staffed with the kind of teams that $RXT built its entire business on. We can think what we want about $MSFT, $GOOG, and $AMZN to house our data and workloads…but I implore any IT person here to contact one of those companies. It’s…fucking…horrible!!! And I’m being polite to them.
DRAM drilling, time to pump my GOOG bags
Imo MSFT is a long term bet on the result of the AI bubble. AI's not going to go away, but there will be a lot less money going to it. My prediction from there is the big AI players will specialize more. MS and GOOG will lead in more on the enterprise and small business spaces, and win out due to their suite of products already incorporating their AI models. All the while also pivoting to whatever the new tech hotness will be.
GOOG didn’t get the memo that we only go up today.
I'm gonna start loading up on GOOG tbh. Heavy institutional buying lately
can someone tell me why GOOGL/GOOG is going downhill? Institutions gearing up for SK Hynix? who has the crystal ball
Dear GOOG- Could you stop being a piece of garbage ass shit? Thanks- Such
#Not long ago people used to say that companies like MSFT, GOOG, AMZN and META are going to takeover the world. Now those companies are going bankrupt. LMAO🤌
SPY pumping and GOOG down 2%, always pick the wrong stock
GOOG and AMZN have become the ginger Step Children of the LAG7 family!
We need another Mag7 to come online to get us above SPyY 750. Get your shit together NVDA MSFT GOOG AMZN META
Can GOOG please stop fucking around and pump please
IS GOOG trying to be MSFT now? absolutely no balls on this green day?
Oh wow! Thank you for sharing. I’m kinda in the same place you were when you posted this, I haven’t lost any money and I feel like it’s easy to not lose money as long as you don’t cash out when it is low. I’m trading with GOOG which is a business I really believe in so worst case if it crashes I’ll leave my money in long term until it recovers. Not sure if im being dumb lol.
GOOG has gone from being the AI king to a Dog in a couple of weeks!
I agree with you. I keep saying that these hyperscalers are buying hardware and expanding to meet demand and not just to be the leader; it's not "build it and they will come". The demand is actually there. And just like any investment, there is an ROI calculation and that ROI maybe years but it is still positive. A lot of these companies have backlogs going out 1+ years because of the demand. GOOG is one I feel is going to be a definite winner in the long run. We'll look back at the current prices and say I wish I got in at that price!
im gonna have to hold this GOOG call through earnings arent i
Is anyone else surprised GOOG isnt lower?
The pessimism on reddit about netflix makes me rather bullish. Everyone has their set thesis like AMD and GOOG and the whoops, you just missed the 100% run. The podcast, live tv, gaming all seem like avenues they are pushing. All it takes is one good series to lock people in. For all the groaning people make, they all seem to be watching it regardless.
GOOG down more than MSFT today what the
GOOG will be a buy once they finish diluting this month
Anyone playing GOOG before earnings?
The g’s. GOOG, GME, GRPN and chill
Think about that. GOOG, META, making their own chips. I wonder if AI is in (NOT!) a bubble?
feel the same way with GOOG and NVDA lately.. they are all PoSs
whys GOOG still limp dicking 2 weeks before earnings
I'm bullish on GOOG also and your analysis is really cool. In fact I've been using gemini and frankly at this point I prefer it over my paid chatgpt subscription. The best model seems to be Claude, though, which Alphabet has also bought a good chunk of. But I'm waiting for better prices. I think the US Tech sector is still overvalued vis à vis macro risk, considering the war and the current corrections happening across asset classes in recent weeks. And ofc I wouldn't go all in, but I'd buy a sizable chunk of my portfolio if prices were really juicy.
The thesis is nonsense but I too am very bullish GOOG
$15b across 7 hyperscalers? That's nothing. Nothing. AI revenue alone for MSFT is $37b. GOOG Gemini alone will bring in $6b this year, plus their $400b backlog. Ai is just getting started. Meanwhile Anthropic is profitable and just getting started.
What? We are ignoring GOOG, MSFT, sovereign AI, ORCL, IBM internal, Japan models, India. We are also ignoring inference expected to grow 79% CAGR. Moreover you are listening to a PR person? You anti AI folks will listen to a PR person (PR!) but NOT the thousands of experts in consensus around the world? Yeah this is a hard pass.
I think full port GOOG is a good move. I'd sleep better at night with VTI, but that's just me.
I missed it. I’m not buying a bunch when I do buy. Can I go up to $2000, sure but I don’t care. I have 7 figures of cash after selling stocks waiting for something to drop. MU, or anything else. If nothing drops oh well! I never took money out like this ever and I know you can’t time the market but I’m gambling on a drop one day that I can swoop in and rebuy some stuff I sold. META MSFT AMZN GOOG MU likely
100% of my liquid net worth is in GOOG
Thank god I got out of my GOOG 420c at break even lmao
Take a break. Invest in GOOG and shut the phone off. Or do half QQQ and half VOO. Market always been like this. It’s just not for you.
TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in
GOOG what a close holy shit
Why is GOOG being such a dog?