GOOG

Trading_Addict

2000s tech crash is ancient history so it’s important to understand the tech market had zero backbone. Many companies had no earnings, proven business model, and insane valuations. Backbone companies like AAPL,MSFT,NVDA,AMZN,GOOG today all have real solid earnings to hold up the markets in case of a crash.

zxc123zxc123

I think folks focus too much on GOOG/MSFT and their CapX or spending. They wouldn't be doing this if they didn't believe it was a good idea. They had almost a DECADE where they didn't invest nearly as much and instead put it into: * moon-shot projects (deepmind/spacex investment) where they got flack for throwing money into money pits that will never return anything * low return bets (bing/skype/GooglePlus/GoogleExpress) where they got flack for poor use of capx * spending the money reinvesting into their own business. This was sometimes well received but other times not (like right now in this thread btw). I remember when cloud spending was frowned upon. * Massive share buy backs. I remember when folks said it's bad because they were pumping up their own stock prices and paying their execs. * Paying out dividends. I remember when GOOG first announced their dividend and folks were asking if Alphabet had hit peak growth and didn't know how to grow anymore. I'm long both btw. I believe if AI is a massive success then they are the ones least likely to get killed, if AI bubbles they'll win, and if AI bursts they'll be the least likely to go bankrupt. Just like how the MAG5 were borrowing/expanding rapidly under Bush/Obama when rates were low, then crushing competition when rates started going up with Trump 1.0, then borrowed massively during pandemic, were getting huge dividends when Biden/JPow had rates go to 5%, and now still winning with Trump and rates at around 3-4%. The spending on AI infrastructure is actually doing 2 things at the same time. They are both attempting to beat out the others to being the winner in AI but also securing a moat by which others cannot enter the space. Meta is trying to build into AI on both physcial/model end but they lack the hyperscaler cloud services business needed to justify the spending. Apple has fallen behind on the AI LLM model area. It's basically down to Google, Amazon, and Microsoft who are pushing frontier on LLM and building out the AI computation needed to run both their cloud and AI.

leakybiscuit

How is GOOG going down but SPCX going up? SPCX is owned 10% by Google lol

fish_

anything remotely ai related.  my top picks are NBIS, MRVL, NOK, GOOG

_hopkins

GOOG goes to 370 falls back to 365 so many times.

WarenBoffet

and GOOG looking for diving medal

_hopkins

Man, RDDT is not able to hold above 180 and GOOG is stuck at 369 for so many day

leakybiscuit

On top of all the pumping, GOOG dividend payout hits today 😍

_hopkins

Fucking GOOG fighting for its life at 370 everytime

spicykimchi_inmybutt

Fly GOOG

brolivsgoku

GOOG struggling to break 370, might break today

spicykimchi_inmybutt

GOOG come on buddy, you can break 370 😭

acaffienatedoracle

My cock got rock hard looking at GOOG and AMZN gainzzz.

cgonz15

GOOG, NVDA, MSFT, all will jump 5% from here just today. (These are all my current positions I am coping heavily)

PckMan

We are not in a dot com bubble because the dot com bubble was based on insane valuations of internet companies, almost none of which were actually profitable at the time. Sure if the AI bubble deflates, companies like the shoe company suddenly saying they're an AI company will probably not survive, but it's otherwise largely carried on the shoulders of massive tech companies that are profitable and essential. NVDA is not going away, GOOG is not going away, and even LLM companies are not going away because profitable or not everyone's hooked on them.

Groganog

Personally no, I do think it’s overvalued long term but currently the financial performance and balance sheets are delivering the results to justify it (specifically revenue, margins and growth). Examples being GOOG and NVDA, they’re expensive sure but pe and forward pe are not as unreasonable as my gut would have expected. You add to this inflation remaining high, deregulation by the current admin and the oligarchal behaviour we’re seeing clearly exhibited. Are you more worried about a few high buys or missing the party? That doesn’t mean it won’t be a monumental bloodbath when the bubble does pop. It’s at those moments when valuations will contract and the overinflated hype driven stock will be hit the hardest. If you’re investing for a 10+Y horizon then don’t worry about it, if you’re investing <5Y consider your strategy and true risk appetite.

mneymaker

If you re talking about valueinvesting, yeh I agree. But I generally dislike their wannabe serious tone and the moment a well talked heavily down name they spam about (for instance GOOG) gets a merely +5% a lot of folks come out and be like "now overpriced, I am starting selling, where were you when it was underpriced" lmao. In general too serious for 50-80k portfolios ngl. Even warren buffet has expicitly said he would not invest he does today today, if he started today from scratch.

Dpbron

Agree on HOOD not sure about GOOG

Appropriate_Win1362

GOOG to $375 by Friday? HOOD to $99 by Friday? Thoughts?

mr_birkenblatt

GOOG in 2011 *was* already well diversified by itself and was producing to of the line research while T was sitting on its bum 

Sea_Pomegranate_4499

**How concerned should I be about the NVDA concentration at this level?** Not knowing your goals or financial situation, impossible to say. **Would you trim or rebalance, or stay the course given the AI tailwinds?** Oh, I would absolutely rebalance. But I'm some random guy on the internet, the likelihood that our goals and financial situation line up are pretty small. **Anything obviously missing or redundant in this mix?** SMPO already has NVDA, TSLA, AMZN, GOOG, AVGO...in fact these 5 stocks probably make up 90% of your "portfolio." **I’m a long term investor (10+ years horizon), not looking to day trade. I would really appreciate any honest feedback.** My honest feedback is that I can't figure out what you're trying to do with these picks. It feels like vibe investing.

mr_birkenblatt

I deliberately picked GOOG and not, say NVDA, because back in 2011 GOOG was a safe bet

mr_birkenblatt

$10000 for GOOG in 2011 to now would be  $286,000 accounting for stock splits (40:1) and reinvesting dividends

CMTTrader

Additional: SK Hynix: +4.8% Samsung: +3.5% EWY (Korea): +3.2% GOOG: +1.4% MSFT: +1.2% AMZN: +0.8% META: +1.05% RKLB: +3.4% AAPL: +0.7% TSM: +1.1% PLTR: +1.4% ARM: +3.2% TSLA: +0.7%

ak_exp

I like GOOG better than MSFT, but if you look at revenue streams MSFT is way more diversified. Google is still largely ad revenue dominant

Obergruppenfuhrer104

For sure you need both GOOG and GOOGL. Very different and helps with diversification.

music_is_gud

I already have a lotta GOOG.

OneTwoThreePooAndPee

Oh I get that, I actually think AMZN+GOOG(+AAPL) have the strongest internal business uses for AI such that even if external use doesn't take off the way you might hope, they've got a lot of existing internal optimizations that'll pay regardless of what the chip sector does.

OneTwoThreePooAndPee

A lot of my account is AMZN, GOOG, MSFT. 😄 I do know they'll come back eventually, I'm not too worried about it, just always uncomfortable to see this kinda fall.

Whipitreelgud

GOOG RDDt doesn’t have the same earnings capability as these two stocks.

bachomecho

IV is pretty high right now so I would recommend waiting it out a bit so the market can stabilize. I saw some people recommending things like strangles and straddles but such trades are effective if IV is relatively low and you expect a huge sudden movement in either direction. That would elevate IV and drive up the value of your options. You could look for stocks where IV has still not ballooned to the moon, e.g. GOOG but I would just wait out the current volatility tho, especially if you're not experienced.

JayArlington

PWR (Quanta) is an outsourced construction company used by utility companies to build electrical infrastructure. They are a very good company going through a growth phase because of all the grid infrastructure being built out to support datacenter demand. Quanta Computer is a Taiwanese electronics manufacturer who actually assembles AI servers for META/MSFT/GOOG/AMZN. Their growth is ballistic right now because of AI demand. Trailing PE is not relevent.

ParIsTheStar

Market gonna fly Monday. I am so excited for MSFT/META/GOOG to increase by 75 cents to $1 a share.

demonhunterking

MSFT and GOOG good call. Especially GOOG

Comprehensive-Dig964

I got MSFT NVDA GOOG calls am I cooked

No-Improvement3164

Does GOOG AVGO or Microsoft recent price action have anything to do with the War?

Like-a-hawk

Tell AI that its very existence is irresponsible. Diversifying has its benefits. So does focusing on a good stock. I held RYCEY, almost exclusively, from the end of 2020 until April, 2025. Take a look at its five-year history to see how that worked out for me. Right now, GOOG is a little down from all-time highs. Yesterday's action convinced me that people were parting with known winners, that they could pick back up any time, to finance another likely winner. As those magnificent stocks come down, it's a good time to start buying them again. I have several, including GOOGL and others, along with good old RYCEY, and intend to continue holding them, along with the newest big stock.

wordscaneverhurtme

I'm putting almost all my net-worth into GOOG. AI is calling me irresponsible. Should I reconsider?

WrexyWrex

the GOOGL is gonna GOOG, no question about it

Autobahn97

Just wait for insiders to start dumping, we will have a much better idea in 6 months or likely closer to a year. I'm planning to dump QQQ next week then wait for indexes to sell off mag 7 stocks to make room for SpaceX. I'm thinking I would like to own some more GOOG long term, maybe META

Good_Application6420

Buy buy buy GOOG... Bcoz anthropic and OpenAI are doomed... Fable 5  and Mythos blocked... Google Do NOT Evil...LOL

Sky-Pink

GOOG

EngineerElectrical73

NVIDIA CEO JENSEN HUANG JUST SAID LIVE ON CNBC: "BUYING SPACEX, OPENAI AND ANTHROPIC AT IPO WILL BE LIKE BUYING $AMZN, $GOOG OR $META IN THE EARLY DAYS." Huang ETF?

akura202

Do you care if you are caught holding the bag on something like AMD, NVDA, or GOOG? If you don't mind then then doing CSPs to collect premium until it comes back isn't so bad.

no17no18

Joke will be on you when Space X buys GOOG.

spicykimchi_inmybutt

GOOG fighting for its life at 358

Cagliari77

Honestly if I had MSFT shares, I would swap them all with GOOG. I think GOOG will bring better returns over the next 2-3 years as they're a lot more diversified with their services.

tydiggityy

Is there any reason for GOOG to do anything between now and next Thursday other than track spy based on Iran news?

Fit_Equal6932

Lol, there indeed might be some shorts in this. People never do their DD to establish a fair price before putting on positions. These tickers are so easy to value with their holdings, until those all IPO. This is not GOOG where you have to analyze and argue over the business model.

zxc123zxc123

This. I have my splits being S&P500 being the core and Russell 2000 for high beta. Then I have my stocks. I was offered in on the SpaceX IPO but chose not to participate. Not because it's risky, I hate Elon, or I believed SpaceX will fail. Nah, GOOG/GOOG just make up around 30-40% of my portfolio and that has a 5-8% stake in SPCX. Then I also have stakes in BAC. Plus GOOG/GOOGL/BAC are already in the S&P500 so I also have exposure via my index etf.

cloud_cafe

MU is a boomer stock now isn't it... like GOOG and the rest of BAG7

Legendary-Lemon

MSFT P/E ratio lower than GOOG is kind of nuts

mountain-wood-316

made $4835 on $GOOG going to Walmart to buy groceries and a Switch2 for the kids. 

gizamo

> You buy the index to... No, no I absolutely do not buy the indexes. Lol. You realize what sub you're in, right? The vast majority of the S&P *are* the shit companies. Everyone holding SPX should care that it's full of garbage. When the top 20 or 50 companies are so damn obvious, why bother buying an index that packages them with utter crap? It's not balancing potentials anymore, it's just subsidizing junk. It's why SPX is up only ~20% in the last year while NVDA is up 40%, GOOG 102%, MU 750%, ect. But, yeah, enjoy your index, mate.

DelvxeRed

I see you GOOG. good job.

qaswexort

GOOG is obviously going to dump its SPCX position

SeaMenCaptain

So more GOOG leaps is what I’m hearing. If it wasn’t for fucking 🍊 man in office and his toying with the market, id literally just put 100% of my portfolio in google shares and leaps.

jjjakes3

The sum of the parts "analysis" here is hilarious. I could revalue GOOG based on the p/s multiples of meme stocks in related areas to 100T

Stop_The_Rain

Wow MSFT AMZN and GOOG resume their descent to 0!

spicykimchi_inmybutt

GOOG is having a seizure

Nice-Truck8806

GOOG dividend on monday. i will buy a costco hotdog

RonBlake

GOOG is now a SPCX proxy

Past_Recognition_366

Bro you’re not buying Google, you’re buying the SpaceX ETF /s I kinda like the thesis ngl, GOOG at 15 percent off with a real business and free lottery ticket on AI and SpaceX is way better than 99 percent of the trash WSB pumps. Only thing I’d be sweating is how concentrated you are, that is some “make it or go live in a van” allocation.

FunEntertainment2726

They're getting punished for not counting the OpenAI markups as earnings while GOOG and AMZN have. Being honest that they own a piece of a money losing startup sure makes their balance sheet a whole lot less rosey.

fruitloop00001

A year ago, everyone was talking about how undervalued GOOG was on Reddit. It took some time, but eventually the market caught up. MSFT feels similarly right now, it's a stock you buy planning to be patient.

Sick0h

Going to make sweet fuck to MSFT leaps. It’s GOOG summer 2025 all over again.

Frequent-Hat-5260

Only stock I hold long is GOOG. Everyone else seems highly retarded

bulrfuc

Yeah GOOG is also like 10 companies in one and is a cash cow. META has advertising money but a lot of other players eating their lunch.

yoddbo

Honestly just cash. Ive been slowly increasing my FXAIX position, but swing trading has been wildy profitable for me the last 3/4 months with how predictable Trump is. Namely ONDS, GOOG, RDDT, ASTS. I have shares im long on for all of them but been consistently moving shares for easy money. Pretty sure im retarded but its been working really well for me. Although taxes gonna fuck me it feels like free money for now.

_hopkins

GOOG 370 tomorrow?

ApathysLastKiss_

I'm looking at the mags ETF. It literally pulled back to the 200 day sma today. This is actually an excellent entry point. Then you look under the hood GOOG just filled that massive gap today Appl just touched the 50 Nvda the 100 Amzn the 200 Meta and msft look like shit though. But four out of 6, looks like a really good technical entry

AffectOk3510

This is exactly the kind of deranged concentration I respect on this sub. Only real risk is you’re basically all in on one mega cap boomer tech name in a year where everyone is chasing shiny AI small caps, so the boredom tax might be brutal. If GOOG actually rips to 500 though you’re gonna look like the final boss of “I told you so.”

Sick0h

This time last year GOOG and AAPL were being spammed as cooked. Just a reminder.

chauhan_shubham

With SPCX IPOing tomorrow..GOOG calls at open is free money.

InternetSlave

I'm not touching it with a 10' pole. I'm fine holding a boat load of GOOG and NVDA and VTI. Wish y'all the best tho

zurijer

Sure is, but there is a reason why it’s getting beaten down right now. I invested into MSFT at $376 a share on the previous drawbacks. The current narrative is that GOOG is winning the AI race by seeing the fastest growth and has their own in house LLM. Whereas MSFT is heavily tied to the success of OpenAI with Copilot being a flop. Until the capex slows down and investors are seeing ROI from that investment. This thing is going to trade sideways.

Deep_Calls_007

My friend is talking shit to me about -60%  Path calls lol. He is up 300% over the yr based on NBIS, UNH, GOOG shares i recommended. TF. Not suggesting stocks to people anymore.

Imadogfishhead

!banbet GOOG $360 6/12

Ornery_Ad98765

GOOG

_hopkins

Fuck you GOOG.

Sandvicheater

Why is GOOG green yet MSFT is tanking to hell? is because GOOGL actually has their on in house AI while MSFT still sucking on Sam Altman and Anthropic knob for their AI needs.

A55BAG

Samsung might get a TPU deal from GOOG, fake peace deal and KORU up +30%. Koreans are going to have nice limit up tomorrow 🤣

shanked5iron

GOOG with the comeback

tacspar

Avg consumer will be excited until "loss-leader" strat puts them under, I'm GOOG long run

KKLC547

how do people get hard on MSFT? Aren't there more reliable tech stocks like GOOG?

bearhunter429

#Let's have another day where SPY is green but MSFT, GOOG and META are drilling. How fucking original. LMAO🤌

Jerikolol

im fine bagholding MSFT for 12-18 months. Its like buying GOOG last year at the 150s, it was a 'dead shit stock, fukk sundar' , and look at them now. And MSFT ER have been good so far, so eventually, the market will reward it. But yea, prolly not anytime soon. Thats life

_hopkins

Suddenly GOOG realized it’s not a bitch?

_hopkins

I can’t believe I am getting dicked around by AAPL and GOOG

Panthera__Tigris

GOOG, MSFT, AMZN, META are the ones who print money already. Then own the internet and modern tech. They are the ones using their massive profits to buy chips from NVDA, AVGO, MU etc. Right now, the market is worried that they are spending too much on capex. Well, they can slow down their capex and they will be fine while the chip guys will get fucked. Azure is growing revenue at 40%, Google cloud at 63%. Thats real money. I am fucking buying. Luckily, I was 80% cash after booking profits on MU and SK Hyunix etc. Now I am buying up these guys. Down to 45% cash today.

Initial_Ad_9250

GOOG bols today >!I dumped my bags!< https://preview.redd.it/0y8htl7zdo6h1.jpeg?width=581&format=pjpg&auto=webp&s=0cdc5d8ba23e429e0861344f3477f5ef6265da72

rosstafarien

Nobody is ignoring it, but the dilution is less than 2% of current valuation. Right now, GOOG is down ~15% from recent highs.

Initial_Ad_9250

A GOOG V would be so christian (or islamic all gods welcome) mayne . Come on please

Initial_Ad_9250

How low will GOOG go my dudes

IHadTacosYesterday

When the share price drops, the PE will drop along with it. There's two ways a PE drops in price: 1. A company increases it's earnings. You'll see this right after a company releases really good earnings. Even if the price of the stock doesn't do anything, the PE will go down. 2. When a share price starts falling, the P/E can't help but fall with it. For example, if NVDA's price got chopped in half right now, so would the P/E. P/E is price to earnings, so if the price got chopped in half, but nothing else changed, the P/E would also have to chop in half. The reason why I was telling you that NVDA could be a good buy with it's P/E being lower is that I think it will eventually return to a 44-ish or so P/E, which would be P/E expansion, or "multiple" expansion, which basically means investors would start valuing it more and the share price would have to move accordingly. The problem is, none of this is happening in a vacuum. There's other "macro" pressures that are going on right now. Because of the stupid high gas prices, inflation is going to seep into almost everything. Think of every product or service related to trucks/delivery/driving, anything like that. It affects almost everything, so we're heading for a high inflation environment. The problem with high inflation is that the Federal Reserve has two huge mandates. Keep inflation under control as well as unemployment. If inflation starts going wildly out of control, which is starting to happen right now, then the Fed has no choice but to raise rates. The stock market hates when the fed raises rates. The reason that the market is dumping a bit right now is for several reasons. Tensions from the Iran War and straight of Hormuz, which is mostly just because of the inflation that it's causing. Overall inflation, and then also all these massive IPO's that are happening. Some dumbos are pulling money out of other stocks to buy Space X (I personally think this is a huge mistake, but whatevs). All this pressure to get cash for Space X means people have to sell other stuff to get the money to go into Space X. The same thing is going to happen with Anthropic and Open AI. So, you're going to have these liquidity events, on top of crazy high inflation. But you also have midterms coming up. The elections in November. Trump might get impeached if Dems control both the Senate and House. Anyways... Lots of drama. If I was in your situation, I'd keep my eyes on two stocks. NVDA and GOOG. I don't think I'd buy NVDA above $185 in this current climate right now. As for GOOG, I'm personally waiting for $329 or less. Theoretically, if you bought NVDA at $185 or below, I think you could be looking at that $185 going to about $249 or something when inflation cools down and the market starts going more risk on. GOOG could go from $329 to $429, or at least $329 to $395. I also think both companies are solid companies that aren't going bankrupt any time soon. Both do have some serious risk. But risk worth taking imo. The big risk for NVDA is when all the huge, massive companies start buying less of their chips. The party will be over for NVDA and it will drop quite a bit. Probably get chopped in half. Thing is, I don't see this happen for at least 18 months. The risk with Google is just more fear around AI and search. Also, there's fear about Google going into debt and spending way too much on their capex. I think Google will be just fine. Broadcom is another one that's starting to get to oversold territory too. I like it more below $340.

SteakEater137

Intel, an unprofitable company with a 100 forward PE, is +5% on a day where NVDA, GOOG, APPL, META, and AMZN are all red. The market is prioritizing companies with little or no earning. Incredible.

Boomsticks

Wtaf is happening with $GOOG

DowntownChildhood648

its GOOG

Brigantius

GOOG was the only stock that held up in my port and now everything is gone.

Bilbo_Butthole

Lmao you retards said the same thing with GOOG, AMD, etc. Keep buying at the top lol