GOOG

Ok_Freedom3290

I am the builder of [alphasignal.digital](http://alphasignal.digital), and we track institutional options flow and volatility term structures. Selling a 280 strike put for 2028 on GOOG gives you premium, but it carries immense tail risk over a two year horizon. Long-dated options pricing is heavily influenced by the implied volatility surface and shifts in the term structure. If we transition into a high-volatility contraction regime, the mark-to-market loss on a naked short put can be massive even if GOOG never hits the strike. I build options trackers at [https://alphasignal.digital](https://alphasignal.digital/) to map these volatility surfaces and options flows so you can analyze structural risk before entering long-dated short positions.

fish_

!banbet GOOG 400 60d

bartturner

Hard to say the one to sell. But can tell you the one you do not sell and that is Google (GOOG). Apple is about to unveil the new Siri based on Gemini and running in the Google cloud. Google just made a deal with SpaceX to get more capacity to support running Siri. Google has also seen 11 straight quarters of increasing cloud margins. Google just has a ton of new revenue coming in.

A55BAG

Reddit gets it sometimes right, sometimes wrong. \-PLTR was a reddit call \-RKLB has always been popular among redditors \-GOOG, ASML, UNH, AMD were clear reddit calls in 2025 I think overall group think here tends to work during bullmarket.

bin10pac

Am I missing something? Goog is 361 in afterhours. If you sell PUT at 280, the buyer will be ITM if GOOG falls below 280 (ie tech stocks crash by 23%) any time before Dec 28.

zxc123zxc123

VOO/SSO/GOOG/GOOGL/BAC are some of my largest positions. I don't have QQQ since I'm already overweight tech. Instead I have leverage Russell2k. Etrade/MS offered me to join the SpaceX IPO but I didn't sign up. Already go indirect exposure long ago.

fallnstars

sort your investments by return and sell the one with the highest %return. dont sell MU as it just had a massive correction and youre most likely down or flat on it and it might make another run up. VOO has had a mild run up and had a mild fall so it might be a good candidate. GOOG/AMZN also depending on how long youve been holding it. MU/RKLB youre probably going to sell at a loss if you do.

ssferland

Sell RKLB first. Analysts already see downside despite a 68% rally , and space stocks are sinking as the SpaceX IPO trade starts to break . It’s the most volatile name, furthest from a re-entry floor, and you said you may not contribute for a while — RKLB requires active management to trade well. Great stock, wrong time to hold passively. Sell GOOG second. Alphabet is raising $80 billion from stock sales  which creates dilution headwinds, and it’s in a confirmed downtrend off $408. Still a great long-term business, but you’ll likely get a better entry later. Keep MU if at all possible. Earnings drop June 24, with last quarter’s EPS coming in at $12.20 vs. $9.19 expected — a 32% beat . Expectations are high, and a strong beat-and-raise could deliver a post-earnings jump.  You’re holding through a dip right before a potential catalyst. Selling now could mean missing the move. Keep AMZN and SPY. AMZN is pulling back normally from ATH and AWS/AI tailwinds are intact. SPY is your ballast — you always want some broad market exposure. QQQI — if you need income to help offset the bills over time, keep it. But if you need a lump sum now, it’s near its 52-week high and that 52% yield won’t compound well sitting on the sidelines.

confused_teabagger

GOOG and MSFT are literally the broken down street whores of tech stock living off of daddy's inherited money.

Sick0h

Imagine thinking it’s the top when even fucking Berkshire is giving GOOG money to keep the buildout accelerating.

CALAND951

This is the best bear case in the thread and you're not wrong that it's the right framework. But the Cisco analogy breaks down on the fundamentals. Cisco in 2000 was priced on the assumption that every business would need networking gear *once*. The buildout was real but the monetization was a one-time event — after enterprises bought routers, they stopped. Revenue collapsed because the demand curve was a spike, not a sustained ramp. NVDA's situation is structurally different. The hyperscalers aren't buying GPUs to build static infrastructure — they're buying them to run inference workloads that grow with usage, then replacing them with the next generation 18 months later. MSFT, GOOG, META, and AMZN have all *raised* capex guidance this year and said demand is outstripping supply. That's not analysts projecting future adoption. That's current, paid, recurring demand from the four largest companies on earth. You're right that in a bubble everything looks cheap on forward estimates. But "looks like a bubble" isn't a valuation argument. The Cisco comparison only works if you can show the FY27 estimates are as disconnected from reality as the 2003 broadband projections were. What's your specific estimate for where NVDA earnings land in FY27, and what assumption breaks it?

stuntondeezh0es

That’s the only answer. The same 10-15 companies pass money to each other every few months and call it earnings and report it. All bad news gets “priced in” and stocks go up nonstop. Explain how GOOG reported 60% of their earnings is from their anthropic investment but anthropic nets like $20b a year and is somehow valued at $1T. Imagination and copium

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

OneTwoThreePooAndPee

Man, the 100% return on GOOG options last earnings was not boring.

Spac55

This week Berkshire invested $10 Billion in $GOOG for AI-expansion Berkshire total $GOOG holding~$26.6Bn It reminds by 2018,when $BRK.B push ~$36Bn stake in $AAPL Also $5Bn each stake in $BAC & $GS, when all worry for GFC $5B stake in $UNH Got $TMHC at $6.8Bn Watch $MU $AVGO possibly next

RaikouVsHaiku

If anyone reads this and is inspired to buy into the IPO just wire me the money instead because you’re retarded. “Chief Futurist at ARK” - GS predicts a 100x increase in AI revenue by 2030 when Elon is leasing compute to GOOG because no one uses Grok.

stuntondeezh0es

GOOG earnings was just a circle jerk between themselves and anthropic. Cope

circadiggmigration

Unless he owns GOOG, it's not up to him.

Moepenmoes

I've just looked at how sperm donating works and holy shit what a world. They literally use a dating app-like system to match the donors with the receivers, and you can set preferences for nationalities, hobbies, looks, religion and so on, even more filters than dating apps have. Then I checked for what it takes to become a sperm donor, and apparently less than 10% of the donors will get through the screening. Also, you're asked to visit weekly for 1-2 years and you're asked to never jerk off in between the weekly visits because it could affect the volume and quality. Anyway, 70% of my port is holding onto $MSFT for dear life and I'm expecting next week to be pretty volatile because of the SpaceX ipo. The other 30% on META and GOOG for a stable non-AI dependant tech tilt. Dumped $AVGO right after earnings because they're clearly a lost case, their forecast is way below the AI industry's average at the moment. This was a cashflow update. Thank you for your attention to this matter.

Legendary-Lemon

I am a bit bearish now, not enough to short though. But AVGO slow guidance and GOOG/META dilution seems like a red flag to me.

eireniconic

oh for sure. you can kinda smell the desperation though. these IPOs are gigantic. there's a reason everybody are all IPOing all once, and why GOOG jumped the line on the 80b. you don't want be the last in line to feed from the AI slopbucket

soon2beabae

META and GOOG are moneyprinting machines. Did they already burn through all the self-printed money? Raising capital this way seems far more expensive then to just use the spare cash you’ve amassed over the years.

minimalist_reply

This is not true at all. They aren't the most profitable (Apple is right over there you guys), but GOOG has plenty of green quarters. Pretty certain their recent dips into red are almost purely Debt plays and annual investment decisions. They had 120+ Billion revenue in Q1 2026.

callsonreddit

lol GOOG ain't fucking around Alphabet upsizes equity offering to US$85 bil for AI spending [https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html](https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html)

fenton7

When Megacap stocks get hot everyone does indeed get rich, for awhile, since every retail puke holds NVDA, AAPL, GOOG, etc... Usually ends badly. They keep buying and eventually there's a giant tech wreck. Today is a sneak preview.

Legendary-Lemon

So we are in an era in which multi trillion dollar companies like META and GOOG need dilution to make ends meet to buy shovels from NVDA, MU or AMD. And it has been like 2 year’s max. Next year what then? If they do not start profiting massively from AI then do we do another round of dilutions? Until when? What the fuck is this clown ass market.

Defiant-Nerve7481

Didnt Greg Abel just buy another 10B in GOOG?

George_1977

There were a lot of things brewing that needed to be priced in...equity markets had been ignoring high oil prices, higher bond yields...market pricing in a more hawkish Fed after jobs report...semi stocks having gone vertical in the past couple of months (AVGO, MRVL, INTC, AMD, MU, SNDK, etc.) and needed to correct a bit...GOOG/META raising capital via share sales...upcoming IPOs including SpaceX driving selling to free up capital...typical equity market softness in mid-term years due to greater uncertainty, etc. The good news is that earnings and earnings growth remain robust, so I feel this is a good buying opportunity for patient investors.

Icy-Tea-2954

GOOG and Treasuries saved me from a margin call

mend0k

Yes that makes sense. But to me that just means they’re going to throw even more money at tech, particularly space stocks that provides solutions for datacenters in space. And that’s from someone who wasn’t in this tech rally apart from being in it via index funds. But again, I believe your thesis with shipping is on point, just not the catalyst for a full blown bubble pop. IMO the bubble will pop when they achieve their goals of data center in space and AI is everywhere, and after the crash, buying the frontier LLM providers will be like buying AMZN, GOOG, etc.. in the early 2000s, after the .com bubble, when those companies became profitable. Because remember these AI companies are not profitable yet.. they’re spending $$ developing themselves to be ingrained into every company. But once that’s done.. they’re going to make millionaires.

SpongEWorTHiebOb

What also gets lost is that GOOG issued $35 Billion in bonds recently. With rates rising this may trigger a wide sell off in the hyper scalers and semis.

Singularity-42

Well it's about 1.7M in size, so this is not that crazy. But a lots of AI and semis. My 1000 GOOG shares held decently tho

Shoddy_Ad7511

I own GOOG. My biggest single position. Doesn’t mean I agree with this stupid dilution move.

NerdSlamPo

total damage: only lost $600 this week after being very up and today very down. Just sold some shorter term volatile stocks and bought $10k of META and GOOG at today's bottom. Trump meeting with Zuck and Google leadership this next week (probably to also pump Space X). Red for the foreseeable future, but I like these prices one year out. Long hold.

Upper-Listen-644

!banbet GOOG 375 5d

_hopkins

et tu GOOG?

Spac55

$GOOG make revenue 400 Billion a year How much SpaceX revenue ? Not even 5 Billion net income yet ? Check how much revenue of $META $NVDA $MSFT

cultoftheclave

GOOG can get out from under their spacex contract a lot easier than SpaceX can sell off data centers, this is bag holder insurance

fish_

i rotated what’s left of my port into GOOG

NerdSlamPo

So silly to sell off META or GOOG right now. I get the META issue with dilution, but crazy immediate overreaction from algorithms imo

Ozqi

Let’s take a moment to thank AVGO for fucking up their earnings call by reporting the wrong Q2 numbers causing the algos to insta dump everything. Then let’s thank GOOG for tipping the entire tech market over with their dilution. Then let’s all cry.

stuntondeezh0es

On the big dump day, META decides to copy the GOOG playbook and dilute. Somehow, bols will still say this is bullish

Skilledthunder

META, GOOG, and AMZN all dumped at the same time. Some big holders apparently selling off i guess??

caughtinthought

money is just being sucked out of all the scammy shit. Look at AMZ/GOOG/BRK they are all fine today

Ameri0425

It's going to GOOG, our lighthouse in this sea of red

mneymaker

Seeing $GOOG ABSOLUTELY FLAT is the craziest thing I have witnessed today ngl

JonRadian

AAPL and GOOG pillars of my portfolio

refrigeratorsHD

Just full port GOOG at this point

CriticalAnybody6686

Don’t worry guys!! I sold my GOOG, LRCX, and ASTS it’s starting to V. My sacrifice for all yall

LumpyShock9656

GOOG is such a monster. Holding off way better than the index and holding my port up

booobReviewer

MSFT, and GOOG are a strong foundation. The problem is the tail: SNAP, NIO, DKNG are basically speculative bets that haven't worked. DKNG could still pay off long-term if they reach profitability (they're close), but SNAP has structural ad revenue problems and NIO faces existential risk from EU tariffs and BYD's price war. A clean move would be cutting SNAP and NIO (take the tax loss if anything) and sizing up in your winners or adding something like VOO. Makes your portfolio simpler and removes the emotional drag.

Vind2

I would dispute that TTD has a strong position in CTV. TTD’s bread and butter is display ads in the open internet (outside META & GOOG’s walled gardens), a market that is now in secular decline as marketing budgets move to CTV, and AI search decreases traffic to the open internet.

aeneas2112

!banbet GOOG 750 200d

pekebooo

GOOG & META free money accept it or lose it

TastyTrading

I would suggest selling options. It’s easier to maintain good win rate. I use ThetaPal website to find solid options I want to sell on their IV lead board. I always filter to high volume stocks and trade blue chips only. Caught GOOG and MU recently on their scanner

Short-Dependent7676

GOOG out here forming valleys

Short-Dependent7676

I need GOOG at $400 by tomorrow

BarryBurkman

GOOG was showing bull flag for a while. I bought some September calls.

Fhyzikz

In theory, MSFT and a lot of other software should have a massive bounce tomorrow based on these charts. I called GOOG today. Going for 2.

Separate_Fold5168

GOOG 1 day chart looking like an ICBM headed for my portfolio

Due_Marsupial_969

I held it when it seemed to be just me and that weirdo Bill Ackerman on team GOOG. I literally googled every few weeks to read why redditors hold the stock. I did this in order to feel less stupid, but found mostly opinions on why Google is slaughtered by chatgpt or whatever the fuck they're called now. Google dies because they're the Gemco of computing. I finally sold all at 195 because every damn time Trump did something stupid, the Europeans drag Google or Chrome to court to extort a fine. Guess who's stupid, now?

option-trader

Hold all the current AI winners. They'll win even more by this time next year. Heck, GOOG decided that they need $80B more, and that's going to the pockets of the entire chain from building materials up to AVGO.

SteakEater137

Just the nature of the market now. Almost all stocks in a sector take a beating if one of them does. Same reason MSFT got punished for GOOG diluting

NerdSlamPo

GOOG obvious play. You can also donate to my GoFundMe to support my own GOOG stock fund if you would like.

DICK_STUCK_IN_COW

Just park it in GOOG or MSFT if you can’t decide

floridabeach9

canary in the coal mine? or do chips/ai rebound? crazy whipsaw day across the board, some down 10% clawed back to break even, MU still down big, NVDA GOOG up big,

DufflebagJoe

GOOG has been buttfucking me lately except today.

fish_

rate my port: NBIS GOOG MX NOK

tydiggityy

So what's GOOG doing tomorrow by close?

Taiyoken

GOOG refuses $370, rip

QPRCHOC

GOOG easiest dip-buying opportunity ever.

DufflebagJoe

Still need GOOG to go +$18.00 just to break even lol

Samjabr

stupid GOOG, where are you going

StocksStormTrooper

GOOG will fall after Cathie Wood and Berkshire buying gets exhausted

spicykimchi_inmybutt

come on GOOG bust through 370

Thisispaartaaa

Yeah, It would have been such a shame to have invested in GOOG, or MSFT, or AMD, or NVDA, or AAPL....I could do this all day....during the dot com "bubble"...such a shame, I feel so bad for those people, all that money made, poor bastards.

aka_crashoverride

Wow, I really slept on GOOG, looking like it has legs.

AppealLate

Stock market is never safe. My recommendation would be GOOG for steady stable growth and INTC has chances of going 1.5-2x as they are still undervalued.

everySmell9000

I agree. Based on earnings (and earnings growth) NVDA looks like a value stock at this point. And MU trades at a low fwd P/E. GOOG ceo said it best: the risk of under investing is far greater than the risk of over investing. Capex super cycle will continue for years to come.

_hopkins

I guess GOOG declared war on puts?

spicykimchi_inmybutt

if GOOG goes to 380 by eod i’ll bust

Separate-Rough-8083

Had to limit the AVGO shit show from yesterday, GOOG, BB, MU, AMD for recovery

spicykimchi_inmybutt

GOOG remembering he’s him

Thisispaartaaa

So that 4.5% dip on GOOG yesterday was a buying opportunity? who would have thought

ryzetard

do i want AVGO leap calls or GOOG

teh_herper

FUCKKK should've picked up those MRVL 420 and GOOG 400 december calls...

shanked5iron

many thanks to the ber that bought the GOOG 347.5p from me yesterday

Fhyzikz

I hope you guys bought GOOG calls yesterday when I told you the magic lines were screaming to do so

DaGOAT00000

I knew you wouldn’t let me down GOOG

Responsible_Date_801

GOOG carrying

Sea_Pen_3150

GOOG!!!

chauhan_shubham

We flyin cuz my boy GOOG never disappoints!!

leakybiscuit

GOOG and META look at em go 🤴

SpruceJuice5

All this red and then GOOG is green lol

hv876

LOL. Nadella saw GOOG equity raise and wants to do the same. Good luck, gentlemen

SPAC_Enthusiast

GOOG sittin there with its cock out

Worried_Quarter469

MSFT, AMZN, AAPL, GOOG green maybe META later also

explorer_of_random

The year is 2036. GOOG turns into GOOGQ after bankruptcy. This regard still found a way to lose. Everyone who inversed him became billionaires.

Comfortable_Wall8127

GOOG is up

sylphvanas

Feel terrible about selling my WMT calls but these SOXL puts and GOOG calls I bought yesterday made have redeemed themselves 🤑