GOOG

iMakeGOODinvestmemts

Entire feed and news this weekend was about how Google has become so dominant in AI. Expect rotation to begin from other MAG 7 into $GOOG and also away from hardware stocks. If we are lucky we might even see $315. Hopefully $310 though.

Smooothoperat0r

Only if you sold for the win. I bet you would’ve done what a lot of us do and held. I thankfully cut all NVDA at 195 and some change before the dump. My march GOOG was killing it but only cut a few calls then rode down to 290. Finally cut near 300 to just say I need a few days of boring in my port. Decided last minute to go hard with 1/3 port on AVGO march calls after that huge drop from 375 to 338. Now I’m hoping for a for a resurgence near 360 or so to cut most.

samaritan1331_

if GOOG cracks the hardware game with AI it's over for apple and many other so called "hardware" companoes

iMakeGOODinvestmemts

Pick your port A - META , AMZN, MSFT B - GOOG, RDDT, NVDA C - AMZN, MSFT, GOOG

VolcanicCupid69

GOOG & GLD for the win over the next 12 months

Neat_Glove_81

GOOG is at ATH, i tried telling everyone GOOG will come out on top of this AI battle

entsnack

Y'all glazing GOOG but they used to own Boston Dynamics and got rid of it, and are now buying back people from there lmfao. They invented transformers but gave us Bard. New Gemini is impossible to lay for. Smart engineers don't make successful products, GOOG needs visionaries that it doesn't have.

Hungry-Brain-3287

I made a decision a year or two ago to make Google my core holding (15%). When everybody was losing their minds about "They are going to have to sell off Chrome", I was literally buying as much GOOG and GOOGL as I could pickup in my IRA and PCRA. This community was shitting on GOOG buyers, telling us we were going to regret it because "Google's getting left behind". I saw what a lot of you saw. Google wasn't being left behind, they were quietly getting work done. They leaped years ahead of Elon, with Waymo. They developed TMUs to reduce reliance for Gemini on NVDA. They raised capital by selling bonds, because you don't use your own cash if you can get others to give it to you for cheap. Google is playing chess. OpenAI is playing connect four.

jensenskawk

GOOG 319 next week is possible

Alarmed_Expression77

What happens when FTC/DOJ Antitrust decides they don’t like the amount of power GOOG has? You think it’s just like a $50 speeding ticket? I’m not talking about a fine, I’m talking about a DOJ that might be pissed at certain CEO’s tripping over themselves to appease the orange man.

AKNJ907

The ex invited me over for Thanksgiving. I want to spend the time with my son, but I really don’t want to interact with her. Life truly is bittersweet. Anyway GOOG $310 on Monday.

Usual_Nerve3503

NVDA/Google are raking in cash. Whats your thesis here, short Google? I mean, by all means I hope the shit "were AI!" crap companies with absurd valuations get destroyed. But the big players? Filthy with profit from the AI boom. And I am not betting that extremely smart people moving billions of dollars around in google with investments don't know what theyre doing - I ain't going short on NVDA/GOOG.

Retired-Programmer

Definitely options are more risky, but can be very profitable. I have had GOOG call options since about 2012 and have made tons. And have had to sell quite a bit of them overtime because they became too large for my portfolio.

skilliard7

> Second, Google has trounced the QQQ by 1.5x over the past 5 years and by 2.5x since Sundar became CEO. This is mainly because the market is not properly weighing the companies risks within the stock price and is overhyping the potential of AI. GOOG is pretty underwhelming the past 5 years compared to other MAG7 stocks like Tesla or Nvidia >Google dominates every market it plays in Search, Ads, and Youtube (kills Netflix by a wide margin). They are priced based on maintaining this dominance and growing, though. The real concern is they will lose this dominance to OpenAI and X AI

option-trader

I see the Cisco meme has moved from NVDA to GOOG. NVDA's ttm p/e at 45 is closer to Cisco's 190 than GOOG, but both are not even close to Cisco's 2000 price. I wouldn't mind seeing NVDA at $767 or GOOG at $1,924 per share just to reach Cisco's 190 p/e.

chriswasmyboy

It has more to do with stocks like ORCL -40% in a rush that the indexes down 6-8%. ORCL has a debt equity ratio of 5.24, which is incredible gambling. GOOG by comparison has a debt equity ratio of 0.09, 1/60th of ORCL. Which is a big reason why GOOG is essentially right at an ATH, and ORCL is crushing the buyers the last 2 months.

Riskismyapellido

ok. Then let's take 10 years. NVDA is a crazy outlier. Just like BTC. But in another note: It doesn't matter that NVDA outperformed BTC. BOTH were/are tremendous investments. So just do both: My conviction plays over the medium to long term horizon (12-36 Months): GOOG, RBRK, ZS, TXN, BTC

invain62

These comments always show how much investment knowledge redditors have. Webull has almost $2B in cash, net earnings are not as important for companies in high growth phase. Current price to sales is 10 which is barely more than GOOG. If they can continue to grow sales at a good rate margins can be improved easily.

og_kbot

Tech sentiment really shifted in the last couple of weeks: "MSFT and META no longer my friend. GOOG is my new best friend now."

ButterPotatoHead

They own about $60 billion of AAPL so the $4B of GOOG is a very small position. If Berkshire changed their views of the risk/reward of tech stocks they did it 10 years ago.

GringottsWizardBank

Is about hysterical that people have been shitting on AAPL for not spending $100B+ on cap ex building out its own infrastructure while simultaneously questioning what the hell the cap ex was even for. Meanwhile GOOG was silently becoming the front runner and cutting deals with AAPL. Their marriage is so so sweet

likwitsnake

meanwhile GOOG in its lane moisturized thriving

jensenskawk

GOOG TPU is made by TSMC. Everything comes down to TSMC

Queasy_Soil9646

I have GOOG puts

jensenskawk

GOOG vs GOOGL? GOOGL looks like it has a higher average volume. Does it matter which one to trade?

iMakeGOODinvestmemts

$GOOG winning AI and killing openai. Read 1/ Right now, Nvidia is the "Arms Merchant." They sell the H100s. Everyone pays the tax. Their entire stock price assumes they keep ~75% margins forever. But Google just made a move that changes the physics of the board. They aren't trying to sell chips. They're trying to make chips irrelevant. 2/ The setup is simple: Nvidia makes money by keeping hardware expensive (High Margin). Google makes money on ads/services, so they want compute to be free (High Volume). These goals are incompatible. In Game Theory, this is a "Structural Conflict." 3/ For years, Nvidia had a "Hold-Up" on the industry. You want to do AI? You pay the Nvidia tax because CUDA is the only software that works. It was a monopoly based on fear: "Switching to another chip is too risky. What if the code breaks?" 4/ Enter Gemini 3.0. Google trained it on TPUs. They run it on TPUs. They don't pay the Nvidia tax. This means their internal cost-per-token is structurally ~50% lower than OpenAI's (who has to pay Microsoft, who has to pay Nvidia). 5/ (This is the part that clicked for me) Google creates a "Price Ceiling." If Google sells intelligence for $1, OpenAI can’t sell it for $2 just because they use expensive Nvidia chips. OpenAI must match the price to survive. But they can't. Not while paying Nvidia's margin. 6/ This traps Nvidia’s best customers in a corner. To match Google’s prices, Microsoft and OpenAI are forced to build their own chips (Maia) to stop paying Nvidia. Nvidia’s own pricing power is exactly what is incentivizing its customers to destroy it. 7/ So where does the equilibrium settle? I ran the scenarios. It leads to a split. Zone A: Discovery (Nvidia Wins)Researchers still use Nvidia because speed matters more than cost. Zone B: Utility (Google Wins)Once a model works, you run it on cheap custom chips. 8/ You can see the strategies shifting in real-time right now: Google: Aggressive subsidies ($350k credits) to get startups to rewrite their code off CUDA. Nvidia: Bundling software (NIMs) to make leaving impossible. It's classic "Free Drugs" vs "Golden Handcuffs." 9/ If you are building in AI, here is the "Tripwire" to watch. Ignore the benchmarks. Watch the Token Price. If GPT-5 class pricing drops below $2.00/1M tokens, the "Nvidia Tax" is mathematically dead. The market is fleeing to custom silicon. 10/ The one question to ask your CTO tomorrow: "If we had to switch from Nvidia GPUs to Google TPUs or AWS chips tomorrow, would it take us 1 week or 6 months?" If the answer is 6 months, you are the "sucker" at the table paying the tax. 11/ The takeaway: In a gold rush, it's usually good to sell shovels. Unless your biggest customer decides to invent a steam shovel just to stop paying you

Singularity-42

All while GOOG is down 1%...

aggthemighty

Yeah it became almost a meme in that sub, with some users complaining about how often GOOG was being mentioned

Last_Cauliflower3357

Everyone was shilling GOOG earlier this year in the value investing subreddit. I bought some shares and I am really happy with the decision tbh

Hungry-Brain-3287

100% facts. What I was saying is that I am not sure they inverse on Google TPUs. I am one of the biggest GOOG permabulls you'll meet. Goog is gonna pump while others dump because that's what winners do after being held back during a bullrun. It could go up another $50 from here, easy.

FitY4rd

Just buy GOOG, MSFT, META and AMZN so you have bets on all AI hyperscalers in the race.

waterpup99

Don't have calls I hold the stock long. I know you're kidding right? The fund had 3 year performance of -26.09%it's publicly disclosed. The majority of his investors withdrew their funds and he closed scion issuing a public letter saying he doesn't understand the market. OpenAI is not a material hyperacaler nvda is going to do $300B of revenue this year and much of it will be with MSFT GOOG AMZN three of the most highly liquid profitable companies in the world. It's "circular investments" which are publicly disclosed in section 18 of the most recent 10q consist of up to 10B in anthropic and approximately 5B per year going forward in cloud data services, which is a market that just did $720B in revenue last year. Both amounts are immaterial to NVDAs balance sheet and their respective markets. Yes I work in the financial space. No i will not be entering this sub or bothering to comment on reddit investment threads again because my god the ignorance is baffling.

modder9

I thought the NVDA chips GOOG buys are for GCP customers and that Gemini uses TPUs. Correct me if I’m wrong tho.

trix_is_for_kids

I wish GOOG would go down 44%

modder9

If you believe in GOOG, shouldn’t it inverse/outpace NVDA since they use AVGO/TSMC instead of NVDA?

Zipski577

Great trade. I have most of my retirement accounts in ETFs like VOO/ QQQM so I don't personally full port or even like to own large cap tech names as individual stocks because their correlation is so high and they all have a beta of like 1+. I've traded in and out of META/AVGO/NVDA at times.. But GOOG is one that I definitely am willing to own in my brokerage stock portfolio. Outside of search/ AI/ cloud/ ads trades, YouTube is an incredibly undervalued asset/ segment that could trade as an individual company and gets so much content for free/ much lower cost than the billions other platforms are producing (thats mostly shit). And Waymo hasn't even really generated revenue yet. As we've seen recently they've started to diverge from being totally grouped into the AI trade with mega techs NVDA, AVGO, AMD, PLTR, MSFT, datacenters, etc. And don't have a CEO/ founder that's a "face" of the company really which can hurt at times/ command less of a market premium markets react when guys like Elon/ Bezos/ Zuckerberg/ Cook/ Jobs/ Gates act out or part ways. Great business.

callsonreddit

LLY was under the radar for me since i avoid pharma stocks due to rug pulls. But i feel this and GOOG are safe stocks

lemons714

I don't have the time right, but earlier this year (spring/summer), when GOOG was much lower, I remember a lot of positive comments. My memory can be sketchy so who knows, but I feel like there were a lot of undervalued stock comments that made me feel better about it.

LargeSinkholesInNYC

I wouldn't buy NBIS until AMZN, MSFT, GOOG and NVDA makes an all-time high.

MrBlack1111

Steady revenue growth, good forward P/E ratio, strong cash flow, stock buyback program.. now they started investing more in AI.. their parameters are good, but investors are sceptical, like they were about GOOG, because they believe AI will kill their business, but that won't happen any time soon.

Hungry-Brain-3287

GOOG remembers the dotcom bubble... Sam Altman was about 5 years old.

brjh1990

GOOG, RDDT, MU, AMZN, TSM are my top picks right now, I have recurring buys on those. Another (small) position I just started is HOOD. Looking for a really nasty drop before considering NVDA.

No_Proof_2736

I have been buying GOOG, AAPL, MU and AMZN. Huge NVDA fan too but over-concentrated and letting off the gas a little.

quokka1234567890

Yes pump the fuck out of GOOG

Bababbouey

Bought 330 lotto call for GOOG this week

tweek-in-a-box

> GOOG is saying fuk AI More like "here, let me show you how to monetise this shit besides charging users".

Chokeslam2Hell

I sold my GOOG calls about 3 weeks ago for a $1k gain and bought NVDA calls, down $8k 😟

Hi_Keyboard_Warriors

I got enough GOOG bro. If I add more that would be like 60% of my portfolio. Want some high risk play now. Enough with blue chips

touuuuhhhny

Now printing half a billion in free cashflow (already = will just keep growing), growing ad rev by 74%, i18n going great because GOOG 🫂 RDDT, etc. Absolute no-brainer if your investment horizon is 12 Months+ and you don't freak out about volatility.

cbusoh66

I believe Warren saw my comments about GOOG [when it was below $200](https://www.reddit.com/r/wallstreetbets/s/tp2t7nv5ka) and decided to buy, rascal is yet to send me a thank you gift! 😉

Negative_Win_5117

PYPL for the risk averse degenerate gambler. GOOG if you believe the bull run has at least 6 months of retard strength. MU if you know how to put in a GTC close order and get out while you can.

jensenskawk

GOOG calls seems easier

shortyman920

I mean they are the first 5 trillion market cap company. It won’t be a straight line, dips are expected. They’re still in a winning situation due to how well they’ve navigated and struck on opportunities. The market will just have some hiccups sometimes. Like GOOG is Reddit’s darling of the mag7 right now and they were basically flat for 2 years

skilliard7

OpenAI has tens of Billions of funding. GOOG is wasting its profits on stock buybacks.

PResidentFlExpert

GOOG is the only ticker I never sell, it exists outside of my allocation strategy and grows on 10% of my day trading profits. I dumped 100% of my equities 16 days ago except Google (and a junior gold miner that’s gone down but we don’t talk about that). Obviously been buying back in since then but it remains the only individual tech stock I’m holding.

SpliTTMark

In August 2025, the consensus analyst rating for Google's stock (GOOG/GOOGL) was a "Moderate Buy" or "Buy", with the vast majority of analysts recommending it as a buy. [1, 2, 3] Analyst Ratings Breakdown (August 2025) Across various financial sources, the general sentiment among analysts was highly positive: • Consensus Rating: The average rating was a "Moderate Buy" or "Buy", indicating that analysts believed the stock was likely to outperform the market over the next twelve months. • Specific Ratings: As of August 2025, a large majority of the approximately 40 analysts covering the stock recommended it as a "Strong Buy" or "Buy". A smaller number suggested a "Hold" rating, and none recommended "Sell". • Price Targets: The average price target was around $211.53 (as of Aug 23, 2025) which suggested a potential upside at the time, although current price targets are much higher due to stock appreciation and subsequent analyst target boosts in the following months. [1, 2, 3, 4]

jensenskawk

GOOG went from “dead, shitty AI” to “king, future of AI” in 1 year

fistingtrees

Which analysts were saying Google was dead 3 months ago? If so they are dumb as fuck. I’ve been loading up and telling everyone I know to buy GOOG

qaswexort

I don't see what GOOG gets out of that. 1B/year is a pittance, they are not allowed to advertise it as Gemini, and since it's on AAPL private servers they don't get any data

jensenskawk

Once AAPL rolls out its new siri with GOOG custom model, both companies gonna join the 5 trillion club.

MikuEmpowered

If you already have the baseline knowledge. Time for application. Either trade or paper trade. Here's the thing: the reason OP was able to get so cheap is because no one think it's going to be that big of a decrease, that's why it's 0.09, and as soon as the market slides, it went to 6+. Most stock option I trade were 0.7-3 dollar entry. Which is 70-300 per play. For recommendation, I would recommend larg-medium at the lower half of the S&P, where their fundamental are solid enough and price not as drastic for a play or two.  Alternative roll with GOOG or SPY and do paper trade, but this requires you to pick the strike price and pay attention to fluctuations, it's alot more work than just regular stock price. Because every strike has different Delta and exp date effecting it.

yespleasethankyoy

I remember when I bought GOOG back in April for like $155 and sold at $160 smth……fml

Damerman

Up 23% this past week… wanna know why? Because i bought the right stock… GOOG

jensenskawk

Sold 160k worth of CSPs yesterday on GOOG AAPL NVDA AMZN and they are already printing. Gonna get long dated SPY calls.

Got_Item

GOOG closed 15% above max pain even tho fkn SPY closed almost exactly on. Now That's What I Call Motion™

ThatGuyFrmBoston

GOOG is gonna say fuk AI an keep pumping … 400 coming soon

jensenskawk

NVDA has made the “5 trillion” club the norm. Next up is GOOG AAPL AMZN

Strig1

If I learned 1 thing this week it’s buy ANY dip in GOOG

Hungry-Brain-3287

$GOOG gang... assemble!

penguinpandapear

Warren Buffett said that he tries to invest in businesses that an idiot could run because eventually one will. Sundar is no idiot but I think Google’s success comes more from the strength of their business model and quality of their properties (YouTube, DeepMind, Android, Chrome, etc.) than Sundar Pichai’s leadership. I am open to accepting that Sundar Pichai is a great corporate leader but I want to see more results first. If Google becomes the most valuable company in the world under his stewardship or they win a dominating market share in ai or an “other bet” pays off significantly I’ll happily admit I misjudged him. Position: Most of my net worth = 2000+ GOOG shares using significant margin

jensenskawk

GOOG 305 is possible next week

Ok_Rent5670

GOOG 350, RDDT 400, LULU 250!!!!!! I'll be a happy man if this happens for Christmas.

Defiant-Pipe4468

I am an early-career professional that has started building an investment portfolio over the last year or so. My long term goal is to save for a house, but in the short term, I’m mainly focused on building a diversified portfolio that isn’t too dependent on one specific sector / area. My current portfolio is broken down as the following: 10% in GOOG (my only single company stock) 10.5% in QQQ 17% in XLK 36% in SPY 20% in SWVXX (Money Market fund that serves as my emergency fund) 6.5% in cash on hand I want to diversify a bit more into other geographies or other ETFs. While I have probably a bit more risk tolerance given I am still early in my career, I want my investment portfolio to be a “set it and forget it” exercise that I make regular contributions to. Does anyone have any advice / suggestions for good options to continue building? Thanks so much!

jensenskawk

GOOG AAPL full port

jensenskawk

All the money rotating into GOOG - the next 5 trillion dollar company

Sandvicheater

Sam Altman himself admitted chatGPT is getting cooked by GOOG Gemini and paired that with the Daddy MSFT divorcing from openAI, things are not looking to good for openAI IPO. If Altman wanted to cash out a trillionaire and leave investors the bag he should've IPO'd months ago

Sandvicheater

Not to mention GOOG has a huge lead in quantum computing compared to everybody else once they pair quantum with Gemini, openAI is left in the dust as an extinct dinosaur

xironically23

Lost 500 on an 192.5 Nvidia calls since yesterday and made it back with 297.5 Goog Calls today, everyone praise GOOG 🙏

deal-Gate922

Is GOOG ever going down again?

Low_Plastic363

No, because I exited cash gang and went full life savings port into VOO and GOOG about an hour ago and I want to feel good about my decision.

reactzzzz

GOOG investors today https://preview.redd.it/w0f9lo0s1o2g1.jpeg?width=1024&format=pjpg&auto=webp&s=95337d6e8f011b9833ef36b90311d4285721b8ca

Diamondhands4dagainz

GOOG is insane. Look at the chart holy shit, it doesn’t go down anymore

FollowingAway9452

GOOG isn’t a stock anymore, it’s a religion. I’m just here for weekly sermons from Sundar.

Cockballzz

GOOG is officially #2 over MSFT I think in 2026 they will be #1 over NVDA

Low_Plastic363

Okay, boys. I am retiring from options play for the rest of the year. I set aside my short-term caps gain taxes in a HYSA and plowed the rest into GOOG and VOO. Enjoy the roller coaster. May you all enjoy massive volatility gains from here.

iMakeGOODinvestmemts

Sam altman 2 years ago:" We will end Google and win everything". Sundar pichai & demis hasabis: => nahh man. Don't think so. =>releases best video model, Llm, image generation all for free & integrates Ai all across ecosystem. => Doesn't finance externally because Google makes $135B in profit after $70B in buybacks, 90b in Capex, 13b in dividends & $40b in acquisitions a year. =>$GOOG wins cloud contracts for $155B backlog, growing more then AWS/AZURE. Builds data centre for cloud all over USA. Biggest in the world for India, first in turkey, all over Europe for the eurpoors. => picks up side project. Builds underwater sea cables to connect the entire world with internet and makes others pay for it $$$. =>people scream "But..but google search is dead. Ai browsers and Llm will kill google search brooo" =>GOOGLE EARNINGS: SEARCH ACCELERATE AT 12% on $250B! 85% market share on chrome. People can't stop click ads. more profit at 70% margins. => market panics....maybe google was the leader? Not sure, but let me invest $100B in no revenue quantum shitco or AI company with no product. => Google Cooks... supposed self driving leader. Tesla???? Hold up. 3000 waymo cars. USA 🇺🇸, London 🇬🇧, Japan 🇯🇵. On track to hit $1B revenue as scaling goes exponential. Builds mega plant in USA to ship waymo like Chinese made toys => market: wait..but.. you aren't supposed to..search?? => Google: NOT DONE YET. 2% of all human watch time is yotube. Gets 15% of all watch time on anything. Prints more $ then $NFLX. ADS keep pumping. Premium users increase daily. => $GOOG: beat after beat after beat....Even Donny T. tells judges to stop lawsuits and let google COOK. no legal fears for google. => starts to ship weekly. Android for PC, Ai browser, first company with ADS in Llm, Apple x gemini, Salesforce x gemini, meta x gemini... Scam altman: " oh shit....ummm. we are announcing a deal with openai and nvida to get more money to burn. We spent $5b on AI slop SORA which lasted 2 weeks and now users have left. We will be profitable, we just need more GPU. Jensen pls" Google in 2 years: => "Alphabet buys OpenAi after bankruptcy for $5m"

jensenskawk

Sold a GOOG covered call at $307.5 strike. Already -120% LOL. GOOG gonna be at 310 by next week.

NoDiver7283

GOOG

Diamondhands4dagainz

What a day. We could end up at 668/670 by EOD. GOOG is pretty much back at ATH lmfao

Onurb86

GOOG can reach 350 nu EOY

obamakare

Puts on GOOG. No way it stays at ATH numbers

EscapeHistorical178

So make the logic, IF APPL is going with Gemini, and Google makes OS available, there is extension to APPLE ecosystem, this is a strong suite where there is massive support for. I believe GOOG is underpriced.

iMakeGOODinvestmemts

NEWS $GOOGL $GOOG Rotation in MAG 8. $META , $MSFT, $AMZN ROTATING INTO $GOOGL AS GEMINI IS MAKING WAVES IN AI AND CAUSING PROBLEM FOR AI. SEARCH EXPECTED TO GROW 15% YOY WOOOOOOOOOOOOW!!!

pineapplekiwipen

GOOG oh yeah

EscapeHistorical178

GOOG: The Market cap is currently $3.6T with OS pursuits this alone will rally the Ticker, if they execute and GOOG sees promise in this area of development its worth at least $6T from worldly view of everyone or mostly everyones exposure to the OS itself, mikes Gemini, a powerful Duo. I stand by Warrent Buffet. Money is being spent and Google is a moat of resources, they unlock architecture, developers that may soon have a job with them will be an asset to bringing this architecture to life. This is speculation but very plausible and the overall market hasn't priced it in yet.

EffectivePoet4572

GOOGL and GOOG crew here we go

EscapeHistorical178

Now Boys, BUY CALLS ON GOOG. Money maker right now.

jensenskawk

Did not regret full porting to GOOG AAPL AMZN NVDA

Lovevas

Yeah, I believed from the beginning when ChatGPT was out that openAI is not a threat to google, and GOOG started to crash, and kept adding GOOG to my portfolio, with avg cost slightly above $100, and holding until now, only to trim a little bit at around 300.

iMakeGOODinvestmemts

V between dua Lipa legs Or V IN $GOOG & $SPY TAKE YOUR CHOICE