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 think you're replying to me) I started a little too early in mid January. First purchase was 5 for $6.80/contract on 1.14. Then kept on adding 2-12 at a time all the way down to $2.67/contract on 2.12 and 2.23. Now I need GOOG to do the same. Im down bigly on my January 27 calls. I'll be catching that falling knife now.
mag7(Msft,GOOG, AMZN) is selling cloud compute services to these unprofitable companies
Well, you know, the tech companies, and how? GOOG is there, and Buffet saw it. But the P/E and bubble means I guess not
My GOOG $340 CCs expire March 20. I need GOOG to pick it up so I can sell a higher strike in a few weeks.
Tech concentration isn’t automatically bad — it’s just concentrated risk. If GOOG/MSFT/META are a big % of your net worth, you’re basically long one factor: large-cap growth + AI narrative. It works… until it doesn’t. Alternatives can help, but only if they’re *truly uncorrelated*. Many “steady compounding” platforms are still indirectly tied to market liquidity and macro cycles. Personally, I think balance matters more than diversification theater. You don’t need 20 assets — you need exposure to different drivers: * Equity growth * Cash-flow / yield * Hard assets (commodities) * Possibly systematic / tactical strategies That’s actually why I focus on Forex and commodities in Alphamind. Currency and macro flows behave very differently from tech equities. When stocks are choppy, FX often trends cleanly. Different engine. You don’t diversify to reduce volatility. You diversify to reduce *single narrative risk*. If you can emotionally handle drawdowns and your income is stable, trimming a bit into broad ETFs or macro exposure makes sense. Just don’t buy “alternatives” blindly because they sound smoother. Understand the driver behind each asset. That’s the key.
The other side is IBKR charges for EVERY equity shorting. Even Msft, APPL, GOOG, etc... IBKR 'Markets' to a Much different crown than the Big Brokers. Also any HTB fees at like Fidelity/Schwab are Double + at IBKR. They marketed getting paid to borrow your shares, yet all the brokers do it now. For me IBKR is a Joke!
In your mid 30s being equity heavy makes sense, but being tech concentrated is a different question. GOOG, MSFT and META are great businesses, but they’re still one sector and heavily correlated. If tech underperforms for a decade, that concentration will feel very different. Broad ETFs don’t necessarily lower returns, they lower the risk of being wrong about one theme. Alternatives can smooth volatility, but they often add fees and complexity without guaranteed outperformance. If you’re fine with volatility, maybe the cleaner solution isn’t alternatives, it’s just widening the equity base a bit. Concentration builds wealth, diversification preserves it. The real question is which phase you think you’re in.
Meh. Goog is way oversold for some reason. I might double down on GOOG and MSFT.
GOOG backed off from WBD deal too!! 🥳
After GOOG, NVDA and now RKLB, I’m tired boss.
Comparing PLTR to GOOG is peak regard
Loading up on PLTR. This is GOOG at 150 a year ago story. Watch!!!
Why does MSFT half ass everything while promising the opposite? They told us windows phone was here to stay, and axed it. Cortana would always be our ai companion, obliterated. VR would enhance the desktop experience, gone. Win10 would not end and stay with lifetime updates. Everyone knows CoPilot is next. At least GOOG and other companies don't make these promises to start with. There's entire companies that have made these 'failed' sectors of Microsoft with successful implementations that became their whole business. Satya is running them into the ground faster than Gates flew them to the moon.
Loaded my asshole up with GOOG and MSFT before close
but were you green today? Still good though... GOOG is my biggest position, so it dragged my port down to negative today. My cost basis used to be like 180, now its 218... but i also bought like 4 leaps 320 strike when it was coming down to like 317 this last time... those are still pretty red... oh well '28 expiry isn't gonna be a problem I'm thinking.
I remember when it was like $3. Also remember when GOOG was like $2 (all splits considered)
Why are the GOOG & MSFT logos the same colour? Shit’s cringe
# can you imagine spy going green with NVDA & GOOG declaring bankruptcy on the same day
Should I rotate GOOG into MSFT
GOOG & NVDA: Two companies that are insanely profitable and well-positioned at an unprecedented scale. 🥭 market: puts it is.
GOOG fighting for 305, it should have been fighting for 405 now 😡😡😡
It's ok for people to ask for the market to spare AI stocks growing 30% YoY while still only at 25x - 30x PE. E.g. networking bottlenecks, etc. I do now own 2 Mag7s, GOOG and AMZN, but haven't owned NVDA since 184 last fall. Saw this coming as it needed to rerates its PE.
I unwinded the last of my ASML position because of this. We're definitely in the throes of the AI CapEx supercycle, but the moment one of the hyperscalers flinches, the ride down will be gnarly. It could be two years from now, but the time to buy into the shovels was 2-4 years ago. I'm debating on GOOG. They've proven their ability to reinvest in the business and continually fend off competitors, but I don't like to see FCF multiples compress like this to starve out AI labs.
Honestly with GOOG i don't think you have to. Revenue is still mainly Google Ads, and it doesn't seem like it's slowing down anytime soon.
I have NVDA, GOOG, META and MSFT. Can’t get more regarded.
The hedgies are fucking up GOOG again
MSFT GOOG NVDA is the best MAG7 stocks in terms of profit margin, net income, and revenue. i sleep like a baby full porting MSFT
How can you have GOOG bags is beyond me man, it's a classic example of regard betting on winning horse, but somehow still losing.
Went CALLs shopping : AVGO, GOOG, NVDA - looked like good deals to me. God bless.
GOOG Foward P/E 20 now, value territory again?
AI doomers are fucking pussies is my conclusion, people think it makes them sound smart when they say "it's a bubble" even though they're just as uninformed as the evangelists. i'm actually kinda rooting for all those smug boomers to lose their jobs, the one fucking thing they derive their identities and ideas of self-worth from because they're cucked into believing it by Big Daddy Capitalis. Work makes free, and evil AI will take that away. PUMP MY FUCKING GOOG BAGS
GOOG is getting killed because of exposure to ASIC & TPU technology. it has a worse ROI because it is more specialized than NVDA gpu tech
Why did GOOG lose their entire pump from last week lol. Like, what was the point?
All my names are getting gaped… NVDA, MU, GOOG, ASML Only one that isn’t is PLTR ….. oh wait, never mind, just end me.
The top would be in once companies like NVDA and GOOG start missing their earnings. This is just the obvious move to fuck over option traders.
But seriously, what do they even want from NVDA and/or GOOG?
GOOG Foward P/E 21 now, value territory again?
Calls on Spy, QQQ, NVDA, GOOG, AVGO
Just remove GOOG and NVDA from SPY for today pls
I fucking hate this market. GOOG beats and it’s been non-stop pain. NVDA beats and they tank. And the next time I’ll sell before earnings you know that shit gonna fly. Fucking clown market. Fuck my calls.
Not very often in recent times have you seen MSFT up a decent amount whilst SPY, NVDA and GOOG are down. Good sign for a recovery.
I have a sense this will be the year you want to sell CCs on GOOG pretty consistently. Great company, but the time to buy them was last spring/summer.
Yes keep consistently investing in the S&P. If you want to add more risk a nasdaq index like QQQ is fairly safe. It will be more volatile than the s&p but still not as risky as individual stocks. My trading portfolio is 50% VTI and a mix of QQQ, GOOG, AAPL, AMZN, and BRK. I do “the wheel” and sell covered calls for a little bonus. This is a fairly low risk way to eek out a bit more gains.
And GOOG continues to be shit
Traders betting markets go lower! so wrong! AI winners my op: NVDA, AVGO, AMD, OpenAI, SNDK,APP Not so much winners my op: Anthropic (lack distribution /partners/cash), MS, AMZN, GOOG, ORCL,META, MU - anyone spending - forced. We may see shift in valuations fm bottom names to top
until the "market" (hedge fund managers and algorithms) realize that we don't have enough power for the data centers promised, the AI trade is gonna continue. It'll become a smaller set of companies tho, by the end I assume it'll be like $NVDA and $GOOG.
A combination of Tech and more diversified is probably best (imo). Not only does it smooth things out but it gives you opportunities to capitalize on swings on one side or the other. For example, tech dropped a lot pretty recently. This gave me an opportunity to buy the dip by converting a chunk of VTI and buying META/AMZN/GOOG when it dropped. If someday the market rotates back and those stocks are up a lot more than VTI, I might sell and rotate some of that money back into VTI. It's also a lot easier psychologically when your port is down 5% when tech is down 20% rather than being down 20% :P
Hey everyone, looking for some outside perspective on my portfolio setup. I’ve been trying to move from randomly buying stocks into something more intentional and structured. **About me:** * 31 years old * Long-term strategy but targeting stronger growth over the next \~5 years * Stable income (\~$130k/year) * 90k in savings, 30k in 401k * Fiance makes 100k, and has about 100k in a 401k, and 45k in savings. * Comfortable with some risk/reward but not trying to gamble everything Right now I plan to take $40k from my savings to start my investing and plan to add $750/week consistently spread out to my portfolio. Here’s what I came up with: |Stock|%|Initial Amount|Weekly| |:-|:-|:-|:-| |VOO|22%|$8,800|$165| |SCHG|22%|$8,800|$165| |MSFT|6%|$2,400|$45| |GOOG|12%|$4,800|$90| |SMH|10%|$4,000|$75| |NBIS|6%|$2,400|$45| |ASTS|12%|$4,800|$90| |RKLB|10%|$4,000|$75|
> AI industry Isn't GOOG the King in the 'AI Industry'?
its Joever most tech stock ER moves have been red, GOOG, AMZN, AMD, NVDA sell everything
I mean, GOOG did the same thing a couple weeks ago
It probable came from the $600B pool of money that MSFT, META, AMZN, and GOOG put together. All of their business are legit, so this money is probably legit too. Someone needs to grab the biggest chunk of that money, it might as well be NVDA.
I think GOOG is the exception
Same. Just gonna hold on to mine. Rather put more money in GOOG now its at a discount
As long as this pumps MSFT and GOOG
What a silly way to argue this lol. "If you're not willing to go 100% in a single equity, you don't actually believe in it." I'm long on both GOOG and ADBE.
$GOOG Who the heck buys $GOOGL?!
Yea, I remember those days. I remember telling them to look at the fucking profit margins. Their net income were consistently 50% of revenue. That is just insane for a mega cap. Not even MSFT or GOOG could produce that type of profit margins.
GOOG’s continued bull run is now CONFIRMED. thank you
Wow did I finally time GOOG right?!
GOOG sticker literally looks like it’s off.
GOOG is an NVDA hedge these days
30% MSFT, Meta, GOOG 60% SMH, NVDA, MU, TSMC 5% GLD 5% SGOV
I’m split 50/50 between MSFT and GOOG. Might full port MSFT here
Its hard to say - in some ways this is bullish consumption SAAS I think, but in others maybe bearish SAAS specifically... ai infra hardware has run like u said - AMZN/MSFT/GOOG for cloud exposure might be safest atm? Idk
Just wanted to say thanks again to the random person in the daily that mentioned FRMI when it was at $9.00. Fuck you GOOG and fuck you too AMZN
If GOOG could wake up that’d be great
Fucking GOOG and fuck my past self. Would be up $2,000 on the day but no, past me decided he wanted to lose $1,000 on GOOG calls
MSFT and GOOG take turns being the cuck of the day sitting back and watching as everyone else rips up
Why is GOOG trying to shit on my lottery QQQ Calls
GOOG red just like every day
Would be having a much better day if it weren't for GOOG
GOOG needs to start committing fraud cmon
Will NVDA drop like GOOG tomorrow? :(
You’re never gonna believe what MSFT, META, AMZN, and GOOG committing 600B of spend in 2026 does for the company theyre going to give large part of that money to.
So they be rotating money from GOOG to NVDA, hmm...
GOOG gang checking in ☝️
My copium is that people will sell GOOG and rotate into MSFT.
All of those stocks are down since Oct. Funny I wrote this post and bought these stocks a week ago and they’re all mega up today except GOOG
Nah, I don't touch 0dtes anymore. Too exciting, so I know I wont act sensibly. I want it to feel as boring as possible when I'm trading! I usually stick with stock options and wait for good opportunities. I posted another comment with some more details and with my biggest % wins over the past two weeks. But this has mainly been AMZN, GOOG, NNE, VNDA, and XSP (a little bit from SERV and ENVX too).
Mainly AMZN and GOOG, some of which is still running. Went in too early with both and got badly burned (which is why I ended up down $2k). Sold some and rolled down the GOOG (was $340c 3/20, now $310 3/20). The dip kept dipping so I averaged down more than I should have but got lucky. Had some NNE calls I bought when it dipped under $24 last week, a 3dte XSP 690 and 694 call I bought when we hit ~680, and some VNDA calls last week before their FDA PDUFA decision for Bysanti. Here's some of my biggest % wins https://ibb.co/SDmtMJB6 https://ibb.co/JRQmKCRT https://ibb.co/vxZSQhq3 https://ibb.co/1tVSQDJr
GOOG the best mag7 right now... And just laying there asleep. Someone poke it with a stick
MSFT and GOOG, please do something.
EVERYTHING IS GREEN EXCEPT FOR FUCKING GOOG WTF?!?!?!?!?!?!?! Even MSFT is green
Ugh. I’m down nearly 30% on my 6/27 LEAPs purchased a little before earnings. I’ve been averaging down but she just keeps dipping. I also think GOOG has an excellent position in the AI world but fuck me is this testing my patience.
I'd be good with that . As long as you own other ETFs :: International . value , Small/mid as well . That's me , For full disclosure long AMZN. NVDA META, and GOOG thru XLC I sold My RSP options yesterday (THE OTHER 493)
TSM GOOG MSFT NBIS AMZN type shi