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
For a 5-10 year horizon, the honest answer is it won't matter, whether you buy dec 30 or jan 3 will be noise in the long run. That said, here's how I think about it: Mega caps (AAPL, MSFT, GOOG, etc.): liquidity is always fine, these trade billions in volume daily - holiday slowdown still means plenty of liquidity, buy whenever you have conviction. Speculative / smaller names: this is where holiday timing actually matters a bit. lower volume = wider spreads = you might pay more on the bid/ask. If it's a smaller cap or something volatile, waiting until jan 2-3 when volume normalizes isn't crazy. The "january effect": some people sell losers in december for tax loss harvesting, then buy back in january, this can create slight downward pressure late december and a bounce early january. It's real but may be not reliable enough to trade around. Practical approach: \- mega cap: just buy when you're ready \- speculative: use limit orders (not market orders) to avoid getting bad fills on wide spreads \- if you're anxious about timing, split it - half now, half first week of january The bigger risk isn't buying on dec 31 vs jan 2, it's overthinking it and not buying at all. A few days of timing noise disappears over a 5-10 year hold.
I invested in DJT, NVDA, GOOG, CRMD, and POET
I fully agree with this. As long as you pair the picks with your own research and due dillengce, its absolutely an excellent supplement to stock picks. I made a great chunk of money thanks to GOOG, RDDT and NVDA this year and they're still a lock in for next year. I lost a lot on potential returns by selling PLTR and SOFI way to early which I regret but there's always the next opportunity.
Didn't his team add a nice position in GOOG just a few months ago?
My top picks for 2026: NVDA AMZN GOOG SIL GDX PM CVX KMI
I didn't mention GOOG coz personally I have a ton of it. But otherwise Goog for sure. the other ones I need to research a bit more
Holding GOOG since $100 and META since $90. But I am in doubt now if I should still hold. What's the point of still holding GOOG and META at this prices? They are not going to double in the next 2 years. If they double they will be like the US GDP, that's a bit absurd. Thinking about selling and moving into stocks that have a chance to double in the next 2 years, like moderna...
GOOG on dips. They will win the AI race IMHO
Exactly. What are your positions btw? I'm long on GOOG, but few options on them, just stock.
I’ve been using GOOG Gemini in active mode on my EarPods for a week now Game over, Fam. This thing isn’t far off from equalizing Scarlett Johansson in Her.
Can’t wait for open ai to crash and all my ops hit the breadline meanwhile my GOOG options moon Not sundar btw
Clearly shows u AI companies have trouble with monetising. The only winners in this race are big tech with deep pockets (GOOG)
"Is this MAG7 stock undervalued?" "NVO, GOOG, NVDA"
So many angry precious metal bears lmao I've never seen anyone mad about ASTS RKLB NVDA GOOG or anything else having a great year. Yall OK?
I'd say META and AMZN might be good 2026-2027 picks given they lagged this year. However I always thought META was always the weakest of the original big 5: Apple, Alphabet, Amazon, Microsoft, Meta. Mainly because it relied heavily on it's social network monopoly/duopoly and strong network effect moat while not having any other plays or tier 1 hardware. Google has Pixel/chome/youtube/waymo, Amazon has fire while basically being the most diversified of the 5, Apple specializes in hardware but also has the services, MSFT does cloud/xbox/enterprise/bing while strangle holding PC, etcetcetc. That said, I wouldn't bet that META goes under. I'd probably rank the Mag8 in terms of stability & relevance in the long run: 1. MSFT/AMZN 2. AAPL/GOOG 3. META/TSLA/NVDA/AVGO However maintaining stability and relevance is not the same as potential upside. I think TSLA might become way more dominant because of Elon's vision, risk taking, ability to get things done, and financial engineering options (with loans or other M&A with Elon companies).
Clearly Tesla and Nvidia GOOG for both (Waymo and TPU) Note: TPU would displace nvidias whole sales, but the fact that there’s a real alternative will drive nvidias margins way down. And their PE of 50 based on margins of 1000% valuation will likely lower below the mag7 level.
Can't do that. Like +30% of my portfolio is GOOG/GOOGL. Luckily for everyone else, I had to make some sales to cover down payment last year and sold some of my GOOG and gold including my SLV. Also sold OPEN last year.... plus LMT/SSO. Also TPR/CRM. Truly a disaster.
Sentiment was extremely negative this time last year, so if someone went all in GOOG at that time... yeah, that was a good move.
Everyone’s a genius that’s all in on GOOG.
AMZN robotics+ai==lower opex. GOOG because they will provide the shovels just like last year
Whatever cash reserves who had left this past April after the obliterating imposed tariffs, you should have bought NVDA: 94 on 04/04, now 190. AMD 78 on 04/08, now 215. GOOG 147 on 04/04, now 315 to name a few.
Moving into GOOG. Better late than never!
Possibly as a general rule you are right, but i’ve definitely outperformed the alternative using this strategy as it allowed me to scoop big positions in META, GOOG, TSLA on their large pullbacks. META the gold star for sure. When that dropped below $150 in 2022 I 10x’ed my position but I would not have been able to that if I didn’t have dry powder.
Theyre better than Tesla, but tgats about it. GOOG and AMZN for me, thx.
Cloudflare NET (bet on AI internet infrastructure) GOOG (bet on models + API layer) Intel (bet on American fab for AI)
Their core platforms print money, that about it **TL;DR**- Meta is still a safe enough hold, but if you want to change it up and roll the dice, head over to Google for a infinitely better multi-pronged attack in the Ai space. **main body of rambling** But their new product development is poor:- 1) rayban displays : predicting failure if they ever reveal builders 2) ai models - ***zero*** retail customer traction or business customer traction Number 2 is most worrying. They can definitely use the Ai inference to build new internal tools to improve their main revenue source, but I think the leadership is spending capex & opex like they’re going to be Ai infrastructure, with no indication of such (unlike Google & MSFT’s Azure) In my opinion (basically worthless, as it’s ‘vibes’ based — but anyway…) At each of their P/E levels (META / GOOG / MSFT), Goog has the biggest potential upside from their pricing for growth. At 30:1 for Meta and Google, it’s a *mild* ‘SELL’ for Meta, but a ‘BUY’ for Google. 35:1 for MSFT is a ‘HOLD’. This is based on what they’re currently generating revenue on and what they ‘might’: META: Meta’s reasonably achievable future growth is basically turning the crank on existing revenue streams; which are VERY ROBUST revenue streams mind you. GOOG: has the largest opportunities in productive Ai (*either inference for businesses, or products for retail — AND potential competition in the TPU space with nvidia. MSFT: has Azure business ***already*** cooking. Meta is spending like they’re competing for business with Goog and MSFT, but they’re absolutely not, and Zuck is behaving like a child CEO like it’s 2010 again. The better internal inference will definitely net value for them, but given where else you can put your money…
First year I’ve made 6 figures health >>> wealth Thank you to the following: ONDS, SLV, GLD, COPX, GOOG, LMT, RTX, EUAD, VYMI, RKLB
Got it, great info I switched my VOO recurring investment to AVUV instead to help me diversify a bit. My understanding is that VOO is basically just S&P500, in which case if tech growth slows down then VOO will reorganize, right? This leaves me with $75 biweekly investments in SCHG, VOO, AVUV and VXUS. Do you think that's enough diversification? My recurring investments are my primary contribution to my portfolio, but sometimes if I have extra money I'll buy dips in AMZN/GOOG.
The issue with WSB tops picks is survival bias there were tons of companies mentioned in Q1,Q2, Q3 repeatedly that fell off the face of the earth because their performance went to dog shit in later quarter. Remember GOOG was being shitted on on Q1-Q3 only in Q4 did it become the prodigal son.
The issue with this list is survival bias there were tons of companies mentioned in Q1,Q2, Q3 repeatedly that fell off the face of the earth because their performance went to dog shit in later quarter. Remember GOOG was being shitted on on Q1-Q3 only in Q4 did it become the prodigal son.
MSFT everybody been shitting on it every since the AI they use by Sam Altman turned out to be a distant shitty 2nd AI compared to GOOG so MSFT is pumping billions into their own in house AI free of Sam Altman's bullshit.
Back to the glory days when NVDA carries the indexes. We had a short break when GOOG took up that role. Imagine if both of them rally
MSFT They literally have a monopoly position in software/system integration for decades already, no competition yet and no competition in sight. Even if a new competitor appears some day, Microsoft is so much ahead that it would take decades to even just catch up with them. Literally everything digital on the entire planet relies on them in one way or another. They don't even need AI to remain profitable, their cloud profits will carry them for many years to come, AI is just extra profit for them, but not in any way a risk for them. Their existence is almost a necessary staple product like water, bread and electricity. Maybe not as exciting as GOOG or RKLB, but pretty much a guaranteed growth beating SPY YoY. They're almost such a safe heaven that I'd blindly put in all my savings into them without checking it more than once a year.
The Class A (GOOGL) shares have just about as much power as the Class C (GOOG) shares do. The private Class B shares owned by the founders have 10x the votes as the Class A shares do and have complete control.
still going for $320 GOOG by 2nd of January, i don’t care, take my money 🎅
I'm invested in GOOG and I look at AMZN thinking it's got a nice thing going. Only reason why I haven't already bought it is because I bought BABA as my "mega-tech retailer" exposure. Maybe the case is that AMZN is literally fighting everyone, on every industry, on everything, and all at once? Also the worst case where GPT/Gemini/Grok turning to shopping agents might not impact AMZN as much since they'll re-direct customers to AMZN so long as AMZN has the best price, shipping, product, logistics, returns, customer service, etcetc making it a bit more insulated than say GOOG where losing to GPT might mean the core search segment gets absolutely destroyed and Google turns into Yahoo.
I always thought you RYCEY dip buyers were just dumber versions of us LKNCY dip buyers. Turns out we were just earlier to recover and I should have dumped my LKNCY gains into RYCEY. Instead I bought RE, GOOG, and index funds. While I doubted you, I also don't think it's wrong to doubt either. I'm also happy for you guys got your W. You deserve it.
as somebody who’s paid for ChatGPT and now Gemini Pro, I can honestly say GOOG is leaps and bounds ahead. Literally in a prime data position to overtake Sam Assman
Well time to buy more 2nd Jan GOOG $320 C’s
i’m not having it, GOOG is king 🤴
where did my GOOG $320 manifestation go 😭
is the GOOG V in the room with us?
Can anyone please help point me to a tool for individuals that would allow for inputting a number of stock, ETF, and mutual fund holdings, and have it produce a % breakdown of specific holdings across the portfolio? For example, if I entered certain amounts of VTI and SPY and GOOG, the breakdown in total portfolio holdings shows %s based on how VTI and SPY are made up, not just "33% SPY." I recall Morningstar Advisor Workstation allowing for something like this, but that was for financial professionals. Thanks
Can anyone please help point me to a tool for individuals that would allow for inputting a number of stock, ETF, and mutual fund holdings, and have it produce a % breakdown of specific holdings across the portfolio? For example, if I entered certain amounts of VTI and SPY and GOOG, the breakdown in total portfolio holdings shows %s based on how VTI and SPY are made up, not just "33% SPY." I recall Morningstar Advisor Workstation allowing for something like this, but that was for financial professionals. Thanks and forgive the hijack, I posted this elsewhere with no reply.
Can anyone please help point me to a tool for individuals that would allow for inputting a number of stock, ETF, and mutual fund holdings, and have it produce a % breakdown of specific holdings across the portfolio? For example, if I entered certain amounts of VTI and SPY and GOOG, the breakdown in total portfolio holdings shows %s based on how VTI and SPY are made up, not just "33% SPY." I recall Morningstar Advisor Workstation allowing for something like this, but that was for financial professionals. Thanks and please forgive the hijack, I posted this elsewhere with no reply.
I agree that diversification across dominant players makes sense. My only pushback is where diversification turns into over-dispersion. Yes, the percentage return can end up looking similar on paper, but the dollar outcome often isn’t. Example: $5k in NVDA and it does +100%, $10k (+$5k) $1k each in NVDA, GOOG, AMZN, META, MSFT NVDA +100%, others +50% Average return looks fine (+ -60%) Final value ≈ $8k (+$3k) Same ballpark % return, very different dollars. Given how correlated these mega-caps already are, spreading too much doesn’t reduce risk as much as people think, it mostly dilutes the upside of the true winner. At that point, you’re halfway indexing, just with more complexity. My 2 cents
Just a common indicator to show a ticker $GOOG, $META $WEN
My GOOG calls passed the torch to my NVDA calls. Take me to the finish line Jensen
heavy beta, my GOOG 2nd Jan calls could rescue this though
GOOG hit w the nagasaki and hiroshima treatment at open
Yeah, that “hard part” is actually impossible. You can’t offer ads and offer true AI at the same time; you’re either trying to persuade me with and ad, or tell me the truth/fact with AI. They conflict. This is why I’m hesitant on GOOG.
Better DD than most. I’ll double my GOOG position thanks to this sound DD.
$AMZN. Undervalued. Parts are worth more than the whole, similar to $GOOG.
I'm already balls deep in GOOG leaps but I guess I can take out a loan
Overpriced and scared of YouTube. YouTube highest % of TV (like not PC/phone) time. Even a great company and at a high evaluation can be a bad deal. Whenever I consider buying their dip, I conclude that GOOG is a better buy. If NFLX’s PE came all the way down to 30 maybe but it’s still near 40
Bought 20k GOOG, 103% up on that
GOOG. If they hit AGI in the next year or two, I don't know what stops them
Wow. Must be in the air. I. myself and others of their own accord also have decided to lay off the ODTE options...mostly the big ETFs. Though the money is in options. So we are looking at the big companies options like NVDA and GOOG for example. They both look ready to take a strong run over the next 30 days ..so 2 -4 wk out calls are what we are considering.
Right now i am 65% VOO, 21% NVDA, 5% AVGO, 2% RKLB, 2% META, 2% GOOG, 1% ASTS, 1% RDDT, 1% APLD. Not diversified so much but 27% YTD at least.
META NVDA GOOG NFLX UNH AVGO ASTS Yeah...long list
$PSH - given how many posts here are Bill Ackman holdings (GOOG, AMZN, UBER, BN, FNMA)
Last year $GOOG was the most mentioned.... look how that turned out
NVO (first to fda approved oral semaglutide and already a beat up share price) NBIS (one of the "safer" high-risk high reward ai infrastructure plays with assets and income not directly related to data center play to lessen some of risk) AMZN (both ai and robotics growth without overleveraging) META (oversold money printer moving away from underperformed segments) GOOG (just a monster of the modern world whose PE hasn't hyper inflated to the degree many ai companies have despite continued growth and the resources to actually end up successfully achieving their goals) INTC (I just expect more movement towards intel as a hedge against China aggression towards taiwan) SOFI (great growth AND a high quality customer base should make SOFI look appealing compared to some of its higher risk peers in the year ahead as the K shaped economy intensifies) UUUU (has had success at creating some high quality rare earths donestically) FDX (based on market caps of competing LTLs like old dominion, the freight spinoff should create a lot of value if you get in before if it doesn't run up too much)
MU AMZN GOOG or NVDA leaps for this next year??
By the way - r/valueinvesting did me dirty many times, but GOOG was mentioned on every single post there. I’m thankful I added so much more - when it was in 140sz
RDDT, PSIX, and still holding GOOG PSIX is growing like gangbusters, trades at a 10-15x P/E, and does energy solutions for data centers. One of my best performers in 25 and think it will keep ripping in 26.
I don't have much savings but I had enough to buy 1 deep ITM GOOG contract that expires in 2027 and that's most of my portfolio. I'm bullish on Google so I consulted Gemini and ended up going with the deep ITM strategy to get leverage at low risk, though we did consider LEAPS as well. Google Deep Mind already has a few historic achievements under its belt that will continue to benefit humanity, and Demis Hassabis' goals are higher just winning the Nobel prize (awarded to people whose work has benefitted humanity the most). Gemini 3 Pro is a great model that can already enable agentic workflows for enterprise solutions that were previously impossible because the orchestrator agent was too dumb. Google is still undervalued. They have their own fabs for producing AI accelerated TPUs (compared to NVDA's general purpose GPUs), but unlike NVDA they are also a consumer of the benefits that AI is bringing. I expect that very soon you will see more and more people on the street talking with their phone's assistant (now powered by Gemini 3) to do pretty much everything. Only a matter of time until the assistant becomes the boss.
Besides GOOG, NVDA, and TSM, these honestly seem terrible. You belong here, regard.
Next week I will be selling my SPXL and buying GOOG to add on to what I already have. It might drop here and there but in Dec 2026 I'm hoping it will be at $400.
new here LUL I can’t hear u over the roar of my GOOG and NVDA april leaps and my McLaren 720s roaring in my hometown of Jackson Hole WY. Even if I never traded in my life I’d be eons wealthier than you without working a day in my life. Look at your bio and posts, and then look at mine. I own your stupid ass and can rip bag everyday and jerk it and manage to be better off than you - now keep getting rage baited and have a horrible holiday with your poor ass family.
He did if he would read the comments lol “GOOG, NVDA, META, TSLA, PLTR were the main long holds. I get that this growth isn't sustainable so I'm not expecting it to continue indefinitely. I might trim PLTR a bit”
Here are my ten: APH NEM TSM GOOG/GOOGL NVDA MRNA CRMD BE VTRS ARLO Check back next year to see how I did.
GOOG, NVDA, META, TSLA, PLTR were the main long holds. I get that this growth isn't sustainable so I'm not expecting it to continue indefinitely. I might trim PLTR a bit
I would say TSM and GOOG. TSM because they provide the chips that are necessary for AI and have a near monopoly, and GOOG because they will make good AI, and they also have a great business with ads, and all their other products in case their AI doesn’t pull it’s weight.
I think there are better buys than Netflix for sure. Its not cheap despite dropping a lot. If they can get the approval for WB studios and other related assets, I think they will be in a stronger position as their IP would be great. But that is still a huge question at this point. Among Big Tech GOOG and AMZN are better buys for sure.
These are all good. IMO, you should own a little bit of each: |Stock|Valuation|Upside|Safety| |:-|:-|:-|:-| |META|★★★★|★★★★|★★★| |MSFT|★★★|★★★|★★★★| |GOOG|★★★|★★★★|★★★★| |TSM|★★★★|★★★★|★★★|
GOOG, QS, SOFI bonus ETF UFO
I have owned all of those names except RR.L and TTWO. Not to discourage a new investor, but that’s a roster I’d watch for a while before I jumped in. Goog is the most solid choice, maybe JPM, I don’t know. I currently own NBIS, am upside down on half of my shares. LUNR recently went green for me, I am looking to sell, not buy, at this level. I love RKLB, but I wouldn’t buy here. Ditto ASTS. Consider buying some GOOG for now, and put the rest in SPMO and/or QQQM. If you want to scratch the single stock itch, just buy one share of a couple and watch it for a week or two. You can always sell QQQM/SPMO and buy bigger. I’m not one of the smart guys on this sub, but I’ve been smart enough to keep my speculative buys small and affordable. If I lost on all of them, the only thing that would be damaged is my ego.