GOOG

Gooner-Squad

If we dip hard over next 4-8 weeks into first first hike.....what are you looking to add to your long term port/leaps? For me port...MSFT, AMD, AAPL, COST, BA, GOOG....leaps on F, TTD, DIS, BF.B. Gamble on FUBO at $8, PLTR at $7

PierreEscarg0t

My personal "blue chip " stocks are MSFT, AAPL, MA, COST, GOOG, which all outperform SPY, which is why I hold them. Out of what you named, no, I don't see any point in holding stocks that underperform the index they're apart of.

skrndnxjs

I bought some more MSFT GOOG and NVDA in this dip.

NFTEURO

Its just beginning imo, rates keep going higher. its not possible that everything drops over 50% except MSFT APPl TSLA GOOG and FB. These cant hold up the market indices forever.

spankyiloveyou

I did some hard work to make some under the radar picks. It was super diligent. Pretty happy with my unique portfolio. Ended up with AAPL, AMZN, FB, NFLX, GOOG, MSFT and TSLA.

awhoof

>But if you have a gain/loss goal that is separate from that, like trying to make a profit off or shorting QQQ while independently trying to make a profit off of GOOG, that's no longer a hedge > >by intention > >. What if you're trying to neutralize GOOG because in the short term you expect it to go down?

PapaCharlie9

There's so much I disagree with about that very brief statement, but I'll only tackle the original question. When you hedge, your *intention* is to net the gain/loss of all the combined parts to change your overall risk/reward, so it's treated as a single logical trade with respect to risk/reward. For example, a vertical spread you open and close as a whole. But if you have a gain/loss goal that is separate from that, like trying to make a profit off or shorting QQQ while independently trying to make a profit off of GOOG, that's no longer a hedge *by intention*. It's like legging out of your vertical because you think you can make more money trading each leg separately at different times.

awhoof

Even if one is GOOG long and you want to synthetic short it using QQQ?

Qs9bxNKZ

Sorry for the delay, and I'll caveat this with "my information is limited combined with I don't know what I'm talking about" to keep from getting into trouble. **VISA/MC/Discover/AMEX** are payment card processors making money from the transactions. We're talking 2-4% typically, which is their profit margin (and it's mostly a convenience fee that gets charged to the merchant) which reduces what I would consider upside to profit. Plus they lose money with promotions (e.g. AMEX gains through their partnership with Delta, but someone pays for the Skymiles). Would I invest? No. I'd prefer to go with a dedicated financial firm like JPM, WFB or other Fintech). **PayPal, Stripe, Square, Coin** and other tech based C2C solutions have a low threshold for entry and also high compliance threshold. When you go global, you encounter problems with compliance in foreign countries (or risk being blocked). Would I invest? Depends PayPal? No. There are no strong moats protecting them even as they continue to buy companies (e.g. Venmo), versus WFB rolling out Zelle. About 10-years back I sent a message to the CTO of PayPal telling him to make the move towards becoming a financial institution. This would allow them to hold money, and to trade in a variety of other assets (e.g. equities or BTC before anyone really was into it). It was ignored, but the compliance hoops covering this would have taken years and put them into a stronger position than today. But for C2C payments? No moat plus other countries (EU) use wire transfers or (China) Alipay. Walmart and Western Union still transfer billions due to remittances sent to countries like Mexico from the US, taking a cut. But direct payments to someone's bank is equally as easy if you know how to shop. For example, there's a new UK based company called wise (wise.com) which allows you to hold and send money internationally even, with very good arbitrage rates and the cheapest cost to transfer money. They lay out why and how they're the best which makes it easier for people to see how much they can save by transferring money through them. Would I invest in them? Yes. **Adyen and other payments processors for C2B** ... it's a struggle for many companies and I'll use eBay as an example. They had the source code prior to their split with PayPal back in 2015 (and a contractual limit as to how soon they could enter the payments space) and still have been unable to fully deploy a payments solution on their back-end, utilizing Adyen. Companies like FB and GOOG try to create their own wallet and poaching people from different companies because it really is a challenge. Would I invest? Yes, once they're embedded with a platform.

VisualMod

#Ban Bet Lost --- /u/Beginning-Job-1864 (0/1) made a bet that GOOG would go to 3000.0 when it was 2808.5901 and it did not. They were automatically banned for two weeks. To get out early they have to: **'or i move in with my wife's bf'**

off_by_two

MSFT beat is just the first potential momentum shifter, but the overall market sentiment is still very bearish. SO we got a pop on a beat and strong guidance, but we'll need more from JPOW, TSLA, AAPL, GOOG, AMZN, FB over the next 6 trading days to fully reverse. It's still a long shot but step 1 one was positive.

WheredMyMoneyGoBro

BULZ - triple leveraged ETN trading near all time lows. Tracks FB / AMZN / AAPL / NFLX / NVDA / GOOG / TSLA / MSFT Currently $16.72/share, ATH of $35.85, up 8.46% PM

off_by_two

Imagine: day 1: MSFT great earnings day 2: JPow stays the course, neither more hawkish nor dovish than expected. TSLA great earnings day 3: AAPL great earnings Next week: GOOG, AMZN, FB, AMD(?), BABA all great earnings

mediumrarestonks

GOOG is 10 PE again unless government is literally in the process of breaking them up I'm going LEAPS.

mediumrarestonks

🌈🐻's coming in here every damn day spreading nonsense about GD 2.0, don't buy the dip, buy 38VIX puts etc. Like fucking bro, y'all act like we don't want the exact same thing. Wouldn't it be christmas morning if GOOG were $1k and 10 PE again like March 2020. We all got cash and praying for the same damn thing but doesn't mean we're gonna get it. Long bonds are still 1.8% and Fed likely can't do shit too much about it.

git_und_slotermeyer

Aren't AMZN and GOOG more a value stock nowadays, it's not exactly a growth stock anymore...

WheredMyMoneyGoBro

BULZ up 6.3% PM, still dirt cheap at 16.47 Triple-leveraged ETN that tracks FB / AMZN / AAPL / NFLX / NVDA / GOOG / TSLA / MSFT

gqreader

What people are confusing is speculative SPACs and growth stocks with no EBIDTA, with GARP, growth at a reasonable price. It’s a sliding spectrum. Many new investors slid too hard to the high risk high speculative side. True growth at a reasonable price is $GOOG, $MSFT, $AAPL, and what we are tying to find out is if $AMZN still has more of that growth juice wiht it’s e-commerce and AWS + “other” revenue line.

LaPulgaAtomica87

This is what the markets have been doing to my tech-heavy portfolio 🥲 $GOOG$ after hours 🚀🚀🚀 ⣿⣿⣿⣿⣿⣿⣿⣿⣿⠟⠛⢉⢉⠉⠉⠻⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⣿⠟⠠⡰⣕⣗⣷⣧⣀⣅⠘⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⣿⠃⣠⣳⣟⣿⣿⣷⣿⡿⣜⠄⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⡿⠁⠄⣳⢷⣿⣿⣿⣿⡿⣝⠖⠄⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⠃⠄⢢⡹⣿⢷⣯⢿⢷⡫⣗⠍⢰⣿⣿⣿⣿⣿ ⣿⣿⣿⡏⢀⢄⠤⣁⠋⠿⣗⣟⡯⡏⢎⠁⢸⣿⣿⣿⣿⣿ ⣿⣿⣿⠄⢔⢕⣯⣿⣿⡲⡤⡄⡤⠄⡀⢠⣿⣿⣿⣿⣿⣿ ⣿⣿⠇⠠⡳⣯⣿⣿⣾⢵⣫⢎⢎⠆⢀⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⠄⢨⣫⣿⣿⡿⣿⣻⢎⡗⡕⡅⢸⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⠄⢜⢾⣾⣿⣿⣟⣗⢯⡪⡳⡀⢸⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⠄⢸⢽⣿⣷⣿⣻⡮⡧⡳⡱⡁⢸⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⡄⢨⣻⣽⣿⣟⣿⣞⣗⡽⡸⡐⢸⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⡇⢀⢗⣿⣿⣿⣿⡿⣞⡵⡣⣊⢸⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⡀⡣⣗⣿⣿⣿⣿⣯⡯⡺⣼⠎⣿⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣧⠐⡵⣻⣟⣯⣿⣷⣟⣝⢞⡿⢹⣿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⡆⢘⡺⣽⢿⣻⣿⣗⡷⣹⢩⢃⢿⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣷⠄⠪⣯⣟⣿⢯⣿⣻⣜⢎⢆⠜⣿⣿⣿⣿⣿ ⣿⣿⣿⣿⣿⡆⠄⢣⣻⣽⣿⣿⣟⣾⡮⡺⡸⠸⣿⣿⣿⣿ ⣿⣿⡿⠛⠉⠁⠄⢕⡳⣽⡾⣿⢽⣯⡿⣮⢚⣅⠹⣿⣿⣿ ⡿⠋⠄⠄⠄⠄⢀⠒⠝⣞⢿⡿⣿⣽⢿⡽⣧⣳⡅⠌⠻⣿ ⠁⠄⠄⠄⠄⠄⠐⡐⠱⡱⣻⡻⣝⣮⣟⣿⣻⣷⣏⣾⢰⣈

Fitzroy86

My phone is paid off and gonna run it into the ground. Fuk AAPL and Fuk GOOG

the_GuelahPapyrus

I bought TECL in AH because there were discounts galore and I wanted MSFT in the 270s and GOOG at 2500. up 8% so far

7loUge

I'm not huge on giving out picks, because I can be as wrong as anybody. Oil and Gas. COP has been good to me recently (their dividend could use a boost), up almost 100% last year, and up 25% again this year. XOM. There are a lot of smaller names that have been doing well. A lot of them pay a dividend 6% or higher. The thing is it's very cyclical, doing well now. If you want a "set it and forget it", not sure oil is the place to be long-term. But right now it takes the sting out of the hyper growth stocks' selloff. Financials-- I like BAC. Of the ones you listed, FB and GOOG seem the most reasonably valued, also AMZN. Apple and MSFT still seem expensive and could be bought cheaper. Same with NVDA. But if you think the bull market will continue and rates aren't going up much, probably any of those are good. The thing that concerns me about those names is they make up a huge portion of the indexes, so there's massive concentration there and not much diversity. Best of luck.

durtfuck

Definitely cause I unloaded $10k of GOOG so it’s bound to soar in response, as every trade I make is inverse to the market

WheredMyMoneyGoBro

BULZ - 3x leveraged ETN that tracks FB / AMZN / AAPL / NFLX / NVDA / GOOG / TSLA / MSFT IPO’d last August, ATH is 35.85, currently at 15.72

hardcore_softie

You and the dude who hasn't sold his .01 share of GOOG are keeping this market afloat. Doing god's work.

Aggravating_Set6039

GOOG, AAPL, TSLA calls calls calls calls

BorisYeltzen

Nearly as good as Google search for GOOG. Money printers.

BorisYeltzen

Yes - big tech is going to recover.. The "earnings are fucked everything is overvalued" narrative is done. Big tech is just as good a money printer as it was before this dump - AMZN, GOOG, MSFT all going to rocket and bring nasdick back to life

FinndBors

You consider GOOG and FB a semi stock? AAPL is sort of but probably not their primary reason of success.

beannet

scootch over guys, GOOG wants in on the dump!

jarisitc

Wasn't MSFT always the one out of FB, AAPL, GOOG that doesn't pump as hard on earnings

StinkweedMSU

I can't remember, which spac was NFLX again? NVDA? AAPL? GOOG? TSLA?...

urahozer

Forget AAPL/GOOG. TSLA Puts gonna be making generational wealth if MSFT beats and tanks like this

zg44

MSFT beat across the board, all segments look good: Stock down 5%. This is pretty much worst case scenario for markets. If this dip doesn't get bought we still need to see more multiple compression. Does not bode well for AAPL/GOOG earnings if MSFT is considered overpriced to perfection. It's early in the reaction, so just be a bit patient.

lescoobs

Added to my position in DIS, HD, GOOG and MSFT. I don't know if it's the bottom or not but I think these companies will do well long term.

1660super

long $GOOG

chuck_portis

Yeah I bet you want to buy a sure-thing company growing their revenues 20%+ per year at a 15 PE. Unfortunately GOOG has never traded below 20 in its existence.

chuck_portis

Thanks to all the retards selling their $GOOG stock at a PE of \~24. About 10% off its low of 21.8 in March 2020. Great time to build out a portfolio for your grandchildren.

mediumrarestonks

GOOG isn't overpriced, arguably neither is AAPL when you consider long-term bond yields are not changing for a while. They both have incredibly powerful moats. Same with MSFT.

good7times

I'm doing similar - just purchased CRM leaps and cash secured puts and looking at others similar to your list. I was looking at ADBE and ADSK. ADSK has lower PE, less pandemic run up (20% and ADBE is up 40% since Jan 1, 2020), and less susceptible to new companies. While speculative, ADSK may benefit if gov moves on infrastructure. Downside - everyone seems to disagree: ADBE grew 3x from 2017 to Jan 2020 and ADSK 2.3, so it has a larger recent growth trend. Any ADBE stats to sell me on? Hadn't considered GOOG/AMZN which I guess is dumb to avoid those.

dther85

I personally would stay away from LEAPS till you have confirmation of a bottom, but if you must, GOOG and AMZN are probably your safest bets. Also I typically use the 70 Delta on LEAPS but in this environment, maybe go up to 80 Delta and as far out as possible. Time and Delta will be your friend. SOFI will probably need more time to really do anything, I would just start casually building a position in only shares. I don’t see a reason to jump in right away with the LEAPS. If you have 100k, I personally would just start accumulating shares and averaging down.

Stallzy

I've been thinking NFLX has been a pretty good buy for a while but I bought back in November or something just as it was starting to fall off. Probably should top up but at the same time I haven't even bought any more of say MSFT or index funds recently. I don't hold any of the individual GOOG / GOOGL which maybe I should

bartturner

Adding to my GOOG position. Just a great bargain right now. Last quarter top line grew by over 40% and bottom line by over 60%. Then with a P/E of 25. GOOG is a huge bargain right now.

bartturner

It creates just great buying opportunities. Specially with GOOG. Last quarter top line grew by over 40% and bottom line by over 60%. Then with a P/E of 25. GOOG is a huge bargain right now.

stargunner

i'm betting AAPL will go lower and tickle 200MA's asshole like the rest of the tech stocks (MSFT, GOOG, AMZN, et al)

PaperCollectorX

Yes and the stocks that were pumped up because of monetary policy have all corrected 50-80%. You can't tell me that a company like GOOG is overvalued when it's growing revenue YoY by \~40% with 30% net margins and is trading at 25x earnings. Or BRK trading at 8x earnings. There are probably some overvalued stocks in the S&P but I'd be legitimately shocked if the major indices drop another 10% or more. Not saying we have no more room to drop but SPY settling under 400 seems unlikely to me. Not saying it can't dip there but I don't think it would sustain that for more than a week.

percypeerless

So MSFT, APPL and GOOG getting dumped last?

strawlion

Valuations aren't even close to reasonable, even for the many shit stocks that have fallen 50%+ already. Only GOOG and FB and a few other large caps are in the realm of reasonable valuation lmao. Going to get a lot worse for the shit growth stocks

nadoterisback

Big dick big tech stocks like  GOOG  seem so fucking cheap right now. Historically low PE/PS. 

007meow

Big 3 = AAPL, TSLA, GOOG?

Equivalent-Ad1182

Yes I knew that. Thats why I bought GOOG

Troflecopter

>MSFT, FB, GOOG Actually those 3 are at the top of my list of stocks to buy when I go back in lol.

Googgodno

So, MSFT, FB, GOOG, LULU, HAY?

confabulatingpenguin

Bought MSFT AMZN GOOG AAPL today these are not going to permanently crash new ATH by summer

Equivalent-Ad1182

Went through with 2 out of 3 of my calls plays. I was sweating blood on whether to go into margin on a GOOG 2500 Leap and i bussied out.

HotSarcasm

AAPL, GOOG, NVDA on their way to green.

Devinnn1

Sell it and buy GOOG? Idk what kind of response you were looking for.

futureIsYes

Yes, also coca cola and pepsi have a higher PE than FB, APPLE and GOOG

futureIsYes

Absofuckingloutely! In the growth crash of 2021 (I think it was around May?), I swore I will go all into indexes and ETFs once I recover from this. I managed to recover all loses and was even positive in October/November (a swing from -60k to +30K). But I was stupid and didn't do it. As of today, I am sitting at -75K on the same account (something like -50K YTD). I have managed to get out of most of my speculative growth plays, but still have BABA, BIDU, SE, PYPL and TDOC. Not sure if I keep holding TDOC and SE. TDOC is the shittiest one (-45%, -30K), while SE is also quite bad (considering I started a position only about a month ago, -40%, -10K). But no more investing in companies that don't have PEs. And most of my investments will go to indexes/ETFs and maybe 10-20% towards the solid companies like GOOG and MSFT that I already hold.

futureIsYes

Just did some digging of historical PE values for some of the big techs. details here: [https://www.reddit.com/r/stocks/comments/sbu07j/historical\_pe\_of\_big\_techs\_a\_reason\_why\_you/](https://www.reddit.com/r/stocks/comments/sbu07j/historical_pe_of_big_techs_a_reason_why_you/) TLDR: FB, AMZN, and GOOG are cheaper than pre-pandemic... MSFT and AAPL are more expensive, but not by much (if you consider forward PE estimates). So no need to panic regarding your holding of these stocks or the indexes/ETFs where they are the main holdings.

DrSheldonCooper5

I’m thinking of doing 50/50 MSFT and GOOG

optionsCone

FB just turned green Next up: GOOG TSLA AMZN AAPL

gqreader

False equivalence. Companies that are down 20%… have infact grown their earnings 20% over the time time period. It’s a screaming buy. $GOOG Unlike a destroyed house. Nothing fundamental has changed with the underlying company. NOTHING.

sandviper16

Can't go wrong with $MSFT and $GOOG

daytrader987654321

Do you think it could go back to 13? Sure that this thing could be bought by AMZN or GOOG

jachildress25

NIO, NVDA, GOOG, AMZN, VTSAX, VTIAX I am very lucky because I am sitting on $400k from the sale of my business, so I can DCA this thing to the bottom.

th3cr1t1c

P/E ratios don't tell me anything. MSFT is already trading at a 14% discount to fair value so they may fall but it won't be as dramatic UNLESS their revised forecast causes their fair value estimate to fall. GOOG/GOOGL, similar situation... while in a normal market I might look at these discounts and think hey they look attractive, there's one thing I'm not seeing yet: Berkshire hasn't acquired a huge chunk of AMZN, or any other wide moat large cap tech, with its more than $145 billion in cash & equivalents.

marypoppycock

I spent all my money on home decor this month because I've been putting too much into savings and not spending any on myself. Now when I have no money, there's a sale on! I would be buying VTI, MSFT, AAPL, and GOOG if I had money, as well as a few other profitable large cap players with not insane p/e. I'm trying to make more reasonable choices after investing strongly in high risk stocks my first few years of trading.

1660super

ADD MORE $GOOG to PORT. Cheap @ $2800 & below

SignalEngine

Okay, I'll just say the chances of big tech companies like AMZN, GOOG, MSFT, etc. getting knocked down by 75% is essentially nil then.

th3cr1t1c

>The chances of big tech companies like AMZN, GOOG, MSFT, etc. getting knocked down by 75% and staying there is essentially nil. No one is suggesting they "stay there".... people are dumb and they'll prefer to get burned by the popular thing again and again than do the work of being more properly diversified, shrewd investors. But time is finite. Yes, tech came back after the 2000 crash too... it took 14 years to break even. In that time, the amount of future dollars lost is astronomical. Why would you want to have less money?

SignalEngine

The chances of big tech companies like AMZN, GOOG, MSFT, etc. getting knocked down by 75% and staying there is essentially nil. Your hypothetical is a fantasy barring some complete unknown unknown nothing like the housing market. Even if it was literally a mirror of the housing market, if he just held a decade he'd 'regrow' his portfolio and then some.

zulufux999

HD, COST, AAPL, GOOG are all going to be decent rebounds. LEAPs are getting cheap on semiconductors. Reeeee🚀🚀

FLOTUS_official

It will never be a mistake to buy AAPL, MSFT, and GOOG.

rad4baltimore

Depends on what your buying. Some stocks still havent made it back to their historic channels. A lot of stocks blew out of their historic channels because the Fed was printing and manipulating the market. I.e., Google is still too high and its way out of its channel. GOOG has to come back to hit 2450 to be at the top of its channel. Market can still fall some more.

kevinwag

I just did some shopping. VOO, GOOG

rad4baltimore

Compared to what? GOOG hasnt even come down to its historical channel on the charts yet. It blew out of its channel when the Fed started printing. The top of the channel is at around 2450. You don't want to know where the bottom of the channel is.

BigMoneyCream

GOOG cheap.

andy_dufresne709

Yea, buy $GOOG, $FB. They print a ton of cash every quarter.

Social_History

Looks like AMZN and GOOG wanna head to $2000

Andrew_the_giant

If we're still red by open I'm going ham on GOOG, MSFT, and AMZN

Devinnn1

I wouldn’t risk 40% if you aren’t extremely familiar with individual stocks and know what you are doing. This game is hard, especially over 20 years. My advice would to consider add some US Small Cap Value. Over a 20+ year timeframe it is the best performing asset. AVUV is my favorite. Just simply do 80% VTI, 20% AVUV. Or just 100% VTI if you would like, that works too. If you absolutely cannot resist individual stocks maybe just do something like 5-10% into stable names like GOOG, MSFT, AMZN, V/MA, DIS, COST, HD, you get the drill.

maz-o

FB is down 20% from ATH AAPL is down 10% from ATH AMZN is down 22% from ATH NFLX is down 42% from ATH GOOG/L is down 14% from ATH

ashish1512

Def GOOG. The price is too attractive. Then MSFT, AAPL, AMD, NVDA.

000Kurpitsa000

You think MSFT,AAPL,GOOG,AMZN etc are going to tank? LMFAO