Reddit Posts
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
Metrics for the top 3 show NVDA is incredible at this price
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
It's funny how the hive-mind's favourite stock is always (insert MAG7 that has the best 12 month performance)
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
GOOG LEAPS 3,216%/$40k GAIN I BOUGHT ON SHROOMS CLOSED OUT
CRWD beats and raises. Also announces 4 for 1 split.
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Can someone explain the investment thesis behind space stocks?
$GOOG stock be worth more than the market currently prices in
Is Google ($GOOG) still undervalued? Fair value estimate points to more upside
I feel like I am stuck in the washing machine and step bro is behind me...
Chinese AI. Puts on GOOG calls on NAIL cause my parents think I’m 🏳️🌈 and regarded
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Holographic/VR/AR Industry Development Weekly Report, Week 20
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Thoughts on holding these through NVDA earnings next week?
Am I the biggest paper handed bitch here?
My Empower account has already reached $8 million. Thanks, AMD! I'm 38 years old and male. Six years ago, I quit my 9-to-5 job, hahaha
Holographic/VR/AR Industry Development Weekly Report, Week 19
Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires
I hear that everyone’s a millionaire now - $2M
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
The bigger the AI/tech boom gets, the stronger China has the entire U.S. economy by the balls
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
I track unusual options flow every day. The confirmation gate saved me from 3 bad trades today
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Is Alphabet (GOOGL) the strongest company in the world?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Time to cash out on some GOOG gains.
Mentions
Shit the bed like TSLA = Drill Beat estimate like GOOG and INTC = Drill
just put the GOOG in the bag
GOOG destroyed me. Basically watched $50k evaporate from my account overnight.
Just put the GOOG in the bag thanks
TSLA GOOG AAPL all are worth 320/ share as of today
GOOG leaps might be the play here but that’s way to long term.
if GOOG sells off on that print the MSFT earnings are going to be a disaster
GOOG turning into a boring, low-margin utility company. Use the dropbox to select which interchangeable ai model you want to use...
This is why I think AAPL and GOOG come out on top - ASICs and Apple silicon
Big cross section of America thinks AI is going nowhere. I think AI is going to be a permanent, and widely used tech for businesses and individuals, and will create knowledge and wealth for billions of people. Once the general consumer sees the value of a paid Claude, or whatever, subscription they will not go back. (LIke it or not OpenAI and Anthropic have a 150% to 200% net revenue retention rate, and are growing greater than 50% on existing customers alone.) The debate that AI is profitable is 100% over for the MAG7s and Anthropic. Kimi or not. Note, GAAP profits =/= equal FCF. I'm holding a lot of AI because it's going to create wealth for me. Had GOOG missed i'd be thinking differently, but they beat every expectation, and this is before anthropic stock profits.
Lmao, are they all going to be paying MU only? GOOG is one of the largest companies in the world, there arent a ton that can increase capex by 10B. That capex will be divided across suppliers. Im not saying increasing capex isnt bullish for semis/memory, but like cmon, use a little bit of logic.
GOOG PE - 17 APPL PE - 40 whacc
Yes. They're shocked GOOG can lose even though the Mag7 is up 1% YTD.
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41
GOOG support at 330 broken for now, next stop 300 or 272, pretty much.
TSLA put GOOG call at open
That candle for GOOG looks like some Boggy/Wojak shit.
🥭 please just make a deal or something and while you’re at it give a shoutout to GOOG. Thx ☺️
So you think 10B capex increase for GOOG means 100B in a day market gain for MU?
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings
SPCX is the easiest short rn. GOOG has $94 billion and you know GOOG is going to dump its overpriced stake to fund its AI ambition
Why can't we have 3% swings on GOOG like we did yesterday
GOOG down 5% pre-market You're gonna make me full port
GOOG you bastard! you were meant to save my port not destroy it!
Repeat after me, GOOG call TSLA put
$GOOG not spending for out side GPU or memory. It is spending for own TPU, and own Chip Dumping all memory after hype https://preview.redd.it/iw9nzcmmzyeh1.png?width=698&format=png&auto=webp&s=853397f372f21f96b8afed7d536934b1d3f1b133
maybe GOOG should announce a pivot into AI datacentres so their stock can recover
You don’t need to put down MSFT to justify GOOG. I’m losing money on both 😭
I think GOOG's earnings will drag down all of tech tomorrow. I'm not comfortable holding it long-term in case the bubble bursts.
We are opening at 740 tomorrow if GOOG and TSLA don't deliver on their earnings. Today has been all about dumping everything and pumping NVDA while keeping SPY afloat.
Feel like GOOG drops 10% after earnings I feel it in my nether regions
Buy GOOG or na? Gemini is phenomenal
guess MU chops until GOOG earnings?
GOOG beat earnings but increases capex like any other. Puts
Learned my lesson shorting GOOG last earnings
Selling GOOG CSPs has been good to me. Worst case scenario, I get stuck with GOOG shares oh no..
GOOG will announce CAPEX of 1t but wall street wants to here 3t therefore semis and memory dump 30% after hours
Too stressed over what’s gonna happen with GOOG. Sold off SOXL, then probably punch a hole in the wall if it moons
Part of me is like 'you're an idiot for buying early in the day with GOOG reporting', while the other half is like 'but it could move early, just do it' and proceed to of course get theta burned all day.
Do you know about that stock called GOOG. I think they’re still under the radar but they’re reporting earnings today and it may affect somehow the market
GOOG has the QQQ on its shoulders boys
Look the cash flow , almost negative now $GOOG earnings after debt load https://preview.redd.it/700bxw3q4teh1.jpeg?width=746&format=pjpg&auto=webp&s=ea5e28c750482d29fac93fd1d70e7674a3396671
Yeah GOOG earnings are a lock, I'm hoping for some misses on TSLA, AT&T, PM though
$GOOG raised 100 Billion debt, Going earnings, delay new AI model, as it’s crashing, demand shrinking See how $ORCL debt load crashes it
Do you need the money tomorrow? GOOG is obviously going to be a $420 company one day
GOOG earning call.tonight so maybe we'll hear more, or in a week for RDDT. News coming soon is my bet
are you holding GOOG lol
Market: sorry Msft and Meta we hate capex. Also market: GOOG near ATHs with same capex
Sacrificial lamb for the AI hardware/infrastructure feeding frenzy -- they need Mag 7's giant capex to continue to rally -- at the expense of GOOG/GOOGL share price in the near term.
No chance GOOG has Capex cuts in ai right? Obvious memory calls? Or fake out? Even neutral news would probably rocket memory temporarily?
I sold NVDA september calls today. GOOG er historically made NVDA shit the bed. Will wait for reentry
"Google **explores deprioritizing** reddit posts that contain misogynistic, homophobic, racist, bot content (comments included) in a bid to keep the internet safe. We at Google believe that the internet should be an inclusive and safe space for all, free from misogynistic, homophobic, racist, and also bot-like content." This is enough to delist RDDT. GOOG could spend RDDTs market cap in legal fees fighting this antitrust suit and still not move 1%.
I bought GOOG Friday at $346, sold yesterday during the pump at $357, it closed at $351. Looking like it wants to go red today I CAN'T KEEP GETTING AWAY WITH THIS
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $370.00 (above) | $351.30 | +5.3% | Jul 23, 4:40 AM |
GOOG capex will be $20 next quarter. Memory and chips to $0
I would’ve believed you 100% if you said Google and not GOOG. Heck I would’ve believed you if you said GOOGL.
I work at GOOG, we will wind down capex guidance on this next earnings call, before anyone gets the chance to do it. I will erase this comment in an hour
Omg druckenmiller sold GOOG. What am I supposed to do now??
Cannot make up my mind on how I think GOOG guidance is gonna look like. I'm gonna look at recent Google hiring and job postings tonight for research lmao
The moment GOOG announces CAPEX increase MU and SNDK will go up 10% ah
I called my city’s non-emergency line to report kids standing on my lawn in the middle of the night and it was 100% an AI assistant. Calls on GOOG.
Check the earnings for these tomorrow n wed schw gm hal noc T PM GOOG IBM NOW TSLA TXN if they all blow up, u can retire. Other than that, u have to pray.
T-minus 45 hours 44 minutes until my GOOG calls are fucked. I'm think I need to buy a put too so the MMs only take 2700 from me instead of the whole 3000.
GOOG going to reduce capex and then you’re all fukt
forecast for the week: QQQ will experience severe down moves in the next 2 days, dropping 3.2% to complete a 10% correction from the top in June ~~then GOOG earnings, GOOG 500 SPY & QQQ ATH EOW LETS GOOO🚀🚀🚀~~ then Korea gets liquidated -20% in a single day, and we also get a -10% day. but then we still end the day green.
GOOG my only light in the darkness today
I understand rolling now. I let NVDA go and tried to roll GOOG up and out, but the price went up way too much for me to keep up with it so I just let it go when it was around $300. If I had to sell options now, it might just be CSP
GOOG will beat but dump anyway
i did this, but i lost all of my shares between july-sept last year (NVDA/GOOG). I will never sell covered calls again lol
I'm thinking it's going to take a few more trading days for people to feel confident in buying semiconductors again. Good GOOG capex expansion will help, but even then there'll be people selling on the way up. I
GOOG shareholders are super happy to fund both korean and semi bubble at the same time.
GOOG will end flat.
GOOG rugged me again
Explosive GOOG ER coming up🚀🚀🚀
GOOG bleeding like a stuck pig
Every time I have seen GOOG today it has been lower and lower that is crazy that it tapped 358 today, nothing but down. It will end the day red watch 😂
GOOG pump at open and slow bleed all day. Boring as fuk lol
GOOG preparing sell off before another good ER, and probably dump some more after.
For recovery plays: NBIS, MSFT, ORCL, GOOG that is all you need
Crazy that GOOG might actually end red today thats crazyyy
MU has been holding up relatively well even when SPY goes down the past few trading days. Probably just chopping until GOOG earnings but hoping it’s the floor
Everytime WSB counts Microsoft out I am just more convinced to buy more before earnings. I'm less confident about GOOG right now
That's my concern, other models will be near peer with frontier models at 1/10th the cost and all this capex will look ridiculous. Capex spending has to be replaced roughly in-step with organic AI revenue to maintain AI company valuations. $AAPL and $GOOG can monetize AI and will be the winners, and apple can license AI and avoid the ridiculous capex outlays. I don't have any positions directly in these co's, just indices.
After GOOG’s earnings.
Got it!!! So long MSFT, short GOOG !!!
Pretty sure SK is on the 29th, GOOG is wedn
GOOG will likely report record earnings and then immediately tank in after hours and maybe the following day. In 2-3 weeks I bet it's back at $380. It behaves like this historically
Fairs, GOOG is the only green thing in my port today lmao
Why GOOG new AI chip, cut down memory demand. don’t need 70% of memory use What happens to MU, SNDK, WDC, STX , when memory demand reduced half ? By new chip and new models See $IBM revenue vs others https://preview.redd.it/d43v7zv2aeeh1.png?width=782&format=png&auto=webp&s=949b81719b49e12e76fb4e612646deb75e01adb9
Why $GOOG new AI chip, cut down memory demand. don’t need 70% of memory use
Is this the earnings pump for GOOG or is more to come Wed after hours?
I am following the whole market, and yes I know that perfectly because I most of my stocks do that. But GOOG having a pump before ER
GOOG can move a lot of tech, sure. Saying one earnings report decides the whole market’s week feels like a stretch.
GOOG today has made me feel better about Argentina losing 😢
Sold GOOG 362.5 call. And it went up 😱