Reddit Posts
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
I keep buying at the bottom but $GOOG keep dropping
Rounded out my $20k of GOOG, $10k of NFLX, and $10K of META with $10K of Vanek Semiconductor ETF for a cool $50k. AI for the win!
Anthropic to publicly file for IPO as early as Friday
30K to invest - Oct 19 Market open
Not invited to Anthropic's $2T investor day? Me neither.
To the person going all in on Alphabet (GOOG)
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
Your AI analysis is just astrology for tech bro
Short $GOOG, Mapquest is beating Google Maps.
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
Two ways to buy Anthropic before the IPO (while paying 50% less)
My Earnings IV crush story on MSFT and sharing October data
What % of your portfolio is in single stocks vs ETFs?
What % of your portfolio is in single stocks vs ETFs?
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
21M, was up 101% YTD, sold half of everything Monday. Regard?
GOOG is sitting at a super interesting GEX cross point right now
You Have to Fish Where Fish Are - And US Pond Seems Empty
With most 13Fs released, here are superinvestors' top 10 buys from Q2
$ZETA is going to go retarded today
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
GOOG Gamma Exposure Update: 6.88% Rally In Play
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
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!!!
Mentions
This will be the end of the market and the beginning of AI collapse starting with $GOOG
Going earnings in few minutes If GOOG, MSFT cut spending, then semi crash
Ohno GOOG what have you done
Ended up buying GOOG puts! How fak am I?
I hold $700k in GOOG shares (former employee) and I’m bearish on this one. Why announce OpenAI deal and Gemini 4 carbon less than 24 hours before earnings if it’s not to soften the blow. CapEx going to be nuts and stock will tank.
If GOOG, MSFT cut spending, then semi crash
Please MSFT & GOOG. Let this market rip!
**BanBet Created** ▲ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $328.49 (above) | $322.05 | +2.0% | Thu 3:53 PM ET |
Come on GOOG- papa needs a half tank of gas!
I predict GOOG modest top and bottom beat, Capex stable or smaller raise compared to previous quarters, and price action flat overall.
GOOG 11/20 380c going to print?
Its the cashflow statement that's the crux of it If they're back to finding through free cash generated in period, as promised - all is well (last period can be written off, as an assumed anomaly) If they're dipping into cash reserves again and burning it up for a second quarter, after they promised they wouldn't need to - PUTS on GOOG at that point, Wazza Buffo might even consider slinging the baby out with the bath water, just to be prudent
holding my monthly GOOG call through earnings, wish me luck
GOOG ER leaked. Insiders buying
GOOG down due to racism because Pichai is brown
I bought GOOG at 355. I'm cooked either way
calls because GOOG is bailing out Oracle lol
GOOG cap ex go up: too risk, sell. Cap ex stays the same: stagnation, sell. Cap ex goes down: bubble popping, sell.
It will depend on MSFT and GOOG earnings unless mango decides to say something stupid, but I see you having a great trade gl
Who got there MSFT and GOOG calls ready foe earnings raise your hand 🙋♂️
Will GOOG and MSFT send us higher?
Grabbed GOOG shares and sold an overpriced CC
Ellison wasn’t satisfied with the level of PAMP yesterday off the GOOG collab news, had to up the ante today
Who else would really like to see GOOG blow out earnings, raise forecast, announce they have solved quantum computing, doubled YouTube revenues and are spinning out Waymo……. While lowering capex as one quantum system will replace $300B in capex next year?
I grabbed GOOG shares and sold an overpriced covered call expiring tomorrow.
haha GOOG is like, NOT TODAY
Last call to load up on GOOG before 360
Im just gonna buy a few shares of MSFT and GOOG, options seems a bit to risky who knows with how this markets been lately
Wendy’s or lambo after GOOG and MSFT earnings 🚀
GOOG pump, MSFT dump. Market stays flat and choppy.
MSFT and GOOG are going to have record numbers after hours, and pump the markets tomorrow. Tell me I'm wrong.
Don’t worry, GOOG will save the market :popcorn:
man GOOG is gonna finish this day off
Cap-ex increase = too much risk, sell before it dumps. Cap-ex stays the same: stagnation, sell before it dumps. Cap-ex lowers = market is slowing down, sell before it dumps. Puts on GOOG.
Is GOOG gonna dump after earnings anyways?
Not going to be a good evening for GOOG
MSFT and GOOG going to open up the sky after hours
it's because of GOOG/MSFT earnings
Yup, the reason GOOG is down is so institutional investors could buy it at a discount. They short it, causing thousands of stop loss actions to trigger an even bigger fall. Quite genius actually.
It’s so frustrating how GOOG actually has a meaningful product unveil and it does little to nothing, but TSLA puts out a literal meme and it jumps 5-10%.
if GOOG cliffords today i'm gonna buy it like school supplies in august
imagine not buying GOOG when Berkshire last buy was 350s. Oh wait, it's me. I am not fucking buying, GREG IS THE BAGHOLDER NOT ME
GOOG OBVIOUSLY gonna moon 10%. Back to like.. 2weeks ago price lmao
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $338.19 (above) | $322.09 | +5.0% | Thu 1:41 PM ET |
Full port GOOG Calls today then full port AMZN calls tomorrow. You'll either be rich or broke.
After paper handing MU calls Monday, I'm full porting GOOG Dec calls and deleting the app for a month
STRL, FTNT, NOW, KLA, VKTX, MSFT, GOOG all gonna tank tonight. get ur puts ready.
**BanBet Created** ▲ | **Record:** 0W - 4L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $350.00 (above) | $321.35 | +8.9% | Wed, Nov 11, 12:15 PM ET |
Don’t worry bears I still have my calls so the GOOG pump was fake
Lets see if MSFT joins META and GOOG by going cashflow negative
Tell that to my $150 GOOG entry price. While you are out there doing your one liner DDs for your 5K port lmao.
GOOG and FOMC is the start of the next leg up. And by "leg up" I mean bears legs over their heads as their anooos gets pounded
GOOG earnings report is bound to drive the stock price up
comparing PE between the two as justification is funny because GOOG normalized PE excluding special items is the same ballpark as MSFT, maybe even higher.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▼ | $300.00 (below) | $314.39 | $320.68 | -4.6% | 18h 36m | | **Record** | 1W - 0L | 100% | - | - | - |
Just need GOOG to go up 0.39% for my calls to sell. Holding five, trying to sell two so I won't get completely fucked if ER is a disaster
its so obvious GOOG is gonna spend capex and tank AH, so calls.
its so obvious GOOG is gonna spend capex and tank AH, so calls.
I bought GOOG last year and up 100%. I bought it because it was undervalued at 15 P/E. Eventually, the stock catches up to the fundamentals. It is again at 16 P/E and the most undervalued amongst big tech by quite a fat margin. I couldn't care less what the technicals or option open interest and premiums say. This is *not* a technicals stock. This is a fundamental pick and the best big tech stock at the best valuation. Buy and hold.
$GOOG stuck at $320 for 2 days :hmmm:
GOOG is a behemoth. I just wanted to say that word. That is all
GOOG to crush earnings. Stock will plummet since bigger earnings were priced in. Market tanks tomorrow.
with all the political ads, GOOG earnings will probably be OUT OF THIS WORLD.
GOOG calls and/or puts - maybe neither.
Last chance to ever buy GOOG under 330.
GO GOOG GO *spanks sundar's ass*
Got both MSFT and GOOG, am i fuk?
youtube is down. Puts on GOOG
GOOG is my forever hold and largest single stock position. But I’d have to guess msft has bigger short term upside. But I own both so I don’t think about one winning over the other
I'm betting on GOOG. But I don't have much to gamble with (just 2 weeks of pay this time). Yes, I'm buying and holding the stock. I'm not THAT careless.
Watching GOOG pump while everything sinks IT'S ABOUT DAMN TIME
Should I buy GOOGL GOOG and AVGO before or after ER? Please and thank you.
if GOOG/MSFT blast with the earnings tonight its gonna pump tomorrow
GOOG is gonna pump so fucking hard in afterhours
Looks like buying GOOG calls the other day was a pretty good move
GOOG and MSFT, please financially reward me today for being retarded 🙏🏻
My fellow GOOG bulls, who's ready to get rich at open tomorrow?
If GOOG drops after earnings today, I’ll buy in. I’m already short TSLA I think institutions will sell it off today after yesterday’s run up, just like META. Damｍ, I closed out my META short way too early.
Holding GOOG, META and MSFT, this is the chart I keep coming back to before tonight's numbers. I'm fine with capex running above cash flow for a few quarters if cloud backlog keeps growing alongside it. The real question for me is whether revenue shows up before depreciation starts eating into margins.
GOOG def at max capitulation.
**BanBet Created** ▲ | **Record:** 4W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $350.00 (above) | $319.95 | +9.4% | Wed, Nov 11, 8:10 AM ET |
GOOG/AMZN/AAPL: yes META/MSFT/NVDA: maybe TSLA: lol
Guys, Gemini doesn't know what you mean when you say "bibi". Puts on GOOG.
Bought straddles for GOOG so it will be flat
Nice pump you got there GOOG it'd be a shame if something... happened to it
Today’s Call$ $SPY $GOOG Contemplating $MU
I love buying the stock but get burnt on every options call… Today’s Call$ $SPY $GOOG Contemplating $MU
Inshallah happy FOMC and GOOG MSFT day