Reddit Posts
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.
5/15 $500 GOOG calls .03-.04 (Part 2) Time to go full regard? 🥴
Google (GOOG) is currently in the $300s Could this pullback be a long-term buying opportunity?
7k-->12k, 70% portfolio gain in April
Earnings season is here Have you received the signal for the next wave of earnings season moves?
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
AI spending boom - sustainable growth or 2000 all over again?
GOOG/GOOGL lottos im tempted to get. Tempted to go full Google regard. Am I regarded? No. Yes. 🦧
5/15 $500 GOOG calls .03-.04 I’m tempted to go full regard and get more.
Musings of yours truly + positions
RDDT Earnings DD, revenue & analyst ratings
Absolutely loving my posistions right now, just jumped in $MSFT
Google unveils TPU 8t and 8i AI chips as Nvidia and AMD face rising competition from hyperscalers
Market and traders are vastly underestimating the risks here with mega cap tech earnings coming up. Specifically the software names.
Holographic/VR/AR Industry Development Weekly Report, Week 16, 2026 (April 13-19)
Betting on GOOG before they announce earnings on 27th
What a difference 5 days make! +$286,000 change!
Finding it easier to sit out trades lately anyone else?
How are you balancing mega cap exposure right now? (TSLA / GOOG / SNDK)
How do you track whether your original reason for owning a stock is still true?
How do you track whether your original reason for owning a stock is still true?
Bessent, Powell Summon Bank CEOs to Urgent Meeting Over Anthropic's New AI Model - Bloomberg
Holographic/VR/AR Industry Development Weekly Report, Week 14
Mentions
GOOG AMZN MSFT NVDA all juicy here but market is fuk. All cash until this pullback is complete
i mean even GOOG is diluting
Part of the selling now is precisely because of that supply that will hit the market. There are also a large number of treasury auctions this week. Combined with all the capital raised by GOOG, META, SMCI and others it’s creating sort of a liquidity drain. Money managers need funds to allocate to SpaceX. It’s going into Nasdaq 100 and it’s already over allocated. Meaning there isn’t enough supply for them before it trades publicly. Many funds will be forced to buy it in the open market. They don’t know how much they need. Profit taking has been coming mostly from the biggest performers ytd. And that is semis. Once the SpaceX IPO clears and we see the market reaction, it should calm markets. Both because the supply has been absorbed but also because it will be a tail wind for sentiment. If it fails badly, expect more weakness in markets.
If these companies see that GOOG isn't punished for diluting what is to stop other's from diluting for "AI"? It's free retail liquidity.
I hope everyone had fun today. I'm not selling my VOO. I rotated GOOG into IBOT. I'm ready to ride it up or down.
Spcx employees will cash out their millions and park it in GOOG
So I should just continue to load up on MSFT and GOOG while people hate on it for months, right...?
That shit is so overvalued. Like I get you don't spend on AI, but your AI strategy is crap. Do you deserve at 38 PE? 10 points more than GOOG? Get out of here
I'm waiting for both to fall a bit more. I will invest a STUPID amount of money in GOOG if it hits $329. I know asking for $329 is aggressive, but who knows. We could continue dumping for a few weeks. I like NVDA a lot at about $185. Again, aggressive, but let's see
GOOG down less than a percent is pretty tough ngl
I took my GOOG gains to buy up some VOO when the SPCX IPO finishes liquidating other stocks.
GOOG gotta defend the index now… ffs it’s a behemoth and it’s not throwing its weight
In the past year... NVDA are up 40%, AAPL 44%, GOOG 100%.
This is all GOOG AVGO and Apple fault. Has nothing to do with inflation. 😂
I have been having AI's compete with each other on market predictions for a few weeks now and Gemini is really shitting the bed - only AI that is 'bearish' for this week (almost feels tilted about it's loss last week) - and none of it's predictions state anything about CPI coming up this week. Even GROK knows that CPI data prints this week and that interest rate risks were a core catalyst for the Friday sell-off. Someone really needs to check in on GOOG.
Like GOOG earnings where 50% of their profit were M2M gains on an investment. Everything is fucking UGLY AS SHIT if you actually look at the reports and the numbers instead of just looking at headline EPS.
GOOG is just not able to make 370 for so many days now. It goes to 369 and promptly breaks down
Wtf MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts. https://finance.yahoo.com/video/wall-street-sees-ai-trade-bearing-fruit-with-mangos-ahead-of-ipos-140455578.html?contentType=video
GOOG raises capital and MSFT drops, AAPL products are meh and MSFT drops, MRVL earnings are meh and MSFT drops. Can MSFT stop catching strays!
I remember when I was plowing into ASML and people were telling me why I was buying into an overpriced semi equipment company.... in 2023. Now I'm out of the semi trade, and I'm being told that I need to be balls deep? After already having made heavy gains from my two eventual picks (ASML, GOOG). It took a while for people to start piling into semiconductor stocks, but now the noise is booming.
Satya talked about the possibility of pulling a GOOG (dilution). And nobody wants that
Alright GOOGL / GOOG, let's say goodbye to the 360s. Playtime is over. 380 EOW!
its not helping but all SaaS down heavily over the last week. GOOG and META are up off their recent lows while MSFT is still drilling down
As in, why would GOOG or AMZN pay for information that's already hosted on their services 😁
TOPC is best in theory, if only it wasn't so tiny. S&P500 with companies capped to 3% max. So NVDA/MSFT/APPL are all 3%, and its per-company so GOOG+GOOGL gets capped to 3% too. Also half the cost of XMAG, and in 15 years 3% cap still makes sense where as XMAG list may be silly.
I think it's going to lead to greater volatility. Look what happened with Broadcom after their relatively positive call. Now imagine it being NVDA, GOOG whatever other megacap having a slightly negative call. The swings are going to be absolutely massive.
AAPL is worth more than GOOG, but not worth more than GOOGL. that's interesting
In probably gonna buy GOOG calls when it fills that gap tommorrow. But * just noticed, there's a second massive gap at 212. No way that gets filled in the next 5 years lol
MSFT needs to come out and say it’s not raising capital like GOOG. Market is getting spooked by all this capital raising by these mega cap giants. Both GOOg and META have done it and are being punished.
Phase 1 AI manufacture pump, Phase 2 IPO, Phase 3 Revenue? This shit will crash so hard if GOOG, SPCX, OpenAI, or if Anthropic earnings are even a smidge out of place, market is priced on god mode right now
Mi dispiace per le spese mediche, ma per fortuna hai le spalle copertissime con quel portafoglio. Quando devi smobilizzare una cifra piccola rispetto al totale (10k su 300k sono circa il 3%), la regola d'oro è toccare il meno possibile i motori della crescita e guardare l'aspetto fiscale. Io venderei SPY o QQQI, e ti spiego subito perché escluderei gli altri. MU, AMZN e GOOG sono i tuoi cavalli da corsa tecnologici. Hanno un potenziale di crescita enorme nel lungo periodo e venderli adesso significa rischiare di perdere il treno della ripresa e doverli ricomprare a prezzi più alti, pagandoci pure le tasse sopra. RKLB (Rocket Lab) è un titolo growth ad altissima volatilità: se la vendi ora che è nel pieno dello sviluppo rischi di mangiarti le mani, oppure di liquidare in perdita se l'hai presa durante un picco. SPY (S&P 500) e QQQI (il fondo ad alto rendimento sul Nasdaq) sono panieri ultra-diversificati. Togliere 10k da lì è l'operazione più indolore in assoluto. Non subisci l'impatto del crollo di una singola azienda e il tuo portafoglio non si sbilancia minimamente. Tra i due, ti direi di vendere le quote di SPY se vuoi mantenere intatto il flusso di dividendi mensili che ti garantisce QQQI (visto che hai detto che non potrai contribuire al conto per un po', quelle cedole potrebbero farti comodo per pagare le prossime bollette senza toccare altro). Prima di cliccare su vendi, dai solo un'occhiata a quali lotti di azioni sono in "loss" (minusvalenza) o hanno meno guadagno accumulato, così eviti di regalare troppe tasse al fisco quest'anno.
Sold GOOG today. I figured with the equity raise and the IPOs of the AI Labs, it was time to cash in on my largest position and enjoy the gains. I think the company will do fine in the short & medium term, I just think with the circular financing going on, I would like to completely step away from the AI trade. Added more to MELI, FIG, RDDT, while opening up a big bet on ISRG, a company I've been following for years but never felt comfortable enough to go in on.
AMZN, GOOG, MU are killing me right now
GOOG has been so shitty for the past 1 month
if it makes you feel better, my GOOG investment is in the same boat and lost near 10% as I had entered at the highest point. so there... hang in there as they will both (along with my GOOG investment) in time.
It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.
Why do I even bother with GOOG, AMZN, MSFT when TSLA can pump 5% on a random day for no good reason sigh
So GOOG gets diluted just so AAPL can finally fix a garbage Siri that no one touches. Give it time, and AAPL will dilute too, followed by META and MSFT. Its a complete circle jerk, and as usual, retail gets left holding the bag to pay for the party. What a time to be alive.
if GOOG closes above 364 i’ll name my firstborn Googenheim
GOOG put and call’s gaining 🤔
Can META and GOOG stop being gay?
3 solid long term holds are GOOG, VISA, and ASML- cant go wrong with this trio folks
Not announced, but c'mon... once META and GOOG do it, it's going to be a normal thing that they can get away with, without backlash.
GOOG to sell 85 billion in stock next quarter. LMFAO this bubble is gonna have a black Friday, Monday, pick a day at some point this year. I just hope I can stay solvent until that magical day.
Not selling MRVL until the deal with GOOG is announced
GOOG bruh, even MSFT is fairing better
NVDA and GOOG said they are considering using INTC as a backup fab. INTC pretty much erased its Friday loss.
GOOG 370 EOD because Apple will announce it is using Gemini for the Siri?
Now class, GOOG did something very bad today. I want everyone to thank GOOG for QQQ not shooting up. Everyone say “Thank you GOOG”
GOOG only YOU can prevent wildfires
GOOG is the greatest company of all time...till I decide to open a leap position
MSFT/AMZN/GOOG/META Being negative over the last 6 months feels like the best purchase right now yeah? Is anyone setup to dominate the AI world like them?
META, GOOG, MSFT... imagine not being +2.6% like TSLA
GOOG=Get Out Of Goog
is GOOG gonna be cool today or what
Ok GOOG. You don’t want to participate in this rally? Fuck you, then. Be like that. Bitch ass.
So everything up but GOOG?
MSFT will probably follow GOOG and META in stock offerings
It's just more practical to say: "I own 6 shares of GOOG, the price is 365 so my GOOG holding is worth 2190 dollar". Compare that to: "I own 0.000000004917040358744394618834080717%, what is my holding worth? Just have to multiply that by the current market cap of Alphabet, which is 4493948103917". Also get more complicated to calculate earnings per shares, dividends etc. Companies would announce their total amount of dividends paid, say 58421325350. And then you have to multiply that by your fractional ownership of the company. Much easier to see that the company pays a dividend of 4 dollars per share, and then multiply that by the amount that you own. There would also be more computational overhead to keep track of a huge amount of decimal places to avoid floating point errors. And what if someone wants to buy a percent of Apple specified to 1 million decimal places? Or a billion? Integers are just easier to deal with. You'll be forced to limit the number of decimal places somewhere for computers to handle the transactions and ledgers. In which case you are just back to a discrete amounts of shares again
It's not a question of whether they can rent them to GOOG - it's whether GOOG can actually make money with them.
How cooked are my GOOG 375 6/18
Tim Apple announces agentic Siri and GOOG will pop off like a teenage boy
GOOG down so much you'd think I had calls
Who knew SpaceX, a private company go to space & return astronauts smoothly. When NASA was cutting down space shuttles, even after big spending many decades Technology adoption not easy, few can see dream & change for all. $MSFT $AAPL $META $GOOG $NVDA $AMZN big monopoly, now AI race to win Economy is digital, no AI win without semiconductor
World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH
What about holding SpaceX by proxy, like owning GOOG?
AAPL has decided to sit out the insanity of the AI battles until the tech is more proven and figured out, but holds the gold standard platform that any AI would want to be the primary on. Much like Google Search or Maps. It's what they do. Apple has never chased the cutting edge, they wait for tech to prove out a bit then take a crack at it. Obviously they're not perfect (Vision Pro) but also the first version of a lot of their products have taken a couple versions moment to catch on, and they've probably got a fat margin on the Vision Pro anyway. I was on the fence with Apple for a while but watching how these AI wars are turning out, I think they're actually just saving hundreds of millions/billions in unnecessary capex and AI training effort. Honestly I think MSFT, AAPL, AMZN, GOOG are all solid holds right now. MSFT is the most questionable, but they've got a lot of strength in the cloud and AI could benefit that. AMZN and GOOG both have STRONG internal plays for AI that doesn't require anything outside their internal capex, so even if the bubble pops, I think they've got a road to profitability with their AI directly; Amazon with logistical robotics and delivery, Google with Waymo and Android.
SPCE, GOOG, RKLB SpaceX will literally go to the Moon (and Mars)!!!
Well Nasdaq100 isn't getting nothing for it. SpaceX will list on Nasdaq rather than NYSE. Such an arrangement is to be expected during a Trump admin with a lot business quid-pro-quo already going on in Washington. Some in the ETF/LETF community swear by QQQ/TQQQ saying it's just the "better" version of VOO/SSO/PRO akin to how US investors say VOO is just superior "back tested performance" VT. I always felt I'm getting "enough" returns with the VOO and any extra I need I can get from margin, leverage, and/or options. Either way, not my problem since my CHAD-VOO/SSO/GOOG/GOOGL/BAC will be dumping SpaceX onto QQQ-virgins.
my entire portfolio is GOOG calls now, i’m willing to take a chance on a speculative bet with potentially higher returns
hoping GOOG opens up a percent or 2 in overnight/pre, gonna take some profit and move it back into NOK
In on GOOG 5,000 shares at $141. Sold 4,500 of them at $349.
$GOOG investing doesn’t imply anything. $GOOG just agreed to lease 110,000 $NVDA GPUs from SpaceX, GPUs I believe SpaceX doesn’t actually have. Correct… he was brought in to get rid of assets. Those kind of “CEOs” aren’t actually CEOs that can run a profitable company. He was brought in because Nadir Ali was a known bad entity and so he had extract himself from all public filings and…brought in Khurram Sheikh. Again, that’s what these guys do!
Holding onto my calls for NVDA, GOOG, CRWV, and of course SPCE. Oh yeah, and that stupid TTD put that refuses to move.
I am the builder of [alphasignal.digital](http://alphasignal.digital), and we track institutional options flow and volatility term structures. Selling a 280 strike put for 2028 on GOOG gives you premium, but it carries immense tail risk over a two year horizon. Long-dated options pricing is heavily influenced by the implied volatility surface and shifts in the term structure. If we transition into a high-volatility contraction regime, the mark-to-market loss on a naked short put can be massive even if GOOG never hits the strike. I build options trackers at [https://alphasignal.digital](https://alphasignal.digital/) to map these volatility surfaces and options flows so you can analyze structural risk before entering long-dated short positions.
Hard to say the one to sell. But can tell you the one you do not sell and that is Google (GOOG). Apple is about to unveil the new Siri based on Gemini and running in the Google cloud. Google just made a deal with SpaceX to get more capacity to support running Siri. Google has also seen 11 straight quarters of increasing cloud margins. Google just has a ton of new revenue coming in.
Reddit gets it sometimes right, sometimes wrong. \-PLTR was a reddit call \-RKLB has always been popular among redditors \-GOOG, ASML, UNH, AMD were clear reddit calls in 2025 I think overall group think here tends to work during bullmarket.
Am I missing something? Goog is 361 in afterhours. If you sell PUT at 280, the buyer will be ITM if GOOG falls below 280 (ie tech stocks crash by 23%) any time before Dec 28.
VOO/SSO/GOOG/GOOGL/BAC are some of my largest positions. I don't have QQQ since I'm already overweight tech. Instead I have leverage Russell2k. Etrade/MS offered me to join the SpaceX IPO but I didn't sign up. Already go indirect exposure long ago.
sort your investments by return and sell the one with the highest %return. dont sell MU as it just had a massive correction and youre most likely down or flat on it and it might make another run up. VOO has had a mild run up and had a mild fall so it might be a good candidate. GOOG/AMZN also depending on how long youve been holding it. MU/RKLB youre probably going to sell at a loss if you do.
Sell RKLB first. Analysts already see downside despite a 68% rally , and space stocks are sinking as the SpaceX IPO trade starts to break . It’s the most volatile name, furthest from a re-entry floor, and you said you may not contribute for a while — RKLB requires active management to trade well. Great stock, wrong time to hold passively. Sell GOOG second. Alphabet is raising $80 billion from stock sales  which creates dilution headwinds, and it’s in a confirmed downtrend off $408. Still a great long-term business, but you’ll likely get a better entry later. Keep MU if at all possible. Earnings drop June 24, with last quarter’s EPS coming in at $12.20 vs. $9.19 expected — a 32% beat . Expectations are high, and a strong beat-and-raise could deliver a post-earnings jump.  You’re holding through a dip right before a potential catalyst. Selling now could mean missing the move. Keep AMZN and SPY. AMZN is pulling back normally from ATH and AWS/AI tailwinds are intact. SPY is your ballast — you always want some broad market exposure. QQQI — if you need income to help offset the bills over time, keep it. But if you need a lump sum now, it’s near its 52-week high and that 52% yield won’t compound well sitting on the sidelines.
GOOG and MSFT are literally the broken down street whores of tech stock living off of daddy's inherited money.
Imagine thinking it’s the top when even fucking Berkshire is giving GOOG money to keep the buildout accelerating.
This is the best bear case in the thread and you're not wrong that it's the right framework. But the Cisco analogy breaks down on the fundamentals. Cisco in 2000 was priced on the assumption that every business would need networking gear *once*. The buildout was real but the monetization was a one-time event — after enterprises bought routers, they stopped. Revenue collapsed because the demand curve was a spike, not a sustained ramp. NVDA's situation is structurally different. The hyperscalers aren't buying GPUs to build static infrastructure — they're buying them to run inference workloads that grow with usage, then replacing them with the next generation 18 months later. MSFT, GOOG, META, and AMZN have all *raised* capex guidance this year and said demand is outstripping supply. That's not analysts projecting future adoption. That's current, paid, recurring demand from the four largest companies on earth. You're right that in a bubble everything looks cheap on forward estimates. But "looks like a bubble" isn't a valuation argument. The Cisco comparison only works if you can show the FY27 estimates are as disconnected from reality as the 2003 broadband projections were. What's your specific estimate for where NVDA earnings land in FY27, and what assumption breaks it?
That’s the only answer. The same 10-15 companies pass money to each other every few months and call it earnings and report it. All bad news gets “priced in” and stocks go up nonstop. Explain how GOOG reported 60% of their earnings is from their anthropic investment but anthropic nets like $20b a year and is somehow valued at $1T. Imagination and copium
More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.
Man, the 100% return on GOOG options last earnings was not boring.