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
I wish I held my GOOG shares instead of offloading them at $225 like a paranoid dumby. Not making that mistake again with this one haha.
safe to say $300 $AMZN calls? the $GOOG of 2026
I think the issue with MSFT is that there are so many more compelling stocks to pick. I know it’s relatively cheap compared to competitors, but who really expects MSFT to outperform GOOG over the next decade?
>GOOG faces a potential avalanche of addiction lawsuits after a plantiff successfully sued for addiction. >Rising energy costs will increase GOOG's operating costs >GOOG is forced to spend hundreds of Billions on CAPEX on AI just to remain relevant(providing AI services like Gemini to users at no extra cost and without ads) >Rising HBM and chip prices are likely to reduce GOOG's return on invested capital. >Ad revenue growth has depended on increased ad density(more ads experienced by users), rather than organic growth in engagement, both across YouTube and Do you realize those points also apply to OpenAI an Anthropic? Do you realize that Alphabet has several other highly profitable segments that are helping to fund their AI initiatives which OpenAI and Anthropic do not have?
NVDA a great hold for the long haul. They will continue to innovate and dominate the market. Was in and out of it many times a long time ago. Buy any dips on it if you are into individual stocks. Seen many bubbles. They never pop when everyone is saying they are going to pop. They pop when everyone is saying buy and everybody and their mother are buying stocks that never had in past. Then BAM down 20% quick. Most people sell when down 20% swearing off stocks only to see them go back up then they buy again out of FOMO. Classic buy high sell low. For years I have been diversifying via ETFs across Intl, US stocks, gold, bonds and real estate. Up 6% YTD and up 35% for last 12 months. Granted I did buy a few individual stocks for a quick hit and run because the instant discount was to good to miss when Trump put on the tariffs last year in NVDA, GOOG, and TSLA. Made quick cash sold them and back to my diversification. Old habits die hard but the discounts were unreal. No guarantee of losing money though with diversification. When war started everything went down. Held on though and up for year.
I thought the market was pivoting out of tech for now. Took some profits on MFST and GOOG. Not sure what the next move is. Bought some energy and sitting on cash looking for the next play. a
Im a buyer or MSFT here but its at a 23 PE and I think GOOG was like 16?
MSFT feels like GOOG last year after tariffs. Lagging behind others in its recovery and already pretty beat down regardless. Maybe not as much upside here but I do feel like it’s a pretty safe bet where the reward potential far outweighs risk.
> The "leakage" isn't necessarily a loss of revenue for Google yet. By keeping users on the search page with AI answers, Google is actually increasing its ad density. The increase in ad density is just displaying more ads per query/longer ads on YouTube, not increased engagement. The issue is that users expect faster info now. Whereas before people would willingly perform 5-10 queries to get what they want, they now expect either a single query/AI overview, or a tool like ChatGPT/Gemini. This forces Google to stuff more ads into a single page view to maintain ad sales. >The $100B projection for OpenAI is an internal "stretch goal." While they reached $100M in annualized ad revenue shortly after launch, competing with Google's decades-old "AdWords" ecosystem (millions of small-to-medium businesses) is a massive execution hurdle for a research-first company like OpenAI. They have beaten all of their past estimates so far, IMO their $100 Billion number is conservative. GOOG does $200 Billion a year in ad sales currently. This would only require them to capture a fraction of the market. >Unlike Microsoft and Meta, who are paying "Nvidia tax" (high margins to a middleman), Google designs its own AI chips. This gives them a structural unit-cost advantage that may actually improve their ROIC (Return on Invested Capital) relative to peers over a 5-year horizon. This is false. Microsoft, Meta, and Google all rely on Broadcom for their AI chips. Google does not design their own chips, they license them from Broadcom with some customizations. Google is subject to the same market forces that Microsoft and Meta are. >Microsoft often trades at a premium because of its Enterprise/SaaS stability. If you view Google Cloud as the "new" growth engine (which grew 34% last quarter), a 29x multiple isn't necessarily "dinosaur" territory—it’s a growth multiple. Google cloud's growth is cyclical. AI hyperscalers are only using Google Cloud because their competitors(AWS/Azure) lack capacity. Once the compute shortage is mitigated, they will consolidate resources back to Azure/AWS which offers a superior platform.
GOOG's market share statistics are misleading because they force Gemini on users of other products like Android Chrome, Gmail, etc. Very few people actually go out of their way to use Gemini.
Honestly I don't see anything obvious at the moment. Almost anything remotely connected to computing hardware/AI has already skyrocketed. My best guess is probably Microsoft. Their valuation is very conservative for how fast they have been growing earnings. Sure their rollout of Copilot has been disappointing, but they are likely to grow just from increased AI demand and from their stake in OpenAI. But even Microsoft is a low confidence play. Being a megacap limits their upside, and their connection to AI means elevated risk. They also face some of the same risks GOOG does with rising energy prices, rising hardware prices.
"GOOG is a dinosaur company depending on the consistency of consumer habits to remain relevant." . . . Said no one ever (except you). If I put a quarter in your mouth, will your brain turn on?
GOOG was the redheaded step child of the mag7. Now it's MSFT. Leave that poor kid alone!
Not sure you realize how Google has transitioned to using AI in Gemini. It will only improve more and more and with their AI studio and antigravity tool. They are going to dominate the future in AI. Don’t forget Google has been using ai for Gmail and other platforms since early 2000’s just wasn’t the terminology used. I would be all in on GOOG.
I upgraded GOOG from DUMP to MOON after OP forgot to include Waymo and SpaceX revenue.
get in GOOG or don't cry about it
I litterally bought the GOOG 315C .02 from the low of day, boys
This year's TACO trade really was a gift for me getting AMZN calls and META shares at a nice discount...I was very close to dipping into my margin for GOOG LEAPS when it hit $275 in March but decided my risk tolerance wasn't strong enough for that
Yeah it’s not bad for long term. It just sucks to see the other tickers like AMZN and GOOG popping 5% meanwhile MSFT is -1.05%
bought the GOOG dip u/9 :38 315C for .94 then at 10:37 for .53 a few pennies from the low already sold one for $3 lets see if GOOG clears and holds 317 to get to 319.50 + area.
back from lunch time for GOOG to shine
Well if my GOOG shares get called away at $335 I’m yoloing that money into MSFT shares.
Buffett buys almost 5 billion in GOOG shares hour half ago and still has massive upside left got in prior after posting in thread hope some of you agreed...
I’m done buying calls on MSFT. Wish I stuck to GOOG. Your welcome to all MSFT call holders it’s going back to 400 now.
Thank you Buffett for buying 4.34 billion in GOOG stock right after I bought calls! Yeah boi!!!! Warren Buffett Bought $4.34 Billion in Google Stock: Is He in Profit?
bought off that GOOG 401 bounce and was wondering who bought around 11 that massive Volume green candle...GOOG calls are gonna print boys hope you got in earlier when I told you multuiiple times! # Warren Buffett Bought $4.34 Billion in Google Stock
Whew! A little breather cooling off during lunch hour before next pump META and GOOG lets go!
So after all that build up your genius play is to buy shares of GOOG? Ok I
GD that was a massive green volume GOOG candle little after 11
buy more puts for GOOG and META please to fuel this rocket!
look at that monster vol fat candle GOOG, boys, what did I say earlier?
GOOG, again boys, what did I say earlier? I'm trying to make you take free money off the table boys.
we just need GOOG to stay above the Daily 100 boys so it can catch up with the rest of the big boys.
What did I say earlier about GOOG, boys?
GOOG has to now catch up with the rest time for his shot
Bought GOOG Calls $320 04/10 yesterday. Down 84%. Crazy man. Quit or Hold to 0 now.
GOOG and a prescription fron your psychiatrist
Just watched Gemini 3 Pro galaxy brain a game of among us against every other AI. Full porting GOOG at open for the next 40 years.
Sorry, let me rephrase, "What numbers are you picking?" TBH I'm just sending a signal to Reddit to serve me up more GOOG-related news.
Yup. GOOG is probably one of my top 5 “sleep well holding” stock.
I won't argue with that. I've been buying more World ex US stocks than US stocks b/c they are cheaper. I'm also more into the HALO stocks for my US positions. Boring stuff like $CAT, $DE, $T, $LEVI. I'm not smart enough to predict who the winner of the AI cap ex spend will be. If I had to guess it'd be either $AAPL or $GOOG b/c they will just sit back and buy the winner.
having used GOOG models recently they seem to be very behind again
That's why I left most of my money in GOOG and VOO. I have some for dip buying, but mango is done with this story line.
Same. 9% of my portfolio is GOOG but Yahoo Finance is vastly superior. The only service Yahoo is good for.
starting to realise each of the MAG7 has its time in the sun and its time getting f\*kcked. Last year it was GOOG getting f\*cked, few years ago META. MSFT is a great company and so well placed to make mint from AI across all its products. Just will take some time for the market to pull its head out of its ass.
Hold off on the big GOOG but if you buy AMZN MSFT right now you will not regret it... probably.
MARKET up 3% GOOG = +3.7% MSFT = -0.05% ... you can't make this sh\*t up
Looks like everyone completely forgot how META lost a landmark case which subjects it to potential hundreds or thousands of similar lawsuits and it went up 8% on releasing another AI model like does it even matter. Even GOOG and OpenAI can’t find revenues and I don’t think META is doing itself any favours by letting people upload AI slop on their platforms. People hate this stuff. Like get a hint from Sora shutdown.
MSFT still 31% down from its peak while GOOG is down 7% from its. MSFT is cooked lmao
I killed it on GOOG last two days. 🥂
Bit the bullet and sold my GOOG for a 3% loss this morning. My 0dte puts are up 100% though, too bad I only bought one
I've been watching this exact pattern play out and honestly it's got me nervous. Yeah the big tech rally looks nice on paper, but I'm noticing the same concentration we saw right before some gnarly pullbacks. Like, when NVDA, AAPL, and GOOG are basically carrying the whole market? That feels fragile to me. What's wierd is energy getting hammered while tech rips. Usually that tells me people are rotating out of defensive stuff into pure growth bets.
GOOG is undervalued as f, when broadcom is so high the reason thwy exist is they use google ip. I mean the whole AI is thanks to them show respect to the real boss.
I for one enjoyed buying GOOG at discount prices
Sometimes they will allow the share holder to choose if their chairs are kept in GOOG/GOOGL or the spin off company. This is how we did it with a company I was involved with almost 20 years ago now.
Every singe time since this thing started, Whomever is talking the most shit the night before and before open gets screwed that day. I'm dumping my TQQQ and GOOG calls at open.
I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
Kept some MSFT 380 & 385 calls along with both SPY puts and calls but I'm hitting my head against a cabinet for selling the AMZN 217.50 & GOOG $312.50 calls. Taco gonna Taco
What mag7 will jump the most today. Here's my vote in order of goggest gain. AMZN, GOOG, MSFT META. Not sure about the rest
In the yesterdays total chaos, AVGO - GOOG - Anthropic deal was announced. Everyone was piling in to rush in calls for them. That's good But most, forgot WHO is actually going to be making those chips. **$TSM** **Earnings next week as well.** $400 incoming
Just because the outcome isn’t beneficial, doesn’t mean you were wrong. What if you dumped a toxic ex and then the ex won a lottery? Stay true to your conviction. Plus if you look at the 5 years chart, your money would’ve been better invested elsewhere, from GOOG to gold or silver. Hell, even SPY would’ve done better if you look at the 5y chart exactly today
Guess who sold their GOOG 315c for 51 dollars today? I was stoked for the 2x. It’s currently at 316+.
Seems to me that now Spy just inverses oil. That’s a huge dump in oil for a shaky two week deal with who knows what on the other side. I wouldn’t be surprised if a lot of oil stock go green by mid day on dip buying. XLE especially. So, what will that do to the broader market? Q’s, SPY etc. I don’t know shit btw. But this is what I’m thinking about. I’m long some oil stocks but also holding TQQQ and GOOG calls for Friday. I might have to let most of them go early if it’s gaping up. I’m sure I’ll regret. Maybe not.
Jokes on you I used my cash to buy dip on SPY in my 401k and more GOOG at 275 in the Roth
GOOG up big in AH, relieved to see it
Look at my GOOG fly 🥲. Such a beauty.
My CCs are fucking fried now. I think Rddt will stay below $200 before May 15, but I think my GOOG shares are getting assigned at $335
Im starting to feel bad about selling my GOOG leaps a couple of weeks ago when it was $300. Felt really good when it dipped to $273 though...
Those 315 1DTE GOOG calls I bought are almost in the money wtf you can’t make this shit up
Will GOOG keep going up?
GOOG is the frontrunner, holy shit
I sold GOOG $335 and RDDT $200 CCs for May 15. Went from feeling like hot shit to shit in 2 hrs. Might feel the opposite soon lol.
Every GOOG bear shake that CULO NOW!!
I inversed myself and held onto my long positions (GOOG, UBER, NVDA, VOO). So far so good, but we'll see what King Taco has in store for us.
The only green in my entire port is GOOG lol we're done
Fuck my life for selling 100 GOOG shares at 296.5 to use it to buy Apple
So what are we all buying? I added quite a bit to existing positions of MSFT, GOOG, UNH, AXP, and the safer bets like VOO and the like, but I obviously didn't consult my crystal ball first as they keep dropping. I'm confident they'll pay off in time, but whats the current clusterfuck setting up to take advantage of?
Cramer just said Gemini is the best... Puts on GOOG - Sometimes Gemini Ultra makes Siri look like Skynet
DOW already down 300 (9:50am est). I sold off some stuff yesterday: AMAT, IBM, CSCO, made a nice gain, as I didn't have large positions in any of them, I figured take the money and run. Keep it in a t-bill and when the dust settles from this Iranian debacle, jump back in. Holding my bigger positions, NVDA, AMD, MRVL, GOOG, AMZN & AAPL. They'll probably get hammered, but I think these companies have the ability to bounce back quickly. Using last April's tariff fiasco as an example, and even the Covid-19 correction, these aforementioned stocks recovered in a relatively short period of time. Unfortunately, Trump is such a loose cannon and Hegseth is an incompetent moron, that if this escalates into something long term, recovery could take longer than expected.
Just sold my full positions in AMZN and GOOG, about 90k USD. So probs moon today?
I agree, there's more cushion from GOOG in case the deal goes south, is mispriced, or some other shenanigans.
Depends on your style. I personally invest actively and am looking for: 1) High fraction of exposure (GOOG fraction is small) 2) Potentially undervalued (Funds like DXYZ and VCX are trading at high premiums) This gives me more control and some cushion. You can certainly argue that GOOG as a company is more stable than SATS and a way to get a small degree of SATS exposure, if that's your jam then sure.
The first AI model that learns to stop fkimg apologizing will be the winner of this dumb ass race is At this point, i’m convinced the only thing that Gemini ultra does better than Pro is more long-winded. Apologies. I ask a question. I get an incorrect answer. I indicate the answer is incorrect. Gemini then spends about 30 to 45 seconds apologizing, explaining that it understands that I’m frustrated,blah blah. Just STFU and give me an updated answer. It’s an AI. Is there anything more insincere than an artificial intelligence apologizing? Puts on GOOG
$GOOG, $AVGO [https://x.com/AnthropicAI/status/2041275561704931636](https://x.com/AnthropicAI/status/2041275561704931636) >We've signed an agreement with **Google** and **Broadcom** for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. \-- Anthropic
I have 100 GOOG shares at $279 I regret selling a May15 335 call against it :(
Only reason I can assume MRVL is down AH is because of the AVGO/GOOG news. Unless someone tells me otherwise.
I was wondering why GOOG was popping off today unlike the rest of the market. Turns out someone had inside info