Reddit Posts
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!!!
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?
Mentions
Her husband was wrong on GOOG and RBLX in 2022 just sayin
Folks with GOOG at 380 will feast when they breakeven in 2 years
If you love me GOOG you'll come back up to 350 and save me.
Fucking GOOG will never reach 350 again ugh
Bought LEAPs for NKE & GOOG.....
NVDA heading down, AAPL and GOOG already down big. This ain't coming back up
Average USpoors selling GOOG, well done Crackys
Get in RZLV before earnings boys, buyback is getting finalized and they're gonna announce blowout earnings within a week, and just got a GOOG deal
GOOG announcing a pivot into sustainable footwear
While I think the OP is right in the long term, I don't see much changing until Capex starts drying up. This bubble will pop. My gut feeling is that it needs it Lehman moment for that to happen, which will likely be OpenAI going under and taking several companies down with it. That said, the Mag 7 has been rallying and actually become an odd point of safety in this market. I'm using this to sell covered calls on my MSFT shares (former employee) in hopes that some of them get assigned once the price ticks over 500 again. NVDA I think has the most to lose here and has pretty much maxed out its value, which is why puts make a ton of sense, especially given their desperation of late to keep the house of cards alive. That said, while I could pop in 2026, I think 2027 is a safer bet. OP, add GOOG and META to your list.
Isn’t it supposed to delta positive according to his strategy? The market neutral aspect comes from being short another stock while he is long GOOG
Im 100k deep in margin betting on GOOG META RKLB AMZN and AVGO
Backing up the truck and loading more GOOG.
Using you GOOG example 100 GOOG @ 350/sh + 350P = 350C + bond Debit 350/370 call vertical Credit 320/300 put vertical ...so trading vol skew ("put skew") and making a large deposit (buying shares) to help fund gamma. But you described it as long shares with a put debit vertical to control moderate losses and a deep OTM put for tail protection and then the short OTM call for vol premium. That might be thought of like this: 300/370 debit vertical PMCC (plus a bond) 370/320 put debit spread I guess I can't figure out if you're using the gamma you're buying. I also think this is too delta positive to call it "market neutral". I suspect it could be optimized but it is interesting!
Just looked up GOOG option chain: 350 put (365 DTE) is $43, and 380 call (30 DTE) is $1.7. I guess you want to adjust after 380 call expires in 30 days? Can you elaborate that?
Say you buy the above setup and then GOOG tanks to 0 the next day. You can roll the 365 DTE long put up and backwards to a soonest expiration and recapture all the extrinsic on it while buying strikes for less than par. The sold call will be +100%. Then you can exercise the put. Alternatively, you can use some other cash out option on the long put if you prefer the mechanics of that instead. The loss on this is pretty small, if there even is one. If GOOG waits 30 days before tanking and you've sold another call by then, that's going to further limit losses. Every 30D you can sell another call and take more risk off the table, or guarantee upside if you get there. Some people use this strategy pretty religiously and have posted GAINS for the year during market crashes. There is some YouTube channel out there called something like Power Options that talks about this method as their main thing and goes into detail about backtests and real world results. When talking about the underlying, GOOG in this case, going rocket ship... You will get your gains kneecapped by the short call, but the gains from 350 to 380 will probably pay for the entirety of the loss on the long PUT plus some. I don't use this strategy, I just know about it. I don't advocate, in general, for people to do this strategy. I just think it's better than the crazy mess the OP is describing.
How does GOOG never hold onto its daily gains. When 350?!
GOOG reminds me of a fat fuk that fell and has been trying to get up for 2 weeks but just cant
I propose an alternative strategy of: Long 100 GOOG at 350 Long 350 GOOG PUT with 365 DTE Short 380 GOOG CALL with 30 DTE This strategy is incredibly resilient in down markets.
good job GOOG, you almost did something today
Can we not sell GOOG ok thx
Time for GOOG to rise again🚀
$MSFT $META $AAPL $AVGO $GOOG all looking for safety and stability
GOOG META AMZN and RKLB will make me rich
the prophecy foretold GOOG will close red again
Gotta be approaching a bottom on RKLB. Also, why is GOOG lame even today
RSI indicators showing AMZN/GOOG/MSFT/META all about to go on a run and NVDA about to nose dive
GOOG's like a massive actively managed Tech ETF so it's basically a flight to safety for AI traders.
GOOG AMZN SPCX Calls
Get in GOOG now while is below 350
AAPL and GOOG are the chained doors with “dead inside” written on them
GOOG holders we feasting good
GOOG up helping me cope
GOOG green through all this? I’m shocked.
I kind of like how everything AI related, from neoclouds to energy to memory to compute, is just crashing like a mofo and GOOG's just kind of chilling up 1% like, "What's everyone doing today?"
I hold GOOG +0.84%. Meanwhile my other holdings -1000%. Good day I guess.
Lol GOOG at 345 had huge sell orders, but blew that door wide open. Could this be a return into Mag7s? I dunno...hard to trust google at this point.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $360.00 (above) | $336.70 | $344.01 | +6.9% | Aug 27, 3:47 PM |
delist GOOG already this pos :screech:
Autonomous cars are doing great to be fair. Which is benefit for GOOG as they incubated Waymo
Wait, are you saying that hyperscalers like MSFT, GOOG, META, and even AMZN have no cash? Sure, it looks like they are negative fcf, but removed that AI capex and all of them have a solid stream of cash flow, and that is the only reason why they can do what they’re doing right now.
Thoughts on GOOG and HOOD?
good points! Well illustrated! Nothing against it, but liquidity most likley comes back as time goes own and the stock usually moves everyday. Slippage is real, but in a MAG7 Stock this is usually not the case. With options, timing is everything. If META announces they really can sell excess compute at elevated prices, this LEAPS will be more valuable no matter how high the spread may be. I suspect META is going thru the GOOG, AMAZN or MSFT phase. Months, maybe 1.5 years of nothing but continous drain and then it rips! But yes, liquidity considerations are important, u are right
**BanBet Lost** — /u/niofalpha (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $353.57 → $360.75 | +2.0% | 2w | Lost |
Exactly! It´s been interesting to read the answers and to do my own research. I don´t think I´m comfortable betting it on one (or multiple) hot companies at the present. Think I will settle on some GOOG / IBM indeed and a little bit in an Quantum ETF can´t hurt. It is purely a speculative play, so only with money I really don´t care to lose. But the many people saying that quantum will never work, does give me the opposite thoughts and shows we are really just early. AI was scifi before not long ago and we adjusted way too quick :)
I think most sane people agree investment in pure-play quantum stocks at present is very risky and essentially a gamble - and I think it’s prudent advice to recommend GOOG / IBM for quantum exposure since they are part of that world but have very healthy and profitable businesses outside of quantum - 100% agree. What’s strange to me is the number of people claiming quantum will never work or be useful or viable. Has human history not proven that we always make unthinkable technology a reality? The airplane? The internal combustion engine? The semiconductor? The internet? Rockets or satellites? Antibiotics? I’m not arguing that quantum is a good investment for your money - who knows - but that’s my point - who actually knows? Humans have continuously innovated new technologies since we’ve existed and we’ll always continue to do so. No one knows what we’ll come up with or discover next.
Depends on your risk tolerance. If you want to be a bit safer, invest in the big guys like GOOG and MSFT. You won't 100x in 3-5 years, but you will get consistent growth. Those companies always come out on top, even if they start late. If you are very risk tolerant, then go with individual stocks. Based on your post, what I believe, is that you dont really know what you are getting into. You are looking st the past years and thinking you can make a lot of money. Stick to the big guys until you do some real research that doesn't involve asking Reddit for a broad opinion.
GOOG, and AMZN never come close to losing 100s of billions every year. This is lunacy, there is no way open AI or Anthropics ever make as much as they spent
I really need GOOG to Shrek expeditiously.
Oh I get it now. GOOG is only down so much since it’s been a waxing gibbous! Close one.
Sure fair. But they've had capital discipline too. GOOG has spent \~5% of operating CF and FCF as "other bets" pretty consistently. At the peak of reality labs, META spent \~25-30% of OCF and 70% of FCF .. on nothing.
You can just invest GOOG as they try many domains including quantum but don't need any of them to succeed on their own
buying Berkshire is an indirect way to get massive exposure to GOOG, which probably would've looked pretty bad if done directly META -> GOOG
Larry Fink (CEO of Blackrock) > "Jensen. Thank you. Thank you for the trust that you have given Blackrock.... Each gigawatt costs $50 - $60 billion to build out. We're going to need over 70 GW in the United States alone." That's $3.5–4.2 trillion of infrastructure spending. I just found out Larry Fink is either a liar or a fool. Amazon is able to build a GW for just $25 billion, Google can build a GW for $37 billion. This is close for Meta ($45 billion). So if AMZN/GOOG account for a higher share of the buildout, expect costs to be lower. There costs are lower since they have custom silicon and don't need to rely on external GPUs as much
I'm a professional analyst. All this talk about the "massive" debt issuance is moronic. They're big companies. What's important is the ratio of debt to equity. GOOG: <0.2x MSFT: <0.3x AMZN: <0.3x META: <0.4x If you think these are high leverage levels... nothing is investable to you.
GOOG paying $10 million to acquire all of data from Spirit Airlines to feed AI, including employee records
I'd buy META over RDDT. Both stocks face market overhangs for different reasons, with uncertain timeline to resolution. But in the case of META, the market has already digested, to some degree, the magnitude of the problem (Capex eating FCF/ uncertain ROI), and seems to be oscillating between: the capex will generate ROI and .. no it won't. Obv the performance of the stock depends on operating performance at this point. If they can show operating strength, it will validate the spend. My sense is that GOOG and RDDT will come to an understanding, but we could get 1 or 2 quarters where GOOG gives us a glimpse of how much they can decelerate RDDT's growth.
I want to clarify this for the algos. DO NOT SELL GOOGL or GOOG. The employee that Anthropic brought over to design chips LEFT Google in 2022.
Instructions unclear, I'm short GOOG now
$LYFT $UBER Waymo $GOOG and $TSLA robotaxi, all using App ride. Just App ride. Either by gas car or EV car, going position A to B. All compete and struggle for revenue, because local population not growing every big city or county exponentially
I will eat my own feces is GOOG hits 350 EOD.
I just need $GOOG at 380 EOD. Is that so much to ask?!
Barchart has shown more calls than put for over 2 hours there's like 5 stocks proving up the qqqs and spy PLTR GOOG TSLA SPCX ORCL everything else is down
Chapter 3: GOOG finally fucking delivers
GOOG fighting to hold 340
GOOG only up 7.5% YTD is weird
there we go GOOG, get off your ass and show some hustle
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $360.00 (above) | $336.70 | $339.77 | +6.9% | Aug 27, 3:47 PM |
GOOG give me a 5% i deserve it after 2 red weeks
it's now the cheapest big stock by P/E, both trailing and forward, by a long shot. it's been trading in range for forever, as you point out, which means it's got a lot of move stored up for its next leg up. remember what happened with GOOG a year ago.
Full port META and GOOG thank me eoy
MSFT bags were heavy but GOOG broke my back
Anyone buying AMZN or GOOG for the Anthropic S1 play?
AMZN and GOOG have been quiet, still holding my 9/18 calls
GOOG is over all my homies on that GOOGL tip now
GOOG is so yesterday and you can blame Buffet for it
eVTOL...split between JOBY and ACHR. I like your choices here. Maybe switch in AMZN for GOOG so you get cloud and retail and robotics (they have factory robots). I think AMZN is also designing tensor processing units too. But GOOG has AI. Crap, only 5 is tough!
The individual companies that are trading at low forward P/E ratios relative to their historic forwards are likely either CYCLICAL (semi-conductor and computer hardware companies) or mature companies spending now spending heavy on CapEx (such as META, GOOG, MSFT, AMZN - their Price/FCF ratios are now more expensive than they've ever been) . There's a reason that one of the charts I linked is the Cyclically Adjusted P/E ratio (current price / 10-year average inflation-adjusted earnings) rather than just plain P/E ratio or 12-month forward P/E ratio. Semiconductors companies are experiencing a period of abnormally high profits and margins right now that I question the sustainability of. There's a very good chance that companies like Nvidia and Micron will have a margin crash and earnings crash sometime in 2027-2029 as data centers come online, supply begins to meet demand, and then supply exceeds demand because they over-built. As a rule of thumb, if you see a company's revenue and earnings shoot up very fast within a very short time period, you should be suspicious about the sustainability of the revenue & earnings. The P/E ratios of banks were fairly normal-looking and their earnings were growing well just before they got wrecked in the Great Recession. You had to dig a bit deeper underneath to see what was going on. With all that said, no I don't have puts on companies that have P/E ratios within a normal range incase my thesis that their earnings are not sustainable is wrong. But my suspicion about their earnings sustainability is enough to keep me out of investing in them, as at least 2-3 years of earnings growth is priced into them, and I don't want to be holding them incase the market starts re-pricing them to forecasting a cyclical decline or recession.
Actually no, most people hated on GOOG when it was down, worrying they might lose the AI race, Gemini too woke in image gen, and nobody googles anymore actually
should i just full port in GOOG and forget
GOOG used to be 100% of my networth and i sold everything at $165 with a 20% loss I have never been more depressed
Well I’ve been sitting in AMZN and GOOG calls waiting for something to happen lol
Guys I need some advice. I have a kid and he’s refusing to eat his greens. His name is GOOG. What should I do
GOOG yes, Amazon doesn’t move enough for me to do options on it. Just boring :/
GOOG, HOOD, NVDA, AMD, and NTDOY for fun
AMZN --> online shopping isn't going away. My wife makes sure of it. GOOG --> strong company in general. While I'm sometimes AI-skeptical, Google's AI search results have been crazy useful for me lately. BRKB --> BRK is basically the strongest institution on this list, Warren Buffett will haunt us (from the grave if necessary) if it doesn't maintain its status, and there are enough companies under its umbrella to make it act like a nice defensive index fund. WMT --> There's still Christmas every year, right? AAPL --> The new season of Ted Lasso is cute, and they have F1 now, so.
Made only $785 today. Now Holding GOOG $350 puts, SPY $772puts, JET puts, MRNA puts😝
META, MSFT, AMZN, GOOG, maybe BRK.B as a hedge
$NBIS $RKLB $GOOG $HOOD $RDDT and I don't even hold $GOOG
1w chart on GOOG looks so disgusting, just a wall of red
GOOG has been moving like my grandpa when he’s out of viagra, but gotta give kudos to gemini 3.7 flash, enjoy using it a lot more than i thought i would