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Drew my own version of a loss meme in honor of my soon to be dead GOOG calls 🥲
Advice on what to do after GOOG earnings: prepare to bag hold
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
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?
Mentions
GOOG dragging down the entire nasdaq
Ya ended up just 4k if GOOG calls went to 0 tmr
That graph turning into the snowy peak before the absolute drop on those GOOG calls is peak wallstreetbets art, truly capturing the exact moment theta decay turned your portfolio into a wasteland.
Buffet watched GOOG from sidelines for two decades and fomoed in at the top 🤣
If Alphabet $GOOG falls more than 9.77% tomorrow, it will be its worst earnings reaction day in its history as a public company. Note that two of its three worst earnings days also came on its October report in 2022 and 2023. https://preview.redd.it/2jdh9jcc8dyh1.png?width=1168&format=png&auto=webp&s=c8c075a2b98e7b90ce80eef232153656e5f54fcb
valueinvesting tards love GOOG , thats the only stock they understand
Who knew all the regards blowing up their ports on GOOG would single handedly burst the bubble 😂😩
GOOG you good Maine? wtf lmaooooo
Glad I lost my money on $CHTR so I couldn’t on $GOOG
Sold all my BTC for FTNT and GOOG finally
Who's catching the GOOG falling knife with me? My hands are bloody. Mom's spaghetti.
GOOG is at least -30% from ATH, after this -10% drop on earnings call. Bullish.
Earlier big AI companies slow down rogue AI agents Then NeoClouds bonds collapse, crash $CRWV $NBIS $IREN etc Now big clouds $GOOG $META $MSFT $AMZN big spending, negative cash flow, big debt load pain at higher rate When theme fade, dominos fall fast, this time not different.
Selling my FIG calls tomorrow and full porting GOOG puts!!
291 for GOOG seems expensive now
europoors selling more GOOG
i asked gemini what he thinks of people calling GOOG POOP- At least Poopcoin has a higher market cap than whatever’s left of my dignity after today.
>Today, people are acting like the entire business is falling apart. It's not people. Manipulation is rife on earnings date. GOOG is only getting better. More than half a trillion in revenue in the past 12 months. 25% revenue growth YoY. In 3 years time, GOOG will likely have a yearly $1T revenue. GOOG will rise back up.
looks like GOOG wants to go to 280 and not 300
FOMO into GOOG at top. Imagine if they just held AAPL, people would be crazily glazing them
Let’s see what all the GOOG investors say now that finally it’s happening what it has been said it’d happen since ChatGPT came out.
Let’s see what all the GOOG investors say now that finally it’s happening what it has been said it’d happen since ChatGPT came out.
GOOG ad revenue decrease is indicator more ppl using AI instead of legacy GOOG web searches, AI trade is back
I can’t believe they ordered air strikes on GOOG and NOW. Too much winning.
BREAKING: Berkshire sells entire GOOG stake for a loss so that they can buy back in when GOOG goes to $250
full porting GOOG puts tomorrow
Agree, the only thing regarded is FUD around GOOG out of any of all the AI companies with no backbone like GOOG
What does your GOOG exposure total? 🥶
Let GOOG 2 more hours in that range, thanks.
Nope. Alphabet is 4.5x% SP500. GOOG is only one component of Alphabet. Regarding SPX, I hold 7600 before 7900. For a while now.
Alphabet Inc. (Google / GOOGL, GOOG) has a **forward P/E ratio** of approximately **20.48 to 21.79** Thats a bubble???
CHATGPT IS DESTROYING GOOG…oops wrong year. CAPEX IS DESTROYING GOOG
Call me super well regarded but as a long play I feel like GOOG has the best chance to turn their AI activities into something that is actually sustainable with actual growth From what I can tell they have not fully rolled out ads in their ai search results yet, and they started doing more campaign types to target ai results. In any case, did you say you wanted the napkins in the bag?
Okay palantir is different Now that is really just bag holding nonesense But bag holding GOOG is much more sensible
Oh fuck you’re gonna make me GOOG :sorrow:
At the very least, GOOG knows what it has to do to appease the bull gods
GOOG will be back go to 300
Tomorrow will be the epic battle between MSFT earnings and GOOG earnings for the heart of the market
GOOG announces worker buyout, moons...
Green by open. GOOG results are a GOOG search cannibalization problem, not a sector problem. Cloud revenue and margins ripping.
Anyone going full port SLS or GOOG
This is a great time to be firm on your thesis and buy if it still makes sense to you. AI doomsday people, Bears, content creators, rage baiters are all hungry for content. So something like this will feed that machine with all kinds of chatter. Same goes for the other side when the stock rallies. Ignore the noise and ask Is AI here to stay? Is GOOG setting itself up to capitalize on it in the LONG term? Im adding a small amount at open and will continue if support holds. Its not a Sell for me.
I am calling GOOG will be back above 300 pre opening
GOOG will get you your money next week bro, they swear they have it
#Can't wait to buy GOOG at $150 in a month or so LMAO🤌🍁
GOOG stinks, not surprised they missed
Tbf the value tards have been on GOOG for several years now, and the NKE and ADBE slop gets laughed away fast. Birkshire has also been buying anything below 350. I do think we maybe see 250s or lower but I’ll be buying the way down
GOOG is negative $9Billion in cash flow with uncontrolled Ai spending.. you’ll look at stock freefall
If only GOOG kept it in the pants, futures would have looked so green.
My stocks never gained from a GOOG beat, why are they all down 5% on a GOOG miss? Retarded market.
thinking I will sell my 700 shares of GOOG cuz the monster tards of valueinvesting are interested in it, fucking massive tardsa.
GOOG crashing would be a lot more funny if it wasn’t taking everything else with it
I am panic selling all my GOOG stock tommorow because Google only has: * Search + Ads * YouTube, subscriptions, platforms, services * Devices (think Samsung, Apple) * Google Cloud (think Amazon AWS, Microsoft Azure) * Google TPUs (think AMD and Nvidia) * Waymo (think TSLA robotaxi) and Robotics * Google Quantum (think IONQ, QBTS, RGTI) * AI Models (think Anthropic and OpenAI) * more... Google's latest model (released yesterday) Gemini 4 Carbon scored higher than Anthropic in many benchmarks
All Sundar had to do was make a slick bs story speech like Ellen about going to Pluto to rename it Goofy bla bla bla. No his whole team talked facts and figures 'profit-loss' in this era of tik-tac turd for brain zombies. He should have just said 'we are going to kill all the jobs, f the wage cucks if they do not accept UBI'. Oh yeah the wall st fat fcks would have sent it to $1000 per share. Plus some salacious stories of GOOG big shots getting hire a womb 'girlfriends' preggo with bastard triplets etc.
Lmao I just bought GOOG.
Down big on GOOG and British Airways lost my suitcase fml
Time to quadruple down on GOOG
Going 100 percent GOOG portfolio. Selling everything and using it to buy all GOOG
I knew GOOG was dead when regards in /valueinvesting calling $GOOG cheap
It's just an earnings report. People act like they stick. Up or down (particularly down), GOOG corrects over weeks. It's fucking Google. People are gonna be buying the dip this week. Everyone acting like they've never seen the market freak the fuck out.
Anyone leg out of their credit spreads? Asking for a GOOG investor
If I bought today, we’d soon after be getting wind of a GOOG fraud that made Enron look like child’s play.
Love the two posts about GOOG on the front page. Paraphrasing here, but one is 'GOOG earnings spell trouble for AI trade' and the other is 'GOOG earnings fuel the AI trade. None of us have any real clue :pointlaugh:
Bet tomorrow will be boring. Market will end up shrugging off GOOG diving off a cliff and chop some more
Go search $GOOG on X lol the Xperts are now bearish lol
GOOG is famous for never giving guidance, so in this case 100% of the estimate comes from external Analysts
Full ported my entire paycheck into GOOG last month. 💯🫡🤨
Reason they are down is because search revenue was down. That was original threat when AI took traction and then GOOG was smart, put AI Mode on search, and users stayed with google when searching for things. And I'm speaking for myself too since I was not going to go to google anymore since AI (chatgpt at that time) gave better answers. But as soon as they did that simple move I was like WOW and stayed on google page but most of time I click on AI Mode. When you use AI Mode no ads show up so that can explain the ad revenue going down. But it's really simple - show some ads even when in AI Mode!!! Today, ChatGPT already shows ads so users are use to it. But the big picture, Cloud is going to be their main revenue generator and we're in the middle of that transition. And that's ok as long as they keep growing and they will. They have TPUs to that are a new revenue source. The 10% downward movement in after hours trading is an over reaction. The stock should be down based on the result but not that much. This is a GREAT opportunity to buy at this discounted price. If you're willing to hold long term, you'll be happy you did. I think this is the lowest it will go so I would buy now. I'm not saying it's going to turn around right away but this is a really good low price. If you wait, you'll still get it at a good price but not as good as now.
Just when SK HYNIX saved the day, GOOG starts being the asshole
We getting a GOOG style INTC tomorrow. 💯🫡🤨
GOOG is the one without the voting rights it shouldn’t be so easy for these billionaires to sell investors worthless paper
MSFT - short, medium, long term GOOG - medium and long term
I'm in GOOG with 174 cost basis, so I'm staying for a while. But I'm concerned that core search revenue declined. That's their cash cow. If AI eats that, they're in a world of hurt
GOOG missing expectations was not on my list but here we are. 💯🫡🤨
I don't know what it is you're asking that isn't addressed in this line > So MSFT and GOOG spending less than expected -> sign of deceleration even if the capex is going up.
Ima drop a milly on GOOG at open
TBH GOOG baggies didnt deserve this. TSLA however needs to dive to the depths of hell
Really tough after the price action today to recommend any AI stocks. Sentiment completely flipped negative on the low capex numbers out of GOOG and MSFT. It's tempting to think "this is super undervalued, Buffett would love it here" as if you've found a gold coin on the beach. Careful.
I think you mean GOOG buy
> the limited monetization of AI search (which GOOG controls), as described in the earnings call. I think in the call they say they are experimenting with monetization of AI search and have some promising leads. Of course whether that turns out to be viable remains to be seen.
I can't even believe how amateur that $GOOG report was. like is Pichai fucking kidding? it's literally fucking Google bro
Ask Jeeves going to acquire GOOG at $200 per share.
Full porting GOOG tomorrow
I bought NVDA at $35 and it dropped. Then I bought it at $11 and it dropped to $6. Then I bought it at $126 after it dropped from $300 and it hasn't dropped below that ever since. Also it split 40x since then. Never bought GOOG or Netflix.
GOOG and AAPL are gonna be Blackberry and Yahoo
GOOG + META will just dilute to finance, rip shareholders
I am 30 or 40 years old, and I do not need GOOG cratering
You can choose to buy $GOOG dip or buy again when ATH at $400, your choice - Macro Pierre White