Reddit Posts
Is the Anthropic IPO just a sequel to the SPCX saga?
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
GOOG is sooooo cooked lmao gear up boys, this is gonna be a long one
We’re in an anti-bubble bubble
Genuinely scared , NQ could be down nearly 3% by NY OPEN
Isn’t it weird that TSLA stock is detached for the reality for THIS long
GOOG is now defaulting to search output again rather than defaulting automatically to Gemini
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
First time trying an option that isn't 0dte!
When ~80% of your net worth was in $GOOG but you timed it pretty well
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
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
Mentions
GOOG cloud up 103%, Aws up 39%, Azure up 30%. And investors still hate not knowing if spending is going to be profitable?
I understand that you're skeptical, I am too, but I hope for the best for the sake of my GOOG stake...
Warren buffet buying GOOG was top tier
Dude said their entire desk bought the GOOG dip. I'm like fuck....so did I. 😭
Bro, don't put GOOG and "default" on the same headline, you nearly gave me a heart attack this morning.
Oh for sure. Could crash next week, could crash next decade. It's more so reading people writing things like "I'm scared" or whole ass manifesto posts when they've never seen a real drop. (And I own GOOG@318 🤭)
GOOG yes, RDDT absolutely not. Never invest in a company with horrible management. Warren Buffet said it first. And RDDT has horrible management from C-Suite to mods.
GOOG is a boomer stock unless you bought early
GOOG had the worst day in its history yesterday. INTC had its worst day since the 70s. Might've not been the worst day for QQQ but could get a lot worse still.
Just earlier this week you jokers were waxing GOOG like it was the lock of the week. Y’all have been on this “buy the dip” crap all month. Meanwhile the only calls I’ve made this month that haven’t been crushed are on oil ETFs
I completely agree. I Amazing company with a great future. I was just answering the OP question about why the stock was tanking and for that I have a whole parade of people angry at me for simply repeating what GOOG said at the conference call.
I think long term GOOG is in a great position, who knows how this dip is gonna play out, it could take a few quarters as the search situation gets worse. Should be good buying opportunities though.
I think long term GOOG is in a great position, who knows how this dip is gonna play out, it could take a few quarters as the search situation gets worse. Should be good buying opportunities though.
Watch big hedgies announcing they are jumping on GOOG next week
I'm so sorry about GOOG, I added to my position last week for the 1st time since I bought 2 years ago. So naturally.. If I had more, I'd definitely buy some more to bring down my avg again. The core business is still bringing tons of money, they just need to stop bloody spending it for a bit..
The biggest issue with RDDT is mgmt. They got a gold mine in their hands but dont know how to capitalize the potential. If there is change in mgmt with vision and plan, the stock will take off. GOOG is always a buy when it falls, just like the other big techs.
Me and my mem and GOOG bros welcoming our crypto and QQQ bros to warm their hands around our dumpster fire
**BanBet Lost** — /u/Kaeptor (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $281.61 → $300.00 | +6.5% | 1d | Lost |
GOOG January calls?
GOOG return to where you belong. At 400.
Can't wait for RDDT to be acquired by GOOG
Sold a $300 GOOG put expiring end of next week. Take the shares or roll out?
I'm not sure if its hedge funds, but yes, people are selling off other AI plays to free up cash for the Anthropic IPO. If Anthropic has $50-$100B available on day one, thats the entire market cap of some of the neoclouds, so people are dumping stuff like CRWV and IREN for the bigger player. But there's more at play. They aren't dumping NVDA or the hyperscalers en masse. Those are crashing because AI is proving to be a lot of smoke and wrecking the financials of GOOG, MSFT, etc. Google is spending money to destroy its own moat ffs.
No, (some) semis are tanking for the reason all the hyperscalers are doing GOOG, and AMZN are already selling their own chips to make additional revenue. MSFTs own new chips would only service their own needs. Sum that with idle chips already sitting in warehouses, you can do the math. That said, its a combination of factors. The memory guys drop for the slowdown in DC rollout, and the chip semis drop because of increased competition that'll eat into their margins.
I blame Elon, GOOG, Sam Altman and Dario for the last months performance - like it was planned
You know when the headline says "GOOG wipes out 766 Billion" That's my wealth being wiped out too!!!
they did guide the number of loggedin users up tho and that's 80% of the revenue. So like I dont see any issue here. If anything that's kinda obvious number of non-loggedin users going down because people will have to login more. That being said, they have 660M buybacks still left (3B in cash, 660M authorized). It's kinda open-secret that they buyback before insider selling. Eventually it will bounce from shares repurchases alone imo. Plus what better time to buy? Like genuinely this is a great discount. If you are not buying APP/RDDT down 70% from ATH, what are you even buying? INTC and other AI companies are not a bad bet but its still risky I feel like the only dip I'd be interested in buying right now is GOOG
yeah those stinky mfers at GOOG should have known AI would make their search expensive
yes I agree with you, the July earnings call was terrible af. This time I feel like he didnt even try, not really a point anyway it was gonna get sold off regardless. I even said it yesterday (I was "hoping" for -15 and not -30 lol), when a company like GOOG dumps 13%, the entire market has a problem. I had couple leaps and shares that I refuse to sell at 130s, today I sold my hedges to basically 4x my position. I have a little bit of cash still just in case it sees 80s on Monday. \--- yes it has retarded ads but I also find very good ads (for me at least). It's weird how it works. But again I just dont see the ber case. I originally bought because of AI deals, thesis was "wrong", fine. But this shouldnt be double digit imo, I can see it going +10-15% on Monday just based on "oversold". And then we'll see from there. If it goes back to the stupid range 140-160 I make like 400% on March leaps, seems a good bet idk.
GOOG is a buy. I bought for long term hold. It’s a safe play
go to r/GOOG_Stock for a quick laugh
#Stocks off from their 52-week high: #SPY: -3.5% #NVDA: -18% #GOOG: -32% #AMZN: -17% #TSLA: -21% #META: -22% #AVGO: -35% #MU: -32% #AMD: -25% #INTC: -55% #ORCL: -52% #LMAO🤌🍁⛹🏾
>I owned GOOG before around $250 but made the mistake of not selling it. If this is how you "invest" then you're going to be far better off just buying the major indices and let them grow over time. How many times will you have to be right on purchase, right on exit, right on re-purchase or new purchase etc etc to have success? I've been in the stock markets for over 25 years. I used to think similar to you. I realized that I was picking same solid companies over and over again to try and buy back in on a dip. But you know what? Many times I was chasing an even higher price point; what if I just kept the shares and kept adding more on downturns? Well instead of getting some 10/20/30 even 40% gains, I'm now sitting on xxx%, and x,xxx% gains. People think the markets crashed, and yet everything I would buy today is still an increase in cost basis. That's how you make real money in the markets because outside of speculative garbage, company growth takes several years to decade plus. Not everyone is successful with individual stocks, but just doing same with index will still make you millions if you start early enough.
GOOG is better buy here. The recovery will be awesome.
AI made the GOOG search too expensive, human don’t know how else to use.
.SPY261102P760 bought at $2 sold @ do not ask, to lazy to screenshot, hey it can be faked so. Its a up and down market, as usual. Psst GOOG is a steal.😁
It happens in stock threads too. Look what OP just slipped into the comment: > I owned GOOG before around $250 but made the mistake of not selling it. *Checks GOOG's stock price:* It's at $278. 😂 Just had to casually slip in that he's not bagholding GOOG. Meanwhile, the stock they don't own, RDDT, is down 30% today. It's funny how it never works the other way around. You never see someone who bought RDDT above $200 showing up to talk about it on days like this. The bagholders just seem to disappear from this sub whenever the stock takes a beating.
SNDK has CXMT concerns, more impressed w SKHY. Fully agree on GOOG and FIX. Market is punishing companies with excessive debt and execution risk. These companies are exceptional at execution and provide crucial bottlenecks (GOOG compute, SKHY massive RAM bottleneck, FIX addresses skilled labor bottleneck) and while I'm not as familiar with Lam, materials is obviously a bottleneck and growth market as well, just further down the supply chain. I have also been a long term enthusiastic TSM shareholder for all the same reasons. The supply chain is still dealing with far more demand than supply.
BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today
I know. What am I thinking? GOOG, even with yesterday's little dip, is only up 11000% since I bought it. In the same time, the SP500 and thus VOO if it existed in 2004, is only up what? About 7000%. How dare google have made me money than the SP500 would have? HOW DARE IT!!!!!!
Yeah wtf is this guy looking at? > The average 12-month price target (PT) for Alphabet Inc. (GOOGL / GOOG) stock ranges from $401.29 to $433.27, depending on the analyst consensus platform
AVGO or GOOG longs? I can only choose 1
Sorry, I hate $GOOG and love $RDDT
GOOG breaking down taking the market with it
A couple of takes on this that boil down to the value in that chart is illusory. It doesn't have to "go" anywhere. If the perception changes and nobody's buying, the price drops until enough investors or speculators think it's hit its corrected price for the new perceived value--all at once--you could say it went into the pockets of those who sold on the way up, but what happened is it essentially disappeared over night, so it "went" out of my pocket into the ether. Second, you or I could have exited NVDA/GOOG, etc. and got our entire value out beforehand. The entire collective market could not. The value being "wiped out" here was just the mark to the previous sale price of a marginal share times the amount of shares. But that value never existed as a realizable number because selling creates a downdraft on the price.
They still have YouTube (that’s owning Netflix), Waymo that’s owning Tesla in self driving cars. Also made a hefty profit on space X and Anthropic once ipo hits ( they are a very strong VC baked into public company), TPUs sell like hot cakes and cloud growth is crazy. TBH even if search is dead they are doing the right moves so that GOOG can prosper.
I bought a little GOOG but that's all. Mostly sitting on my board of SGOV that I bought a week ago.
Bottom just fell out on GOOG
GOOG is never a bad buy. I’ve never bought Reddit and likely never will
I'm a semis analyst but I keep models of GOOG and RDDT updated for my PA. GOOG is a strong buy at this price IMO. mini miss on ads, huge beat on (lower margin, higher capex) cloud. This is a timing issue IMO. investing huge sums of capital looks bad financially, until the revenue comes in. on the plus side. that money *is* coming in. that's the whole reason goog is investing in this. it's not hypothetically profitable, they've demonstrated it's profitable/high growth (albeit at lower margin). RDDT. I posted on here a couple months ago saying, "At $145 I think it looks very interesting, I'm starting to build a position, but I'm not backing up the truck on this one just yet, because I'm not at all confident the stock has bottomed. " . Obv, I've eaten some crow on this one. But maybe just a wing or two. The results were a bit of a mixed bag, higher ARPU , but lower DAU. But the big scare is that they warned DAU could fall by double digit percentages next quarter. That is.. very fuckin bad.
MSFT AMZN META are far better equipped to navigate the AI world than GOOG so GOOG calls will definitely print soon
> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉
I was annoyed with my strategy, because according to the rules exactly 0 companies pass the screening rules. So I decided to buy the dip. Got GOOG, AMZN, SPCX and TTMI. So now I'm -12% in 2 days...
I bought a few additional shares of GOOG today.
GOOG & AMZN good buys right now. Why GOOG? Alphabet reported its Q2 2026 earnings on July 22, 2026. It fell 7% the next day... but ultimately recovered. Based on the data, Alphabet (GOOGL) recovered the ~7% drop in about two weeks. The stock fell 7.1% on July 23 (to ~$317) after the Q2 earnings capex shock, then rebounded by August 4, when it hit $377.65... well above the pre-earnings close of $342.09 on July 22. That's roughly 9 trading days to fully recover and exceed the pre-drop level.
I had about 100k in RDDT at around $120 average. Added another 60k today at $94. Similarly had about 80k in GOOG at $240 average. Added another $100k today at $279. I funded this by selling 160k of my MSFT position at $523. I have an average of $365 on MSFT.
Not saying GOOG isn't a buy, but you realize if you just went by Wall Street analysts and they were correct, everyone would be millionaires?
I typically don’t sell unless the story changes, which seems to be the case for GOOG. If capex really hits $300 billion as predicted there will be more medium term pain, especially if AI also cannibalizes search revenue. Long term GOOG will win. It’s a freaking behemoth.
I bought more GOOG. Their P/E today is 14 while the S&P average is 26. Positively bonkers that Google is this cheap!
Yeah a 5% minor loss. Was about 8% of my portfolio when I sold. I’d much rather own the gainers of this capex cycle so I added to my winners instead: LRCX KLAC AMAT. I’m hoping to buy back GOOG if/when it hits the 250s.
You sold at a loss? I personally don't need to I'm sitting in cash for now so even if I sold there'd be no point lol would just have the cash in my bank account and look at it Idk why people don't just bag hold it until infinity If this was a meme stock like NBIS then I would understand selling. Or if it was elon's junk. But GOOG? I honestly don't care what anyone on wall street says, that's still a rock solid company. They're going to a tough transition but I'm confident they'll innovate their way out of it in the end. So bag holding them is not even an issue. People just don't wanna wait
Got some GOOG 310 calls for April'27.
First GOOG now RDDT and all because of AI overviews. Are they going for my NVDA next? 🥲
I bagheld amzn since late 1990s and GOOG the week it bought YouTube. The other two I bought much later but is trying to build up a larger position in spcx. If you are wish me down in the investment you are being told you are way off.
$175... My freaking dude... I don't think you're ever recouping your losses. Worst case scenario it likely goes to $80. The more likely scenario, concerning the same thing has happened to META and GOOG when people thought it was a dead stock, it should go back to $100-150 based on how the platform can monetize, continue to grow revenue, and implement the log in design. I'd cut my losses by selling calls above $100. You can't win them all.
Ever since the Iran shit started, markets sell off on almost every friday, because leveraged to the tits traders don't want to hold anything over the weekend, in fear that something important will go boom over the weekend. Today is no different. It just is hitting harder because GOOG shit the bed the other day.
Ive been in a coma. Did GOOG miss earnings or something. How is this different than the last 10^24 nut wrenching dips we have had in the last 5 years or so
Glad my port isn’t GOOG, NBIS, MU, SNDK, ASTS, RKLB.. oh wait. It is.
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $300.00 (above) | $281.69 | +6.5% | Sun, Nov 29, 10:37 AM ET |
My GOOG LEAPS that I bought yesterday is looking alright. Slightly down but I will take it given the market conditions
So annoyed with my INTC AND GOOG life sucks
This might be the AI bubble popping but I'm skeptical because the markets are focusing on the wrong things. They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. This is a capex bubble and it will pop when it becomes obvious that far from growing forever, a vast majority of guided capex is unrealistic to spend in any sort of reasonable timeframe. My guess is the banks lower their expectations for NVDA's guidance on 11/18 and leave Jensen an easy layup for his usual narrative pumping bs. They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side. I'm taking profits on my Nov expiry semiconductor puts today and will wait for a pop to reload for a Jan expiry.
Can someone explain why nobody cares about AMZN much larger capex than GOOG but GOOG went to 0 and AMZN barely down?
Went all in GOOG … and lost
Anyone reach their max pain on GOOG lol this is so overblown. I hope shorts get ripped to shreds next week.
GOOG price before the plunge = 200 GOOG EPS before the plunge = 50 Forward P/E (before plunge) = 4 GOOG price after the plunge = 100 GOOG EPS after the plunge = 20 Forward P/E (after plunge) = 5 Google's valuation multiple actually increased after the plunge as it's EPS decreased along with the stock price. If it's EPS had stayed at 50 or reduced to 30 then it's P/E ratio would be 2 and 3.33 respectively (both lower than the initial 4) but now it's also priced lower. That's attractive.
GOOG green end of day I’m buying everyone Wendys
Wait, I can steal my papa’s money for more GOOG calls?
I've officially joined the drones bagholder crew along with RDDT one and now I'm joining the GOOG one hi guys :shrek:
Everybody got spooked by the AMZN FCF and INTC earnings. AMZN and GOOG are basically acting like start ups in terms of how much money they're burning to build out AI. MSFT is at least still FCF positive and should be for much of next year.
How for the love of God can GOOG be stuck at 280?
I'm surprised AAPL puts are still so cheap after the bloodbaths that AMZN GOOG and META had
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $300.00 (above) | $281.61 | $278.91 | +6.5% | 5h 28m |
GOOG capex didn't spook investors. Investors were looking for any excuse to be spooked. They're de-risking and rotating, perhaps in connection with the US midterms and the resumption of the Iran war, etc.
Any funds collapsed yet? Gotta be at least one over-leveraged to the tits in INTC and GOOG
Agree the doom posts get old, since these companies still print cash. The fair worry is narrower: when several of them raise spending in the same quarter, investors want to see the payback sooner. I hold GOOG, META and MSFT, and I'm watching cloud growth against spending, not daily market cap swings.
Still completely wrecked on GOOG calls but glad I went gey ber last week.
as someone who was bearish at the top on nasdaq, rn things have changed. GOOG and NVDA are undervalued. small brain trendfollowers are now bearish, the same low IQ people were buying at the market top 2 weeks ago lol
Look GOOG, I got $800K to shove up your ass. Just get to the bottom so I can to your bottom and do what I need to do. Hurry up and hit that 276.