Reddit Posts
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?
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
Mentions
I need GOOG at 400, SNDK at 2500, MU at 1500, RKLB at 150, ASTS at 125 and RDDT at 300. Is that too much to ask? Jeez.
GOOG MSFT META everyone and their momma making their own chips. i would also say AAPL but i wouldnt own 4 tech companies without diversifying
What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%
META and GOOG. META getting into cloud is huge upside.
anybody help a poor out and archive this https://newsletter.semianalysis.com/p/the-future-of-meta-superintelligence im thinking of switching mah GOOG calls for META
Already buying 1. GOOG 2. AAPL Watchlist 3. AMZN 4. NVDA Wont touch unless something big changes 5. META 6. Microslop Garbage, why is this still a MAG7 ? 7. TSLA
Can GOOG reach 6B market cap in the next 2 years?
cause GOOG needs $80 billion right now so they can keep investing into AI, you think they can just call up JPM and ask for a $80 billion loan? besides, their Q1 net income was $62 billion you keep throwing $790 billion like it’s gonna bankrupt but look at their net income and earnings growth, they print more money than God
GOOG and NVDA. Hold on tight for a wild ride.
GOOG(L) , AAPL, AMZN are more interesting to me. Two of them owning a nice chunk of anthropic is even more interesting.
Yeah? How’s that full self driving with no Lidar going for Tesla? Waymo (GOOG) is like 10 years ahead of Tesla in robotaxis, operating in cities across the country. Seems like a week doesn’t go by without some horrific news story about a Tesla self driving car with a driver killing one or more people
You retard. GOOG just raised $80b in equity and you're worried about a highly profitable memory stock?
Diversify some profits into the companies that will be primary beneficiaries of the AI build out: AMZN, MSFT, GOOG. They'll be printing money. I don't trust ORCL, META, MUSK
Damn GOOG, even MSFT green. You suck.
I promise you the thousands of CEOs, certified financial analysts, board members, and lawyers helping with 10Ks and 10Qs, do NOT have a vested interest to LIE TO SHAREHOLDERS. They very much have a fiduciary obligation to their shareholders. Do a GOOG search on inference. It's a 4x to 10x growth to 2030 depending on estimates. Everytime you use an agent or LLM you're using inference. The market for inference alone is expected to be greater than $250b per year by 2030. And this is low. AI revenue is expected to hit $1.2t to $1.3t per year by 2030. You won't find significantly divergent data, except from PR folks.
I liked GOOG when it was $175 last year when everyone thought it was dying from AI. Now everyone says MSFT is dead from AI. I wonder what will happen in 5 years. Hmmm.
Safe long term potential: GOOG, AMZN Explosive long term potential: META Stability and sell covered calls for life: AAPL, NVDA
I think it's a healthy correction, have been buying aggressively in the 380 range. It'll rebound eventually. Same thing happened with GOOG in early '25.
It’s hard to believe meta won’t make a run to 1000 at some point, but putting down a chunk of change and waiting is tough and you can own em all so easily at this point with indexes. Or mixed managed fund of some sort. I personally went with GOOG but it’s small percent of total portfolio 1%
GOOG est littéralement au dessus des autres.
Now you see the big picture. As “amazing and awesome” as $PLTR may be (I was channeling the very odd Alex Karp lol)…they need datacenters to deploy Foundry. And they need highly secure and staffed with the kind of teams that $RXT built its entire business on. We can think what we want about $MSFT, $GOOG, and $AMZN to house our data and workloads…but I implore any IT person here to contact one of those companies. It’s…fucking…horrible!!! And I’m being polite to them.
DRAM drilling, time to pump my GOOG bags
Imo MSFT is a long term bet on the result of the AI bubble. AI's not going to go away, but there will be a lot less money going to it. My prediction from there is the big AI players will specialize more. MS and GOOG will lead in more on the enterprise and small business spaces, and win out due to their suite of products already incorporating their AI models. All the while also pivoting to whatever the new tech hotness will be.
GOOG didn’t get the memo that we only go up today.
I'm gonna start loading up on GOOG tbh. Heavy institutional buying lately
can someone tell me why GOOGL/GOOG is going downhill? Institutions gearing up for SK Hynix? who has the crystal ball
Dear GOOG- Could you stop being a piece of garbage ass shit? Thanks- Such
#Not long ago people used to say that companies like MSFT, GOOG, AMZN and META are going to takeover the world. Now those companies are going bankrupt. LMAO🤌
SPY pumping and GOOG down 2%, always pick the wrong stock
GOOG and AMZN have become the ginger Step Children of the LAG7 family!
We need another Mag7 to come online to get us above SPyY 750. Get your shit together NVDA MSFT GOOG AMZN META
Can GOOG please stop fucking around and pump please
IS GOOG trying to be MSFT now? absolutely no balls on this green day?
Oh wow! Thank you for sharing. I’m kinda in the same place you were when you posted this, I haven’t lost any money and I feel like it’s easy to not lose money as long as you don’t cash out when it is low. I’m trading with GOOG which is a business I really believe in so worst case if it crashes I’ll leave my money in long term until it recovers. Not sure if im being dumb lol.
GOOG has gone from being the AI king to a Dog in a couple of weeks!
I agree with you. I keep saying that these hyperscalers are buying hardware and expanding to meet demand and not just to be the leader; it's not "build it and they will come". The demand is actually there. And just like any investment, there is an ROI calculation and that ROI maybe years but it is still positive. A lot of these companies have backlogs going out 1+ years because of the demand. GOOG is one I feel is going to be a definite winner in the long run. We'll look back at the current prices and say I wish I got in at that price!
im gonna have to hold this GOOG call through earnings arent i
Is anyone else surprised GOOG isnt lower?
The pessimism on reddit about netflix makes me rather bullish. Everyone has their set thesis like AMD and GOOG and the whoops, you just missed the 100% run. The podcast, live tv, gaming all seem like avenues they are pushing. All it takes is one good series to lock people in. For all the groaning people make, they all seem to be watching it regardless.
GOOG down more than MSFT today what the
GOOG will be a buy once they finish diluting this month
Anyone playing GOOG before earnings?
The g’s. GOOG, GME, GRPN and chill
Think about that. GOOG, META, making their own chips. I wonder if AI is in (NOT!) a bubble?
feel the same way with GOOG and NVDA lately.. they are all PoSs
whys GOOG still limp dicking 2 weeks before earnings
I'm bullish on GOOG also and your analysis is really cool. In fact I've been using gemini and frankly at this point I prefer it over my paid chatgpt subscription. The best model seems to be Claude, though, which Alphabet has also bought a good chunk of. But I'm waiting for better prices. I think the US Tech sector is still overvalued vis à vis macro risk, considering the war and the current corrections happening across asset classes in recent weeks. And ofc I wouldn't go all in, but I'd buy a sizable chunk of my portfolio if prices were really juicy.
The thesis is nonsense but I too am very bullish GOOG
$15b across 7 hyperscalers? That's nothing. Nothing. AI revenue alone for MSFT is $37b. GOOG Gemini alone will bring in $6b this year, plus their $400b backlog. Ai is just getting started. Meanwhile Anthropic is profitable and just getting started.
What? We are ignoring GOOG, MSFT, sovereign AI, ORCL, IBM internal, Japan models, India. We are also ignoring inference expected to grow 79% CAGR. Moreover you are listening to a PR person? You anti AI folks will listen to a PR person (PR!) but NOT the thousands of experts in consensus around the world? Yeah this is a hard pass.
I think full port GOOG is a good move. I'd sleep better at night with VTI, but that's just me.
I missed it. I’m not buying a bunch when I do buy. Can I go up to $2000, sure but I don’t care. I have 7 figures of cash after selling stocks waiting for something to drop. MU, or anything else. If nothing drops oh well! I never took money out like this ever and I know you can’t time the market but I’m gambling on a drop one day that I can swoop in and rebuy some stuff I sold. META MSFT AMZN GOOG MU likely
100% of my liquid net worth is in GOOG
Thank god I got out of my GOOG 420c at break even lmao
Take a break. Invest in GOOG and shut the phone off. Or do half QQQ and half VOO. Market always been like this. It’s just not for you.
TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in
GOOG what a close holy shit
Why is GOOG being such a dog?
GOOG Bounces right now guys right....right?
GOOG is doing the opposite of cooking today
GOOG, MSFT, META, TSLA etc dragging it's balls down perhaps?
Feels like GOOG is a baby father that owes me child support
NVDA go up 3% but GOOG go down 2%. NVDA wins every time
why is GOOG being POS today !!
$SOXX, $DRAM, $MU, $NVDA, and $EWY - Green $MSFT, $GOOG, $AMZN, $META, and $IGV - Red Please make sure you are buying the right dips, Boyz. Also, don't listen to the end-of-the-world peeps here who are bitter they don't have the balls to pull the trigger BTD on stocks that actually go up.
can someone pls tell GOOG we are V'ing today
Market Cap of Dot Com era companies GOOG-4.3T MSFT-2.83T ORCL-398B CSCO-443B I could do this all day. People talk about the dot com "bubble" like every company failed....this is what happens in an industrial revolution....look at vehicles...that was the "dot com" bubble of that day. Tons of companies went tits up, but the ones that survived, thrived.
Maybe GOOG, but not aapl or nvda
The oil world is collapsing everyone else, the only safe havens are GOOG, NVDA, and AAPL
thanks for fucking my GOOG call mango, shit was ripping
I don't doubt the demand is cyclical. What I'm saying is we're at the absolute peak of demand and it will only go up for a lot longer, thus missing out on it right now is silly. Have we already forgotten that e.g. just GOOG raised 80B not long ago to spend on AI? A significant portion of that will go to memory. First to HBM, then to HBF (hence me being bullish on SNDK). There is still a good 2-3 years of massive, de facto infinite demand. Hence, mega bullish.
does GOOGL/GOOG usually run up before earnings?
**Cumulative AI capital expenditures** (2024–2029): $11.1T = 11100B MOST OF IT IS FROM BORROWING DEBT ASSUME LOW LOW 3% INTEREST: 333B Interest payment / year GOOG Annual Profit: 132B, JUST NEED 3 GOOG to pay interest so debt don't go default LMAO
I sold ASML & GOOG and bought software post Q1. Smarter ways to invest then to try and time the market shorting. I hate this idiotic way of thinking. Even Michael Burry suffered massively trying to time what he thought was a clear housing bubble in 2007.
Ngl though it was a pretty brilliant move by GOOG if they wanted to troll the AI labs who are looking to IPO
Split the rest between WDC, NBIS, GOOG, DRAM, ASTS leaps and check back in 6 months.
Was watching GOOG price not GOOGL I feel better now #1 trader
GOOG calls? What am I buying calls of
NVDA, AMZN, GOOG, META, ORCL with bonds or dilution or both plus all the neocloud diluting every quarter. AI is being financed by the permabull SemiBros.
Just sold most of my short term shit and dumped it all in GOOG. This 0dte environment kinda sucks ass.
Lots of good news for GOOG even though some talent departed.. price target raises, index inclusion.. might climb back to the high just before the 22.. which, I think is earnings?
|Retard's Username|Ticker|Notes| |:-|:-|:-| |[Mr-Cheek-Clapper](https://www.reddit.com/user/Mr-Cheek-Clapper/)|GOOG|50% loss while AFK 15 minutes - truly retarded trader|
IBIT, GOOG, and RBLX calls baby.. bye bye chip rally..
Bought GOOG walked away for 15 min and my calls already down like 50% LOOOOL
Hopefully GOOG Gemini 3.5 pro launch on July 17 and earnings on 22 + TSM upcoming earnings gives semis another boost