GOOG

DoughnutCharming8066

Meta sucks, never invest in a company owned by suckerberg, not investing in an ad driven company at all besides GOOG because it’s full stack ETF.

Three_of_a_kind3515

So.. didn’t GOOG increase cap-x spending but got punished for it last week? I seem to remember reading about fears of “overspending “ on AI… 🤷‍♂️ and META was selling compute power.. thought that would have made the stock go up? I have no position in either.. but just trying to understand.

DoughnutCharming8066

Now I want to make fun of the guy who was laughing at me for not buying memory, when I was telling I was bagholding MSFT and GOOG after the last GOOG earnings. When a blue chip triple A rated stock is trading below its 200 week average, only because of capex. You better ride that Rocket before I lifts off, that are once in a lifetime chances! Still not to late guys, still trading a hell lower than it should be.

Fukki

>Many people don't understand this, but GOOG is actually an ETF People say this about GOOG all the time actually, but being diversified isn't the same thing as being an ETF. GOOG owns many business lines, sure, but it's still just one company. That's exactly why the stock can drop on company-specific news - like recently the key AI talent departures - whereas an actual ETF wouldn't.

obb223

I think MSFT has a much clearer path to monetising AI. Copilot got a bad rep because it was initially very poor, but now it's good. I'm convinced a huge number of companies will start paying for it over the next year or two. GOOG has a lot of interesting stuff coming through and a lot of longer term initiatives. However, I'm not convinced Gemini has a clear path to profitability. I'm also nervous about their reliance on ad revenue via search and YouTube. If there is a recession their ad revenue will tank hard and their cash flow desperately needed for data centres will dry up. But they are both amazing long term investments. I am equal split between the two and have no interest in any other MAG7.

Spac55

Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612

steady_compounder

If I had to pick only one today, probably GOOG, mostly because the expectations bar feels lower and the cash machine is still absurd. Microsoft may be the cleaner enterprise AI story, but the capex and lease-accounting noise makes the free cash flow picture murkier than the headline narrative suggests. Both are great businesses, I just think Google has a bit more room for upside surprise from here.

AndrewDaDawg223

idk I mean MSFT got its Maia chips which are pretty good and the company's coop w Novo Nordisk and other companies to apply Copilot on specific tasks like clinical trial compliance shows that MSFT is taking advantage of its enterprise network to develop useful AI. Idk if GOOG does that too though id say thats prob one of my fav part of the MSFT earnings call

Regenbooggeit

I was up 75% and now 27%. I own lots of GOOG but got burned on memory and space.

skilliard7

>Google seems to have more room to surprise. GOOG's PE ratio and valuation is already much higher than Microsofts.

FailOk1528

I’d take GOOG. MSFT may be the cleaner AI story, but expectations matter, and Google seems to have more room to surprise. “Microslop” is mostly noise—the real question is which company earns more on each new dollar of capex.

anotherhappylurker

Makes sense. Maybe I'll go all in on MSFT as a short term play to ride the wave, and then sell and put it all in GOOG afterwards since I think they're the stronger business.

GoldParticular3093

I dont think Apple is gonna come out on top, so far GOOG is outperforming AAPL, in 1YR and 5YR performances, despite the recent correction. It is clear GOOG as the biggest chance of being the AI winner of the hyperscalers, however it doesn't mean the other hyperscalers won't profit. Investing in pretty much any GAFAM stock will likely outperform the market in the next 5 years, especially GOOG, AAPL and META

Salaryinspain

GOOG. Microsoft has to convince companies to pay for Copilot. Google just waits for everyone to search “why is Copilot broken?” and sells an ad next to the answer.

GoldParticular3093

Well that just means that GOOG is winning the AI race, making it the better long term investment

Key_Category_8531

GOOG Many people don't understand this, but GOOG is actually an ETF

NoFuckingValue

If I cancel my gemini subscription am I still allowed to short GOOG? Aren't I sitting on MNPI knowing their ARR just declined?

spicykimchi_inmybutt

GOOG thinks it's part of KOSPI

DisastrousStrike9672

I think MSFt has been severely and wrongly beaten down for the past 8 months. But im not convinced that translates to going on a run over the coming weeks. Sentiment on SAAS is still not great. Market still hates capex (MSFt just has less capex to the point where it doesn’t use up all cashflows in comparison to GOOG). Cloud giants all face the common issue of very difficult to get data centres built (ie the supply constraint is not disappearing) The market priced in for the chance of some “bad” news following GOOG’s earnings. The reaction now is more like “oh ok it wasn’t so bad”, not “holy cow where have you been all my life, I’ve been so blind!”. That isn’t enough support to give it a run up. If anything, stabilising between 420\~ 450 before mid term election is over is my guess

Samjabr

I said this days ago, so not monday morning QB - After seeing GOOG get massacred for their CapEx, other companies are reporting lower forward capEx spending. But there is no rule that they abide by their estimates. They can spend whatever the fk they want. And they will. That's why MSFT capex actually came in slightly below estimates. Total BS

Kutukuprek

I don't get this idea that MSFT is now great stock because GOOG has high capex. Because GOOG can snap its fingers tomorrow and lower capex. We got here in the first place because of AI hype, and GOOG having a frontier model, TPUs and incredible distribution. Whereas MSFT had no frontier model, no TPU and the distribution surface is very large but it was done very poorly. Fast forward couple months, what has changed is seemingly better distribution for MSFT, and GOOG losing its status on the frontier model. And maybe an appetite change relative to AI -- we don't know yet, I think everyone is pensive right now. There really hasn't been too much else and there is still a lot to go for MSFT, particularly if AI turns out to be fruitful quickly. Nadella just sort of lost it with his incessant low fidelity rambling on agentic eras and stuff, while getting sloppy on crossing ts and dotting is. The distribution is getting better with CoPilot but I still have not heard anything meaningful from Nadella to trust him with my money. My 2c. FWIW I owned a position in MSFT and sold it around $470 (?), buying into GOOG, because I could not understand Nadella.

Tim_Apple_938

8% AH??? On 40% azure growth? Damn. The rally GOOG should have had w 80% GCP growth wtf

Etherius

The bear case for GOOG at this point is limited ENTIRELY to “I don’t think AI will be as big as the world expected a year ago”

Mister_Rhees

You literally contributed to people bag holding by pumping the stock around 1k. Now you're calling them gamblers. Stop worrying about what other people do with their money, and go back to pumping GOOG.

MrEZ3

I just bought GOOG after earnings and intend to hold.. tho recent market action is concerning, I don't foresee massive gains like we have in the past 2 years, it could go sideways for a while, or a slow recovery after midterms (hopefully).. I don't think the next couple of months will do well once the effects of reduced oil reserves hit gas stations, grocery stores, restaurants and everything else...

Electrical_Life9697

Google has negative FCF with capex being funded by financing MSFT Doesnt have this issue Hence why GOOG down MSFT up

codespyder

MSFT is sexy now Good thing I sold it for GOOG before GOOG earnings

grmayshark

Have we already forgotten GOOG dropped nearly 10% on earnings *just last week*??

qaswexort

why is MSFT being rewarded but GOOG getting punished for beating?

rrk100

I’m on Team GOOG for this one

dknisle1

Crazy how msft is up 7% AH yet GOOG was down after they CRUSHED their earnings.

lemurtowne

Beat on everything, and the only hyperscaler to begin reigning in capex. GOOG and META both raised capex.

spicykimchi_inmybutt

GOOG

0DTEKing

Here are my Predictions that will run next month NVDA MSFT GOOG META

oliver2022

sooo, GOOG increased capex, now META and MSFT also increased capex, with cloud revenue growing. can we please pump my semis bags, pleaaase 🥺

spicykimchi_inmybutt

each time I check GOOG after hours it goes down 0.5%

Important-Range166

Sure but you won’t like it 😂 it to me is MSFT AMZN GOOG. But two of the three have $300 billion each in off balance sheet SPE obligations that are like time bombs that could go off and put them behind the capex race.

spicykimchi_inmybutt

market decided to punish GOOG for META's miss https://preview.redd.it/wunf3mg9n8gh1.png?width=268&format=png&auto=webp&s=1a93f9e20d031fd2d353be099b1d0b8bc89fe88a

Axt275

GOOG stop you are hurting my feelings :(

spicykimchi_inmybutt

Damn why is GOOG drilling AH

Spac55

When $META making \~$61 Billion quarterly revenue, annual revenue \~240 Billion, its spending for AI not big problem One year spending, enjoy next 10-20 years AI-performance improvement longer Look $META last 6 quarters earnings.Slight EPS change not big deal $MSFT $GOOG good ER https://preview.redd.it/r12o8mkgl8gh1.png?width=765&format=png&auto=webp&s=bc9f52a6a9363088ae8374e4163563519568462e

SanDisk_Made_Me_Rich

MSFT, GOOG, AMZN all have the cash flow to support THIS AIRLINE buildout. They aren't really taking any risk, aside from the risk of a mediocre ROI. META is taking on too much debt/liabilities in the process, both on and off the balance sheet, the risk escalates when you are on that path. ORCL credit swaps are skyrocketing, means the bond market is very nervous about their financial situation

Soft-Usual-9909

Upset about my GOOG calls taking a haircut at the end of the day. But at least I’m not in META lol

Key_Category_8531

I do both I invest in VOO in my retirement accounts, and GOOG in my taxable brokerage, that's it I also swing trade forex for some small profits with a small portion of my liquid net worth

Status-Net2947

Guys chill just put monthly some money in a few good stocks like AMD META GOOG ANET AMZN NBIS and chill. Shit will creep up again

HumanFromTexas

Nope. Sentiment is just shit. GOOG’s earnings still seemed extremely bullish on AI.

spicykimchi_inmybutt

GOOG survived the first purge, let’s hope it survives the earnings now

spicykimchi_inmybutt

unreal amount of sell pressure on GOOG rn lol

reactzzzz

atleast holding GOOG and SNOW today felt good, the rest not so much

NerdSlamPo

I’m up 5k today thanks to buying GOOG on that dip. Almost outweighs the massive AMD losseslosses

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $350.00 (above) | $340.88 | +2.7% | Aug 1, 7:01 PM |

ToolFanBoy

!banbet GOOG 350 3d

Saltysunbro

GOOG easy 20% gain in a few months

ap1618

I can't believe how many fell for the GOOG capex "plunge" lmao

Status-Net2947

GOOG the only hope in my port full of regard stocks

haze_from_deadlock

You morons told me GOOG was going lower and I only bought a few thousand when it was $310

mighty_sys_admin

GOOG

PandAlex

GOOG at $320 was a major gift.

jxyscale

AMD, IBM, GOOG and maybe INTC

Rock_Flaccid

My GOOG $350 calls i picked up at the lows last week are looking tasty rn

spicykimchi_inmybutt

tf GOOG lol

Independent-Eye9513

Is this a sign to short GOOG?

mighty_sys_admin

GOOG might be my greatest investment ever, dankeschon

spicykimchi_inmybutt

GOOG acting like it’s a run up to their earnings

RainieY

NVDA has a forward PE of 21.68 and a PEG ratio of 0.37. GOOG has a forward PE of 16.51 and a PEG ratio of 0.95, META 17.99 FPE / 0.88 PEG, MST 20.39 FPE / 1.2 PEG. AMZN is slightly more expensive. AAPL is very overvalued at 38.83 forward PE and 2.94 PEG.

RainieY

NVDA has a forward PE of 21.68 and a PEG ratio of 0.37. GOOG has a forward PE of 16.51 and a PEG ratio of 0.95, META 17.99 FPE / 0.88 PEG, MST 20.39 FPE / 1.2 PEG. AMZN is slightly more expensive. AAPL is very overvalued at 38.83 forward PE and 2.94 PEG.

RainieY

IDK. NVDA has a forward PE of 21.68 and a PEG ratio of 0.37. GOOG has a forward PE of 16.51 and a PEG ratio of 0.95, META 17.99 FPE / 0.88 PEG, MST 20.39 FPE / 1.2 PEG. AMZN is slightly more expensive. AAPL is very overvalued at 38.83 forward PE and 2.94 PEG. Most of these companies are either very cheap, cheap or very comfortable buys. CapEX is not indefinite, just like redoing the roof in your house, there's a build-out phase and then the capex will slow down, although people are saying it will be like this for the next 100 years, that's not the case. What is true, is that their revenues are growing a lot.

FIREJourneybullgang

Same thing happened with GOOG and here we are

Emilio___Molestevez

of course! that's why $GOOG isn't spending more money next year right?

Itchy_Pudding_9940

trickle buying AMD and DELL.. IBM.. heavily beaten down tech. long on GOOG and BAC. FANG and VLO on dips. buying QQQ in blocks.. it's 9 or 10% from all time high and historically always goes back to ATH so a pretty safe bet

MikeCheck_CE

MSFT is a platform, and it will host many diff AI models. If you want to get your AI into entries, your basically gonna need to go through a company like AWS, MSFT or GOOG

Fit_Neighborhood9251

GOOG, MSFT and MU, NBIS down? yeah, i am waiving the white flag

Smart_Sheepherder302

People selling GOOG cos they want to give money to MU, people selling MU cos they don’t think GOOG will give them their money? 😂 Ber logic right there

MeldMeldMeld

GOOG

aniote

Saying that beating the market is hard and not buying GOOG right now is cognitive dissonance, you are probably retarded and poor and that's ok

canbolat4

GOOG

UnnecessaryPancake

Because they're in a bit of a weird spot at the moment. I'm more confident in GOOG and MU log term and I rolled my position into them. Still made money on MSFT so I'm happy.

ALMessenger

“No amount of sophistication is going to allay the fact that ***all of your knowledge is about the past*** and all your decisions are about the future” Ian Wilson Basing a decision about investing in GOOG based on that PE is a bet that the Ad revenue will remain high, ultimately. Not a bet that I would make - ad revenue will drop with the market and then so will GOOG stock price (all the while PE remains roughly the same)

Zipski577

Yep, IFRS vs GAAP. But pretty sure GOOG does this with Anthropic stake off the top of my head??

EducateMy

These companies sink money into Ai race, because they think it is the next big thing. They are not burning money, Sinking these money into Ai now, should earn them more money in the future. You think Ai is already at the peak? Nope, it is only the beginning, only the building phase is happening rn. And I believe, GOOG is the biggest competitor in this, cause they own every infrastructure needed in this.

Regenbooggeit

I bought RKLB, NBIS, MU & SNDK. Even my safe play GOOG plummeted after earnings. So yeah..

TomatoCapt

GOOG is up 72% in the past year…

Top_Cranberry_3254

Happy hump day regards, and by hump I'm referring to the downward slope of SPY. Had my first green day in a week today thanks to the regards still selling NVDA, DRAM. and AVGO. Now, bear down because tomorrow we got some big dippers acoming. Limit buy low at your dream price, but make it reasonable. GOOG, DRAM, MU, AVGO, and ASTS are calling your name. 🤌🤌🤌💰🤑💰

usugarbage

GOOG yes, IBM no.

orcassharks

What are chances GOOG goes under 330 again

skymagic

youtube completely gave up on learning my preferences so now I just click random slop videos to make my GOOG calls go up 😎

octopus_serenader

what is that GOOG activity in AH?

winterrules91

You are young and have time on your side. ETFs are perfectly fine for you. If you want to take some bets, you can either add a small/mid-cap ETF or pick some risky but immense potential stocks. For your age, a core portfolio of say 75% ETFs and 25% stocks is fine, if not even more tilted towards ETFs. Some long-term stock bets that I really like long-term: ASTS, RKLB, SOFI Stocks that are going to dominate the future in general: GOOG, AMZN, TSLA

FartPolluter

GOOG spending a trillion on data centers isnt retarded because they have one of them Sundar things that I think Palantir makes. That's harnessing tech, if you think GOOG will go down then you dont know how a Sundar works lol. Here's a hint: it's not how you think it does. Thats how bol sounds to me

FaythDarkHeart

took profits on GOOG calls to buy some RDTL, GOOG shares , and TQQQ heading into next few weeks

rampagepete

I went all in on semis, GOOG, ai infrastructure, etc today. Pray for me

kings1zeCB

what are u doing step GOOG

spicykimchi_inmybutt

tf was that GOOG/AAPL dip

NerdSlamPo

I could see MSFT, META dropping down to support like GOOG and then shoot up over the next month.

tuckgonegetcha

Will GOOG keep this momentum?

Yogurt_Up_My_Nose

imagine not buying GOOG when it dumped last week

Ok-Importance3300

Is earnings going to cause a big pull back like GOOG?

Wapmen

GOOG and MSFT are dropping, there is some hope for rotation into semis

ProbablyUrNeighbour

GOOG and MSFT for me. In heavy now.

Polysorbate800

Full port GOOG