GOOG

EPPAnalyze

Mi dispiace per le spese mediche, ma per fortuna hai le spalle copertissime con quel portafoglio. Quando devi smobilizzare una cifra piccola rispetto al totale (10k su 300k sono circa il 3%), la regola d'oro è toccare il meno possibile i motori della crescita e guardare l'aspetto fiscale. Io venderei SPY o QQQI, e ti spiego subito perché escluderei gli altri. MU, AMZN e GOOG sono i tuoi cavalli da corsa tecnologici. Hanno un potenziale di crescita enorme nel lungo periodo e venderli adesso significa rischiare di perdere il treno della ripresa e doverli ricomprare a prezzi più alti, pagandoci pure le tasse sopra. RKLB (Rocket Lab) è un titolo growth ad altissima volatilità: se la vendi ora che è nel pieno dello sviluppo rischi di mangiarti le mani, oppure di liquidare in perdita se l'hai presa durante un picco. SPY (S&P 500) e QQQI (il fondo ad alto rendimento sul Nasdaq) sono panieri ultra-diversificati. Togliere 10k da lì è l'operazione più indolore in assoluto. Non subisci l'impatto del crollo di una singola azienda e il tuo portafoglio non si sbilancia minimamente. Tra i due, ti direi di vendere le quote di SPY se vuoi mantenere intatto il flusso di dividendi mensili che ti garantisce QQQI (visto che hai detto che non potrai contribuire al conto per un po', quelle cedole potrebbero farti comodo per pagare le prossime bollette senza toccare altro). Prima di cliccare su vendi, dai solo un'occhiata a quali lotti di azioni sono in "loss" (minusvalenza) o hanno meno guadagno accumulato, così eviti di regalare troppe tasse al fisco quest'anno.

MusclyArmPaperboy

It's still GOOG

elgrandorado

Sold GOOG today. I figured with the equity raise and the IPOs of the AI Labs, it was time to cash in on my largest position and enjoy the gains. I think the company will do fine in the short & medium term, I just think with the circular financing going on, I would like to completely step away from the AI trade. Added more to MELI, FIG, RDDT, while opening up a big bet on ISRG, a company I've been following for years but never felt comfortable enough to go in on.

pembaThePanda

AMZN, GOOG, MU are killing me right now

CompleteChemical4198

GOOG

_hopkins

GOOG has been so shitty for the past 1 month

Bmfker

if it makes you feel better, my GOOG investment is in the same boat and lost near 10% as I had entered at the highest point. so there... hang in there as they will both (along with my GOOG investment) in time.

Legendary-Lemon

It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.

Aromatic-Ad-6244

Why do I even bother with GOOG, AMZN, MSFT when TSLA can pump 5% on a random day for no good reason sigh

Legendary-Lemon

So GOOG gets diluted just so AAPL can finally fix a garbage Siri that no one touches. Give it time, and AAPL will dilute too, followed by META and MSFT. Its a complete circle jerk, and as usual, retail gets left holding the bag to pay for the party. What a time to be alive.

fish_

if GOOG closes above 364 i’ll name my firstborn Googenheim

No-Improvement3164

GOOG put and call’s gaining 🤔

Neader

Can META and GOOG stop being gay?

One_Big2047

3 solid long term holds are GOOG, VISA, and ASML- cant go wrong with this trio folks

fish_

go GOOG go make daddy rich

Fancy_Cattle_5914

Not announced, but c'mon... once META and GOOG do it, it's going to be a normal thing that they can get away with, without backlash.

FlyWannaBeRichGuy

GOOG to sell 85 billion in stock next quarter. LMFAO this bubble is gonna have a black Friday, Monday, pick a day at some point this year. I just hope I can stay solvent until that magical day.

Aromatic-Ad-6244

Not selling MRVL until the deal with GOOG is announced

spicykimchi_inmybutt

GOOG bruh, even MSFT is fairing better

NotPapaElon

!banbet GOOG -5% 1w

spicykimchi_inmybutt

GOOG you twat

RothTo0DTE

NVDA and GOOG said they are considering using INTC as a backup fab. INTC pretty much erased its Friday loss.

_hopkins

GOOG 370 EOD because Apple will announce it is using Gemini for the Siri?

Imaginary_Ad_5019

Thank you GOOG

OperationOk6759

Now class, GOOG did something very bad today. I want everyone to thank GOOG for QQQ not shooting up. Everyone say “Thank you GOOG”

OperationOk6759

GOOG only YOU can prevent wildfires

cgonz15

GOOG is the greatest company of all time...till I decide to open a leap position

abramoam1

Is GOOG dead

Ok-Nose29

MSFT/AMZN/GOOG/META Being negative over the last 6 months feels like the best purchase right now yeah? Is anyone setup to dominate the AI world like them?

curling_rocks

META, GOOG, MSFT... imagine not being +2.6% like TSLA

ComfortablePiglet842

GOOG=Get Out Of Goog

Samjabr

Is GOOG the turd for today

fish_

is GOOG gonna be cool today or what

Opposite_Engine_6776

Ok GOOG. You don’t want to participate in this rally? Fuck you, then. Be like that. Bitch ass.

donniedarko1010

So everything up but GOOG?

StocksStormTrooper

MSFT will probably follow GOOG and META in stock offerings

Husgark

It's just more practical to say: "I own 6 shares of GOOG, the price is 365 so my GOOG holding is worth 2190 dollar". Compare that to: "I own 0.000000004917040358744394618834080717%, what is my holding worth? Just have to multiply that by the current market cap of Alphabet, which is 4493948103917". Also get more complicated to calculate earnings per shares, dividends etc. Companies would announce their total amount of dividends paid, say 58421325350. And then you have to multiply that by your fractional ownership of the company. Much easier to see that the company pays a dividend of 4 dollars per share, and then multiply that by the amount that you own. There would also be more computational overhead to keep track of a huge amount of decimal places to avoid floating point errors. And what if someone wants to buy a percent of Apple specified to 1 million decimal places? Or a billion? Integers are just easier to deal with. You'll be forced to limit the number of decimal places somewhere for computers to handle the transactions and ledgers. In which case you are just back to a discrete amounts of shares again

Quiet_Deer_4887

It's not a question of whether they can rent them to GOOG - it's whether GOOG can actually make money with them.

Upper-Listen-644

How cooked are my GOOG 375 6/18

hv876

Tim Apple announces agentic Siri and GOOG will pop off like a teenage boy

Neader

GOOG down so much you'd think I had calls

Spac55

Who knew SpaceX, a private company go to space & return astronauts smoothly. When NASA was cutting down space shuttles, even after big spending many decades Technology adoption not easy, few can see dream & change for all. $MSFT $AAPL $META $GOOG $NVDA $AMZN big monopoly, now AI race to win Economy is digital, no AI win without semiconductor

Spac55

World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH

Zeitzen

What about holding SpaceX by proxy, like owning GOOG?

OneTwoThreePooAndPee

AAPL has decided to sit out the insanity of the AI battles until the tech is more proven and figured out, but holds the gold standard platform that any AI would want to be the primary on. Much like Google Search or Maps. It's what they do. Apple has never chased the cutting edge, they wait for tech to prove out a bit then take a crack at it. Obviously they're not perfect (Vision Pro) but also the first version of a lot of their products have taken a couple versions moment to catch on, and they've probably got a fat margin on the Vision Pro anyway. I was on the fence with Apple for a while but watching how these AI wars are turning out, I think they're actually just saving hundreds of millions/billions in unnecessary capex and AI training effort. Honestly I think MSFT, AAPL, AMZN, GOOG are all solid holds right now. MSFT is the most questionable, but they've got a lot of strength in the cloud and AI could benefit that. AMZN and GOOG both have STRONG internal plays for AI that doesn't require anything outside their internal capex, so even if the bubble pops, I think they've got a road to profitability with their AI directly; Amazon with logistical robotics and delivery, Google with Waymo and Android.

Simple_Steak_8355

SPCE, GOOG, RKLB SpaceX will literally go to the Moon (and Mars)!!!

zxc123zxc123

Well Nasdaq100 isn't getting nothing for it. SpaceX will list on Nasdaq rather than NYSE. Such an arrangement is to be expected during a Trump admin with a lot business quid-pro-quo already going on in Washington. Some in the ETF/LETF community swear by QQQ/TQQQ saying it's just the "better" version of VOO/SSO/PRO akin to how US investors say VOO is just superior "back tested performance" VT. I always felt I'm getting "enough" returns with the VOO and any extra I need I can get from margin, leverage, and/or options. Either way, not my problem since my CHAD-VOO/SSO/GOOG/GOOGL/BAC will be dumping SpaceX onto QQQ-virgins.

fish_

my entire portfolio is GOOG calls now, i’m willing to take a chance on a speculative bet with potentially higher returns

fish_

hoping GOOG opens up a percent or 2 in overnight/pre, gonna take some profit and move it back into NOK

65-535

In on GOOG 5,000 shares at $141. Sold 4,500 of them at $349.

MtGloomy0420

$GOOG investing doesn’t imply anything. $GOOG just agreed to lease 110,000 $NVDA GPUs from SpaceX, GPUs I believe SpaceX doesn’t actually have. Correct… he was brought in to get rid of assets. Those kind of “CEOs” aren’t actually CEOs that can run a profitable company. He was brought in because Nadir Ali was a known bad entity and so he had extract himself from all public filings and…brought in Khurram Sheikh. Again, that’s what these guys do!

lne1970

Holding onto my calls for NVDA, GOOG, CRWV, and of course SPCE. Oh yeah, and that stupid TTD put that refuses to move.

Ok_Freedom3290

I am the builder of [alphasignal.digital](http://alphasignal.digital), and we track institutional options flow and volatility term structures. Selling a 280 strike put for 2028 on GOOG gives you premium, but it carries immense tail risk over a two year horizon. Long-dated options pricing is heavily influenced by the implied volatility surface and shifts in the term structure. If we transition into a high-volatility contraction regime, the mark-to-market loss on a naked short put can be massive even if GOOG never hits the strike. I build options trackers at [https://alphasignal.digital](https://alphasignal.digital/) to map these volatility surfaces and options flows so you can analyze structural risk before entering long-dated short positions.

fish_

!banbet GOOG 400 60d

bartturner

Hard to say the one to sell. But can tell you the one you do not sell and that is Google (GOOG). Apple is about to unveil the new Siri based on Gemini and running in the Google cloud. Google just made a deal with SpaceX to get more capacity to support running Siri. Google has also seen 11 straight quarters of increasing cloud margins. Google just has a ton of new revenue coming in.

A55BAG

Reddit gets it sometimes right, sometimes wrong. \-PLTR was a reddit call \-RKLB has always been popular among redditors \-GOOG, ASML, UNH, AMD were clear reddit calls in 2025 I think overall group think here tends to work during bullmarket.

bin10pac

Am I missing something? Goog is 361 in afterhours. If you sell PUT at 280, the buyer will be ITM if GOOG falls below 280 (ie tech stocks crash by 23%) any time before Dec 28.

zxc123zxc123

VOO/SSO/GOOG/GOOGL/BAC are some of my largest positions. I don't have QQQ since I'm already overweight tech. Instead I have leverage Russell2k. Etrade/MS offered me to join the SpaceX IPO but I didn't sign up. Already go indirect exposure long ago.

fallnstars

sort your investments by return and sell the one with the highest %return. dont sell MU as it just had a massive correction and youre most likely down or flat on it and it might make another run up. VOO has had a mild run up and had a mild fall so it might be a good candidate. GOOG/AMZN also depending on how long youve been holding it. MU/RKLB youre probably going to sell at a loss if you do.

ssferland

Sell RKLB first. Analysts already see downside despite a 68% rally , and space stocks are sinking as the SpaceX IPO trade starts to break . It’s the most volatile name, furthest from a re-entry floor, and you said you may not contribute for a while — RKLB requires active management to trade well. Great stock, wrong time to hold passively. Sell GOOG second. Alphabet is raising $80 billion from stock sales  which creates dilution headwinds, and it’s in a confirmed downtrend off $408. Still a great long-term business, but you’ll likely get a better entry later. Keep MU if at all possible. Earnings drop June 24, with last quarter’s EPS coming in at $12.20 vs. $9.19 expected — a 32% beat . Expectations are high, and a strong beat-and-raise could deliver a post-earnings jump.  You’re holding through a dip right before a potential catalyst. Selling now could mean missing the move. Keep AMZN and SPY. AMZN is pulling back normally from ATH and AWS/AI tailwinds are intact. SPY is your ballast — you always want some broad market exposure. QQQI — if you need income to help offset the bills over time, keep it. But if you need a lump sum now, it’s near its 52-week high and that 52% yield won’t compound well sitting on the sidelines.

confused_teabagger

GOOG and MSFT are literally the broken down street whores of tech stock living off of daddy's inherited money.

Sick0h

Imagine thinking it’s the top when even fucking Berkshire is giving GOOG money to keep the buildout accelerating.

CALAND951

This is the best bear case in the thread and you're not wrong that it's the right framework. But the Cisco analogy breaks down on the fundamentals. Cisco in 2000 was priced on the assumption that every business would need networking gear *once*. The buildout was real but the monetization was a one-time event — after enterprises bought routers, they stopped. Revenue collapsed because the demand curve was a spike, not a sustained ramp. NVDA's situation is structurally different. The hyperscalers aren't buying GPUs to build static infrastructure — they're buying them to run inference workloads that grow with usage, then replacing them with the next generation 18 months later. MSFT, GOOG, META, and AMZN have all *raised* capex guidance this year and said demand is outstripping supply. That's not analysts projecting future adoption. That's current, paid, recurring demand from the four largest companies on earth. You're right that in a bubble everything looks cheap on forward estimates. But "looks like a bubble" isn't a valuation argument. The Cisco comparison only works if you can show the FY27 estimates are as disconnected from reality as the 2003 broadband projections were. What's your specific estimate for where NVDA earnings land in FY27, and what assumption breaks it?

stuntondeezh0es

That’s the only answer. The same 10-15 companies pass money to each other every few months and call it earnings and report it. All bad news gets “priced in” and stocks go up nonstop. Explain how GOOG reported 60% of their earnings is from their anthropic investment but anthropic nets like $20b a year and is somehow valued at $1T. Imagination and copium

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

OneTwoThreePooAndPee

Man, the 100% return on GOOG options last earnings was not boring.

Spac55

This week Berkshire invested $10 Billion in $GOOG for AI-expansion Berkshire total $GOOG holding~$26.6Bn It reminds by 2018,when $BRK.B push ~$36Bn stake in $AAPL Also $5Bn each stake in $BAC & $GS, when all worry for GFC $5B stake in $UNH Got $TMHC at $6.8Bn Watch $MU $AVGO possibly next

RaikouVsHaiku

If anyone reads this and is inspired to buy into the IPO just wire me the money instead because you’re retarded. “Chief Futurist at ARK” - GS predicts a 100x increase in AI revenue by 2030 when Elon is leasing compute to GOOG because no one uses Grok.

stuntondeezh0es

GOOG earnings was just a circle jerk between themselves and anthropic. Cope

circadiggmigration

Unless he owns GOOG, it's not up to him.

Moepenmoes

I've just looked at how sperm donating works and holy shit what a world. They literally use a dating app-like system to match the donors with the receivers, and you can set preferences for nationalities, hobbies, looks, religion and so on, even more filters than dating apps have. Then I checked for what it takes to become a sperm donor, and apparently less than 10% of the donors will get through the screening. Also, you're asked to visit weekly for 1-2 years and you're asked to never jerk off in between the weekly visits because it could affect the volume and quality. Anyway, 70% of my port is holding onto $MSFT for dear life and I'm expecting next week to be pretty volatile because of the SpaceX ipo. The other 30% on META and GOOG for a stable non-AI dependant tech tilt. Dumped $AVGO right after earnings because they're clearly a lost case, their forecast is way below the AI industry's average at the moment. This was a cashflow update. Thank you for your attention to this matter.

Legendary-Lemon

I am a bit bearish now, not enough to short though. But AVGO slow guidance and GOOG/META dilution seems like a red flag to me.

eireniconic

oh for sure. you can kinda smell the desperation though. these IPOs are gigantic. there's a reason everybody are all IPOing all once, and why GOOG jumped the line on the 80b. you don't want be the last in line to feed from the AI slopbucket

soon2beabae

META and GOOG are moneyprinting machines. Did they already burn through all the self-printed money? Raising capital this way seems far more expensive then to just use the spare cash you’ve amassed over the years.

minimalist_reply

This is not true at all. They aren't the most profitable (Apple is right over there you guys), but GOOG has plenty of green quarters. Pretty certain their recent dips into red are almost purely Debt plays and annual investment decisions. They had 120+ Billion revenue in Q1 2026.

callsonreddit

lol GOOG ain't fucking around Alphabet upsizes equity offering to US$85 bil for AI spending [https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html](https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html)

fenton7

When Megacap stocks get hot everyone does indeed get rich, for awhile, since every retail puke holds NVDA, AAPL, GOOG, etc... Usually ends badly. They keep buying and eventually there's a giant tech wreck. Today is a sneak preview.

Legendary-Lemon

So we are in an era in which multi trillion dollar companies like META and GOOG need dilution to make ends meet to buy shovels from NVDA, MU or AMD. And it has been like 2 year’s max. Next year what then? If they do not start profiting massively from AI then do we do another round of dilutions? Until when? What the fuck is this clown ass market.

Defiant-Nerve7481

Didnt Greg Abel just buy another 10B in GOOG?

George_1977

There were a lot of things brewing that needed to be priced in...equity markets had been ignoring high oil prices, higher bond yields...market pricing in a more hawkish Fed after jobs report...semi stocks having gone vertical in the past couple of months (AVGO, MRVL, INTC, AMD, MU, SNDK, etc.) and needed to correct a bit...GOOG/META raising capital via share sales...upcoming IPOs including SpaceX driving selling to free up capital...typical equity market softness in mid-term years due to greater uncertainty, etc. The good news is that earnings and earnings growth remain robust, so I feel this is a good buying opportunity for patient investors.

Icy-Tea-2954

GOOG and Treasuries saved me from a margin call

mend0k

Yes that makes sense. But to me that just means they’re going to throw even more money at tech, particularly space stocks that provides solutions for datacenters in space. And that’s from someone who wasn’t in this tech rally apart from being in it via index funds. But again, I believe your thesis with shipping is on point, just not the catalyst for a full blown bubble pop. IMO the bubble will pop when they achieve their goals of data center in space and AI is everywhere, and after the crash, buying the frontier LLM providers will be like buying AMZN, GOOG, etc.. in the early 2000s, after the .com bubble, when those companies became profitable. Because remember these AI companies are not profitable yet.. they’re spending $$ developing themselves to be ingrained into every company. But once that’s done.. they’re going to make millionaires.

SpongEWorTHiebOb

What also gets lost is that GOOG issued $35 Billion in bonds recently. With rates rising this may trigger a wide sell off in the hyper scalers and semis.

Singularity-42

Well it's about 1.7M in size, so this is not that crazy. But a lots of AI and semis. My 1000 GOOG shares held decently tho

Shoddy_Ad7511

I own GOOG. My biggest single position. Doesn’t mean I agree with this stupid dilution move.

NerdSlamPo

total damage: only lost $600 this week after being very up and today very down. Just sold some shorter term volatile stocks and bought $10k of META and GOOG at today's bottom. Trump meeting with Zuck and Google leadership this next week (probably to also pump Space X). Red for the foreseeable future, but I like these prices one year out. Long hold.

Upper-Listen-644

!banbet GOOG 375 5d

_hopkins

et tu GOOG?

Spac55

$GOOG make revenue 400 Billion a year How much SpaceX revenue ? Not even 5 Billion net income yet ? Check how much revenue of $META $NVDA $MSFT

cultoftheclave

GOOG can get out from under their spacex contract a lot easier than SpaceX can sell off data centers, this is bag holder insurance

fish_

i rotated what’s left of my port into GOOG

NerdSlamPo

So silly to sell off META or GOOG right now. I get the META issue with dilution, but crazy immediate overreaction from algorithms imo

Ozqi

Let’s take a moment to thank AVGO for fucking up their earnings call by reporting the wrong Q2 numbers causing the algos to insta dump everything. Then let’s thank GOOG for tipping the entire tech market over with their dilution. Then let’s all cry.

stuntondeezh0es

On the big dump day, META decides to copy the GOOG playbook and dilute. Somehow, bols will still say this is bullish

Skilledthunder

META, GOOG, and AMZN all dumped at the same time. Some big holders apparently selling off i guess??

caughtinthought

money is just being sucked out of all the scammy shit. Look at AMZ/GOOG/BRK they are all fine today

Ameri0425

It's going to GOOG, our lighthouse in this sea of red

mneymaker

Seeing $GOOG ABSOLUTELY FLAT is the craziest thing I have witnessed today ngl

JonRadian

AAPL and GOOG pillars of my portfolio

refrigeratorsHD

Just full port GOOG at this point