GOOG

Etherius

What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)

cgonz15

I have NVDA AND GOOG Dec 2028 leaps, at this rate, I will be profitable around mid 2028 if even that

mneymaker

Although I am extremely bullish on $NBIS in general, I am eyeing $CRWV after some market cooling down for OpenAI and Anthropic IPO's sympathy runs along with GOOG.

ghostjjl

And I own 88 shares of GOOG. Coincidence? Yes. Hotel? Trivago. Calls it is!

bartturner

Depends on what you are going to buy. It would be a no brainer to sell META and buy GOOG/GOOGL.

Objective_Delay_1525

I have been in the market for a while and have finally figured out the 3 secret rules to investing in this market. 1) If you are unsure whether to buy the dip on a stock, head over to r/ValueInvesting. If they say to buy then it will continue to dump/be flat for 10+ years. MSFT, CSU, NVO are some notable plays. Note that GOOG is an exception because everyone was saying to buy. 2) Inverse WSB works. But ONLY for short term trades. For long term trades the regards are always right in the end. 3) The market is no longer trading on fundamentals. Regarded ideas are the best. However, remember to check rules 1-2 first. My next play - SpaceX IPO. Reddit says it is a scam. Following rules 1 and then 2. This means it will pump then dump. Short term calls on IPO then long term puts. This IS financial advice.

Thy_Gap_Slayer

I had predicted this when GOOG was at 300… you are simply living what I had forethought.

Comfortable-Sky7801

No joke but if I had to pick one stock to own my whole life, it would definitely be GOOG

Evening_Control6034

Those never end happy. You either regret selling too soon or waiting too long. Lot of people regret selling Nvidia at $ 180 (4 T or something) and now its 5.5 T. A year from now folks might regret not selling it at 220!! I do nibble in these tickers with small amount for pocket money. They are not investments for me. Also these big earnings swings are such a mindf\*ck. Imagine all your savings losing 20% in a couple of days or your investment underperforming S&P by big margin (GOOG last year, MSFT this year) You need a lot of conviction and future sight. I have neither :D

spicykimchi_inmybutt

sold my GOOG today to go all into ASTS, but would’ve gone into MU too if i knew the face ripping gains would continue 😞

notarealredditor69

Think about how much money you would have right now if you had bought GOOG before they were profitable.

le_pedal

My 12 month plays are MSFT GOOG NVDA so whatever

Prudent-Corgi3793

That “someone guy” is right. I love MU. It’s grown into my second biggest position (after GOOG, tied with NVDA), but you also have to know what you’re getting into. MU has had multiple brutal drawdowns, including >95% during the great financial crisis. SK Hynix has had a parabolic rise, but only recently broke its all time high from the dotcom bubble (shortly after it started trading as Hyundai Electronics). Why? Because it lost \*\*>99.5%\*\* of its value through 2003. And keep in mind these are the few survivors of the RAM consolidation. Are things different now? Let’s hope so.

onerandomcomputerguy

Any room for GOOG in there 🥺

Fhyzikz

Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it

duiwithaavgwenag

You call MSFT trash because SP is flat over two years (doesn’t factor in dividends btw) but then say you should wait for a pullback to get into GOOG or AMZN. I hope you see the hypocrisy here.

spicykimchi_inmybutt

Unfortunately i was bag holding GOOG

akunisg

we must imagine a world where MU/SNDK make money but MSFT/META/AMZN/GOOG don't

GMVexst

GOOG is my savings account, so I guess yes

pembaThePanda

I need to stop too. Made a couple grand last week between GOOG and PLTR, but lost 14k in MRVL

cgonz15

GOOG rising from the ashes W

Successful-Tea-5733

1. Yeah I know almost nothing about them other than everytime I hear their name it is in a negative manner, I know that they have restricted capital access. That said, you can't sell high unless you buy low so if someone knows a good reason to buy, I'll listen 2. Yes GOOG and AMZN are two that are extremely diverse and have thought about that. 3. Not at all familiar with this. PIT? Can you tell me more?

Emotional-Breath-838

Two things… 1. Please don’t invest in Blue Owl. I’m so unimpressed with them. 2. There are stocks like GOOG that will provide you with an almost ETF sort of diversification on their own. 3. (Bonus) Do you have to be in equities exclusively? There are managed commodity ETFs like PIT that will ensure you have lower beta and exposure to gold, oil, livestock, etc.

Complex-Video-2202

Nasdaq in two years: MU, NVDA, SpaceEx, GOOG and Ross dress for less

socrates4eva

AMD reached 500, GOOG get your ass to 400 slacker.

Status-Net2947

Thinking about relocating more AMD money into MSFT META GOOG and AMZN

cgonz15

Mag7 mostly red except for GOOG, TSLA and AAPL. But none of those reach 1% green lmao so how are you evergreen

Jagged_Tide

GOOG trying so hard just to form a head and shoulders

InitialPsychology731

This reminds me of AMD and GOOG last year. Calls.

big-baller-47

GOOG to the moon

hoopaholik91

So we are just gonna have semis go up trillions of dollars while the companies that actually need to use and pay for them (MSFT and Meta) languish because they aren't recognizing any improvement on their bottom lines. AMZN and GOOG have gone up, sure, but mostly on their hardware hype, not anything to improve their existing businesses. So why are we expecting them to pay these outrageous sums for the next decade?

cgonz15

How tf are both GOOG and NVDA shitting the bed rn during this holy pumperino

Lihuman

I got 6 ads for a 23 minute ling YouTube video. Puts on GOOG

No-Improvement3164

Great Rally in history and GOOG and Apple are the only participants from FAANG

circadiggmigration

Yes, but GOOG still has room to run.

cgonz15

GOOG $400 wen

Neader

GOOG seriously pissing me off rn

Neader

GOOG da fuck are you doing get back up there

gutster_95

I buy GOOG when I see this

MtGloomy0420

So then you are implying, based on your previous commentary and then “No.” you are an institutional trader. If that’s really the case, do you often bet against $BRK 13F-HR filings? https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/xslForm13F\_X02/53405.xml Okay, let’s assume you do have that much shortsightedness…then do you actually understand anything about hyperscalers, building services in the cloud, Moore’s Law and the actual age of all of $GOOG current infrastructure?

Neader

GOOG can you just go up like a little itty bitty more

TheBreadMan10

Idk I don’t want to get comfortable. GOOG does dookie when everything else does well. This is fishy

Severe-Selection-256

Whoaa breaking Google starting subscription service for youtube similar to Netflix for access. GOOG to the mooooooooooon

microdosingrn

It's probably useful to look at capex through the lens of the backlogs and RPOs. This is a big difference for META compared to the other tech giants. Still bullish on META, but Zuck is spending without the backlog and RPOs, GOOG/MSFT/AMZN are spending because they're going to get an immediate ROI, unless those companies can't/won't fulfill them, looking at you, OPENAI.

option-trader

Then you're looking at the wrong place. There is that going on, but the real capex comes from the 4 mega caps generating revenue from ads (GOOG and META) or Software (MSFT) or everything else (AMZN). If the current core business of these 4 decreases, then capex is going to decrease no matter what happens to the rest of the AI stocks.

option-trader

Yep, it's the FCF that should be looked at closely. So far, I've only seen META and GOOG add ltd, but their cash and short term investments (usually t-bills, bonds, etc) are still much higher than their ltd. If that ratio gets under 1, then I can see that might lead to a bubble years away.

option-trader

You missed the point. OP's point was that chicken littles are calling a bubble without even looking at the underlying business. Ex. Who's providing the capex? META, MSFT, AMZN, GOOG. Okay, have these 4 continue to show strong profits and increasing cash flow quarter over quarter? If yes, then why call it a bubble when there's real cash flowing from these 4 mag7 and into all the smaller AI related stocks? If no, then the capex will start decreasing or we'll see increased debt/secondary offering from these 4. It's idiots calling a bubble without ever taking a look at why it might be a bubble.

option-trader

Yep, we know that most of the capex comes from GOOG, MSFT, META, and AMZN. So, it's easy to go in there and look at their core business to see if those businesses are struggling. If not, then we know they've got the cash to continue this massive annual capex. It's not rocket science. I just hate when these streamers with no financial education make up stuff.

Icommandyou

Iran deal must include them buying MSFT GOOG so my calls are saved

CaptainSt0nks

Look how much the world has changed since the end of covid. I fully expect NVDA and GOOG to race to $10T within the next 2 years. RKLB to $1T.

Tim_Apple_938

It’s deeper than that tho It’s not just their shares in anthripic Anthropic being the visible leader in coding is essentially irrefutable proof to the market that TPU is a true competitor to GPU. At half the price (Anthropic GOOG TPU are 5GW for $40B , and they’re paying spacex GPU 1GW for $15B)

MtGloomy0420

Wrong wrong wrong! You forgot $GOOG will write all this off in federal tax rebates over a very long amortization period. $GOOG doesn’t need to justify their spending to you. They have a team of financial experts to work out every single scenario you outlined. And it shows you don’t understand corporate governance, business, and capital expenditures.

cowboycookie1337

META is fucked. GOOG wins the AI race and that is all that matters. Good luck with your position.

actias_selene

I don't think that it is a bubble, neither the situation is that good. Also afaik, eps only shows small part of capex, as it includes estimated depriciation instead.Still fcf remains strong for big tech. The issue is with AI companies such as OpenAI and Anthropic. They are deep in  red in fcf. Their revenue from their customers account about half, the other half is VC money, with some circular funding being mentioned all the time. The AI revenue for big tech(MSFT, GOOG) is also a bit difficult to calculate as they are bundling it up with other stuff. Either way, even if there is any bubble, it can sustain years to come, unless everyone decides to stop all invesment at once. Even then, only some like MU would get crashed. Big AI would be probably bought out by Big Tech.

silverfutes

Whatever happened to that awesome Brit chick that used to dm me tittie pics every time GOOG hit +4%??? If ur out there, I love you dream woman & I’m sorry I sent you **my** tit pic. It was… a mistake. 🙈

Ashamed_Distance_144

I guess if my GOOG gets to cash out its shares then it’ll even out. I hope they unload their position but doubt they will.

MarsupialNo8853

AMZN RDDT …. AMZN Hold for a long time, RDDT under value right now, aside from AMZN or something like GOOG always trim the winners! Look at NBIS IREN and a longer stock that has the Ai play now and ongoing and is the ONLY pick and shovels for Nuclear, SOLS… and deep dive = company websites, Forbes, Wiki not Reddit. This place right now is good for ideas and always verify what you read.

Glass-Helicopter-126

I bought one share of GOOG in 2007 (holy shit, almost 20 years ago) for $702 because my officemate was a Google fanboy and thought it wasv way better than Yahoo. That investment is now worth $15k and is 40 shares. 

LightRoastCoffees

I did the same with GOOG shares after buying at IPO

Neader

GOOG I am drunk it's the weekend bby

GooFoYouPal

GOOG

night_shredder

europoor markets open tomorrow basically a kindergarten version of wall street gonna buy fancy tickers such as 1GOOG

SilentExtinction

my GOOG average is 155 and I went in heavy last year with all the fud about ai driving down search revenue. I've now shifted all of my goog gains to reddit as I'm seeing an almost identical pattern there. good company with a trash narrative surrounding it. bound to rerate once the narrative changes.

AlexDMI_etoro

The Next Big Thing, Quantum Technologies IONQ, RGTI IBM! Not a short term investment. Good chance this is the the next early MSFT or GOOG

MtGloomy0420

Hey everyone not paying attention…shhh 😉 I’ve found a pattern here…$GOOG invests then exits and the stock gets “funny”. Just do some DD please. $GOOG was invested in $GUTS, 11/7/25: https://www.sec.gov/Archives/edgar/data/1652044/000165204425000096/xslForm13F\_X02/information\_table.xml $GOOG had exited $GUTS, 2/13/26: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000023/xslForm13F\_X02/information\_table.xml

Agreeable-Purpose-56

Probably adding more GOOG as we speak.

bzl33

Private stakes account for 58% of $GOOG's net profit, 52% of $AMZN's, and 27% of $NVDA's. these companies are not nearly as profitable as they appear to be and they won't be able to easily unload their stakes of $SPCX and $OAI without disrupting the stock price.

circadiggmigration

> people do not change old habits. Yes they do, if they're financially incentivized. I don't even know where this dumb saying comes from. How come people replaced landlines with cell phones? How come cable tv is losing subscribers every quarter? If AMZN, GOOG OR MSFT can load an intuit-like software into their stack and cut the price by 50%, that "old habits die hard" mantra will go right out the window.

demonhunterking

I checked put transactions options and realised bear gonna burn on MU, POET, NVDA and GOOG.

vlayd

All hail Lord GOOG

Alicyclobacillus

Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.

chainer3000

Off the top of my head over the last 3 years my biggest winners have been ASTS, rocket lab, LUNR (although their botched sat launch last year brutally fucked me and I sold at a massive loss), IREN, NBIS, QBITS, RGTI, GOOG, VRT, AAOI, WYFI, RDW, massive win with MU recently I’m firmly in space stocks right now, but I’ve started rotating into energy, had some amazing luck already with Bloom and a penny stock American fusion There have been others

Invest0rnoob1

I don't care about any of these companies. I just want to make money. My 4 positions are GOOG INTC IONQ RKLB. I bought GOOG and INTC in 2022 and added more to intel at 20. Not buying the most hyped stocks in a bull market is dumb to me. It's like people are handing out free money, and you're saying no thanks. I have investment morals lol

Tim_Apple_938

That’s all included in the price I was referring to Anthropic is paying spadex 15B annually for 1GW and paying GOOG 40b for 5GW GOOG and spacex are actually running the chips, paying for all the power staff and opex. It’s reflected in the price

blabberboy

SK Telecom and Zoom also have stakes in Anthropic, where a much bigger % of SK Telecom = Anthropic shares than the analogous % of GOOG

That-SoCal-Guy

Learn to read charts and know when to enter and when to exit. Then either stick with index or a solid company that you know will weather the worst of times. If you already have long positions like GOOG, then hold, buy some more when they bottom. Repeat. Corrections are great opportunities for those who wait.

Tim_Apple_938

That’s not what I said, no Gemini is clearly poised to overtake consumer. Gemini App is at 25% worldwide traffic, compared to the incumbent ChatGPT at 50%. 1 year ago it was 5% and 90%. The trend is very clear Regarding enterprise what I’m saying is two fold: \- agentic coding race just started. This is a new boom and you’re extrapolating a lot from the first mover. Look at ChatGPT 1Y ago and today in consumer as an example. \- even if Gemini loses enterprise, as long as Claude OR open source win, GOOG will be dominant as an inference provider My personal prediction is frontier models will all be pretty equivalent in 3-6 months. There will be zero pricing power. GOOG uniquely poised to win on speed and token economics if it comes to that. But if there is one standout who CAN maintain pricing power cuz they have an insurmountable intelligence gap - as long as that’s Claude and not GPT GOOG will still be the most valuable company in the planet

gigachad_destroyer

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

Neader

Like half ported GOOG calls at close phew thank you peace

OneTwoThreePooAndPee

GOOG and AMZN are best positioned for AI. Even if they end up just buying it from others (Anthropic).

Tim_Apple_938

You’re just witnessing a first mover effect in agentic coding (an essentially brand new category having a breakout moment) and extrapolating That being said GOOG massively benefits from Anthropic winning enterprise as they use TPUs heavily and GOOG also owns 15% of them

theflintseeker

Congrats you found a hot take from 1.5 years ago right before GOOG ripped 150%

shawman123

based on how their revenue is growing, I think it wont hit 9 trillion in next few years. But they are steady and will keep growing. the brand moat is not going away. Even though chinese flagships have phenomenal specs, even in China Apple is selling well. I could see them do well with their Specs and other not so crazy priced hardware. Even Macbook neo can do 5x sales if they can improve the supply. So I would hold on to my AAPL shares. For some reason I am scared to own NVDA but they can easily double if they keep growing at this crazy rate. I can see them hit 10-12Trillion in next 2 years. GOOG can grow from current price though not sure about doubling. AMZN/MSFT have good potential. Dont like META at all despite them pushing gazllion ads to FB/Insta. But their market cap can grow from current levels. TSLA is not my cup of tea and so I am staying out of it.

actias_selene

When I run the number and think about the situation: \- Big tech still has room for growth. Especially those that does not rely on AI completely. MSFT, APL, GOOG, META, AMZN. \- NVDA is good, but still even if 20-30% slowdown of data center investment, could impact valuation very negatively, but still, the company itself will remain strong. \- MU and other DRAM/storage companies are where the bubble is. The investment in this area is continuously increasing and the supply will increase no matter what. If the demand cannot keep up, they will crash, and they will crash hard. The issue is, I think even 2 years to expire leap puts are very soon to make any call. So I will wait it out longer before deciding if I take any short position on these. \- Inflation will be high and remain high for next 5-10 years. Increased oil prices, to governments trying to inflate out their debt. Central banks will increase their interest rates, but not at the rate of inflation. \- Large AI companies such as OpenAI, Anthropic, xAI are all deep in red. If they can increase their prices a lot, they can make it out, but all or most of them will just spiral down after IPO imo. I believe a crisis will be triggered by: \- BNPL schemes. \- Private equity. \- Bond market. What I do: \- Keep buying MSCI and S&P 500 ETFs. \- Keeping more than regular amount of cash in highest interest possible saving accounts. \- Large amount of low interest fixed rate mortgage debt. I am not paying it off. \- I never liked bonds, I steer away from them.

Jerikolol

nah its just bad vibes mainly openai is 'bad' now instead of being an AI darling, xbox sucks, MSFT in-house copilot is the worst of the models (and is barely more than a chatgpt wrapper, AND there core software office 365 is boring and stagnating. oh and theyre also a SaaS now, so they get sold off every time anthorpic nukes IGV with some new claude update/plug-in. Now are any of these fundamental issues that will never get resolved? nah, prolly not. Kind of how GOOG was dead 1 year ago, and now its back to being the best company in the world. MSFT shall rise again (when tho, idk thats harder to say... 6 months? 1 year? more?)

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

AppropriateText176

My entire investing strategy for the past 10 years has been: buy GOOG. I'm a qualified financial accountant and I know a lot of shit about investing, diversification, risk management etc. But fuck it. My theory is that the guys running Alphabet are way smarter than me or any hedge fund analysts. So I just give them my money and they allocate capital as they see fit. Diversification is for pensioners and cowards. Google all the way.

Agreeable-Bee-3449

Not a financial advisor but I like to do a core + satellite approach. Where the bulk of my money is in a broad index etf (like VOO or VTI, VXUS, VT etc) and then I supplement that with more risky individual investments. My satellite rn is GOOG, MSFT, MU and RKLB

KrustyLemon

Bought GOOG due to demis hasabis. Bought ASTS due to the tech. Bought RKLB because every billionaire was making rocket companies. Bought SMH due to chip shortage during pandemic as it was identified to be a bottleneck. Bought MU due to reddit DD when it was $90. Bought GSAT due to apple rumours. I buy VGT weekly due to technology always moving forward.

culturefan

I suspect you're not holding your stocks long enough. You should hold them at least a year, and then decide if you need to sell them or not. I'd continue to hold MSFT & META. The Mag 7 stocks are still the way to go, AI is still in its infancy. So MSFT, META, AMAZN, GOOG, NFLX, etc. It probably wouldn't hurt any to find some stock pundits on Youtube you think are worthwhile to listen to--there are many.

RevolutionaryPhoto24

I started buying ASTS in 2023, including cheap LEAPS, based on research. My conviction grew over time, along with my position and after its first jump on the announcement with AT&T, I thought it was about to fly so finished building the position in a day. It worked out as there was an announcement with Verizon the next day, and from then on I added on dips with profits on bought and sold calls. It was all conviction based on research. Similar situation with AUR earlier this year. And I’ve been building ACHR as well. Pessimism tends to be greatest during accumulation phases, I’ve found, so I take advantage of that. Same goes for the “META/GOOG/NOW etc are dead,” when the companies actually print money.

Specialist_Cup_3603

I got 1630$ to invest monthly , i’m 23 , i will continue buying $MSFT $NVDA $GOOG $ORCL $NVO $INTC , if i got more money i will buy QQQ ETF

not_a_cumguzzler

you think too highly of yourself. I shorted NVDA, TSLA, PLTR, GOOG, and QQQ. all at relative bottoms

Crazy-Experience-678

I bought GOOG too...but sold it around Liberation day. I also bought a lot of META around Covid when it tanked but sold it before the big rally. Sold RKLB before big rally recently too but got some decent profit out of it. At least I didn't sell my NBIS shares too early.

Comfortable_Flow5156

if the market crashed 40%+?? Home equity loan on house.... Doomsday account activated (YES , I have one for that situation) TQQQ SOXL JPM GOOG class C IBKR CBOE And you can swing trade aggressively post crash for about 6 months

pembaThePanda

I think it depends on the strike you choose. I did a CC on LITE exp 5/22 at $1k. I was okay if it hit it (bought at 933) because that's a healthy 67k profit, but it started to recover and then dipped briefly, at which point I bought out the CC for 3k and then sold LITE for 970. It'll hit 1k+ next week - I am pretty confident, but I didn't want to hold over weekend so I was able to get out before weekend at a healthy 43k profit + 7k premium. I did similar to GOOG, but it expired today and I kept the shares because the strike was high.

sdas99

If NVDA or GOOG grow market cap at 30%/year for 20 years they will get there. They could also grow 20%/year for 29 years or 10%/year for 55 years.

Concept-Plastic

Thanks for obliterating my wonderful month, GOOG calls.

iloveaccounting64

You are the first regard I saw this year that lost money on GOOG calls…

Tim_Apple_938

I bought GOOG during the “ChatGPT killed search!” dip era It just never made sense to me. Every earnings report showed search growing double digits There was such an enormous disconnect between hard data vs the media narrative. That just means you’re early at the end of the day. Market can remain irrational for a loooong time tho (TSLA 😂) so be prepared to hold and it’s extremely painful