Reddit Posts
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
Earnings season is here Have you received the signal for the next wave of earnings season moves?
Mentions
I would trust more GOOG long dated calls
put it all in GOOG and thank me later to the people who will inevitably call me a regard: I know
GOOG just swinging its fuckin hog all over the place
Sure GOOG do one month of gains In a single day
GOOG realized it never need the top researches
GOOG bby slow down, you're gonna make me have to roll these covered calls out and higher
Money is rotating in safer bet like NVDA and GOOG?
I'd rotate most into GOOG. They are a very solid business, and still continue to grow. Not to mention they are very well positioned for the AI race (despite current volatility). I have \~500k in that ticker too (was buying since like $40 a share).
The hardest part of pre-IPO equity is separating the sweat equity from the cash value. But the market doesn't care how many late nights you put in. Once the shares vest, holding AFRM is the exact same financial decision as having that cash today and choosing to buy AFRM over GOOG or RKLB. If you wouldn't buy AFRM today with fresh cash, you're choosing to underperform your own conviction. Are these shares held in a taxable account or a retirement wrapper? The actual tax bill on the realized gains is the only math that should dictate this rebalance.
Yep. I sold my multi year earnings on GOOG and ASML and went deep into software. Figured doing a near triple bagger on ASML and getting a strong 18 month performance on GOOG were enough considering the AI related runup.
As everyone else said buy broad ETFs like VOO, VTI, VXUS, etc. But I don't think it hurts to buy individual stocks if you believe in it and actually invest. I've invested a lot into GOOG for example because I think over the long term it will be a good investment. But 90% of my portfolio is still broad ETFs. If you don't believe in any individual stocks or you only plan to invest in them for the short term then you're better off with only ETFs.
My strategy to sell some AAPL to buy some GOOG played out well. I'm 21 days into investing all long and big cap and I'm up 5.8%, and that's after losing money on SPCX. As a true degen, I have a $500 tax deductible this year due to speech therapy sessions.
Your question is about finding stocks to invest in with a lot of volatility for a duration of 2-3 years. My read into that is you are looking for risk stocks to make larger gains; i.e., the higher the risk the higher the potential gains. Technology stock are where I see the volatility, risks, and larger gains; Especially ones focused on AI (but majority of them are anyway). I would start with what is called the original MAG 7 which are: * **Nvidia** (NVDA) * **Alphabet** (GOOGL / GOOG) * **Apple** (AAPL) * **Microsoft** (MSFT) * **Amazon** (AMZN) * **Tesla** (TSLA) * **Meta Platforms** (META) For the year, they are actually not doing that good compared to other tech stocks. However, for 2-3 year span, they have a lot of growth left including NVDA, GOOG, MSFT, and AMZN. Same with the others but right now they appear less of a definite compared to the 4 I named. But the key is to research them, read articles on them, go to their website and learn about their products, their industry they are in, etc. The more you learn about them the more you learn of other stocks in the tech section because they will be mentioned in articles with the others. Put those symbols in Yahoo Finance and start reading articles that come up and you'll start seeing other companies and if interested, look into them. They key is "learn" about the companies and combine that with your charting and choose stocks that way. You can listen to people recommend this stock and that stock but in the end you should invest in stocks you are familiar with - you do not need to be an expert in the company but at minimum understand what they do, the industry they server, who their competitors are and how they compare to them, their financials, etc. Combining that with your charting, you'll find good stocks on upward trends and will do good with stocks for 2-3 years out.
that stupid rebalance day bs 336 GOOG dip was a gift
1. GOOG (40%) 2. APPL (30%) 3. MU (10%) 4. FIG (5%) 5. NBIS (15%) <-- POS. Should i cut my losses now and buy more MU / SK Hynix?
Cant believe I caught the glorious GOOG 338 dip and amzn 228
GOOG keep pumping u beautiful bastard
Last week was people's last best chance to sell the Mag 7 AI cap ex spenders $GOOG, $AMZN, $META, $MSFT and $QQQ and buy $SOXX, $DRAM, $EWY, $EWJ, and $VXUS stocks. Sell the stocks spending more money than gawd and buy the dip on the stocks receiving more money than gawd. Follow the money.
IF GOOG doesn't break 360 I am fucked.
Haters want you to believe the GOOG dump is real
But GOOG is much more exposed to AI bubble risks than AAPL or AMZN
Just sold 10k of AAPL and bought 10k of GOOG. If we regard, we regard together.
JNJ and LLY are some of my best stocks. Definitely have been crushing my MSFT and GOOG
!banbet GOOG 430 July 30
I’m not sure what you’re talking about But the equivalent strike for GOOG (8/21 $395c given the current \~$5 spread) is the exact same price.
I wasn't paying attention to MU this year, so I missed the opportunity. Now I'm hoping it drops further so I can build a position—then, of course, I'd like to see it recover. I'm not rooting for anyone to lose money. Over the past five weeks I've sold a lot of positions using stop limits to protect my gains. You can't time the market, but at this stage I'd rather lock in profits than risk giving them back. Ironically, everything I sold (META, MSFT, GOOG—all in my IRA) has continued higher. You can't complain about gains... but I still do. 😂 I now have more cash than ever parked in SWVXX, and I'm trying to figure out when to deploy it. I don't want to miss a major rally, but I also don't want to buy before a bigger pullback. I get that If everyone knew the answer, we'd all be rich, so I'm doing as much research as I can. I even considered buying 1,000 shares of MU, but that's a big allocation and gives me pause. How much lower do you think MU could realistically go? Congrats to everyone who bought at lower prices. My biggest investing win was BAC—I bought around $5, sold at $41 after about 12 years, reinvested the dividends along the way, and turned a $100K investment into roughly an $800K gain.
If compute starts to trend down, what’s the next AI bottleneck? Data? Money might flow out of semis into recently underperforming stocks like META/AMZN/MSFT. I also like GOOG/RDDT because they toe the line between AI/Software better than others. They are ad centric businesses with AI exposure
I didn't downvote you, I was gone for a sec. Good luck, I hope you get paid on the trade, GOOG was my biggest winner last year with a ton of calls, weeklies, monthlies, leaps, everything paid lol, it generated a bunch of millionaires on this sub alone
lol is this an AI bot? I never said the thesis being 500 by jan, in fact I run the numbers with your thesis (run up into earnings and potentially holding through) did you even try to run the pricing formula? you'll notice the payoff is not that different because you burn so much more theta in the next few weeks. And gamma helps you, but it is quite small on the Aug contract too. \--- spread I don't know because market isn't open and I wasn't even watching any GOOG options recently. Maybe you can get a good fill during mkt hours. my point is: just buy cheaper shorter term contracts if you want to play the run up or get them a couple months out to "minimize" losses
First of all, I’m highly dubious of how you cut that quote. Second, all the public quantum computing companies are complete scams right now’s. So his commentary likely reflective of that. The only quantum bet right now is GOOG/GOOGL.
I bought GE in the early 2000's as my largest investment. They were a diversified company with great fundamentals and an unbreakable moat. Er. Then it collapsed. I rode it all the way down. Something to remember is strong companies can change their composition. GE sold off a lot of the stuff that made them diversified. As Employee280.... says above "I don't foresee a world in which AMZN ever has competition." Ok, hypothetical: what if they spun off their cloud business (high margin) as a separate company? Shareholders would get some stock of each but the nature of AMZN's dominance would change. Today you have companies like SPCX, GOOG, META, AMZN that are combinations of different businesses and products... but this business tactic was popular before until it wasn't.
Thanks! Relatively limited I think my port is current cash (20%) then it's split between GOOG, MSFT, AVEX & KTOS (drone companies - little unsure on these, but there upcoming contracts are suggesting potentially good things for both in the next 12-months), CCL (cruise company - heavy debt from Covid but keep posting great numbers every year). I also have a stake in the crypto-currency company Ripple which has grown a fair bit, but that's only available on private markets. GOOG, CCL and Ripple I've owned for years at this point. AVEX, KTOS & MSFT were all purchased in the last few months on dips.
TSM, GOOG, MSFT I'm willing to bet that at least 2 out of the 3 print on earnings day
MSFT GOOG NFLX Google is the reason I am still profitable!
For my non ETFs: MU, GOOG, NVDA
I have only 2 holdings: 80% AAPL 20% GOOG.
PLTR GME CSCO then 4 and 5 are NVDA, RKLB Rest of the top 10 are GOOG, AMD, TSLA, ASTS, AAPL ETFs are the bulk though. Those are just the top individual holdings.
I've been trading a while so I've sold a bunch. but currently. CRWD i'm at 197% , GOOG 283%, and JPM 251% , and JPM I sold about 50 shares of last year. and GOOG I think I sold 25 shares of last year.
VFIAX (VOO but a mutual fund) half my port GOOG AMZN
Same but I swapped GOOG for MSFT
Both OpenAI & Anthropic burning cash almost $40 Billion per year. Now $META cash flow after big AI-spending, miserable. Now $META $SPCX $ORCL $CRWV $NBIS & many have too much unused capacity want to rent datacenter. It means Meta-Llama AI models don’t work, or not profitable, want to rent it like xAI-grok, rent it. Recently $GOOG $ORCL $NVDA raised debt. How much all can fool all by Option gambling & leverage ETF & margin debt push 1.4 Trillion, when Fed hold higher rate, with new black box communication? https://preview.redd.it/ccnew9l399bh1.png?width=752&format=png&auto=webp&s=23c8096b5b3389ef6a00ac3a3fed922f01ccd5e3
fwiw there were some bad picks for the top 10: Reddit, Palantir, ASTS, and GOOG
Funny, I've been in AAPL, GOOG, and several other tech companies for decades. No complaints here.
Meta has over $200 billion in ad revenue, the majority at ultra high margins. Zuck is definitely burning money in an AI bonfire, but META is insanely profitable. They make more ad revenue than GOOG
no worries, glad this idea makes sense to you. I've been trading options for a couple years and keep trying new things. I did get level 4 a couple months ago, so I might start selling naked calls related to this type of overbought strategy as well. I don't think its anything hedge funds aren't already doing. RSI is a weird indicator. I will mention that specifically I'm using RSI (9), not 14... just because that was the default on ibkr... no real reason. It could work with 14 as well. Just letting you know what I've been using. And I only am using it on the daily timeframe chart. I may try to refine it more, but the idea is pretty simple, so I don't really want to overcomplicate something that is basically easy. I think the easiest way to get clipped using this idea is by not watching the price as well. If the price is still rising every day with a RSI of 80-77-80-81, then just let the price rise. If RSI hits 85-88 or above 90... then I think it really starts have a decent signal to sell calls. Like on this GOOG chart you can see that RSI(9) hits 88, and that is a great time to sell calls, though the price continues to rise for a few days. Its worth noting that the better time to sell calls would be the back side of that run up, and the calls would be green immediately, but premium somewhat reduced. I think the DTE you sell can also be tuned to the cycles of the particular stock. So google has one cyclic period, and other tickers will follow other durations. GOOG is pretty slow overall, so I think that is helpful & I think selling calls over several days or a couple weeks is a better idea then selling them all on one day in particular. That way if the trend isn't really following the RSI you aren't fully committed, but overall I think sell around 85, buy back at 35 will work in a lot of situations. https://preview.redd.it/vt20fa4oh4bh1.png?width=867&format=png&auto=webp&s=7cf2393ba99ad523a44c480b03dc557d0691b226
>But more players entering the space including multiple Chinese companies, which have historically over saturated tech/ hardware markets by flooding supply These Chinese players already said their capacity for production is far below internal Chinese demand too, so that won't materially change the US / global situation. > “compute” demand could slow more than what has been priced in, which has only been bull case expectations GOOG raised 80B not that long ago... NBIS is up 140% YTD, etc. Demand will not slow down. There is \*no\* chance it will, this is just nonsense. >Which is why SNDK had a near 30% pull back on META news that implied that the companies creating all the “demand” may have actually over-ordered and now have excess that they need to find other ways to generate revenue from than just “training AI.” Just a beta selloff. Highly volatile stock. Will go back up and break new record ATHs. >SNDK’s 4,000% stock price increase has priced in 5+ more years of NAND prices No it hasn't. It still will double from here. >Having said that, I wouldnt be surprised to see the stock go up 20%+ on reporting what is already expected/ priced in This is contradicting in itself. You can't have a stock go up 20% on something already priced in!
ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for cheap AI models, why? Because they know it is not sustainable, because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
I didn't miss any boat kid. I was an early investor in AMD, NVDA, INTC, and NBIS. The difference is that I'm not blinded by the illusion of infinite growth just because of some trend you saw on Instagram or TikTok. Hardware is fundamentally cyclical due to obvious energy, demand, and cost constraints. Resources aren't infinite. For instance, advertising is a constant. You always need to advertise, which is exactly why GOOG and META are fundamentally non-cyclical businesses. Hyper growth has nothing to do with being cyclical or not. Microsoft already looking for **cheap** AI models, why? Because they know it is **not sustainable,** because no one will pay that much for it. So far it has been mostly subsidized by hyper scalers, this has stopped. I work as a software engineer, and I can tell you that token cost has dramatically increased, which makes companies be more careful with AI spending.
Good companies that are most oversold. In a 25% sell off, not everything sells off equally. If most stocks are down 25% but GOOG is down 35% I'm going for that first, for example. Probably 3-5 solid companies but concentrated in the ones hurt the most.
XEQT with some GOOG and a few others. It would depend on the why.
Add to my GOOG position probably. And add to my speculative HOVR position.
Amazin, MSFT, GOOG all have cloud... isnt NBIS cloud? There so much cloud...
GOOG losing all its gains already
the reason sndk is even up is cuz of hyperscalers like MSFT META GOOG
I am so much better than you. I have this for all stocks not just GOOG
GOOG when I hold it: 📉 GOOG when I sell: 📈
My “trading bot” goes live today and wants to buy MU/INTC/WBD/GOOG. I’ll approve and see what this retard clanker does
All big tech going debt market and free cash flow disappearing $GOOG $AMZN $NVDA $MSFT $META all free cash flow wipeout and soon all see ROI of AI is negligible. Soon all dump semi $SMH , it can crash 80% semi stocks
the frustration makes sense but the premise is a bit off. fidelity's auto-invest hits market open or a fixed window, not the daily high, so it just feels like the high because you're watching it. the real fix for GOOG specifically is a limit order a few cents below the prior close, which fills most days and saves you maybe 0.2% per buy. over years of DCA that adds up to a few extra shares for free.
ELI5 version: SPY and VOO and other funds are supposed to track their indexes in the short term (and long term) but need to be rebalanced, which means the size of each company inside the fund needs to be slightly increased or slightly reduced. For most, that happens daily. But during the day, people are free to buy or sell them at whatever price market makers are setting between (and based on) the bid and ask price. Any time something is freely traded, the price will move up or down with supply and demand. (ex: GOOG vs GOOGL are functionally the same, but often have different prices because no market is perfectly efficient) When they are rebalanced, however, the price may change a bit to reflect the actual prices of the individual companies inside. Also, some funds don't try to EXACTLY follow their index—they are designed to approximate the underlying asset (thing of value).
DRAM / micron, GOOG, ASTS calls all running. Good luck fam
Screw GOOGL. I need GOOG to hit 400 soon
MSFT now is the GOOG of last year Do with that what you will
GOOG under 350 was such a easy play
Pls tell me if my port is good: AMD, ORCL, META, MSFT, ANET, ISRG, SPCX, GOOG, AMZN, AVGO, PLTR
>Do you know is not the first time they were found guilty to criminal price fixing right? Yes, everyone knows this. I wonder if hyperscalers increasing memory demand by 800% would impact prices... >Do you also remember what happened to GOOG price when they were facing a lawsuit against Chrome monopoly? So unrelated it's hilarious.
Do you know is not the first time they were found guilty to criminal price fixing right? Do you also remember what happened to GOOG price when they were facing a lawsuit against Chrome monopoly?
Bought $NOW last week, was planning to hold it but it ripped and have since sold it. $MSFT - holding for now, likely going to DCA $GOOG - likely going to add to this
Sold my GOOG and META calls last week for a loss and full ported NVDA, AMA 👍🏼
GOOG ME BABY one more time
GOOG with the clean break above 350. Yesssss
GOOG said quarterly rebalance this bitch
Need GOOG to cool off for my puts to have a chance
Berkshire averaging down on GOOG? gah damn
Looks like it‘s GOOG day today
My GOOG position looking ok today
GOOG & AMZN are the only ones left who can afford memory
GOOG not far behind with 3.5%. WTF
GOOG earnings run up starts today
If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.
#Tomorrow's forecast: SPY up, most stocks down (especially MSFT, META, GOOG and AMZN) LMAO🤌
It's just that I bought MSFT, AMZN, GOOG, NVDA and TSLA. I seem to be humpty dumpty - anything I buy falls hard!
I'm in GOOG. It's only possible to all in on a single stock if you're doing it for reasons other than money. If you're doing it mainly because of money, you will panic sell and it won't work out.