Reddit Posts
What % of your portfolio is in single stocks vs ETFs?
What % of your portfolio is in single stocks vs ETFs?
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
21M, was up 101% YTD, sold half of everything Monday. Regard?
GOOG is sitting at a super interesting GEX cross point right now
You Have to Fish Where Fish Are - And US Pond Seems Empty
With most 13Fs released, here are superinvestors' top 10 buys from Q2
$ZETA is going to go retarded today
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
GOOG Gamma Exposure Update: 6.88% Rally In Play
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
Metrics for the top 3 show NVDA is incredible at this price
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
It's funny how the hive-mind's favourite stock is always (insert MAG7 that has the best 12 month performance)
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
GOOG LEAPS 3,216%/$40k GAIN I BOUGHT ON SHROOMS CLOSED OUT
CRWD beats and raises. Also announces 4 for 1 split.
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Mentions
oil at $100, 10y at 5%, OpenAI loses money, Anthropic loses money, GOOG is cash flow negative, interest rates are going up, inflation is high... why do we have to pretend everything is fine when it's clearly not? I am not bearish, I am just stating getting long on AI bets here is suicide no matter the +10-20% in the short term. I only buy memory on the dips and that's about it. And even that I don't hold for too long
extrapolate, because GOOG isnt the only stock pulling this bullshit to make their earnings look better to mask over the HORRENDOUS FREE CASH FLOW, which you cannot account away with gimmicks and bullshit. Fuck why am I even bothering talking about accounting to someone whos probably never even looked at a balance sheet or income statement
GOOG seems to be the mag7 stock in timeout rn
this is my strategy with GOOG.
Trim META, buy NVDA and GOOG
RDDT about to get a giant check from GOOG and other AI companies
I don't get why dividenddata claims META's Forward p/e is 23.24 and GOOG is 17.29. Also, anal-ysts seem to think GOOG has more upside than META in the next 12 months. This is why I put 20k in GOOG and 0 in META.
When will GOOG pop?
Hopefully GOOG can press to 360 by eow
Smart move now is to Trim META and buy NVDA and GOOG so I can make money
**BanBet Lost** — /u/guccioli (0W - 4L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $352.55 → $354.00 | +0.4% | 1h | Lost |
GOOG is straight up a boomer company...
Dividenddata.com did me dirty. It's the only reason I bought more GOOG instead of META.
vibes you say :hmmm: can we get GOOG vibing? :pray:
Price target on GOOG $450
GOOG's day will come. We Googies just have to wait patiently for our turn :feetswing:
That millionaire dude who sold all his GOOG to buy META a few days ago? FUCK THAT DUDE :screech:
GOOG is the bane of my existence. To think I sold AAPL to buy this bag at 367
They are listed on the website of the Korean etf. Kiwoometf dot com. Same S&P momentum index. Big changes are no NVDA or AVGO. AAPL, GOOGL/GOOG, MU top holdings at 9% each.
GOOG and NVDA just neglected.
GOOG locked at 352 and NVDA at 225
**BanBet Created** ▲ | **Record:** 0W - 3L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $354.00 (above) | $352.55 | +0.4% | 60 minutes |
I need GOOG to go up another 2% to break even. Come on, Sundar Pich-AI
Consumer not spending , its recession time When consumers not spending, advertising revenue crash, on top big spending, hurt $META $GOOG badly at earnings Semi spending crash, no semiconductor purchase at recession, crash semi stocks
Financial Media making propaganda for AI story, when rest economy in recession, like see $NKE, $CLX, $DIS, $MCD, $UPS Consumer not spending , its recession time When consumers not spending, advertising revenue crash, on top big spending, hurt $META $GOOG badly at earnings When advertising revenue crash, big tech reduces spending, reduce CPU, GPU, memory, semi purchase. Semiconductor crash hard
Forward P/E is way lower for GOOG tho.
META ad business is passing GOOG’s this quarter. Growing almost 2-3x faster. Google has to reinvent itself because its legacy business / cash cow Google.com is getting put to sleep by AI search tools. Meta’s advertising business continues to accelerate.
Whatever I buy stops pumping...AVGO, AMZN, GOOG What I not buy - AMD, META, ARM
How could people prefer META over GOOG. It makes no sense. Buffet might die before seeign it truly print.
$GOOG aint worth paying
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $352.61 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
GOOG moves so slow. It's like an old grampa. Give it the beans.
If you're buying hyperscalers GOOG and META offer the best valued earnings and cash flow price ratios
I'm scared because my $NFLX is going down and now I'm adding $GOOG
Should I buy $GOOG?
GOOG/META eating NFLX alive
GOOG common go up!! look at your friends...trash stock
> Would you liquidate your GOOG position because Google Maps now uses "Lake America" instead of Lake Ontario? the people who care about this are just an irrelevant reddit fringe. real people don't give a shit.
So much yeah, but I stopped paying attention to GOOG. As long it's above 350...
It's a good question. I can give you the numerical, rational, objective, financial model driven answer, though it won't be sufficient to explain reality. The TLDR is: there's a lot of runway to spend if we're looking at financial capacity. But much of the pricing power within the ecosystem hinges on whether frontier model training continues to have buy-in. The largest risk isn't running out of funding sources, but rather, investor belief. We've all seen this [alarming chart](https://i.redd.it/6ulgj5hkk0dh1.jpeg) of hyperscalers printing walls of FCF historically which now falls off of a cliff (12 mo forward). From a debt health perspective though, what the chart doesn't show us, is that hyperscalers (ex oracle) are actually levered at \~0.2-0.4x next year (fuck all), and, for the most part, even under dramatically rising capex assumptions, that doesn't change much. The underappreciated reason for this: building data centres is NPV positive, which is increasingly evident in recent cloud operating profits. You can think of it like... the hyperscalers are building little neoclouds within themselves. GOOG even reports its cloud business separately, so we can see that although the returns aren't great (vs ads), they're also not negative, and are in fact growing quite fast. But this brings us back to the Achilles heel. The following is supposition: the reason that neoclouds are economic is because frontier model training represents the marginal buyer willing to consume endless compute without much price sensitivity. Frontier training has very questionable economics.
Would you liquidate your GOOG position because Google Maps now uses "Lake America" instead of Lake Ontario?[Google Maps is taking sides](https://i.imgflip.com/b1mdp9.jpg)
If you look at institutional order flow it’s focused on GOOG and Meta, both got PT raise, Goog 450 and meta 820
Can this level of spend be sustained though, both as a matter of choice and in terms of literally having the capital to do so? I see MSFT could still fund their cap ex via FCF, but GOOG just dropped into negative FCF. Then of course you would think these CEO's woud smarten up if AI looks like it's going to under perform expectations, or they might cave to shareholder pressure. I do appreciate though what you said about it being a general purpose technology, and I've heard CEO's talk about the game theory aspect of this. They see not investing in it as an existential risk, so even if there's only a 35% chance AI will pay off, it could still be rational to invest in it. This all comes from the perspective of a lay person who went to law school and not business school though, this isn't my area of expertise. I'm also generally on your side, outside of index funds, SK Hynix is my third biggest holding.
https://www.reddit.com/r/swingtrading/s/UPrvgLbU2u https://www.reddit.com/r/wallstreetbetsGER/s/6hX5rC1Q9t https://swing-finder.org/charts?ticker=GOOG&from=4291&to=5554
Can GOOG hit 400-415 on upcoming earnings
I mean, what leaps do you have? I still see GOOG at 400+ EOY if the market sentiment does not turn completely.
GOOG went from +3.2% to +0.21% by closing.. It's like getting ass fucked with lube that dried up towards the end
GOOG buy around $320-330. AVGO $320-340, can drop more, but got some momentum now. RDDT hard to tell, but it want go much lower. Memory, MU allready expensive at over $1000, but it can run much higher but also drop fast. $850-900 mayb
Buy AVGO, GOOG, and what you can handle in NBIS, just to name a few. Stay away from penny stocks, space and anything drug related if you dont have Inside information and are not prepared to hold for many years
What were the biggest triple witching EOD swing you saw today? There were big ones on a bunch of stocks - GOOG, SNDK, AMD, MRVL, NVDA, ASML to name a few
Someone smart pls explain me why NVDA pump and GOOG, MSFT and META dump in the last 10 mins
Some absolute whale decided to wait to 10min before close to adjust their 12-figure AUM for the monthlies. NVDA and other hardware-adjacent stonks shrek'd (literally +5000% on some SNDK 0dtes over the last 10 minutes of trading time), while software-adjacent got shorted or sold to hell (GOOG as one example). Fucking nuts.
Just rebalancing, GOOG took a dive on the counter
META, MSFT, GOOG crashed, WTF happened?
>Nonononono! You guys don't get it! AMZN/GOOG/META/MSFT/AAPL are HORRIBLE investments early on when they were still growing massively! Because you could have gotten 0.25%-5.5% in a US note instead while they were running negative """"""""""Dividends and retained earnings""""""""""^(both included in earnings BTW!) /s The concept of dividends+retained earnings being some be-all-end-all is literally 90IQ believing they are 110IQ. The US corporations, tax laws, accountants, Washington law makers, and indexing has lead to maximum market efficiency. The most efficient way to not only protect shareholder equity but also growing it has been to reinvest capital back into the business wisely, build moats, grow your company, make strategic M&A, etc Buybacks/sharereduction have been more efficient for corporations while also offering more optionality to shareholders than paying dividends. This has led to other companies reducing/holding/slowing dividends and dividend growth in favor of share price appreciation. Doesn't matter if you look at it from 2007/2008, 2019/2020, 2023-2026, etc. Equities have outperformed the 10yr over the long run. But sure. Folks who believe otherwise should just go buy the 10yr. Have fun.
GOOG Calls INTC calls
is GOOG making a move?
**BanBet Lost** — /u/NotPapaElon (0W - 4L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▼ | $334.94 → $318.19 | -5.0% | 2w | Lost |
How stupid am I too have an opportunity to get out of GOOG green and not take it lol
GOOG gave everything back
GOOG stuck at 350 for the rest of the day!
Not fucked at all, it’s fucking GOOG
What the hell happened I walked away for half an hour and my GOOG calls are dead
lmao I dumped GOOG in premarket
GOOG is such an impotent stock
Got suckered into GOOG calls. I deserve this
When it was time to unload my GOOG bags I was in a fucking 121 on Teams! I hate my life
GOOG can't sustain any erection just like its CEO
GOOG already won the AI war, of course it's pumping.
Thank fuck 25 percent of my portfolio is GOOG 🙏
Got into GOOG yesterday at 344 😎
**BanBet Created** ▼ | **Record:** 3W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $340.00 (below) | $350.80 | -3.1% | Sep 25, 1:25 PM |
Why is GOOG up bigly? Because of Waymo news?
Why is GOOG mooning? Real answers only
one green day for GOOG and everyone loses their minds
80% GOOG and 20% CRDO lol
Im around 60/40 too. I wouldnt cut at 16 percent. If GOOG got that heavy Id overlay it on QQQ in moomoo just to eyeball relative price action, whether its been tagging along with the index or pulling away. Overlay only helps with that visual compare; it doesnt prove whats driving the move. If it looks mostly like the index, new cash goes to the ETFs. If its clearly doing its own thing on the chart, I wait for 20 percent before I touch it. Position size alone is a lagging tell
One green day GOOG and everyone be like surprisedpikachu.jpg
About 20% of my portfolio are individual companies, and 80% of my stocks are diversified funds. Most individual stocks are either large tech companies like GOOG or MSFT or stodgy dividend paying companies like MO and SHELL. Also been building up a largish position in BRKB recently.
Lmfao. Of course GOOG rips after I get fed up being basically flat was the last month and sell $40K worth. Can’t make this shit up. Least I didn’t lose money I guess.
Held $GOOG $355 Calls all week and took a massive loss today. Naturally Google is fucking ripping now. Will be 360 by open and I’ll have missed out on 10K plus.
Hey why did GOOG go up? Oh its a 485 PT from tigress capital something. OK cool. CAN WE MOVE ON TO THINGS THAT MATTER? Sydney Sweeney tits in new nude ad: yes or no?
Whats going on with GOOG?