Reddit Posts
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
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
Mentions
Sold GOOG yesterday lol, oh well
Sold GOOG calls early yesterday missed out on over double, now it stings even more
If memory would run my port would look so fucking glorious. Now it’s GOOG absolutely ass blasting my enemies.
Lol i will never buy Puts on GOOG. I m saying TSMC should be the one pumping.
GOOG Calls but now it's kinda late
I mean in this case, why would Anthropic, who owns and operates one of the leading models, lease out their servers while also use renting SpaceX's servers? There is also quite a bit of circular financing going around, so it can get more and more trick in trying to calculate whether the demand is for AI or for cloud (the latter in which MSFT, GOOG, AMAZON, and even NVIDIA are doing business in). And then you have META, with one of the poorest track record for Capex spending, who is now now trying to rent out their hardware. Then you have the question of whether the actual AI consumers be willing to fork out hundreds of thousands of dollars for results that can very from good and acceptable to bad.
Incorrect about GOOG being the best Mag 7, AAPL up 20%
Yeah, that's the HUGE difference. I see a lot of comparisons to other tech IPOs and how it's a great sign that SPCX will surely go 1,000X or whatever, but all other IPOs were a tiny fraction of that valuation. For AAPL, AMZN, NFLX, GOOG/GOOGL, TSLA, NVDA, and META, the IPO valuation adjusted to 2026 dollars ranges from $590M (NFLX) to $143B (META). The SPCX IPO valuation was 12.5X of the highest, META. I'm not saying it's impossible it'll go to the moon (well, OK, that's actually likely in a physical sense), but that's a mighty big lift to get to big multiples.
Nowadays AI-Option Algo funds playing more dangerous game, like pump dump stocks like leverage ETF. Yesterday $IBM crashed 25%, like 1987 Black Monday 22%. Think if $NVDA $MSFT $META $GOOG $TSM $AMZN any one of the big blue crash 25% in a day, how big economy damage? 0DTE scam by Option Algo funds
$IBM CEO probably thought to give preliminary for AI-HW investment news, stock spike, then at real earnings, give strong numbers, stocks skyrocket again to 400 Unfortunately $IBM crashed yesterday 25% by AI-Algo funds meme behavior $MU $NVDA $AVGO $TSM $MSFT $META $AMZN $GOOG all AI adoption going well. Still AI infrastructure need spending by many. If you need to adopt AI, do spending for AI-hardware infrastructure. Nothing wrong, good part $IBM has strong cash flow no debt for AI-HW spending. https://preview.redd.it/a42pecn78hdh1.jpeg?width=374&format=pjpg&auto=webp&s=9cd5769d6db7b63017cd49985c4e7ba5be24eae7
Yesterday $IBM lost 25% market cap, even today red. Look last 6 quarters earnings. In reality, miss was not big. AI-hardware investment nowadays push by all. Even $GOOG $MSFT $META $AMZN all adopting AI, even big spending for AI-infrastructure $IBM never loading debt, FCF remain strong. It’s AI-Options Algo funds chaos. https://preview.redd.it/4iqztdk26hdh1.png?width=793&format=png&auto=webp&s=7683675528b22d702493055d1a9a27a40151c63a
back at 100% gains on $GOOG, wondering if I should just sell it all
I sold about 60% of my AAPL stock about a week ago to dump it into GOOG. Personally I think Apple can't meet demand and has raised prices to take the profits of scalping themselves. But you make much more profit selling $1 baguettes than $20 baguettes.
$IBM its SEC job to punish Algo scammers SEC should possibly looking/investigating which Option Algo funds yesterday manipulated $IBM crash Pure Archegos style pump dump Algo. $MSFT $MeTA $GOOG $AMzN $QQQ $SPY Big tech and big blue going big earnings, global revenue spike
I’m that MSFT $840,000 guy. Pretty happy. Trimmed my position before yesterday. Bought AMZN, GOOG, and META in the extended hours. Up $40k since then. Just buy MAG7 shares (minus Tesla, because fuck Elon)
$IBM market cap now 200 Billion. What a bargain Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI & Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo drama last 2 days Fact check, IBM numbers not bad https://preview.redd.it/d0sikzjtufdh1.png?width=788&format=png&auto=webp&s=de73b982d663586500a82e8e87cd914d34495966
AAPL and GOOG are absolutely in stratosphere but SPY is barely green
Let's be honest, GOOG is like a kid with downs, as soon as you look away something incredibly fucked up is bound to happen.
The Mag 7 strikes back today! Well 5 of them at least. AAPL, AMZN, GOOG, META, MSFT all taking off 📈
$SPY $QQQ $SMH $XLK big ER time There are 12000-20000 target attacks on Iran, market digest and move higher. By strong earnings Few more even 1000 times more , does it make difference to market ? Big earnings drive index high. By $NVDA $MU $META $GOOG $AMZN $MSFT and so on
GOOG = good computer NVDA = bad computer Everything is computer
GOOG will find a way to ruin this.
Great that I got GOOG and NVDA+TSM about 50/50. Seems they very often go opposite 🤔
The idea that AAPL, GOOG, AMZN, MSFT, META could all be up > 3% while QQQ was in a freefall would have been absolute lunacy a couple months ago, and shows how much semis have been over-allocated in that ETF
A lot of this chop seems to be Semis and AAPL/GOOG/MSFT/AMZN taking turns going up or down for the day. Tomorrow Semis will be up and the big 4 down.
$GOOG $MSFT $META $AMZN expanding datacenter infrastructure. $SMH $QQQ All hyper scalers buying components from $NVDA, $MU, $DELL, For AI infrastructures All are going to spike more , red days buying opportunity
My GOOG investment is doing handsomely. Very handsome. Hand me some more, Sundar Peechaaayyyy lmao.
Guess who’s back? Back again. Google’s back. Tell a friend They created a monster, cause retail investors just want to see $GOOGL. They don't want the value plays no more, they want AI growth, it's brutal! Well, if you want Gemini, this is what I'll give ya. A little bit of hype mixed with a green ticker. Some capex that’ll jumpstart my cash flow quicker than a shock when they get shocked by the antitrust fixture. By the DOJ when GOOG’s under the lens during the trial, While the shorts are in denial, claiming GOOG’s losing their style. You mentioned OpenAI? Bitch please. Google’s sitting on billions of users, rocking the search engine keys. So the SEC won't them be, or let GOOG buy cybersecurity plays easily, they try to block the Wiz acquisition, see? But it feels so empty without the G double O G!
**BanBet Won** — /u/Anzel731 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $352.27 → $370.00 | +5.0% | 1d 23h | Won |
s/o to the oracle of Omaha for the GOOG pump
i was brulemon, i had flair. then i was dumb and deleted my account. I been here for years and i upvote. I am buying calls, and I'm bullish on MSFT GOOG AND NVDA. We are strong like bull.
GOOG gives zero fucks today and I'm loving it
GOOG should start charging the US a fee for carrying the whole market
probably not a coincidence mag7 getting some love right before earnings, safest place to be in earnings season typically. probably will run up til GOOG earnings Tues
hold GOOG call through earnings or sell before... what do we think? 8/21 390c
this GOOG pump getting me mad hrny bruv
GOOG is not one to be trifled with today. Got my ass destroyed trying to short the pop. It just keeps going/cured cancer
Let's go, up 8ish %, thanks GOOG
Just keep up these 1%+ days GOOG. That’s all I care about.
Sold my GOOG calls for a 50% loss 2 days ago and they are now up 100% AMA
GOOG to 360+ today who is on the train do not get left behind 🚀🚞
I want to stop losing money lol I did get stuck holding the gold bag from a few months back but even GOOG, RKLB, and a couple of others have been up and down but not good enough to sell so I'm here see/sawing while I keep seeing people making generational wealth. Feels bad man.
Feeling cute. Might short GOOG,
Spoke to soon about GOOG, back down she goes 😔
Ever since GOOG raised their latest round of financing from BRK/A, it’s been stuck at 350. It better have great earnings otherwise Greg Abel will hold the bag.
It will. Sooner than you want when GOOG confirms a partnership, and CPO becomes a bottleneck.
MVP's of the week SK Hynix, NVDA, AVGO, GOOG. Let's hope they dip again for more rips
Then sell GOOG, stripe, databricks, SNDK. BTW SNDK is up 3x since they issued stockn Dilution does negativity impact EPS. Hense the dumps. But is of little concern to me if the overall thesis of the business is unchanged. E.g.are they wildly pivoting or doubling down on a proven metric.
GOOG would've been worth $2.4M - almost double APPL. But yeah, I wasn't paying attention. I used to walk by the Google office in 1997 and wondered what the heck those guys were doing in there.
Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck
I think AI makes it easier to target an audience with specific ads and makes it easier to create different ad formats. META and GOOGL can continue to grow, but RDDT and APP have opportunities to take share of a growing pie if they can prove a higher or at least comparable ROAS at a potentially lower or comparable CPM than GOOG or META. I think the Reddit audience keeps growing, and there are many Reddit users (myself included) that spend a majority of social media time here vs other platforms. That's a new audience for advertisers to get in front of, and my purchase intent is high when I'm searching what Reddit thinks about a product, service, or restaurant I'm looking into. I think the market is focused on the risks (which there are many), and undervaluing the opportunity (including the emerging search business) for RDDT ads. APP provides access to an audience playing these addicting mobile games. Another new audience that spends more time playing mobile games than other media forms. They often have to watch the full-ad, and have put a lot of effort into building Axon so it delivers ROAS outcomes to customers (APP doesn't charge by CPM, their pricing model is based on expected ROAS). APP needs to prove Axon leads to conversions (i.e. sales) for advertisers now that it moved beyond beta testing.
Making more money. But that feels like a cheat to call it an "investing habit". Keeping a shadow portfolio. I track every purchase and sale, but I also make a fictional purchase or sale of a boring index fund like VOO because that's my opportunity cost. (Well, I do it for everything that's not already a boring index fund.) So I bought AMZN in 2020 and it's gone up since then, but less than VOO. So despite being positive, I can tell you I've lost about $5,000 with that trade so far. But that small GOOG purchase back in 2017 has made about $13k more than I'd have gotten with VOO. And I can see in the last two months, GOOG has underperformed, but I can also see that it's mostly giving back overperformance from the three months before that. And I can see that all my "picks" have cost me about a grand in the last month, but made me about 30 grand in the last year. It also makes selling more obvious. Like that stock I bought that's down 5% doesn't seem like such a drag, but that stock is actually down 43% relative to VOO... Yeah, if I see something I want to buy, I know what I'm selling to buy it.
Thank you GOOG for waking up today 🙏
GOOG is going to make me rich
$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today
GOOG gains are stored in the balls
$400k NVDA $210k GOOG $100k AMZN $95k AMZN $12k MSFT 410c 8/21
**BanBet Lost** — /u/abramoam1 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $353.65 → $360.00 | +1.8% | 1d | Lost |
It depends on what you're looking for: METAs product quality has considerably diminished, they're users are aging and consuming social media less... The next generation are not using META platforms much. They are overrun with bots which are inflating the numbers. Consumer demand is weakening, they don't seem to have an enterprise engine like MSFT, GOOG, they don't seem to have as many growth engines as AMZN.... If you're investing for short term, the generate a lot of money on advertising today, they certainly have some appeal. Particularly a couple weeks ago at $550, that upside is a lot smaller now. Does their pivot into more data centers make them more appealing? Yea... Does it make them more appealing than their peers? Maybe, maybe not... What does META look like on 5-10 years, that is the gamble.
all stocks holding its breath while GOOG goes up
SEC should look at Algo funds, how they use option gambling to damage big company stocks. Like $IBM $MSFT $META $MU $NVDA $AMZN $GOOG etc Look how Option gambling scam funds move $IBM stock, like leverage ETF. Too many bankers use Options Algo to scam companies.
the one day that GOOG doesn't completely shit the bed on open
GOOG is a hyperscaler and key in semi capex
if GOOG doesnt hit 390 by 8/21, im taking one of yalls cheeks, so start pumping that shit now
oh for fucks sake, apparently GOOG has now caught the MSFT "inverse the market" virus my calls are cooked
GOOG with the limpest dick performance, just fuckin send it back to 340
These companies are still in buildout phase and haven't gotten all their datacenters contracted yet. Go look at APLD when they got CRWV and WULF when they got GOOG contracts. The stock 2-3x that day. I got APLD at 6$ before contracts hit. Sold APLD at 50$ and now I am in HIVE and KEEL as they have not signed their first tenants yet.
What's going in with GOOG? Strange price action yesterday, dump into close and down today?
GOOG this is your last chance to pump before I have to step in and do something about it
imagine if MSFT or GOOG pulled an IBM
GOOG trying to take MSFT throne as the worst stock of sl time ffs
$ORCL also can rent datacenter to Anthropic and $GOOG soon, to diversify from OpenAI, not bad idea, all doing same , recently $META did
so why is GOOG/GOOGL dropping like a stone a week before earnings? so fucking weird
Short GOOG both days though
GOOG dying on semis + not software day and on software + not semis day. Make it make sense.
nah it was GOOG when they diluted for 80b
$1000 in NVDA, $1000 in MU, $1000 in MSFT, $1000 in IBM, $1000 in META, $1000 in GOOG, $1000 in BTC - high risk high reward. Investing in a single stock is stupid.
$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.
You should have done this last month, you probably need to read the room a little better. AMZN, GOOG, MSFT are not semiconductor exposure Semiconductors are cyclical, you trim them on the way up, not the way down Dividend stocks and defensives will not save you in a correction/meltdown, neither will the Mag 7. A company surviving does not mean their stock price will If you move to cash, you need to become highly educated on market technicals and indicators to time your reentry with a decent probability of being right. Not everybody can do this. If you can't, S&P500 and just let yourself lose money and accept it, still better than owning single company stocks.
You are spot on with the correlation nonsense. It’s fundamentally illogical that just because memory prices go up, names like MSFT, META, and GOOG should go down. Or the inverse. The fundamentals for these companies haven’t changed and in many cases have gotten stronger. My theory is that algorithmic trading has gotten out of hand
GOOG has an entire functional copy of RDDT inside itself, as revealed by the ability to Gemini any reddit handle and get a full summary of the accounts comment and post activity even when history is set to hidden. GOOG is like the Majin Buu of tech companies, except instead of absorbing all of the other companies powers by force, they voluntarily donate them to it
brutal GOOG dump after holding up well most of the day. lot of games being played
Cheap GOOG calls for earnings cmom les go
loading up on MU MRVL GOOG MSFT and SGOV
OP asked “which would you buy”… I said which one I bought But for fun, I’ll answer a few of your other questions Who I am - doesn’t matter What’s my experience - been investing since 2009 What’s my knowledge - also doesn’t matter… I fix surgical robots for work What’s my portfolio look like - literally… why does any of this matter… I own CLOV, RKLB, QQQ, VTI, TSLA, and GOOG How many years have I been investing - 17 years… also why does this matter? What’s my salary - $75,000 base with OT… also why tf does this matter?
Will GOOG geniuenly see a green day ever again? Cast your votes 👇🏽
GOOG chart today looks like an EKG
Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.
Somebody needs GOOG at 355.5 today!
Seems like money is going from chips back into > big tech. AMZN showing the same pattern, same with GOOG, but that one hasn't really confirmed. META already had a recovery pump, idk why.
GOOG price action looks really odd today...