Reddit Posts
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
Who should replace Tesla as the newest member of the “Mag 7?”
Who’s ready to burn their life savings this week
Leaked Google emails & Strategy ($GOOG)
My first time with options. Can someone provide a bit of guidance?
Anyone get frustration with themselves not buy more Magnificent 7 ?
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
AIGC market brings important development opportunities, artificial intelligence technology has been developing
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What are your preferred tools and methodologies for conducting thorough and comprehensive due diligence on stocks and markets?
What Company Do You Think Is Least Likely to be Doing “Insider Trading”?
Google - The AI Juggernaut Poised to Explode
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
$151,880 Total Gains and only 2 losing trades in 2023
Google likely to layoff 30,000 employees post new AI innovation
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
To option or not to option, that is the question
$GOOG: Google DeepMind used a large language model to solve a previously unsolvable math problem
MFW I have OTM $GOOG calls and realize it's been trading in a 10% band for the last 6 months
Why is GOOG forward P/E so low and so much cheaper than the other FAANG?
Why Magnificent Seven stocks aren't really participating in the rally?
Alphabet $GOOG(L) shares up 6% following announcement of new Gemini AI model
$GOOG Releases Gemini as Answer to GPT 4 - Will this Shift the AI Race?
Please don't flame me. What is your take on $CRSR - Corsair Gaming?
Daylight robbery .Options losing half their value during the weekend
ChatGPT preys at Google $GOOG, $GOOGL search's dominance
Will TMUS VZ or T buyout LUMN or will private money?
Amazon Earnings: The Boomer Play that Could Print 🚀💰
Anyone ever notice these sites that list results "ahead" of earnings? Like GOOG, it throws me off.
QQQ is gonna tank -25% next week and we will crash into a depression. Nothing matters when 10-Yr yield is headed to 10% and we're gonna be in a stagflationary hell for the next decade.
IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,
Any recommendations on nicely written and easy to consume company 10k
Most tech companies rapidly develop a new era of intelligent man-machine
WiMi Hologram Cloud（WIMI）develops its AIGC technical layout chasing the GPT-5 era
Building a value portfolio with no dividends for tax reasons
If you aren’t selling puts, or using the wheel strategy, you are missing out!
WiMi Hologram Cloud (WIMI) to speed up the creation of the AI ecosystem
Jim Cramer says the $GOOG $NVDA are going to the moon
Global trend of AIGC, WIMI Hologram Cloud（WIMI) to promote the cloud computing and AI industry
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
Should I cut my losses, drop the bag, and move on to something else?
Number of Alphabet shares outstanding last years
WiMi Hologram Cloud(WIMI) Developed Its AI Smart Office With 3D Collaborative Office
Mentions
Honestly one thing i dont see here mentioned is companies like Meta, MSFT, AMZN, GOOG going from very low capex to high capex businesses and all their free cash flow going into capex rather than buy back like the previous years. That is going to affect how they are valued. I am personally bearish on Mag 7
The boomer company GOOG isn't gonna save your port. If the dollar rises, we can count on a shit show regardless.
Another K on GOOG before earnings report
GOOG earnings play this week, which way it's going. Going to YOLO THIS ONE
I like your style. Maybe after GOOG reports.
They tried, but they weren’t willing to sacrifice years of earnings in the race. They can pay GOOG $1bn a year instead.
Tech. GOOG is gonna run and has a chance to take the crown. Despite the turbulence last week, it was all blowout earnings
Got GOOG Leaps on Friday on the dip and also MRVL leaps on the hopes that this acquisiton of Celestial AI will give some positive momentum to the stock Both Leaps a bit ITM and expiring on January 2027
AAPL used to be the stock to be in when the market is crashing. Seems like it'd always crash way less than everybody else. Now, maybe it will be GOOG
Calls on GOOG at about 12:45pm. Sell them Wednesday 330pm.
I’m going to spell it out for you one more time: This week is GOOG/AMZN earnings, and after last weeks blowout earnings by all the other big caps and downstream AI beneficiaries, the speculation is still rife on these 2 giants. GOOG also has a very realistic shot of taking the #1 valuation company in the world. 🥭 also needs his “SPX closes above 7000” headlines more than ever. If you think the market is going to sit this week out without any real downside catalyst then you’re in the wrong game.
Because GOOG is overvalued at the current levels.
Yeah, that's my takeaway here as well (just GOOG for me).
Why buy MSFT when you can just buy GOOG
It would very much depend on my financial position and investment goals. If I was looking to multiply it and willing to gamble CRDOF trades for about 1X FCF. Insane number. If I was looking for a mega cap 2 year hold probably GOOG.
I still hold quite a bit of GOOG. Might sell some of it and diversify into ETFs.
Yet $GOOG has been invested for a while now. You really ought to do some research.
2/6…we will know if $GOOG is still holding their position ;)
Pretty much. I’m locked and loaded! 11/7/25 $GOOG 13F-HR * [https://www.sec.gov/Archives/edgar/data/1652044/000165204425000096/xslForm13F\_X02/information\_table.xml](https://www.sec.gov/Archives/edgar/data/1652044/000165204425000096/xslForm13F_X02/information_table.xml) Notice something? $GOOG reports 2/4/26, so either they dumped their position and this is the response... or you know ;) https://preview.redd.it/5m6kejq8gwgg1.jpeg?width=1244&format=pjpg&auto=webp&s=0dec1d56f65fe77e82242c04d07831df2bbd2831
If you like free money then you buy calls on GOOG at open and sell at 330 Wednesday
Don’t do it. Look for pullbacks in GOOG and AMZN and then make your investments there.
PLTR, GOOG, RDDT calls
PLTR - calls AMD - puts UBER - puts GOOG - variable
Is GOOG call gonna print? My regards ass bought msft calls and failed.
I am actually surprised to see 4 out of the mag 7 stocks had actually underperformed the S&P 500 in the past 5 years Long live GOOG!
I sold PLTR at $12 I sold Hood at $26 I sold ASTS at $26 I sold OKLO at $20 Sold meta at $100 Sold GOOG at $165 and Bought MSFT at all time high i'm something of a fuking idiot myself
lol there is no chance GOOG takes a hit anything like msft did
Lmk before you buy back into GOOG so I can sell.
If you think GOOG is a bad buy because of this model, you know nothing about the market.
Microsoft its underperforming because im holding, but once i sell it will go back to all time high I sold GOOG at $165 and look at the price now
TBH it all feels cyclical at this point amongst the circle jerk of a few companies, Mag 7 or maybe 10. We might hear on Monday that OpenAI has a breakthrough over Gemini or Nvidia has a crazy new sth and suddenly everything changes. MSFT and NVDA rockets while GOOG tanks. It’s all about the next big news at this point, no earnings, no future guidance, nothing matters.
Daddy Buffet saved GOOG falks
Dude we have GOOG and AMZN earnings this week, and GOOG has a very realistic chance of taking the number one highest valued company in the world and you think people are just gonna all “nah let’s sit this one out.” Get a grip.
Probably holds GOOG shares. Alpha bets for alpha mofos.
Should be Waymo than that. Time to buy Waymo GOOG
GOOGL/GOOG will be worth waymo in the future.
Probably should have. GOOG earnings this week and it’ll run to $360 at least
FSD and Waymos self drive are on two realities. If I could buy only one stock between them, GOOG is a no brainer.
1.5% is a regular day swing on QQQ. You’ll be fine, GOOG fomo will begin Monday
It’s like you guys forgot we actually went above 700 this week, if only for a few hours. Apple and meta had blowout earnings, and so did the downstream AI companies. The only speculative big tech left is GOOG and AMZN, both of which have earnings this week. I fully expect SPY 720 by Wednesday close, and if GOOG smashes it, it has a very real chance of being the highest valued company on the market. If you think they’re gonna sit this one out because of some dogshit crypto, dollar value, or Iran you’re wildly mistaken.
As long as they are associated with openAI anything is possible. Especially now that GOOG has seen as the winner so far.
Buy long time holds that have good balance sheets. I own AAPL, NVDA, AMAT, AMD, PANW, GOOG & AMZN. I don't intend to sell anytime soon, I hardly ever look anymore to see how they're doing, unless something traumatic is triggering a downtrend overall in a broad based market. Then I will decide if I want to increase positions in any of them.
I suppose my question and the bigger picture perspective that I'm grappling with has nothing to do with the minute of training models vs inference in models and which chips are used. The bigger picture perspective is this: LLMs are just a commodity. Another version of deepseek will come along eventually that hits a price/performance point that people find is preferable to pay for compared to paying for Claude/gpt/Gemini. The race to the bottom is a real problem, because with multiple players in the sector, eventually someone will disrupt with a low cost model that is preferable for most customers. Back to Microsoft: how much of their investments in data centers are being funded directly by open AI? Initially MSFT invested heavily in open AI, but about 2 years ago nadella and Altman's relationship started to sour. MSFT did help with a second funding round, but turned off commitments for future investments. This was when altman began to shop around for other investors to fund them. So my question from the 10,000 foot view perspective is how much of MSFT future revenue seen as liabilities is committed to come from open AI, which still does not have revenue and is likely to lose its most in the next 2 years? Everyone is focused on the circular funding relationships of the various companies involved. I am less worried about the circular relationships for the companies that have real tangible revenue (MSFT, NVDA, GOOG, AMZN etc) but I am worried about the companies that are heavily exposed to revenue and financial agreements from companies that don't have any revenue (open AI) even Claude/anthropic is projected to have stronger revenue growth than open AI if you compare both companies and also include projections for operational expenses and capex in your calculations. So yeah: how exposed is MSFT to open AI for future liabilities and future revenue? Their other clients will be able to foot the bill, but open AI is the one that might not be able to pay up.
the world’s elite are gonna be shelling out tons of money and favors to bury these epstein files. calls on GOOG
Calls it is. Thanks. My call options: $TSLA $MSFT $RKLB $GOOG
Short term for me it looks like this: Ticker: GOOG Potential entry: $332.66, $336.00, $336.45, $337.53 Potential take profit: $339.42, $340.02, $342.00, $343.10, $344.00, $346.28
$GOOG I like this one, maybe you will too?
I Think everything will Tank inc. GOOG (broadmarket QQQ Dump) Apple could be just Sideways lol.
I wouldn't want to own EAT, occasionally have owned PM. It's more an illustration that the returns for *some* of these names have become a little less compelling over the last half decade (which includes the 2022 downturn but also the tail end of the 2020/21 bubble.) Microsoft is up 85% over the last 5 years. If you bought at the bottom in 2022 somewhat better at 95% but if you look around, can you find relatively boring names (look at something like MCK over the last 5 years; beautiful chart) where you could have had a better return with less volatility over either of those time frames? AAPL similar. AMZN has done better off the low - because it tanked harder in 2022 - but over the last 5 years the return is ... not great (although not helped by Bezos continually dumping into increases for a while.) GOOG has done well, META has done reasonably well. NVDA has obviously been the biggest beneficiary. None of these are bad companies, certainly. But I think that they've worked so well for so long that it seems like people have gotten to the point of habitually buying *all* of them without question and some of them have been lesser performers than others over the last half decade. IMO, too many people "collect 'em all" rather than focus on their best one or two ideas in the group. There's also been increasingly less discussion on Reddit of tech beyond Mag 7. Memory has been a giant theme. Years ago there would have been *tons* of talk about something like SNDK or MU. There's not really been much at all - a bit more lately but only after so much of the move has happened. I see little if any talk about what's going on in optics names. As someone who's been on Reddit for 10+ years, the variety of names talked about has shrunk considerably down to a lot of "the kind of things I'd hear about if I turned on CNBC" + a handful of selected reddit speculative names. There's also the question of whether the spending on the increasingly sizable fleet of data centers will ever end or even materially slow. When you look around over the last 5 years, the biggest beneficiaries have largely been where the money is being spent (FIX, STRL prime examples), not who's spending. If that is going to continue, maybe focus a bit less on Mag 7 (best couple of ideas rather than buying all of them) and more elsewhere? That's all.
Amd, GOOG, amzn, rddt All report next week One or two of these will moon, which one though?
Reminder GOOG and AMZN earnings next week so pick up shares monday
I’ve held and DCA into NVDA GOOG AMZN APPL TSM for the past 3 years (Feb 23) and been pretty happy with my choices. I understand the risk but these are products I use everyday and I’m pretty good at emotionally detaching myself from certain investments that I truly believe. The saying time in the market beats timing the market has worked for me.
Sometimes strategies can be extremely simple, depends on whether you can stomach the risk..for example, if you hold only tandem of NVDA and AVGO (50% each) or just GOOG and AMZN in 2026, I bet you will beat the broad market
PLTR -7% AMD + 5% NVO + 3% AMZN +3% SMCI +8% GOOG +2% NSAP -6% RDDT + 41% (and its not because I'am bagholder)
PLTR -7% AMD + 5% NVO + 3% AMZN +3% SMCI +8% GOOG +2% NSAP -6% RDDT + 41% (and its not because I'am bagholder)
PLTR AMD GOOG the rest dont matter
GOOG a fkn champ keeping up the fight.
future is heavily tied to openai & copilot, and neither seem to be doing great vs market competitors Anthropic is making huge moves in particular. At least AMZN & GOOG own parts of it.
Weekly options im considering in order of likelyhood to hit in my opinion: Spx 6990 calls Rklb 84 calls MU 450 calls GOOG 345 calls Amzn 260 calls Slv 65 put
So metaverse is over but now we have project genie? Top is in for GOOG
The interesting thing is that Google isn’t in on the circlejerk at all. They make their own chips. Have their own frontier model (arguably more advanced than any other lab). And a real case for it improving their existing revenue generating products even if chatbots themselves aren’t profitable —- ie solidifying search moat via AIOverviews IF Google can surpass Nvidia, and is the #1 company when Nvidia / OpenAI circle jerk pops, maybe the whole market doesn’t blow up But if Nvidia is number 1 and pops, it’ll be bad for everyone. Google included Anyway. I’m all in GOOG baby 🚀 I liquidated my portfolio and bet it all on g in December 2024 when Gemini 1206 and VEO2 came out. They were severely discounted due to “AI risk” but with those it was clear they were at the bleeding edge, and from there, the TPU compute advantage just seems like a real moat. From first principles. I don’t see how anyone can catch up unless Google fumbles hard or something truly crazy happens like China seizing TSM
GOOG is the only stock I feel comfortable holding
SPY hit ATH in June. If you didn’t buy then, you’ve missed out on a 13% return in seven months. GOOG hit ATH in October. If you didn’t buy then, you’ve missed out on a 30% return in three months.
GOOG was made for this AI moment. I can’t think of any company that makes better or more useful software. 100% in baby
GOOG just chilling by itself at 0% the whole day LMAO
AMD GOOG IREN I will play GOOG for sure, but are any other ones worth looking at?
Market Makers creating liquidity for GOOG next week 👈😎
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - MISSED #TSLA - MISSED #GOOG - #META - BEAT #LMAO🤌
GOOG calls ahead of earnings?
GOOG(L) is gonna fucking rip when the market stops convulsing. Ma boys wicked strong
Back in December 2024, this subreddit tried to tell me Samsung was a dud/value trap and to invest in Google instead Samsung: +200% GOOG: +74%
Why? They are both for boomers. Buy NVDA or GOOG
Calls on GOOG for earnings. Yolo.
As a younger fellow myself (21M), I’d put half in an index ETF (QQQM/VOO) and the other half into a few medium/large cap companies that YOU see a long-term future for. Do research, finds out what sets them apart from competitors and invest even if prices are high. The great thing about investing young is you have more time for things to change than anyone else. I’m in heavy in AMZN, VRT, POET, ASML, GOOG.
GOOG and AMZN have been way too quiet lately
Have AAPL and SOFI puts today, along side GOOG calls... I'm gonna get fucking obliterated today
Again, I don't have all the info to SK. That said, the PE does look interesting. My next question is whether SK's EPS is also approaching a profit margin of 50% like MU? That's where the P/E expansion is warranted imo. I chose to add way more MU shares over SNDK in December because MU guided their numbers towards a 50% profit margin, and the only comparison to that right now is NVDA where it is at 56%. AAPL's net profit margin is 26%, MSFT is at 35%, and GOOG at 28%. MU's profit margin was at 20% in its May 2025 quarter and its last report showed profit margin at 38% with guidance for current quarter now expected to be 50%.
I hate that I sold my SNDK at $515 but profit is profit I guess. Going all in on GOOG today.
I am up 92% on GOOG, 100% when?
Weird to think that now GOOG is the overpriced one with a PE ratio of 34 and MSFT is the underpriced with a PE ratio of 26. The two companies swapped.
All on black at casino, double it, then all in GOOG
We bullish on GOOG?
MSFT at 26 PE... I don't think it has ever been that low in years... GOOG now looks like the expensive one
Just saying, fact is any of the big corps who recently bought an Israeli company the stock is over 100% higher since. GOOG And Nvidia bought a couple 2 years ago.
AH TSLA +2%. Yeah!! I will be extremely happy if that worked out, meaning my two biggest holdings GOOG and TSLA will all have exposure to SpaceX
NVDA or GOOG would like a word lol