Reddit Posts
Anthropic to publicly file for IPO as early as Friday
30K to invest - Oct 19 Market open
Not invited to Anthropic's $2T investor day? Me neither.
To the person going all in on Alphabet (GOOG)
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
Your AI analysis is just astrology for tech bro
Short $GOOG, Mapquest is beating Google Maps.
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
Two ways to buy Anthropic before the IPO (while paying 50% less)
My Earnings IV crush story on MSFT and sharing October data
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?
Mentions
GOOG is now 0% gain YTD… WTF. 🤨
i actually dont like GOOG long term, its really popular in reddit, 95% of revenue from ads is spooky
GOOG below $320 is absurd.
And what do you think they tell you? The bottom? GOOG is at 320 now.
GOOG and GOOGL do not generally trade at the exact same price, they are different classes of shares with different voting rights (GOOGL gets votes, GOOG doesn't), so they generally have a very slightly different price. That UI is doing a simplistic calculation for each by taking the known total shares and multiplying it by either GOOG or GOOGL's share price. But that's a misrepresentation in both cases because some of the total shares are GOOG, and some are GOOGL. You would need to get the exact share count of each class then multiply by that class' share price, then sum them together. In short, it's somewhere between the two shown. I don't know the exact ratio of each class off-hand and too lazy to look it up because who actually cares.
#Investors are selling expensive tech stocks like NVDA (PE = 20), GOOG (PE = 23), and META (PE = 22) to buy safe value plays like Costco (PE = 50), Walmart (PE = 48) and Waste Management (PE = 34) LMAO🤌🍁
Are GOOG earnings gonna print? 🤔
So they can keep voting power. Class C stock or GOOG has no voting rights
Shit it did for me back when Google DIDNT HATE ME F U GOOG!
PG has actual products. Tangible goods. GOOG is an advertising company.
Memory trade is not over! I refuse to believe this already peak memory. So many fuckin bears out in the streets rn. We are in the early stages of memory/ data needs!!! If you believe in anything that got SPY/QQQ to this level then fundamentally you gotta believe memory is NOT cyclical. This game has changed. If you’re a doomer, you should brace yourself for a 50% drawdown in SPY. Also just fyi the PE of fucking Procter a gamble is THE SAME AS GOOG?!?!? WTF
Yes, this is the disconnect. The new batch of models like Fable, Astra and especially Opus 5.5 are absolutely amazing, unlocking so many new capabilities. Where we are now is already mind blowing, but we know that the frontier labs already have far better models internally (like Bel). This will disrupt almost every business in the world (and if you don't get disrupted you'll simply go out of business). I just don't see demand for AI and semis go down anytime soon. This is just way to powerful. As Dario said "country of geniuses in a datacenter". We've seen this already play out with Navier-Stokes. And we'll see more results soon in practical areas like physics and biotech. Also the security angle - yes, AI is and will be used by nefarious actors to hack whatever they can (we just saw it with what some call Black October). The thing is that the only defense will be your own AI watching all activity at all times and be ready to act, autonomously, as soon as an attack is detected. I think this is a classic shakeout. I've got about a million riding in AI-adjacent stocks (mostly semis and GOOG). I bought some more SMH earlier this week, yeah, I wish I waited a bit, but in any case I remain bullish. I've still got almost half a mil in defensive equities like SGOV and BRK.B, thinking about trimming that to double down and go into more AI with that as well....or maybe not...
It’s earnings time. All semi & big tech give big earnings. Last $MU earnings reported $52 Billion One $NVDA GPU need 8 HBM from $MU Why people use Neo Cloud? Because big cloud players $AMZN $MSFT $GOOG their capacity is full AI technology is not Neo cloud, AI not go away $SPY $QQQ
u/shiny0metal0ass honestly, not sure, but GOOG can offer lower yields on corporate bonds because they have good cash flow
u/shiny0metal0ass doesnt that mean GOOG is less risky than ORCL?
GOOG is basically 0% gain YTD. WHAT THE FUCK. 😡
I bought more GOOG and META at close
I have no idea what you’re saying but if GOOG is 336 tomorrow I’ll freak tf out
What's my bench press? GOOG
I told my mom to buy AAPL 3 months ago. I bought GOOG
> It seems like this is similar to GOOGL and GOOG I sold every GOOG share and immediately bought GOOGL. I'm very annoyed that GOOGL shareholders keep propping up GOOG with buybacks, but eventually people will realize that voting rights matter. If the US eventually gets a wealth tax, propping up these collectable stock certificates will eventually become unsustainable.
I bought 20k of GOOG at 355
$GOOG looking juicy now, one of only a few logical long term winners in the Ai race.
Bought the GOOG dip or so i thot
Bought GOOG and MSFT and they instantly dropped. Lol
GOOG and META race to the bottom eh
GOOG is such unbelievable dogshit
Lmao why now GOOG? Just randomly decide to drop
The debt has already been placed lol, AMZN GOOG NVDA already raised capital to spend. Ship has sailed for over $1T in money
I sold all my GOOG and bought GOOGL when they did this. Meta might be the company that breaks the illusion that voting doesn’t matter. If these CEOs keep doing this when CA passes an annual wealth tax, they will diverge significantly, and I seriously doubt it will be sustainable.
Hmm buy GOOG before or after earnings
Gamma hedging on GOOG turns more positive after Friday expiration so we’ll see if it bounces next week. GOOG and META both deep in negative gamma territory
Where is the retard that bough GOOG 340C expiring this week. this dip is on you
GOOG has lost less than most other large cap tech stocks. This is a sign.
it's always tomorrow over at GOOG
Such a good time to buy GOOG, down in the dumps before earnings. I envy those with liquidity RN
I wish I would have bought GOOG at this price instead of 355
I have lost almost 9% of my 20k GOOG stake
need a lil GOOG META AVGO pump mayne
I'm calling Shenanigans. Just loading up on QQQ Calls, GOOG, BE, and META
GOOG PE in the teens. For real?
Will buy GOOG and META here , buying opportunity don’t come easy
Looking like GOOG is gonna react like META on earnings report
No money to buy GOOG dip is this a bait
GOOG been getting merked for 2 weeks now
I think GOOG around $300 would be a good place to start a position.
Why is GOOG dumping. I thought the narrative was Gemini 4.0 being amazing and Youtube eating up NFLX viewer watchtime.
GOOG search economics are structurally weakening, cloud profitability disappointing, and regulatory antitrust headaches along with no FCF and massive capex makes this an absolute dog of a stock. Going back to the 200s
GOOG is giving me hemorrhoids
I sold 100 shares of GOOG for a $6 profit yesterday. Looks like I’m a winner. 😂😂
Another day another 2% discount on GOOG!
Might as well buy index fund instead that gives 15% yearly on avg. than GOOG at 3% lol.
I used to buy GOOG. I still do, but I used to too.
Crazy GOOG is only 3% gain YTD. lol 💀
Berkshire is bag holding GOOG. They’re no better than us.
No one gets free money. As soon as the class C shares list the class A will drop. Google is probably the closest comparison, they have GOOGL and GOOG, which trade nearly the same with about a 1% difference. All shareholders will get class C shares, not just Zuckerberg, so this doesn’t change anyone’s percentage holdings.
Ever since I bought $GOOG $GOOGL calls, it has been dumping every single day. While other BAG7’s recover.
GOOG under $500 is a steal mmw
wsb daily top 10 (past 24h, covers wednesday's session): 1. META \~212, with 23 bull, 21 bear and 168 unclear 2. TSLA \~117, with 23 bull, 17 bear and 77 unclear 3. IBM \~69, with 7 bull, 2 bear and 60 unclear 4. SPY \~57, with 10 bull, 7 bear and 40 unclear 5. LRCX \~42, with 7 bull, 7 bear and 28 unclear 6. MU \~34, with 5 bull, 4 bear and 25 unclear 7. GOOGL \~30, with 12 bull, 1 bear and 17 unclear 8. QQQ \~26, with 3 bull, 3 bear and 20 unclear 9. GOOG \~26, with 6 bull, 2 bear and 18 unclear 10. NBIS \~22, with 4 bull, 1 bear and 17 unclear earnings day took over: meta jumped to #1, and ibm and lrcx are new on the list. googl and goog are both alphabet, so together they come to \~56, and that's the most bullish-leaning name. next up is asts at \~20. today's sample is thin. it's 151 posts and about 7.8k comments, versus about 19k yesterday. the archive I use is nearly empty for about 9pm to midnight and around 2am hkt, which covers the us morning and part of the afternoon, and reddit itself blocked direct reads. that means chatter during the trading day is undercounted, and after-hours earnings talk about tsla, ibm and lrcx probably counts for more than it should. megathreads: moves oct 22 had \~4.5k comments, the oct 21 daily discussion \~1.4k, and weekly earnings \~53.
Voting rights always mattered. The real reason GOOG traded at a premium was because of stock buybacks, which added buyside pressure. Google only bought back GOOG, never GOOGL. They stopped buy backs recently, and the voting rights premium was immidiately observed.
I see nothing but NBIS and GOOG bags
Thought GOOG leaps would be the safe hold in my portfolio boy was I wrong 🤡
It's similar to Google in 2014. GOOGL represents Class A shares, and GOOG represents class C shares which don't have voting rights.
GOOG wouldn’t even make the top 20
50% of GOOG gains came after Buffet bought at 265. Then the chase was on. Now look at it
This is a sign i should buy GOOG leaps for 30% cheaper
Shares of GOOG at $329? Sorry besides the fact it's your full port, I don't even consider that a yolo. You're good unless you need to sell like next week.
Why is GOOG so mean to me
Pretty daring. In the right track. Hard to say when the train will come but most likely it will come. Thank you for your vote of confidence because GOOG is my top position for years.
Someone's port this year has been majority AVGO/GOOG/RDDT and they are entirely neutral on this market
You want tickers. GOOG buy around $310-320 AVGO $320 or below, might even go lower. NBIS start buying around $140. AMZN would wait for $235-240. AMD between $460-500 range. META, MSFT, TSLA, PLTR not very high upside at this prices either.
Why the hell would holding GOOG shares give you anxiety? This is the easiest bet ever, easy 400+ play in ‘27. What the fuck are you on about?
Be cool if tomorrow rotation outta META and into GOOG
Picked up 100 shares of GOOG I’m taking you regards down with me
When will daddy $GOOGL $GOOG go back up?
Memory is fucked The rise of FAG7 is cumming again Except for piece of shit $GOOG $GOOGL because I hold calls in it
How the fuck is GOOGL GOOG the only FAG7 that’s still red??????
If the consumer economy goes to shit, META and GOOG go to shit too ig. Ad revenue is worthless if no-one is buying stuff.
Ever since I sold AAPL, it has hit ATHs and survived the dumps. Ever since I bought GOOGL GOOG, it has been having consecutive red days and I am down -$20k on my calls.
I sold GOOG at $165 at loss I have been suffering from several depression since that day
I remember that too, it went on for a couple years if I remember right. I thought it was nuts that anyone would pay a premium for non-voting. My understanding of it though is that Google was buying back from their GOOG shares primarily during that time
GOOG traded at a premium because you had so many people saying the voting rights don’t matter even though it makes no sense to pay more to give up voting rights. I remember paying 5 dollars a share less for GOOGL now its 5 bucks more 😂
Its not too uncommon. That is the difference between GOOG and GOOGL. There are also Class B that dont trade publicly that have 10 votes per share. (Same is true for Google, they have class B at 10 votes too that dont trade publicly) It is a clever way to dilute to raise money but not dilute voting rights. I dont think the market cares that much, otherwise GOOGL would trade at a higher premium than 1.1% over GOOG Hell, for a long time GOOG traded at a premium to GOOGL for some strange reason
Voting rights are unchanged. It seems like this is similar to GOOGL and GOOG. They want the option to dilute in the future without without diluting voting rights.
GOOG: please let me have a green day Market: no
GOOG’s time will come. Rest assured. ……………………….. when I finally sell in frustration.
NBIS or GOOG? Nov 20th
Might trim AMZN to enter GOOG
I’m from the future, congrats to all GOOG dip buyers as usual.