GOOG

thenuttyhazlenut

I'm surprised GOOG isn't flying with BRK buying so much more

mneymaker

GOOG double bottom formed. Now let's rock to 350s

JonTargaryenOfficial

Pump you stupid GOOG

wrongsyourgrammar

GOOG, can you fucking not?

DarkR124

INDI is the little semi that could. Almost 40% this week. 287% on calls. Almost makes up for GOOG taking a deuce on my calls.

spicykimchi_inmybutt

worst mistake was selling DRAM to buy GOOG because I thought it would be more stable

No-Improvement3164

Glad I sold GOOG at 349 this morning. Buffet effects wore off.

spicykimchi_inmybutt

GOOG starting to cliff dive

SignificantRip8239

lmao I had to sell my META calls today at -40% loss (fck you z\*ck). now GOOG doing a V and my puts slaughtered who is this marketmaker that is after me and inversing me at all costs?

spicykimchi_inmybutt

I guess it’s another day for GOOG to be red

Namtabmal

META trading below 200 SMA. Gonna start DCA at this point. Looking at GOOG as well. Very close as well

SteakEater137

Market does realize if this whole AI thing doesnt pan out for GOOG, MSFT, META, OpenAI, etc in terms of profitability, that all their data center buildout budget will also dry up, right? Theyre not mutually exclusive lmao but meanwhile they constantly inverse each other.

Cautious_Panic_4167

i wanna fullport GOOG so bad 🫪

powerboner

Yo GOOG this better be a real V you fucking stagnent cunt

qaswexort

GOOG :screech:

SteakEater137

My favorite part of this euphoric AI bull market is how it only actually applies to data centers being built. Market doesnt give a flying fuck about the alleged benefits for companies actually, you know, could use AI...and AI has now apparently turned into a liability for providers like META, GOOG, MSFT, etc, despite them being the ones paying the bills for the data centers, so they need to be successful for any of this to be worthwhile.

Bitter_griffin-24

Being edged by GOOG

jetpilot6969

GOOG do be lookin juicy at 339

The_Albertino

Holding AMZN and GOOG calls through the selloff, this is insane

SangerGRBY

Im surprised GOOG dumps even after Berkshire bought into it. Is BRK dead?

powerboner

GOOG and META pegging my tight little port 🥺

_BreakingGood_

GOOG's entire AI team quit and joined anthropic, the stock is going to shit

Brigantius

I hold in euros and my GOOG average has gone from 347 to 351 because dollar keeps weakening.

wrongsyourgrammar

Wtf GOOG, you're going the wrong way!

Bitter_griffin-24

Ffs GOOG

GonnaWinSoMuch7

Where are all the responsible investors who wanted to full port into memory but bought MSFT or GOOG instead 😂

SignificantRip8239

# Due to the massive losses I have incurred, I kindly ask that GOOG, META and MSFT be delisted. THANK YOU

SignificantRip8239

I've lost like 15k on GOOG lol. lesson learned

SignificantRip8239

good news: i sold my NVDA option for 50% profit (few hundred bucks) bad news: i lost lost 15k on GOOG (97%) how can i frame this positively to my spouse and children?

suizman

Who bought GOOG today and it’s shitting the bed no? 👉🤡👈

TradingButT

EVERYTHING OTHER GREEN just not bitch ass GOOG

Bitter_griffin-24

GOOG becoming the new MSFT

powerboner

Genuinely what the fuck is GOOG doing

Bitter_griffin-24

Felt confident about my AVGO and GOOG 28/8 calls, then see others regards here did the exact same thing…. Might sell at a 3% gain

Imaginary-Lake28

MFST down META down GOOG down AMZN down Sandisk +8% Another day, another hyperscaler decline, due to ridiculous CAPEX ridiculous DRAM price gouging. What a bunch of incompetent idiots.

TopDesigner6211

SPY GOOG AAPL...sigh...why do I even bother?

TradingButT

Red GOOG dig again Bitches

rygypi

Bought a bunch of GOOG while it was down. Hell yeah

TradingButT

GOOG you lil bitch

powerboner

Why the literal fuck did I buy GOOG holy shit I’m retarded

sunsetmenu

GOOG being embarassing per usual. Red days = red, green days = red

wrongsyourgrammar

Let's fucking move GOOG jesus

OsmanthusWineEnjoyer

Just opened the charts. GOOG down? Everything is alright with the world

Namtabmal

GOOG is absolute trash holy shit how many days can you be red

Late-Cow-6607

LOL at GOOG. Lmao even !banbet GOOG -3% 4d

New_Ad_1682

It's down .17% What is with this sub and GOOG lately?

KarlLachsfeld

Not even Berkshire can save GOOG Utter shitstock.

Affectionate_Fly7659

What the GOOG?!

powerboner

I fucking hate you GOOG, and I hate myself more for even trying to belief in u

zephyrs85

Buffy boy likes some GOOG

Busy_Dingo_5744

!banbet GOOG 2.4% 5h

Status-Net2947

Sticking with my 10 stocks through thick and thin: AMD GOOG AMZN ORCL META NBIS MU SPCX AVGO ANET

mneymaker

GOOG and NVDA are exhausting af to hold. The moment you sell, you get to watch the +3.5% pump. Fuckin tickers man

SpiderWil

Yes, Google's parent company Alphabet (traded under tickers GOOGL and GOOG) is eligible for 24 hours a day, five days a week trading on Robinhood.

GlokzDNB

No, i've built my own dashboard based on my broker's export that shows how many trades failed and how old are they. By failing I mean negative alpha against SP500 etf as a benchmark (I know beta also matters but lets not dive into it here) So my strategy has 78% win ratio, which means around 4 in 5 trades i did in the last 5 years beat the sp500 as of today. I dont have daily data to measure how it changed over time unfortunately. And what I mean is that I buy a stock, and its a lose for first 3 months and then its a winner for 6 then today its either a winner or loser. I think this should be a huge philosophical question we all should have - should our trades quantify by the today's time horizon or it's still too early? Example could be crypto, I started averaging down while it was hot, now its -50% from it's highs and the alpha is even worse with sp500 rallying. Was crypto a bad trade? Yes, if it never recovers. No, if the bounce back will generate alpha over sp500 in the next 2/3/5/10 years horizon. Am I selling and saving as much as -60/-70% alpha on my trades? No, because I do not believe crypto already peaked and it will never return and get new ATH. So that's the first thing to settle, what does it mean for strategy to be effective, before we even dive into what the strategy is. With 78% winratio im sure my 'losing' trades can become winning in longer horizon and some trades can become winners in the long run (e.g. microsoft which i bought for 250$ and it has negative alpha even though they grow as crazy for 18 quarters in a row !!) Now the strategy itself: I seek for discounted high quality business that has good debt to equity, diversified revenue source, is a very known company, has moat, has big market share/is a leader in their category AND a real risk that makes it discounted or trading under 5/10/all time average P/E Then the hard job is to decide whether the risk is real and what would need to happen for the company to go back to their avg multiple. That's all. But the companies I seek for need to be within big trends / be discussed on reddit youtube or cnbc Examples of my winning trades: ASML - has long term moat, I bought dip on chinese export control. Even though it felt risky and expensive, my best trades are now at 300% return in less than 2 years. That was good trade for two reasons - I made a lot of money on it recovering its multiple but now I'll make even more on compounding as this company will grow anywhere from 10-15% over the next decade EVERY year. And that every is key here. Do the math. I already trimmed some because it got too much % in my portfolio, but thats the only reason and it was probably a mistake in this case but that what my risk control strategy forced me to do and probably some day it will save my ass even though i will cut N winners on the way GOOG - again, big moat and diversified revenue sources - I bought the antimonopoly case risk. Here's the power of individual investor, even though everyone knew the whole thing is BS, fund managers and pension funds couldnt buy that risk. Their policy wont let them buy risk of this level even if its so easy to debunk. That was long time before gemini proven to be a real frontier model, but I've watched closely what google does and who works for them. I would say easiest money I made but I made easier in the next chapter PANW - saaspocalypse was such a great opportunity and it is my best alpha net gain so far. I had better returns but only with 1-2% of portfolio, this was >5% bet that landed 150% in just 3 months. I looked at the whole thing and there were few opportunities - atlassian/now/crm/adbe. But I couldn't tell whether the risk of AI reducing white collar jobs is real or not. I know these companies wont be replaced by vibecoded apps, but I couldnt say if the amount of seats they sell wont go down and they were all very expensive/burning money to drive the revenue. Adobe was cheapest but the risk there is biggest, its the first company that comes to my mind what is next kodak. So the only sector within saas that didnt had this risk was cybersecurity. In 2020's covid era, there was one interesting phenomenon - all investments been cut, except cybersec. This lead me to what is currently said aloud in CNBC - there will not be a single CTO or CEO saying, oh lets cut on our cybersec spending, even if AI is another layer of defense. Nobody will risk cybersec attack with cost saving. Its the last thing where you look for savings, a single mistake could turn a great business into a dead/struggling company for years. It was easiest to call BS on all these anthropic bulls. I was just buying dips and kept buying and caught the bottom of the bottom and the dips of dips of dips. MSFT - been buying it for a long time, but as I mentioned, i started buying it when chatgpt came out for 250$, then sold some for 520 before it went down to 350$. So the part where my strategy played out greatly is buying the openai proxy discount. MSFT was punished for anthropic and google catching up. But what people do not realize, openai, anthropic and google deep mind are AI factories. The model is just a product and honestly, the pace of releasing new products is crazy. Its not like a smartphone once a year, its literally once every 2-3 months. We get 4 new iphone models per year to compete with each other. Now - would apple be dead if Samsung produced 1 or 2 flagship models that are better than iphones? That's a real risk if the trend continues, but question is - are both growing? What it both apple and samsung both sold more and more devices ? Is that a risk for microsoft ? They invested 10B into something thats now worth 50 in just few years. Is anthropic getting more market share in 10 years? Maybe, maybe not. To me important fact was that MSFT is only partially exposed to that but the punishment was not proportional to their whole business. But I also discredit the risk of openai being a bad investment. IMO if private funds run out, gov will pour money because AI = cybersec = military = global dominance and cold war 2.0. People compare AI buildout to dot com bubble or railroads buildout. To me its a cold war arm's race, people just didn't realize in 1960 that this race will last for so long or how it will end. Its the same here, the ai race will last decades and people today dont even realize the stake. This is not a private investment into a technology (smartphones), this is a national security / world order of 21st century being determined through tech race. Now funded both by public and private money (China subsidizes as it can, while US still keeps it private). Just look what happened to Intel in the last year since its become a national security issue. AI pact starts with sentence *"The United States is in a race to achieve global dominance in artificial intelligence".* People do not see AI as a weapon/military technology but it's literally that. It wouldn't' be 50 years ago, but in 2026 everything is now virtual including all their money and big chunk of world's economy. 50 years ago factories could be only destroyed with missiles. Now they can be destroyed with cyber attack. And I have more and more of these just not enough time to explain. All these companies are very high quality, have moats, most have diversified revenue streams, have been trading at discounted p/e multiples, i've analyzed risks not companies, nobody ever questioned if they were good companies - markets just discounted the future which I found to be a one big BS.

AspiringHippie123

3.3k invested in MSFT and NVDA is probably the exact opposite of low to medium risk. Pop 90% of your portfolio into VOO. As you keep investing money, keep that ratio. MSFT is a good long term investment, I would also suggest GOOG as it’s less propped up by AI. NVDA is risky, eventually competitors will eat up more and more of its market.

NeverSlowplay

GOOG calls baby next leg up soon

ToobieSchmoodie

Couple questions because I’m not looking at the ladder or optionsprofit calculator. Are you looking at the profit on buying 100 shares of GOOG now vs the 0.9 delta or looking at the profit if you used the same dollar amount of capital vs the 0.9 delta? And what timepoint are you comparing the profit? Because you likely wouldn’t hold to expiration so how are you calculating the value of the contract?

TopDesigner6211

SPY and GOOG will run up tomorrow and make me monies yes or no?

powerboner

Good thing I sold SNDK for GOOG!!!

powerboner

GOOG 350 tomm pls

drazayn99

GOOG, what else?

pineapplekiwipen

GOOG is honestly a short here until sundae pican is gone

TulioGonzaga

Except for videos (YouTube), Maps, autonomous driving and Search. Microsoft wins on the productivity suite. I also own MSFT but GOOG is more diversified.

jeche25

Buying a few more GOOG tomorrow.

DietComprehensive356

GOOG to the moon

daniko1999

Not sure, but hey buffet doubled invested strictly in GOOG even lmao Revenue strong and diversified, and clearly it has dipped from 400 don’t see why it wouldn’t do ok this week

daniko1999

Ok GOOG pre market looks nice so far, maybe it can go crazy this week

InternetSlave

This gives me relief. More than half of my net worth is in GOOG. I was feeling euphoria around $400 and feeling so much regret around $340. I haven't sold anything, I'm trying hard to diamond hand this.

Busy_Dingo_5744

Omg looks like GOOG opening 354

powerboner

Hey GOOG if you hit 350 tomm I’d be so happy babe

NerdSlamPo

its time for rotation tbh. software and GOOG/Mag 7 up on Monday probably

vandammes

GOOG AVGO are gonna skyrocket

anonymous_ghost-1

I think RDDT will go past $200 next week, MU over $1000 and NBIS $300. GOOG will be fine, hope it drops some more to add to the stack, $400 EOY

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $600.00 (above) | $343.37 | $344.56 | +74.7% | Sep 4, 7:15 PM | | **Record** | 0W - 2L | 0% | - | - | - |

neilr3ddit

This is 5th posts about Berkshire’s GOOG position in the past three days on my feed. I am holding 100k at 309 already, these posts are tempting me to buy more. Damn algorithm stop showing me this news!

solodav

I bought $GOOG way back when it was around $55 (I averaged up too), but feel like buying NOW around $350’s for Berkshire was definitely odd. It’s not cheap, but it’s not expensive either (relative to businesses and future potential). I think $GOOG is about fair value (or slightly above value). I honestly don’t think Buffett, nor Abel follow tech and AI with enough knowledge to see problems in some of Google’s businesses. …I could be wrong. But, I feel like they are into so. many other businesses and may miss the finer details of the tech & AI space that Google exists in. I don’t think it’s a horrible buy or anything. It’s mostly meh for me. It’s okay and given their cash hoard size, it’s one of the few investements that could even move hte needle for them. So, I think it’s okay.

Tilting_Gambit

> Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks. I'm not sure how many times I need to explain why infinite growth isn't an issue: - Capitalism does not need "infinite growth" to function - We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. - Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? > From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. > What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor? If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. This is totally standard stuff. I have no idea why you're puzzled about this. > where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO. You keep saying things like this. I want you to provide specifics. Because at this point you're (annoyingly) repeatedly stating "X thing is worse!" "Hyper capitalism stinks!" And I go through and explain why things are better, capitalism is good, and you just hit reply and do another rant about why it's bad. And you go into some random thing about dividends which is completely tangential to what we're talking about. Specifically, what is worse? Why is capitalism worse than whatever alternative it would be replaced with? Because I see absolutely zero evidence, and a significant amount of evidence to the contrary, that products and services are worse not than e.g. 40 years ago. > With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years Citation needed. How have corporations prevented issues being solved? > affordable housing for all, affordable healthcare for all, and a better social safety net for all, and clean energy. Healthcare is better than ever, clean energy is obviously increasingly better, social safety is a purely political issue. Housing is an issue, but in no way have you demonstrated it would be better outside of a majority capitalist society, nor have you successfully argued that corporations are the reason it's expensive. I think you have valid concerns about society, and are incorrectly assuming that they would be fixed outside of capitalism. I think you have identified pretty big problems, but have incorrectly directed the blame at corporations. At this point I'm happy that we have differences of opinions, and we're probably not going to see eye to eye on any of this stuff. So thanks for the convo, have a good one.

BanditoBoom

If you believe GOOG has the highest wall of worry in the hyperscaler world I hate to say it but you are sadly mistaken. And if you don’t pay for the top-tier Google subscriptions and tools, then I understand why you think that. Google is in the lead in the AI utility and distribution race. Clearly in the lead. It doesn’t matter if OpenAI or Anthropic is better in specific focus areas (like coding). Every bit of compute has to live on a computer, and Google has the fastest growing data center / AI revenue growth. They are killing it on integrating AI across their products in a useful manner. NotebookLM is amazing. All of their Lab tools are incredible. Their entire ecosystem is successfully embedding AI in useful ways. It is what Copilot was promised to be when it first came out. Regarding people leaving, that is normal at Google. These people are getting poached by competitors, they are leaving to go start their own companies, and TYPICALLY Google becomes partners and earliest investors. None of the hyperscalers are better at destructive, rapid innovation. They have the best capital allocation. The best management. And they are, by all accounts, in the lead in the AI utility race for utility and distribution.

rcvmmvhrv

You just wrote basically 5 paragraphs on this and that about folks buying GOOG and you are suprised. Please now write the same amount or more detailing the “wall of worry” about Google. Let’s get it all out. All the details. You are the expert - teach us

Ok_Entrepreneur_dbl

I bought into GOOG a while ago. I have been a Mag 7 investor but got way from those to dive into Semi. Lightened Semi and now added MSFT, AMZN to my portfolio about two weeks ago. Feels like the right setup!

Busy_Dingo_5744

Looks like GOOG 380 Monday based on weekend drugs

PaperHandsTheDip

There is a little bit, but it's fairly small. Compare the charts of GGLL vs GOOG over the last 5 years. The vol decay is baked into the price, so you don't have to worry about it too much

vandammes

GOOG

legible_print

Yeah this is nuts. At this point, I’m convinced GOOG built Gemini to have a cheap in-house AI, rather than explicitly sell it to customers.

legible_print

I have no doubt that Anthropic is a huge player going forward. Still, this valuation is expensive to me for an IPO. I think it could be justifiable but the run has already happened underwater. So what are the other plays as Anthropic continues to rise? AMZN is their major cloud provider and training partner. GOOG is an investor and has its own TPU + cloud offerings. AVGO maybe too, for its hand in TPU design?

touuuuhhhny

Wait until Anthropic has to pay up for unlawful enrichment vs. just paying measly 60M like GOOG/OpenAI.

_Doomer_Wojack_

Google bols going to pound town GOOG slid 3.5% this week and just printed an engulfing rejection on real volume. That's the tape talking. Structure underneath has been leaning bearish for a while, and a week like this doesn't change that read, it confirms it. The calls favored in options flow this week are the one thing softening the picture, but flow against structure is often just noise. Below 339.82 and the sphere says the next meaningful conversation happens near 314.89. Ceiling to kill the bear read sits at 381.81.

Tim_Apple_938

Currently they have the “China” factor so ppl are avoiding having to really think about that I’d be much more worried about GOOG in a price war situation, as they have massive penetration and reach in US enterprise market already. 3.7 flash is already good enough at agentic coding for enterprise use, and also 10x cheaper than Claude and 5x faster

Agitated_Trash203

Precisely. AI models have become a commodity and there’s no real money to be made in the model layer. That’s why I think GOOG is a great buy right now. As far as I can tell, the sell-off is because they’re losing big names in their AI research team to Anthropic or to go make their own companies and people complain Gemini hasn’t had a real large step-change update since February. Idk who in their right mind is buying GOOG because of their AI model. They could ignore Gemini completely and still make boat-loads of money from the half a dozen revenue streams they have elsewhere growing at 20%+. There will not be a better time to buy than when they dropped to $320 after earnings, but they’ve been holding around $340-360 since April and it’s still a great time to build a position IMO

Dmiller360

GOOG and AMZN are my long term foundation. 15 year holds.

No-Improvement3164

Did the Buffet influence already happen to GOOG when they bought around 245? I’m wondering if the nice gains got them excited and expecting it to happen again and it may not.

StocksStormTrooper

Berkshire added another $17B worth of GOOG shares

Samjabr

Anyone else think GOOG looks cheap relative to peers/market? Maybe some 1 to 2 months Calls

Lootoholic

they are close to "operating profit" which is still far from "net profit". It's overpriced imo, I prefer owning AMZN and GOOG for Anthropics exposure.

Agitated_Trash203

On top of what other commenters have mentioned, I’ll add that I am particularly convinced by the technology. IONQ uses trapped-ion quantum vs. the traditionally used superconducting quantum (think IBM or GOOG). You’ll have to do your own research to because - as you’d expect - the technology and their differences are very complex. I’ll highlight a few points from my learning I think are key: \- Trapped-ion technology utilizes specific isotopes (ytterbium in IONQ’s case) as qubits. Because they are perfectly identical, it leads to higher gate fidelities so less energy and resources have to be spent on error correction. Something that I believe will prove to be more scalable than traditional superconducting. \- The structure of trapped-ion qubit lattices (whereby they exchange information via lasers (or now electronic communications)) allows for any qubit to relay information to any other qubit. Superconducting qubit lattice structures have to perform what’s called SWAP functions to pass information beyond qubits that are not adjacent to one another, creating more room for error and thus the need for more error correction. Again, presenting a potential scale issue. \- Lastly, helium. For superconducting quantum to work, it needs to operate at like 10 millikelvin, or essentially absolute zero. The only substance that can create this environment is liquid helium. There’s already a bad shortage worldwide for helium (exacerbated by the Middle East BS), and it’s a non-renewable resource anyhow. It’s only going to get more scarce. Also, there’s a specific isotopes, helium-3 which is required at parts of a superconducting system, and this is even rarer. Trapped-ion doesn’t require this sort of environment and actually operate at room temperature. Now I fully expect most of these issues to be much improved in the years to come with superconducting systems. You have IBM and GOOG (and other smaller players) working on this, so yes strides will be made. I own both of these companies too - IBM specifically as a quantum bet (GOOG for everything else they do that’s not quantum, lol). GOOG actually published a paper last year I think detailing that gate fidelity actually increases with scale because there’s more horsepower to perform error correction. This may have diminishing returns as they scale into 1000+ qubit systems, but it shows progress is being made. Similarly, helium reclamation systems are pretty efficient, so they don’t go through helium that fast, but there will always be some loss, and again, helium is already scarce and will only get more so. TL;DR IONQ’s trapped-ion technology likely has less hurdles to get over once quantum systems need to operate at large scale and they have a lot of intrinsic physics-based advantages on their side IMO

gardeal23

Idk I’m just memeing, if im being honest qqq longs might be the move. Like 2 weeks out for it to reclaim ATHs That and SMH is looking ready to break out, I might possibly swing trade it I’m also eyeing longs on NOW APP ASTS GOOG TSM

No_Economist3815

GOOG tore me a new ass this week. Ouch!

Tim_Apple_938

Can someone explain why anyone will pay 100x to use Claude when there’s like 50 nearly identical models available for dirt cheap on American hyperscalers like MSFT AMZN GOOG And switching takes just a click of a button

Happy-Champion1661

yeah bro 1 META leap also costs like 3 times the price of a GOOG one