Reddit Posts
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?
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. 🤔
Mentions
GOOG and MSFT are bigger disappointments to me than I am to my parents
Will buy GOOG with some of my winnings after I sell my MU for $1500/shr.
Yes, that would be wild. Because if you did that in 1998 or 2005, you'd be crushed. Because if you are wrong on 2 out of 5, you are crushed. It is all about size and risk. First, remember that if you own SPY, right now that is \~28% NVDA, AAPL, MSFT, AMZN, GOOG. Going index already exposes you pretty heavily to these companies. If you want to skew that heavy, I am with you. But skew, not go all in. You can add in some QQQ and lean heavier, while still having diversification support and exposure to up and coming companies (like how 2016 you would have missed NVDA). If you really want to stock pick, make it the secondary. Vast majority of my investments are in broad index funds. That is my wealth. I do have some other, smaller accounts. A trading (not investing) account, and then an account that is my medium term buy and hold - companies that I want to be heavy in. Yes, that account has outperformed the market pretty much every year. However, I have had some horrible, terrible, no good investments in there. If they were sized up to be a tenth of my total portfolio... they would be devastating. But as just a tenth of my side account... the risk is appropriate. If that account went to zero tomorrow, I'm changing vacation plans but not changing retirement plans.
I would like GOOG to start printing tomorrow.
Meta laid the first ever [petabyte-class ](https://about.fb.com/news/2026/09/announcing-petal-meta-petabit-transoceanic-cable/)undersea cable to France. Muse was an ok launch, but kind of a red herring. It's nothing special and designed to compete with Grok Bot, but they leveraged IG's existing users as a distribution platform. Just got a banner at the top of my feed to try it out. Muse is already being blocked by Amazon, so utility already being limited. More of a bull signal on Zuck and Alexander Wang making strides in model training, so if you're bullish on Meta closing the gap to at least Opus quality with Spark that might be a thesis worth pursuing. Though, Grok 4.7 dropped recently with \~Opus 4.5 quality and no one cared, so that's the bearish take, the gap might just be too large. The undersea cable is more interesting. Petal is the first cable of its kind, and with compute needs growing, Meta positioning itself with a major infrastructure buildout is amazing if the US continues gapping Europe in AI. We'll need that capacity to serve them SOTA models and decrease latency between the two continents. Long Meta, cautious buy for now if you want exposure ahead of Anthropic / OAI IPO. Though NVIDIA, GOOG, AMZN also valid since all the labs rely on insane amounts of compute.
GOOG has, once again, shat the bed.
And that is exactly why you shouldn't sell. You are diversified in other, tax friendly accounts. The taxable account is where you can have fun with some "play" money and as much as I love my 401k invested in VOO/VTI etc those funds do not hold any TSM, very little NBIS, and by playing individual stocks you don't always beat the market, but i have a handful that I have held for years that absolutely HAVE outperformed (NVDA, GOOG, TSM, funnily I have NBIS too but wayyyyyyy too early to call that one...) and if you aren't buying individual stocks with your excess "fun" money then the odds of ever outperforming are Zero. You paid for the ticket on theses positions, take the ride!
You can't dump into any random stock on any random day. You might have ended up with MSFT at 550, MU at 1200, AMD at 550, GOOG at 400 - timing is absolutely important. Yes, time in the market is eventually going to beat repeated entries - that doesn't mean you can't make your initial entry as good as possible. McDonald's is a forever hold, in my opinion.
nope, fix your AI radar :) The idea was to show an example of how single stocks of strong market leading companies who were also were mostly market leaders 10 years ago and would not be speculative picks (other than TSLA) beat the ETF by a massive margin.. as an example that one does not have to be in Wallstreet to make money on non speculative single sticks exactly in the way that soo many people bought (myself included, this would be a very conservative example) GOOG 12 months ago as they saw it was underpriced due to far fetched concerns and made ETF beating returns by just buying one of the world's best companies and enduring some slight volatility..
Yesterday I sold cash secured puts on GOOG at the 350 strike expiring this Friday. My goal was to get assigned below 350. Google is now down below 350 today, but how do I ensure that I get assigned in the case that GOOG rallies back up above 350 by the end of the week? Should I roll my CSP up to 370?
Yesterday I sold cash secured puts on GOOG at the 350 strike expiring this Friday. My goal was to get assigned below 350. Google is now down below 350 today, but how do I ensure that I get assigned in the case that GOOG rallies back up above 350 by the end of the week? Should I roll my CSP up to 370?
Yesterday I sold cash secured puts on GOOG at the 350 strike expiring this Friday. My goal was to get assigned below 350. Google is now down below 350 today, but how do I ensure that I get assigned in the case that GOOG rallies back up above 350 by the end of the week? Should I roll my CSP up to 370?
What's up with GOOG.... being a real dog today?
what are you doing GOOG-chan
GOOG NYOOOOOOOOOOOO :kekh: :kekh: :kekh:
GOOG straight down since 360 on Mediocre volume, my calls are fucked
Is GOOG becoming a penny stock because Opus 5.5. AI circle jerk is exhausting
I like this META thing, it has been fun, can GOOG go up too now?
GOOG too, idk what’s going on with mega caps
The fuck did my GOOG calls do to deserve this?
META Puts and GOOG Calls is not looking so hot!
I think there is more to Uber's lackluster stock performance than the fear of AV. Uber has become a commodity, just like Netflix and Spotify. They became the top dogs of their trade, but in current times they can't show how they will bring another leg of growth, so the market placed its attention elsewhere. About the fear of AV, I can't imagine that any company, even rich ones like GOOG, AMZN or TSLA can land enough vehicles (at a prices of 500k to 1M a unit) to actually provide as many rides worldwide as Uber does. Uber cars are owned by the drivers, which makes it extremely efficient to buy, as the owners use it for the private stuff and then use it for Uber when the rates are best, supplying the needed amount of units at peak times. Now, in order to compete with this, imagine how many Waymos would you need to invest in, just to cover San Francisco at peak hours? Now multiply that for all the cities in the world where Uber now operates. The math doesn't work for AV companies. After living for decades in South America, I can tell you, a Waymo wouldn't last two minutes on the road before it's stolen and sold for parts. Uber doesn't have that problem.
So happy I managed to sell my entire GOOG position at the top today
Why am I even surprised GOOG initiated drill team 6
GOOG took away all the gains I made since last 2 weeks. I hate you GOOG but I’ll hold you till 400
wtf GOOG, there was so much good news. Pump to 360 was inevitable until it wasn’t 😡
It will be nice to see GOOG hit 300 by the end of the session.
GOOG and MSFT when will you run. Why can’t you be like your chad brother META
I have November GOOG calls but cmon wtf are we doing here. Can’t hold any gains
How would you allocate $100k between AMZN GOOG MSFT?
I got greedy and didn’t sell my GOOG calls
GOOG and AMZN next leg up?
why market hates META so much ? it grows more than GOOG
Sold my GOOG at a loss. FUCK ME
bagholding META, MSFT, GOOG, SNDK. Time to let them cook (I know they will rise up), I am stepping away to enjoy a hot bowl of soup now...
hey GOOG it'd be really cool if you went back up
What is this TP on GOOG???? You know it can easy ath?
All AI companies plans to delay IPO, those debt load private equity redemptions skyrocketing, soon may go bankrupt at higher rate. $BX $KKR $APO $OWL & many to watch. SoftBank put $ARM as collateral to support OpenAI, if IPO delay $ARM crash $MSFT $META $AMZN $GOOG all see AI winter
Holy GOOG is giving a huge shrek candle to me
There are too many search engines in early 2000, only GOOG survive, rest search engines went under, remember AOL, Lucas, hot mail, mailcity etc Same for AI only one model or 2 survive, rest AI companies go bankruptcy
You still don’t know how META got so many users. META can easily put a download button and promote it to their 4 billion active users. GOOG might be able to do it, but not to the same extent. MSFT will have a harder time getting to end customer.
GOOG going for another 10% today ? asking for a friend
next comes GOOG pump and after Meta
Why need so many AI models ? Do we need too many search engines like $GOOG ? So 99% AI companies go bankrupt, only 1-2 survive
Retail will sell GOOG and fomo into META
What if META will have a similar rally as GOOG in 2025 🤔 It has been priced as the Ai bag thus far, but if the market thinks it's the winner, would a double from here be too crazy?
I got out of VOO in a 20 year old IRA back in late 2022 and bet it all on MSTR. Literally almost cost me my wife and kids at the time but I believed in corn but never wanted to fart with an exchange or wallet at my age. Rode it up to all time highs and got out and pivoted to GOOG where it’s currently parked. I should take all the loot to Divis too, but I’m going to ride it out for another year or so until I turn 50. Guess that makes me an old degenerate on this sub.
I 3/4 port into GOOG at 367 and watched it go all the way down to 300 and I'm still holding. Only King Arthur is pulling me out.
GOOG has to pop eventually, surely.
Bullish on GOOG for weeks, pump and dump. Bearish on GOOG after a pump, holds pump. Perfect.
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.