Reddit Posts
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. 🤔
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
Mentions
I too have invested similarly over the last 10 years primarily GOOG, AMZN, NVDA, AMD. More than likely this buy and sell strategy has lost out on gains compared to holding. Identifying the great companies is the most important part but holding when something is up and easy to sell is the hard part. Standing by your convictions and buying into weakness and trimming to balance overweighted risk in your portfolio are good concepts but if you're trading these companies like you say you're probably hurting your returns over thr long run.
There will always be part of population which can't stand waiting 10,20 or 30 years for compounding. That's the harsh truth, if you want to build generational wealth the money need 3 decades of compounding and the amount of increase between 30 and 40 years is even more these people could get with trading in their dreams. But for long term investors there's also chance to get 20% over 10 instead 10%. Buffet had checked these two things - getting 20% average over maaany decades. He started at 11 but most of his wealth was created after he was 80. Im on my way, started in perfect time of a small bear market, thanks to good stock selection and understanding fundamentals, took some risks and im at +100% on GOOG just within one year, +100% on panw in just few months. And have more of these. I think avoiding crowds and still selecting quality stocks that market doesnt like (MSFT for 350 was hated stock, but for 460 now is glorified) we can be little bit like buffet. But it takes courage and taking risks. Some will result in a loss, that's fine but we don't need to invest in stocks that go parabolic. I think investing is very hard, harder than trading because you're constantly bombarded with news, you're constantly pushed towards trading and speculating. While investing is boring and needs to be so, good stocks can do shit for months or years and then go parabolic for few weeks. Good luck everyone, I'm trying hard to keep my 30% CAGR with twr, beating nasdaq, staying sane on the road.
I keep things pretty simple lol. I’m holding AMD because its been pretty good to me and have 2 active swing trades right now that I’ll get rid of next week + a bit of dry powder if I need to spend DCA money on my swing trades - thats it. For how long have you been all in on GOOG?
The issue is regards overcomplicate things The move is simple: buy GOOG That's all that really needs to be done
Nah as someone that went 100% in on a stock, going 100% in is going full regard and I have a never going full regard rule after that But if your psych can handle being all in on google and you’re sitting on profit already then good for you. I recently told someone else on a thread that Google is a stock I think is a long term hold and that it behaves like an etf IMO. I sold my GOOG on Friday to use the money for potential DCA on trades / having dry powder for dip opportunities, but if I wouldn’t of needed the money I would’ve held.
Depends what your plan is I’m 100% in GOOG, it can work to full port, but it’s not for newbies
Idk why you don’t just ease your suffering and all in on GOOG
cash gang makes sense when it's a small amount of your gambling port. but man, if you missed out on the MSFT / GOOG / AMZN run in your primary account. that's fucked.
“It’s not cash. Nobody sold anything. The number just went up!” Most of what you said was generally helpful but here’s where you trip up. Anthropic sold a lot. They made profit last quarter selling their AI services through all the money they spent on compute, with exponentially growing revenue going forward as we speak. The valuation isn’t like SpaceX, it’s not based on farts and Elon’s ketamine fantasies. It’s hard cash and revenue projections. Those shares are worth more than before. Just because you didn’t realise the gain doesn’t mean you’re not worth more if your shares went up. Anthropic dominates the fastest growing and most profile AI segment - Enterprise AI. Amazon and Google own huge chunks of Anthropic and their dominance is likely to remain going forward, with their profits being recycled into compute and chips from AMZN and GOOG. There seems to be this idea that AI doesn’t make money but the profitability has just begun on a massive scale and every reasonable projection shows exponential growth. Turns out Reddit autists don’t know more than the most successful tech CEOs in the world. I’m in awe.
AMZN and MSFT and GOOG are already profitable on AI Meta is close The question is “is Anthropic profitable?” And we won’t know that until we see their operating margins in October
GAAP should consider their ability to collect consideration before recognizing it as revenue as well. It’s a fugazi, as an auditor, I’m not holding up filing and pushing back against AMZN’s CFO just cause round trip revenue is a fraud risk. Imagine being audit partner on GOOG and popping the AI bubble effectively bringing down the whole market despite independence and tanking your own investments. The whole market wants to keep the bubble going until it can’t go anymore. Party keeps going until OpenAI and Anthropics bills come due
the only two wins I know that sub has gotten in the last 4 years is GOOG and UNH Cancelled by every other flop like NOVO and PYPL
Yep, it's clearly a shakeout of the weak hands. Fundamentals actually look stronger after seeing SKHY post profits on par with MSFT, GOOG, and AAPL. It posted Q2 operating profits of $41.5 B compared to $40.6B, $40.77B, and $35.69B for the other three, respectively. Then we saw STX with blowout numbers telling us the memory play here is intact. WDC and SNDK will report on Wednesday after the market closes, and I expect more blowout numbers. WDC is at $550, and it'll be above $700 by year end. I expect SNDK to be above $2500 by year end. SNDK is going to report EPS above $35 and then guide FY27 to $225-$250. At $2500, that's a p/e of 10 making it reasonable at least until FY28 can be more visible.
Thanks for sharing ... not here to hate on this fairly sensible strategy. I've essentially been 100% SPY for 25 years, and now that base is big enough that picking stocks and trying to outperform is relatively pointless. Of course I'd love to find the next MU and ride to the moon, but we all know that ain't happening. Buying MSFT or GOOG on a dip is basically just buying the SPY, so unless I start day trading biotech penny stocks I'm SOL
retards in here are fucking **STILL** going on about an AI bubble after $GOOG $MSFT $AMZN earnings is the most bullish thing I've ever seen
Holding 35% in cash creates a massive hurdle rate drag against the equity risk premium over full cycles. When your picking bucket holds 8 to 10 mega-caps like GOOG or AAPL, it doesn't add much diversification since you're just doubling down on the top 30% concentration of the S&P core. The hardest part of this setup isn't buying fear. It's maintaining margin of safety discipline on exits when multiples expand past historical norms. Without mechanical trim targets, cash drag eats into the excess return generated from stock selection.
I'm going to be honest with you all and this an uncomfortable reality you may need to accept: Judging by the memory & storage shortage & high prices we see today, expect to see high prices & a shortage of sex robots in 2030+ That may mean some of you may need to share a sex robot just like technically you're sharing a woman with other men when you hire an escort. And I'm going to take a page out of $MSFT, $AMZN, $GOOG playbook and amass as many sex robots as I can and then rent them out. I'll be a sex robot pimp 🕴
These companies are not stupid $AMZN, $MSFT, and $GOOG. They’re spending even more money because it’s incredibly profitable to increase capacity Look, if you were running a business that was capacity constrained and had really high margins, you would beg, borrow and steal to expand that business.
>"is the market cap low enough that this company can grow significantly" Meanwhile the 10 largest market cap companies over the past decade: AAPL: 1,100%, 28% CAGR GOOG: 900%, 26% CAGR MSFT: 750%, 24% CAGR BRK: 300%, 15% CAGR XOM: 100%, ~11% CAGR with dividends AMZN: 800%, 25% CAGR META: 470%, 19% CAGR JNJ: 160%, ~12.5% CAGR with dividends JPM: 500%, ~22% CAGR with dividends WFC: 75%, ~9% CAGR with dividends
It depends how you look at it. GOOG issued 87M in new shares this year and that money is already spent. MSFT hasnt issued any.
What’s the Best Buy now to long AI if I want to diversify away from semi and memory? I am considering GOOG, MSFT, AMZN.
MSFT and AMZN mooning after earnings was a pretty good tell GOOG follow to some extent, but betting on 350 0dte is crazy...
current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing
I first heard of him when he shorted GOOG because of a thesis that they are falsifying ad click numbers due to LLMs. He closed the shorts a week after he placed them because GOOG shot up due to news unrelated to his thesis.
What was it about that day that made you think "today GOOG is gonna pump"? I get earnings plays and things like that, but this seemed like a random day?
Buying GOOG calls on that nonsensical earnings dip was the easiest and most brainless 50k I've ever made
That's the wrong way to think about this. AAPL is treating AI as a commodity and paying GOOG 1bn a year for Gemini to run their 2bn installed devices. GOOG is paying AAPL 20bn to be the search engine on 2bn installed devices. AAPL has 1.8% Capex on AI. Let's talk about who's winning and who's left exposed.
Quantum is pure scam. Plus invest in GOOG if you think it has future... Those companies chips are like 1940 pcs. I only see one viable use case of quantum, which is break BTC. All other stuff are currently protected under 2FA, max 3 retries before blocking account... No way they can break the system up. ASTS yes is bad business model, or did you not see hot it tanked like 30% because his Amazon launcher was blown up...
I don’t know what was going on with y’all. GOOG put me immensely in my port today
nice work on the NVDA run that 60% is fat. SPY taketh away sometimes but GOOG covering the sins is chefs kiss. bol next week
Okay day. Nice little 60% gain on NVDA at open, gave back 20% on lotto puts for SPY. Also made $2K thanks to GOOG going vertical. Have a great weekend yall.
MSFT and GOOG gang eating good this weekend!
GOOG after that earnings dump was really free money huh
But a man can't live on earnings alone. The harvest is nice, but we like to see if at least half the seeds being sown will survive Winter. Cuz Winter comes for everyone, including GOOG and NVDA.
Can GOOG be next ORCl or META for debt load
Closed all my options, +40% NVDA, +60% GOOG. Now what?
GOOG MSFT my sweet loves come here so that I may suckle on you
I started investing in 2002 when I was in college. I started with $8k. Made some good buys like Apple, GOOG, Meta. That portfolio is worth around $600k now. Likely more as I moved money to different accounts over the years (account is in my home country and can only sell once I moved to the US 15 years ago), but that is what I started with in that account, and that's what I have now in that account. I remember when it was only $50k and I thought I had a lot of money!
Why GOOG up so much?
GOOG gettin cuck'd by the 20ma
On the real I guess I’ll invest into GOOG/Amazon
$GOOG $META $ORCL $NBIS $CRWV $SPCX Debt load dilution not over.
Holy shit GOOG just ripping faces today.
I wouldnt be surprised for GOOG to hit 360 before close.
Up $30k on GOOG today, giddy up
GOOG 360 EOD about to happen?
$GOOG 250-300 by year end Debt load dilution not over
GOOG out for blood today holy shit
No no keep trading options, just keep the sizing small so that if you end up in a losing streak, it's not the end of the world. I'm not a "VOO and hold" cuck. If you grew this from 4k, you are good at trading. Keep trading, keep the sizing appropriate, and it will compound better than VOO. Btw look into midterms historical cycles, I don't think being long the market until the election is a good idea. Market rallies after the midterms though. Those GOOG calls you're eyeing might bleed until early November. But that's my two cents.
$RDDT $MU $GOOG $AAPL watching AI winter going Remember Crypto winter SPAc winter 2022
I bought the ER GOOG dip (added more to my biggest position). Looking at GOOG today it was a good call! Hope RDDT the sme
GOOG went to debt market, cash flow negative, probably looking to stop buybacks and stop dividend
Everyday - GOOG is a bitch
AMZN to 300 GOOG to 400 MSFT 500 eom August
You mean advertisers not willing to pay to advertise on google search? I think that's a different beast, GOOG search revenue was up +19% this quarter. I think the VAST majority of that revenue is from selling products, not traffic to publications. Like, people googling the name of a product and then google gets a cut of the revenue when the user clicks a web shop and orders from there. If online publications would "leave google", where would they go?
Holy fuck AMZN GOOG and MSFT making me rich
'Member when GOOG was $320? Were you smart and bought GOOG or dumb and buy TSLA/SPCX?
Lmao so they took their AAPL money and dumped it all in on GOOG. This should tell yall bearish regards that this rally will continue because degenerates are desperate for yield in a high inflation environment
Time to bleed DRAM and send all this nice value back into GOOG and MSFT
GOOG 395c for next week. This is financial advice…from a retard
It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.
GOOG and AMZN making it really difficult not to just cash out my shares and wait for a dip to rebuy
MSFT and GOOG carrying the team
$RDDT partnership with $GOOG,
GOOG was the play
Bought 0DTE GOOG calls and it started falling, money doesn't like me
FYI, GOOG gave me these acrostics?
God damn GOOG just whipping out its big green Shrek and slamming it on the table front of bears
This is what GOOG should've been at after earnings. Congrats to dip buyers
It was roughly 20% of my portfolio. Largest position is all world etf with GOOG in second position. I think I will just hold cash right now and buy more GOOG when it goes down
Holy fuck GOOG pumping 👍
Time for DRAM to send their money back to daddy GOOG, MSFT and AMZN
GOOG is going parabolic. What the fuck?
Anyone wanna forecast GOOG price by 2030? I'll start - $1,000/share
**BanBet Won** — /u/Anzel731 (2W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $328.32 → $350.00 | +6.6% | 4d 1h | Won |
Market realizing they got it wrong after giving MSFT and Amazon a +15% gain! GOOG deserve +15% too!
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $350.00 (above) | $340.88 | $350.14 | +2.7% | Aug 1, 7:01 PM |
Where were you when GOOG was $320? Buying SPCX or TSLA calls I bet
at this rate, GOOG ending the day at +10%!
Just buy MSFT GOOG AMZN and chill
Current positions GOOG AMZN MSFT AVGO INTC to the moon baby
GOOG having a 4% day, plz hold
Day RDDT gets that new GOOG contract, it’ll pump 50%
If AMZN, GOOG, or NVDA let go, this shit is over
GOOG. Avoid Sandisk, Micron, and Seagate.
RDDT needs GOOG more than GOOG needs RDDT
SPY to marianas trench as GOOG has the biggest green dong youve seen
SPY down GOOG up thank you market gods
As long as my MSFT AMZN and GOOG are green its okau
lets go team MSFT and GOOG!!
People calling the end of the world as SPY AMZN MSFT GOOG NVDA are all green. Lmao never change you magnificent retards.