Reddit Posts
$GOOG whale alert: massive $34.8M sold put premium at the close
Asked him to pump my GOOG calls. He’s thinking about it.
What if I full ported IRA, ROTH, and brokerage into $GOOG and held forever?
Why I added $15,000 to my RDDT position
Am I dum dum or should we not long GOOG/Short MSFT?
Hot take: the 12% drop on GOOG from earnings is to shake out investors and buy their shares for cheap
Is the Anthropic IPO just a sequel to the SPCX saga?
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
GOOG is sooooo cooked lmao gear up boys, this is gonna be a long one
We’re in an anti-bubble bubble
Genuinely scared , NQ could be down nearly 3% by NY OPEN
Isn’t it weird that TSLA stock is detached for the reality for THIS long
GOOG is now defaulting to search output again rather than defaulting automatically to Gemini
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
First time trying an option that isn't 0dte!
When ~80% of your net worth was in $GOOG but you timed it pretty well
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
Drew my own version of a loss meme in honor of my soon to be dead GOOG calls 🥲
Advice on what to do after GOOG earnings: prepare to bag hold
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
I keep buying at the bottom but $GOOG keep dropping
Rounded out my $20k of GOOG, $10k of NFLX, and $10K of META with $10K of Vanek Semiconductor ETF for a cool $50k. AI for the win!
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
Mentions
Yep GOOG shares I’ve been averaging into since earnings, Walmart calls, and took a bit of MSOS gains before the leg down
Guys I put 120k into 3 month $GOOG PUTS . I’m seeking the void of some shit
$GOOG probably to $300 before it falls. I’m always 1-2 days early
Puts on GOOG, almost tried to destroy a friendship. 😒
For real. One of the easiest dip buys of all time. Same with MSFT earlier this year. Same with GOOG right now. MCD will be $310+ within 6 months or sooner.
AAPL has a 5.1 trillion market cap for a company that grows way less and has similar revenue as NVDA and GOOG. Shit is so overvalued
What's a better buy than GOOG rn
$GOOG to $254 you heard it first
about to fully port into GOOG, stupid idea?
My top holdings are down (NVDA TSM) but my next 4 are up big (MSFT AAPL GOOG AMZN) so I’m in the green. But most of my portfolio is VT and crushing. I might give up on individual stocks, at age 50 I probably don’t need the stress.
If you buy a GOOG $300 strike call that expires Friday, then sell it to buy a GOOG $315 strike call that expires in 30 days, those are two completely different underlying assets. If you are that worried, Google has two tickers that trade essentially identically. If you have GOOG options, then sell those and buy GOOGL options instead.
I think long term GOOG is good But could see it flat/down for the next year
is it crazy? or does $GOOG feel like free money here?
GOOG will reach 400 in 2 months. Who ever down voted my last comment go to hell.
**BanBet Lost** — /u/Beginning-Fig-9089 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $293.98 → $308.68 | +5.0% | 1w | Lost |
$GOOG was obviously oversold, anyone who didn't buy the dip deserves to lose money
man looks like I need to stop investing in things like MU, AAOI, NBIS, NOW, SPCX, DRAM etc. because SPY went right back up to near ATH and stayed there meanwhile everything went to crap except like MSFT/GOOG/AMZN/AAPL
I bought GOOG 300C for Friday...
Expiry based on wanting to give the thesis time to develop. I'm not looking for quick DTE stuff. Strike generally based on some degree of technicals. 640 for META was an upper bound range limit for a while, and GOOG the $300 level is partially psychological lol
In the end, the real problem is that what they are spending on will become a commodity, and will have low margins. I'm convinced that GOOG will become more like a telecom company, with low margins, low PER, scarce growth, and a steady and safe business. I would be prepared for a change of paradigm that would certainly lower the stock price to get to that lower PE.
My bad, I forgt the other GOOG.
I sold my GOOG at $288 real early thinking it might get dumpy, wish I had held on a bit longer like you did. I did sell my TSM calls at 409.50 which seems like an absolute miracle considering how the day went. I would've lost my shorts on that one, thank god I got scared and sold early.
GOOG just go up to 400 what are you waiting for
Thought GOOG was boring today then looked at AAPL, lol
Just so you know, I've been bearish since early june and mostly sitting on cash with some very failed trade here and there. Notably I singlehandedly crashed SNDK, WDC, VRT, CBRS, and GOOG. Today, in premarket, I bought NVDA and AVGO during the liquidation wicks. Consider this a warning.
Get a fucking three fund portfolio everyone. Fucking retail investors thinking they have any concept of the derivate markets. The fuck are you even holding shares for? That should be on a 60 day fucking contract, easy fucking money, I made +20% off GOOG2618L300 in two fucking days. Zero understanding of a bear market despite it being much more fucking obvious volatility. Pennies off the fucking floor. This sub gets fucking dumber every time I check in with you all. Pitiful. (4 Contracts set 11/02 $300 call 12/18 expiry, was itm after only 2 days. You are all fucking morons.)
MSFT, GOOG, V, FISV, UNH, UPS, RSG, RKT, CELH I also own GEV and AMAT that are in the red but rest of my portfolio is mooning today more than making up for it
Agree to disagree. I don’t think capex growth and indirectly data centre growth will be 70-100% going forward as it was in the last two years. GOOG and AMZN had a capex of 400 billion USD combined. To assume the current growth trajectory that will need to hit 700-800B
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
Last week was msft layoffs this week is GOOG interesting is like they scheduling these layoffs, next meta again or apple? 😂 Then the federal civil servant
sell GOOG buy TGT and SBUX
Algos say GOOG is worth $290 I guess
GOOG bout to rip to $400 let's go
I need GOOG to go to 385 today and NVDA to 208
What’s up with AAPL MSFT and AMZN? GOOG got the dead cat and same with META
Why isnt GOOG 400 yet is it stupid?
I actually think this is reversing. Android since my LG rhythm, hung out in the Nexus and Pixel line. I think GOOG is falling apart and will probably be getting an iPhone so my shit works.
GOOG not allowed above $290 I guess
Just bought GOOG puts and memory calls. I will be the hero this market needs!
Imagine shorting GOOG after it bounced off its March 2026 lows :kek: :kek: :kek: :kek:
short GOOG here? gotta remember its still a shit stock
GOOG full retrace soon?
AaaaaaAAAND ITS RED....GOOG
GOOG I command you to keep MOONING! 🙏🏻 🙏🏻 🙏🏻
GOOG is +4%. You're looking at the high-beta AI stuff probably. The boring stuff is lit.
No way I timed the GOOG top and memory bottom???
3 of MAG7 is up 6% (AAPL, AMZN, MSFT) and GOOG is up 4.5%+. This is probably propping up QQQ and SPY. Chips and Data are getting screwed again
much as I need $GOOG calls to print I need $SPY to dump more :copium:
Love all the GOOG FUD going around when a couple weeks ago it was a solid company lol smh
GOOG is gonna rug pull someones tug fest before the days out
Just sold my GOOG at $296 for a 39.9% gain. Expect it to launch up again 🚀
can't stop won't stop GOOG stock
Guess who sold his GOOG for MRVL yesterday
my port is 30% GOOG lol
GOOG back to 400. Pelosi has calls
GOOG WILL RISE AGAIN :screech:
GOOG holders getting all emotional this morning, LMAO
Now it's ok to laugh at all the clowns who panic sold RDDT and GOOG at the absolute bottom 🤡
WHYWHYWHY I ONLY BOUGHT LITTLE OF $GOOG DIP :hammer: :hammer: :hammer:
Holy fucking shit. Face melting rally. My god. What a day to be an AMZN AND GOOG owner
🐻🐻: Warren b is so stupid for buying $GOOG
Holy mother of god I wish I was in AMZN, I’m nutsack deep in GOOG but that shit looks filthy 🍏
Slow down GOOG I'm about to buy some
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $300.00 (above) | $282.96 | +6.0% | Wed, Nov 18, 9:26 AM ET |
GOOG's earnings and the subsequent crash proved otherwise. Their search ad business did not do well because they are losing market share to AI chatbots. That is why they are investing in AI. Meanwhile, their cloud business was up an amazing 103%. It's clear where the growth is.
Data center friction = calls on companies with compute that’s already built. Long AMZN, GOOG, META, etc
Buffett sold AMZN at a low to buy GOOG at the top, lol
Keep going don't you dare double top on me GOOG!
GOOG I command you to MOON today! 🙏🏻 🙏🏻 🙏🏻
At deez >!GOOG!< if you don’t do it your >!nutz!<
Good time to stock up on $GOOG?
Just remember ALL CAPS when you spell the man name GOOG
GOOG/META calls and SPY poots. Which to close today..... hmmm
Bout time I’m in some real GOOG profit
You have to be down BAD if you're excited about GOOG being up 1% in pm
Anyone else load up on delicious GOOG?
That’ll make hyperscaler earnings boom. If data center compute buildouts will be constrained even more then existing compute will commmand even more of a premium. Maybe GOOG will be able to lean even more on GCP growth.
dems are good for the market right? GOOG pls go up :copium:
I have no more money to buy. Sold all my ETFs to pour into GOOG at $280.
The main winners from tonight: GOOG MSFT META NBIS anyone with existing compute capacity Losers: AI hardware
Market should go big green, not red. There is no uncertainty anymore. Probably war ended soon with new war power, gas prices & grocery prices drop. AI data centers both party support, not issue. $NVDA $GOOG $META $MSFT $SPY $QQQ all move high. See $AMD great earnings. $MU
did GOOG lose the midterms? LMAO
Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I'm not convinced...
Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I just don't see it...
GOOG is now down over 11% ytd. 😦