GOOG

eireniconic

oh for sure. you can kinda smell the desperation though. these IPOs are gigantic. there's a reason everybody are all IPOing all once, and why GOOG jumped the line on the 80b. you don't want be the last in line to feed from the AI slopbucket

soon2beabae

META and GOOG are moneyprinting machines. Did they already burn through all the self-printed money? Raising capital this way seems far more expensive then to just use the spare cash you’ve amassed over the years.

minimalist_reply

This is not true at all. They aren't the most profitable (Apple is right over there you guys), but GOOG has plenty of green quarters. Pretty certain their recent dips into red are almost purely Debt plays and annual investment decisions. They had 120+ Billion revenue in Q1 2026.

callsonreddit

lol GOOG ain't fucking around Alphabet upsizes equity offering to US$85 bil for AI spending [https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html](https://sg.finance.yahoo.com/news/alphabet-upsizes-equity-offering-us-072234787.html)

fenton7

When Megacap stocks get hot everyone does indeed get rich, for awhile, since every retail puke holds NVDA, AAPL, GOOG, etc... Usually ends badly. They keep buying and eventually there's a giant tech wreck. Today is a sneak preview.

Legendary-Lemon

So we are in an era in which multi trillion dollar companies like META and GOOG need dilution to make ends meet to buy shovels from NVDA, MU or AMD. And it has been like 2 year’s max. Next year what then? If they do not start profiting massively from AI then do we do another round of dilutions? Until when? What the fuck is this clown ass market.

Defiant-Nerve7481

Didnt Greg Abel just buy another 10B in GOOG?

George_1977

There were a lot of things brewing that needed to be priced in...equity markets had been ignoring high oil prices, higher bond yields...market pricing in a more hawkish Fed after jobs report...semi stocks having gone vertical in the past couple of months (AVGO, MRVL, INTC, AMD, MU, SNDK, etc.) and needed to correct a bit...GOOG/META raising capital via share sales...upcoming IPOs including SpaceX driving selling to free up capital...typical equity market softness in mid-term years due to greater uncertainty, etc. The good news is that earnings and earnings growth remain robust, so I feel this is a good buying opportunity for patient investors.

Icy-Tea-2954

GOOG and Treasuries saved me from a margin call

mend0k

Yes that makes sense. But to me that just means they’re going to throw even more money at tech, particularly space stocks that provides solutions for datacenters in space. And that’s from someone who wasn’t in this tech rally apart from being in it via index funds. But again, I believe your thesis with shipping is on point, just not the catalyst for a full blown bubble pop. IMO the bubble will pop when they achieve their goals of data center in space and AI is everywhere, and after the crash, buying the frontier LLM providers will be like buying AMZN, GOOG, etc.. in the early 2000s, after the .com bubble, when those companies became profitable. Because remember these AI companies are not profitable yet.. they’re spending $$ developing themselves to be ingrained into every company. But once that’s done.. they’re going to make millionaires.

SpongEWorTHiebOb

What also gets lost is that GOOG issued $35 Billion in bonds recently. With rates rising this may trigger a wide sell off in the hyper scalers and semis.

Singularity-42

Well it's about 1.7M in size, so this is not that crazy. But a lots of AI and semis. My 1000 GOOG shares held decently tho

Shoddy_Ad7511

I own GOOG. My biggest single position. Doesn’t mean I agree with this stupid dilution move.

NerdSlamPo

total damage: only lost $600 this week after being very up and today very down. Just sold some shorter term volatile stocks and bought $10k of META and GOOG at today's bottom. Trump meeting with Zuck and Google leadership this next week (probably to also pump Space X). Red for the foreseeable future, but I like these prices one year out. Long hold.

Upper-Listen-644

!banbet GOOG 375 5d

_hopkins

et tu GOOG?

Spac55

$GOOG make revenue 400 Billion a year How much SpaceX revenue ? Not even 5 Billion net income yet ? Check how much revenue of $META $NVDA $MSFT

cultoftheclave

GOOG can get out from under their spacex contract a lot easier than SpaceX can sell off data centers, this is bag holder insurance

fish_

i rotated what’s left of my port into GOOG

NerdSlamPo

So silly to sell off META or GOOG right now. I get the META issue with dilution, but crazy immediate overreaction from algorithms imo

Ozqi

Let’s take a moment to thank AVGO for fucking up their earnings call by reporting the wrong Q2 numbers causing the algos to insta dump everything. Then let’s thank GOOG for tipping the entire tech market over with their dilution. Then let’s all cry.

stuntondeezh0es

On the big dump day, META decides to copy the GOOG playbook and dilute. Somehow, bols will still say this is bullish

Skilledthunder

META, GOOG, and AMZN all dumped at the same time. Some big holders apparently selling off i guess??

caughtinthought

money is just being sucked out of all the scammy shit. Look at AMZ/GOOG/BRK they are all fine today

Ameri0425

It's going to GOOG, our lighthouse in this sea of red

mneymaker

Seeing $GOOG ABSOLUTELY FLAT is the craziest thing I have witnessed today ngl

JonRadian

AAPL and GOOG pillars of my portfolio

refrigeratorsHD

Just full port GOOG at this point

CriticalAnybody6686

Don’t worry guys!! I sold my GOOG, LRCX, and ASTS it’s starting to V. My sacrifice for all yall

LumpyShock9656

GOOG is such a monster. Holding off way better than the index and holding my port up

booobReviewer

MSFT, and GOOG are a strong foundation. The problem is the tail: SNAP, NIO, DKNG are basically speculative bets that haven't worked. DKNG could still pay off long-term if they reach profitability (they're close), but SNAP has structural ad revenue problems and NIO faces existential risk from EU tariffs and BYD's price war. A clean move would be cutting SNAP and NIO (take the tax loss if anything) and sizing up in your winners or adding something like VOO. Makes your portfolio simpler and removes the emotional drag.

Vind2

I would dispute that TTD has a strong position in CTV. TTD’s bread and butter is display ads in the open internet (outside META & GOOG’s walled gardens), a market that is now in secular decline as marketing budgets move to CTV, and AI search decreases traffic to the open internet.

aeneas2112

!banbet GOOG 750 200d

pekebooo

GOOG & META free money accept it or lose it

TastyTrading

I would suggest selling options. It’s easier to maintain good win rate. I use ThetaPal website to find solid options I want to sell on their IV lead board. I always filter to high volume stocks and trade blue chips only. Caught GOOG and MU recently on their scanner

Short-Dependent7676

GOOG out here forming valleys

Short-Dependent7676

I need GOOG at $400 by tomorrow

BarryBurkman

GOOG was showing bull flag for a while. I bought some September calls.

Fhyzikz

In theory, MSFT and a lot of other software should have a massive bounce tomorrow based on these charts. I called GOOG today. Going for 2.

Separate_Fold5168

GOOG 1 day chart looking like an ICBM headed for my portfolio

Due_Marsupial_969

I held it when it seemed to be just me and that weirdo Bill Ackerman on team GOOG. I literally googled every few weeks to read why redditors hold the stock. I did this in order to feel less stupid, but found mostly opinions on why Google is slaughtered by chatgpt or whatever the fuck they're called now. Google dies because they're the Gemco of computing. I finally sold all at 195 because every damn time Trump did something stupid, the Europeans drag Google or Chrome to court to extort a fine. Guess who's stupid, now?

option-trader

Hold all the current AI winners. They'll win even more by this time next year. Heck, GOOG decided that they need $80B more, and that's going to the pockets of the entire chain from building materials up to AVGO.

SteakEater137

Just the nature of the market now. Almost all stocks in a sector take a beating if one of them does. Same reason MSFT got punished for GOOG diluting

NerdSlamPo

GOOG obvious play. You can also donate to my GoFundMe to support my own GOOG stock fund if you would like.

DICK_STUCK_IN_COW

Just park it in GOOG or MSFT if you can’t decide

floridabeach9

canary in the coal mine? or do chips/ai rebound? crazy whipsaw day across the board, some down 10% clawed back to break even, MU still down big, NVDA GOOG up big,

DufflebagJoe

GOOG has been buttfucking me lately except today.

fish_

rate my port: NBIS GOOG MX NOK

tydiggityy

So what's GOOG doing tomorrow by close?

Taiyoken

GOOG refuses $370, rip

QPRCHOC

GOOG easiest dip-buying opportunity ever.

DufflebagJoe

Still need GOOG to go +$18.00 just to break even lol

Samjabr

stupid GOOG, where are you going

StocksStormTrooper

GOOG will fall after Cathie Wood and Berkshire buying gets exhausted

spicykimchi_inmybutt

come on GOOG bust through 370

Thisispaartaaa

Yeah, It would have been such a shame to have invested in GOOG, or MSFT, or AMD, or NVDA, or AAPL....I could do this all day....during the dot com "bubble"...such a shame, I feel so bad for those people, all that money made, poor bastards.

aka_crashoverride

Wow, I really slept on GOOG, looking like it has legs.

AppealLate

Stock market is never safe. My recommendation would be GOOG for steady stable growth and INTC has chances of going 1.5-2x as they are still undervalued.

everySmell9000

I agree. Based on earnings (and earnings growth) NVDA looks like a value stock at this point. And MU trades at a low fwd P/E. GOOG ceo said it best: the risk of under investing is far greater than the risk of over investing. Capex super cycle will continue for years to come.

_hopkins

I guess GOOG declared war on puts?

spicykimchi_inmybutt

if GOOG goes to 380 by eod i’ll bust

Separate-Rough-8083

Had to limit the AVGO shit show from yesterday, GOOG, BB, MU, AMD for recovery

spicykimchi_inmybutt

GOOG remembering he’s him

Thisispaartaaa

So that 4.5% dip on GOOG yesterday was a buying opportunity? who would have thought

ryzetard

do i want AVGO leap calls or GOOG

teh_herper

FUCKKK should've picked up those MRVL 420 and GOOG 400 december calls...

shanked5iron

many thanks to the ber that bought the GOOG 347.5p from me yesterday

Fhyzikz

I hope you guys bought GOOG calls yesterday when I told you the magic lines were screaming to do so

DaGOAT00000

I knew you wouldn’t let me down GOOG

Responsible_Date_801

GOOG carrying

Sea_Pen_3150

GOOG!!!

chauhan_shubham

We flyin cuz my boy GOOG never disappoints!!

leakybiscuit

GOOG and META look at em go 🤴

SpruceJuice5

All this red and then GOOG is green lol

hv876

LOL. Nadella saw GOOG equity raise and wants to do the same. Good luck, gentlemen

SPAC_Enthusiast

GOOG sittin there with its cock out

Worried_Quarter469

MSFT, AMZN, AAPL, GOOG green maybe META later also

explorer_of_random

The year is 2036. GOOG turns into GOOGQ after bankruptcy. This regard still found a way to lose. Everyone who inversed him became billionaires.

Comfortable_Wall8127

GOOG is up

sylphvanas

Feel terrible about selling my WMT calls but these SOXL puts and GOOG calls I bought yesterday made have redeemed themselves 🤑

zin3d

I'm not even worried I hold shares in the greatest company in the world that is GOOG

chauhan_shubham

Hopium GOOG will jump 4% today.

aniote

Split 90% of your life savings between TSM and GOOG, hold 10 years, I'll only ask for 1% of your gains or an evening with your wife as a thank you

TopCut237

Op you're looking for future gains, not "froth". Markets balance by mixing millions of bullish and bearish sentiments. In extreme growth, sometimes you see the sheer scale break people's risk appetite with MU. That time has passed. NVIDIA is barely 15% ahead of last summer, the recent peaks for GOOG are cooling back down, and "enshitification" has followed this month because there is no compute OR energy capacity. If you NEED the money, I don't think the upside is what you're likely thinking it is, even if the shares do well. Look at who can apply AI to the real world, and you'll see a bunch of companies people hate right now. But the new technology means there's an outside chance moats get filled in quickly. If you're really looking for a smart mid-term play, Gold is still a good one. Western and Japanese debt is now choking those countries ' ability to spend on anything other than debt interest. China is strategically moving away from US bonds. Gold is becoming a more substantial reserve for major economies and on the Chinese example, there's still a lot of USD to be swapped for gold in future. It won't triple overnight, but it's got a lot of momentum for significant growth and is deeply unlikely to collapse. All that said, if there was a risk free way of getting rich tomorrow the whole world would have yachts.

Master__of__Puppets

I am a massive GOOG bull, been buying consistently since 2020 and its 80% of my portfolio. That being said, 10x is ridiculous as that would mean a market cap of about 45 trillion

IAmAGuy

For every post like this I double down on an APPL, AMZN, AVGO, GOOG, MSFT, NVDA, ORCL..hell I’ll buy NOK.

PrestigiousAccess765

What‘s your thesis behind Marvell? I hold MU, NVDA, AMD, GOOG, META. But I sold SNDK because I 4700% run in a year is enough for me to take profits. Although AI buildout will go on over decadee it doesn‘t mean that SNDK will rocket over decades. A lot of companies will push into that market to provide supply

Thy_Gap_Slayer

M already balls deep in GOOG and aapl… but honestly it’s not a lot of depth.

callsonreddit

Cycle peaking but GOOG raising 80B?

14X8000m

VDY / GOOG both long-term. Short term? Keel, Hive, RKLB but I'd wait for RKLB to retrace a bit more. $90 is a good entry.

Low_Plastic363

GOOG can stop bleeding though.

Crazy_Donkies

!banbet bears touching themselves to some AI companies being red and thinking this is the end, meanwhile GOOG and every other company is increasing investments.

pineapplekiwipen

this is not the peak ai bubble yet but it's getting scary how slowly but surely it's starting to resemble the dotcom bubble with these insane ipos this year and also GOOG raise

WorkingGuy99percent

So true. I just heard the CNBC analysts talking like the high is had and nothing but huge stock losses ahead today. And yesterday they were discussing how this upward momentum could go on for a long time. Everyone needs to stop overreacting to a one day move and stop with the emotion. It’s a bit of a tightening and consolidation and positioning. It will happen many times the rest of this year and into the next. Spending is still going up on AI buildout…more earnings beat in a lot of company’s earnings ahead…at least thru 2027 if GOOG, AMZN, MSFT, META, and maybe if AAPL starts too, are to be believed. I did sell a little going up, and now have some cash to buy something that may go a bit down. Keep your ears out for another sector/market that is going to have some shortages, buy into that, sell when it rockets or hold because those sectors and markets are going to reap further rewards. I have been trying to find what may be next. Been increasing MSFT, META, AMZN, and opened a 140 share position in CRWV for data center use. Had 65 shares of GLW for about $9 cuz I had that since 2009 or so. Sold 5 shares of that almost at $200. One new thing I found, because of GLW gains and talks of fiber optics, was the EUV etf. Bought about 100 shares and will be adding more if I see dips. Err…shit….I mean stonks go up!

fish_

ok GOOG

Fhyzikz

Wen V for GOOG

StocksStormTrooper

everthing is dropping but GOOG is barely affected 🚀🚀🚀

Lihuman

NVDIA looks fairly valued to me, I don’t believe in Amazon’s outlook, GOOG just announced dilution of shares. None of these look like an easy buy…

sylphvanas

AMZN AAPL and NFLX green AH but my GOOG calls looking cooked

BeyondtheWrap

But Google has multiple stocks. Why GOOGL over GOOG?