Reddit Posts
Somebody check on that guy who chucked 40 grand at way OTM GOOG calls
Who should replace Tesla as the newest member of the “Mag 7?”
Who’s ready to burn their life savings this week
Leaked Google emails & Strategy ($GOOG)
My first time with options. Can someone provide a bit of guidance?
Anyone get frustration with themselves not buy more Magnificent 7 ?
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
Tech market brings important development opportunities, AIGC is firmly top 1 in the current technology field
AIGC market brings important development opportunities, artificial intelligence technology has been developing
Google, Amazon, and Unity are among the tech companies implementing layoffs to start 2024
What are your preferred tools and methodologies for conducting thorough and comprehensive due diligence on stocks and markets?
What Company Do You Think Is Least Likely to be Doing “Insider Trading”?
Google - The AI Juggernaut Poised to Explode
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
Generative AI drives innovation：There will be more emerging growth opportunities in 2024
$151,880 Total Gains and only 2 losing trades in 2023
Google likely to layoff 30,000 employees post new AI innovation
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
To option or not to option, that is the question
$GOOG: Google DeepMind used a large language model to solve a previously unsolvable math problem
MFW I have OTM $GOOG calls and realize it's been trading in a 10% band for the last 6 months
Why is GOOG forward P/E so low and so much cheaper than the other FAANG?
Why Magnificent Seven stocks aren't really participating in the rally?
Alphabet $GOOG(L) shares up 6% following announcement of new Gemini AI model
$GOOG Releases Gemini as Answer to GPT 4 - Will this Shift the AI Race?
Please don't flame me. What is your take on $CRSR - Corsair Gaming?
Daylight robbery .Options losing half their value during the weekend
ChatGPT preys at Google $GOOG, $GOOGL search's dominance
Will TMUS VZ or T buyout LUMN or will private money?
Amazon Earnings: The Boomer Play that Could Print 🚀💰
Anyone ever notice these sites that list results "ahead" of earnings? Like GOOG, it throws me off.
QQQ is gonna tank -25% next week and we will crash into a depression. Nothing matters when 10-Yr yield is headed to 10% and we're gonna be in a stagflationary hell for the next decade.
IN THE LOOP! $EPAZ ZenaDrone, Inc. is showcasing ZD1000 in a series of demonstrations with the US Navy,
Any recommendations on nicely written and easy to consume company 10k
Most tech companies rapidly develop a new era of intelligent man-machine
WiMi Hologram Cloud（WIMI）develops its AIGC technical layout chasing the GPT-5 era
Building a value portfolio with no dividends for tax reasons
If you aren’t selling puts, or using the wheel strategy, you are missing out!
WiMi Hologram Cloud (WIMI) to speed up the creation of the AI ecosystem
Jim Cramer says the $GOOG $NVDA are going to the moon
Global trend of AIGC, WIMI Hologram Cloud（WIMI) to promote the cloud computing and AI industry
AI computing power requirements of GPT-4: WIMI accelerates the integration of AI and big mod
Should I cut my losses, drop the bag, and move on to something else?
Number of Alphabet shares outstanding last years
WiMi Hologram Cloud(WIMI) Developed Its AI Smart Office With 3D Collaborative Office
Mentions
I am. Last year I doubled my money on GOOG shares (177 -> 340). It's wild I hit a double investing in MAG7 shares... don't underestimate it.
Most likely you won’t receive any direct SpaceX shares. Alphabet will probably just hold or partially sell its stake, and the value should get reflected in GOOG/GOOGL price.
Do GOOG shareholders get a TPU for their home LLM?
Why would the IPO change anything? It is Google's investment, and if you have GOOG/GOOGL shares then you just get a small amount of indirect exposure. Just like it is today.
No its like an ETF holding shares. Berkshire owns stocks of so many companies including chunk of Apple but they wont "issue" them to their stockholders. Either it remains an investment or it gets sold for cash. I expect GOOG to exit SpaceX at some point. They are after all not Berkshire kind of companies. They make bets on startups as part of GOOG ventures and not as an investment. I agree with those who ask for these to be used for stock repurchase. GOOG wont be allowed to do any major acquistion and they anyway have cash for small ones.
All these hit pieces in MSFT provide support for my belief that MSFT is going through the same FUD period as GOOG and META before they shot up to new ATH
How would that strategy work with say $500k of GOOG?
Took all of my stashed cash and all of the COVID checks to purchase MSFT, GOOG, NVDA, AMZN etc. during the COVID drop....payed off huge. Still holding all but long play = good plays.
Sounds like you're still up 20k. I scalped some calls at open for decent money then gave it back going puts after that initial pump. Got lucky with some GOOG puts which saved my ass on the second pump. Realized I was marrying my conviction and walked the fuck away. My advice is to learn to recognize when you're going tilt and marrying your conviction. When you understand that about yourself, you'll get better at cutting your losses and keeping yourself from blowing up.
What’s the mechanism there? You need phosphodiesterase for ocular function somehow I presume? (I know I could GOOG that one too but I’m probably not gonna)
is GOOG gonna release a new model soon? because the current gemini pro is like dogshit compared to opus 4.6 or even chatgpt 5.4
I honestly think it's going to get worse. Iran has a stranglehold on the Strait, and Trump can't even walk away from this, he has to escalate to try and re-open it. I have \~350k in cash, but I'm not selling my current holdings (VTI + GOOG). I'm looking at MSFT if it keeps dipping further.
Yep, just worried of further pain. I have so many names that I've had for years - AAPL, NVDA, GOOG, FB, AMZN, etc... For me it's more of index funds. But thanks for your thoughts. I think I'll do my first tranche on Monday
I’m a bit younger than you but not much… What I do is, basically I invest a percentage of my “cash” based on what the current price / valuations are at… so when the market was at 7000, I was 60% in cash. The market went down about 9%, some companies (like GOOG, MSFT, etc.) were down 20% or so… during that time period, I put in about half of that cash, so now I’m at 30% cash. I built up positions in GOOG, MSFT, BRK.B, UI, RL, JPM, TSMC, ASML, etc… the biggest movements were into GOOG and MSFT. Now that the market is kind of irrationally high again in my mind, and with great uncertainty about Iran (I think people might be overly sanguine about it), I’m taking some back out - but maintaining almost the entirety of the positions in GOOG and MSFT, because I am loathe to sell them while they are low :) Anyway - long story short - I do it as a PROPORTION of my cash, and I do things pretty gradually… except when prices on GOOG went down 20%, I deployed cash pretty damn quickly.
GOOG is a dinosaur company that will be obsolete in 5-10 years
Just put $100k into VOO or a World ETF. $30k into MSFT, GOOG, or whichever large-cap stock you prefer right now. You can pick a couple of speculative plays with $20k—personally, I’d go with NIBIS and RKLB. Don’t overextend yourself in speculative high-beta stocks; you’ll end up panic-selling everything at the first correction
I picked up ASTS at 72, GOOG at 279, NVDA at 166, RKLB at 58, NBIS at 91, if it drops further i will continue to DCA. Strategy doesnt change regardless of the noise.
Spoken like a true GOOG bag holder
Nice, GOOG will go up on the IPO
I am a fan of my 40 GOOG and the other one shares; but one of my best performers is not them, it is my 240 NVDA shares; aside from options I think that 3000% is my best gaining stock of all time!
My 1000 GOOG shares approve this message!
Or you could get some diversified exposure by buying GOOG.
Well since the April 2025 tariff fiasco, in May I added MRVL, AMD, AMAT, NVDA, GOOG lowering my dollar cost average. During the Iranian debacle, I've laid rather low. However I did sell my XLC & XLY and bought AMZN @ 207, they're down 7+% ytd, and most analysts are forecasting the stock to be at 300-350 by the end of 2027. I'll settle for 250-275.
Any reason why you didn't jump in after Trump's tariff fiasco in April of last year started an obvious upward swing by mid-May? I bought MRVL, AMD, NVDA, PLTR, AMAT, GOOG. Even with the Iranian debacle, I'm still up quite a bit. Sometimes, you just have to say eff it, and take a shot. I recently sold my xlc and xly and added 300 shares of NVDA ($174), I believe it will be 275-325 by the end of 2027. Obviously, this could all backfire, but t-bills @ 3.5-3.75%? Short term CD @ 4.0-4.25%? I'll take my chances in quality companies with proven track records.
#TLDR --- Ticker: NVDA, AMZN, GOOG, ASML, SK Hynix Direction: Up 🚀 Prognosis: Go all-in on AI stocks. AI compute is completely sold out through 2026, old hardware contracts are *increasing* in price, and memory components are going parabolic. Michael Burry's Status: Confirmed Boomer (Dead Wrong) GPU Availability: Rarer than a rational thought on WallStreetBets
GOOG: Any new ideas, team? No? Well let’s just release a paper that fucks over our competitors then
NVDA and GOOG not going down without a fight
If I’m only long in stocks, I should just hold them and ignore the current events, right? Obviously it sucks to see everything red, but it will rebound eventually. Positions: GOOG VTI VXUS RKLB ASTS
"goog, msft, nvda, amzn," GOOG fine, NVDA fine but the other two meh. Too many people still running the playbook of just buy mega cap tech. Even before this started, you'd have done better in boring things than AMZN (currently up 33% over the last 5 years; MCD +36%, JNJ +49%, KO +44%) and MSFT (currently up 52% over the last 5 years, WM +76%, PM +78% and WMT +175%.) With Mag 7, IMO choose your best one or two ideas. So many people didn't want oil or metals when this year started, they've done very well (gold still up YTD despite volatility) and to me, the current state of things continues to make the case for owning real assets. I added mildly to some gold miners last week, which will be down today but were up huge over the last couple. Even in tech, there's been so many things that have outperformed mega caps this year - photonics/optics and despite recent declines, memory names. Power/"ai adjacent" related names still doing well, too - BE down 20% this month and still up 34% YTD. I own a good deal of AI/AI-adjacent stuff that I still like, I own a lot of real asset names/etfs and don't really want to add further to either. Have found an idea or two during this to add on dips (FTAI) and there's some fairly dull odds/ends in healthcare that are getting interesting. Have boosted commercial solar (further additions to NXT and one other new name.)
My invest plan on including amzn GOOG and MSFT is executed today. Not sure if it will take into account today’s drop
Daily price action is not triggered by any strong fundamentals. They are generally around how the overall market is perceived. There are too many catalysts at this point that could move any stock without change to fundamentals. That said META is 2nd least favorite Mag 7 for me. I would rather go for AMZN or GOOG. They will thrive beyond any short term trends.
It’d probably benefit many of you to stop predicting Trump’s next move. Things are fragile, so don’t go all in and you should be fine. You’re not gonna be able to time the bottom, so either step back until it’s all officially over or slowly DCA after proper DD on stocks that already appeal to you. If it’s not the current war, it could be China and Taiwan, could be tariffs, could be Greenland, could be anything. You’ll never have certainty, so just make purchases you’re happy with. To me, SOFI at $15 is a buy, GOOG at $275 is a buy, etc. If I timed the bottom, great. If not, I’ll DCA later.
Crazy two days for GOOG.
MSFT red while GOOG up 3% is diabolical.
Since when did GOOGL become more valuable than GOOG
Bought some GOOG calls monday, sold them way too early today. Not doing anything else. If it's war I'll give it a few days and buy whatever's deeply oversold then do the same. If it goes up I'm not shorting or chasing. This market's too stupid to hold any position more than a few days or weeks, too overvalued to think DCA is smart and too manipulated to short without insider info. I'm honestly not even surprised if it goes back to ATHs with the Strait still closed, inflation higher and oil never falling below 90-100.
GG to all GOOG dip buyers and call holders.
CHAT SUMMARIZE THIS THREAD . **🎭 Overall Sentiment** * Market feels “too calm” given global tensions. * Underlying belief: a big move (up or down) is coming soon. * But for now? Momentum > logic. **📈 Market Behavior** * Markets are pushing up despite major geopolitical uncertainty (Iran conflict, Strait concerns). * Volatility (VIX) is dropping while prices rise — which many see as *unnatural*. * Big tech (GOOG, META, MSFT) leading the move, with strong short-term gains.
GOOG up 2.5% on the week 😂
Holy fuck just like that in two days GOOG to 300.
This is insane GOOG 10% in one and a half days
Who else bought GOOG calls on Monday?
Bought a lotto GOOG 305c expiring tomorrow. Could it be ITM by tomorrow?
GOOG on track for two 5% back to back days on vibes. Amazing
Imagine not loading up on GOOG when it went down to 270
GOOG going to 300 from 270 in two days. Dumbass market
I missed the deepest part of the $GOOG dip, but fired off 90% of my bonus to grab 100 shares at 277. Have a little cash left, what else should be on the menu?
GOOG, I picked you up at lows holding at highs, dealing with your lows, up for long 📊
Buying GOOG calls at 270 was the easiest money in history. 20k by now
It’s no wonder people are fearing AI. Anymore I’m so lazy I just throw documents into and tell it to reformat it in the style of Shakespeare. The world(modern society) is doomed 100 years out but in the meantime, calls on GOOG.
OP, I know the news seems like it is always bad and there is a lot of it. HOWEVER, the reality is the United States is not even meeting the requirements of being in a recession right now, and we know that a recession can last decades. The only moves Ive made recently were I bought 50 SPY at 634 and 100 GOOG at 274. I won't buy options until the VIX is below 15 but I have CCs sold on most of my positions, which have a high chance of getting blown out.
Bought GOOG last week and waiting to see the next Rump pump & dump
MSFT is fine with the drops, but why not buy a more diversified range of 5 stocks in the tech sector; like 1k on: MSFT, AMZN, NVDA, WDC, GOOG, or something speculative that you research and pick on your own
never mind this GOOG music model is super shit suno is fine
holy shit GOOG now has a music model rip suno
For what reason? GOOG moved to the forefront of AI, Amazon uses their AI to break their website
If it helps, these losses are largely on META, GOOG, QCOM lol
I am a BerBol...a rare creature many believe does not exist. After the drops in some quality stocks over the past month (TSM,NVDA,GOOG), I finally picked some up today, even with a little bump, they were already 20% down plus, 5% ain't going to ruin it. I didn't make any gains with calls today, because I didn't trust any of the companies popping hard and didn't want to get stuck with shit. IONQ can be up 10% 1 minute and down 10% 15 minutes later. I bought some small put positions, but waited till end of day to grab them - that said, they are all small positions...but tomorrow will tell alot. BYND ended the day up 19% and puts were cheeeeeaaaap.
If GOOG could have 5 more +5% days that would be pretty cool
Some people have NVDA, MSFT, GOOG and AMZN and say they are diversified 😂
Let me put that into perspective for you I have 60.000 USD worth of US stocks now. I'm down 3.2% YTD after today's good day. If I were about to invest in one company, I would probably chose NVDA, MSFT, AMZN or GOOG. Those are down way more than 3.2% YTD, even as much as 23% for MSFT. Diversification is still a key. If you were really diversified, you'd have oil companies, like KMI, Chevron etc. Those gone up actually.
Feel very regarded selling my GOOG calls for only 100% gain at $281
TLDR: Have fun gambling for sure. But don’t bet your future on timing the market. Especially with public knowledge and individual stock picking. I knew millionaire who got out after 2008 and are now broke. Same goes for 2020 and even April of 2024 who lost quite a bit because the sky was falling. There are always outliers for sure. Like in options, some people are overall profitable but most are not. Then you will have people that just get lucky. It’s happened to me and I was brilliant. Then of course the opposite eventually happened. As an example, no one could predict after MSFT and META earnings that all of sudden the market decides to hate on software. GOOG was dead what 1-2 years ago and had that deep seek moment, then out of the blue they are the future again. Now memory is out (for now) because GOOG said we can compress memory. Humana and United Health Care are other examples in a different sector. All of sudden they are shitty. These are always unpredictable events. Enron, Cisco, and the list goes on. Sure it sounds smart now, should I buy MSFT or META? Well shit yeah you should if you’re lucky enough. But to say no because of a random defense briefing om a Tuesday is well stupid. Certainly even myself was able to sell all my bonds after COVID but before Powell finally said we are going to normalize rates from 0 percent. Didn’t time the exit or entry absolute perfect but that was a telegraphed play which is so very rare. Rarely is anything so telegraphed and the people that pay attention can mitigate losses. Maybe I am just an unlucky guy for 35 years. Once I won $250K on a stock in 1999, when we were questioning if the internet would live. I was brilliant dashing in and out of AMZN occasionally for a $10K day. But eventually the reaper will come for most folks. Especially once you start playing with larger numbers. Gamble and have fun, full support. But don’t bet your future on picking individual stocks and timing the market. Especially on news that everyone has access too. Seriously, we are a bunch of monkeys on Reddit giving opinions like assholes. Play the long game for wealth building. I do stand by my original statement that I wish OP luck but his analysis is dumb and fear mongering. Just to continue on everyone talking about $100 oil and OMG. Well look at the oil chart between 2011 and 2014 when it was routinely above $100. If anyone thinks they can outsmart the market because of a public news briefing then that is probably the exact opposite advice you want to listen to. To be clear I understand the allure when you are trying to build up but there are just too many instances and examples time and time again where this strategy fails miserably. Have your gamble money but most importantly have your long term plan. You’ll thank yourself in 20-25 years and definitely 30. Believe me 55-60 isn’t that FN old and it goes by quickly in retrospect. Sucks if you gambled everything along the way trying to outsmart the market like to many folks I know. As always best of luck to all.
Managed to fill up on puts at the exact top. Cheers, Bull friends! Sold my GOOG calls a bit too early though, but money is money I guess.
GOOG, TSM and NVDA before/during/after the war.
GOOG is green??? Shit this might really be the end
I don’t mind sharing a few holdings. I’m in the market for the long haul so I am a buy and hold investor for sure. I believe time in the market is better for me at least than timing the market and so far so good. AAPL, BRKB, MSFT, JPM, GOOG (Now Alphabet), and T.
I guess if you want to look at it like selling $50,000 AMZN and buying $50,000 GOOG, you do you. Both are 25% down from all time highs and generally move in the same direction. Diversification into equally volatile assets isn't solving the core issue which is the $100,000 is invested in mag7 volatility which is in turn heavily weighted US large cap.
Bought 100 shares GOOG this morning at 277
That paper is over a year old and is bullshit. GOOG definitely dropped it on purpose again now and given the overall market, they caused a massive selloff but that’s no news and still just theory crafting
Ah shit I didn't know about that. If Google really managed to pull that off then I'd be better off selling MU and buying more GOOG instead.
It depends on your goals and investment thesis. I invest in GOOG on its own so I can weight my overall portfolio relative to other tech stocks in the index. Lots of people do 5/10% in precious metals like GLD and SLV.
I'm holding mostly VTI and sold GOOG at $325 which was a massive holding of mine. I'm doin good
Amazon was supposed to pump this year like GOOG did last year
GOOG and maybe AVGO. I also hear MSFT is tempting, but there is concern about their capex on AI data infrastructure.
I ain't buying shit until I see some upticks for a sustained run. If I don't get in at the absolute bottom, so be it. If I miss a few points while a stock is going up, so be it. Besides, I don't care if you graduated from Harvard Business School, Wharton or Stanford Business School, with this current Iranian debacle showing no immediate signs of letting up, nobody can forecast the bottom. Currently looking to add more shares to my ORCL, MRVL, GOOG and PANW. Not quite yet.
Right now, I'm not buying yet, I'm trimming slightly but mainly holding. I'm about 40% or so in safer equities. I had Claude Code churn for half an hour doing research, maybe someone else finds this helpful. This is the chapter analysing current situation and most likely scenarios (bear/bull/base): ## PART 3: THE THREE SCENARIOS ### BEAR CASE (20% probability) **What happens**: April 6 deadline passes without a deal. Trump follows through on threats and strikes Iran's energy infrastructure. Iran retaliates by escalating Strait closure, activating Hezbollah and Houthis more aggressively, and potentially striking US military bases or allied oil facilities in the Gulf. The conflict drags into 2027. Oil hits $150-200/barrel. **Market impact**: - S&P 500 enters bear market territory (-20%+ from highs), bottoming around 4,600-4,800 - Full recession in H2 2026 (unemployment rises above 5%) - Fed forced to choose between cutting rates (to save economy) and hiking (to fight inflation) — likely freezes, worst of both worlds - Tech/AI stocks drop another 15-25% from current levels as consumer spending collapses and energy costs eat into data center profitability - Gold potentially retests and exceeds $5,279 high, silver could hit $90+ - Energy stocks and defense stocks surge further - Tanker rates stay at record levels indefinitely **What this means for your AI positions**: NVDA, GOOG, AMD, TSM all take another major leg down. BUT — and this is crucial — the underlying businesses don't break. AI demand is enterprise/government, not consumer. The capex commitments from Meta ($27B Nebius deal), Microsoft, etc. don't get cancelled because oil is $150. The stocks just get cheaper while the businesses keep growing. This is the "painful but ultimately an opportunity" scenario for a long-term AI bull. **What triggers this**: Trump following through on April 6 threats. Iran launching a major retaliatory strike. Houthi blockade of Bab al-Mandeb. Chinese intervention on Iran's side. --- ### BULL CASE (25% probability) **What happens**: Pakistan-mediated talks produce a framework by mid-April. Iran agrees to reopen Strait of Hormuz in exchange for a ceasefire, partial sanctions relief, and face-saving concessions. Both sides claim victory. Hormuz partially reopens within weeks, fully by June. Oil drops back to $75-85 by summer. **Market impact**: - S&P 500 rips 10-15% higher in weeks (massive short-covering rally) - Nasdaq and tech lead the recovery — they always bounce hardest from oversold conditions - AI stocks could recover most or all of their war losses within 2-3 months - Gold/silver sell off 15-20% (safe haven trade unwinds) - Tanker stocks (STNG) crash 30-40% as rates normalize - Defense stocks give back some gains but retain elevated spending levels (European rearmament is structural) - The "AI bubble is over" narrative dies — everyone remembers the AI buildout is real **What this means for your AI positions**: NVDA back toward $200+, GOOG toward $300+, AMD toward $230+. The beaten-down stocks bounce hardest. This is the scenario where you kick yourself for selling too much at the bottom. NBIS, PLTR, and other high-beta names could rally 30-50%. **What triggers this**: Iran's government, under severe economic and military pressure, accepts a face-saving deal. Trump needs a "win" before the political cost of oil prices gets too high. Both sides have incentive to find an off-ramp. Pakistan/Turkey/Egypt provide diplomatic cover. --- ### MOST LIKELY CASE (55% probability) **What happens**: A prolonged, messy, inconsistent de-escalation over 2-4 months. Here's how it plays out: 1. **April 6 deadline gets extended AGAIN** (most likely). Trump has already extended twice. He doesn't actually want to bomb power plants — the humanitarian optics are terrible and it would guarantee Iranian escalation. He's using the threat as leverage. 2. **Strait of Hormuz partially reopens** through a combination of Iran's "tollbooth" system expanding (more countries get access) and quiet diplomatic agreements. Oil doesn't drop to pre-war levels but gradually declines from $115 to $85-95 by June/July as supply partially normalizes. 3. **No formal peace deal, but an informal ceasefire** emerges by late May/June. Air strikes taper off. Iran saves face by claiming it defended itself. Trump claims he destroyed Iran's nuclear program (partially true). Neither side achieves maximum goals. 4. **The economy avoids recession** but growth slows. GDP growth drops from ~2.5% to ~1.5-2.0%. Unemployment drifts up slightly. Inflation bumps to 3.5-4% temporarily but doesn't become embedded because the Fed holds firm and energy prices gradually decline. 5. **Markets grind back slowly**. Not the V-shaped recovery of the bull case, but a steady climb back. S&P 500 reaches new highs by Q4 2026 or Q1 2027. **What this means for your AI positions**: - **Near-term (April-May)**: Continued volatility. Stocks trade on headlines, not fundamentals. Every Trump tweet moves markets 1-2%. AI stocks stay choppy but stop making new lows. - **Medium-term (June-August)**: As oil gradually drops and Hormuz partially reopens, the "stagflation" narrative fades. Tech/AI starts to outperform again as the market remembers these companies are growing 30-200% per year. - **Longer-term (Q4 2026)**: AI capex cycle is intact. Meta, Microsoft, Google, Amazon are not cancelling their AI buildout plans over a temporary oil shock. NVDA, ASML, MU, AMD all re-rate higher as the war fog clears. Your positions recover. **Key supporting evidence for this scenario**: - CNN analysis (March 27): "The dynamics suggest the war is likely to end with a whimper not a bang" - Bloomberg (March 25): "Markets bracing for Iran war shock are ignoring resilient US economy" - Analyst consensus: 25% chance ends by May, 45% settles fall 2026, 35% extends into 2027 - Historical pattern: Average correction recovers in ~4 months once it bottoms. Average war-related selloff recovers within 6-12 months. - Trump is transactional — he wants a deal, not a prolonged war. The economic cost to his base (gas prices) is a political liability.
Buy list: AMD UUUU CRML ASML ASMI BESI (maybe) GOOG MT Am I regardi?
After my SQQQ fiasco last year I had a +50% H2 to pull from 28% behind the S&P to 2.5%, but all those winners (GOOG, PL, Kraken) are kicking my ass this month.
I’d start buying MSFT if it had any future. But truth is that it has nothing else to offer compared to AAPL AMZN and GOOG
Im betting on chaos rn GLDM, PBDC, BWET, XOP. Christmas wishlist which I will rotate into when the dust clears: META, MU, TSLA, GOOG, AMZN, NVDA. I figure thats atleast a week away though probably more.
Can GOOG hit 280 today?
Thoughts on GOOG $420c Jun ‘27s?
feels like for $420 it wasn't worth selling a GOOG May 15 305 Call :(
Both along with GOOG were the biggest losers in the market last week; they dragged the indices down. The rest of MAG7 wasn't as bad and the rest of SPY was fairly nominal. On the long side, I'm not interested in comparing losers until they find a bottom which for Meta might be $450-480, likely after a bounce and for MSFT maybe $350 though likely $300 later in the year. It's a midterm year and seasonality has them bottoming in Sept/Oct for a turn around starting November. Both will be major players in the future, but I would only do short term trades until fall.
It's not MSFT that you should hold long, but GOOG, APPL, and SPACEX.
META is dirt cheap at 17x forward P/E with 25-30% earnings growth. Watch for 500, anything in the 400s is probably free money. Price targets on the street near 900. MSFT is getting there, watch for 330. Currently at lowest valuation in 10 years with 15%+ earnings growth. Price targets on the street well above 500. If you're not trying to time the bottom, it's already a very attractive risk/reward for both. Also, both pay a dividend to baghold unlike other Mag 7 stocks. I prefer GOOG as a company, but it's become overvalued short term.
How is war affecting MSFT, META, or GOOG bottom line. They can’t even reasonably use it as a scapegoat
You think grok won’t tell you to invest in GOOG
Post redacted with AI because English is not my primary language. MSFT employee here. About 20% of my net worth is in MSFT, so take this with a grain of salt. I’m not worried. Recently we started using an internal coding tool that uses the latest Claude Opus model from Anthropic. The first time I saw it in action, my immediate thought was: okay… this might actually take my job. You know the narrative over the past couple of years that AI will replace developers — but then you try the tools yourself and realize they’re not quite there yet? This felt different. It can actually solve non-trivial problems on its own. It still needs some steering (it’s not fully autonomous) but the tool is very well engineered. My only hope is that the company doesn’t clutter it with unnecessary features, which we have a tendency to do with some products. I’m not saying this tool will drive the stock up. What I’m saying is that AI is already at a very capable stage and it’s only going to improve. Anthropic will release better models, OpenAI will release better models, and Microsoft remains one of the main infrastructure providers for businesses adopting them. I think some companies are still a bit skeptical about AI because Copilot v1 didn’t fully live up to expectations. I felt the same. But after seeing what the newer generation of tools can do, I’m pretty confident that MSFT, AMZN, GOOG, and the other major players will be just fine.