Reddit Posts
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
Looking to invest in individual stocks or sector ETFs for 3-5 years then re-invest that into a mutual fund. What taxes/penalties do I pay when I do that conversion/reinvesting?
Mentions
I bought AVGO before split, no idea it would nearly double. Still holding, liked the dividend at first. I have just been playing splits, AMZN, GOOG and CMG. Otherwise, I do ETF's.
Looks like GOOG is going to skyrocket then!
It’s kind of a wild moment in time when people buy dogshit fat whitr alpha TSLA at 70x on robotaxi hopes and dreams but sell skinny ethnic beta GOOG at 20x with currently active robotaxi services.
This is not a good play 1. Intel doesn't have a competitive GPU in its pipeline. 2. Intel's data center will be impacted when major companies come up with their own chips like AMZN and GOOG 3. Intel has tough competition from AMD for client. 4. Intel foundry is no where close to TSMC. This can be a good play only when china invades taiwan
GOOG trades like a penny stock. One penny at a time.
Now try GOOG, NFLX, AMZN, NVDA, META, and others who all have large DEI efforts (even still). You’ve cherry picked a couple of companies that have had struggles for unrelated reasons and declared it’s due to DEI lmao.
Depends where you source the info, but it's common to report market cap for one share class as the combined market cap. For example, https://finance.yahoo.com/quote/GOOG/ and https://finance.yahoo.com/quote/GOOGL/ both say the same market cap.
AMD and GOOG stock prices are same!
Thank you. So far Oracle has been the only major company who has openly confirmed that they were going to use SMRs for their new data centers. Google CEO announced yesterday that they were considering nuclear and Amazon hired a team a month ago to explore SMRs as an option. GOOG [https://www.datacenterdynamics.com/en/news/google-ceo-were-working-on-1gw-data-centers-seeing-money-going-into-smrs/](https://www.datacenterdynamics.com/en/news/google-ceo-were-working-on-1gw-data-centers-seeing-money-going-into-smrs/) [https://asia.nikkei.com/Editor-s-Picks/Interview/Google-considers-sourcing-from-nuclear-power-plants-says-CEO-Pichai](https://asia.nikkei.com/Editor-s-Picks/Interview/Google-considers-sourcing-from-nuclear-power-plants-says-CEO-Pichai) AMZN [https://www.datacenterdynamics.com/en/news/aws-hiring-for-data-center-principal-nuclear-engineer-to-evaluate-smrs-and-nuclear-fuel-strategy-roadmaps/](https://www.datacenterdynamics.com/en/news/aws-hiring-for-data-center-principal-nuclear-engineer-to-evaluate-smrs-and-nuclear-fuel-strategy-roadmaps/) Regarding their financials, they have over +$100M in cash and their burn rate is very low. This is obviously a speculative play in which the company has to prove they are able to deliver in the data center business and strike +$2B deals for their SMRs. If they can the stock can easily 10x, if they can't, right now the stock is overvalued by 50-60%. So far they have been able to strike smaller deals but a big part of their current valuation (as you mentioned from $7 to $12 in a few weeks) is riding on the idea that they will be a player in powering the AI race.
30mins until GOOG goes back to 167 because it's regarded
Unemployment numbers can't be too bad My NVDA and GOOG are sky high while my TLT is getting fucked into oblivion ![img](emote|t5_2th52|31225)
GOOG and AMZN are kinda cheap. And PLTR after a freaking pullback
META and GOOG obvoisly. Especially after Tiktok gets banned
META got the tech for the future bro. AAPL and GOOG running scared about the new glasses and the open source AI
$GOOG will seem so obvious in 10 years
Just would chuck it in either MSFT / NVDIA / GOOG to be safe and probably double my money
Suddenly I don't feel so good for switching GOOG & NVDA for RKLB ![img](emote|t5_2th52|4260)
Bought 50 shares of Nvidia @ $15. My third ever stock purchase…obviously this wasn’t much even when it boomed but for a newbie like me it was about 50% of my portfolio even if it wasn’t a large portfolio. First and second ever stock purchases were GOOG (used to work there so RSUs) and AAPL. Fourth ever purchase was META. Basically I started investing in a bull market 😅
GOOG is almost 20% of my portfolio, maybe b/c I'm an idiot
GOOG signing up for nuc;ear power $APLD contract is w $GOOG also Announcement any day..Will tell everyone I told u so
did your wife tell you this after doing it with GOOG? or did you do it?
GOOG and TSM, each around 30% of my portfolio.
[here’s 50 years of $500 a month invested at 6%](https://www.aarp.org/money/investing/investment_return_calculator/?cmp=KNC-DSO-COR-Core-Money-NonBrand-Phrase-30830-GOOG-MONY-InvestmentReturnsCalculator-Phrase-NonBrand&gad_source=1&gbraid=0AAAAAD5P0D88JjSLeJgeutX1yAX_azB8m&gclid=EAIaIQobChMIyovD0rjxiAMVhCCtBh2phRqlEAAYASAAEgJJUPD_BwE&gclsrc=aw.ds) [here’s $100k with no additional, for 50 years at 6%](https://www.aarp.org/money/investing/investment_return_calculator/?cmp=KNC-DSO-COR-Core-Money-NonBrand-Phrase-30830-GOOG-MONY-InvestmentReturnsCalculator-Phrase-NonBrand&gad_source=1&gbraid=0AAAAAD5P0D88JjSLeJgeutX1yAX_azB8m&gclid=EAIaIQobChMIyovD0rjxiAMVhCCtBh2phRqlEAAYASAAEgJJUPD_BwE&gclsrc=aw.ds) So yeah eventually the $500 can be better, but it can take a really long while.
If you look at the largest US companies by market cap there are 3 companies with 3.4T - 2.9T (APPL, MSFT, NVDA) and 2 more with 2.0T - 1.9T (GOOG, AMZN). I doubt AMZN will make it to #1. I own stock in all of 5 of them.
Tell that to AWS, META, MSFT and GOOG/GOOGL. They are using AI, building AI and buying chips like mad. Also ORCL, PLTR, etc.
$GOOG GANG ![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)
Took an extra L compared to GOOG
Why does GOOGL trade lower than GOOG then?
GOOG is just a giant piece of shit isn't it.
GOOG is a long hold, I don’t watch day to day movements
SPY has more movement than GOOG 😂😂
Which tech giant of today is the AOL of tomorrow? Probably META. Maybe GOOG.
Went to church yesterday and the pastor did a full sermon on GOOG and TLT calls ![img](emote|t5_2th52|4276)
Of course I paperhand GOOG. Fuck me
AAPL bulls really done goofed. Bought the most overpriced trash out the whole S&P let alone Mag7. MSFT GOOG calls for earnings. They have good AI ROI potential. AAPL has fucking AI generated Memojis ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4267)
Great post. I think you have hit on a number of interesting points. PE/banks unrealized loss/etc. However, these points don’t necessarily correlate to a bubble burst or market correction. 2008 was mostly due to compiled sub-investment grade mortgages. I do think some companies are overvalued but their revenue continues to grow. So there might be some correction in NVDA or GOOG let’s say, but that won’t cause the market to completely crash. Traders took gains today, but it doesn’t mean they won’t reinvest tomorrow. I’m all for doom and gloom, and while you have compelling points, they don’t necessarily connect with each other. Let’s see how it all plays out!
Sold a 150 11/1 GOOG call at the morning peak and re-entered 2x 165 for 11/15 after it dumped. Thinking today is fake price action. We'll see, I'm usually incredibly wrong, this is the first year I've had positive YTD gains.
Hey GOOG i take back what i said about you 5 minutes ago. Krill yourself
mommy and daddy luv you GOOG we love you so much sweetie
Sold GOOG for RKLB ![img](emote|t5_2th52|31225)
Lmfao everyday a random MAG 7 company just pumps based on zero news. Today it’s time for GOOG ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|4276)
Holy shit! My GOOG bags i bought in July are in profit?! Holy fuck guys I don't know what to do. Probably back to 164 at open ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|31225)
GOOG ![img](emote|t5_2th52|4258)
GOOG why did you go up once I sold my calls. Why don’t you love me
Am I cooked for buying GOOG here
Regarding the other company your mentioned - seems to fit the profile of what retail loves, i.e. pre-revenue, far off tech, with a claim to dominant technology. In these cases - funding hurdles, risks inherent to commercialization of early stage tech, etc are overlooked. There have been dozens of these. Can't mention most because their market caps have shrunk too much. That said, I do not really view these two companies as competitors. It's like AI - you could have fretted over who the winners would be among META, APPL, MSFT, GOOG, etc. - meanwhile over time they were all ripping beyond anyone's expectations. I think the same could happen here. Growth in the market is sufficient for both of these to do very, very well. I prefer LEU because is seems to have lest risk (since already established and producing more revenue) and much more upside (via options which pay higher than usual returns at this juncture bc the company remains relative obscure - at leas that is my read).
Same here with many of the companies you've listed. I bought Marvel comics fairly early before all the superhero movies, which was scooped up by DIS, also the same with Pixar. APPL, DIS, AMZN, GOOG, NFLX, and also KO, SBUX, COST. I had MCD (McDonalds) for a while, and made money off of it, but the last time I ate there I pretty much didn't like the food, even tho it was crowded. It just tasted like junk food. That said, probably still a worthwhile stock. I think it's a bit harder now after the wave of computers, cell phones, and everything that came during those years. There's a lot about tech I just don't know enough about like AI, etc.
Did some research about on large cap stonks so you regards don’t have to. From what I can see, most are overbought, elevated RSI and high PE. The only ones that have some runway left are GOOG, BAC, JNJ and JPM. If you lose money on these plays, blame the numbers, not me.
Personally I don't think its risky if that were to ever happen. What would they do, break out YouTube and the Data Centers? Break off Android to its own company? Separate pixels into their own phone manufacturer? Make Waymo its own thing again? Sure give me shares of youtube. I'd be happy to own any of GOOGs products if GOOG was to be split up.
And she also bought a bunch ITM LEAPS on GOOG and AMZN a month before that COVID crash and held them for months with 7 figure MTM loses. It's not witchcraft or insider trading, it's literally fundamental investing strategies and patience. Buying growing industries with leverage and holding them is literally how every long-term successful investor in the last 100 years has made their wealth. But you all just want to get rich quick slinging FDs on earnings calls with your $3k accounts and complaining when you have to go back to your day job as a fry cook at Wendy's (or behind it) than try to actually do something that makes sense and will work out for you over the course of years.
GOOG on the path of making the first mentally regarded AI
GOOG just seems like an obvious buy. It's priced low right now and they're throwing a lot of money at AI infrastructure. Even if they don't use it directly the can lease out the ML servers in the new data centers they're building. NVDA is great but GOOG covers so many different area whereas NVDA and amd just make chips. Disclaimer- I own all 3
Last week was all about the great sensible 🌈 boomer rotation from high flying tech stocks like GOOG at 23x into sensible value stocks like KO at 30x.
Options are priced on much more than distance to spot. LUNR is a volatile, small company especially compared to GOOG so its options will reflect that potential volatility by being priced higher.
"Why you so lazy? You're 22 and you're not even employed yet! u/Throwaway907472 got 12 years work experience!" "Isn't u/Throwaway907472 like 22? How's that even possible?!?!" "Exactly why you're a FAILURE! Little u/Throwaway907472 worked 2 jobs AMZN and GOOG 6 years since 16!"
Was actually holding calls on GOOG this morning. Sold around 165. Sold some shares too
GOOG servers and Gmail 💩💩💩 the bed in a Friday evening is special
I don’t think the dismal is solely because of the following. I because it’s often because if you separate the name involved it just doesn’t look like an appealing investment when assessing the information available against underlying businesses. Compare GME to some busted IPOs like MQ, FRSH, or PATH. They are all also debt free with 25%+ of their market cap value in cash. Blind the names. If you compared underlying fundamental metrics like balance sheet health with operating margins, recent growth, forecasted growth, etc, then would you really end up picking GME. Let alone if you compared to a GOOG, HD, or any random actual blue chip selection. The bull case you lay out when you ignore the name involved is basically that you’re buying a SPAC, but one that happens to be tied to a business that more often than not loses money. That has resulted in it chasing additional financing which has diluted your share. I just don’t see where that comes through as a clearly compelling investment?
I need a flash crash on GOOG please
"Risk adjusted returns" is something people often forget. Sure, one might outperform the index by taking a concentrated position in AMZN, AMD, GOOG, TSM etc. But like it or not, the portfolio needs diversifiers from all industries, i.e. also boring, slow growing ones like utilities, commodities. If we measure performance adjusted with volatility, then it'll be quite hard to beat the index
I once sold GOOG and bought VOO. Next day, GOOG went up and whole market went down.
GOOG is the only tech stock I've recently bought. Otherwise only buying index funds recently or selling my tech stocks.
Pretty excited to watch another year of GOOG crabbing ![img](emote|t5_2th52|4260)
MSFT 500, GOOG 200, NVDA 150, AMD 170, PYPL 60, META 600 Book it ![img](emote|t5_2th52|8882)
CSCO is the comparison in my head. The backbone of the internet. An amazing company that has continually created important physical tech enabling modern telecommunications. And if you bought at the peak in early-00 you turned out to be the bagholder of bagholders. NVDA is not (quite) a consumer brand like AMZN or GOOG or AAPL. They are well known amongst gamers for their graphics cards, but not generally more broadly. Hardware providers like that tend to see their technical advantage get competed away (see: The Innovator's Dilemma). NVDA is an amazing company that is (currently) providing the key solution to power AI. But it's priced for perfection. Consider the other members of the $2T club... AAPL has $385B in Revs, 102B in NetInc MSFT is 245B, 88B GOOG is 328B, 88B AMZN is 604B, 44B NVDA is 96B, 53B. Incredibly profitable (right now as the King of AI), but you've got to assume ongoing revenue growth at fairly high sustained profitability to justify the current price.
If you’re talking about GOOG its only 6 years
*pokes GOOG in eye with stick* no response ![img](emote|t5_2th52|27421)
No magic can double the market cap. AMD is struggling to improve supply and not won any new big cloud providers as partners since the launch of MI300. No one is building models using AMD cards so training segment can be ignored for now and for future, yet in inference AMD lacks ability to meet the cloud scale. MSFT and META are yet to publicly confirm any of their models are developed using MI300. Small AI datacenters are not gonna help for any customer to scale inference if they have to choose either Azure or OCP as the only cloud platform, whereas Nvidia is ubiquitously available everywhere. Even at high price it provides customers a right scale and options to choose their cloud provider or self host. AMD gives no choice with limited supply and limited software capabilities. So doubling of market cap is never gonna happen until AMD improves their availability. Even at lower price, MSFT, AWS, META, GOOG, OCP, X, and every other big player is begging for Blackwell GPU. Meanwhile AMD is stuck with poor supply.
GOOG P/E is like 17, but yea
QQQ is on a tear; you can still buy the laggards GOOG and MSFT. Market-Makers must pump MAG 7, if they want to hit new high for Nasdaq.
Not enjoying the payday loans targetted ads, fuck you GOOG listening in on my conversations with myself
Remember those 2% SPY and 2+% GOOG days, those were the days ![img](emote|t5_2th52|52627)
GOOG 🦀 gang, claws up bitches. Theta eatin my fucking lunch ![img](emote|t5_2th52|52627)
I would diversify. But just a reminder for the "just put it in VOO" crowd, that VOO is pretty concentrated right now also: [AAPL](https://finance.yahoo.com/quote/AAPL/)Apple Inc.6.96% [MSFT](https://finance.yahoo.com/quote/MSFT/)Microsoft Corporation6.54% [NVDA](https://finance.yahoo.com/quote/NVDA/)NVIDIA Corporation6.19% [AMZN](https://finance.yahoo.com/quote/AMZN/)Amazon.com, Inc.3.45% [META](https://finance.yahoo.com/quote/META/)Meta Platforms, Inc.2.41% [GOOGL](https://finance.yahoo.com/quote/GOOGL/)Alphabet Inc.2.02% [BRK-B](https://finance.yahoo.com/quote/BRK-B/)Berkshire Hathaway Inc.1.82% [GOOG](https://finance.yahoo.com/quote/GOOG/)Alphabet Inc.1.70% [LLY](https://finance.yahoo.com/quote/LLY/)Eli Lilly and Company1.62% [AVGO](https://finance.yahoo.com/quote/AVGO/)Broadcom Inc.1.50%