Reddit Posts
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
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?
Mentions
Bag hold all the bloated AI stocks with insane P/E lol. Buy and hold $GOOG. Profits regardless of what happens with AI in the long-run. 10-20+ year retirement play.
70% is a pulled-out-the-ass number. if the ticker symbol isn't the same, you don't have to worry about it. The IRS hasn't even ever said GOOG and GOOGL are substantially identical.
I know its tough to swallow but take this as a WSB lesson not to touch options and buy shares. You can start off with GOOG or AMZN shares. Even if it goes down, you wont lose money if you dont sell.
**BanBet Created** ▲ | **Record:** 4W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $440.00 (above) | $349.40 | +25.9% | Wed, Oct 21, 11:14 AM ET |
Berkshire bought GOOG because it has very durable businesses and generates excess cash flow — not because they have insight into the AI investments. GOOG is very durable for the foreseeable future. The rest is noise. GE, not a great comparison.
Chart on GOOG is ridiculous, never buying contracts on it again
That GOOG jump to 355 lasted less than a Taco Bell meal in my stomach
I'm holding in euros and my GOOG average has gone from 353 to 333 just because dollar has gained value over the last weeks.
GOOG is fucking impossible to trade, goes up $5 then down $7 then up $3 then flat.
Only my GOOG is green :pray: :pray:
AAPL and GOOG stop tempting me...
This is the key to me. Pick companies like MSFT and GOOG, who will benefit from the growth without being uniquely vulnerable to a sudden AI correction. Companies like NVDA are making money hand-over-fist right now, but if AI crashes, they might *never* recover to their current highs.
Good thing I own a lot of GOOG because boy o boy do I feel retarded about my other stuff.
GOOG seems to be preparing for giving up gains and go red at open.
GOOG Please give me a dip.
GOOG obviously. It's almost like an ETF of most frontier technologies.
That's not the point. Claude is the better coding model right now, but that's *all* Anthropic does. GOOG is basically its own ETF. Not even close between the two if I had to own only one stock.
Any news for GOOG or just doing its thing
I effectively lived through this experience. I had some stocks, my wife got a big law job and now I had stocks I had to hold. You really want something sold that doesn't make you pucker. The ride with TSLA was interesting and a bit more nerve wracking. But the pile of AMZN, AAPL, GOOG and MSFT helped you sleep at night. If I was making this buy today GOOG is probably the right answer but I'd look hard at AMZN, they are the one lagging the other MAG 7 these days and if you are buying a big chunk of something to hold for a while buying low matters more. AAPL is another interesting option. Everyone is buying Apple gear to run AI on, so they are getting some of the boom. But unlike the others, Apple have not made massive capital investments in building out AI capacity. If this goes south they are not going to suffer.
For playing safe, GOOG or AAPL or MSFT or NVDA. To take some risk, MRVL or BE
Obviously, if you got them at their lowest point you got a good return but YTD MA is up 5.94%, V is up 12.93%. For comparison, MSFT is up 12.37% this year. GOOG is up 11.38%. AAPL is up 25.53%. NVDA is up 22.53%. META is up 15.38%.
I bought a GOOG leap ITM last month similar to this but expiring late ‘28. I have a terrible track record with options though, so if your position falls apart you can blame me.
GOOG - poised to be a leader in AI, while also being diverse
I just closed out the last of my TLT to buy GOOG 2057 debt. Long live Saburo Arasaka.
Broadcom relies on big tech companies like GOOG , MSFT , META , Anthropic , OpenAI requesting to buy its chips as an alternative to NVDA , these companies have placed massive custom AI accelerators ( XPUs ) and networking chips to Broadcom , so AVGO has already a contractual pipeline for long term profitability , not sure why Broadcom's CEO thinks AI wave is a casino and gambling place , if so Broadcom is selling roulette tables ..
you make great points until: \>GOOG at it's core is a search business no, it's marketing. it's ads.
I want a news paper that is as objective as possible in their reporting. I still wouldn't trust one that didn't state their political "color". My luke warm take (because I've heard versions of this Flores for a while) is that we'll end up with a similar system for AI but that's besides the point for whether GOOG is a good investment...
Hate to break it to you, but the hyperscalers, particularly GOOG have always had exceptional ROIC. Maybe we should trust them rather than you. Moreover, the earnings releases for MSFT, AMZN, GOOG showed their operating margins and profit margins increased for cloud and overall, even before any mark to market gains. The debate on their AI cloud profitability is dead. You can let it die.
Berkshire Hathaway holds GOOG ~ about 9.5% of their portfolio. If someone thinks they know better than those guys, let 'em take a run at it.
apparently GOOG released Gemini 4 Argon
the GE comparison lands. i've been tracking my own net worth in a spreadsheet for about 15 years, and the pattern i keep running into is that the real risk of an all-in bet isn't the crash, it's the lost decade — GE holders waited roughly 20 years to get made whole while the broad index kept compounding. i still own some GOOG myself, but there's a big difference between being long a company and betting everything on it.
I finally realized what was holding back QQQ: see GOOG just dumping again while QQQ rising, make no mistake
GOOG is first and foremost an advertiser, and its AI summaries don't exist independently. Paid results absolutely affect the AI summary
> GOOG at it's core is a search business. Disagree. Google at its (no apostrophe) core is an advertising provider.
GOOG to 400 please.
Every day same shit, overnight pump sold off or the opening pump is sold off on anything I buy. Crazy man . GOOG and NOW
I want to trust you GOOG, but I can't.
GOOG and AAPL look like your best bets here but GOOG hasn't broken 360 in a while so maybe we just fall for a bit.
I went from 200 to 3k in a week gambling on GOOG and NVDA monthlies last year
I share the sentiments here re the business itself , but own calculations suggest that the current share price could be exceeding intrinsic price by around 100%. Great business , but over priced. I’m gonna wait for this AI bubble to burst, then mop up all the $GOOG shares that I can…
My only concern with GOOG is their investments in Anthropic and SPCX and how it affects their balance sheet. Wish they never took on those piles of shit or I would've full ported ages ago
GOOG and chill. How long for all of you to notice that GOOG will beat every single company easy with monetizing AI?
Nothing is missing, IREN can have a deal with MSFT GOOG AAPL all at once and it may likely stay stagnant due to macros just cooking it til it's burnt. We need oil and bonds to go down before any relief is seen
Terribly when I play 0 or 1 days. Not so bad on my GOOG AAPL SPY leaps
Nothing I bug ever holds the 5m (GOOG, NOW), just opens hard and sells off harder.
This is the comment that tends to reflect what I'm thinking the best. GOOG may be the best stock, but what you pay for these things matters. I would wait until the market corrects as it always does, and buy GOOG when everyone is dumping it, then the 10 years starts from a 15-20 P/E instead of 32.
GOOG and GOOGL count as two I guess
I may or may not have averaged into a few too many GOOG calls
GOOG can’t maintain anything above 350 :kek: it’s embarrassing
RDDT is going to pull a GOOG and double from here 🤌
Hock tan of Broadcom is warning, the next bottleneck in AI isn’t chips and isn’t energy, but it is acces to capital. We all know GOOG has the biggest pile of cash available 🤑
95%+ of their revenue is from ads, which is similar to GOOG and META.
GOOG saved me :pray: :pray:
Luckily GOOG still holding on
Absolutely agree and would have no problem with that and I do perform trades very similar to that (like when I sell aggressive calls on a stock I want to trim down some shares on and would happy if the shares got called away). You still get the upside for the shares you own and get gains from the high volatility (time value/extrinsic value) from the short puts. But my point of why some people don't do wheel type strategies is because of the famous quote o*f it's like picking up pennies in front of a bulldozer*. Which is why I normally/typically wouldn't do only a wheel type strategy on high volatile stocks like GOOG.
To be fair any decent business idea anyone comes up with now could be snagged by GOOG or AMZN or whatever before Joe Blow patents it
GOOG and MSFT will be the ultimate winners when they buy up the AI firms at a discount after those go bankrupt in a year.
I have no idea what you're point is. If I sold a put on GOOG and GOOG drops 50% (or drops to $50) then I basically be in the same boat when owning shares. Or if instead GOOG climbs 30% I miss out on the big gains when just selling a put. I guess I should say I would never sell a put on GOOG but my typical/general thought process is I avoid selling puts on stocks like GOOG because of on the upside the chance of missing out on the large gains and on the downside the very little offset of losses.
GOOG | Alphabet (Google) - Current Price: $347.86 - Bull Target (12–18m): $450–$520 - Bear Target: $270–$300 - Upside: +29% to +49% - Downside: -14% to -22% - Reward-to-Risk: 2.2:1 - Success Probability: 70% - Expected ROI: +22% - Return per 1% Downside: 1.23% - Forward P/E: 24.81 - Debt-to-Equity: 0.19 - Dividend Yield: 0.25% - 1-Year Return: +40% 🟢 - 5-Year Return: +155% 🟢 - Profitability: Highly Profitable 🟢 - Revenue Growth: +24% YoY 🟢 - Google Cloud Growth: +82% YoY 🟢 - Price Trend: Strong long-term 🟢 - Risk: Moderate - Conviction: 8/10 - Grade: A- Alphabet dominates search, digital advertising, and cloud computing while expanding aggressively into AI. Exceptional profitability, strong shareholder returns, and attractive growth support my bullish outlook, although heavy AI spending warrants caution.
The valuations of many big companies in SP500 really are dependent on AI spending. This is just like the dot com 1.0 era. • NVIDIA Corporation (NVDA) – ~8.36% – 8.59% weight • Apple Inc. (AAPL) – ~7.35% – 6.87% weight • Microsoft Corporation (MSFT) – ~5.76% – 4.71% weight • Amazon.com, Inc. (AMZN) – ~3.70% – 4.13% weight • Alphabet Inc. Class A (GOOGL) – ~3.05% – 3.67% weight • Broadcom Inc. (AVGO) – ~2.53% – 3.09% weight • Alphabet Inc. Class C (GOOG) – ~2.45% – 2.92% weight • Meta Platforms, Inc. (META) – ~2.42% – 2.11% weight • Micron Technology, Inc. (MU) – ~1.82% – 1.42% weight • Tesla, Inc. (TSLA) – ~1.51% – 1.96% weight That's 40% of the SP500 valuation. And every one of them is tied to AI (Apple the least). Nvidia, Google, Broadcom, Amazon, Meta and Micron are welded to AI's future. Tesla valuation trades only on the prospect of AI Robotaxis and droids. People underestimate how much SP500 and total US market cap index is literally an AI trade bet.
!banbet GOOG $360 5d
About 15% of my shekels are in GOOG calls rn
**BanBet Lost** — /u/Micheal_Hancho (0W - 4L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $341.05 → $358.17 | +5.0% | 2w | Lost |
who has the biggest meat here? Im saying my fellow GOOG holders.
GOOG gang checking in, how are we?
I agree. But I am telling you why some people avoid the wheel, and why I now am much more selective on stocks that I do wheels on. Like I would never do a wheel on GOOG for instance unless I have shares of GOOG that I am very willing to let go of some of the GOOG shares and will sell very aggressive Covered Calls on some of the shares and very happy if the shares go away. Also would never sell puts on GOOG. Would much rather just own the shares out right.
If/when we have a deep recession, the first thing companies cut back on is advertising, so META and GOOG will get crushed. If/when.
META is one of the few companies I wouldn't short along with GOOG and AMZN.
Idk why people keep saying this. AAPL continues to aim their high end silicon at local LLM usage and continues to integrate AI features into their operating systems. They may not be building datacenters, but they are still paying GOOG for their Siri AI. I agree they aren’t exposed to the debt-fueled buildout, but I firmly believe AAPL will continuously try to implement the tech into their products.
I like GME, RDDT, GOOG, AMZN, HIMS. Don't like the rest of them.
REVEREND BEARHUNTER'S BOOK OF GENESIS, CHAPTER 6: WALL STREET EDITION "And the Lord spake unto Noah, saying, Thou shalt build an ark, for a great flood cometh upon the earth. "And Noah gathered two of every animal, two of every bird, and two of every stock." Noah asked, "Lord, why hast thou commanded me to bring two shares of NVIDIA?" And the Lord replied, "Because, Noah, thou shalt need to average down during the Great Correction." 💀 "And Noah did bring forth two shares of NVDA, two shares of AMD, two shares of GOOG, and two shares of TSLA. Then came the Great Flood. 🌊 The bears drowned. The bulls survived. The S&P 500 reached an all-time high. #LMAO🤌
RDDT, AMZN, & GOOG are all jacked to the tits on the AI play. You belong here.
No MOAT is the exact problem. What is GPT actually good for? Google is implementing Gemini into their entire ecosystem, and the price for performance is insane for non-complex tasks. Claude coding abilities are just beyond the other models, idc about benchmarks cause when you actually use it it’s absolutely insane. For basic life-hekper agent, Muse is holding that down (for now, this is pretty new). Idk even Grok which to me had no potential is powering EV’s and rockets, and was fairly cheap when I last looked into it months ago. All GPT has right now is AI that’s really good at everything, but not the best at anything, for a pretty steep price. Probably gonna keep holding GOOG and just watch them other AI stocks from the sidelines.
**BanBet Lost** — /u/guccioli (0W - 6L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $347.98 → $360.00 | +3.5% | 1h | Lost |
Weird day. CRWD up. MU down. GOOG up. AAPL down. SPY up. We're still in the chop.
GOOG giving free AI models like best models of OoenAI & Anthropic Once OpenAI revenue collapsed, like yesterday news, all semi spending collapse next
**BanBet Created** ▲ | **Record:** 0W - 5L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $360.00 (above) | $347.98 | +3.5% | 1h |
If you were like AI bull+++ you better add into neoclouds while it’s down now until the thesis play out because that’s when it moons as institutional investors puke thier shorts. But if you were fine with less gains for smoother ride but still bullish on the current cycle and the neocloud price action annoys you, then you should scale away from it gradually post midterm for like a quarter or two. Then put it into the basket of NVDA, GOOG, META, MSFT, PLTR and soon… if I were you. I’d wait till midterm ends first though
I am convinced GOOG only purpose is to troll people holding 🤌
finally broke down and paid for YT premium today. You’re welcome GOOG shareholders
fucking GOOG can't hold a 1% "pump" for more than one hour
Oh nice! I have GOOG shares too but unfortunately I cannot sell CCs :cry: