Reddit Posts
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?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Can someone explain the investment thesis behind space stocks?
$GOOG stock be worth more than the market currently prices in
Is Google ($GOOG) still undervalued? Fair value estimate points to more upside
I feel like I am stuck in the washing machine and step bro is behind me...
Chinese AI. Puts on GOOG calls on NAIL cause my parents think I’m 🏳️🌈 and regarded
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Holographic/VR/AR Industry Development Weekly Report, Week 20
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Thoughts on holding these through NVDA earnings next week?
Am I the biggest paper handed bitch here?
Mentions
I am not but the biggest part of my port is in GOOG, GGLL and GOOG leaps, so I am still down big times from my top. Overall I am up ofc.
i had an amazing dream that i was holding moderna calls. woke up and saw its still GOOG depression
The only stocks I trust at this moment is MSFT, GOOG and Amazon. MSFT and GOOG are fair priced for a 20% run up EOY
I've been calling GOOG asking her to pull up, but she been ignoring my calls
man what is GOOG doing? Every day i wake up to this PoS down -.5%. It's literally been two weeks since a single green day
$24B annual stock-based compensation expense not reflected in expenses, off-balance sheet capex commitments, on top of high capex are reasons this might not be a value at current prices. i have been in and out of meta for a decade. i’ll be interested closer to the $350 range. if you adjust expenses to reflect SBC, they aren’t as compelling as MSFT, AMZN, or GOOG.
That Bloomberg article about how corporate bonds are driving up yields is pretty fascinating. Bonds issued by META and GOOG pay much more than Treasuries, so this makes a lot of sense. BOA estimates that this alone has added 0.3 percentage points to the 10 YR yield this year. Private AI debt is now in direct competition with government debt.
I have no positions set for it, because who knows how long it takes and what volatility lies in between, but I like how every few months people forget that GOOG has already won this whole thing.
Hyperscalers - what do you think MSFT GOOG AMZN are splurging all that CapEx on?
As far as GOOG always being a sure bet? I couldn’t possibly say Are they a good value at these prices? I believe so. I believe the better deal is AMZN if I had to choose though And with an eye on the next big thing I believe it’s quantum computing. That’s a tree that may not bear fruit for a few years but i have good reason to believe that when it does it’ll be a bumper crop
Full porting 2x GOOG cause im to scared for options
That's my own thoughts and words and not AI. We haven't touched the surface yet on AI compared to what it is going to become. And your example proves the point. Companies firing employees and then hiring them back - they're trying to figure out how to "properly" apply AI. So far they're experimenting with AI and figuring it out. That is part of my point - we're in the early phases. The other part with Jevons Paradox - still me and not AI. I recently learned Jevons Paradox (at least term) and it makes so much sense to me so why I used it in my explanation. In other comment I gave the numbers (and yes AI helped me with that because I was too lazy to research it myself) that the ROI is already showing itself. The biggest spenders, the hyperscalers, showed their Most Recent YoY Revenue Growth of Cloud business numbers: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% It's very profitable for the biggest spenders. Doesn't mean it will be profitable for every company and why the whole opensource of Models/LLMs fixes that or at least helps with it. The grass roots and hostility to AI, I'm sorry, is just noise. It just means some places won't allow data centers and be left behind while other places allow them and benefit from the increased tax revenue, jobs, etc. Not sure if you're in US or not, but there's plenty of US states that will allow buildout. I know others are putting laws preventing them but we have 50 states - do not need data centers in every state.
I see it that companies, in particular the big spenders being the hyperscalers, are spending capex to meet DEMAND versus accelarate growth. That's where most have been getting this wrong. The big question has been, will the big spenders (the hyperscalers) get an ROI on their capex spending. In Microsoft, Google, and Amazon's most recent earnings, they blew out the numbers. I asked AI for help with the numbers for Most Recent YoY Revenue Growth of Cloud business: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% During earnings call, Amazon CEO Andy Jassy compared the company's current $220 billion capital expenditure plan to the early days of AWS, stating that capacity is being monetized as fast as it is installed to meet high demand. He emphasized that this massive investment is driving a generative AI business that is growing 260 times larger than the original AWS rollout over the same three-year period. And for those that didn't realize, Jassy was the executive in charge of the original Amazon cloud business.He is widely recognized as the founder and architect of Amazon Web Services (AWS). Therefore, for him to say this is growing 260 times larger than the original AWS rollout, that means something - investors, pay attention!
The QQQ puts I bought yesterday hit nicely. Wish I bought more. Now to open some GOOG leaps.
And GOOG is selling datacenter space they don't have etc etc - it's all getting big still.
Thanks. I also own NVDA, GOOG, and TSM; more than the value of my VXUS but a lot less than the value of my VTI.
Silly to think they’d let GOOG close green today
AMZN sell algo undefeated. GOOG maybe finding a floor now
I dont mean to brag but im up 12 bucks on GOOG today
Come on GOOG you can do it
Wtf was that shit, GOOG?!
LOL GOOG holy shit they genuinely don’t want it to go green
There is a perma-pin on GOOG under 345 I just truly wish I knew why.
At least you tried GOOG 😭
> I don't ask for much. >Just GOOG :-(
I don't ask for much. Just GOOG SPY AAPL SNDK PLUG BULL to all run up simultaneously by at *least* 20%
GOOG touched green then out of no where red dildoes with some volume. Sell orders were not on the order book, then magically appeared as soon as it turned green. Fuck you MMs
Hey so uh quick question - GOOG what the fk?!
GOOG to 400 NVDA to 275 SNDK to 2500 MU to 1700 RKLB to 150 ASTS to 125 NBIS to 400 Is that really too much to ask?
GOOG is allergic to green
GOOG wants to go green... but the nasty men are selling the shit out of it!
I’m confused by this question. Do you think just because Berkshire is buying something then that stock is guaranteed to go up?? GOOG is still up over 65% in the last year. What exactly are you expecting for a company with a 4T market cap?
GOOG will be back. You'll see! You'll all see :kek: :kek: :kek: :kek: :kek: :kek:
I think part of the issue is people think too much about yearly performance when the lifetime of an investment is the more important factor. Amazon has basically under preformed the S&P 500 for the last 5 years, but I have held for over 10 years, during which it has out performed by a wide margin. The same can be said for many individual stocks, GOOG, NVDA, etc. One good year or two blows the S&P out of the water. Basically, you don't need to beat the indexes every year to build wealth. Find growth companies (4-5 individual tickers) with good futures, have conviction and plan to hold long term, 10 years or more. Don't worry so much about the yearly performance.
GOOG was priced like META in 2025. It’s fairly priced now I would say. META is undervalued imo. Having said that, GOOG is probably the safer option for anyone wanting lesser risk.
It’s not fair, only MSFT is green, why not GOOG after all both represent VIX 😂
Have Calls in NOW, AMZN, GOOG
will GOOG finally grow balls today? stay tuned and find out
GOOG you can be green today. META died so YOU can FLY
AMZN GOOG won’t stop melting huh
yo buy GOOG or my kids and i starve
MSFT back to inversing the market. META the new MSFT GOOG creating poverty in my family memory in shambles again are we back to two weeks ago??
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
GOOG is the save haven. AHHHHH
Berkshire is a GOOG bag holder.
dear GOOG - just one green day please. it's been weeks!!!!!
GOOG, it has been over a week since my children have eaten. can i have one green day so i can buy them a bigmac PLEASE
If you’re talking active day traders I’m sure you’re right I believe buy-and-hold consistently outperforms them though. While I can beleive most retail B&H investors do underperform I find it hard to beleive that group is anywhere near the 97% underperformance rate of day trading though And what determines that anyway? For example 40% of my portfolio is individual stocks while 60% is funds. But some of those funds are leveraged Am I a day trader? Am I an index investor? I outperform the S&P most years but that isn’t a function of much besides SPXL and a few heavy hitting individual companies like GOOG and AMZN.
why do i have a feeling GOOG is going to die tmrw
As you said at the end, we're probably not going to see eye to eye on some of this. I was contemplating just not replying and letting the conversation stand as is, but I decided to reply here because I feel I've been straw-manned in some places (i.e. - refuting arguments that I never made), and I want to attempt clarify a few things. >Capitalism does not need "infinite growth" to function Capitalism doesn’t, but the current market status quo of S&P 500 line-go-up 10-30% compounding annually on a logarithmic chart does need infinite logarithmic scale growth to function. >We are in no way close to maximising Earth's resources into the perfect/most efficient structure, so the theoretical ceiling remains just a theoretical end point. We can continue to grow indefinitely in timeframes that make sense to humans. I’m no scientist, but I’m not sure if climate change or our dependence on a non-renewable fossil fuels and other scarce natural resources would agree with this statement. Compounding growth hits a wall pretty quickly. But whatever, I’ll cede that line-go-up from where it is now in broad index funds is the more likely scenario on a 20+ year time horizon in the meantime. As for 5-10 years, not so sure. >Why are you presuming that NVDA or GOOG's market cap can't continue to grow? The East India company was striving for infinite growth in 1852. What, specifically, means that GOOG can't be worth a fair value of 20 trillion in 2100? East India Company didn’t achieve infinite growth. NVDA and GOOG can continue to grow, but not at the rate they have in the past. GOOG could be worth 20 trillion fair value in 2100 with inflation and all that, or it could be an obsolete company of the past. Another question is: Do we actually WANT them to grow beyond a terminal growth rate, for the sake of societal health? (Just because they can, doesn’t mean they should). >Because they can grow their market cap by reinvesting in R&D, potentially giving you better returns than you would receive through dividends. If you want dividends, don't invest in these companies. >If you buy a small business that makes widgets, you, as the owner, might defer a large salary to use the funds to expand the business. You might do this because you're convinced the business will be worth more in a few years if you keep investing money into it, instead of pulling money out through salary or profit taking. Regarding dividends - Re-read my last two posts again. I said small and medium companies prioritizing growth over dividends is fine. It's the highly profitable mega-caps that should be paying reasonable dividends instead of prioritizing toxic growth. And I pointed out the absurdity of a company that refuses to pay a dividend forever no matter how big it gets. Current examples include Nvidia, Microsoft, Google, Apple, and Meta. I'll add: You also may be tempted to give me the textbook response and say: "They should prioritize growing more instead of paying dividends." And to that I'd say: "Maybe, but only if it's driven by what people actually want and has a clear net positive effect on society." If that growth would be driven by mostly synthetic illusory demand for the sake of "growth" (B2B circle-jerks, financial engineering, circular financing, next-big-thing hyping, etc.), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would necessitate major enshittification of products & services, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would be toxic to society (does more harm than good), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth would be mostly driven by some form of a ponzi scheme, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth threatens to slowly turn the nation into corporatocracy ruled and governed by you and a tiny handful of mega-mega-corporations (whether formally recognized or not), then fuck that shit - please don't grow, pay a reasonable dividend yield instead. If that growth threatens to cause the next great recession or great depression because of the magnitude of the bubble that it's recklessly inflating, then fuck that shit - please don't grow, pay a reasonable dividend yield instead. I think Nvidia, Microsoft, Google, Meta, and some other companies all meet at least some of these "fuck that shit - please don't grow, pay a reasonable dividend yield instead" criteria. (And just to be clear, when I say "please don't grow" I'm referring to that 10%+ type of compounding growth, not the small 1-4% terminal growth of a mature company that doesn't exceed the growth of the overall economy or inflation.)
GOOG back to 335 tomorrow.
META dumped like 12% in the last month And it STILL has a higher P/E than GOOG
GOOG +2% tomorrow would be nice
GOOG is now *just* AI trade? What are you even talking about?
you don't think the incredibly intelligent ppl running the most profitable companies in the world knew of the possibility of local AI before they committed hundreds of billions of dollars to datacenters? And one of the world's best capital allocators (Buffett) is agreeing by buying boatloads of GOOG? gtfo
GOOG and GOOGL don't have 379 strikes in 2028.
Might just get GOOG or AAPL LEAPS and chill for a bit. Overtrading has burned me a lot lately
9 days of dumping on GOOG, can we get a 10th
GOOG is my enemy for now on
META will bounce 530-650 for the rest of the year. GOOG will probably rebound to 400+. Your call on what is better for you
Can Buffett please dca into GOOG again? Thanks.
Is 340 the floor for GOOG or is it going lower ?
dear regards, sincerely yours $GOOG calls
Mfs on X genuinely looking at GOOG’s price action today and saying we are going to break 350
there goes all of GOOG’s little recovery
You know it's funny, every time GOOG gets below $340 I buy a lil more but like, it doesn't dip that much anymore.
I'm surprised GOOG isn't flying with BRK buying so much more
GOOG double bottom formed. Now let's rock to 350s
Pump you stupid GOOG
GOOG, can you fucking not?
INDI is the little semi that could. Almost 40% this week. 287% on calls. Almost makes up for GOOG taking a deuce on my calls.
worst mistake was selling DRAM to buy GOOG because I thought it would be more stable
Glad I sold GOOG at 349 this morning. Buffet effects wore off.
GOOG starting to cliff dive
lmao I had to sell my META calls today at -40% loss (fck you z\*ck). now GOOG doing a V and my puts slaughtered who is this marketmaker that is after me and inversing me at all costs?
I guess it’s another day for GOOG to be red
META trading below 200 SMA. Gonna start DCA at this point. Looking at GOOG as well. Very close as well
Market does realize if this whole AI thing doesnt pan out for GOOG, MSFT, META, OpenAI, etc in terms of profitability, that all their data center buildout budget will also dry up, right? Theyre not mutually exclusive lmao but meanwhile they constantly inverse each other.
i wanna fullport GOOG so bad
Yo GOOG this better be a real V you fucking stagnent cunt
My favorite part of this euphoric AI bull market is how it only actually applies to data centers being built. Market doesnt give a flying fuck about the alleged benefits for companies actually, you know, could use AI...and AI has now apparently turned into a liability for providers like META, GOOG, MSFT, etc, despite them being the ones paying the bills for the data centers, so they need to be successful for any of this to be worthwhile.
GOOG do be lookin juicy at 339
Holding AMZN and GOOG calls through the selloff, this is insane
Im surprised GOOG dumps even after Berkshire bought into it. Is BRK dead?
GOOG and META pegging my tight little port 🥺
GOOG's entire AI team quit and joined anthropic, the stock is going to shit
I hold in euros and my GOOG average has gone from 347 to 351 because dollar keeps weakening.
Wtf GOOG, you're going the wrong way!
Where are all the responsible investors who wanted to full port into memory but bought MSFT or GOOG instead 😂