GOOG

not_a_cumguzzler

No no, it doesn't work unless I do. I'm the main character. And I haven't gone long yet. So the market will keep rallying. (I have SQQQ, and sold calls on GOOG that I can't unwind)

heyThereYou3

GOOG owns some of it, buy GOOG. 

DePoots

I used both leveraged shares (margin), and options. Options were always the furthest possible strike. I just got a very lucky streak, QUBT, GOOG, and now NOK, so shares at a 2.5-3x leverage, were enough to do most of the work. Also I don’t day trade. I just invest heavily into a company I believe in, and once I lose confidence and see a better opportunity, I move my position there. Usually have very long “trade” times

x86rip

Yeah GOOG FTW, they even dont have to be number one in this AI race to profit from it.

aardvark92

If GOOG has that much upside, it's worth buying now and not waiting for a dip.

Alicyclobacillus

GOOG is my biggest holding, 100% agree They also have Berkshire Hathaway investing in them GOOG is the clear winner of the AI race. I wouldn't touch their competitors, expecting them all to dump into oblivion over the next couple of years.

NOT1506

Beginning of 2022, I was getting divorced. Sold all my ETFs and piled into GOOG hoping to hedge the Ukraine war, while paying off both lawyers and my half of the marital assets. Wrong thesis since GOOG beat the market on the downside from Jan to Sep 22. Had to sell most of my GOOG shares. Went from $100k down to $20k at the lowest. Never bought back into GOOGLE since. Good times.

manoman42

MFST needs a ceo change, their copilot expansion with subpar AI performance while being left in the dust by their invested companies (oai) and Anthropic /GOOG AI, MSFT is at risk. They can turn it around but need to act fast or else they’ll become an infra company only, and lose out their SaaS

Comprehensive-Eye500

When you say trim back for GOOG for example, what do you with the “trimmings”?

jvaritek33c

I have rules surrounding concentration. My largest position is Google. If it grows to be 40% of my Roth IRA, I sell enough so that it drops down to 30%. Additionally, if my GOOG position becomes 25% of our entire household'S net worth, I trim back to 20% My other large position is BRK.B but I view that holding as analogous to cash.

mabellacys

well done bro! didn't know others were trading OSUR with me out here! I caught it over on the ThetaPal website on the IV leaderboard. made a small $5k on it. thetapal iv leaderboard has been hitting left and right. caught GOOG and MU as well recently. I swear, I have been doing it wrong this whole time.

lindcookie

The last few years have literally been free money tho? All the shit that was peddled here has gone ballistic, ASTS, RKLB, NVDA, POET, MU, GOOG did 120% in a year... fucking SPY is up 27% in a year..... if you're not making money you're either shorting shit with the knowledge stocks only go up or you're actually retarded

TurboChargedRoomba

Anything in logistics, transportation, healthcare. Many of the companies are bought by larger corps so you can get exposure. Waymo through GOOG, Universal Robotics through TER, Amazon Robotics through AMZN (though they’ll never try to spin out to offer their solutions to other companies). The play could very much be on the companies that nail computer vision or sensing.

Moepenmoes

So we have 2 of the world's largest and most advanced software companies, MSFT and GOOG, and NEITHER of them have managed to implement dark mode yet in Office web or Google Docs. Fucking how?

hoopaholik91

I think it already is? These three is 3T, NVDA 5, TSMC 2, AVGO 2, AMD .8. Thats 13T total not even counting INTC, ARM, etc. Meanwhile MSFT is 3, Meta is 1.6. AMZN and GOOG are 3 and 4.7 but that's partially based on them selling their own AI hardware. It's insane.

ParticularWarthog319

If GOOG and NVDA turned it around this would be a beautiful day.

aka_crashoverride

That rotation into GOOG and AMZN was a good ass juke.

Grabm_by_the_poos

GOOG finally pumping again!

n0m0rem0ney

GOOG please i’m begging you. 400

The_Albertino

Typed “IREN financials” into GOOG and it gave me the Q3 earnings for 2026….Puts on AI lmao

Etherius

What are you talking about? Half my portfolio is GOOG, AMZN, SOXX, SOXL, TECL, INTC, and AIBU. I’m probably more exposed to AI and automation than you are But let’s be reasonable about what we’re doing here. Right now there’s been a massive run up. We’re looking at either consolidation the rest of the year OR several notable crashes. That’s just how the markets are. That’s not a statement on AI or its future. If you don’t want to exit (and I don’t) at least collar your gains (I did)

cgonz15

I have NVDA AND GOOG Dec 2028 leaps, at this rate, I will be profitable around mid 2028 if even that

mneymaker

Although I am extremely bullish on $NBIS in general, I am eyeing $CRWV after some market cooling down for OpenAI and Anthropic IPO's sympathy runs along with GOOG.

ghostjjl

And I own 88 shares of GOOG. Coincidence? Yes. Hotel? Trivago. Calls it is!

bartturner

Depends on what you are going to buy. It would be a no brainer to sell META and buy GOOG/GOOGL.

Objective_Delay_1525

I have been in the market for a while and have finally figured out the 3 secret rules to investing in this market. 1) If you are unsure whether to buy the dip on a stock, head over to r/ValueInvesting. If they say to buy then it will continue to dump/be flat for 10+ years. MSFT, CSU, NVO are some notable plays. Note that GOOG is an exception because everyone was saying to buy. 2) Inverse WSB works. But ONLY for short term trades. For long term trades the regards are always right in the end. 3) The market is no longer trading on fundamentals. Regarded ideas are the best. However, remember to check rules 1-2 first. My next play - SpaceX IPO. Reddit says it is a scam. Following rules 1 and then 2. This means it will pump then dump. Short term calls on IPO then long term puts. This IS financial advice.

Thy_Gap_Slayer

I had predicted this when GOOG was at 300… you are simply living what I had forethought.

Comfortable-Sky7801

No joke but if I had to pick one stock to own my whole life, it would definitely be GOOG

Evening_Control6034

Those never end happy. You either regret selling too soon or waiting too long. Lot of people regret selling Nvidia at $ 180 (4 T or something) and now its 5.5 T. A year from now folks might regret not selling it at 220!! I do nibble in these tickers with small amount for pocket money. They are not investments for me. Also these big earnings swings are such a mindf\*ck. Imagine all your savings losing 20% in a couple of days or your investment underperforming S&P by big margin (GOOG last year, MSFT this year) You need a lot of conviction and future sight. I have neither :D

spicykimchi_inmybutt

sold my GOOG today to go all into ASTS, but would’ve gone into MU too if i knew the face ripping gains would continue 😞

notarealredditor69

Think about how much money you would have right now if you had bought GOOG before they were profitable.

le_pedal

My 12 month plays are MSFT GOOG NVDA so whatever

Prudent-Corgi3793

That “someone guy” is right. I love MU. It’s grown into my second biggest position (after GOOG, tied with NVDA), but you also have to know what you’re getting into. MU has had multiple brutal drawdowns, including >95% during the great financial crisis. SK Hynix has had a parabolic rise, but only recently broke its all time high from the dotcom bubble (shortly after it started trading as Hyundai Electronics). Why? Because it lost \*\*>99.5%\*\* of its value through 2003. And keep in mind these are the few survivors of the RAM consolidation. Are things different now? Let’s hope so.

onerandomcomputerguy

Any room for GOOG in there 🥺

Fhyzikz

Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it

duiwithaavgwenag

You call MSFT trash because SP is flat over two years (doesn’t factor in dividends btw) but then say you should wait for a pullback to get into GOOG or AMZN. I hope you see the hypocrisy here.

spicykimchi_inmybutt

Unfortunately i was bag holding GOOG

akunisg

we must imagine a world where MU/SNDK make money but MSFT/META/AMZN/GOOG don't

GMVexst

GOOG is my savings account, so I guess yes

pembaThePanda

I need to stop too. Made a couple grand last week between GOOG and PLTR, but lost 14k in MRVL

cgonz15

GOOG rising from the ashes W

Successful-Tea-5733

1. Yeah I know almost nothing about them other than everytime I hear their name it is in a negative manner, I know that they have restricted capital access. That said, you can't sell high unless you buy low so if someone knows a good reason to buy, I'll listen 2. Yes GOOG and AMZN are two that are extremely diverse and have thought about that. 3. Not at all familiar with this. PIT? Can you tell me more?

Emotional-Breath-838

Two things… 1. Please don’t invest in Blue Owl. I’m so unimpressed with them. 2. There are stocks like GOOG that will provide you with an almost ETF sort of diversification on their own. 3. (Bonus) Do you have to be in equities exclusively? There are managed commodity ETFs like PIT that will ensure you have lower beta and exposure to gold, oil, livestock, etc.

Complex-Video-2202

Nasdaq in two years: MU, NVDA, SpaceEx, GOOG and Ross dress for less

socrates4eva

AMD reached 500, GOOG get your ass to 400 slacker.

Status-Net2947

Thinking about relocating more AMD money into MSFT META GOOG and AMZN

cgonz15

Mag7 mostly red except for GOOG, TSLA and AAPL. But none of those reach 1% green lmao so how are you evergreen

Jagged_Tide

GOOG trying so hard just to form a head and shoulders

InitialPsychology731

This reminds me of AMD and GOOG last year. Calls.

big-baller-47

GOOG to the moon

hoopaholik91

So we are just gonna have semis go up trillions of dollars while the companies that actually need to use and pay for them (MSFT and Meta) languish because they aren't recognizing any improvement on their bottom lines. AMZN and GOOG have gone up, sure, but mostly on their hardware hype, not anything to improve their existing businesses. So why are we expecting them to pay these outrageous sums for the next decade?

cgonz15

How tf are both GOOG and NVDA shitting the bed rn during this holy pumperino

Lihuman

I got 6 ads for a 23 minute ling YouTube video. Puts on GOOG

No-Improvement3164

Great Rally in history and GOOG and Apple are the only participants from FAANG

circadiggmigration

Yes, but GOOG still has room to run.

cgonz15

GOOG $400 wen

Neader

GOOG seriously pissing me off rn

Neader

GOOG da fuck are you doing get back up there

gutster_95

I buy GOOG when I see this

MtGloomy0420

So then you are implying, based on your previous commentary and then “No.” you are an institutional trader. If that’s really the case, do you often bet against $BRK 13F-HR filings? https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/xslForm13F\_X02/53405.xml Okay, let’s assume you do have that much shortsightedness…then do you actually understand anything about hyperscalers, building services in the cloud, Moore’s Law and the actual age of all of $GOOG current infrastructure?

Neader

GOOG can you just go up like a little itty bitty more

TheBreadMan10

Idk I don’t want to get comfortable. GOOG does dookie when everything else does well. This is fishy

Severe-Selection-256

Whoaa breaking Google starting subscription service for youtube similar to Netflix for access. GOOG to the mooooooooooon

microdosingrn

It's probably useful to look at capex through the lens of the backlogs and RPOs. This is a big difference for META compared to the other tech giants. Still bullish on META, but Zuck is spending without the backlog and RPOs, GOOG/MSFT/AMZN are spending because they're going to get an immediate ROI, unless those companies can't/won't fulfill them, looking at you, OPENAI.

option-trader

Then you're looking at the wrong place. There is that going on, but the real capex comes from the 4 mega caps generating revenue from ads (GOOG and META) or Software (MSFT) or everything else (AMZN). If the current core business of these 4 decreases, then capex is going to decrease no matter what happens to the rest of the AI stocks.

option-trader

Yep, it's the FCF that should be looked at closely. So far, I've only seen META and GOOG add ltd, but their cash and short term investments (usually t-bills, bonds, etc) are still much higher than their ltd. If that ratio gets under 1, then I can see that might lead to a bubble years away.

option-trader

You missed the point. OP's point was that chicken littles are calling a bubble without even looking at the underlying business. Ex. Who's providing the capex? META, MSFT, AMZN, GOOG. Okay, have these 4 continue to show strong profits and increasing cash flow quarter over quarter? If yes, then why call it a bubble when there's real cash flowing from these 4 mag7 and into all the smaller AI related stocks? If no, then the capex will start decreasing or we'll see increased debt/secondary offering from these 4. It's idiots calling a bubble without ever taking a look at why it might be a bubble.

option-trader

Yep, we know that most of the capex comes from GOOG, MSFT, META, and AMZN. So, it's easy to go in there and look at their core business to see if those businesses are struggling. If not, then we know they've got the cash to continue this massive annual capex. It's not rocket science. I just hate when these streamers with no financial education make up stuff.

Icommandyou

Iran deal must include them buying MSFT GOOG so my calls are saved

CaptainSt0nks

Look how much the world has changed since the end of covid. I fully expect NVDA and GOOG to race to $10T within the next 2 years. RKLB to $1T.

Tim_Apple_938

It’s deeper than that tho It’s not just their shares in anthripic Anthropic being the visible leader in coding is essentially irrefutable proof to the market that TPU is a true competitor to GPU. At half the price (Anthropic GOOG TPU are 5GW for $40B , and they’re paying spacex GPU 1GW for $15B)

MtGloomy0420

Wrong wrong wrong! You forgot $GOOG will write all this off in federal tax rebates over a very long amortization period. $GOOG doesn’t need to justify their spending to you. They have a team of financial experts to work out every single scenario you outlined. And it shows you don’t understand corporate governance, business, and capital expenditures.

cowboycookie1337

META is fucked. GOOG wins the AI race and that is all that matters. Good luck with your position.

actias_selene

I don't think that it is a bubble, neither the situation is that good. Also afaik, eps only shows small part of capex, as it includes estimated depriciation instead.Still fcf remains strong for big tech. The issue is with AI companies such as OpenAI and Anthropic. They are deep in  red in fcf. Their revenue from their customers account about half, the other half is VC money, with some circular funding being mentioned all the time. The AI revenue for big tech(MSFT, GOOG) is also a bit difficult to calculate as they are bundling it up with other stuff. Either way, even if there is any bubble, it can sustain years to come, unless everyone decides to stop all invesment at once. Even then, only some like MU would get crashed. Big AI would be probably bought out by Big Tech.

silverfutes

Whatever happened to that awesome Brit chick that used to dm me tittie pics every time GOOG hit +4%??? If ur out there, I love you dream woman & I’m sorry I sent you **my** tit pic. It was… a mistake. 🙈

Ashamed_Distance_144

I guess if my GOOG gets to cash out its shares then it’ll even out. I hope they unload their position but doubt they will.

MarsupialNo8853

AMZN RDDT …. AMZN Hold for a long time, RDDT under value right now, aside from AMZN or something like GOOG always trim the winners! Look at NBIS IREN and a longer stock that has the Ai play now and ongoing and is the ONLY pick and shovels for Nuclear, SOLS… and deep dive = company websites, Forbes, Wiki not Reddit. This place right now is good for ideas and always verify what you read.

Glass-Helicopter-126

I bought one share of GOOG in 2007 (holy shit, almost 20 years ago) for $702 because my officemate was a Google fanboy and thought it wasv way better than Yahoo. That investment is now worth $15k and is 40 shares. 

LightRoastCoffees

I did the same with GOOG shares after buying at IPO

Neader

GOOG I am drunk it's the weekend bby

GooFoYouPal

GOOG

night_shredder

europoor markets open tomorrow basically a kindergarten version of wall street gonna buy fancy tickers such as 1GOOG

SilentExtinction

my GOOG average is 155 and I went in heavy last year with all the fud about ai driving down search revenue. I've now shifted all of my goog gains to reddit as I'm seeing an almost identical pattern there. good company with a trash narrative surrounding it. bound to rerate once the narrative changes.

AlexDMI_etoro

The Next Big Thing, Quantum Technologies IONQ, RGTI IBM! Not a short term investment. Good chance this is the the next early MSFT or GOOG

MtGloomy0420

Hey everyone not paying attention…shhh 😉 I’ve found a pattern here…$GOOG invests then exits and the stock gets “funny”. Just do some DD please. $GOOG was invested in $GUTS, 11/7/25: https://www.sec.gov/Archives/edgar/data/1652044/000165204425000096/xslForm13F\_X02/information\_table.xml $GOOG had exited $GUTS, 2/13/26: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000023/xslForm13F\_X02/information\_table.xml

Agreeable-Purpose-56

Probably adding more GOOG as we speak.

bzl33

Private stakes account for 58% of $GOOG's net profit, 52% of $AMZN's, and 27% of $NVDA's. these companies are not nearly as profitable as they appear to be and they won't be able to easily unload their stakes of $SPCX and $OAI without disrupting the stock price.

circadiggmigration

> people do not change old habits. Yes they do, if they're financially incentivized. I don't even know where this dumb saying comes from. How come people replaced landlines with cell phones? How come cable tv is losing subscribers every quarter? If AMZN, GOOG OR MSFT can load an intuit-like software into their stack and cut the price by 50%, that "old habits die hard" mantra will go right out the window.

demonhunterking

I checked put transactions options and realised bear gonna burn on MU, POET, NVDA and GOOG.

vlayd

All hail Lord GOOG

Alicyclobacillus

Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.

chainer3000

Off the top of my head over the last 3 years my biggest winners have been ASTS, rocket lab, LUNR (although their botched sat launch last year brutally fucked me and I sold at a massive loss), IREN, NBIS, QBITS, RGTI, GOOG, VRT, AAOI, WYFI, RDW, massive win with MU recently I’m firmly in space stocks right now, but I’ve started rotating into energy, had some amazing luck already with Bloom and a penny stock American fusion There have been others

Invest0rnoob1

I don't care about any of these companies. I just want to make money. My 4 positions are GOOG INTC IONQ RKLB. I bought GOOG and INTC in 2022 and added more to intel at 20. Not buying the most hyped stocks in a bull market is dumb to me. It's like people are handing out free money, and you're saying no thanks. I have investment morals lol

Tim_Apple_938

That’s all included in the price I was referring to Anthropic is paying spadex 15B annually for 1GW and paying GOOG 40b for 5GW GOOG and spacex are actually running the chips, paying for all the power staff and opex. It’s reflected in the price

blabberboy

SK Telecom and Zoom also have stakes in Anthropic, where a much bigger % of SK Telecom = Anthropic shares than the analogous % of GOOG

That-SoCal-Guy

Learn to read charts and know when to enter and when to exit. Then either stick with index or a solid company that you know will weather the worst of times. If you already have long positions like GOOG, then hold, buy some more when they bottom. Repeat. Corrections are great opportunities for those who wait.

Tim_Apple_938

That’s not what I said, no Gemini is clearly poised to overtake consumer. Gemini App is at 25% worldwide traffic, compared to the incumbent ChatGPT at 50%. 1 year ago it was 5% and 90%. The trend is very clear Regarding enterprise what I’m saying is two fold: \- agentic coding race just started. This is a new boom and you’re extrapolating a lot from the first mover. Look at ChatGPT 1Y ago and today in consumer as an example. \- even if Gemini loses enterprise, as long as Claude OR open source win, GOOG will be dominant as an inference provider My personal prediction is frontier models will all be pretty equivalent in 3-6 months. There will be zero pricing power. GOOG uniquely poised to win on speed and token economics if it comes to that. But if there is one standout who CAN maintain pricing power cuz they have an insurmountable intelligence gap - as long as that’s Claude and not GPT GOOG will still be the most valuable company in the planet

gigachad_destroyer

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

Neader

Like half ported GOOG calls at close phew thank you peace

OneTwoThreePooAndPee

GOOG and AMZN are best positioned for AI. Even if they end up just buying it from others (Anthropic).