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
Sold this bitch to load up on GOOG thought i was genius
Hah, I too got heavily into GOOG partly for their quantum progress. It’s going to be huge when it finally goes mainstream.
Intel didn’t move for a decade. I mean, good fucking trade, but I sold that shit ages ago with the same mentality. I’ll dip out of NVDA soon and lurk here to find a new play. Last summer I shifted mostly to GOOG but that’s been basically the same since November.
Same things. GOOGL have voting rights, GOOG doesn't
Gonna keep it real. I regret selling a couple weeks ago or whatever because now my portfolio would have been higher. Hindsight is 20/20 though. In reality, it’s hard for me to fault myself considering the severity of the situation (that is still ongoing) and my own personal circumstances. I used leverage to buy GOOG and walked away with a 150k profit in just over 6 months. It could have been closer to 300k but between moving to a more precarious/lower paid job and being highly leveraged. It was a reasonable choice that just didn’t work out this time. After I get a more stable and better paid job + cool off from this wild ride, I’ll get back in for sure and maybe even use some leverage again. Idk
Plot twist, AMZN and GOOG rocket, MSFT and META tank, SPY moves 0.05%
Look up the Google market cap and Amazon market cap. Even if Anthropic explodes into a 2T company, your gains will be relatively small if your exposure to Anthropic is solely through owning GOOG/AMZN. What matters is: the % of the asset you own that is Anthropic shares. It is way higher for DXYZ
GOOG calls. Source: I’m an insider
1m GOOG calls, 150k AMZN calls, 150k in AI company shares (NVDA > MU > IREN > NBIS > CRWV), META calls, MSFT calls, \~200k in other stuff (corp bonds, US bonds, GLD puts, random shit). wow typing it out makes me realize how regarded I am
I missed out on INTC, because I had a LEAPS contract and one day a few weeks ago told myself "I should scale out of options and into safe ETFs" Sold every contract I owned except a single GOOG LEAPS, put it all on FXAIX when spy was around 635. Its worked out very well don't get me wrong, but not as well as keeping those LEAPS would've...
Do you trade GOOGL or GOOG ticker? Seems like GOOGL has higher volume.
Wed after close next week: MSFT, AMZN, META, GOOG earnings **11T** market cap combined 😮
1000% GOOG Is "picks and shovels" for the AI buildout. I'm long!
MSFT, AMZN, META, GOOG, and JPOW on the same day.
? This positions Google as nvidias only real competitor GOOG is a compute provider here, and this brings their TPU chip into the most prominent position As now 2 of the 3 major AI models (Claude and Gemini) are using TPU
100yr LEAPs...generational wealth to weather the revolutionary bloodshed. Might as well load up on 100yr GOOG bonds too.
I bought the calls when the stock dipped below the $20 amount. I thought it was too low for Intel, even with AMD and Nvidia going on a tear in the market. I thought they belonged at $40 a share, and that was sort of the plan with the call option I took. I like buying these cheap OTM lottery tickets like these that have potential to rise with time. If the stock pops early, then I make a gain and sell. If the stock pops late, then I make a gain and pay less capital gains tax. If the stock doesn't pop, then I am amount $650. My big position are uranium, ASTS, VOO, GOOG, and SMR. I'm up on all of those and have some bear insurance plays at the ready if the market crashes and burns like an 08 market crash.
Almost seems deliberately underreported. Everybody talks about how Anthropic and Amazon are connected at the hip, but GOOG's percentage ownership is only a wee bit less, yet never mentioned.
GOOG to invest in anthropic More tokens for nbis and crwv More pump soon
Begging quants to return from lunch and buy the fuck out of $GOOG into the close
I did a post a few years ago in one of the FIRE subreddits explaining that I'm doing a "high-risk" FIRE. Said that all my money was in GOOG, AMD, AVGO and NVDA. They all laughed at me and said I was marinating in uncompensated risks. UNCOMPENSATE THIS....... BEE-OTCHES!
It's going to be the first 10 trillion dollar company? Nah... that's GOOG
I believe i'm certified an idiot but i don't have enough evidence to prove: I bought META at $330 and i sold at $98 I sold GOOG at $168 I sold NBIS at $31 I sold ASML at $950 I sold AMD at $143 I sold NVDA at $122 Bought MSFT at $382 and AMZN at $200, MSFT is 70% of my networth and Amzn is 25%
GOOG 340’s went from .25 to 45. Come on MSFT you can do it too 😭😭😭
whats with long candles for GOOG.
$GOOG boner due to Anthropic investment
When do you want to start trimming ? I am not gonna lie I can see the same NVIDIA run happening. My average is 89.55 for 25 shares. with recent gains it has become 2nd largest position for me second to GOOG.
I sold half our portfolio and put it into AMD, NVDA, GOOG, AMZN, and TSMC in Jan 2025. Sent my wife pictures of our AMD gains a couple of days ago at $280 and now it’s at $340. She thinks I’m a wizard
Did someone fat finger GOOG at open?
>That is only because you shorted GOOG and lost your shirt. It is interfering with your ability to reason. I do not have any position in Google, stop making stuff up. Your position has a lot more bias assuming you are long. >Google is just going to have the most epic next several years. There is just no company better positioned for what is coming and that is really thanks to Google's incredible vision. Their incredible vision, which includes losing their most talented researchers to fund stock buybacks and relying on debt to fund aggressive capex? Or which involves ruining their core product(search), losing 20% of traffic in just 1 year, only making up for it by stuffing more ads into it, obfuscating its decline? >Perfect example is their new Agent control plane. Exactly what every company needs and Google is way ahead of everyone else. As a software engineer that has been assigned to Agent related projects, I don't see any rational reason to use Agent control plane over other solutions. It's just an expensive middleman that doesn't add much of any value. I understand how it might sound appealing to anyone not in the industry, but as someone that works in the industry, I can see around the hype.
Genuinely don’t think there’s anywhere close to the Bay Area in terms of wealth and insanity. AAPL, NVDA, META, GOOG, PLTR, TSLA, Anthropic, OpenAI, NFLIX, MU, INTC, AMD, AVGO, MRVL… list goes on
You didn’t buy GOOG 0dte’s on the morning dip? Lol, poor! 🫵🏽
GOOG all the way from the publicly listed ones. Their moat: 1) Most data (think all the scraped web which others have to pay for, everyone gave this to them for free for seo) 2) Their own TPUs so not hardware constrained. 3) Still a crack research team, after all they started the revolution with "Attention is all you need" paper from their research division back in 2017. Alphafold won nobel and Google hired them. 4) They release open source versions of nerfed Gemini called Gemma to carry open source community along. They have small models for local inference on phones etc. I haven't heard that from OpenAI/Anthropic yet. 5) Partnering with AAPL for Siri Potential pitfall is that they are not the best with execution. Gemini is a good model but they can't get the traction that Anthropic and OpenAI has.
You mean beside GOOG amzn ASML?
Cautious - GOOG Speculative - RZLV
Need HOOD, MSFT, GOOG to jump 10% today to make up for yesterday. No biggie right?
That is only because you shorted GOOG and lost your shirt. It is interfering with your ability to reason. Which just compounds the issue with you.
GOOG has almost no growth, their PE and fwd PE match that. RDDT is currently given a 60 pe and 30 fwd PE, the same as Google but significantly more growth
Remember when SPY dumped becauee GOOG AMAZN high capex? Now shit poppin Dumb markets lol
\>That’s because as AI agents, semi- or fully autonomous AI bots that can perform tasks on users’ behalf, continue to become more popular, central processing units (CPUs) like the ones Intel makes are becoming increasingly important to data center companies and hyperscalers. \>The reason? While AI models still largely run on GPUs or similar offerings from Amazon ([AMZN](https://finance.yahoo.com/quote/AMZN/)) or Google ([GOOG](https://finance.yahoo.com/quote/GOOG/), [GOOGL](https://finance.yahoo.com/quote/GOOGL/)), the tasks that AI agents perform, such as browsing websites or searching for data in spreadsheets, rely on CPUs. So much for an efficient market, you'd think this would be a no brainer. Intel has great CPUs but if you listened to Reddit the consensus was Intel is absolute garbage, I got sick of hearing it.
I bought an INTC LEAP in 2024 - debated between a Jan 2025 expiration and Jan 2027 expiration. Went with the 2025 since it only needed a modest gain to be ITM, where 2027 would've needed a 40% jump. This is what I remind myself whenever I'm looking at the options that did well (TSMC, GOOG, etc). Never try to time the market. Welp, off to try to time the market…
Seeing how Reddit loves GOOG, I’m thinking about trimming some. I can’t find a negative post anywhere.
AMZN and GOOG are the best mag 7, with NVDA in there too.
I bought HAS many years ago and i sold at 48.....yeah at loss I also sold META at $98 and GOOG at $165
What the fuck GOOG? YOU WERE THE CHOSEN ONE.
Are GOOG TPU's a threat to NVDA?
GOOG and NVDA are both my highest conviction holds. GOOG has its hands in every future industry: AI, cloud, quantum, digital ads, autonomous vehicles, robotics, space, biotech - and they lead in most of those industries. I don’t see how they can lose.
* NVDA 3600 * GOOG 8000 * AMZN 5300 Target prices based on tesler pe.
Lmao so META needs to move 1.8% and GOOG needs to move 30% and which will happen first?
well, do your deep dive before commit.... when i retired just recently i 'parked' all my money on $spy before dividing them out to smaller portions in mostly ETF and stocks that i'd hold while i travel the world, like AVGO, NVDA, WMT, GOOG, ....
wtf were those candles on SPY, SLV, NVDA, GOOG, QQQ???? Wild
VM what would be a good strike price to sell some covered calls at for GOOG expiring next week?
Calls on $GOOG https://youtu.be/FkETKO3uRM0
Is GOOG priming up for a big gap up?
Continue to be long GOOG as I've been for many years.
Bogleheads need to update the mantra to GOOG and chill
$GOOG mooning once again
GOOG jumped now because: [https://www.reddit.com/r/wallstreetbets/comments/1ssjkjy/google\_unveils\_tpu\_8t\_and\_8i\_ai\_chips\_as\_nvidia/](https://www.reddit.com/r/wallstreetbets/comments/1ssjkjy/google_unveils_tpu_8t_and_8i_ai_chips_as_nvidia/)
VM Show me GOOG GEX profile for Dec 18, 2026 expiry” — we saw MSFT’s negative gamma structure but haven’t seen GOOG’s. Want to know if GOOG is also coiled or if dealers are dampening moves.
VM Show me GOOG GEX profile for Dec 18, 2026 expiry” — we saw MSFT’s negative gamma structure but haven’t seen GOOG’s. Want to know if GOOG is also coiled or if dealers are dampening moves.
VM analyze the call option chains of MSFT and GOOG for me. Which is better for LEAPs (calls) expiring EOY?
VM, do you think MSFT in 2026 will be the GOOG of 2025?
GOOG bulls won't like that
My advice as someone’s wife is to use 20k of your own money first. Don’t take your wife’s money to play with investing if you don’t know what you’re doing. If you share all of your money, and there truly is no boundary between yours and hers, then you absolutely must get her input before you invest. Aside from that, put it all in VOO or SPY. Some kind of S&P index fund. I’m a risk taker though — and in real life id do individual stocks, like AMZN or GOOG.
Bought a bunch of APLD, OXY, ET & GOOG calls this week.. Idk what that says about me.
How the fuck is market barely red when GOOG, AAPL, and NFLX are dumping?
Damn next Wednesday is stacked: \- Fed Meeting \- META, GOOG, MSFT, AMZN earnings Then we go into Thursday: \- PCE and GDP data \- AAPL earnings
Yup. Sold all NVDA and half my AMZN today. Still holding GOOG though.
OOTM USO calls for tomorrow are cheap, OOTM google calls for earnings are cheap. If no deal USO rips, if deal GOOG and everything else rips.
I'm a bit overweight in both AMD and AVGO, so I need to trim some. Hoping for AMD to hit about $295 and then I will trim 15% of my position. Will trim about 10% of my AVGO position around $235-ish. GOOG and NVDA are my other AI plays and I probably should prune about 10% of each when they spike dramatically after their next earnings
Someone inevitably will crack a “CirCuLaR fInAnCinG” joke and get upvotes, while AMZN and GOOG investors will print money. Love this move by Amazon. Anthropic is killing it with enterprises. AI adoption has nowhere to go but up.
Imagine not loading UNH below $300. Imagine not buying GOOG at $150. Imagine not buying MSFT at 360. Never listen to the regards here
WMT/Costco are stable businesses with no real existential threat. Google is a tech company who's primary revenue source(search) is quickly being made obsolete by LLMs. Investors in Walmart/Costco are paying for stability. At 31x earnings, GOOG's price is a combination of its opportunities(stake in Anthropic/SpaceX), and risks(search is quickly becoming irrelevant and losing 20% of traffic YoY) I do think WMT/Costco are a bit overvalued though. While I have invested in companies outside of tech, WMT/Costco are not on my list.
Reminder we have next week earnings on 4/29 for the following: MSFT META AMZN GOOG
Well, yes, but... 4m revenue and a valuation of 3.5b doesn't make INFQ excatly cheap. I mean, it's a factor of 1,000. Extremely high expectations are priced in. You said it yourself, SPAC, early stage. You mentioned very high volatility, and I see such for a very extended time frame. So we're betting on multiple things at once. INFQ as a company, neutral atoms as the winner of the actual technologies, and quantum as a big market per se. As for a possible buyout by MSFT or GOOG: lately these two prefer to build things themselves now. A 0.5% bet of my portfolio with a timeframe of 10 years, why not. But in the end, to me INFQ doesn't look like the next NVDA (yet).
Me, I have. Ive been slowly reducing my AI stuff for about a year now. I've been overexposed to tits and have since sold all my AMD, NVDA, MU, the only one I wont sell is GOOG, probably holding onto that until I retire. I want to reduce MSFT significantly as well and probably completely get rid of AMZN too. Have been buying UNH, some ETFs, some BRK last week.
My GOOG average price is 210, UNH 187. MU aint it, chief.
Yeah I’ve reduced exposure to RZLV (at a loss) and took some gains out of GOOG. Still at a loss at MSFT which is my biggest position overall and about 20% of my portfolio but I trust it to move higher so didn’t want to limit my exposure to it.
UNH had an absolutely tremendous run from 2009 bottom to 2024. I question whether that continuing is sustainable, given the nature of the business. There will continue to be regulatory pressure, as well. Honestly, 1) I don't like the business, where "innovation" is finding new ways to deny claims and 2) The complexity/opaqueness of the business is such that I think too many people bought it without a full understanding of why it was down. I don't tihnk it's a zero, but I don't have any interest in owning it and really question whether it can continue the kind of chart it's had for so many years. DUOL feels like it doesn't have much moat. LULU no interest - not a fan of investing in consumer brands and especially turnaround attempts. CPRT is going through a tough period but getting a bit interesting. Mag7 is the stuff everyone owns and habitually buys, despite MSFT only being up 60% in the last 5 years and AMZN +48% I'd rather GOOG than MSFT, but too many people have become too reliant on tech household names. Additionally, "where mega cap tech is spending" has been a far better bet for 2-3 years now than most of mega cap tech.
NVDA is back on the menu. GOOG ain’t got shit on it with it TPU nonsense.
does $AMZN bust that $255 and go exploring up and to the right region much like $GOOG a year ago 🤨
I think you're forgetting one part on your analysis. GOOG & GOOGL have a history (at least 2 years) of price runs between 6% & 12% in the 2-3 weeks prior to earnings. We're currently in that timeframe now. It was also that timeframe in Feb when the 52 week high of 349 was hit. Then the revelation of how much capex was being used, people got scared, GOOGL dropped hard in late Feb into March (along with the additional macro shit going on). Now we have the climb again in Apr. Otherwise, completely agree in being bullish on GOOGL. Looking forward to my 310 leap calls to print in a few months.
Seems like we've gone overboard with "LMAO". These days people will type: "GOOG up .04% AH LMAO" That really makes you laugh your ass off? What if something happens like a seal riding a unicycle comes into your yard, speaking German?
Tim cook didn't "step down" he basically was told to hand in his resignation after falling asleep on the wheel when AAPL's competitors were taking off with AI. Now AAPL has to suck on GOOG's knob for their AI needs. If steve jobs saw that today he'd fired Cooks' ass years ago.
Bought ATM calls on GOOG and SOUN for a few months out. Parked the rest in QQQ shares.
The price declined but Microsoft is growing very strong. I like to look at cash flow because it excludes circular financing fake accounting. In the TTM y/y Microsoft grew OCF by 28% and Google grew by 31%. They’re both growing very strong, but I like this entry price with MSFT better than GOOG. Your whole comment is why OpenAI isn’t a good investment, but I’m investing in Microsoft not OpenAI. MSFT invested 12% of 1 year of OCF in OpenAI; I see compute as so valuable in this environment that I don’t think Microsoft would have any problem replacing OpenAI if they went out of business today. I think AI platforms will become commoditized in the future. I can see OpenAI and Anthropic fighting for survival because they need to make money from their AI products. Google and Microsoft can use AI to make their core businesses better. I don’t consider Copilot and Gemini competitors.
It’s GOOG for me… the L can kick rocks.