Reddit Posts
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?
My Empower account has already reached $8 million. Thanks, AMD! I'm 38 years old and male. Six years ago, I quit my 9-to-5 job, hahaha
Holographic/VR/AR Industry Development Weekly Report, Week 19
Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires
I hear that everyone’s a millionaire now - $2M
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
The bigger the AI/tech boom gets, the stronger China has the entire U.S. economy by the balls
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
I track unusual options flow every day. The confirmation gate saved me from 3 bad trades today
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Is Alphabet (GOOGL) the strongest company in the world?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Mentions
GOOG earnings was like Burry issuing order 66 and you regards being slaughtered to a man
Is there any scenario where MSFT doesn't react the same as GOOG on earnings?
It’s just MMs flooding the market with algo trading to fuck over everyone (and mostly option traders). I get a sell the news type event, but MU being hammered each day after the most insane earnings tells a story. Same with GOOG and every other company posting record earnings. I get we don’t have to see +10% days each day, but losing 400 billion market cap because of increased capex spending while GOOG is showing us they can back up whatever the fuck they are doing is insane work. Everything is trading like meme stocks (except for indexes) and it’s so unhealthy for the market. Nothing makes sense anymore.
GOOG has a debt to equity ratio of .16, thats very very low. What are you going on about
I have 4k in GOOG 322.5-330c weeklies and 8.5k in GOOG Sep 360c I either recover my money here or buy some insane amounts of alcohol next week.
In theory it should be bullish But so should Google saying they're going to spend another 120 billion by end of year on top of the 80 billion they've already spent. Hasn't helped TSMC not take a giant dump after GOOG's earnings In conclusion, who the fuck knows what is and isn't bullish in today's casino
Putting 300k into GOOG feels less like a YOLO and more like a responsible investment
I sold GOOG at $160, AMD at $90, and INTC at $18, if that all makes you feel any good. Also went pretty much all in on Ethereum at $3000 or so along with some other shitcoins. Currently down almost 60% from portfolio ATH back in September 2025
GOOG has FCF of I think negative 8.5B. Tell me how it is not a growth stock firm? /s
People need to stop it with this take...It is absolutely possible that the hyperscalers really don't know for sure if AI will work out, but they are forced to spend relentlessly, so as to not risk getting left behind. Will there be eventual spoils for the victors? Absolutely...see GOOG...but there is a non-zero chance that AI is effectively The Metaverse for a lot of these companies.
"Be greedy when others are fearful." Proceeds to buy .69 share of GOOG
I sold GOOG at $165 i know this company will hit 1000
I've been picking up GOOG. Is that bad?
You and me both. I though my GOOG call was a sure thing. I was proved wrong. All wrong.
I mean if GOOG crashes I’m not sure why MSFT wouldn’t as well. But what do I know.
**BanBet Lost** — /u/cs-fi (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $329.38 → $350.00 | +6.3% | 2d | Lost |
#Performance from 52-week highs: #SPY: -2% #NVDA: -13% #GOOG: -22% #MSFT: -33% #AMZN: -18% #AVGO: -23% #META: -26% #TSLA: -38% #MU: -28% #NFLX: -46% #LMAO🤌
lol, he bought GOOG! He should try MSFT for additional tears.
Yeah I’m pretty long GOOG and CRM. That’s the future AI play.
It is. It will break out. IBM lingered for awhile too before blasting off. So did NOW. Just be patient. GOOG will definitely be 340 by next week.
Someone has GOOG calls.
**BanBet Lost** — /u/damnthatbooty (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $342.42 → $400.00 | +16.8% | 2d | Lost |
GOOG not shitting the bed today is a good sign, right? \*cope
Reminder that GOOG is AI WINNER
GOOG: we are buying more semis and AI infrastructure and expect to buy even more next year SEMIs: -10%
ORCL’s PE is below 20, GOOG’s is 16. AI trade is dead and a bubble. Sell everything.
GOOG TSLA INTC all will rocket after hours once MM have secured those premium on ER options lol
We are the stage where even r/GOOG_Stock is showing desperation. Are we at the endgame now?
If GOOG earnings were a disappointment, I can’t imagine what MSFT will do
GOOG holding strong. Thank god.
AAPL making new ATH. GOOG, AMZN, META, MSFT, TSLA just stop spending in capex and you will too, dumbasses.
\->The question in 2028 is going to be: did MSFT/GOOG/ORCL/AMZN try to scale a doghouse? or did they use the new architecture and build something beautiful
The semi trade HAS to have washed out a lot of people by now, tired of the 2 full months of chops, rug pulls, and counter narratives. Don't think more blowout earnings will save positions. Stuff like $TSM and even $GOOG lately shows market still doesn't give a shit.
I mean maybe. but the people at eg $GOOG aren't retarded. they knew if they announced decreased capex they'd get +15% on their own stock, and increased capex would cost them -10%. they're ramping up. you don't think they know the potential better than bankers?
ONDS, you're bouncing around like a damn kangaroo, but I forgive you. You’re the stock I bought specifically to be a kangaroo. Not like GOOG
I am starting to think GOOG may not get above 365 today.
so AMZN and MSFT, META saw what happened to GOOG and TSLA because they boosted CapEx. I wonder if they will claim a lower capex spending when they report so they don't get slaughtered. They can always raise it mid-quarter
GOOG needs to go back to 360 right now
i think GOOG is where buffett is putting his $ after taking it away from AAPL
they buy the dip on GOOG to add more shares to existing position
GOOGL Calls + GOOG Puts = Infinite money glitch
Look at that red dildo GOOG lol
And they are so afraid of capex spending, so they suddenly can pump GOOG after a dump. This is just fucked up bullshit. NBIS dumping is a part of upcoming ER 28 July
Why am I still not buying that GOOG DIP??? Am I fucking stupid. We all know its gonna recover so fast
I mean if you could know exactly where the top is and sell there every time you'd be rich. You sell when it's clear that it has no more room to run. When you see GOOG announce massive increases in spending and the stocks that stand to directly benefit from that barely move or even go down, that's a pretty clear sign the top is in.
!banbet GOOG 350 7d
GOOG comeback time to full port
Shit the bed like TSLA = Drill Beat estimate like GOOG and INTC = Drill
just put the GOOG in the bag
GOOG destroyed me. Basically watched $50k evaporate from my account overnight.
Just put the GOOG in the bag thanks
TSLA GOOG AAPL all are worth 320/ share as of today
GOOG leaps might be the play here but that’s way to long term.
if GOOG sells off on that print the MSFT earnings are going to be a disaster
GOOG turning into a boring, low-margin utility company. Use the dropbox to select which interchangeable ai model you want to use...
This is why I think AAPL and GOOG come out on top - ASICs and Apple silicon
Big cross section of America thinks AI is going nowhere. I think AI is going to be a permanent, and widely used tech for businesses and individuals, and will create knowledge and wealth for billions of people. Once the general consumer sees the value of a paid Claude, or whatever, subscription they will not go back. (LIke it or not OpenAI and Anthropic have a 150% to 200% net revenue retention rate, and are growing greater than 50% on existing customers alone.) The debate that AI is profitable is 100% over for the MAG7s and Anthropic. Kimi or not. Note, GAAP profits =/= equal FCF. I'm holding a lot of AI because it's going to create wealth for me. Had GOOG missed i'd be thinking differently, but they beat every expectation, and this is before anthropic stock profits.
Lmao, are they all going to be paying MU only? GOOG is one of the largest companies in the world, there arent a ton that can increase capex by 10B. That capex will be divided across suppliers. Im not saying increasing capex isnt bullish for semis/memory, but like cmon, use a little bit of logic.
GOOG PE - 17 APPL PE - 40 whacc
Yes. They're shocked GOOG can lose even though the Mag7 is up 1% YTD.
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings . We saw $GEV yesterday . All hype memory crash not over, like $MU $SKHY $WDC $INTC $AMD $AVGO and many . GOOG spend for own TPU and own hardware V2-chip , not for $MU etc https://preview.redd.it/1lrldaib2zeh1.png?width=698&format=png&auto=webp&s=296cb2a71348cfe3a432cc2174e7f08fdfe8af41
GOOG support at 330 broken for now, next stop 300 or 272, pretty much.
TSLA put GOOG call at open
That candle for GOOG looks like some Boggy/Wojak shit.
🥭 please just make a deal or something and while you’re at it give a shoutout to GOOG. Thx ☺️
So you think 10B capex increase for GOOG means 100B in a day market gain for MU?
$TSLA $GOOG what a crash, ready for more memory, semi crash at earnings
SPCX is the easiest short rn. GOOG has $94 billion and you know GOOG is going to dump its overpriced stake to fund its AI ambition
Why can't we have 3% swings on GOOG like we did yesterday
GOOG down 5% pre-market You're gonna make me full port
GOOG you bastard! you were meant to save my port not destroy it!
Repeat after me, GOOG call TSLA put
$GOOG not spending for out side GPU or memory. It is spending for own TPU, and own Chip Dumping all memory after hype https://preview.redd.it/iw9nzcmmzyeh1.png?width=698&format=png&auto=webp&s=853397f372f21f96b8afed7d536934b1d3f1b133
maybe GOOG should announce a pivot into AI datacentres so their stock can recover
You don’t need to put down MSFT to justify GOOG. I’m losing money on both 😭
I think GOOG's earnings will drag down all of tech tomorrow. I'm not comfortable holding it long-term in case the bubble bursts.
We are opening at 740 tomorrow if GOOG and TSLA don't deliver on their earnings. Today has been all about dumping everything and pumping NVDA while keeping SPY afloat.
Feel like GOOG drops 10% after earnings I feel it in my nether regions
Buy GOOG or na? Gemini is phenomenal
guess MU chops until GOOG earnings?
GOOG beat earnings but increases capex like any other. Puts
Learned my lesson shorting GOOG last earnings
Selling GOOG CSPs has been good to me. Worst case scenario, I get stuck with GOOG shares oh no..
GOOG will announce CAPEX of 1t but wall street wants to here 3t therefore semis and memory dump 30% after hours
Too stressed over what’s gonna happen with GOOG. Sold off SOXL, then probably punch a hole in the wall if it moons
Part of me is like 'you're an idiot for buying early in the day with GOOG reporting', while the other half is like 'but it could move early, just do it' and proceed to of course get theta burned all day.
Do you know about that stock called GOOG. I think they’re still under the radar but they’re reporting earnings today and it may affect somehow the market
GOOG has the QQQ on its shoulders boys
Look the cash flow , almost negative now $GOOG earnings after debt load https://preview.redd.it/700bxw3q4teh1.jpeg?width=746&format=pjpg&auto=webp&s=ea5e28c750482d29fac93fd1d70e7674a3396671
Yeah GOOG earnings are a lock, I'm hoping for some misses on TSLA, AT&T, PM though
$GOOG raised 100 Billion debt, Going earnings, delay new AI model, as it’s crashing, demand shrinking See how $ORCL debt load crashes it