GOOG

Hot-Ambassador8740

AMZ GOOG and NVIDIA the only three stocks holding up this crash lmaooo

longGERN

Retiring on GOOG and AMZN ^in like 20 years but still

Spins13

With Alphabet, you can spell everything, buying some more GOOG

Tim_Apple_938

The more negative the sentiment the better the deal So. It pains me to say this as a GOOGLE MEGA BULL, rivaling the greats (FarrisAT and bartturner) But. Looking at these comments. Meta 😂 Remember kids: sentiment follows price The real ones been long GOOG since 140

crazier_ed

You do realize that GOOG is a 3-4 trillion stock? That ten shitpoasters can't move this shit?

mneymaker

Absolute manipulation on GOOG and RDDT don't get shaken up boyz HOLD

bawireman

I'd pick GOOG if I were forced to pick one, but I own and believe strongly in both.

drbigtoe

That ok GOOG, you go when you feel like it :)

The_real_Covfefe-19

Selling out of GOOG, MSFT, and AAPL to plow into IREN. Can't go tits up.

Summerdaysengineer

When GOOG and OpenAI?

qaswexort

GOOG

mneymaker

Mr Market, need some absolutely monstrous SHREKS on: GOOG, RDDT, NBIS, META, PLTR, TSM, HOOD, APP This week Thank you for your attention to this matter

Cozyteammate

I feel sense of panic from those hyperscalers MSFT AMZN GOOG on power. Look at them, contract for power, another after another after another.

Unlikely-Profile1445

I have such a big exposure to GOOG and MSFT that these stocks usually decide if I’m eating today

Next_Palpitation8401

you should buy a real stock from a real company ie not a retarded WSB one. GOOG AMZN META RDDT could still rip from here and the risk of a major crash in the long term is very low.

9xD4aPHdEeb

I remember why I wanted to short: The short is financing my long position. Although, I might also buy the synthetic long in GOOG, which wouldn't need financing either... Maybe borrow fees are not baked in the option prices, but then the risk free rate is(?)

Peshmerga_Sistani

Yep. Your screenshot is just showing the end result of the legged into call debit spread. Not the total return of the GOOG trade, shares and options.

uncreative_user_321

you wanted to free up capital so you BOUGHT ITM GOOG calls? i'm confused

vizio1989

It’s time to short the mag 6 and full port into META. PE of 21 is crazy, you can’t say you like AI and not go all in on the one company that is AI and making money. This is lower than the gay hit piece on GOOG when it went down to 160s. AMZN is good bet too but the rest are way too hype rn.

WetLumpyDough

Yes but GOOG is actually a great fucking company 🫩

meow_now_brown_cow

GOOG. 290. NOW.

smart_doge

Can I loan against my GOOG shares to buy more GOOG shares? 🤔

meow_now_brown_cow

I have some much money in 11/7 280 GOOG calls. Am I good?

daqm

GOOG

yoyo_ssbm

Yeah this is correct. AMZN GOOG MSFT can convert the AI capex into revenue through their cloud business. META capex is exploding but the conversion to revenue is less clear. Zuck says it will drive better ad targeting, but how much can they squeeze out of that? Concern is this will parallel the metaverse situation where the AI spend erodes earnings with no substantial return

InternetSlave

Surprised to not see GOOG mentioned. Cloud brought in $15 billion of GOOGs $100 billion last quarter. Shown growth every quarter and are expanding across the US (and the globe) rapidly. With their own TPUs and super computers they're a real contender. Disclaimer I am incredibly biased to them.

fungoodtrade

lots of posts about this on r/ValueInvesting . 630 is the 330sma on the daily timeframe. I bought 1 500 strike leap already, and will sell my big winners, GOOG, AMZN, TSM, NVDA, SOFI if META hits the 330 sma. If we go sub 600 I will start using my margin. I'm playing this like it could be potentially the best trade of the year for me personally. Numbers I'm going off of are low 770 intrinsic value, high more like 880. Lots of people commenting on this easy play for retail.

That-Whereas3367

The NASDAQ 100 is not the same weight or even the same companies year to year. Unless you are invested in an index fund it has no relationship to YOUR returns. eg In 1995 Apple was a $3B company and GOOG, META and TESLA didn't even exist. In 1995 the 3 largest companies on NASDAQ were Exxon. Coca Cola and GE. MSFT had a market cap of $32 BILLION In 2003 the 3 largest companies on NASDAQ were GE. Microsoft and Pfizer. MSFT had a market had a market cap of $184 BILLION

AccountOfMyAncestors

With the exception of OPEN, I’ve haven’t made money on a play this year when it was WSB consensus at the time of buying. My best gains happened to be inversing WSB consensus (buying e theorem in May, GOOG in August)

Gbank1111

What retail investors (and numerous professionals too) fail to remember is that future demand is not infinite, and competition will be much stiffer than anticipated. META was crushed because AI spend isn’t generating decent ROI. GOOG and AMZN are watching their traditional businesses grow while AI continues to underperform in terms of revenue. AI is very capital and resource intensive. The margins will not be (generalizing) spectacular and as such, current market valuations will probably lead to a decade+ of stagnation if not an outright implosion from these levels. The earnings don’t “look” like a bubble because excess capital is being injected into AI from META, GOOG, AMZN, but, again, that’s going to start to dry up eventually since it’s not generating a reasonable return

Former-Object-8363

they were together on AMZN and look at that one. UNH, GOOG also

JayArlington

None of them. Long term none of them supply their own demand. MSFT/GOOG/AMZN have their own needs and customers.

2021adams

Let’s parse these, 2 are luxury consumer companies - one being Tesla. It’s clearly priced as a potential company, not a car company. The potential is primarily linked to one man, who, well, we all know what he is. In any case, the key person risk is too high. So, I have been out of it. The other is Apple. How many go back, once they have bitten into the Apple system. Mostly none. So any app, any solution will have to be distributed through them. Unless a new tech makes a mobile phone obsolete. Risk of that in 5-10 yrs is low. I keep paring but stay long. Then we have MSFT, GOOG, META. Each, along with Amazon will naturally see higher dep costs over next 5+ yrs as they keep upping cap ex. They will need to generate commensurate higher revenues and variable margins to overcome the higher depreciation. Who will do that successfully is up in the air. Different revenue models. Feels to me GOOG is best positioned through its natural distribution channels to monetize AI not just for businesses but also consumers - along with Apple. I’m long all three Then there is Amazon. I have a small position as it continues to perplex as to what it is. A low margin retail distributor, a logistics provider, a cloud company, a communications company. Will it succeed on all fronts? Not entirely convinced Finally, one company that’s valued on what it’s doing today. Not some future potential. For any of the other 5 and maybe 6 if Apple joins the race, and for all the AI cos, for any of them to succeed, they will have to fill the coffers of NVDA. I don’t see any other chip maker dethroning them in the next 5 yrs. They remain the clear front runners with the least amount of risk

PalpitationFrosty242

im sorry 🌽 is the worst "investment" and Im getting out, would have been better off using the money for GOOG or some other shit. I can't stand this!

RipWhenDamageTaken

Shorting and putting proceeds into SPY or just GOOG is as good as it gets. Be prepared to hold the short position for at least 5 years. Don’t touch leveraged ETFs. Decay is too expensive. Options are short term, and the market can stay irrational for a very long time.

j_tb

Been a good week for holding GOOG and NET

neothedreamer

Honestly I don't anticipate any of the Mag 7 disappearing or failing over the next 20 years. They are all actively building new products and acquiring smaller businesses. In fact many of them are really ETFs of many businesses with diverse income streams. For example - Amzn - AWS, their retail, marketplace for other retailers, fulfillment services, MGM Studios/Prime Video, Ring, Whole Foods, advertising on Prime and Amzn marketplace - last quarter $17.7B, Alexa products, Amzn Music subscription MSFT - Office, Windows, Teams, Azure, Outlook, Skype, Linkedin, Blizzard/Activision, Mojang (Minecraft), Xbox GOOG - Search words, Youtube ads, Youtube TV and music subscription, advertising, Gemini, Google Cloud, Google Suite (competing with Office), gmail.com, Android OS and Devices The story I see here is how frequently these 7 compete with each other - these 3 all offer major cloud offerings that companies spend millions of dollars on a year for infrastructure. This is also which AI has become so hot. All the big players see it as a new frontier to compete in. NVDA providing the GPU and CUDA platform - Meta, Goog, MSFT, TSLA, Aapl, Amzn all either building AI services for end users and/or building AI infrastructure for other to build on. The first one to die will be the one that stops innovating and/or buying new competition. OPENAI has a real shot at becoming Mag #8 in the next 2 to 5 years.

RudyGiulianisKleenex

I buy and hold but it’s really about how long you hold. For things like GOOG and AMZN, I’m keeping those for an indefinite period of time. Just continuously adding to my holdings. For things like IREN and CRDO and RKLB, I bought, held until I got scared and then sold. Made a neat little profit each time, take that profit, and then invest it in my long term holdings. You should be increasing your capital if you can. The more you put in, the higher your ability to make profit becomes in dollar terms. I messed around with options and got spanked. Wouldn’t recommend

wrestlingchampo

Don't avoid options for forever. But, youre 19 years old, and have lots of time in front of you to learn options. I think people are simply trying to prevent you from doing what happened to themselves: Lose a lot of money on options. That being said, I understand why you want to get i to options. It feels pointless to invest/trade stocks like NVDA or GOOG when you are basically hoping to buy 1 share of stock, and sell it in 6 months to gain $30. Options at least proposes the opportunity to make [what feels like] more legitimate gains on the stocks moving the market. The reality is trading stocks and watching how they trade, watching their price action (look that term up if unfamiliar) is honestly really important to become profitable at trading options.

CAFN8TD

I think there's a lot of catalysts in bull's favor next few years. Likely continued rate cuts into next year, increased corporate earnings, healthy credit markets. There will likely be small 3-5-10% dips along the way but I would treat those as buying opportunities. I think it would be a mistake to be holding more than 5-10% cash. That's just me. I know people say AI is in a bubble - but what if it's not? I would not be betting against big tech right now like GOOG, MSFT, or META.

AfraidAnalyst

I want to see AMZN beat GOOG to 300

annoyed_meows

In 22 I put 50% of my port into Amazon. It did well! Then stalled for about a year. I grew everything else a bit but kept Amazon about the same. I sold some bf liberation day and bought back after.  Im holding what I have. I also bought the same number of shares in Google earlier this year and already its increased in percent more.  Not sure what my point is but Amazon is solid and I think they're about to run a little. I wouldn't go 100% but im very happy with my allocation currently at 13% I think the best mag7 occasionally goes out of favor. GOOG was a dog for a while. I think Amazon and Google are the most stable, I feel the most confident in Amazon out of the mag7 long term, just my 2 cents. Amazon is going nowhere. 

Study_Queasy

Never say never bud. Keep this in mind. In life, there is one skill that is arguably the most important of all. Anticipation. You got to anticipate what can happen and be prepared for it. While I have a proclivity to agree with you, do you mind expanding on "I know for a fact that both NVDA and GOOG will never see a 50% down day"?

Inevitable_Butthole

Actually I know for a fact that both NVDA and GOOG will never see a 50% down day. PLTR on the otherhand...

Prudent-Corgi3793

I've been very bullish on US tech and particularly the major hyperscalers GOOG, AMZN, MSFT, and META (along with NVDA). They had the cash flow to justify increasing capex and they are already showing returns from AI. However, I started to be a lot more concerned after hearing about ORCL and OpenAI's expenditures. I think OpenAI is a solid company, but a possible $1 trillion valuation for a company that [lost >$12 billion last quarter is insane](https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-31-2025/card/openai-made-a-12-billion-loss-last-quarter-microsoft-results-indicate-e71BLjJA0e2XBthQZA5X). I remain bullish on tech (at least the profitable megacaps), but If tech valuations are to crash, I think the most likely situation is because OpenAI drags everyone into a race to the bottom with undisciplined spending and no immediate routes to profitability. This is a prisoner's dilemma in which each company cannot afford to let other companies "get ahead", but overspending is worse than disciplined spending. But unlike the hyperscalers which can spend 12 figures per year, OpenAI is currently deeply unprofitable, and even though they have a route to profitability, >$1 trillion in obligations through 2025 is insane. However, they are the "disrupters" right now and have the incentives to take everyone in a race to the bottom. Same applies to Oracle to a lesser extent.

IllBuyYourCar

GOOG 300’s 🗿

Hokguailo

Ive seen this same bear story with GOOG a million times after earnings

Waste_Bad1924

GOOG is the most undervalued stock now. It fell significantly after record earnings as investors turned to other assets for the earnings season and Disney YouTube issue. It will be back to $300 in next few weeks giving a $20 upside per stock. Meta is an expensive stock in my opinion and a pull back is expected.other than WhatsApp and Instagram, Meta is a dud.

noeventroIIing

That’s not what I said, what I said was that is absolutely possibly to invest 1b+ per day with minimal market impact. Yes they wouldn’t buy 1b of GOOG, but spreading 1 b across banks and insurances is absolute possible

Shdwrptr

This is some crazy shit. Profits definitely matter, especially when you’re looking at market caps in the tens of billions. Fucking hilarious you try to bring up telecoms as if profits are some boomer old school thing instead of bringing up actual tech like NVDA or GOOG

ExtremeAddict

This season, tech earnings have been a shitshow the next morning. Nobody knows how the market reacts to beats / misses any more. TSLA missed, but it still pumped a lot the next day. GOOG beat, and it was up, but then tanked a lot by close. So IV crush doesn't happen based on the earnings result. It happens based on the market's reaction to it the next morning. If I am directionally correct - it's great. I sell immediately and lock in profits. Typically I would wait for the afternoon dump and buy back in at a higher strike for about the same delta as before, and number of contracts sized to keep the same position size as before. If I am directionally wrong, then IV is the highest it can be at market open. I cut losses, and buy back in at a lower delta later that afternoon. Position size is whatever is just left over value. So I don't put even more capital into. 2 months expiration left means the option is still worth a lot for extrinsic. If it moves in my direction, then delta overtakes and extrinsic doesn't matter. If it moves against, then it's still valuable for someone else to wait the 2 months and see if they make money. I don't want to do that. Earnings is a pure delta play for me. I guess right / wrong. But that's independent from whether I actually want the exposure to that stock.

gymfunkera

I hold 991 shares with an adjusted average price of $3.63. Cost was $3,593. Current value tonight is $1,645. Negative $1,948. What’s the play? Hold? For what?! In the meantime these VERY LOW RISK mega-caps are ripping 10- 20- 30% plus every month during this rally. What is the opportunity cost of sticking with BYND, as opposed to selling and taking my $1,948 and getting some AMZN or GOOG or the like? Help me stay strong, with a reason.

Select_Season7735

What do you mean AI companies are delivering the earnings to justify their valuations? Maybe the MAG 7 or companies like NVIDIA/GOOG who already had great earnings before AI. But to say all AI companies are delivering on earnings is absolutely ludicrous.  This is the sort of copium people are swallowing up at the moment, to convince themselves that fundamentally the stock market is fine without looking at companies such as OpenAi that some of the MAG 7 are heavily invested in. OpenAI is yet to turn a profit, and their cost of doing business significantly outweighs their earnings, like thousands of other AI startups at the moment. 

ImmodestPolitician

I've been invested in GOOG for 20 years so I'm just watching. NVDA is killing it now and I don't buy positions when they are parabolic because they always revert. Intel was also the shovel seller during the gold rush. People are buying NVDA because of the potential they see for future AI development and also FOMO, but the money is always made in the applications that appeal to the largest number of people. History can't predict the future but it often rhymes. At least we are both in the game. Is NVDA really more valuable than Mexico or the Netherlands for human life?

Due_Fennel_8965

Rolled some of my AMZN and GOOG gains into BMNR call spreads. Moonovember or w/e is here!

PaperHandsTheDip

It happens. I played all the tech guys (META, AMZN, GOOG, MSFT) with CC's on most. Ended up making an "alright" profit of \~9% on the plays. Took it fairly conservatively tho.

jt_huncho

Full port into GOOG calls while it cools off before the next rip. Waymo is gonna take Ubers lunch once they expand. Everyone not in sf/la/Austin doesn’t understand how much better Waymo is compared to uber rides.

FriendlyInvestor25

Up 176% on AMD, 45% AMZN, 95% GOOG, do I sell?

Skid-Vicious

All I wanted was a nice little pop on MSFT and GOOG before earnings and now I’m a fuckin’ value investor.

RichAd6309

GOOG closing green, lets go

RichAd6309

GOOG gonna close green

Sudden_Supermarket_9

Goog is the only company which owns both AI software/hardware and is independent. Calls on GOOG.

taintedmask

lol same. glad I held some GOOG and made it back. But it looks like META may have the same fate here. It may get worse before it gets better.

SohndesRheins

It's not possible because no broker is going to price their puts in a way that allows you to get free money that way. Just ran the numbers on GOOG and you'd lose at least 400 doing it that way without a price swing.

Xzlk

It was GOOG 2 months ago. It was Apple 1 month ago. It was Amazon 2 weeks ago. It’s really so fucking easy. When the sentiment shifts and it dips. Just buy it. Buy buy buy buy. They make it so easy.

atlasmountsenjoyer

The products of competitors aren't 90% as good, they're better. Case being Anthropic and GOOG. GPT 5 is trash.

Beteigeuze7

Can GOOG stop shitting the bed

Calm-Television5780

plenty of them back when GOOG was stuck around 150 for a long time, the hate GOOG was actually insane

quokka1234567890

Check out GOOG

SunriseSurprise

Almost all of ORCL, QCOM, GOOG, and AAPL's last pops have been eaten up, and MSFT's OpenAI pop got way more than eaten up. All feels kind of sus. Like of all of those just start going back to where they were, the market would move up quite a bit.

Siglo_VI

Couple earnings ago GOOG tanked and over the next few days I got in calls thinking it was “free money”. What can go wrong right? It’s a mag 7 and I’m sure it’s an “over reaction”. Well the stock proceeded to drop for the next 3-4 months and I had my biggest loss resulting from it. Not saying the same thing will happen but at the same time it sure can. Just be careful, you don’t know where the knife will land.

longGERN

Thank you to GOOG and AMZN for allowing me to purchase off the regular Wendy's menu this weekend Goodbye VALUE

habfranco

Wtf GOOG dont be regarded again

LongNVDA

!banbet GOOG 290 14d

hv876

GLD down, GOOG down, SPY down (over day high). Ber pp up.

alderson710

GOOG you can suck my GOOCK. THANK YOU FOR YOUR ATTENTION ON THIS MATTER.

ideadude

This will actually help me to do some options plays against the stock. GOOG next please.

Ok_Rent5670

GOOG gives up all its gain. Epic

meow_now_brown_cow

The people controlling GOOG stock are absolute sadists.

drbigtoe

GOOG FROM THE DEPTHS OF HELL (the depths of hell are -1.5%)

unclefire

It's totally fine on long (debit) spreads b/c you're buying for X and selling at Y with known buy/sell stuff. Credit spreads can be dodgy, but still defined risk of loss. You know going in what your risk is. It's legging out that can be dangerous b/c you're removing the hedge. I got put GOOG stock a while ago (after earnings) b/c it dropped, I sold my long puts for profit and thought GOOG would recover. Nope-- I got put the stock at a lower amount and just held.

qaswexort

what other stock can shit itself like this? only GOOG

chilicheesedogs54

Give me a juiccccyyy V GOOG

quokka1234567890

I don’t see GOOG at 300

FistEnergy

The market looks very dumpy today. The AAPL and GOOG spikes were sold off and the majority of index stocks continue to trend lower. This week's burst of positive ERs might have been a top.

MadManMark222

I can't help but applaud anyone looking at the long term in investing. After all, it's what brought me to buy NVDA 21 years ago, when they started plowing investment into CUDA and Jensen articulated his long-term vision - he and I both anticipated that parallel compute would have primary application in video-related tasks, such as real-time object recognition... turned out to be true, but not the real ("killer app"). But all I can say is that my journey with NVDA, while arriving at a VERY happy place, was a hard road with lots of bumps along the way before the vision started to materially realize. Most prominantly the 80% drop 2007-2009, and then taking eight years (2105) before NVDA even briefly touched that 2007 high again. That probably won't ever happen to Alphabet, they are too big and diversified right now, but I'd caution you, even if they end up having the uncontested success in quantum that parallels what NVDA has achieved with parallel compute, you are not going to have anything remotely close to returns we've seen in NVDA, because GOOG is already a vastly larger company than they were at the start of their visionary investment (law of big numbers), and I think you are missing that processors are only half the equation for NVDA, the other half if consistent, steady, and big investment in CUDA for over 20 years, to the point they can not only deliver exclusive dominance in hardware performance, but ALSO human capital productivity (CUDA is the de facto standard platform for AI now, and it is optimized for NVDA hardware features, further boosting the performance edge ... I kinda chuckle when I hear investors gobble up what Lisa Su says about MI450 raw performance possibly matching Rubin on some metrics, but I see very, very few people acknowledge that CUDA vs ROCm remains a significant mismatch)

Unlikely-Profile1445

I’m balls deep in GOOG now. Bought at the very top just like your average WSB regard would

9xD4aPHdEeb

So, you must agree with my short TSLA and long GOOG+QQQ then!?

unclefire

lol-- GOOG trades worked out for me. Sold stock just under the high the other day. Held naked short calls and was down a bit, this dip made them print. Soon time to buy the dip.

unclefire

lol-- GOOG trades worked out for me. Sold stock just under the high the other day. Held naked short calls and was down a bit, this dip made them print. Soon time to buy the dip.

GneissFrog

this now marks the third straight quarter that GOOG has sold off after an earnings beat gap up. The calls get exercised early by traders who can afford assignment and the shares are sold at the AH highs, while poor retail clings to their calls as they expire worthless.

alderson710

GOOG is the sh\*ttiest stock out there. All gains from their ER are cooked.

probablyuntrue

First time GOOG disappointed you eh? Don’t worry, it’ll do it again

squashyTO

MMs flushing out 10/31 expiring calls on GOOG and META.

wilhelm96

GOOG incredible beat completely erased 😂

PlentyArmy2411

GOOG I get it. we got our tricks, now give me a treat!

probablyuntrue

Oh you thought GOOG would actually become a decent stock? Get Sundar’d

peopeopeopeo10

GOOG behave!

Thisispaartaaa

I see GOOG is back to it's old usual self...fucking hell

Affectionate_Fly7659

GOOG and META with lowest PE among the mag7 and the market can’t just stop dumping them.