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?
Mentions
TSLA and GOOG just reported earnings again. They were granted a redo.
If I had to pick on it'd be GOOG. It's a tech one stop shop with fingers in most of the key pies. Buffet likes them for the long term too.
GOOG 80% cloud growth and 7% AH drop Meanwhile AMZN MSFT going freaking parabolic
GOOG bears determine fundamentals based on price movement Aka are literally regarded (As opposed to thinking about the fundamentals and then estimating what it should be worth) To be a GOOG bear in 2026 is wild. But you saw this mass psychosis last year in the 130s
Honestly I think both AMZN and MSFT popping are going to make GOOG look like a steal in comparison and so GOOG will just go up naturally but slower in little increments as people accumulate. Just be patient. If AI does pay off in the way it probably will GOOG will be $1000/share.
MAG 7 NET INCOME GOOG 112.11B AMZN 62.65B NVDA 58.31B MSFT 35.80B AAPL 29.79B META 15.85B TSLA 🤡 1.10B 🤡 Clear Winner GOOG
Fair enough. I've heard people use "overvalued" before something went 10x including on GOOG and TSLA. I am not proclaiming it's overvalued forever. Just for a short bit. But still, it could just as likely go to $500 before it goes to $200 (which is where I think it belongs)
I too have GOOG...I have zero doubt it's not up to $400 by the end of the year.
GOOG braindead while MSFT and AMZN putting out +10% days
Apple’s growth is subpar and it’s overvalued compared to MSFT, GOOG and AMZN. They’re a safety stock people run to when they wanna avoid risk. Unless AAPL posted monster numbers they were gonna tank especially after that run up.
Actually I bought AAPL puts but that was not based on EPS but because sentiment flipped overnight due to MSFT. Wanted to learn more so I can make plays on GOOG and AMZN instead.
You bought GOOG instead of AMZN calls and it shows
https://preview.redd.it/x8eqyl5dpfgh1.png?width=678&format=png&auto=webp&s=cb9c10c9a7256b40c49da431e0a5d277e6d2333d how it feels to be holding GOOG rn
Totally agree. Reddit's niche is the more conversational level interactions, which are increasingly valuable as the adult populations increasingly isolate themselves from day-to-day social interactions. I personally use Reddit for my starting place for most product recommendations after GOOG nuked their search a la 2019. Having so many bots is a poison pill against that argument.
Google AI summaries - don't worry, they'll be more sites getting nuked by this, Reddit is just under the microscope because it's so easy to see it as it happens. Predicting in less than three years GOOG is going to have earned the "fuck tou pay me" hatred of the entire content-producing universe for this move, which is literally just naked theft in the name of trying to seize the steal-distill-disassociate-monetize content theft market from OpenAI and anthropic (who are doing the same, but not as obvious about it)
that 0.63% GOOG pump was the best we’ll see today, time to fade
GOOG needs a new CEO….they are almost succeeding in spite of him.
I was really doubting it after MSFT +45% and GOOG +82% but Amazons +35% has convinced me
GOOG has the worst cash flow amongst them.
Wtf they are pinning GOOG down for no reason, when MSFT and AMZN got worse results
is that why GOOG is up .63% AH lmao
Tim Apple, we rely on GOOG for AI😹👍
Does everyone all this amazing "soaring" and stock highs are because we dumped straight into earnings. Don't forget, in the past few months: GOOG was over $400 AMZN was over $280 AAPL was over $345 MSFT was over $465 META was over $686 TSLA was over $450 NVDA was over $235 (Technically, it hasn't yet reported) Literally every Mag7 stock was higher - Same with AMD, AVGO, etc.
yea, i’m holding GOOG
wow the ai market is rallying, let me see how much GOOG is up by
MSFT and AMZN are the two out of the Mag7 that I thought were laggards and didn’t take positions in. Instead I went heavy on META and GOOG Inverse me if you like money.
GOOG MSFT AMZN we are so back😮💨😮💨😮💨
yea honestly, not sure what to make of GOOG’s price movement today during one of the hardest ai rally’s this year
https://preview.redd.it/qbg8csge4fgh1.jpeg?width=1290&format=pjpg&auto=webp&s=4fbe4f742cef7a033e42400a48f2842d3a6ec090 Is it time to go back down again GOOG
If AMZN, AAPL, Crash like META, GOOG, earning, what happens next
today was a disappointing day for GOOG given the ai rally
GOOG going for that quadruple top and bottom
GOOG is pissing me off
Come on GOOG. Be better.
GOOG filled the earnings gap, expecting META to as well. Full port METU today
A year ago I was bagholding GOOG and wondering if I would ever get a chance to buy back into MSFT at a reasonable price, but it was trading at all time highs with a PE of nearly 40. Both are core holdings and you take any discount opportunity the market gives you.
GOOG is better for buying long term shares.
this monday I sold all my MSFT and bought GOOG :D
watching GOOG is pissing me off, time to go work
Same with GOOG. It was done. Lawsuit, search was over, AI strategy sucked. Then Gemini, and everyone realized it wasn't a complete tool of a company, but actually pretty well-positioned for AI. I piled into MSFT for the same reason. They had their fumbles..Copilot was a turd out of the gate, and OpenAI is a shit show, but for selling AI to enterprises I think they'll be powerful. They seem to be getting it together now. And also not focused on being a model provider.
GOOG is almost green, it goes up 0.10% each time the other chips and mag7 pump 1%
GOOG is better tbh.
My company is actually doing the opposite. leaving GOOG and moving all data to Azure, due to safety concerns. We have massive PHI/PII data. My wife works for the state government IT, and she told they are getting rid of their own data center team and moving to Azure too, because it is cheaper and safety is not a concern after some assessment.
my hope for a GOOG pump is fading 😔
Why hasn't GOOG been invited to the party?
GOOG took the mantle of inverse SPY from MSFT
I agree I’m also a little worried that bc AAPL has been a hedge against AI it will sell off hard. Tough to say. If I’m a hedge fund I’d wanna buy AAPL plus a mix of MSFt and GOOG right?
What went wrong with GOOG ???
Also sell your options whenever they're nice and green... Can zi trade my GOOG calls for like anything else?
I mean it's more than that, it has office suite but MSFT Is the largest software on earth. GOOG is indeed ad and search business but matured enough to have strong diversification with yt etc.
I’ve been thinking of doing just GOOG and chill I think this is the time
i’m full port GOOG but i don’t see any reason or catalyst for it to run
it's ok GOOG you go when you feel like it
I’m not going to chase chips anymore, GOOG give me at least a 1% pump 😭😭
Apart from ad homini arguments. Of course there is stupidy, herd mentality, HYPE and whatever else. But SK Hynix IPO was not a real IPO, it was just a clever capital increase via the US market also strengthening their strategic cooperation with the US on the political level, ties with NVDA etc. Same for GOOG by the way, they did a very successful capital increase with Buffet buying in. Well, both GOOG and SKHY fucked up after that delivering record breaking earnings and outlook. So all what you said apart - this is a completely different story than SPCX, or not? I mean, here it is imho very clear what the bet is - that CAPEX is needed for AI capacity build-up that is already earning tons of money. Unless one thinks this thesis would be bs, the story makes sense long term. Short term anything may happen and there I have really no idea who to play. So thanks for the link, I'll have a look.
and GOOG is down while everything pumps, damn lol
Imam watching my whole list rocket and I have GOOG... MFL!
fml i’m holding GOOG
Not a bad day to buy GOOG I reckon
Back then, you couldn't tell where the buyers were coming from. Today, there are big buyers telling everyone that they are buying. So, as long as these big buyers are buying, you stay in. Once they stop, you exit. Right now, GOOG increased capex, META and MSFT maintained their lofty capex (META even mentioned higher capex next year). Let the paper hands leave, and then ride it up.
I mean the odds of these hyper scalers going down after earnings was always going to be high. So far, only MSFT dodged the drop. We've got GOOG and META both dipping at least 8% after earnings.
MMs are cruel Making GOOGL GOOG tank with META lol what the fuck
GOOG and MSFT with pretty much the same CAPEX guidance. GOOG more growth in the cloud space. One dead, the other healthy wtf
Meta sucks, never invest in a company owned by suckerberg, not investing in an ad driven company at all besides GOOG because it’s full stack ETF.
So.. didn’t GOOG increase cap-x spending but got punished for it last week? I seem to remember reading about fears of “overspending “ on AI… 🤷♂️ and META was selling compute power.. thought that would have made the stock go up? I have no position in either.. but just trying to understand.
Now I want to make fun of the guy who was laughing at me for not buying memory, when I was telling I was bagholding MSFT and GOOG after the last GOOG earnings. When a blue chip triple A rated stock is trading below its 200 week average, only because of capex. You better ride that Rocket before I lifts off, that are once in a lifetime chances! Still not to late guys, still trading a hell lower than it should be.
>Many people don't understand this, but GOOG is actually an ETF People say this about GOOG all the time actually, but being diversified isn't the same thing as being an ETF. GOOG owns many business lines, sure, but it's still just one company. That's exactly why the stock can drop on company-specific news - like recently the key AI talent departures - whereas an actual ETF wouldn't.
I think MSFT has a much clearer path to monetising AI. Copilot got a bad rep because it was initially very poor, but now it's good. I'm convinced a huge number of companies will start paying for it over the next year or two. GOOG has a lot of interesting stuff coming through and a lot of longer term initiatives. However, I'm not convinced Gemini has a clear path to profitability. I'm also nervous about their reliance on ad revenue via search and YouTube. If there is a recession their ad revenue will tank hard and their cash flow desperately needed for data centres will dry up. But they are both amazing long term investments. I am equal split between the two and have no interest in any other MAG7.
Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612
If I had to pick only one today, probably GOOG, mostly because the expectations bar feels lower and the cash machine is still absurd. Microsoft may be the cleaner enterprise AI story, but the capex and lease-accounting noise makes the free cash flow picture murkier than the headline narrative suggests. Both are great businesses, I just think Google has a bit more room for upside surprise from here.
idk I mean MSFT got its Maia chips which are pretty good and the company's coop w Novo Nordisk and other companies to apply Copilot on specific tasks like clinical trial compliance shows that MSFT is taking advantage of its enterprise network to develop useful AI. Idk if GOOG does that too though id say thats prob one of my fav part of the MSFT earnings call
I was up 75% and now 27%. I own lots of GOOG but got burned on memory and space.
>Google seems to have more room to surprise. GOOG's PE ratio and valuation is already much higher than Microsofts.
I’d take GOOG. MSFT may be the cleaner AI story, but expectations matter, and Google seems to have more room to surprise. “Microslop” is mostly noise—the real question is which company earns more on each new dollar of capex.
Makes sense. Maybe I'll go all in on MSFT as a short term play to ride the wave, and then sell and put it all in GOOG afterwards since I think they're the stronger business.
I dont think Apple is gonna come out on top, so far GOOG is outperforming AAPL, in 1YR and 5YR performances, despite the recent correction. It is clear GOOG as the biggest chance of being the AI winner of the hyperscalers, however it doesn't mean the other hyperscalers won't profit. Investing in pretty much any GAFAM stock will likely outperform the market in the next 5 years, especially GOOG, AAPL and META
GOOG. Microsoft has to convince companies to pay for Copilot. Google just waits for everyone to search “why is Copilot broken?” and sells an ad next to the answer.
Well that just means that GOOG is winning the AI race, making it the better long term investment
GOOG Many people don't understand this, but GOOG is actually an ETF
If I cancel my gemini subscription am I still allowed to short GOOG? Aren't I sitting on MNPI knowing their ARR just declined?
GOOG thinks it's part of KOSPI
I think MSFt has been severely and wrongly beaten down for the past 8 months. But im not convinced that translates to going on a run over the coming weeks. Sentiment on SAAS is still not great. Market still hates capex (MSFt just has less capex to the point where it doesn’t use up all cashflows in comparison to GOOG). Cloud giants all face the common issue of very difficult to get data centres built (ie the supply constraint is not disappearing) The market priced in for the chance of some “bad” news following GOOG’s earnings. The reaction now is more like “oh ok it wasn’t so bad”, not “holy cow where have you been all my life, I’ve been so blind!”. That isn’t enough support to give it a run up. If anything, stabilising between 420\~ 450 before mid term election is over is my guess
I said this days ago, so not monday morning QB - After seeing GOOG get massacred for their CapEx, other companies are reporting lower forward capEx spending. But there is no rule that they abide by their estimates. They can spend whatever the fk they want. And they will. That's why MSFT capex actually came in slightly below estimates. Total BS
I don't get this idea that MSFT is now great stock because GOOG has high capex. Because GOOG can snap its fingers tomorrow and lower capex. We got here in the first place because of AI hype, and GOOG having a frontier model, TPUs and incredible distribution. Whereas MSFT had no frontier model, no TPU and the distribution surface is very large but it was done very poorly. Fast forward couple months, what has changed is seemingly better distribution for MSFT, and GOOG losing its status on the frontier model. And maybe an appetite change relative to AI -- we don't know yet, I think everyone is pensive right now. There really hasn't been too much else and there is still a lot to go for MSFT, particularly if AI turns out to be fruitful quickly. Nadella just sort of lost it with his incessant low fidelity rambling on agentic eras and stuff, while getting sloppy on crossing ts and dotting is. The distribution is getting better with CoPilot but I still have not heard anything meaningful from Nadella to trust him with my money. My 2c. FWIW I owned a position in MSFT and sold it around $470 (?), buying into GOOG, because I could not understand Nadella.
8% AH??? On 40% azure growth? Damn. The rally GOOG should have had w 80% GCP growth wtf
The bear case for GOOG at this point is limited ENTIRELY to “I don’t think AI will be as big as the world expected a year ago”
You literally contributed to people bag holding by pumping the stock around 1k. Now you're calling them gamblers. Stop worrying about what other people do with their money, and go back to pumping GOOG.