Reddit Posts
Not invited to Anthropic's $2T investor day? Me neither.
To the person going all in on Alphabet (GOOG)
I still don't fully grasp share buybacks and the intrinsic purpose of owning stock.
Your AI analysis is just astrology for tech bro
Short $GOOG, Mapquest is beating Google Maps.
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
Two ways to buy Anthropic before the IPO (while paying 50% less)
My Earnings IV crush story on MSFT and sharing October data
What % of your portfolio is in single stocks vs ETFs?
What % of your portfolio is in single stocks vs ETFs?
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
Punishing GOOG for Hassabis changing roles is illogical. Isomorphic Labs is a better moonshot than Waymo. Hassabis is the CEO
21M, was up 101% YTD, sold half of everything Monday. Regard?
GOOG is sitting at a super interesting GEX cross point right now
You Have to Fish Where Fish Are - And US Pond Seems Empty
With most 13Fs released, here are superinvestors' top 10 buys from Q2
$ZETA is going to go retarded today
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
GOOG Gamma Exposure Update: 6.88% Rally In Play
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?
Mentions
Maybe. But government bailouts don't occur until the brink of death and there's no other option. What's this mean for neoclouds? Nothing good for the equity holders. More likely: GOOG, META, MSFT etc. pick up the assets for pennies on the dollar. Secured bond holders might get something; depends on the recovery rights. Bailouts aren't for equity holders. They're done to prevent the worst case economic ramifications. Job losses, financial system instability etc.
AVGO GOOG and DRAM small pos 10 shares ea
Ironically I'm liberal. But I can be objective. 2000 was companies going public with zero revenue and unheard of forward PE ratios. 100x+ in many cases and 2x or 3x price increases on IPO day \[look it up\]. "The irrational exhuberence" on speculative revenue caused the common person to run into the market, driving up prices and margin usage. This caused excessive exposure to the COMMON person. When the market stumbled, margin calls came in, and the market collapsed. Today's market is exposure to the most profitable companies on the planet \[hyperscalers and semiconductor companies\]. These companies have accelerating profit margins (even before mark-to-market profits), accelerating revenue, growing cash flow from operations (before capex), and the highest historical PROVEN average ROIC (AAPL, NVDA, GOOG, META). These are elite compounders. It's also exposure to two of the fastest growing companies of all time, OAI and Anthropic. I will take their foresight over the layperson in here. There is nothing but superficial comparison from 2000 to today: * "Debt high in 2000 so debt bad today." * "Stock price climb fast in 2000, so stock price climb high today bad." Laypeople here stock there, instead of looking at who's backing it, growing profits, growing sales, etc. Stop with the what-ifs.
GOOG looking at good price now fr
If I had just sold this POS $GOOG every time it went to 350 the last few months I would be so much richer god im such a moron
NVDA, MU, GOOG, SNDK, NBIS - cant go wrong with any of these at current prices
Google and Nvidia have a correlation of .29, which is low. https://portfolioslab.com/tools/stock-comparison/NVDA/GOOG This is why I said go verify your beliefs. I'm not going to sit here and correct you every time you make wrong statements.
I generally am a "never say never" person, but regardless of the merits of GOOG, or any stock, I am completely confident in saying real investors should NEVER go all-in on one single stock. Unless you've got inside information it's just too much risk -- and of course the inside information is its own kind of risk. Don't do it.
Gemini can't even properly respond in Pig Latin no wonder GOOG hasn't gone anywhere in months with stale development like that, you guys
**BanBet Created** ▲ | **Record:** 2W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $360.00 (above) | $340.87 | +5.6% | Fri, Oct 30, 10:15 AM ET |
> Like if it happens, cool, if it doesn't, that's fine, then it didn't matter anyway Point is if you held conviction in the stock, why would you not buy it? And if not buying it, what are you buying that's better? I've been in the markets for over 25 years. So many people were afraid to buy the likes of MSFT AMZN GOOG AAPL because it "had already gone up so much". Yet these companies continued to grow revenues and profits for 2 decades and going, and the share price followed. People are even afraid to buy SP500 when it is near all time highs. Yet look at the chart; you might get lucky on some dips, but for the most part you are chasing the price up over time. And reality is when the markets are bleeding red a lot of people are afraid to buy.
in terms of earnings, it's a significant % for GOOG and AMZN.
Is there a GOOG cult I can join? heavy on 2028 LEAPs at the moment.
You sold GOOG!? What a bonehead move
No shame, I simply sold my GOOG and VOO FOR SGOV, VXUS, RSP, and a tiny tiny bit of QQQM
If price doesn't drop tomorrow, maybe I'll buy some GOOG. Running out of time for earnings.
CoreWeave is one of Nvidia's largest customers just like SPCX, ORCL, MSFT, AMZN, GOOG. No surprise
RDDT is the inverse AI play Can’t wait for it to do a GOOG and double
It will. AAPL and GOOG are going to keep going neck and neck through $400 and beyond. Be patient young padawan.
Soon. Meta Muse was the signal that GOOG and AAPL are going to pop with their own versions.
CAT GEV down because they’re part of AI infrastructure? But MSFT GOOG and IBM are in the green? Fuck this bipolar market.
Same share price for GOOG and AAPL is weird
GOOG with the same boring fucking script every day
I don't think we are experiencing a bubble pop, but I think we are seeing a rotation from high beta/high risk semis and cloud to well-established "quality" companies. The sectors that were up yesterday were energy, consumer staples, and healthcare. Then you look at the tech names that did not take any real damage - like AAPL and GOOG - and it seems like some big boys have decided that the high beta names have already run and are unlikely to reclaim ATHs (other than a mini-run here and there). Then the big semis like NVDA, AVGO, TSMC, etc. cannot do anything to really impress the markets because they're on the same steady path higher. The memory names are in the same boat but with downside risk from oversupply and competition. So big picture, I wouldn't be chasing AI names that already ran up 100%+ in the past 24 months. I think you'll see limited upside and huge downside on those.
Exited cash gang this morning (was only there since last week). My core non-gambling positions for the next year are: 30% SPY, 30% GSEW (equal weight S&P 500 - less tech top-heavy), 20% Gold, 10% AAPL, 10% GOOG. Gambling account will be based on vibes and bad WSB advice, as always.
GOOG was a safehaven stock, of course a broader market V will kill its momentum
GOOG. Superheavyweight cash cow that has its fingers in everything.
It's just a few companies propping up the index while every other stock suffers. My port is held up by GOOG & NVDA while every other ticker is a death sentence right now.
Dont trust GOOG to stay rising like that at this point. Will fart any time
At this point I’m tired of pretending I know what any of this shit means, just tell me how much today gonna hurt my MU, NVDA, AMD, and GOOG?
All of it is a fugazi. OpenAI, MSFT, GOOG etc. are all fucked on the AI front.
I would personally avoid buying in right now during the down-turn. I would start a slow DCA after the FED announcement if things improve. Companies to look at, remember not financial advice, just companies I like for various reasons. Energy - $BE Chip testing - $TER Hyper Scalers - $GOOG, $AMZN Chip building and fast inference and neocloud - $CBRS (Riskier) Domestic FAB and turnaround company - $INTC Space & AI - $SPCX
you dont get the point my man Claude code is one thing anthropic is another claude code could run as a 200 billion dollar company fine but 2t for that shit is not worth it and also the rev u see are promised ones second they can cook books and you will never know GOOG is cooking books with GPU depreciation methods same for NVIDIA and AMD and all, And the way you thrash open source tells me you dont even use more than one open models try deepseek flash or pro or Qwen 27B or Xiaomi 2T model param and you will see a new la la land
Sold my GOOG turbos at opening, still up 40% on my portfolio YTD. Sitting all cash now, Nasdaq at all time high. Hopefully this is only the beginning of the crash 💥
A couple of additional thoughts... The current price action shows nobody is catching this fall. Nobody is buying the dip. It's all down even after hours. There was no bounce. Nobody is stepping in yet. They will some day, but not yet and I don't think it's close. I was around for the dotcom boom and bust. I helped cause it, working for one of the companies who everyone knows about and is synonymous with the dotcom bust. When the bust started in early 2000, investors sold out of the tech stocks and put their money into the "safe" S&P 500 and DOW. This lead to all new highs. Then it fell too because of the losses being hidden, and the fact that Puma was a fucking clothing company. The creative accounting being used in the tech companies was learned from the big boys, not the other way around. The exact same thing is happening now. The index is being held up, even reaching all time highs. Then it too will fall when marketing budgets get cut and the debt situation starts to get worse. This won't be as bad as the dotcom bust because GOOG/AAPL/MSFT/META all make real money, and they will recover, but they sure as fuck will go down. Stay safe first. Do the right thing you would advise someone else to do. In the morning I am selling the rest of my shit, taking massive losses in the process, and I'll sit it out and watch the rebound, or the dead cat bounce. I won't know which it is for a couple of weeks.
Oh yeah still have a gigantic position on GOOG, have been buying them since 2021, not planning to sell anytime soon. Unfortunately I can't buy calls on Goog, but if I were to, I would just swing here. Undercut and reclaim of the 200d at 340 would be a good level, but only after it reclaims it
Still sitting on those shares I’m assuming? I have 20k tucked away specifically for the next time GOOG had a decent selloff, am thinking of putting most of it in tomorrow. Thoughts?
Thoughts on GOOG? Will it bounce after this rout is over?
I'm starting to think buying GOOG calls at close wasn't a good idea
I think the risk is more that there zero return on investment and shitty AI stops being shoehorned into shitty software. META abandoning the metaverse didn’t materially change their core ops and I think you could say the same about AI for META, MSFT, GOOG, AAPL. Not that AI is entirely useless, just that it’s mostly useless with its current function and iteration. I think there’s novel ways it has value and to increase worker productivity, but nobody is losing sleep if copilot (aka new Clippy) gets the ole Clippy treatment and sent to the shadow realm lol.
Hedges need to dump chips and buy GOOG and MSFT tomorrow to compensate for the Anthropic fuck up.
It’s good model. No one really knows how to react because it is narrative breaking The all in podcast bros have framed this whole thing as “frontier model only labs (OpenAI and anthropic) vs cheap Chinese models” and that China won’t penetrate enterprise but unfortunately GOOG is deeply penetrated enterprise GCP, AND, has BOTH the frontier models **and** the dirt cheap ones (META will get close too, minus enterprise reach. but zucc will subsidize pricing just to get attention and it will work) and Goog and meta can simply lose money for a decade and it won’t matter Curious to see if All In pod bros try to sweep this under the rug or not
GOOG went from green to -2% brutal
100% agree on GOOG. Just bought more on discount.
Just boring, light, profit-taking. Moved Money FROM: DFIS, GOOG, SPCQ, LMND (though this one IS risky IMO). Moved Money INTO: NVDA (, EWY (for exposure to Samsung), and some random dollars into QQQ. Hanging tight on the rest.
Bag hold all the bloated AI stocks with insane P/E lol. Buy and hold $GOOG. Profits regardless of what happens with AI in the long-run. 10-20+ year retirement play.
70% is a pulled-out-the-ass number. if the ticker symbol isn't the same, you don't have to worry about it. The IRS hasn't even ever said GOOG and GOOGL are substantially identical.
I know its tough to swallow but take this as a WSB lesson not to touch options and buy shares. You can start off with GOOG or AMZN shares. Even if it goes down, you wont lose money if you dont sell.
**BanBet Created** ▲ | **Record:** 4W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $440.00 (above) | $349.40 | +25.9% | Wed, Oct 21, 11:14 AM ET |
Berkshire bought GOOG because it has very durable businesses and generates excess cash flow — not because they have insight into the AI investments. GOOG is very durable for the foreseeable future. The rest is noise. GE, not a great comparison.
Chart on GOOG is ridiculous, never buying contracts on it again
That GOOG jump to 355 lasted less than a Taco Bell meal in my stomach
I'm holding in euros and my GOOG average has gone from 353 to 333 just because dollar has gained value over the last weeks.
GOOG is fucking impossible to trade, goes up $5 then down $7 then up $3 then flat.
Only my GOOG is green :pray: :pray:
AAPL and GOOG stop tempting me...
This is the key to me. Pick companies like MSFT and GOOG, who will benefit from the growth without being uniquely vulnerable to a sudden AI correction. Companies like NVDA are making money hand-over-fist right now, but if AI crashes, they might *never* recover to their current highs.
Good thing I own a lot of GOOG because boy o boy do I feel retarded about my other stuff.
GOOG seems to be preparing for giving up gains and go red at open.
GOOG Please give me a dip.
GOOG obviously. It's almost like an ETF of most frontier technologies.
That's not the point. Claude is the better coding model right now, but that's *all* Anthropic does. GOOG is basically its own ETF. Not even close between the two if I had to own only one stock.
Any news for GOOG or just doing its thing
I effectively lived through this experience. I had some stocks, my wife got a big law job and now I had stocks I had to hold. You really want something sold that doesn't make you pucker. The ride with TSLA was interesting and a bit more nerve wracking. But the pile of AMZN, AAPL, GOOG and MSFT helped you sleep at night. If I was making this buy today GOOG is probably the right answer but I'd look hard at AMZN, they are the one lagging the other MAG 7 these days and if you are buying a big chunk of something to hold for a while buying low matters more. AAPL is another interesting option. Everyone is buying Apple gear to run AI on, so they are getting some of the boom. But unlike the others, Apple have not made massive capital investments in building out AI capacity. If this goes south they are not going to suffer.
For playing safe, GOOG or AAPL or MSFT or NVDA. To take some risk, MRVL or BE
Obviously, if you got them at their lowest point you got a good return but YTD MA is up 5.94%, V is up 12.93%. For comparison, MSFT is up 12.37% this year. GOOG is up 11.38%. AAPL is up 25.53%. NVDA is up 22.53%. META is up 15.38%.
I bought a GOOG leap ITM last month similar to this but expiring late ‘28. I have a terrible track record with options though, so if your position falls apart you can blame me.
GOOG - poised to be a leader in AI, while also being diverse
I just closed out the last of my TLT to buy GOOG 2057 debt. Long live Saburo Arasaka.
Broadcom relies on big tech companies like GOOG , MSFT , META , Anthropic , OpenAI requesting to buy its chips as an alternative to NVDA , these companies have placed massive custom AI accelerators ( XPUs ) and networking chips to Broadcom , so AVGO has already a contractual pipeline for long term profitability , not sure why Broadcom's CEO thinks AI wave is a casino and gambling place , if so Broadcom is selling roulette tables ..
you make great points until: \>GOOG at it's core is a search business no, it's marketing. it's ads.
I want a news paper that is as objective as possible in their reporting. I still wouldn't trust one that didn't state their political "color". My luke warm take (because I've heard versions of this Flores for a while) is that we'll end up with a similar system for AI but that's besides the point for whether GOOG is a good investment...
Hate to break it to you, but the hyperscalers, particularly GOOG have always had exceptional ROIC. Maybe we should trust them rather than you. Moreover, the earnings releases for MSFT, AMZN, GOOG showed their operating margins and profit margins increased for cloud and overall, even before any mark to market gains. The debate on their AI cloud profitability is dead. You can let it die.
Berkshire Hathaway holds GOOG ~ about 9.5% of their portfolio. If someone thinks they know better than those guys, let 'em take a run at it.
apparently GOOG released Gemini 4 Argon
the GE comparison lands. i've been tracking my own net worth in a spreadsheet for about 15 years, and the pattern i keep running into is that the real risk of an all-in bet isn't the crash, it's the lost decade — GE holders waited roughly 20 years to get made whole while the broad index kept compounding. i still own some GOOG myself, but there's a big difference between being long a company and betting everything on it.
I finally realized what was holding back QQQ: see GOOG just dumping again while QQQ rising, make no mistake
GOOG is first and foremost an advertiser, and its AI summaries don't exist independently. Paid results absolutely affect the AI summary
> GOOG at it's core is a search business. Disagree. Google at its (no apostrophe) core is an advertising provider.
GOOG to 400 please.
Every day same shit, overnight pump sold off or the opening pump is sold off on anything I buy. Crazy man . GOOG and NOW
I want to trust you GOOG, but I can't.