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GOOG

Alphabet Inc Class C

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Price

$2377

$6.24 (0.26%) Today

Mentions (24Hr)

10

-44.44% Today

Volume

$2M

Avg Volume

$2M

Market Cap

$2T

52 Week High

$3042

52 Week Low

$2044.16

Day High

$2372.75

Day Low

$2272.06

Previous Close

$2253.69

7 Days Mentions

71

Reddit Posts

In the money GOOG option expiring today, will it be excercised?

Not a bad two day gain on a $4k+ OTM GOOG call (+$4725). Slowly dumping more and more VOO along the way for what’s coming next 🌈🐻

u/hoopmbb6279 asked me to post my positions and prove that my account is up about 50% in the last few weeks from $26k to $40k

r/stocksSee Post

Can AAPL get back to ATH in 4 years?

r/wallstreetbetsSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, MSFT, AMZN

r/wallstreetbetsSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, MSFT, AMZN

r/wallstreetbetsSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, MSFT, AMD, AMZN

r/wallstreetbetsSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, AMD, MSFT, AMZN

r/stocksSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, MSFT, AMZN

r/stocksSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ, IWM, GOOG, MSFT, AMZN

r/stocksSee Post

Weekly Risk Ranges for TSLA, AAPL, SPY, QQQ< IWM, AMD, GOOG, MSFT, and AMZN

r/stocksSee Post

SPY is still 21% above pre-pandemic highs.

r/wallstreetbetsSee Post

GOOG 1/20/23 2850 C - Down 62% but I’m holding!#YOLOUPDATE

r/StockMarketSee Post

Elon Musk about to troll $GOOG ... next YouTube

r/wallstreetbetsSee Post

Preface: Amazon recently had a 20:1 stock split this past Friday (taking affect on Monday). Google has its upcoming 20:1 split slated for mid-July.

r/stocksSee Post

One stock I will hold for 10 years - Hint, it rose 47% in the last 11 days since I posted about it here!

r/stocksSee Post

Sell ETFs for Growth Stocks?

r/stocksSee Post

$GOOG Split Coming Up- Entry?

r/stocksSee Post

Loss Harvesting Using Different Stock Classes

r/wallstreetbetsSee Post

Amazing arbitrage play on $GOOG. I did the DD so you don’t have to :)

r/wallstreetbetsSee Post

"Jim Cramer says these three Big Tech stocks have ‘nowhere else to go but up’ " - In other words: $AMZN, $FB, $GOOG will crash immediately.

r/stocksSee Post

Google in talks to join 1.4 billion Indian market, open digital commerce network for cooperation. The next billion-dollar market.

r/stocksSee Post

Google Cloud Chief Clarifies Aramco Deal Is Not For Oil Production

r/wallstreetbetsSee Post

I’m done gambling

r/investingSee Post

Decentralized Search Engine Hoping To Rival Google Launches On Mainnet

r/investingSee Post

Fidelity charging fees on trades?

r/stocksSee Post

19 Extra Shares...GOOG and GIOGL

r/stocksSee Post

Do you believe the days of big-tech market leadership are behind us?

r/stocksSee Post

Social Media Stocks Decline Sharply After Snap's Q2 Earnings Warning

r/stocksSee Post

"This is an opportunity to build a best-in-class, multi-year portfolio."

r/stocksSee Post

SNAP CEO Evan Spiegel preannounces a miss of current quarter guidance just a month after previous earnings report

r/stocksSee Post

The perils of "finding the next FAANG" for creating generational wealth?

r/StockMarketSee Post

People hate market timers because...

r/stocksSee Post

GOOG/L - Competition and Transparency in Digital Advertising Act

r/wallstreetbetsSee Post

GOOG/L - Competition and Transparency in Digital Advertising Act

r/stocksSee Post

Please help me buy the correct Google Share!!

r/wallstreetbetsSee Post

Buy Puts SP500 Overvalued 20%-25%+

r/stocksSee Post

Tech Stocks Advance Premarket Friday

r/stocksSee Post

What would you do in my position?

r/stocksSee Post

would you say to hold the companies or cash out?

r/wallstreetbetsSee Post

Anyone can explain latest market actions (last week or so)?

r/investingSee Post

Alphabet Inc. (GOOG, GOOGL) Analysis

r/stocksSee Post

All-in on $GOOG sub-2000?

r/stocksSee Post

Thoughts on Digital Turbine ticker APPS

r/stocksSee Post

I sold all my positions in GOOG, PYPL, AMZN, AAPL, and MSFT today. ($50,000 left, what was once $120,000)

r/investingSee Post

Why do people still think Tech will out perform? No industry does forever.

r/stocksSee Post

Why do people still think tech has room to outperform after 10+ years of a bullrun?

r/stocksSee Post

GOOGL's spin-off is imminent, and the company is repurchasing shares. But shareholders are selling a lot of stock. How to understand?

r/stocksSee Post

What do you do with your cash once you have decided to sell your shares?

r/stocksSee Post

My thoughts on stocks

r/wallstreetbetsSee Post

Elon is about to light a fire in the dumpster that is social media

r/wallstreetbetsSee Post

Big Tech. Who will win the metaverse?

r/stocksSee Post

Should I sell my VTSAX holdings to take advantage of potential growth with AAPL, AMZN, GOOG?

r/stocksSee Post

P/E ratios are still too high. Why are you not refraining from buying?

r/stocksSee Post

Prophets in a bull market, prophets in a bear market, can we stop with the hindsight cringelording?

r/stocksSee Post

Selling Winners to Buy the Dip?

r/stocksSee Post

Some stocks are looking downright irresistible

r/stocksSee Post

Is it a good time to buy TQQQ for long term?

r/stocksSee Post

Is there a NASDAQ 10 or NASDAQ 25 ETF?

r/stocksSee Post

About to come into a (relatively) large sum of money...

r/stocksSee Post

Google unveils its first watch to compete with apple

r/wallstreetbetsSee Post

SPY, MSFT, FB, AAPL, AMZN, TSLA, DIS and GOOG Option Chains for this week

r/wallstreetbetsSee Post

You invest in tech because you like software & innovation. I invest in tech because I like monopolies & surveillance capitalism. We are not the same.

r/investingSee Post

Anyone else wish this sub was more long-term focused? (calm discussion)

r/investingSee Post

50k in an ETF or 50k in MSFT/GOOG

r/stocksSee Post

Should I pay off my Margin Balance with my existing HELOC loan?

r/wallstreetbetsSee Post

Tesla gets criticism that it's a good company with an overpriced stock. What if the reverse is true? A shitty company with an overperforming stock. Do you seriously think Tesla's cars are more important than $GOOG?

r/stocksSee Post

What are the GOOG VS GOOGL Differences

r/wallstreetbetsSee Post

Would GOOG be a good buy? Google bought Raxium (AR)

r/wallstreetbetsSee Post

NLST beat GOOG in Claim 16

r/stocksSee Post

ETF discussion for dummies.

r/stocksSee Post

What to do with my tax return?

r/stocksSee Post

Could you guys tell me how many individual companies investments you have and what's your top 3 largest positions (Please don't mention ETF)

r/wallstreetbetsSee Post

Opendoor DD - I'm betting $1.3M on OPEN because it's the most obvious hundo bagger since Tesla

r/wallstreetbetsSee Post

GOOG & AMZN - upcoming 1:20 stock split

r/stocksSee Post

GOOG & AMZN - upcoming 20:1 split

r/stocksSee Post

Why am I actually the unluckiest person ever?

r/wallstreetbetsSee Post

GOOG Stock Theory

r/stocksSee Post

People who started investing 2015 onwards, how much are you up/down?

r/investingSee Post

On $FB and the Metaverse potential

r/stocksSee Post

Why are GOOG, AAPL and AMD so popular on this sub?

r/stocksSee Post

Pre-covid vs Non-covid Price Analysis

r/stocksSee Post

On $FB and the Metaverse

r/stocksSee Post

Excited to be DCAing again - What are you guys buying?

r/wallstreetbetsSee Post

47.6% of Berkshire's $300+ billion portfolio is in one single stock. Buffett is the next Cathie Wood.

r/StockMarketSee Post

When will the bloodbath be over?

r/stocksSee Post

If you had to guess; what 5 stocks would you pick as the most likely to be this decades “FAANG” stocks?

r/StockMarketSee Post

Here is a Market Recap - Thursday, April 28, 2022

r/stocksSee Post

GOOG split 20:1

r/stocksSee Post

NVDA way too expensive

r/StockMarketSee Post

After GOOG missed its earnings report yesterday it’s all about AAPL tmrw to see if we potentially enter bear territory

r/stocksSee Post

What is in store for Google’s future?

r/investingSee Post

Might go against sub rules but mental wellness check post

r/investingSee Post

Alphabet Q1 earnings miss despite in-line revenue

r/stocksSee Post

$GOOG is sunking... Thoughts?

r/StockMarketSee Post

Stock Picks from Top Hedge Fund Managers & Top Wall Street Analysts! Top Tickers include: $V $MA $GOOG and $AMZN $GM, $LYFT, $COTY, $NFLX

r/smallstreetbetsSee Post

Blew up my account and started over with GOOG Calls and FB Puts. Hoping for... something good.

r/stocksSee Post

Buying Google Today

r/wallstreetbetsSee Post

GOOG to the moon.

r/wallstreetbetsSee Post

Earnings play ideas: Puts on $GOOG and $GOOGL for Tuesday 📉 and calls on $FB for Wednesday 📈

Mentions

I also picked up some Amazon, GOOG, SHOP, DOW, and VOO over the last couple weeks. So I made more on those than I’ve lost on the options (which I still feel could print.)

[GOOG Fundamentals - valuations, financials, effectiveness (highlights)](https://imgur.com/a/UGSOAop/)

Mentions:#GOOG

Too early for me on SQQQ tbh. I was thinking about grabbing it over tech earnings, as well as META and GOOG puts. I think we could see more green the next two weeks. I could also be wrong and miss the leg down. Who knows clown market.

Mentions:#SQQQ#GOOG

yup, in fact I was quite up and got greedy towards the end of the day. Discipline, but yeah I'm not worried at this point as GOOG is trading higher.

Mentions:#GOOG

I Googled *Why did GOOG go up 5.14% today?*: Reply: Your search did not match any documents. Suggestions: * Make sure that all markets function logically. * Try different keywords. * Try more general keywords.

Mentions:#GOOG

>some brokers will have an earlier cutoff time) to over ride this automatic exercise. This is why after hours price is important. If GOOG falls in price after hours, the long holder may decide not to exercise. Well I bought 500 shares of GOOG in after hours @ 2370, so hopefully they exercise it. Ugh.

Mentions:#GOOG

The 2370 calls will be auto exercised as they closed in the money. But the long holder has until 530pm et (some brokers will have an earlier cutoff time) to over ride this automatic exercise. This is why after hours price is important. If GOOG falls in price after hours, the long holder may decide not to exercise.

Mentions:#GOOG

Had 4 2300 GOOG calls that I sold at breakeven before the rally today. Missed out on 28K gains. Welp. Still salty.

Mentions:#GOOG

16% of his portfolio is long META and GOOG

Mentions:#GOOG

GOOG on a mission

Mentions:#GOOG

Need to see stuff start breaking downtrend lines before anyone can make that call, and we're still REALLY far away from that, on the indicies at least. The interesting thing here is GOOG (and some other techs) have put in higher highs and higher lows relative to major levels...

Mentions:#GOOG

If GOOG hits 2400 I’m gonna jerk it live

Mentions:#GOOG

I have GOOG 2100 7/1 puts SPY Aug 369 puts UVXY Calls Vix Calls And a mix of stupid SPY 295-35 puts for late July - Aug Bless this hedge daddy? 🥹

I just found the calendar on market watch, you’re right, not much. 6/30 has a bunch of PCE inflation, personal income, consumer spending data. But idk if big deal. Jack Locke has GOOG 2200p 7/1, so I’m not sure what news he is expecting, but his plays kill it.

Mentions:#GOOG

I’m seeing 8.75 on Robinhood rn GOOG 7/1 2200p 7.2 on Fidelity rn

Mentions:#GOOG

I’ve never seen this much of a disparity before for any stock. Fidelity charges .65 per contract for this GOOG play so it’s much cheaper than buying on Hood for $100 more per contract. But SPY, TSLA, etc priced similarly Luckily I don’t use hood other than for looking :)

GOOG 7/1 2200p Anyone know why the prices on Robinhood show 9? I just bought on Fidelity for 7.30 Why such a big disparity? Commission “free” trading?

Mentions:#GOOG

Yeah . One of my worst trades was a deep ITM leap on GOOG. I thought that was the safest call I could get. It expired worthless 🤡

Mentions:#GOOG

doing short strangle paper trading. sold GOOG call at 2310 and put at 1960. 2 lots. GOOG is now at 2345, ITM. 1. I don't want assignment ever so I am going to have to close the position for a loss. Just wait it out closer to market close or just close it now? it seems it's going to drift higher and higher. 2. I closed the put position and rolled up the untest side at 2330 for a 900 profit. Am i doing this right?

Mentions:#GOOG

July 15th. I also did well with AMZN and then lost it all buying more calls. Want to try trade GOOG like you did with AMZN.

Mentions:#AMZN#GOOG

Are GOOG 7/22 2460c a stupid play after this weeks bull run? 🤔

Mentions:#GOOG

Nice, I was starting to build a 360p 8/1 position on SPY today. Curious why you chose GOOG specifically?

Mentions:#SPY#GOOG

Don’t forget GOOG

Mentions:#GOOG

7/21@2280 GOOG Call Reason for opening: wanted to gamble Reason for closing: good enough to screenshot

Mentions:#GOOG

Told you boys GOOG. Get back in before 3400 EOD.

Mentions:#GOOG

Trying to get GOOG 2200p 7/1 to set up for GDP next week but it's not filling :/

Mentions:#GOOG

Don't look now, BUT LOOK RIGHT NOW, GOOG has put in a higher low, testing previous highs now. This really might be the bottom dickheads!

Mentions:#GOOG

Same. However Barrons put out a bearish article on META/GOOG. https://www.barrons.com/articles/google-meta-stock-price-advertising-spending-51656072579 I will ignore it since the stocks are green.

Mentions:#GOOG

Nailed that META and GOOG buy. Why don't you guys listen. I mean maybe not holding the puts. That is truely high level stuff. But every buy this week is a winner.

Mentions:#GOOG

Absolutely butt fucked by E trade this week. Deposited to go all in on SPY 375c Monday, funds delayed Went in today for GOOG calls daily, FUNDS DELAYED FUCK YOU

Mentions:#SPY#GOOG

#GOOG🚀

Mentions:#GOOG

I can't get past the 95 P/E ratio. AAPL is 22 and GOOG is 20. And lets not even talk about how much higher they are than other automotives like F (4) and GM (5). I get it there are analysts much smarter than me who will tell you why they justify that price but on the surface I just think it is too high. They would benefit from a stock split IMO but I'm not bullish right now.

Mentions:#AAPL#GOOG#GM

Where my GOOG bros. Will we finally see a real surge of a day?

Mentions:#GOOG

I think it will be three factors: 1. Inflation shows significant signs of compression. 2. Earnings, coming in about this time next month, show solidity and ok guidance. 3. Big tech. (AAPL, MSFT, GOOG, META, AMZN) need to show that the tough times are coming close to and end. Ultimately, these four or five stocks (along with Berkshire and United Health) are the real drivers of the index. Ultimately, whether it is in the next 60 days, 6 months or 16 months, the market is going to find its footing and will resume its historical uptrend. Good luck to all and stay the course!!

VGT has some weird quirks in that it doesn't include half the megatech firms like Amazon (in retail), GOOG/ FB (in communications), etc

Mentions:#VGT#GOOG#FB

Calls at open was my play. And MEGA & GOOG shares. Kept all my puts

Mentions:#GOOG

Not even watching futures. Just awaiting GOOG to open +2%.

Mentions:#GOOG

META, NFLX, PYPL, NVDA, MSFT, GOOG, AAPL I think are all under a 30 p/e currently.

GOOG i definitely agree with and Volkswagen a maybe i saw some article saying they will be the leading EV producer by 2025

Mentions:#GOOG

So buy META & GOOG

Mentions:#GOOG

walmart cloud > MSFT, GOOG, AMZN

Of all tech GOOG really is red.

Mentions:#GOOG

Quick G on a GOOG put, didn't get to my price target but I'll take it before the retard bulls try to steal it from me. PT was $2150 gap-fill in case any of you have bigger balls than I do.

Mentions:#GOOG

This GOOG put is such a retarded hold...

Mentions:#GOOG

oh man, I bet if GOOG breaks support, straight shot down to gap fill at $2150

Mentions:#GOOG

Bought GOOG shares. This time not 100!

Mentions:#GOOG

Let's go GOOG, down to 2,200. I believe in you!

Mentions:#GOOG

We’re ending the week green solely based on the number of “just dump already” comments. 😂 GOOG to 2300

Mentions:#GOOG

HELP! I accidentally bought GOOG calls... where can I get a refund?

Mentions:#GOOG

[I guess Burry likes META, GOOG, BKNG and APPL](https://finance.yahoo.com/news/cold-dark-place-michael-burry-195500993.html)

Mentions:#GOOG#BKNG

Can GOOG just rip to $3000 already so the 20:1 is $150.

Mentions:#GOOG

I pussied out from a risky portfolio after losing -7% hahahah I’ve been riding VOO/VDC/VHT/MSFT/GOOG/BRK.B portfolio the last 6 months

GOOG sounds good but META is kinda more of a millionaire breaker than a millionaire maker rn, pivoting too hard into tech that isn't ready yet

Mentions:#GOOG

Micheal Burry’s portfolio includes 6,500 shares of $GOOG and 80,000 shares of $META. They’re his fourth- and sixth-largest holdings, respectively - MoneyWise

Mentions:#GOOG

All equities (stocks). 16 positions. ~20% ETFS Top 5 Holdings (high to low weight order): GOOG/L,MSFT,AMZN,AAPL,QQQ So yeah... I like tech. Don't give a poop about people who say 'tech is dead'... I'm in it for the long game. And I like my 5+ years odds.

Tthose are pretty safe yes, if you like the Mega Caps GOOG MSFT are probably the best as they dont have big expenses to produce Free Cash Flow in a Recession

Mentions:#GOOG#MSFT

I need GOOG $2500 by end of mid July.

Mentions:#GOOG

Heres what I'm thinking of picking up tomorrow with a 5-10 year time horizon in mind. AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

Heres what's on the menu for tomorrow. 5-10 year time horizon AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

Heres what I'm thinking about picking up tomorrow. 10 year time horizon at a minimum AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

There's rumors that digital ad revenue is falling on Youtube. Look at what's been happening in $FB/$META. I would be hesitant to buy $GOOG before their next earnings. I think $MSFT is a much safer buy. $AAPL is still too expensive but you'd prolly be ok 10 years from now buying Apple. I would buy $MSFT and $AMD off your list. I'd buy $ET as a trade but that's a 6 month-2 year holding not 10 years.

Thinking about opening positions in AAPL, GOOG, MSFT, RTX, AMD, BRKB and ET with a 10-20 year investment horizon. Any thoughts?

No small/mid caps, extreme tech concentration (VGT is 40% AAPL/MSFT, VOO is like 12%), no international diversification. I like GOOG, AAPL, MSFT, etc., but it is a poor idea to concentrate so heavily in just a few companies. Historically, smaller cap stocks (particularly value) actually outperform large cap growth, so you're overweighting the wrong things. If you really want a long term DCA portfolio, VTI + VXUS--or at the very least, VTI, if you love America that much.

There should be room for day/swing trades along with long term investing. I have many longs like GOOG, META, AAPL. I use a small percentage of portfolio for momentum trades.

Mentions:#GOOG#AAPL

It could, it may, it’s a buying opportunity. High end EPS estimates are $235 for the S&P. Assuming those earnings hold up, which is very unlikely, If you put a 15x to that it would put fair value of the S&P @ 3,525. Assuming earnings get cut to the $200 range, which may be a possibility, then @ 15x you have S&P fair value at 3,000. Bottom line is that the rate hikes do take an effect, it usually takes 30-90 days. It also should be noted, much like the markets overshoot on the high side, they very likely will do the same thing on the downside. Should we get to 3,000-3,525, which at this point seems more than likely, then it’s time to load the boat. Fact of the matter remains that inflation is high BUT it will come down, especially with the actions the fed is taking, however, once the inflationary pressures find middle ground (which they will) the fed is going to be sure to “pump up” the economy again, and the bullish trend will resume. No reason to panic, take a deep breath and understand that these blips on the radar happen for short periods of time (12-18 months usually). I continue to buy on dips, will continue to buy on dips BUT if any of you are hearing the MSM give these S&P targets, that is how they are arriving there. LONG: SPY, GOOG, INTC

!Quiver GOOG

Mentions:#GOOG

Yes it’s a generalized statement but holds true for a number of large cap companies right now. As always do your own research before investing. I’ll continue to sell GOOG puts and make money.

Mentions:#GOOG

I don’t agree that you should get different answers, the rules are pretty clear in a factual pattern here - stock/purchased call. The grey areas come from what is sub identical - such as two stocks (GOOG/GOOGL) or two ETFs that are very similar

Mentions:#GOOG#GOOGL

I'd do it if I wasn't already DCA into my ETF. I think GOOG is a great long term right now.

Mentions:#GOOG

Is it time for me to fat finger another 100 share after market $GOOG buy? LMAO. I literally almost did. TD auto populates an 100 share buy. Now I see how I did it last time. Decided fuck it. I'll buy my 10 shares some other time pre split.

Mentions:#GOOG

I rephrase, you bought for end of sept? I have end of august 369p The theory is we drop then rise because of opex. July earnings could be trouble for puts tho. TSLA should drill but MFST, AAPL, GOOG could be strong

Hold or sell TSLA 700p this week? Lost 30% on it but totally effing forgot this is a short week and theta at -3. I don’t lose anything except the gains I made from GOOG at open.

Mentions:#TSLA#GOOG

Substantial oof, big mistake playing 🌈 🐻 with SPY this morning. Also, I know you're not supposed to watch positions after the trade is done, but last week I was in GOOG 7/8 $2500c for $3.00 and out for $3.10 because I didn't want to hold over the weekend. Knocking on $5.00 this morning :(

Mentions:#SPY#GOOG

Any opinions on GOOG?

Mentions:#GOOG

GOOG 2230 by 10AM

Mentions:#GOOG

Exactly my thought. It’s ok to buy a house at 6% rate, but not ok to buy other asset classes at 3% rate . Btw, I’m not gambling, planning to buy either entire market index (voo/VTI) or high quality stocks ($META $GOOG $AAPL $MSFT $AMZN, etc..).

The modern era is also where we began to see the emergence of extremely profitable mega cap tech companies. MSFT, APPL, GOOG and META have probably a 30% margin between them and make up a massive weight in the index. Corporate tax cuts no doubt helped but I don’t see those going higher with gridlock in Washington. Rates hardly effect any of the mega cap tech companies because they already have more cash and cash flow than they know what to do with. They don’t need and won’t be affected by higher rates for financing. I will admit we are likely to see margin compression soon in the non-tech sectors like retail but I also think mega cap tech is a significant factor to why these long term averages are up above 6% and that won’t change.

Mentions:#MSFT#GOOG

Do you really think it's a dip for GOOG and AMZN?

Mentions:#GOOG#AMZN

Bought some AMZN & GOOG at least a week too early myself but I feel ok about it too.

Mentions:#AMZN#GOOG

My boy GOOG saying bye to 2100s tomorrow

Mentions:#GOOG

GOOG is very boring and should continue to deliver double digit growth. The key is the massive runway Alphabet/Google has to work with built on all their assets yet to be fully moentized.

Mentions:#GOOG

re-posting from what I posted a while back. TLDR. Roku is a dog. I would not be buying unless you believe it will be acquired by Netflix(or other large tech) I would not be buying Roku. At all. I would be shorting the shit out of it. To understand why let me provide some background **History** Roku started out with dongles around 10 years ago. This was a super cool since it turned any dumb TV into a Smart TV. This got people talking. Roku grew in popularity and gained significant market share while spending fuck all on marketing. From their 2018 10k “The Company incurred advertising costs of $3.4 million, $3.9 million and $4.1 million for the years December 31, 2017, 2016 and December 26, 2015 respectively.” Roku gained market share by being in the right place at the right time and not having to worry about the big boys playing in their space. Once the dongle phase died out and all TVs were smart, Roku needed to be embedded in an OEM. Roku partnered with TCL (at the time a random Chinese company with no brand equity). Roku needed TCLs hardware capabilities and TCL needed Rokus goodwill with Americans and retail distribution channels. With the absence of any serious threat, they switched from selling dongles to partnering with TCL and selling ad space on their OS. This drove up their ARPU to something absurd. From ~$10 in 2016 to $40+ today. Sounds amazing right? The problem is this caught the eyes of Google and Amazon. **1 Why Roku is boned - The landscape** As people moved away from linear TV, so active users and so did the advertising $$$. This caught the attention of the big boys – AMZN & GOOG. More active users means more $$$ and the big boys want a slice of that pie. But it’s not all about $$$, the TV OS space just happens to play into both of their broader strategies around smart home integration and controlling the living room. Because of these $$$ on the table and the alignment to broader strategy, AMZN and GOOG decided to go HARD in this space. Both of them have now established partnerships with huge OEMs like Google – Sony, leaving Roku limited OEMs to partner with and still limited to the low end of the market. This has begun to slow down their growth and they have, for the first time, began loosing market share in the US. But why can’t Roku just partner with Samsung or LG who are the top players in mid to high end? Because TV OSes now generate fuck you $$. Samsung and LG already missed the boat with mobile. They are not willing to cede all that sweet sweet advertising $$$. Not only is Roku up against Google and Amazon, who have deep pockets and have just started to take this space seriously ( see Android TV’s rebrand to Google), you are up against the best TV manufactures in the world (LG and Samsung) **2 Why Roku is boned – Active users is slowing and no room to grow** AU is capping out in the US. There are very few dumb TV’s left to convert to smart TV’s and those purchasing smart TV’s have a huge range of different OS’s to choose from at all levels. So how is Roku going to get more users? Why not just go to Europe or Asia? The problem is, Roku has been saying that for years. Let’s take a look at their historical 10Ks Year ending 2017 “Further, we believe international expansion represents a large opportunity to grow our active accounts. We plan to continue to invest in our international strategy over time and become a global business in the long term.” Roku has been saying this every year for the last 5 years. However they have completely failed internationally. They have <5% market share internationally and have lost everything to Amazon and Google and the Koreans. “While Roku captured a significant share of global viewing time, this prominence was primarily driven by North America, where it commanded 37% of big-screen viewing time in Q1 2021,” Conviva’s report stated. “In the second largest market for Roku, Europe, the company only accounted for 8% share of the big screen, trailing a number of other devices, including Samsung with 19%, Chromecast with 12%, Amazon Fire TV with 10%, LG TV with 10%, and Android TV with 9%. "Roku’s position is even worse in Africa, Asia, Oceania and South Africa, all of which it has 4% usage or less, Conviva added. “ Given that Roku can’t reproduce it’s stick growth strategy that led to its massive growth early on. Do you really think that Roku can take back market share from Google, Amazon & Samsung in global markets? Absolutely not Once active users declines (which is only a matter of time given the aggression from everyone else), ad spend will follow and Roku’s growth trajectory is done Roku has made a last ditch attempt at for survival with it's latest campaign "OK, Roku does that". This is it's first every campaign and drove up advertising costs 4x. **3 Why Roku is boned – Producing content is expensive** Roku took a huge fuck you bet on the Roku Channel to drive up ARPU. More viewing time means more $$. The problem is, content is fucking expensive. Just look how much Netflix has blown on content to produce (at best) completely mediocre shows. You can argue that the Roku TV is free so people aren’t paying for it. The problem with that is, at some point Netflix, Hulu, other streaming giants are going to have to offer an ad supported tier to keep their valuations up. Once Netflix does that, are people really going to watch free shit produced by Roku when they can watch free shit produced by Disney or Netflix (or any other of the 100 other services? Absolutely not. Roku is going to spend billions in a market to get boned by Netflix or Disney **Conclusion** Roku is fucked. Yes its history has been impressive but now it’s stuck between Tech Giants, Hardware Giants, and Streaming Giants who all want a piece of advertising $$$. I don’t see how Roku can compete since it’s missed the boat on international expansion and starting way behind on original content. The only hope for Roku is to get bought out by Apple (who also has done terribly in the TV OS space) who also wants a slice of that pie. Apple has the money and Roku will be desperate in 1-2 years from now. Netflix is another potential option given their need for ad monestisation

Mentions:#AMZN#GOOG#AU

TSLA, DM, SOFI, NVDA, GOOG All leaders in their fields (in one way or another, best tech, fastest growth, etc.). The smaller, the more “on sale” they are at the moment. DM is going to help me retire early.

TMO is looking rather good right about now. Will probably buy 1 tomorrow. Will definitely add more if it drops further. GOOG is looking good at this price too, lower pe than KO and WMT

We all have our own pics. I personally own right now $AMD, $AAPL, $GOOG, $JNJ, $PFE. Boring is a good place to be!

META and GOOG are currently at best pricing ever!

Mentions:#GOOG