Reddit Posts
Metrics for the top 3 show NVDA is incredible at this price
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
It's funny how the hive-mind's favourite stock is always (insert MAG7 that has the best 12 month performance)
Trimming a +20% semi position to build a defensive sleeve?
Take the blessing of "I give you 100 hints"-Orange-Man
Apple announces chip deal with Broadcom worth more than $30 billion
Apple announces chip deal with Broadcom worth more than $30 billion
This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg
How would it affect Alphabets business if Gemini doesn’t lead coding? it’s currently very behind
Bought google at $390 and it's been sitting at $335 for what feels like forever, is this just a me thing
Any big balls betting on hyperscalers before the Q2 earnings?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Mag 7 selloff: real risk or just oversold panic?
GOOG down ~6% today due to two top AI researchers departing
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Thank you $DRAM and $GOOG, time to exit the market
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Would love some honest feedback on my portfolio - heavy on tech, open to criticism
Would love some feedback on my stock portfolio - heavy on tech, open to criticism
Change my mind:Zuckerberg could spend $100b on hookers or data centers, it doesn't matter, Meta will still be a $3 trillion business in 2030
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Is selling 280 put on GOOG for Dec 2028 a good idea?
Having to sell $10k to pay bills. Which one would you pick?
GOOG LEAPS 3,216%/$40k GAIN I BOUGHT ON SHROOMS CLOSED OUT
CRWD beats and raises. Also announces 4 for 1 split.
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
Quality is a gate. Fear is the ranking.
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Guess the point where I enabled margin and started playing with options. 🤔
It’s SO fair! I LOVE you all I LOVE you all!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Can someone explain the investment thesis behind space stocks?
$GOOG stock be worth more than the market currently prices in
Is Google ($GOOG) still undervalued? Fair value estimate points to more upside
I feel like I am stuck in the washing machine and step bro is behind me...
Chinese AI. Puts on GOOG calls on NAIL cause my parents think I’m 🏳️🌈 and regarded
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Holographic/VR/AR Industry Development Weekly Report, Week 20
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Thoughts on holding these through NVDA earnings next week?
Am I the biggest paper handed bitch here?
My Empower account has already reached $8 million. Thanks, AMD! I'm 38 years old and male. Six years ago, I quit my 9-to-5 job, hahaha
Holographic/VR/AR Industry Development Weekly Report, Week 19
Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires
I hear that everyone’s a millionaire now - $2M
$25K AI options portfolio: Day 1 -$10.88, Day 2 +5.2%, and 4 bugs to discuss
The bigger the AI/tech boom gets, the stronger China has the entire U.S. economy by the balls
I Spent $42 Letting 5 AI Models Design My Next Trade. Tuesday It Goes Live.
I track unusual options flow every day. The confirmation gate saved me from 3 bad trades today
I Know First Webinar: Can AI Predict the Market? Top 10 Stock Picks for May based on AI-Powered Algorithm+ The Updated Forecast for INTC, MRVL, MU, GOOG and more | Monday May 4th 11:00 EST
Is Alphabet (GOOGL) the strongest company in the world?
I Made Around 60% in Under a Year Trading Concentrated AI/Semiconductor Themes - how to go forward?
Time to cash out on some GOOG gains.
5/15 $500 GOOG calls .03-.04 (Part 2) Time to go full regard? 🥴
Mentions
I understand rolling now. I let NVDA go and tried to roll GOOG up and out, but the price went up way too much for me to keep up with it so I just let it go when it was around $300. If I had to sell options now, it might just be CSP
GOOG will beat but dump anyway
i did this, but i lost all of my shares between july-sept last year (NVDA/GOOG). I will never sell covered calls again lol
I'm thinking it's going to take a few more trading days for people to feel confident in buying semiconductors again. Good GOOG capex expansion will help, but even then there'll be people selling on the way up. I
GOOG shareholders are super happy to fund both korean and semi bubble at the same time.
GOOG will end flat.
GOOG rugged me again
Explosive GOOG ER coming up🚀🚀🚀
GOOG bleeding like a stuck pig
Every time I have seen GOOG today it has been lower and lower that is crazy that it tapped 358 today, nothing but down. It will end the day red watch 😂
GOOG pump at open and slow bleed all day. Boring as fuk lol
GOOG preparing sell off before another good ER, and probably dump some more after.
For recovery plays: NBIS, MSFT, ORCL, GOOG that is all you need
Crazy that GOOG might actually end red today thats crazyyy
MU has been holding up relatively well even when SPY goes down the past few trading days. Probably just chopping until GOOG earnings but hoping it’s the floor
Everytime WSB counts Microsoft out I am just more convinced to buy more before earnings. I'm less confident about GOOG right now
That's my concern, other models will be near peer with frontier models at 1/10th the cost and all this capex will look ridiculous. Capex spending has to be replaced roughly in-step with organic AI revenue to maintain AI company valuations. $AAPL and $GOOG can monetize AI and will be the winners, and apple can license AI and avoid the ridiculous capex outlays. I don't have any positions directly in these co's, just indices.
After GOOG’s earnings.
Got it!!! So long MSFT, short GOOG !!!
Pretty sure SK is on the 29th, GOOG is wedn
GOOG will likely report record earnings and then immediately tank in after hours and maybe the following day. In 2-3 weeks I bet it's back at $380. It behaves like this historically
Fairs, GOOG is the only green thing in my port today lmao
Why GOOG new AI chip, cut down memory demand. don’t need 70% of memory use What happens to MU, SNDK, WDC, STX , when memory demand reduced half ? By new chip and new models See $IBM revenue vs others https://preview.redd.it/d43v7zv2aeeh1.png?width=782&format=png&auto=webp&s=949b81719b49e12e76fb4e612646deb75e01adb9
Why $GOOG new AI chip, cut down memory demand. don’t need 70% of memory use
Is this the earnings pump for GOOG or is more to come Wed after hours?
I am following the whole market, and yes I know that perfectly because I most of my stocks do that. But GOOG having a pump before ER
GOOG can move a lot of tech, sure. Saying one earnings report decides the whole market’s week feels like a stretch.
GOOG today has made me feel better about Argentina losing 😢
Sold GOOG 362.5 call. And it went up 😱
Jesus. You don't get it. You don't know basic financial statement terms. I know Anthropic profits are in their overall profits. However, they ARE NOT in their operating profits. And their operating profits are up regardless of anything you say. And growing at a 50% YoY pace. Again, disregarding Anthropic unrealized gains. You don't know basic financial terms. Operating profits: https://www.investopedia.com/terms/o/operating_profit.asp How Amazon is recording them. https://www.geekwire.com/2025/amazons-anthropic-investment-boosts-its-quarterly-profits-by-9-5b/ "Which was included in their non-operating profits." GOOG is recording them as other income, not operating income. READ things. Terms and words matter.
That's the thing. We think we're smarter on the outside telling them there's nothing there. The question is why would they continue to spend on AI? They probably see something we don't (I don't think Zuck sees anything beyond today). MSFT and GOOG are very smart, and if they keep increasing capex, then both must see something we don't. For MU and SNDK, it doesn't matter what they see. If their capex increases, these two are raking in free cash. MU's capacity is maxed out this year, but it's still raking in a strong net income quarter after quarter. Why? That's MU raising prices while cost remains the same. That money usually flows down to investors' pockets.
SPY swings makes me nervous, probably going to dumb till GOOG earnings
Buffett’s big stake in GOOG makes this earnings report even more critical to watch this Wednesday.
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $362.79 (above) | $345.51 | +5.0% | Jul 27, 10:37 AM |
Hyperscaler capex about to be revised up, first by GOOG and soon by everyone else. Based on these new facts, the end-of-cycle narrative bees have been warming to will be shattered, the market will realize that the FUD is BS, and everyone will panic buy into the AI names powering ahead on even stronger fundamentals after a wicked sell-off. All aboard!
Larry Page currently owns 778,102,320 shares of $GOOGL $GOOG stock. Google last closed trading at \~$346 per share. That means Page's Google shares are currently worth $269.2 BILLION up from \~$100B just 5 years ago
AAPL slightly down, GOOG slightly up pre, we're gonna be so red tomorrow oml
GOOG earnings this week. I’m scared
Goog smashes, goog crashes, GOOG goes to $380 in 2 weeks.
I have calls on GOOG so guess it's dumping
Never have a wanted to wish away my life than now. Just fast forward me to Wednesday at 4:15pm so I know if my GOOG calls are fucked.
Insert GOOG or MSFT instead and maybe we can talk
Y’all don’t need insider information on GOOG to full port calls. Sundar is my friend and he wouldn’t do anything to let me down.
Iran never mattered $GOOG capex guidance will
Blood flat. Uppies it is in to MSFT GOOG at least.
If they are red tonight we'll just have taco Tuesday GOOG earnings Wednesday, market gonna pump
If you own 100 shares of GOOG you should get YouTube premium for free
Will add another 5 shares of GOOG tomorrow.
wat a hellova game.. CALLS on all these companies advertising at halftime... GOOG AMX WMT CMCST? right? LOL fk it.. have fun second half bois.
VOO, QQQ, BRK, AMZN, GOOG are fine. IMO VOO should be larger even as a kid (foundational), woth the single stocks as satellites. The rest is a bit of a meme portfolio which I guess is not surprising. I made some dumb single stock investments as a kid too, but it was a decent learning experience 🤷 Also does he understand expense ratios? There are cheaper momentums so you keep the gains vs paying the fund managers. Momentums are great for tilt but this one costs quite a bit. Also something I didn't learn as a kid, selling decision should be made before buying, or setting a stop loss. Guardrails on the gambling. Sometimes that turned into a pleasant surprise, but more often than not, followed all the way to zero.
I really don't care about INTC. I just used to hold it and sold out after I made my 4x. Put it into VOO and a bit into cash which I deployed elsewhere later. I mentally checked the fuck out when I sold out of my INTC. Already mentally noted I won't be buying back in this cycle no matter what since I remember the 2000s cycle. Luckily for me I bought my INTC post-GFC and added during the post-pandemic lows so I only bag held it for around 1 decade rather than 2-3. Chips are like commodities and chip manufacturers are very cyclical. If and when the bottlenecks ease, the bubble bursts, and/or hardware buildout phase peaks, then they'll revert. I KNOW I can buy INTC in the future lower than I sold it because if you sold in Aug 1997 you could still buy it back at a discount in Aug 2025. VOO however rarely looks back. So yeah, enjoy your earnings. I'll be watching GOOG since I do own that one for the long term (been holding that one since the GFC bottoms too).
GOOG ads sells are through the roof. Politics spending super high, World Cup spending high, all the random garbage AI apps, META 700c
the only thing i can think of is GOOG earnings potentially showing capex increase. Kimi K3 is also stopping new registrations because it doesn’t have enough compute, so maybe that? But every good news has been met with a -10% for chips so i don’t want to be too hopeful
every bit of that is priced in. GOOG is going no where after earnings announcement. that said, i'm degen. i put in an order. i'll throw $2600 away in case you are right.
Depends on the closing price Wed no? At the current price GOOG is really cheap.
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $340.00 (below) | $345.51 | -1.6% | Jul 24, 10:02 AM |
I agree The war is getting headlines over the weekend, but GOOG earnings are actually the most consequential event for markets this week
GOOG and Anthropic are the 2 AI companies seen in the "lead" when it comes to the AI wars and seeing how Anthropic is still private that makes Google the only public traded leader of the AI industry and if they disappoint ER and/or give crap guidance its gonna tank everybody else back to hell.
What if GOOG discloses what percent of cloud compute is coming from enterprise vs labs.. this will go down as the great bear extinction
Semis did go a little crazy Probably waiting on hyperscaler earnings to see if CapEx continues GOOG reports Wednesday. So long as CapEx isn't cut semis prolly start recovering
Not only can’t you read, you have taken LSD or shrooms and conjured an entire argument with yourself. My point was based on fact, which is that the previous GOOG earnings was 40% unrealized Anthropic investment gains. This is irrefutable fact. You then talk about hate and fear and act like you know what you’re talking about. Lmao who you tryna convince that you’re a good investor? Yourself?
You not only can't read, you can't think objectively. Here's why you can't read: In my post I clearly said operating profits and revenue are up. If you knew about financial statements you'd know mark to market profits are not listed in operating profits. Disregarding the anthropic profits, profits and revenue are up. Here's why you can't think objectively: GOOG is shrewd enough to invest in the best businesses in the industry and returning profits to shareholders. I'm not glazing anything. I'm not a fearful toddler thinking AI bad. AI is a clear as day opportunity to make money, it's democratizing education and creation, and you hate it. You hate it out of fear. I guarantee it. Sit on the side lines junior. I dont care.
Hasn't GOOG been marking their SPCX investment to market at every ER? It won't be that big of a surprise there ..
things that don't matter: Iran things that do matter: $GOOG capex guidance
If you are dumb as fuck , but good looking, enjoy. We can do the talk and walk the walk, but put some rubber on the tip, and don't let it slip. Had people writing beyond stupid, that GOOG will x10 or something in 3-5 years. It's only us men in the weekends to a other regard writing in here. What we talk about on WSB every weekend, should stay here.
GOOG reports heavy capex, dumps, MU and AMD goes to the moon, mark my words.
GOOG previous earnings was like 40% anthropic gains unrealized. It’s not cash. This is more important than an oil/energy crisis spiraling out of control over the entire world? Doubt it
I’ll buy GOOG when it’s under $300 Gemini is a flaming piece of shit
Not that I agree, but a lot of people here will say GOOG because they’re profitable and are potentially a frontier AI play.
GEV, IBM and GOOG calls
GOOG is love GOOG is life, it will go up 😎
In the bear case for GOOG, SPCX is not worth shit either.
There’s another $4.75 in GAAP earnings from marking the Anthropic stake to market that we need to add. Gemini is giving me \~$2.99 per share impact from SpaceX, based on 6/30 close, but who knows that the exact stake is. Either way, bar for GOOG’s GAAP earnings is \~$10.50 per share, but all anyone should care about is core beating $2.89 with a raise in forward guidance.
You people think you're asking questions the private equity funds and MAG7 aren't asking? That's cute. PE firms, GOOG, META, MSFT, and AMZN and their PhDs know dang well what's going on and I'd he shocked if they haven't been aware of these models for a years. Yet they continue to invest. But I'm sure youre a PhD as well....
Stop buying QQQ and stick to equal weight indices and the Diamonds - $DIA adopted GOOG and AMZN adding to MSFT IBM and Apple.
If GOOG goes down the rest of hyperscalers are bye bye
GOOG and AMZN do this - pIcKs and ShOvEls META does this - they overbought compute and their models are shit!
i like AAPL fine enough but i dont see what makes it deserve a valuation 25-30% higher than the rest of the giga-cap tech stocks MSFT GOOG NVDA AMZN etc.
Send it brother. META and GOOG are going ballistic on earnings
Intel is now also using $GOOG's gemini AI
remember: GOOG has a complete, entire, functional copy of RDDT inside itself, tucked away in some corner of some minor data center somewhere
Buy GOOG for YouTube alone.
GOOG down on this model delay news is a gift
don’t jump off a building, but i think GOOG is wedn
TSLA and GOOG, better do ya thing!
The NVDA partnership with NOK is a bigger deal than investors think. NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
GOOG has a hilarious ratio (2:1) of buys to sells in the order book. Not sure why it's stuck