Reddit Posts
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?
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
Mentions
Clearly premarket doesn't seem to think a slowdown is happening with MSFT / GOOG / META. If it really was pricing in a slowdown, those companies who make a ton from their clouds (aka renting GPU compute to those asking for a slowdown) wouldn't be up. And again, there are ~10 big Chinese companies with decent models, and millions of research papers from Chinese universities. There won't be any slowdown, just a bunch of rich clowns spreading panic.
I'm playing the $ALPHABET soup spread today. $GOOGL/GOOG/AVGO. Eating good tonight MMS.
GOOG i swear I'll suckm a 🐔 if you break past 350
>GOOG green That’s how you know this day is fake
For a first options trade I'd spend less time worrying about whether LEAPS are safe and more time understanding exactly what has to happen for this specific contract to outperform simply owning GOOG. The 0.70 delta and longer expiration definitely give you more breathing room than an OTM weekly but you're still paying a pretty substantial premium and taking on volatility and time value risk. I've been running options ideas through Moon lately before touching them and I find looking at the same contract under a few different GOOG price and IV scenarios really useful.
GOOG is a boomer stock, who uses search in 2026
MMs found out retail doesn't bid on memory stonks anymore but happily buys the dip on GOOG and META lololol
entire market rotating to GOOG
GOOG and META will run for rest of the year
GOOG and META green but spy blood red is so sus lmao
I just need GOOG to jump up before fed decision
For me it has always been about buying value for discount. At this moment one of the few is AVGO. Moderate discount MSFT and for DCA use GOOG as ETF. These companies are doubling before 2030 no Mather what is happening. They have the money and they decide when an how to profit as much as possible.
Also no clue why you’re fetishizing basic correlation analysis. Theres zero edge in doing that. But sure, one-off news made META jump independent of GOOG. Correlation change!
80% split between SP500/VXUS/SGOV 19% GOOG (dont want to pay the tax man) and 1% in gambling bets like Rivian
Idk. GOOG or META seems like much safer companies to trade than F or SOFI. At least if you are short puts or covered calls.
GOOG quietly shutting the fuck up about AI moderation.
I see tickers like this and wonder why it's not something better like NVDA,, AAPL, or GOOG
This is a completely inaccurate comparison. Too often people compare shares of stock with owning part of a small businesses or owning part of something with material worth. It's not the same. Gold has intrinsic industrial value, value as jewelry, and value as backup currency. A share of stock that pays no dividend, has basically zero intrinsic value right now. It's just a piece of paper. A better comparison would be fiat currency. Non-dividend paying stocks have value because of the collective understanding that if the company wanted to pay dividends, they could. You could also add that shares of stock entitled you to a certain % of ownership of the company, but that's not really true for a lot of stocks. For example, even if you bought up 100% of BRK.B you wouldn't be able to do anything with the company because of how ownership is structured. Same thing with META, GOOG, HOOD, SNAP, etc.
This post is not showing anything close to the full picture. Yes they are spending massive CapEX on build out as SpaceX is also a hyper scaler just like GOOG / META etc... $SPCX is currently is making around $75 billion ARR across all space & AI businesses (Post IPO date). On the earnings call this was confirmed and they revealed they are expecting at their base case by end of 2026 at minimum of $100 billion in ARR across all businesses. Yes they plan on growing massively so they will be spending money and have an ridiculous sales-to-capital ratio at the moment, but this is expected for a company like SpaceX that is in the two highest growth sectors, Space & AI with their own frontier model. I posted about SPCX here (https://www.reddit.com/r/SPCXInvestors/s/9e3nWoSGoP) months ago when it was approaching fair value. I posted most my numbers here as well. Of course being reddit I got shit on, but if anyone listened they would have made money.
Can we go just one day without an AI apologist yelling at clouds saying "I don't care if you think I'm wrong! I'm gonna keep buying MSFT, GOOG, NVDA, SPCX, etc" You are literally that buzz lightyear meme gif where it pans out and there are rows and rows of identical buzzlightyears. It takes a special kind of insecurity to have such boisterous confidence in something you have no control over. Bordering on religious faith.
**He detects a relative relationship, then monetizes it with an absolute directional trade. I’m genuinely crine** even if his correlation model genuinely predicts continued **decoupling**, his P&L can lose because he hasn’t actually isolated the quantity he claims to predict. A proper options-stat-arb version would be much more interesting. For example, estimate conditional META–GOOG dependence, compare it against the dependence embedded in their option surfaces, and trade when **implied relative dependence materially disagrees with the expected realised dependence**. Then you’re actually using options to express statistical relative value.
!banbet GOOG +10% 5d yes i'm dumb
Yeah but I don’t feel they have the same power and momentum as GOOG
For a first LEAP, I’d honestly worry less about finding the perfect entry and more about position size. Even an ITM 0.70 delta call can get crushed if GOOG goes sideways for months. If the premium is a big chunk of your account, I’d size it way smaller.
$GOOG is the new $MSFT
Sir this is a 2011 SugarCRM thread and you are about to lose your house. "Why pay Salesforce $150/seat when I can spin up Postgres for free" was said by every CTO with a Blackberry. Postgres is free. Salesforce is $300B. Sugar is a Wikipedia stub. I have personally been paid for 12 years to clean up the smoking craters of companies who tried this. I am the ATM. You are the gambler. The weights aren't the product regard. The weights are Postgres. The product is the 40 person team you now need to keep your GPUs from sitting at 30% utilization while your "open model is only 6 months behind" is 6 months behind on the one thing your sales team needs today. You didn't buy a server, you adopted a science project with a burn rate. And the trade itself: long NVDA, short AI. Bro. Who buys the shovels if the gold is worthless. Your long leg is your short leg wearing a hat. Also you can't short Anthropic, it's private, so your "short AI" is shorting MSFT and GOOG who are also the ones buying all the GPUs. You've constructed a position where both legs get liquidated at the same time. Impressive. Truly. Same thing happened in CRM. Bottom got crushed to $0 (HubSpot free tier, Zoho, 6000 Indian dev shops). Top got fatter. Basic inference goes to zero, frontier keeps pricing power, and the hardware guys running under Salesforce captured exactly none of it. Positions or ban. Mine is 12 years of Salesforce admin invoices and it prints every single time someone in this thread gets promoted to VP of Engineering.
I had that rule for a long time when I did my own investing and invested in stocks. As I told myself: If I liked the product, own the stock. It meant that through the 2000-2020 years I had a lot of MSFT, APPL, GOOG & NFLX as well as a few others. Did pretty well.
I guess $RE too. Reddit Egregious (regards) funded by $AVGO & $GOOGL/$GOOG.
GOOG is in a recent downtrend but is still up 50% YoY
Stop arguing about all that ticker shit. I think AVGO, GOOG, META and AMD as an outsider if you buy in around $420-430 will give decent return on your money the next 4-10 months
$300 for GOOG seems very cheap, let's buy it
Hoping GOOG stays at or sinks slightly below 330 and then rallies after earnings
IBKR PTON VG F USO and a pinch of GOOG
just need 4% up on GOOG and I'm unloading this swine once and for all
GOOG went from being one of it's biggest buyers of shares (they repurchased billions$$ of shares every quarter).....to not buying shares, and issuing bonds......this is why GOOG has been slowly decaying, the biggest buyer of GOOG shares, has disappeared....this bleed will stop eventually, but they do need some good news, that's for sure.
Making the right call on GOOG +$800 Making the wrong call on GOOG -$8000 Learning that leverage hits different when it's a loss - Priceless For everything shitty in life, there's a life lesson
For your first options trade, keep the size small. A .70 delta ITM LEAPS call is much more forgiving than far-OTM calls, but you still have theta, IV changes, and leverage working against you if GOOG goes sideways/down
I made profit on all my stocks, both AAPL and GOOG. Incidentally, yesterday I leaned that Apple HG has apples. Those make them Apple apples. Just before I went to sleep, I imagined joking with John Apple about how Steve Jobs found out eating fruit does not cure cancer, but how these Apple apples maybe could've saved him. Steve Jobs must've respected my capacity to be an asshole and blessed me with gains today.
The P/E ratio is too bloated for that. GOOG should do better.
Because they own 10% of all datacenters in the world and 120B deal with GOOG
Accidentally brought GOOG puts.
Lumped on GOOG @ 328 AMA
Short it all....maybe not GOOG as they have a gigantic pile of cash - but all others
For a first LEAP, don’t overcomplicate it. Buy time, stay ITM, and make sure you’re actually bullish on GOOG—not just buying because the chart looks oversold. My current GOOG LEAPs is underwater—I bought it six months ago—so this much better entry. Google is solid, but you do you.
Qqq down IWM down WHEN WILL SPY AND GOOG GO D THE FUCK DOWN NOW FUCK YOU
I’m about to full port GOOG
why am I not getting gaped by CPI with almost full port in GOOG? I have no idea how the market works
GOOG predictions below 👇
I STILL HAVE HOPE FOR GOOG AFTER THIS NEWS: >Cathie Wood-led ARK Investment Management made two contrarian technology stock bets on Wednesday – >buying shares of Meta Platforms Inc. (META) and offloading Alphabet Inc.(GOOGL) on the same day. ARK Invest sold 72,803 GOOGL shares through its ARKK ETF and also offloaded an additional 11,589 GOOGL shares via its ARKW ETF.
GOOG under 300 I'm homeless
GOOG under 300 im full porting
Fuck it! Fuck my ass but I'm full porting GOOG!
You can pretty much pick your duration. The highest yielding ones are the ones furthest out, to 2075. Well, highest in USD. [https://www.tradingview.com/symbols/NASDAQ-GOOG/bonds/](https://www.tradingview.com/symbols/NASDAQ-GOOG/bonds/) Looks like the ones I'm eyeing are now yielding 6.6%, and 13% discount to par. The profit potential for trading over par in case rates drop is not there since they're callable. Anyway, BAC.PRQ is now on my radar. I've pretty much decided on distributing TLT, but not which other fixed income I'll rotate into. I don't expect my hedges to outperform the S&P long term. That's why they're hedges. They are a cost, like any other insurance.
I'm up 10000% on a my initial positions in GOOG and AAPL.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $330.40 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
Shit's gotten so bad, GOOG's turning into a flight to safety space.
Any chance of GOOG going down here?
Is GOOG on the way back up now? Rip my puts
Probably and of course GOOG AAPL and MSFT will reap the rewards when they get to buy up all the IP for cheap and then renegotiate the outstanding debt
GOOG going up 10% this week would solve a lot of my problems.
GOOG green should be terrifying you
META, the millionaire maker. Move aside MSFT & GOOG.
Its so refreshing to see GOOG green even if its miniature :*(
Laughing in 2008 at GOOG
Should I sell my GOOG stock at a loss? This pos aint ever going up
GOOG from +29% YtD to 4.20% is brutal.
First prize is $5000, second prize is $10,000 of GOOG
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $327.05 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
Potentially $1 of revenue share (or more) to META per user of AI agent shopping or booking travel x 1 billion users x 12 months. $12 billion per year or more. Amazon and GOOG will launch similar. But may win with their in home devices.
CRWD, PANW my problem with this is that they are software companies. AI will make all software companies obsolete . Also they sell nothing to mass people so it can't take all the value like AAPL ang GOOG did in the past
Bruh why is GOOG so shit lately.
I’m going to keep buying GOOG until the day I die. Get even or get even worse.
$GOOG time to see some green pastures regard!!!
Usa - finished, AI bubble - popped, GOOG - bankrupt, Straight - closed, Oil - dried up. It's genuinely over this time for real
calls GOOG? What you guys think??
#We can put a man on the moon yet we can't get GOOG to have a green day LMAO🤌
GOOG at the 200 day 📈
Can’t wait for GOOG to transcribe WBs consciousness into an AI that secretly runs Berkshire for decades to come. Mf gonna be like Palestine in the worse trilogy
Even GOOG is trying to invest anywhere but here
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $327.25 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $327.76 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $327.15 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
Watching GOOG is like watching a friend with a bright future fall into hard core drug abuse and pining for what could have been
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOG** ▲ | $433.42 (above) | $333.40 | $327.11 | +30.0% | Oct 2, 3:39 PM | | **Record** | 1W - 7L | 13% | - | - | - |
I should have sold GOOG at $400.
GOOG is a possibility to dump right around or below $300. I am ready.
same, full ported GOOG at 340