Reddit Posts
What if I full ported IRA, ROTH, and brokerage into $GOOG and held forever?
Why I added $15,000 to my RDDT position
Am I dum dum or should we not long GOOG/Short MSFT?
Hot take: the 12% drop on GOOG from earnings is to shake out investors and buy their shares for cheap
Is the Anthropic IPO just a sequel to the SPCX saga?
Market is down but this is bringing us statistically backed great opportunities: Nvda, Goog, Cat, Lrcx, Sndk, Fix
GOOG is sooooo cooked lmao gear up boys, this is gonna be a long one
We’re in an anti-bubble bubble
Genuinely scared , NQ could be down nearly 3% by NY OPEN
Isn’t it weird that TSLA stock is detached for the reality for THIS long
GOOG is now defaulting to search output again rather than defaulting automatically to Gemini
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
First time trying an option that isn't 0dte!
When ~80% of your net worth was in $GOOG but you timed it pretty well
Congress stock trades reported last week: a member on Energy & Commerce sold GOOG, another bought DDOG and EL
Drew my own version of a loss meme in honor of my soon to be dead GOOG calls 🥲
Advice on what to do after GOOG earnings: prepare to bag hold
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
I keep buying at the bottom but $GOOG keep dropping
Rounded out my $20k of GOOG, $10k of NFLX, and $10K of META with $10K of Vanek Semiconductor ETF for a cool $50k. AI for the win!
Anthropic to publicly file for IPO as early as Friday
30K to invest - Oct 19 Market open
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
Mentions
How to get rich quick: MSFT GOOG META Source: Trump University
Where to deploy paycheque. More GOOG NBIS and RKLB? Throw me some tickers. And yes I already hold ROPE
$GOOG > $GOOGL fight me
I'm going to borrow $5,000 now and put it all in GOOG calls, then I will get the 🥭 check to pay the loan back. Free money
GOOG META NU WDC SNK whos in
GOOG is spiking to $300 by end of week
huh what? GOOG last yr was treated like kryptonite on this sub. Its not a secret
look at this sub May of last yr. GOOG was treated like shit
Some dude on here was like, GOOG not going to see this price for another decade 😂
i respectfully disagree about GOOG. it got slammed for a very legit reason (see their situation with ads and free cash flow, etc.)
Really bold move shorting MSFT. It has one of the strong relative strengths. Its no flight to quality like AAPL but I has held up even through earnings. GOOG I think may be fine if you own shares but it has shown no signs of faith. So you are a gambler trying to sound smart
Lot of GOOG calls are now OTM and gonna expire worthless AF.
I like SLV, GOOG, and INTC here call me crazy.
That depends on those two scenarios that will most likely happen (and which one of those will actually happen) : Whether a) cheap open models satisfy all people and cloud revenue will evaporate and lose 60-70%, trash that is rapidly losing money like openai, anthropic, coreweave, spacex (or at least their "ai" part) will go bankrupt or b) many companies will decide to go with more expensive models still and cloud computing will fall just 20-30% and more importantly, oracle won't go bankrupt (the part that can go bankrupt, it's nuanced). The former scenario - all tech stocks that have anything to do with AI will be pretty much cooked and many others too as it will lead to a lengthy recession. The latter scenario - many tech stocks heavily invested in AI or that are rapidly losing money, will fall and not recover to their previous ath, but blue chips like MSFT, GOOG, META and AMZN will recover quickly within couple years even if they fall more (and e.g. Goog is almost -40% from their ath already) ofc these scenarios might turn up slightly differently as it's extremely difficult to predict the outcome of this AI bubble, simply too much money invested trying to catch relatively small tam
the cloud growth spread is real but MSFT prints money everywhere else too, so you're not just betting on cloud, you're betting their whole multiple compresses while GOOG re-rates. pair trades look clean on paper until the short side refuses to die.
He felt bad for me and told me to buy $GOOG. If he’s not a liar he made $500,000 short $CHTR this year
Yeah I’m out long $GOOG. Might fall to 225-250 though and chtr might have a last gasp bounce and I’ll lose money whatever I do
at least GOOG calls are somewhat cheap unlike AI plays. A 20% move is 280->335 not even that crazy considering people here were begging for 400s last ER
AAPL earnings after close tomorrow. GOOG part 2. 💯🫡🤨
In this market, options flows drive price. I would just expect some manipulation is all. Long-term GOOG is a great buy, though. Funds could also decide to punish all the hyperscalers, Google in particular, until they cry uncle and slow down their CapEx spending and bring back positive cash flow.
I dont think it can go much lower, volatility on GOOG is historically low. Its a very good quality business and not even just AI, fucking Berskhire still in it. I think the biggest risk is calls not getting paid because it grinds back up too slow.
You should sell your GOOG to buy more RDDT
Normally I'd agree, but I'm still bearish so being careful with any longs. Scalps only. GOOG seems like a decent buy but everyone thinks it is free money...which makes me think we're going lower still.
tbf I'll say it again, that play made a lot of sense, but wrong timing after seeing what happened to GOOG. He just needed a 50k hedge of puts on RDDT and would have limited the damage (puts went up 20-30x)
you dont have to get the perfect bottom. By the time you know its too late. DCA here into GOOG seems literally free money idk.
I guess I'll take a W on GOOG and donate that back to mkt with TTWO then
GOOG +5% or this sub will be mass liquidated. Mercy market makers. Think of their non-existent children.
you are right but I feel like this is gonna be such a short dip... anyway I am opening call spreads at least on TTWO for sure but GOOG seems also a steal at these prices regardless of trend its goog. Berkshire bought it. It cant be bad
GOOG +5% or this sub will perform mass suicide. Mercy market makers.
me a bul? you are crazy for saying that. I was king of regards bols last year (GOOG and MU). This year I was fully bearish 3months already (March, July and end of September). I just sold my hedges last Friday because "I got paid" and I didnt even buy back in yet. But "the bubble" cant pop until Anthropic IPO at least. Yes I agree with you its dumb but this is not it, not yet imo
give me a reason not to full port TTWO and GOOG calls tomorrow at open
AAPL earnings tomorrow. GOOG part 2. 💯🫡🤨
No. The reason GOOG AMZN MSFT spend so much is because they make so much from their other businesses.
GOOG is gonna open 15% shrek
Prolly load up more GOOG and DRAM fml...
No matter who wins, GOOG goes lower
If dems win, GOOG goes lower?
AAPL reporting earnings Monday after hours. GOOG part 2. 💯🫡🤨
Yea, some people don't really understand the facts. The Mag7 have cash up their ass. In fact, there were so much cash that 5 of them started spending it wildly. MSFT, GOOG, AMZN, META, and NVDA are throwing cash everywhere to see where it sticks.
#BEARHUNTER is awfully quiet since 10 percent drop on GOOG LMAO 🤌
Down 20% on NBIS. Thinking about realising the loss and rotating into GOOG lmao. If the bubble pops NBIS will get annihilated but GOOG ain’t going anywhere
Look at capitulation away from the MAs for NQ on the D1 and even the W1, Mean Reversion back to the MAs is on the cards Plus SNDK is due for possible bullish moves, GOOG, INTC, AMZN shittery should be priced in now By all accounts the whole trade should be back on track from Monday and AMD was running up with momentum pre-earnings but this sector wide sell off, just pushed it down into liquidity, it should be good to go if it's a good result ....but war and midterms could be thorns in between the rose patch
GOOG could have bought RDDT twice with their quarterly capex and still have billions left over
You're right. Don't buy GOOG calls, buy AAPL puts. 😏
I wasn’t confident in all of the GOOG calls I bought on Friday until reading this thread.
Penny stock picks for next week: INTC, GOOG, PLTR
GOOG 320 this week
Yea I think that’s the argument for companies like GOOG, META, and MSFT (or maybe even TSLA), they can bundle in existing products. I do not have a very strong opinion but I can see the argument, I do not know how much is already priced in.
I am pretty much on the same page as you but I think it will go up like ten cents a day. Institutions will not be able to resist GOOG calls and it will keep things moving upward very slowly every week. Institutions want to print until December 1 when Christmas bonus time is around the corner. (Positions: Dragonite First Edition Fossil Base Set, Vintage.)
Got it. GOOG calls go brrrr 🔥🔥
And this is why it’s being beaten down now - not monetising yet AI mode/overview. But have to give GOOG credit, the speed at which they build these AI overviews and the quality is phenomenal. Just shows how capable they are. And they had to do it fast - it’s existential. Now they have to monetise it. You would be crazy to bet against GOOG IMO.
What evidence do you have that big players are in the process of scaling in? Hedge funds are heavy short. The price action in stocks like SNDK, INTC, GOOG post earnings show pure distribution, no sign of accumulation by institutional investors. That may change soon, but as of now, we are in the midst of a market correction that likely has longer to play out.
Thanks for the reply. Funnily enough, these were the exact same stocks I was considering (except AVGO). Difference is GOOG and AMZN are my two biggest stocks. GOOG up around 20% and AMZN down around 5%. Meta I have $10k in it but already made very good profit buying pre release Muse and selling post release. Chips I’m very nervous about as historically highly cyclical. Meta I’m still not sure I trust their capital allocation strategy - massive AI capex but not a cloud player. Means they need to monetise huge capex via improving its ad machine and selling AI subs- competing with Open AI and the others. My next buy trigger is alot lower. GOOG I’m a hold. I just can’t justify adding more to my position or it become too much single stock risk. AMZN ditto but I’m not quite as bullish on AMZN than GOOG although think it’s also an amazing capital allocator. If I could only own one stock GOOG or AMZN would be on the short list that’s for sure. So RDDT is where I still don’t have a full position and where the upside is much higher - and the risk of course.
If GOOG wasn’t my biggest individual stocks I’d buy more but I’m a hold.
Absolutely true. I remember everyone was talking about the end times of GOOG when I bought some shares for fun in March 2025. Just buy and forget, a solid multi trillion dollar company with a 35-40% discount. No brainer
This post convinced to buy GOOG, not RDDT. 🤷♂️
If this is your analysis, then I’m buying GOOG calls on Monday at 9:30 am est
"In the short run, the market is a voting machine, but in the long run, it is a weighing machine." Benjamin Graham Market is voting against RDDT (and GOOG) and I totally get why. But in the long term RDDT (and GOOG) are likely to have the earnings that the market rewards.
I don’t know - the $trillion of AI capex planned for 2027 is not going to deliver a ROIC for years. That’s why it’s being punished - time horizon is too long and too uncertain. But these companies are moving at incredible speed. Kind of amazing what mega tech and the AI houses are doing - the Chinese as well in their own way. And that’s the crux of if: GOOG is getting beaten down for acting too fast and RDDT for too slow. Maybe a happy median in the middle and one where they do a deal together!!
My total max additional would be $25k more. $15k done. I loaded the truck on GOOG in June 2025 then was up nearly 100% now down to 20% or so. Of course I regret not selling at the top. But I’m not selling now even though 20% on one’s biggest position in 17 months is not too bad for a giant company. I sold my whole position in MSFT instead to help fund more shares in RDDT. I was up 25% on MSFT this year and I while I think it’s by far the lowest risk of mega tech having a really smart approach to AI, it’s seems fairly valued to me and not sure it will beat the S&P. GOOG seems significantly undervalued due to well known fears around low ad density of AI Mode/Overviews. GOOG has an exemplary track record of capital allocation (unlike Meta for example) and brilliant M&As. I’m will to hold GOOG as I still fully believe in them even if they face some challenges.
Retail investors are very different to big money. We can take a longer term horizon and hold or add during crises. I absolutely think RDDT should have sold out as the reduced Users due to GOOG situation is not good at all in the short term.
How can holding the stock for a few months be wrong? I’m not a day trader. 5 year investment horizon. Stocks go up and they go down. RDDT is down due to GOOG. The moat and fundamentals are still intact and financials pristine - hard to find another mid cap with financials like RDDT.
Hating on Google's business right now is wild to me. Q3 vs last year: every segment grew revenue, and every major one beat inflation. Search was up 12%, YouTube ads up 9%, subscriptions up 11%. The only soft spot was Network, up 1%, and that's about 6% of revenue. Total operating income rose 30%, faster than revenue, so they got more efficient too. And Cloud doubled revenue year over year and tripled its operating income, with margins going from 24% to 36%. For comparison, AWS grew 39%. Cloud is the infrastructure every business is going to run on, and Google's is growing faster than anyone's. Yes, free cash flow was negative this quarter, at -$9B. That's because capex more than doubled to build AI capacity for a Cloud business that just tripled its profit. Over the trailing twelve months, FCF is still +$19.7B. The EPS miss was mostly a SpaceX markdown, not the core business. The balance sheet can carry it. As of September 30, the current ratio is 2.8, with $375B in current assets against $135B due within a year. They hold $265B in cash and marketable securities against $125B of long-term debt. Compare that to Amazon, which is at roughly 1.0 and borrowing to fund its buildout. Management stopped buybacks and sold about $12.4B of stock in Q3 at an average of around $344. GOOG at $280 is 100% a buy, and I'm putting every spare dollar I can into it. It was $280 a year ago and now it's back to $280 with 25% more revenue.
I agree the demand looks real, and I'm holding NVDA, MSFT and GOOG through the swings. I'd just be careful timing it off sentiment, since fear can stay high longer than you'd expect. For me the better signal is whether the big buyers keep growing cloud revenue fast enough to justify the spend.
Buy, buy, buy the dip …. sell your house, car and wife, and put it all on GOOG . You’ll thank me 💵💵💵
Sell the farm and put it into GOOG ….. it’ll never be this cheap again 💵💵💵
Any chance GOOG goes back to $300 by EOW to save my bacon?
+1 me too. As I said in another comment: It's mind boggling that GOOG's P/E is currently half of the SP500 average (and the reason I bought heavily on Friday)
It's mind boggling that GOOG's P/E is currently half of the SP500 average (and the reason I bought heavily on Friday)
Buy & forget is probably fine for GOOG - would not be surprised in 5 years it is split into multiple companies. Democrats will probably force their hand into doing so.
I dunno man, GOOG is wayyy to ghey right now. POOTS is the way
"Bitcoin is the most stupidly obvious long out there today. Similar opportunity to FANG in 2014." -peter thiel .. history repeating itself. The most stupidly obvious long out there, is still FANG (especially GOOG).
GOOG core ad business is threatened.
Instructions unclear buying GOOG rn
$GOOG will go up, nothing to worry. That was a dip buy opportunity, even warren will buy week.
Being bearish in this market and being bearish on tech are the same thing at this point. We didn't drop friday because CACC dropped, but because INTC GOOG and the other tech companies did.
Just buy buy buy...especially INTC, GOOG, AMZN, XMMO, SPMO. This is a SALE that your future self will wish you bought that low point on the chart.
I am old enough that GOOG didn't exist yet as a stock, and have seen some shit. Unc status honestly. I have never done 0dte and only swing stocks on sale. Just Q to Q. RDDT sub 100 is absolutely on my list currently.
GOOG has like a P/E of 14 and completely control the world. I think they gon be OK.
Rate my port: 310 shares of QQQ, 150 shares of SOXX, 300 shares of GOOG
Wish RDDT bulls would stfu I want the price to stay down. NYT is gonna win it's lawsuit against OpenAI. RDDT is going to win it's lawsuits against Anthropic. AI companies will be made to pay for every damn thing they scrape. RDDT is a steal right now, so is NYT (I'm guessing the lawsuit is why Buffett bought NYT stock) GOOG is a mixed bag, they can default to Search if AI becomes cost ineffective from licensing requirements
I have 300 shares of GOOG am I cooked
lmao yes $GOOG $AMZN and $META going bankrupt. listen to yourself.
The plan is to wait for the IV to drop for a few days and then buy puts on trash like GOOG and NVDA again
Don’t know what else to say other than to buy gold. It’s on sale. I also think GOOG and PBR are on sale. Both great stocks.
Invest in $GOOG, they have positively impacted the human race
I'm ready to buy GOOG, but is the market? I feel like they are going to keep getting punished for their CAPEX, and they plan on ramping it up even further in 2027. The deceleration in search/ad revenue solidified the spanking. 103% YoY Cloud revenue growth is fking bonkers, but apparently not good enough for this market lol. Long term we chilling, but I'm hesitant to immediately jump in.
GOOG is far from just a search engine
Not as bad as GOOG has been crapping the bed.
This is an excellent buying opportunity for esp INTC, GOOG
Yea, Google would be great if it was mostly cloud like Amazon. But it's not. They have a monopoly in search, which is going to die off the more prevalent AI becomes. And that's partly why GOOG is getting crushed despite their cloud success
I wish it was down only 44% ytd lol. It's down 62% ytd, 70% from ATH. There are obvious bad macro conditions right now in tech (GOOG, INTC and NOW are 3 "different" companies in size and sector, yet they all died). RDDT gonna bounce back up. Fundamentals dont lie, the price is too good to be true. Yes management sucks, I don't care. The business and catalysts (AI deals) are too good. You are looking at FUCKING 17B for RDDT!!! If the price doesnt move, someone will make an offer to buy the company almost guaranteed. We reached capitulation on Friday. Lots of people selling at huge losses "just to be done". Plus the tax harvesting. It may see $80? Yes. Will it be higher in 6months from now? Absolutely yes.
GOOG ad revenue growth slowed from 17% to 12% YoY due to AI overview pulling users away from links. This also hit RDDT's DAU hard. Investors see GOOG as a money printing machine due to search engine ad revenue, Q3 earnings demonstrated that is being eaten by AI search engine replacement. Next they looked at the $200B+ in CapEx this year killing GOOGs cash flow (-$9B in Q3 alone). Their net cash position plummeted $71.5B YoY (50%). All of a sudden GOOG is no longer looking like a cash rich company printing money on ad revenue. They are burning money for an AI product thats killing their ad revenue. And they're a solid step behind OAI & ANT on the AI front. The downturn has everything to do with AI and is not not algorithm selling. Its informed investors that are taking gains to hedge against oncoming risks.
why tf would you drop 1mln in puts over a company that has 20pe grows 40% a year and is down 50% from ATH? The odds are not in your favour. Yes your argument is correct, he would have needed to buy different exp and strikes (which is what he did for the calls too). Also, poots holders won, but that doesnt make them right. Just lucky imo. The correct play was obviously to be long. But because of what happened to GOOG, one could clearly see market macro conditions were NOT GOOD. So buy cheap hedges just in case. Basically the tail risk was underpriced
Would Apple dump like GOOG? What do yall think?