Reddit Posts
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? 🥴
Google (GOOG) is currently in the $300s Could this pullback be a long-term buying opportunity?
7k-->12k, 70% portfolio gain in April
Earnings season is here Have you received the signal for the next wave of earnings season moves?
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
AI spending boom - sustainable growth or 2000 all over again?
GOOG/GOOGL lottos im tempted to get. Tempted to go full Google regard. Am I regarded? No. Yes. 🦧
5/15 $500 GOOG calls .03-.04 I’m tempted to go full regard and get more.
Musings of yours truly + positions
Mentions
Tencent earnings. US you are looking at the pure play AI (xAI, Anthropic and OpenAI - they released earnings) not AMZN, MSFT, GOOG, META which get their margin elsewhere and AI is the bolt on
Jesus christ. Move the goal post much? Anyone can sell a stock and rotate money. One doesn't need an ETF/MF to do it for them. Moreover, I'm not talking about high-growth, in fact I'm not talking about any specific sector or anything. In general, most well run companies over a decent period of time will recover from pullbacks. GOOG, AMZN, KO, BRK.B, MSFT, and thousands more. **Fact is,** if you miss a recovery by sitting on the sidelines, you'll often cut your long-term profits in half. You're better off to buy good companies and hold over a long period of time and hold until the thesis changes. E.g. SaaS is negatively impacted by AI; or Chinese EVs negatively impacting TSLA sales in EU.
GOOG trying to go to the moon on a spcx rocket
I have $8K left, do I: A) Keep averaging down my 375c GOOG 01/27 B) Put the $8K into memory DRAM/SNXX
GOOG really is going to become the next MSFT, thats just insane
GOOG like “nah we don’t make chips guys, we just sell ads” all of sudden
Listen, damn it! If you were red yesterday, you better be green today. Looking at you CRWD, META, GOOG & SPOT.
GOOG and META getting hammered so bad that my leaps are moving like weeklies 🙏😭
Long Goog and Meta, simple version. Meta makes money when people look at ads. Something like 3 billion people use its apps every day so it sells a TON of ads. Last quarter ad revenue grew 30%+ and here’s the kicker, they sold more ads AND charged more per ad at the same time. That basically never happens. Business is healthy. Everyone’s scared cause GOOG and Meta are dumping huge money into AI. But that spending is literally what makes the ads work better, and it’s already showing up in the numbers. Not someday. Now. Stock’s cheap right now, around 19x earnings, purely because people are spooked by the capex. Analysts peg fair value at 800+. It’s sitting around 562. You do the math on the upside if they’re even half right.
Hey GOOG could ya stop FUCKING DUMPING!!!
* Search is in rapid decline due to becoming obsolete, searchers per US user are down 20% YoY. This is a similar argument to how Facebook was dead... goodness what? Since 2014? Yet, if you look at their financials they have grown YoY for the past five years. Same as GOOG. I don't doubt there are less searchers today, but I suspect there aren't less users. Considering such a 'rapid decline' YoY, but they actually had their most profitable year in 2025 the evidence bears this out. * YouTube missed on earnings Dude. YouTube made $60B in rev last year. A record. 33% higher than Netflix. It slightly missed on earnings. In one quarter. * Waymo is a money pit and a huge liability. They pass school busses illegally, go into construction zones on the freeway illegally, etc. And the business is wildly unprofitable despite it costing more for the consumer than Uber/Lyft. You can't have it both ways. You can't tout Anthropic, OpenAI, Grok etc as threats then talk about how Waymo is a 'money pit.' All three of those companies are burning through tens of billions and making zero profit for the possibility of making money maybe in five years. At least in GOOG case I'm very confident people want self-driving cars. \* Their AI is the worst among the frontier labs and hardly beats Open weight models. If that's the case then why are the big guns like Anthropic and OpenAI taking their staff? If GOOG sucks then why pay the huge premium it would cost to poach the people who apparently are making the crappy tech? Regardless, even if you're right news reports are starting to come out how companies are already looking to reduce their AI token. You want to streamline your paper manufacturing company you don't need an AI capable of curing cancer. The irony about this AI arms race is that whoever wins is probably going to be another Concorde aeroplane - a superior product that 99% of people don't want. MSFT though I'll grant you is a fantastic buy at current prices.
Didn’t buffets boys buy GOOG at the top?
Yep I guess, I’m expecting it to go to 300 in a couple of weeks. Today en tomorrow is panic sell due to MU earnings. If MU shits the bed, things get nasty, Koreans are overreacting at this moment. I’m short on GOOG en sold some MSFT and bought some puts to neutralize. Also took my profits on MU and SK Hynix and wait for after earnings
Is this a generational GOOG buying opportunity or is it over?
I sell them on Mag 7 mega caps, AMZN, GOOG, MSFT, META. Unless youre living under a rock you should have noticed the extreme volatility this past year.
Im full porting GOOG at this level
A couple of researchers leaving doesn't really change the long-term thesis for a company the size of Google. The bigger question is whether you believe Google can remain a major player in AI over the next 5-10 years, not whether two employees left this week. That said, the market is clearly nervous about AI talent, competition, and whether Google's massive AI spending will generate enough returns. That's why headlines like this get amplified. Personally, a 6% move on talent news feels more like noise than a fundamental change. If you liked GOOG before the dip, a lower price isn't exactly bad news.
Oh fuk time to full port MSFT and GOOG
And what is holding somewhat steady? GOOG and MSFT lol
Don’t think you comprehend the entire issue at hand. All the municipalities, residents close to these build outs, environmental groups, lawmakers, etc…are not letting the big companies build out. So they have to create obscure filings to hide their true identities so that they don’t have to report it in their filings…so you and I can see exactly where companies like $MSFT, $GOOG, and $AMZN are trying to permit their way into. Because I guarantee if they published all that info…it would not go over well.
Told my wife I bought the dip on GOOG. She then proceeds to tell me she’s been sleeping with other men behind my back.
X doesn’t have the infrastructure and compute that a company like $GOOG needs. The investment was only made to preserve the AI fallacy and so $GOOG price wouldn’t crater with $SPCX. Looks like that didn’t work.
GOOG and AMZN selling their chips too. Who tf are the buyers that justify crazy multiples for semis?
all it takes is +1% on NVDA/GOOG/MSFT to carry the entire market. calls.
Grabbed some GOOG calls for August, so you guys should definitely short goog
Also long GOOG and I don’t think it will go below $300. Could be wrong of course, but if it does continue down I will continue to add for the time being. Granted I am bag holding MSFT as well so what do I know 🤣
#Futes are down 0.2%. This means tomorrow will be another day MSFT, GOOG and AMZN drop 5-6% LMAO🤌
Bought GOOG calls before close. Fuck you too lol
Dude MU and SNDK and AI is loving rent free in your myopic mind. It's just impressionable retail selling. GOOG and META didn't raise hundreds of billions recently to back down. They have conviction. Look around and calm down.
GOOG giving all of us the middle finger -and a great entry point lol
If GOOG falls to its 200-day MA I’m buying LEAPS
GOOG was jinxed by r/ValueInvesting
GOOG predictions and WDC?
MSFT and GOOG are totally killing my shit.
MSFT might be the only dipper I stay away from. I agree with GOOG but I'd sub Amazon or AVGO in place of MSFT
Sold 10% of MU position, up 1000+% & added to GOOG and MSFT today, will add to whatever is most red tomorrow.
How am I missing the point? Did you read my comments? I am long on GOOG. Just looking to discuss (not spiral or argue) on where people think the current pricing action will consolidate for the benefit of those looking to enter a new or build upon an existing position.
Why is it that stocks only attract attention when they're dropping like a rock, and then everyone wants to rush in and catch the knife? Not saying GOOG is not a solid long-term investment. It's one of my biggest holdings. But when a stock undergoes major distribution like today, it's usually best to wait for the dust to settle before getting involved.
Lmao I have 25x GOOG 370C 7/17.
Don’t think there is much correlation between SPCX and GOOG. Isn’t it still trading well above IPO price?
wait I forgot to sell the OTM GOOG calls I bought near the bottom today at close Aw crap.
I predict that a relatively small number of companies will reap the vast majority of the benefits of AI because the barrier to entry is high. I see AMZN, GOOG, META, and maybe the chip makers being massive beneficiaries of AI, so I have no interest is being tied into some poorly yielding utility company investment also. This is a special opportunity, I don't know for sure what AI will do, but it seems like we can buy high quality companies that are good investments without AI existing, that could see enormous returns from AI working out as well as many expect. I am looking for 33% annual returns for the next three years, I may not achieve that but I definitely don't need to be seeking 100% to justify not just buying a broad market etc
GOOG big cuckening today
I bought AMZN GOOG and NFLX today. They looked like good entries on the chart but we'll see.
I'd say GOOG, AAPL, even NFLX are safer bets
MMs remembered GOOG is software and they hate it now
GOOG just HAS to be free money by now. ...right?
Who would’ve thought that GOOG, META, AMZN were the biggest piece of shit stocks in the market. The next ADBE?
You're missing the point. GOOG is ballooning because it's a solid business, but at the same time, a very famous and relatively volatile one. Ups and downs like those are irrelevant. Today's move was nonsense. Even when Gemini was woke and produced black nazis, stock went slightly down and then shot up. Also, as someone else said, Anthropic IPO will boost GOOG as well (and Anthropic has been financially engineering the IPO hard this year, so we know it will pop off at least at the beginning)
AMZ and GOOG getting hammered but their earnings numbers are going to be legit eye watering
If you think one guy leaving makes GOOG a bad investment, go ahead and short it. Report back.
"...in the short term" Can't make this stuff up! So... you somehow think power is a short term issue. I can guarantee the ramp up for power demands will far outstrip the ability for these companies to match hardware wise. If this weren't the case, why are the VA datacenter connect times being quoted out 3-5yrs? In all those obscure filings to hide the true identity of which Mag7 company it is, it's very clear it's $MSFT, $AMZN and $GOOG. So if the three largest companies can't get the inter-connect from the utility company, how does the lack of short term thinking help here?
The GOOG 1 month chart is making my penis soft.
added 1 420c jan 28' ... it was down like 15% when I added, so i feel good about that. imagine the guys that left... their shares tanked because of them leaving... haha pretty funny, probably got a big raise though. GOOG has a decent stake in anthropic (14%), good business relations... no worries
$NVDA Possibly NVDA venerable after $MSFT, $META, $GOOG , $AMZN down a lot Big guys stop buying GPU, cut cost, hurt semi sector
BigTech MSFT, META , GOOG down today Only DRAM, MU, SNDK pump like Archegos-2021
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOG** | $355.00 (above) | $347.23 | +2.2% | 23h 60m |
TSLA is mogging AMZN, GOOG, and MSFT today. Brutal
Yeah, same here, I got 900 shares of GOOG and wanted to have a nice round value of 1000, but then I see how big of a portion of my portfolio it is and I think again.
Tough to see as it's majority of my port but not scary enough to consider selling. For being the bohemoth it is GOOG experiences both rapid gains and rapid losses. I'm confident it'll return
Priced to perfection? Their P/E before the drop was about 28. The average is 35 - 38 for a tech company on the S & P 500. Considering a lot of those companies don't have the massive advantages GOOG have (Google, YouTube, Waymo, AI) I'd say they deserve a much higher multiple.
Not really an overreaction when you consider that GOOG was trading based on extreme greed/optimism. They were priced for perfection. Google is already struggling to keep up with Anthropic, OpenAI, Grok, and even open weight Chinese models. Losing top researchers is a huge blow to them.
Assuming it doesn't get blocked on anti trust grounds, I doubt it. With SpaceX trading at a $2.18 Trillion valuation despite their AI being substantially worse than OpenAI/Anthropic , OpenAI/Anthropic would probably want at least a $2.5 Trillion valuation from Google. So to merge with even just one of them, GOOG would probably have to dilute their shareholders massively.
GOOG was trading 150-200 before Gemini hype lol. You’ve got a long way to go
I saw this news, pulled out of DRAM and bought GOOG. Guaranteed at leaat 5% profit.
Thought about GOOG leaps… then I remember how shit Gemini has become
Take it with a grain of salt, but the big boss is in his office, allocating over 60Million to GOOG, AMZN and SPCX. Interesting.
Wanna make money now? GOOG, AMZN and SPCX for the kicker. Good to go or your money back!
GOOG will just own Anthropic/OpenAI when the time comes anyway. They can leave, but their souls can't hide forever. All the bitches crying about "*should've full ported GOOG 6 months ago*", well here's your chance at another dip.
GOOG will trade sideways until they actually release a model as capable as anthropic or open ai
When the OP doesn't return to expand upon or defend their statements, it means they're a bot. They have you reinforcing and reassuring each other to buy more shares. GOOG is a good stock but people are still being played.
I capitulated. Sold MSFT and GOOG and bought MU, SNDK and AMD.
I think GOOG is down today because the market is down today.
Why $GOOG, $META down, $CAT. Up ?
How much has GOOG lost in mkt cap since they raised $80B?
mmmm MSFT and GOOG going back to 200 and 300 respectively?
Give me a reason why not to full port GOOG
Which AI companies go bankrupt for big spending? Which Trillion dollar companies need bailouts, impact to economy? Still lot of unknowns for $QQQ $SPY $SMH $GOOG $MSFT $META $MU $AVGO etc https://preview.redd.it/708jo4fd9v8h1.png?width=654&format=png&auto=webp&s=29ae91c41068b48f2212df966cdfad5fad3de251 Always 1987, 2000, 2008, analyst says this time is different. Human greed is always same .
I found GOOG out behind the plate shop with a broken wing. Named him Jake. His wing is better now. Fly GOOG / Jake, Fly!
MU should just buy MSFT and GOOG. Im pretty sure it will make the stock price go up and make shareholders happy
Been waiting for a buying opportunity on something, and not chase and get slaughtered. Goog (GOOG) Down 6 percent to $345 seems a gift, down 15 percent from it's high, and most today, over John who? Jumper? LOL. I am buying. Gold by the end of the year. Gold!
I have to admit I get triggered seeing shitty companies like Intel and Tesla green on days when all these other massively profitable companies like NVDA, GOOG, AMZN, etc blood red lol I own none of these individually but its just like…what the fuck man
$CAT doing AI, that’s why all dump $GOOG, $MSFT today ?
GOOG. What a buy here down 6 percent. For John Jumper? Did you know he left more unvested options on the table for the company GOOG to buy back stock for the next 2 years? Wow. GOOG should be up 5 percent today. You will see.
I can’t believe I was lucky enough to get out of the AVGO calls and cursed to buy GOOG calls right after