Reddit Posts
Ran the numbers through multiple models and calculations, these are the numbers estimated for following stocks by next year.
$GOOG whale alert: massive $34.8M sold put premium at the close
Asked him to pump my GOOG calls. He’s thinking about it.
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
Mentions
MSFT, AMZN, GOOG cloud services growth beg to differ.
If you like GOOG at $290 you'll love it at $250
Friendly reminder the Pelosi's portfolio is all NVIDIA, GOOG, AMZN, MSFT, AAPL, AVGO, etc. I know she's retired but still.
Glad I sold my GOOG at $295.85 earlier this week, it’s holding strong right now but damn does that stock suck
The time is not here yet, they need to throw the babies out with the bath water. If we get another flush day and GOOG sinks to $250 and then snaps back quickly with VIX > 30 and huge volume, I'll look to sell March 200 PUTs. I'd be happy to own GOOG if it gets to $200, but if the more likely scenario happens and the stock moves higher, I keep all the premium. This is not a day trade or swing trade, more of an opportunistic trade to take advantage of artificially inflated premiums on deep OTM contracts.
$GOOG so oversold and ready to pop
This is what is politely called "cooking the books". It doesn't mean GOOG doesn't have value, but it's near monopoly on ads will not be a thing unless I am missing the plot entirely. YouTube ads are *fully* monetized. It is barely usable. I still remember Crackle and it's nearly there. Search ads will become (at best) a hegemony between Claude and OpenAI and Google.
GOOG looks like about to dump at open
Could have bought AMD dip but not. Bought GOOG
Everyone calling for a dump and i'm over here bing chilling on $GOOG
I actually love it. Creates buying opportunities. Got to add to my GOOG position.
Guess the market wants GOOG at $280 until it figures out their ads revenue.
Most definitely. Adding to my GOOG position. They are just incredibly well positioned. But what really gets me with GOOG is the fact that they have over $300 billion of revenue they are going to realize in the next 24 months. That is like Google adding an entire 2025 Microsoft in the next 2 years!
GOOG META MSFT PLTR SPCX All have OPERATING profits from AI cloud and mkdels. And don't bring up mark to market. That's why I exclaimed operating profits. Idiot.
*laughing in 3mm in $VTI* Don't worry, I'm hoping AMD and GOOG LEAPS too fucktards
Hold to zero is hardly relevant to hyperscalers. MSFT, AMZN, META, GOOG
Whose making money other than NVDA? GOOG, AMZN, META are negative FCF. MSFT is getting there too. Neoclouds never made a penny of profit. Open AI or Anthropics? LMAO.
Stocks I was looking at (bought all except MSFT): SPCX -46.6% GOOG -31.8% NVDA -26.4% AMZN -25.5% META -25.1% MSFT -11.4% AAPL -9.0% Not buying yet:
$GOOG down 30% from ath
$CRWV and $ORCL can't expand and continue financing operations with debt, can't repay loans (hits VC, PE, Inst. Banks). $NVDA loses some of its largest customers. $GOOG, $MSFT and hyperscalers lose huge portion of future growth prospects as compute supply is evaporated, struggle to pay back loans (further hits financial firms, chip firms). OpenAI and Anthropic can't meet its compute commitments, possible default on debt as well. It's all a grade A cluster
Mu, GOOG and SanDisk at $400 is a love triangle...so buy google
After GOOG shit the bed, I only use DuckDuckGo....
Anyone wonder why GOOG blew their quarter and blamed SpaceX and AI infrastructure spend? It’s to fuck Anthropic and win the AI race.
Loaded up on $GOOG for $280. God help me!
I sold my GOOG call at 291 for a good profit. Thank god I didn’t hold that POS
Just buy $GOOG so you can sleep at night
For the thousands of bullshit companies yes it would be like the dot.com. Democrats are not gonna fuck up the taxes brought in from GOOG, PLNTR, NVDA and the like. The monoliths with survive and probably thrive. But insignificant ones are gone for sure
no it's not a big enough dip on SPY. But I loaded up on GOOG at the start of this week and will add MU tomorrow... it's a good good dip on tech
GOOG seems like a good buy rn. I bought some and will probably buy some more.
Hell yeah, I also own a ton of BRKB. They also like GOOG a lot and have a much higher cost basis than I do, and higher than GOOG is trading today. They also sold TSM at $80. I still believe all of these companies will be winners. Anthropic? OpenAI? CRWV? I am not betting on them.
Deals of a lifetime especially GOOG if that happens.
The fact that this is upvoted so much shows that we still have a lot further to fall GOOG is a sub-$150 stock
NVDA going sub-$100, GOOG sub-$200 easily
Too much over reaction. US GDP, 30 Trillion, beyond any single party left or right BigTech know how to work with both wings. Whoever invite, they go along to meet their profit margin, left & right doesn’t mater $GOOG $META $MSFT $NVDA $AMZN $CAT $JPM $GS all saw many midterm
+17.58% after today. Outside of FXAIX 401k contributions, about 10% of my portfolio is AMD, GOOG, MSFT, INTC, NVDA in order of size
Too much over reaction. US GDP, $30 Trillion, beyond any single party left or right BigTech know how to work with both wings. Whoever invite, they go along to meet their profit margin, left & right doesn’t mater $GOOG $META $MSFT $NVDA $AMZN $CAT $JPM $GS all saw many midterm before
I mean yeah I have a good core, but also a bunch of momentum ETFs, plus some GOOG AMZN AAPL TSM NBIS BE RKLB etc. I never "full port" a damn thing like you filthy animals.
Great timing on GOOG purchase. Right when their ad revenue starts taking a dump, lol.
Me too, didn't get out after earnings, and got shaked out today on the long wick down, but it recovered. GOOG was very resilient through all of this and it was the only position I did not sell in premarket. Salty as fuck about it.
Personally I don't like VGT as a fund because it excludes things people would normally consider tech. No AMZN (consumer discretionary), no GOOG/GOOGL (communications), no META (communications), no TSLA (consumer discretionary), no SPCX (industrials), and I'm sure there are others. I think that "technology companies" extend well outside of just the official technology sector and VGT won't capture those. IGM might be a better choice in that regards. Though, personally, I wouldn't use a sector-aligned fund as my base fund.
TLDR: any drawbacks to reallocating? will BRKB holding GOOG hurt it? buy before Nov 7 earnings or after? Sheesh. Reading is too much of a chore on a site that's 90% text. Didn't know.
I bought GOOG options yesterday near close. Sold them in the first minute of opening and actually doubled profit. I fully admit I got lucky af. Kind of wish I would’ve bought puts (I did yesterday and sold them for a loss, albeit not terrible loss). I regained and even made money with flipping the calls tho. Holy shit did I get lucky.
Ha no way I lived it GOOG and AMZN were never considered nonsense. But true that some of the big players didn’t make it either.
Warren made first purchases of GOOG in early 2025
Lost $50k on $GLW, trying to make some of it back with $GOOG shares
$GOOG rsi is oversold
Like 80% S&P500 and a small number of stocks and REITs, nothing fancy: VOO, GOOG, INTC, O, and a couple of random energy ETFs.
If data center buildout truly slows down how is that not wildly bullish for MSFT, won’t their cash flow flip massively positive? Same for GOOG no?
Is anyone unironically considering going all in on GOOG? Down hella hard and imo they are prob get fucked the least in an AI slowdown since they never really needed it to be profitable anyway.
AI plays with other revenue streams such as GOOG is the play. Its ads ROAS still the best compared to others.
Bought a ton of $GOOG at the end
Should have sold my QQQ calls yesterday at 702, LOL. At least, I offloaded the GOOG calls yesterday.
$26.5K on paper, but it's all longs (VOO, RSP, and GOOG).
I hope it keeps taking a dip so I can keep buying the dip. DCA long on the GOOG
Planning on buying $GOOG end of day
GOOG is so gonna 🚀 soon
GOOG 10/6 190 calls anyone ?
GOOG I command you to MOOOOOOOON
Mag7 soon to be Mag5: GOOG, AAPL, MSFT, AMZN, META. The AI capex crash is actually playing in GOOG favor by murdering Open AI and Anthropic IPOs. Less cash for scaling and horrible macros, while Alphabet has many cash cows. Neoclouds FUBAR. Semis at the end of a high cycle. Looking forward to buy penny stock shit tickers in the 5-10$ range.
I deployed half the cash I'd been sitting on between. GOOG earlier in the week and now other big tech today. I feel like this is what I had been waiting for and if it keeps going down I'll buy more
I love it man. the opportunities are out there. WMT was just $103 and there was absolutely no reason why. COST was just $880 too. companies like GOOG and MSFT will survive and thrive with or without AI. our job is to identify opportunities and roll with it.
I initiated new positions in RDDT, GOOG, TSLA, NVDA, PLTR. Nothing large, 0.50% sized. Tight stops on RDDT and TSLA as those are intended to be trades. The GOOG, NVDA, PLTR holdings are me initiating new long term positions. I love days like this!
**I was cash gang until yesterday and bought GOOG LEAPS. For more tips on how to perfectly time a market crash, follow me**
everybody please don't panic and don't sell low!!! be greedy when everybody else is fearful. I sold puts for NVDA, AMZN, GOOG, BE, and more.
$GOOG has negative free cash flow of about -$10B. Granted, I think they'll make it out of this and grow.
Yyp: GOOG, SPCX, MSFT, AMZN
agree. Got my GOOG on Tuesday and RDDT last friday, I am still up to my entry but probably gonna buy more
Timed GOOG pump top perfectly and scalped some more puts 💰
I am curious: how many of you got baited yesterday? I got baited 2days ago but bought GOOG so its kinda fine
GOOG the real winner after all
YTD returns as of today: NVDA red, INTC +45%, AMD +95%, MU +150%. Seems like the semis bubble has finally popped. Honestly mkt looks healthy. The only shit thats insane is GOOG/META being red 10% and stuff like $APP/$RDDT being also still dead
Fair enough! You're right re: the disclosure. The tech companies aren't doing criminal things (that we know of) off-balance sheet like Enron did. I do think GOOG having almost a trillion dollars tied up in off-balance sheet commitments is crazy. That's 25% of its entire market cap!
I would allocate 5% into OTM calls on SPY, put the rest in AI stocks because they're gonna come rushing back. Especially $CLS, Celestica. They just posted 83% earnings beat, and guided for 100% growth next year. Partners with GOOG, AVGO, AMD (Helios chip).
Was cash gang until last week. Well, at least I bought GOOG LEAPS which isn’t doing bad compared to rest of the market
GOOG just confirmed they will build a new data centre in Wyoming, $16b
I bought a ton more SPCX If compute is going to be harder to build, then you prob want to buy the company that already has a shitload of it and can build it faster than anyone else, while they still can. Same with GOOG
Damn GOOG only down 1%? Must be a safe stock!
$GOOG playing 4D chess announcing a massive data center investment today? What are we doing
GOOG at these prices. Trust 🎅🏿💨 Santa is coming
Did add some GOOG. Would most definitely add more if could get more of a dip. Google is better positioned than any other company for what is coming over the next decade.
Mrs. asked my why not sell my GOOG c's for profit yesterday, I should listen to her more
Find companies outside of semis that have been oversold and start DCAing them. Or keep holding on for a good entry into AAPL or GOOG and then go all in on leaps.
Yesterday was a temporary reprieve brought on by exuberance: the end of electoral uncertainty. Today it's back to the tech bubble collapsing, which has been happening for months. The tech bubble collapse is accelerating. The NASDAQ 100 is now in correction territory, off 10% from its all time highs. South Korea's KOSPI had to halt trading again last night. Today has been been the worst day for chip stocks in more than six years (March 2020). Nvidia (NVDA)'s one-year return is negative 4.17. Meanwhile, Alphabet (GOOG), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) still have more than 3 Trillion dollars in off-balance sheet spending commitments. Sentiment has shifted: the VIX is up more than 30% today alone. Fear is back in the marketplace.
For some companies, yeah. For others (and the majority of my holdings) I'm still very much up. AMZN, GOOG, MSFT, ONDS, etc
Scalped GOOG puts and now am cash for the day on a nice profit, god speed to the regards still trading
Nah, the rotation out of tech has been going on for weeks. There are high growth tech stocks trading at half the multiple of JNJ. AMZN, NVDA, GOOG, etc are not getting cut in half from here.
GOOG looking like a buy and hold at this point. 14 P/E is a lot lower than most of SP500, and their business is viable outside of the AI bubble. Not saying it's a moon shot or anything, it'll probably get dragged by the AI rut some more, but on a 2-3 year horizon it feels like it's on sale.
GOOG is a generational buying opportunity
Ive got no cash but im considering just selling all of my forever hold GOOG shares to slurp micron or sandick. They will have such a fucking violent recovery.
I just bought calls on GOOG, have an order in for RDDT
$GOOG looking good right now at 15 pe
GOOG almost at its 52-wk low lmao