GOOG

circadiggmigration

> people do not change old habits. Yes they do, if they're financially incentivized. I don't even know where this dumb saying comes from. How come people replaced landlines with cell phones? How come cable tv is losing subscribers every quarter? If AMZN, GOOG OR MSFT can load an intuit-like software into their stack and cut the price by 50%, that "old habits die hard" mantra will go right out the window.

demonhunterking

I checked put transactions options and realised bear gonna burn on MU, POET, NVDA and GOOG.

vlayd

All hail Lord GOOG

Alicyclobacillus

Gold rush Companies selling picks and shovels (NVDA, GEV, etc.) enjoy a boom in profits. How long their success lasts depends on the gold diggers (AI producers) Companies producing AI are not profitable because of their AI segments. Some (META, GOOG) are profitable from other segments of their business, and AI is boosting revenue but still not at a level to justify the CapEx. Others like OpenAI effectively run at a loss. If AI producers fail to realize sufficient earnings, there's hundreds of "picks and shovels " companies that will tank.

chainer3000

Off the top of my head over the last 3 years my biggest winners have been ASTS, rocket lab, LUNR (although their botched sat launch last year brutally fucked me and I sold at a massive loss), IREN, NBIS, QBITS, RGTI, GOOG, VRT, AAOI, WYFI, RDW, massive win with MU recently I’m firmly in space stocks right now, but I’ve started rotating into energy, had some amazing luck already with Bloom and a penny stock American fusion There have been others

Invest0rnoob1

I don't care about any of these companies. I just want to make money. My 4 positions are GOOG INTC IONQ RKLB. I bought GOOG and INTC in 2022 and added more to intel at 20. Not buying the most hyped stocks in a bull market is dumb to me. It's like people are handing out free money, and you're saying no thanks. I have investment morals lol

Tim_Apple_938

That’s all included in the price I was referring to Anthropic is paying spadex 15B annually for 1GW and paying GOOG 40b for 5GW GOOG and spacex are actually running the chips, paying for all the power staff and opex. It’s reflected in the price

blabberboy

SK Telecom and Zoom also have stakes in Anthropic, where a much bigger % of SK Telecom = Anthropic shares than the analogous % of GOOG

That-SoCal-Guy

Learn to read charts and know when to enter and when to exit. Then either stick with index or a solid company that you know will weather the worst of times. If you already have long positions like GOOG, then hold, buy some more when they bottom. Repeat. Corrections are great opportunities for those who wait.

Tim_Apple_938

That’s not what I said, no Gemini is clearly poised to overtake consumer. Gemini App is at 25% worldwide traffic, compared to the incumbent ChatGPT at 50%. 1 year ago it was 5% and 90%. The trend is very clear Regarding enterprise what I’m saying is two fold: \- agentic coding race just started. This is a new boom and you’re extrapolating a lot from the first mover. Look at ChatGPT 1Y ago and today in consumer as an example. \- even if Gemini loses enterprise, as long as Claude OR open source win, GOOG will be dominant as an inference provider My personal prediction is frontier models will all be pretty equivalent in 3-6 months. There will be zero pricing power. GOOG uniquely poised to win on speed and token economics if it comes to that. But if there is one standout who CAN maintain pricing power cuz they have an insurmountable intelligence gap - as long as that’s Claude and not GPT GOOG will still be the most valuable company in the planet

gigachad_destroyer

AMD last year around $100 - everybody was riding the NVDA hype train, to me it was obvious that AMD is a quality company with quality leadership and the only competition to NVDA. GOOG - basically the same idea, back thrn people thought ChatGPT was the runaway winner. And goog also had some legal issues that got resolved.

Neader

Like half ported GOOG calls at close phew thank you peace

OneTwoThreePooAndPee

GOOG and AMZN are best positioned for AI. Even if they end up just buying it from others (Anthropic).

Tim_Apple_938

You’re just witnessing a first mover effect in agentic coding (an essentially brand new category having a breakout moment) and extrapolating That being said GOOG massively benefits from Anthropic winning enterprise as they use TPUs heavily and GOOG also owns 15% of them

theflintseeker

Congrats you found a hot take from 1.5 years ago right before GOOG ripped 150%

shawman123

based on how their revenue is growing, I think it wont hit 9 trillion in next few years. But they are steady and will keep growing. the brand moat is not going away. Even though chinese flagships have phenomenal specs, even in China Apple is selling well. I could see them do well with their Specs and other not so crazy priced hardware. Even Macbook neo can do 5x sales if they can improve the supply. So I would hold on to my AAPL shares. For some reason I am scared to own NVDA but they can easily double if they keep growing at this crazy rate. I can see them hit 10-12Trillion in next 2 years. GOOG can grow from current price though not sure about doubling. AMZN/MSFT have good potential. Dont like META at all despite them pushing gazllion ads to FB/Insta. But their market cap can grow from current levels. TSLA is not my cup of tea and so I am staying out of it.

actias_selene

When I run the number and think about the situation: \- Big tech still has room for growth. Especially those that does not rely on AI completely. MSFT, APL, GOOG, META, AMZN. \- NVDA is good, but still even if 20-30% slowdown of data center investment, could impact valuation very negatively, but still, the company itself will remain strong. \- MU and other DRAM/storage companies are where the bubble is. The investment in this area is continuously increasing and the supply will increase no matter what. If the demand cannot keep up, they will crash, and they will crash hard. The issue is, I think even 2 years to expire leap puts are very soon to make any call. So I will wait it out longer before deciding if I take any short position on these. \- Inflation will be high and remain high for next 5-10 years. Increased oil prices, to governments trying to inflate out their debt. Central banks will increase their interest rates, but not at the rate of inflation. \- Large AI companies such as OpenAI, Anthropic, xAI are all deep in red. If they can increase their prices a lot, they can make it out, but all or most of them will just spiral down after IPO imo. I believe a crisis will be triggered by: \- BNPL schemes. \- Private equity. \- Bond market. What I do: \- Keep buying MSCI and S&P 500 ETFs. \- Keeping more than regular amount of cash in highest interest possible saving accounts. \- Large amount of low interest fixed rate mortgage debt. I am not paying it off. \- I never liked bonds, I steer away from them.

Jerikolol

nah its just bad vibes mainly openai is 'bad' now instead of being an AI darling, xbox sucks, MSFT in-house copilot is the worst of the models (and is barely more than a chatgpt wrapper, AND there core software office 365 is boring and stagnating. oh and theyre also a SaaS now, so they get sold off every time anthorpic nukes IGV with some new claude update/plug-in. Now are any of these fundamental issues that will never get resolved? nah, prolly not. Kind of how GOOG was dead 1 year ago, and now its back to being the best company in the world. MSFT shall rise again (when tho, idk thats harder to say... 6 months? 1 year? more?)

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

AppropriateText176

My entire investing strategy for the past 10 years has been: buy GOOG. I'm a qualified financial accountant and I know a lot of shit about investing, diversification, risk management etc. But fuck it. My theory is that the guys running Alphabet are way smarter than me or any hedge fund analysts. So I just give them my money and they allocate capital as they see fit. Diversification is for pensioners and cowards. Google all the way.

Agreeable-Bee-3449

Not a financial advisor but I like to do a core + satellite approach. Where the bulk of my money is in a broad index etf (like VOO or VTI, VXUS, VT etc) and then I supplement that with more risky individual investments. My satellite rn is GOOG, MSFT, MU and RKLB

KrustyLemon

Bought GOOG due to demis hasabis. Bought ASTS due to the tech. Bought RKLB because every billionaire was making rocket companies. Bought SMH due to chip shortage during pandemic as it was identified to be a bottleneck. Bought MU due to reddit DD when it was $90. Bought GSAT due to apple rumours. I buy VGT weekly due to technology always moving forward.

culturefan

I suspect you're not holding your stocks long enough. You should hold them at least a year, and then decide if you need to sell them or not. I'd continue to hold MSFT & META. The Mag 7 stocks are still the way to go, AI is still in its infancy. So MSFT, META, AMAZN, GOOG, NFLX, etc. It probably wouldn't hurt any to find some stock pundits on Youtube you think are worthwhile to listen to--there are many.

RevolutionaryPhoto24

I started buying ASTS in 2023, including cheap LEAPS, based on research. My conviction grew over time, along with my position and after its first jump on the announcement with AT&T, I thought it was about to fly so finished building the position in a day. It worked out as there was an announcement with Verizon the next day, and from then on I added on dips with profits on bought and sold calls. It was all conviction based on research. Similar situation with AUR earlier this year. And I’ve been building ACHR as well. Pessimism tends to be greatest during accumulation phases, I’ve found, so I take advantage of that. Same goes for the “META/GOOG/NOW etc are dead,” when the companies actually print money.

Specialist_Cup_3603

I got 1630$ to invest monthly , i’m 23 , i will continue buying $MSFT $NVDA $GOOG $ORCL $NVO $INTC , if i got more money i will buy QQQ ETF

not_a_cumguzzler

you think too highly of yourself. I shorted NVDA, TSLA, PLTR, GOOG, and QQQ. all at relative bottoms

Crazy-Experience-678

I bought GOOG too...but sold it around Liberation day. I also bought a lot of META around Covid when it tanked but sold it before the big rally. Sold RKLB before big rally recently too but got some decent profit out of it. At least I didn't sell my NBIS shares too early.

Comfortable_Flow5156

if the market crashed 40%+?? Home equity loan on house.... Doomsday account activated (YES , I have one for that situation) TQQQ SOXL JPM GOOG class C IBKR CBOE And you can swing trade aggressively post crash for about 6 months

pembaThePanda

I think it depends on the strike you choose. I did a CC on LITE exp 5/22 at $1k. I was okay if it hit it (bought at 933) because that's a healthy 67k profit, but it started to recover and then dipped briefly, at which point I bought out the CC for 3k and then sold LITE for 970. It'll hit 1k+ next week - I am pretty confident, but I didn't want to hold over weekend so I was able to get out before weekend at a healthy 43k profit + 7k premium. I did similar to GOOG, but it expired today and I kept the shares because the strike was high.

sdas99

If NVDA or GOOG grow market cap at 30%/year for 20 years they will get there. They could also grow 20%/year for 29 years or 10%/year for 55 years.

Concept-Plastic

Thanks for obliterating my wonderful month, GOOG calls.

iloveaccounting64

You are the first regard I saw this year that lost money on GOOG calls…

Tim_Apple_938

I bought GOOG during the “ChatGPT killed search!” dip era It just never made sense to me. Every earnings report showed search growing double digits There was such an enormous disconnect between hard data vs the media narrative. That just means you’re early at the end of the day. Market can remain irrational for a loooong time tho (TSLA 😂) so be prepared to hold and it’s extremely painful

fungoodtrade

So you bought the very first dip you saw? the day after the RSI of GOOG was 87? If you are new to this you should take a look at typical RSI on the daily timeframe for things you want to enter. If you don't have a great understanding of market ups and downs you essentially bought the local top. After that big move on 4/29 you may want to consider letting it find its new range. I try to let the RSI cool to at least 45 before reloading generally. I have targeted 35 for GOOG in the past to reload LEAPS. Just today the RSI hit 47.9, and GOOG crossed below the 20sma. This would be a better entry. Still potentially early, but for google being early is no big deal. Do yourself a favor and choose even longer expirations for this kind of play in the future. Be ready to hold for 1-2 years... because honestly... you just don't know. I've been investing in GOOG since $195, share price went down to 140s, and now is hitting 400, but it wasn't a great time for me for a few months. Be ready to wait for the recovery, or potentially roll the calls out further. Just my two cents... stick with it. https://preview.redd.it/jfzvr079ds2h1.png?width=867&format=png&auto=webp&s=36015d90e555f10dc62e23ec6c3ccad94b254651

Top_Category_2526

I sold GOOG at $168 since then the stock only go up

RphAnonymous

For me, it's both the overleveraging itself and the fact that this creates an exploitable vulnerability in our entire financial system, not unlike the World Trade Centers in 2001. The issue isn't necessarily the belief itself - it's the manifestation of the belief in overleveraging to the point of irrationality. Historically, overleveraging results in bubbles and crashes - whether it be tech stock, real estate, oil, etc... Diversification offers protection. The thing that makes this situation unique is that it is the entire SP500 index that is overleveraged in AI, instead of just banks, which is the gold standard against which every other benchmark is made and is considered the main source of diversification for the average person, particularly when it comes to things like 401ks. It makes this particular crash somewhat more haunting, especially given that we are heading into inflation and an unprecedented proportion of our population relying on retirement income sources. Social security ends basically in 7 years, 14 if they cut the benefits in half - combine that the only real other financial support retirees will have shortly being 401k and this is a massively risky and scary situation. The younger generation doesn't make enough to support their parents when things crash - 60% of the population is paycheck to paycheck. So, what happens to the entire market when the younger population can't spend because they are paycheck to paycheck and potentially trying to bail out their parents, and the older generation can't spend because their entire main 2 sources of income tanked in relative proximity to each other? You have a market collapse. Nobody makes money if nobody can spend money... It's a bubble collapse because it is precipitated by overleveraging in one sector or group of companies within a sector. Nobody gives two shits about AI services if they can't eat. The government will likely be forced to step in and force AI back to allow jobs to be made so people can get income, but that will also make the AI bubble crash harder and those 401ks tank harder. It's a lose-lose for government intervention - basically they will be forced to consider bailing out those companies, but that is going to be WAY WORSE than the 2008 bailout, causing inflation and pressing the market down. This is looking like 2008 all over again, but instead of banks being the source, it's the lack of diversification in the assets that were intended to be naturally regulated for diversification, and thus THE primary source of investment for much of America. There's also the fact that in a free-market, ultra capitalistic society, overleveraging the entire market does not represent just a financial vulnerability, but a strategic, national security issue. If I wanted to send the US into financial turmoil, I'd just Luigi Mangione the Execs of those companies, or bomb their R&D divisions and headquarters. Literally, one well placed bomb, not unlike the trade centers in 2001, can crash the ENTIRE market governing nearly every US citizen's financial future - in fact, it's EASIER than the trade centers. I'm surprised the government is allowing such a vulnerability to persist, except that they all are inside traders (their own admission) and can easily retire rich by not doing anything and making it someone else's problem. Quite frankly, NVDA, AAPL, AMZN, MSFT, and GOOGL/GOOG should all be removed from the SP500 index entirely. I think 50x the median value of the index would be a decent limit for index inclusion to limit over-representation. Give them their own tech index instead of basically just making the entire SP500 index another tech index. 30+% of the index is too much for one technology to be THE FULCRUM of it all.

Moepenmoes

Gemini's new AI model versions are so dog shit compared to their previous versions that I'm almost getting berrish on $GOOG....

Shapes_in_Clouds

My cost basis isn't bad but I regret owning so much RDDT. It's the only stock I own that hasn't recovered post Iran. Should have just bought more GOOG.

chauhan_shubham

Yay!! I hopped on the QComm train. Made some money. But lost on GOOG and NVDA. I think its the best time to do a Leap on GOOG because its gonna just rip once it starts. But my broke ass doesnt have enough money.

n0m0rem0ney

Do i hold my GOOG 405 6/12 call? its down 80% rn

gspach

why is GOOG such a piece of shit this week

EidoStarFi

I mainly sell options, but I also love buying OTM leaps on stocks I am confident will go up, usually tech stocks. I have AMD 530 Call Jan-21-2028, that are up 438%, I am going to close this position soon. I typically enter into these when we have a pullback and set alerts on AMD, GOOG, NVDA, TSLA, etc. and other tech stocks that can have big moves fast. When they have a big price drop I enter the position, buy OTM (500+ days till expiration) Calls and wait...I find the hardest part is not holding when it's red....it's selling when it's very green and you still have 600+ days til expiration and you start to ask yourself, "but could it be greener"?!? Yes, yes it could...but take the money!! Always take the money!

schwalbatros

GOOG and AVGO due for a move soon

cgonz15

W GOOG, i love them

2MuchSend

IBM and GOOG are strong quantum plays. Don't feel bad my brother. Unless you mean calls...then yeah should have probably sold it.

MoJoe-21

what’s your expected price on GOOG 12 months from now ?

MaterialGuy007

3 companies going public for same reason and only 1 will top Anthropic.  Everyone w any common sense will hold their investment dollars - which means capex for AMD, NVDA, MU, CRWV, SNDK all unstable - winners GOOG, AMZN - TSM needs to move to US asap any investment now (AMD) huge risk - China appears empowered (record leaders visiting in few months) 

mightychicken64

GOOG pls

raisuki

As soon as Apple releases a ring wearable this will go the way of Fitbit. So maybe a GOOG buyout?? 😂

cgonz15

Take your time my precious GOOG, you are a beast

IndividualNo7155

GOOG 5 min chart looks like erectile disfunction

n0m0rem0ney

GOOG, please. please

Mammoth_Bank_7886

I don't think I've seen a green day since 10 days. In a bull market. My GOOG and NVDA calls just want me to slowly bleed. even oil is letting me down, despite the fact we're facing disruptions on an unprecedented scale. At least I got some IONQ. Might sell the NVDA to get some QBTS but gambling hasn't been going my way since a while now.

GS4WhenNinty

This is 60% of my portfolio while the rest is in indexes: Amazon 23% ASML 22% Uber 12% Google 12% Amd 8% Nintendo 6% Centene 5% Novo 4% AXP 4% Evolution AB 2% Dlocal 2% I've held most of these and added in the past 1.5yrs. Overall portfolio(incl indexes) has gained 25% but I feel like I could be a lot more optimal, a lot of my gains are significantly tilted to tech with ASML, AMD, GOOG being the biggest winners but everything in the lower half of my portfolio is either slightly in the red or down significantly like Nintendo. I do believe Nintendo will flip at some point and honestly I really like the look of Sony as well but not convinced that if ASML for example crashes the others will be there to keep my portfolio afloat.

Old_Bay_Boy

This isn't the best sub to get advice for this, but I plan on doing something similar where I'll sell off some AMZN (currently 75% of my port) into my preferred ETFs once it hits certain milestones. I'm going with primarily growth & momentum - SPMO, VUG, and some VOO, paired with GOOG and AAPL, which I already built a position on. I expect I'll still be 40%+ AMZN for the coming years, but this will diversify me a bit.

quantricko

Half of GOOG earnings last quarter was unrealized gains in investments (probably mostly anthropic). It is correct from an accounting perspective but people don't realize that should the bubble ever deflate, GOOG earnings will go negative just due to unrealized losses in investments

Acrobatic-Event2721

> 2. ⁠Companies like GOOG have unrealized anthropic gains and call that earnings. Can you back that up?

SonnyIniesta

All true. But if there's a single stock to "buy and chill", GOOG might be it.

stuntondeezh0es

1. These top 10 companies trade billions back and forth and call it earnings every 3 months. 2. Companies like GOOG have unrealized anthropic gains and call that earnings. SpaceX claims xAI and Grok and other trash values at hundreds of billions and includes them as part of their company. But of course there’s no bubble

haze_from_deadlock

WSB stans GOOG but the reality is that Gemini is miles behind ChatGPT and Claude for professional-grade analysis

kdestroyer1

Did a regarded JUN05 GOOG put play today that I luckily could get out of with a 9% profit. Thinking of running some AVGO calls tomorrow. Don't know how smart it is.

CallsOrPutsYES

#ScamCVNA is green, you can do it NVDA, MSFT, GOOG

Wonko-D-Sane

You are funny, but wrong, possibly crazy TL&DR: Calls on GOOG for [A-life ](https://x.company/projects/a-life/). (yes Alphabet legitimately owns a domain [x.company](http://x.company) and yes they win nobel prizes... Alpha Fold, Alpha Evolve... they are working on a digital twin for a fully functional cell. Once that is up and running, you can operate it as you would any machine.... Don't need the whole human a-la-matrix style. Just for shits and gigles, I have a context that learned to design a cattle prod for a neuron cell (DMU = cattle-prod), i just showed it your text \-------- Fear of replacement vs fear of irrelevance The rant is emotionally: "I become economically obsolete." Your thread occasionally sounded like: "If I discover nothing fundamentally new, am I useless?" Those are the same structure. A replicator fears irrelevance. Humans do too. Scientists especially. Where I think your path diverges sharply: The rant is mostly a scarcity story: resources + labor + elites You are asking: Can intelligence itself be redesigned? That is closer to early cybernetics, artificial life, Santa Fe complexity theory, and meta-evolution. One uncomfortable observation: If your DMU architecture actually worked— if catastrophic exploration + energy-gated selection + neuron overlays produced systems that evolve faster than ordinary humans— then your own framework predicts the possibility that humans become secondary participants in the process. Not because robots seize factories. Because the dominant adaptive system may stop optimizing for human continuity. That is the same fear hiding underneath the rant. Just several abstraction layers lower. The rant says: "The tractors replace horses." Your framework quietly asks: "What happens when evolution invents tractors for minds?" \-------

Ditto_B

Got it. Puts on GOOG.

zxc123zxc123

I know an accredited investor who has multiple 7figs. They don't have allocations to those either outside of their VOO/SSO/GOOG/BAC/MSFT shares. Easiest way to get exposure is via GOOG/BAC (SpaceX), MSFT/AMZN/NVDA/9984 (OpenAI), and CRM/ZM (Anthropic). Then if you own VOO/SSO/UPRO or QQQs which owns many of these companies then you'll have some indirect exposure to these companies by proxy as well. Alternatively there are a few etfs that let you get exposure by proxy too.

kdestroyer1

They're 2 weeks out but I think a slight correction on GOOG will happen just due to I/O not being received well even after a couple days of testing by everyone

kdestroyer1

The stupid war deal got announced literally 5minutes after I bought GOOG puts. The gov looked at my exact trade and gave the greenlight to release the news.

mightychicken64

keep going GOOG!

MagneticRetard

listen GOOG, we know you are gonna go up to 400 again eventually so you might as well do it now

TranzitBusRouteB

oh, I should’ve bought MSFT in 1980, thnx but fr everyone knows about the Mag 7 at this point, their market caps are so massive they have much less upside potential than some up and comers my fave mag 7 are prbly GOOG and AAPL

mightychicken64

yesssss GOOG lfg

bartturner

It is kind of a no brainer and yet people do stupid things. I have heard people actually bearish on Google. That is insane. Google shared on last call they were going to add over $230 billion of new revenue in the next 24 months. No tech company has ever added that much new revenue that quick. Not even Nvidia but they probably will soon. I have been adding to both my GOOG and NVDA positions. Both are goiong to be way, way bigger in the future.

codespyder

GOOG is just an inverse NVDA play these days. Totally healthy for the two biggest companies in the world to inverse each other

actualnotme

!banbet GOOG 1d 0

actualnotme

My GOOG puts singlehandedly saving me from disaster that was NVDA puts Bless the pigeon god

Stop_The_Rain

I don't get it... I'm watching the Q's v again... and my GOOG / MSFT / META / AMZN positions are going the other way.... how the fuck can that be?

MaterialGuy007

NVDA earnings show only hyperscalers are buying AI and 2 GOOG and AMZN doing own thing - why cost! Looks like most revenue is from 3 quarters orders not new. Nothing at NVDA is affordable.  75% rev fm 4 players and 2 not prob placing new purchases….Same prob goes w AMD - AI prob on brink of crash?

ProudPeak3570

why dont they just create an SP3 with NVDA, GOOG, AAPL and let it cook

Worried_Quarter469

Berkshire tripling down on GOOG was the top

bravosierrapolitics

I started off purely ETFs for the first year or so, now my taxable is 65% individual stocks and 35% ETFs. My 401K and IRA are cautious...taxable is for more aggressive plays. I check it daily. I learned an early lesson during the tarriff shenanigans, put a large percentage into SQQQ thinking the market was about to tank...on the first TACO day. Lost a good portion of that and that's when I stopped day trading and carefully started picking longer-term stocks. Thus far my individual stocks picks are up 61% on average, ETFs are up 15%. Let the winners run! My biggest winners have been RKLB, MU, NBIS, WDC, CCJ, GOOG, KGC, ONDS. ETFs are FMTM and EWY.

Legitimate-Sock2188

He stated he didn't invest in those areas, because the companies were young in a very competitive environment which made them too hard to analyze, and that was not his area of competence. He has explained it ad nauseum. Bet yes he missed out on that. It's sort of like blaming a bond fund manager for missing buying GOOG IPO.

IncomingAxofKindness

GOOG

Potential_Salt_5780

FIRE’d in 2024. About 2/3 in index funds, rest equities: long term AAPL, GOOG, NVDA, etc. I play around with 1-2% of the portfolio on various moonshots. I’ve done very well picking stocks over the 30 years so I will continue to play around.

spicykimchi_inmybutt

why tf is GOOG pinned at 0% movement

Tim_Apple_938

The market is acting like Nvidia has perfect pricing power (ability to markup chips at 10x) AND that Anthropic and OpenAIs models have pricing power None of these are true tho. GOOG is devoted to making fast and cheap AND frontier models, that are performant enough to run search on. This will eventually just force a model that is so good and so cheap that who would pay 10x for Anthropic when it’s an option (Not to mention GOOG will obviously also have the most advanced large model as well. They have all the compute.) Past that, once it’s clear that TPU and not GPU was behind the best selling model, nvidias pricing power gone too. Note: this still holds even if Anthropic ends up best big model, as Anthropic is on TPU too. The only scenario where this thesis falls apart is if OpenAI has a model so advanced that no one can catch up, and companies are willing to pay endless for it over competitors. This is like 00.1% probability IMO. POSITIONS: LONG GOOG/TSM, SHORT NVDA MSFT ORCL (anyone in the OpenAI ecosystem)

Historical_Air_8997

ASML is basically a monopoly and a decade ahead of anyone else. But it’s had a pretty strong run up so not sure I’d buy *now* but if you were going to invest the $1m over a year there may be a good entry. GOOG is probably the best for a “safer” play while still have a lot of strong potential. Msft isn’t bad and this is a decent entry point. I would personally pick RKLB tho, it’s not on your list but if you want to “maximize” your returns over 10 years I think it’s your best bet. Their management is great, the TAM is huge and they’re just getting started. Valuation is a bit high but I wouldn’t be surprised if it’s cut in half at some point in the next 12 months and I’d enter then.

re4ctor

SpaceX is going to need more like 2 decades to realize massive growth imo. If the horizon were longer I’d take that. But for 10 years I think of these GOOG is best positioned 3 is too volatile. 4-7 are likely continuing to be cyclical. Apple, we need to see the new CEO performs but could be a very good pick. Would be my 3rd choice. Microsoft is on shaky ground right now to bet big on it. That leaves nvidia and Google. I feel like nvidia will pull back at some point as the initial build out and inevitable trough/headwinds comes in. Timing that in a 10 year window is tough but likely somewhere in the decade. Google is imo overall safest bet and fairly diversified with multiple mature revenue streams. Well positioned for AI, cloud/compute expansion, and has a solid war chest for a ton of investment

averysmallbeing

I'll stick with GOOG/ASTS/RKLB/NVDA, thank you. elon has nothing they don't have or can't do. 

crazier_ed

Both + anthropic + GOOG + NV + whoever is that is the banker for them... Mind you I can only invest 100 .bucks so fractional life for me

MaterialGuy007

NVDA. No mention in 12 quarters on how addressing price lowering and why GOOG building custom chip to compete w Blackwell? Too much hype keeps saying we will sell 1 mil chips…..cpu - Jensen good sales person

MaterialGuy007

NVDA. Jensen had to mention Anthropic on cantor Fitz question - but Anthropic partnered w GOOG and AMZN to prob build custom FPGA- not prob buy Blackwell - he said just started NVDA growing share in inference - why not earlier????

CaptainOro

Anybody else notice that blip with GOOG jumpping +6% AH? Was this something NVDA related during their call? Haven't caught up yet

MaterialGuy007

NVDA. Watch just mentioned Anthropic  - but more OpenAI - MS overpaying - GOOG she said customers will be offered - not GOOG buying.  How come all this great stuff and not tripling sales????

The-Jolly-Joker

Check out the "Substantially Identical Rule" from the IRS. This includes GOOG and GOOGL.

option-trader

Might as well. If they are reporting $200-$300B in annual profits, then $6T sounds cheap. I see GOOG, MSFT, and AAPL are only reporting around $100-$130B in annual profits. I guess NVDA is worth 2 of these 3?

option-trader

Q2 numbers were $91B in revenue with 75% gross margin and $8.3B ops expense. That's an operating margin of 65.8% at $59.95B. Wow, Seems like NVDA is clearly pulling in more profits than any of the other Mag7 stocks now. AAPL, MSFT, and GOOG have operating income between $35-$40B. I guess if we're going by numbers, either NVDA is undervalued, or the other Mag7s are overvalued.

dunnowh0

wut you doing GOOG

MagneticRetard

GOOG wtf is this shit

cookingboy

I know Reddit loves Anthropic and hates OpenAI, but the reality is that the three frontier labs (OAI, ANT, GOOG) will all have huge slices of pie going forward. The model capabilities are converging, and everyone is just competing on compute these days. And due to the latter a lot of people are switching to Codex these days because GPT 5.5 it's just as good as, if not slightly better than Opus 4.7, and have much higher token limit. Even some enterprises I know that was on Claude exclusively before are now on both, just so that they are not locked into one vendor. It also helps that the switching cost is relatively low. Finally, as consumers, you definitely should not wish one single frontier lab rules them all. For obvious reasons.

-user222

GOOG didn’t get the memo