GOOGL

Starza

People should ask this more often to be honest. I remember like 2010-2016, ethical investing was more in vogue. Now no one seems to really care…but it’s why I avoid index funds personally. I don’t want anything to do with a lot of these companies, even if I end up with less returns. But even this way, it’s really hard to avoid unethical companies. Like I thought GOOGL had more morality, but they have been losing that more and more over the years. Still, I feel good about avoiding other evils, like palantir, defense, tesla, big oil, Amazon, meta. People like to avoid the question entirely by saying all these corps are evil to some degree, but it is a matter of degree, and some are definitely more evil than others.

NoPain4551

Welp…guess I should sell my GOOGL

Bigmansam666

No that was GOOGL

RoyalFail6

GOOGL is the best stock to own - good to be reminded every so often 🤣

Substantial_Grape_16

If Berkshire are happy to own GOOGL at $350, then I'm still happy to own it at $320.

softboiledjadepotato

A big part is GOOGL and now META's announcement to raise capital through adding more shares.. market expecting a wave of offerings to pay for ai build out

SummertimeInParis

Bought more GOOGL. My favorite in the blue chip bunch.

PooPooPointBoiz

Come fucking on dudes. AMZN fucking fell more today than goddamn fucking MSFT. Yet, when I was in MSFT, that shit would go red literally every fucking day, while QQQ, AMZN, and GOOGL would rip 1-4% every single fucking day.

midwestck

GOOGL is Chad

PooPooPointBoiz

Fucking paywall. Someone tell me why GOOGL is buying computing power from SpaceX? They sell computing power with their google cloud shit don't they?

Thin_Cat8817

if you arent buying GOOGL calls right now, you hate money

shasta747

GOOGL holds a significant ownership stake in SpaceX, so not quite regarded move.

ModsBob4Knobs

How the fuck is GOOGL only down 1.5%??

IronicallyCanadian

All things considered, GOOGL is actually doing not terrible today. It's the only thing keeping me afloat at all

No-Bluebird-7326

my boy GOOGL holding like an anchor

Maximum-Side-9391

GOOGL chart today is definition of trading sideways

Keiigo

GOOGL still holding strong through this dump

AlmostAsianJim

Surprised how well $GOOGL is holding.

OhhPeeee

GOOGL being a pain in my arse.

No-Bluebird-7326

holy GOOGL recovery

TickTockTaudit

GOOGL is leading the way

Moreburrtitos22

GOOGL last discounts for the weekend

Saffuran

So that is why people should be checking to see if their 401k has NASDAQ allocations for the direct exposure. However, like I said - even if you only own SPY that means you own GOOGL, AAPL, NVDA, MSFT e.t.c. all positions that will likely take hits from the SPCX launch because all of the Q Funds selling will still impact the prices of businesses in the S&P funds.

GooglySoft

wtf down again GOOGL?!

Saffuran

It absolutely will affect your 401k. 401Ks hold funds and stocks - QQQ and similar NASDAQ funds don't magically get more money to allocate a position for SPCX, they will have to trim/sell positions in GOOGL, NVDA, AAPL, MSFT e.t.c. to make way for SpaceX. So you will end up owning some SpaceX exposure, regardless, once those funds are obligated to begin buying shares. Then if SPCX starts bleeding out as its early holders sell down, your retirement directly becomes part of their exit liquidity.

alreadysharpened

IBM and GOOGL are better

alreadysharpened

IBM and GOOGL are the two best

alreadysharpened

IBM and GOOGL are the only two worth investing in

TraviiC

Hopefully beat off to my GOOGL calls at open

Blueskys365

Just buy IBM - GOOGL and now QNT

CPR123_

Rate my port: HOOD 10% NVDA 30% GOOGL 60% 1.5x leveraged

No-Bluebird-7326

my god GOOGL you are BEAUTIFUL

Mitraileuse

GOOGL should spend as much as possible to starve out the competition.

onerandomcomputerguy

Nuhh-vidia + GOOGL = goated

SpruceJuice5

Who bought calls on GOOGL? Because nice one

moorhound

If you listened to me on GOOGL Jun 26 400cs yesterday, you're already up 50%. Small step on the way to 7x

mtnrnnr802

What’s funny is that I was in here talking about how I was waiting for GOOGL to hit the mid 350s, then I’d take up a sizable position. Well, my dumbass forgot to buy. Cool.

LOVER44OFLGBTLOVE194

This is a very surface-level thesis. “Google owns X, Y, Z” doesn’t automatically mean the stock is a 10x buy. Minority stakes in SpaceX/Anthropic don’t necessarily move Alphabet’s earnings meaningfully, and Waymo/DeepMind still need to translate into real profit at scale. The main business is still search ads, YouTube, cloud, and AI capex. The real question is whether those can keep growing enough to justify the valuation, especially with AI changing search and regulators constantly targeting Google. GOOGL may be a good long-term hold, but calling it the “holy grail” just because it touches every hot tech theme is oversimplifying it. Great company doesn’t always equal great stock at any price

Zealousideal_Look275

If GOOGL is an ETF then what’s BRK? 

Sufficient_Habit5091

Yes it won't grow as fast, I think we pretty much agree. Just pointing out that profits don't matter anymore in this environment. If OpenAI can IPO, get more debt, keep raising money from capital markets it can spend indefinitely. Even GOOGL, a once monster money cow is cash flow negative.

dansdansy

Does GOOGL count as an etf?

E39_CBX

GOOGL please

b_fellow

I love meme stocks.... like GOOGL going parabolic

Burtonwurton

Okay GOOGL..I see you.

E39_CBX

Bought the GOOGL dip lord help me

AlmostAsianJim

When in doubt, just buy $GOOGL. You get infrastructure, distribution, data, AI, Waymo, Anthropic, SpaceX, and everything else that matters. They are involved in everything. Also in the event the AI bubble bursts, they switch back to being a cash flow machine.

Candid_Payment_4094

Oof that was scary. But GOOGL saved the day

Bubbly-Bid6049

I agree, MSFT and GOOGL are my long holds

CramerWasRight

Very true. When a company stops taking chances is when you know they’re going to be relegated to the dust bins of history. We’ve seen it happen many times. As a shareholder I want to see GOOGL taking chances like this.

Mammoth_Bank_7886

Should have said GAFAM, but even Meta is slightly red now. Still, MSFT, GOOGL, AAPL and MSFT being green is quite the signal.

minin71

Yes you and all of reddit are bullish on $GOOGL

SangerGRBY

I thought of this when NVDA, APPL, GOOGL was a 500B company. I think its a natural progression, mega caps used to be worth 10 billion, then 100 billion, 500 billion, then 1 trillion. The new norm is going to be multi trillion dollar companies.

pramttl

I am too surprised why Amazon isn't getting as much attention as GOOGL. Reddit seems to be largely ignoring it so far. \- Amazon is the largest public shareholder of Anthropic > even GOOGL. \- Amazon Web Services is the largest data center operator in the world (which gives them a competitive edge in the AI data center race) \- A fact largely ignored by most people is that Amazon also runs a high growth semiconductor business like Nvidia, designing in-demand AI ASICs, for training and inference. Anthropic procured 1M Amazon Trainium2 chips and actively uses it for their model training and increasingly using Inferentia chips for inference and customers using it indirectly in their independent AWS Bedrock deploys of Anthropic's models for inference.

MaxDragonMan

Looking over the entire portfolio for the first time in probably a month or two, as I've been quite busy. Sharing here in case anyone has particularly strong feelings on any holdings of mine lol. (And I find writing it out helps me gain some perspective and work through my thoughts.) * AMD: absolute tear this year. +149% YTD. +349% 1Y. Fantastic. * ATRL: hit $100 since then has kinda dropped and plateaued. -9% YTD, -12% 1Y. * BN: -3% YTD, +15.4% 1Y. Long-term hold anyway. * GOOGL: +15% YTD, +114% 1Y. And to think people were dogging on it. (-7% this week.) * MSFT: -12% YTD, -8% 1Y. That sucks. I think this is MSFT's "Google moment." It'll turn. * NGEN: -66% YTD. -20% 1Y. I made a previous comment about this one on this thread. * NVDA: +15% YTD, +52% 1Y. Honestly Nvidia is just unstoppable. Seriously what the fuck. * RDDT: -27% YTD, +41% 1Y. I... Genuinely don't know what to think about Reddit at this point. * He says, on Reddit. * RKLB: +65% YTD, +330% 1Y. Darling oh darling. If only I had bought more than 75 shares. * RKLB has become my second or third best buy of all time. Writing it out like this makes me feel better. The portfolio is down for the year but that's because the NGEN took such a massive hit. MSFT is fairly minor, as is BN and RDDT at this point. RKLB continues to grow, NVDA/GOOGL/AMD dominate the portfolio at this point. Maybe I should just sell all the underperformers and toss them into the index for the time being.

an916

I was a big fan of GOOGL until they diluted their stock. They have 3x the CapEx next year, so they will almost certainly dilute it again.

jason8585

What's your GOOGL entry price?

Ok_Cry7572

AVGO is down over 8% after management kept its AI targets at 10GW in 2027 and $100B+ long term instead of raising guidance like prior quarters. The pressure is also margin-related with GOOGL TPU growth carrying lower gross margins than networking and software.

nohandsfootball

that's my GOOGL position thank you very much

booobReviewer

The Berkshire investment at ~$350 is a good signal — they did serious fundamental work before putting $10B in. If you trust their analysis, that's a reasonable floor. Main concern with GOOGL is the capex ramp: $80B in AI spending is huge and the payoff timeline is uncertain. But Google has the ad cash flow to fund it without destroying the balance sheet, and they're not the ones burning cash on LLM training with no revenue model — they have cloud, YouTube, and search monetizing AI features today. At $350-360, forward PE is around 20-21x, which is cheap for a company growing double digits with a moat in search, cloud, and YouTube. I'd buy in tranches.

solidsneeze

I saw GOOGL in the median panhandling for ai money today

helpifell

2 cents from an investor with just enough wits to trust what everyone else says is a no brainer: I started seriously buying individual stocks last year and I’m up like 20-100% on the tech stocks I own (NVDIA, GOOGL, AMZN, VOO) All those stocks were basically all time highs or dipped from all time highs when I bought. I’m too scared to keep investing at the new all time highs. Sentiment says all these stocks are still a no brainer but it feels like slightly less of a no brainer now with the negative AI news coming out. TLDR: not enough money invested to get rich. But I did make money and yeah any moron could have done it.

BeyondtheWrap

But Google has multiple stocks. Why GOOGL over GOOG?

jason8585

Should i buy 400k of GOOGL if it drops below 350?

Hungry-Kick1389

Can’t wait for GOOGL to drop more on this news

greenpride32

I don't know what it means to "belong here". But I own AVGO MSFT AMZN GOOGL NVDA LRCX NFLX MA V all for 8-13+ years. Even LRCX which is not such a known ticker has more profit than TSLA.

Top-Meaning2626

!banbet GOOGL 650 200d

AdInformal2790

!banbet GOOGL 420 55d

Candid_Payment_4094

Are my MU, NOK, GOOGL and of course AVGO holdings safe tomorrow? Asking for a friend

pirozhki22

Great points. I fully agree. GOOGL is probably as safe as it gets in a market like this. Just personally concerned about what I feel is excessive exuberance in the market right now. I cannot understand TSLA's valuation.

CanadianTrader51

If you don’t care about voting (likely irrelevant given insider control) why not GOOG? Slight discount to GOOGL.

stumblios

I did that comparison because your comment used the entire NASDAQ for your reference points. That is a fair point that comparing one of the biggest most established companies to an index which includes many smaller up and comers is not a perfect comparison. However, looking at TXN, MSFT, DELL, and ORCL individually from 2000 - The first 3 had ~80 trailing PE, and ORCL had nearly 150. GOOGL's ~30 is certainly factoring in growth, but still not to the extremes of the dot-com bubble. I'd fully expect GOOGL to crash during a market/AI crash. Like you said a lot of their revenue comes from tech companies and that will hurt them if a lot of tech companies reduce spending or go out of business, but I still think they are in a much stronger position currently and would rebound much faster than 2000 tech companies. Certainly now that QE is ingrained in the world economy.

coloredzebra

Damn, it seems today was not a BTD type of day, took a haircut on GOOGL -1.6k today 😭

pirozhki22

I am not sure Google vs NASDAQ average is the best comparison though. There were similarly healthy companies in 2000, who were pulled down when the market crashed. The "healthiest" companies by PE ratio in 2000 were companies like Microsoft, Dell, Oracle and Texas Instruments. While they mostly eventually recovered, they took 1-2 decades to regain their 2000 peaks. I do think there is a significant amount of exuberance in the market today, similar to 2000. While GOOGL is healthy, you have other stock market darlings that are running at ridiculous multi-hundred PE ratios, like TSLA Tldr: While Google may individually be healthy, don't underestimate the impact market sentiments can have on its stock. Don't forget that a significant part of Google's profits are from selling to other tech companies (e.g. Cloud, Services). If those companies collapse or significantly reduce spending, Google's profits can also drop significantly.

AlmostAsianJim

Loaded up on $GOOGL today. Can’t imagine it won’t run a little with the SpaceX and Anthropic IPOs.

PanicBoners

Owning this stock is enough diversification for me. Industry leaders in multiple sectors and a big player in the AI race. Common strategy for many investors is VOO and chill, Id rather GOOGL and chill

No-Bluebird-7326

GOOGL just hold that 360 and call it a day

Beneficial-Ferret479

Buffet's 10 $billion investment is a huge vote confidence in GOOGL.

flying_postman

>We bought with one and only intention which is when SpaceX’s IPO happens confusion between SPCX/SPCE will increase SPCE’s value. I assumed that was the narrative all along, but stranger things have happened like the whole ZM/ZOOM confusion some years ago. With all the trading expected to take place on 6/12 there's still the possibility **some** may mistake SPCX/SPCE thinking it's related like $GOOG/$GOOGL.

givemeyourhigherlove

Can anyone educate me on why GOOGL over GOOG?

nanobot_1000

VOO is 6.5% google and SMH doesn't hold it, and not sure of your existing allocation but IMO no. After taxes, google would need to outperform SMH by at least 25% (assuming long-term capital gains tax of 20% on SMH) before you were back to even. SMH is +156% YoY whereas GOOGL is +116%

Remote-Book-8616

Hard to argue with this, honestly. People are out here chasing meme stocks when GOOGL quietly owns a piece of literally every major tech narrative — AI, satellites, autonomous vehicles, semiconductors, space. The Anthropic 15% stake alone is underappreciated. Waymo is probably a trillion-dollar company by itself eventually. And Gemini powering Siri is a distribution deal that most people slept on completely. Down 15% from highs on a company with this portfolio is just a gift. Sometimes the boring answer is the right answer.

deprecated__

Ok so how long have you been holding GOOGL?

FoggyFoggyFoggy

No. GOOGL just gets you miniscule voting rights.

Prudent-Corgi3793

I’m a GOOGL bull and it may be one of their best marginal ways to fund the necessary capex, justified in the long run, but stocks going down in response to unanticipated dilution is perfectly rational

boilerdam

I’ve always asked whether I should get GOOG or GOOGL… so far, I willy nilly buy one of them, whatever I feel like at the time of the trade, I don’t really care about voting rights. But I do have more GOOG than GOOGL.

wousbad

This post convinced me. I'm full porting to GOOGL. See you at McDondals guys.

Ozqi

Shoutout to GOOGL for tipping the needle.

CLYDEFR000G

Look at the 1 year chart for GOOGL, then go look at the 1 year chart for MSFT. Both are solid businesses that generate insane cash flow, no denying that. Both have hands in AI and are very diversified businesses for the future. We can’t time the market crash but if a crash were to occur next month, who looks to be sitting up on a cliff waiting to nose dive off? The name of the game is don’t be a bag holder.

YourChildhood5762

But if I buy GOOGL then I can't send a virtuous signal that I don't support evil billionaires! And since I'll be making money hand over fist, then I can't complain how prior generations are keeping me down! /s

moorhound

GOOGL Jun 26 400cs are looking cheap rn. Iykyk

Eliav_1991

the dilution answer for GOOGL is already in the filings. alphabet announced an $80 billion equity raise on june 1, then upsized and priced it at $84.75 billion two days later, with berkshire hathaway taking $10 billion via private placement. shareholders are absorbing that now, before any AI revenue shows up. wiseek surfaced the filing sequence as it dropped.

TickTockTaudit

If GOOGL starts going back up, watch out for rugs EVERYWHERE else

No-Bluebird-7326

oh GOOGL u were doing so good...

degenforlife69

Got scammed by GOOGL

XXXClemtacion

Since you’re new to the market, I’d also recommend what another commenter said and open a Roth IRA. Every major broker has one from Robinhood to Schwab. You won’t pay taxes on anything unless you withdraw money from it and you can contribute 7.5k/yr. Keep it safe and do a split of SPY/VTI/VOO and maybe ~10% in high growth sectors like Space, AI, and other Tech stocks. Almost everything has an ETF associated with it, but with a small percentage of the account, I’d say pick individual names with that allocation of funds. As you learn more about the market, I feel you can be a bit more aggressive and park money in individual names like META, MRVL, GOOGL, etc. also as you become more interested, I’d say you’d also be safe to invest in names you use everyday or companies you truly believe in. A huge tip I learned early on is “time in the market beats timing the market.” Just stay informed on what you’re investing in, make your contributions, and don’t let red days scare you (those are the best days to buy). Good luck!

Internal_Mortgage863

GOOGL has strong assets, but calling it the only MAG7 worth owning feels like a stretch. A lot has to go right for a $10T outcome, and markets rarely reward certainty for long.

chaoticmosaic

GOOGL or MU calls?

No-Bluebird-7326

GOOGL is horny ladies

onerandomcomputerguy

"GOOGL is at 358 and you're laughing?"

TraviiC

Day 3 of fuck you GOOGL