Reddit Posts
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
Micron Price Target Analysis Part 2
My wife wants to divorce because I all in $GOOGL at ath
AMZN Extremely Undervalued
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
The AI trade is starting to look like a copper trade too
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
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 the market underpricing GOOGL search again? First it was ai will kill search and now it’s token costs will eat margins
New midweek expiration dates getting approved by regulators
Big stocks movements in the past month. 10% drop = 50% discounts on calls
AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud
OpenAI confidentially files IPO paperwork
Despite Friday's pullback, I'm still +65.8% YTD
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
Aggressive Roth IRA at 18 – What Would You Change?
The Most Profitable Company on Earth (GOOGL) Just Said It Doesn’t Have Enough Money. That Is the Bullish Part.
Comparing Cash Flow Valuations Across Leading Tech Giants
Unpopular opinion: Google is the easiest investment decision I've seen in years
Cathie Wood’s Ark Invest bought 268K shares of Google yesterday. Warren Buffett watching Berkshire buying $GOOGL at the same price as her
Increased AI bear sentiment and rotation into defensives is a contrarian bull signal, not confirmation of a top
Everyone around me is rotating out of AI into dividend stocks. That means we haven't even started.
For those who keep asking for a “one buy and hold for the next 10 years” the opportunity is here: it’s GOOGL.
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
GOOGL just announced 80bn equity capital expansion
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.
Really Really Stupid idea for my portfolio.
SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Tuesday's 5/26 GEX levels before the open — last week 8/11 held at king
MRVL at 50x forward P/E, custom silicon + optical interconnects — can this really be the next AI chip winner?
Would you for $10 million worth of GOOGL?
Google’s latest creation. Gemini 3.5 Flash. Calls!
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
GOOGL is looking real Smug for a company who was almost destroyed 1 year ago
Google is looking real Smug for a company who was almost destroyed 1 year ago.
GOOGL barely moving after I/O says investors want proof, not demos
big tech's $350B AI capex is returning about 18 cents on the dollar
Why is AppLovin Not Talked About More?
Google I/O was a product flex, but the stock barely moved. What is the market missing?
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Top stocks hitting 52-Week Highs/Lows - May 18, 2026 📈 📉
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
Berkshire just tripled its GOOGL stake and bought Delta again
Buffett just tripled Berkshire’s GOOGL stake and bought Delta again what’s the read?
Samsung Elec, South Korea union to resume pay talks on Monday, union says
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
AMD GOOGL INTC MU stocks, QQQ ETF
The Q1 earnings from GOOGL and AMZN were more than half unrealized (estimated) gains from their stakes in Anthropic
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Anthropic’s $200B Google deal: $GOOGL risk or bull case?
Why do we chase 10x underdogs instead of proven winners for 1x or 2x upside? $GOOGL, $AMZN, $NVDA
Anchoring Bias. Why is it so hard to buy GOOGL & AMZN at all time highs? Why do we chase 10x underdogs over proven winners with 1x upside?
Mentions
Man AVGO, GOOGL, and NVDA dips have saved my summer ☀️. MVPs 💪
GOOGL woke up and decided to close green today.
I believe that AI will eventually be accretive to META for example, so I have a small position. MSFT hasn’t been this cheap in years. For better reasons this time, but they are likely to pull through. A simple retating could put them at 30 PE and 50% gains from here. AMZN I purchased some last week. Robotics and AI are definitely accretive to them. GOOGL is fairly valued atm but I kick myself for planning my rebalance of PLTR last summer with the idea of buying GOOGL. Purchased the MAG etf instead and underperformed. That’s the game. Plenty of money to be made in blue chips.
Did GOOGL forget to take the blue pill? How is it down 1.5% still
It's irrelevant if you're late but do it better. GOOGL wasn't the first and is easily winning the AI race.
But that AI search cost GOOGL money, way more than the old search types, and people click on Ad links less often.
But thats only $1B. Meanwhile GOOGL is paying AAPL $20B - $30B just to be default.
GOOGL is the worst bag 7 today, makes me a sad Panda
can someone tell me why GOOGL/GOOG is going downhill? Institutions gearing up for SK Hynix? who has the crystal ball
bag holding GOOGL all the way to earnings and then the bag will actually bottom out. WTF has happened to this stock?!
I have 110k in META, 20k in NVDA 10k in AMZN and 20k in GOOGL am I cooked
GOOGL is going to be the death of my port. Never would of guessed. My own damn fault.
GOOGL is the only piece of fucking shit refusing to recover.
Quick scalps on MSFT and AMZN, made some decent change today. GOOGL fucking my ass.
GOOGL earnings is going to blow up
I went it way too heavy in GOOGL and really fucked myself here. Ahhh well, shit dont expire for 5 months.
Come on GOOGL..if you get back to yesterday close, I will never talk shit again.
Surprisingly, Its not MSFT fucking it. Its GOOGL.
Here is an idea GOOGL...how about you NOT go down.
I pray that GOOGL finished diluting and it goes back to ATH now.
I could of closed GOOGL for break even at yesterday close, but my greedy retarded ass said nahhh lets see how this goes. Down thousands again.
$GOOGL earnings buying spot?
why is GOOGL freefalling man
Even META is recovering faster than GOOGL. Embarassing.
Eh GOOGL...read the fucking room. Rest of your bag 7s brothers are trickling up. Do the fucking same.
Oh GOOGL you limp dick bitch.
GOOGL lives in the upside down. Market inverser super gay energy.
Yes yes, very good, very good. But can GOOGL stop going down please
AMZN, GOOGL, and MSFT holding SPY hostage right now
I would check out Berkshire Hathaway's holdings. They are always solid. **Top 9 holdings by portfolio weight:** |Ticker|Holding|% of Portfolio|Value| |:-|:-|:-|:-| |AAPL|Apple|21.99%|$57.8B| |AXP|American Express|17.43%|$45.9B| |KO|Coca-Cola|11.56%|$30.4B| |BAC|Bank of America|9.52%|$25.0B| |CVX|Chevron|6.64%|$17.5B| |OXY|Occidental Petroleum|6.55%|$17.2B| |GOOGL|Alphabet Class A|5.93%|$15.6B| |CB|Chubb|4.24%|$11.2B| |MCO|Moody's|4.09%|$10.8B| ||
Im thinking other tech stocks will probably get their turn tomorrow. MU, AMD, GOOGL, etc were pretty choppy today. But we'll see. What's your positions on ur calls?
I got GOOGL 7/31 calls are they cooked?
Well... Depression because JPM and GOOGL got hammered today
GOOGL with the slow bleed out
I have more confidence in GOOGL than MSFT at this point
Fuck picked a bad day to reopen GOOGL position. FUCK
GOOGL bagholder checking in i love losing everyday make me feel all warm and cosy 🥰
30 DTE GOOGL calls checking in, completely fucked already 🫡 should have stuck to 0DTE, at least it's all wrapped up and done before the end of the trading day.
Oh come the fuck on GOOGL
GOOGL feels like a chill paradise compared to the BPD dumpster fire MU/SNDK charts, I might grow to enjoy it
does GOOGL/GOOG usually run up before earnings?
Was watching GOOG price not GOOGL I feel better now #1 trader
Oh fuck GOOGL just turned red. PANIC! 😱
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $406.53 (above) | $369.58 | +10.0% | Jul 28, 5:38 PM |
!Banbet GOOGL +10% 3w
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
Bought GOOGL calls, sorry everyone
GOOGL and KVYO keeping me afloat
port only AMZN GOOGL and META im eating too good on these red days
Yeah they're repositioning for Mag 7 earnings, GOOGL run up already began last week
I bought April dated 500C in late October or early Nov last year. MSFT just shat itself after earnings😆 my account still has a giant fucken hole in it. Then GOOGL & SaaS did the same thing in Q2..
The top 10 list is kind of a red herring. It tells you WHAT they own, not HOW MUCH. The top 10 is like 35-40% of the S&P by weight, so if the fund holds the same names but underweights them even a little, that gap adds up fast; especially this year where Alphabet alone has driven something like 20%+ of the index's entire YTD gain. Underweight GOOGL and NVDA by a couple points each and you're already way behind. The other thing is the rally has been super narrow and tech has crazy dispersion right now, a bunch of the best performers this year are tech, but so are a bunch of the worst. Active growth funds are making concentrated bets on specific names beyond the top 10, and if a few of those landed in the losing pile, there go several more points. And don't forget PRWAX is all-cap, so it's holding mid/small caps the S&P doesn't even have. TRBCX only holds ~75 stocks with weights that look nothing like the index below the top handful. Tack on ~0.7% in fees and a 10 point gap in a market this top-heavy is honestly exactly what you'd expect. Flip side is these same funds crushed the index in years when loading up extra on mega-cap growth was the winning move. That's the deal with active funds; you're paying them to be different from the index, and different cuts both ways.
when is GOOGL gonna start rippin again to ATH, earnings are soon. Shoulda just bought AAPL
Samsung is down -7% last time I checked, but I'm holding my $EWY and $VXUS positions with Samsung as a major holding in both w/o no plans of selling either. Sure, the AI bubble could pop at any time; but I'm not gonna believe it until $MSFT, $AMZN, $GOOGL, etc announce cuts to their AI cap ex spending. I've mentioned before that the Nikkei 225 surpassed the market cap of the entire S&P 500 in the late 1980's before the Japan bubble popped. I don't know why people can't handle the KOSPI percentage increase over the last 2 years. Samsung & SK Hynix revenue numbers & growth are there. If I compare $EWY vs $QQQ over the past 5 years, their gains are both almost identical. I would say the Nasdaq looks more like the bubble to me if I had to choose 1 over the other.
> Nvidia is also providing a buyback guarantee on unsold capacity, so if these partners can't fill their datacenters, Nvidia eats the utilization risk. There is currently not enough AI GPU compute capacity online. Your MSFT and GOOGL are buying capacity from neo clouds because they do not have enough. Think about that, the core of the hyperscaler model is large scale buildout efficiencies and generating high margin on that. Now you're the one willing to pay another compnay their margin to access their compute. You wouldn't do that to lose money. They can't even wait for their own datacenter expansions to online; they need/want it now. Your smaller neo clouds NBIS CRWV IREN have done capital raise purely for capex and to build a bigger footprint. This isn't a build it and they will/might come scenario - they're already here and looking for more. Even more well financed META and SPCX saw opportunity to effectively operate as neo clouds.
Thank you GOOGL... looks at my ASTS bags <Insert Pedro Pascal laughing then crying GIF>
Your question is about finding stocks to invest in with a lot of volatility for a duration of 2-3 years. My read into that is you are looking for risk stocks to make larger gains; i.e., the higher the risk the higher the potential gains. Technology stock are where I see the volatility, risks, and larger gains; Especially ones focused on AI (but majority of them are anyway). I would start with what is called the original MAG 7 which are: * **Nvidia** (NVDA) * **Alphabet** (GOOGL / GOOG) * **Apple** (AAPL) * **Microsoft** (MSFT) * **Amazon** (AMZN) * **Tesla** (TSLA) * **Meta Platforms** (META) For the year, they are actually not doing that good compared to other tech stocks. However, for 2-3 year span, they have a lot of growth left including NVDA, GOOG, MSFT, and AMZN. Same with the others but right now they appear less of a definite compared to the 4 I named. But the key is to research them, read articles on them, go to their website and learn about their products, their industry they are in, etc. The more you learn about them the more you learn of other stocks in the tech section because they will be mentioned in articles with the others. Put those symbols in Yahoo Finance and start reading articles that come up and you'll start seeing other companies and if interested, look into them. They key is "learn" about the companies and combine that with your charting and choose stocks that way. You can listen to people recommend this stock and that stock but in the end you should invest in stocks you are familiar with - you do not need to be an expert in the company but at minimum understand what they do, the industry they server, who their competitors are and how they compare to them, their financials, etc. Combining that with your charting, you'll find good stocks on upward trends and will do good with stocks for 2-3 years out.
There's enough cope to last a week if Samsung knocks it out the park tomorrow with triple digit revenue growth, followed by STX on the 16th. The next major Mag 7(excluding TSLA as usual) is GOOGL followed by MSFT, those 2 are the most desperate when it comes to ensuring the mania doesn't stop. The only 2 that tech bols have to really worry about would be META and AMZN, Cuckerberg and Jassy are fucking retards who don't know how to properly explain capex without sounding like they're burning money for nothing.
'Jan27 500c is a fine trade if your thesis is ‘GOOGL $500 next year.’ Mine is ‘GOOGL $400 by August.’ Different clocks, different tools.' this is the most ai sentence i have ever read
I have 350 GOOGL shares at $160 Average. I just sell covered calls monthly. How else can i make max profit
hey moron, the ones bring down Nasdaq 100 are the ones in RED. GOOGL, MSFT, AAPL, SPCX.
i need a fat GOOGL pump so i can dump these bags 🙏
Fair question. But, You’re comparing expiry payoff curves. I’m not holding to expiry — this is a path trade with a clock on it. Thesis: coil breaks the 368-372 shelf, tags $400 before the July 29 print. On that move, the 8/21 400c multiplies — near-dated, near-the-money, gamma does the work. The Jan27 500c is a low-delta strike that stays low-delta through the whole move: same premium, but most of it is buying 7 months of time value instead of leverage to the next 30 points. On my scenario the 8/21s pay several-x; the Jan27s maybe +40%. ‘Less downside’ is real, but it’s insurance against a scenario I exit anyway — majority comes off into the run at a pre-set level, runners ride earnings on house money. The risk management is in the exit structure, not the expiry date. And you answered your own question with the spread — a wide market in an illiquid strike is exactly where you don’t want to unwind size into a fast tape. Jan27 500c is a fine trade if your thesis is ‘GOOGL $500 next year.’ Mine is ‘GOOGL $400 by August.’ Different clocks, different tools.
First of all, I’m highly dubious of how you cut that quote. Second, all the public quantum computing companies are complete scams right now’s. So his commentary likely reflective of that. The only quantum bet right now is GOOG/GOOGL.
Currently: HOOD COIN NVDA Past 2 years: META AMD GOOGL AMZN MSFT APPL NVDA 🐐
GOOGL NVDA AMZN Close fourth is RKLB
1. Cash 2. VRWA 3. GOOGL (LEAPS) Yes, I love warren buffet, also I trade SPX 0DTEs sometimes so that's why I'm mostly cash
NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.
GOOGL RR ASTS / NOK (both even) Kioxia was my biggest but trimmed as it ran up way too fast so I could feel a correction was coming. Recently dumped my BB for NOK earnings play, will hopefully not tank & I'll rotate profits into building more Kioxia / ASTS
Top 3 in terms of % of my port at their current valuations looks something like this: 1. 43% ASML 2. 29% NBIS ... 3. A whole bunch of smaller positions including GOOGL, NVDA, KEEL, a real estate fund and some biotechs.
RKLB GOOGL MRNA None of these started in my top 3.
GOOGL will have the biggest cumpute in the world, you can only stand back in awe at the magnificence.
GOOGL is the best play here. They're a strong company that will just bounce.
thinking of getting GOOGL calls 3 weeks out.. think it might run up like AAPL
Oh that is dissapointing GOOGL
SPY is going to be green, GOOGL, AAPL, and META all giant green dildos
Someone stop me from full porting GOOGL leaps
Why do you see this being bigger benefit for AMZN GOOGL when same offering is also available at MSFT? AMZN ARR for AI services was reported at $15b last quarter. And for MSFT that figure was $37b. Expect both to surge later this month on next earnings with only 3 months time passing. Anthropic ARR was $9b in 2025 and they came out of nowhere months later with $47b. You can read the narrative, or you can read the numbers. In next few years those hyperscaler ARR will hit 12 digit.
The thing I’d separate is ‘AI demand is real’ from ‘every dollar of capex earns a good return.’ Both can be true, which is the annoying bit. For MSFT/GOOGL/META I’d watch capex as a share of revenue and free cash flow after capex, but also whether AI actually shows up in retention or pricing — not just conference-call confetti. If revenue acceleration stays modest while depreciation starts marching through the P&L, the market may suddenly rediscover math. Rude, but it happens.
No but I'm 10% RKLB, and AMD, NVDA, GOOGL were all up as well.
I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."
I would still call .75 delta on a Long Call far OTM. I looked it up for GOOGL and it puts you $50 below current share price.
AVGO, AMAT, GE, GOOGL, SPCX and LIN are a few of my favorite names.
ELI5 version: SPY and VOO and other funds are supposed to track their indexes in the short term (and long term) but need to be rebalanced, which means the size of each company inside the fund needs to be slightly increased or slightly reduced. For most, that happens daily. But during the day, people are free to buy or sell them at whatever price market makers are setting between (and based on) the bid and ask price. Any time something is freely traded, the price will move up or down with supply and demand. (ex: GOOG vs GOOGL are functionally the same, but often have different prices because no market is perfectly efficient) When they are rebalanced, however, the price may change a bit to reflect the actual prices of the individual companies inside. Also, some funds don't try to EXACTLY follow their index—they are designed to approximate the underlying asset (thing of value).
They’re cheaper than the majority of the mag7 by forward PE (and PE excluding the ridiculous investment “gains” from GOOGL/AMZN). This doesn’t even consider price to FCF yield, which it’s clearly the cheapest in that regard.
Screw GOOGL. I need GOOG to hit 400 soon
Hoping that GOOGL moves up a few dollars
Essentially 13% GOOGL, 6% Cyber ETF, 6% AAPL