Reddit Posts
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?
NVDA looking at GOOGL after taking the #1
I followed unusual option flow signals for all of April. Here are the actual trades, wins and losses
Anchor bias is in full effect? coping sideliners are hating $GOOGL now that it is winning. Will they get the dip they desperately want?
Is Alphabet (GOOGL) the strongest company in the world?
Mentions
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
The Dow inclusion is mostly symbolic — it’s a price-weighted index so Alphabet’s high share price gives it outsized mechanical influence, but the real institutional money tracks S&P 500 and Nasdaq where GOOGL was already a top holding. The more interesting story is the AI pressure: they’ve raised $141 billion in debt and equity since October, skipped buybacks for the first time in nearly a decade, and reportedly don’t have enough compute to meet enterprise demand — so they’re buying from rivals including SpaceX. That’s a different story than the Dow headline. The question is whether this is a painful but necessary transition or the beginning of a structural loss of the search moat. I think transition, but the next two quarters will tell a lot.
Been tryna tell folks. GOOGL is the one true way 🤷
Good positions I feel, still lots of AMD, NVDA, RKLB, GOOGL, which have been doing well. It's specifically my Rule 7 breaker dropping 40% being the reason I'm down that much - it's too much of the portfolio probably, and I'm still confident long term, but it makes the books for the year look real bad.
Can $GOOGL keep running to $360+ this week? Have a few $360C expiring 7/1.
finally in on GOOGL. leaps and shares. what could go wrong
i just know someone dumped their GOOGL calls before close on Friday
come on GOOGL break that 350
GOOGL keeping my port up. A sentence I didn't expect to utter
The rotation into GOOGL was much needed, KEEP PUMPING
Finally gave up on GOOGL on Friday so of course it shreks now
Every time we open at 0.9-1.5% green, it shits itself immediately. My guess is GOOGL & MSFT will be red within the first 15 minutes. MU, fuck knows. Could go +10% or -10%. Will probably spend 4 weeks trading sideways to fuck our calls & puts.
I think your PT is too conservative tbh Keep in mind, GOOGL dropped 20% from Feb - March, only to rip 40% from April - May. I could see this going above $420 before earnings, and if earnings beat expectations and show sustained cloud growth we will see price exploration through year end.
GOOGL is going to have to pump a lot harder than that to just get break even to my calls
When does GOOGL decide to go up???? Fk this Bag7
Good time to yolo into some GOOGL?
Rotation to GOOGL and Tesla
What I would do, and plan to do, is invest in SK Hynix and remain invested in AMD; with AMD, I only have about 50 shares. Then periodically trim SK and AMD, and invest in GOOGL for the long term. In my opinion, GOOGL will be able to monetize its AI spending the fastest among all hyperscalers. I would not completely sell out of the GOOGL position, only a portion of it.
Last week I bought MSFT, MCD, META, NFLX, GOOGL, and CASY. All are discounts right now
I don’t ask for much but I need GOOGL at 360 by Friday
So your plan is to dump money printing machines, some at all time low valuations, to go chase a company that isn’t profitable and has already had a crazy run up? I own a bit of Nebius but I’m definitely not selling my GOOGL META MSFT and AMZN to add. I think those are steal deals and MUCH safer bets.
My humble opinion, everyone should be buying GOOGL, NVDA, AVGO, and ASML as much as possible right now.
No, they suck. GOOGL
You got ORCL, META, TSLA, GOOGL, AMZN all trying to sell computing power. Eventually, someone has to lose. Only companies at this point making money are peripherals.
Right? Like I bought into GOOGL the day of the split and I'm up 207%. I'll take that any day of the week.
A lot of QQQ is already deep in 🌈🐻 territory. ORCL is essentially back to April 8 levels. GOOGL is back to pre-earnings. META is at March 31 levels. We all know about MSFT. NVDA is down 18% from ATH. Not saying load up on 0DTE calls, but this isn't the worst entry to step in
At the beginning of 2025 that was definitely the narrative and GOOGL's stock absolutely lost value as a result of people questioning whether or not their search was now obsolete. Easily proven by looking at their stock chart and sentiment around that time.
What do we think will happen to GOOGL in the next couple of weeks? We bullish or bearish
GOOGL is alphabet class A stock with minor voting rights GOOG is alphabet class C stock Both GOOGL and GOOG are alphabet stock. The average person can treat them practically the same.
Realy? What Google are you buying? GOOG or GOOGL?
Thanks and that's fair. I flip the perspective and think of June as one of the best discount months. Every share of GOOGL bought right now offers a potential +20% gain when GOOGL inevitably retakes its all time high. There will be a lot of FOMO.
We tread water from here. The run has been incredible. Probably a little juice left to be squeezed but then what? Go up forever? No happening. Probably a good time to scale back and jump into META, MSFT, GOOGL, NFLX, etc
I need GOOGL to sign a peace deal with my portfolio
I want more $2m in Wendy’s posts. Not actual discussion. GOOGL to the moon for sure, but that’s a discussion for r/stocks
What’s going on with GOOGL man?
Odds that GOOGL will go back to 360s before earnings? Else I have to serve at Wendy’s.
Think I'll buy some more GOOGL to accelerate my losses
MSFT is gonna be just like GOOGL
GOOGL holders finding out the hard way that 'hold forever' has exceptions.
GOOGL is going to see 290s again
Slammed GOOGL calls at close. This is silly
There was an ungodly number of GOOGL calls being bought at close that garbage is going to be red as fuck Monday
That was just rude to do that to GOOGL, shameful
GOOGL, over a million shares dumped at @3:50pm, look at that cliff, yikes
What the hell is going on with GOOGL?!
GOOGL was just testing my faith there
GOOGL, QCOM dumping, AAPL and MSFT mooning. Someone with access to a Bloomberg terminal?
MSFT cured cancer and GOOGL discovered a new type
GOOGL straight to the abyss
Basically GOOGL and MSFT traded places.
What the fuck GOOGL
Can we kick GOOGL and NVDA out of the Mag7 already so they stop dragging it down?
Congrats GOOGL to be the only piece of shit to hold my port back today!
So you never held GOOGL puts the entire past month?
GOOGL can't make its damn mind
GOOGL stop giving me your toughest battles
Timed the GOOGL dip perfectly In terms of selling, not buying, naturally
Buying GOOGL here is like needing a shower so you let a hobo piss on you
GOOGL only up 10% ytd now time to buy 🤡🤡
Seconded, GOOGL is a steal rn
How would MSFT be any different. It's a bigger hyperscale than GOOGL is. The internet more or less runs more on Azure and AWS.
GOOGL did sum shiet, what was it
GOOGL back to green, actually couldn't write it
GOOGL is positive? Is this even legal nowadays?
GOOGL you have a lot of catching up to do with your peers.
I knew I should have bought GOOGL calls at 236 FUCK
GOOGL please get your shit together, 345 EOD please
I guess GOOGL didnt get the memo that mag7s are supposed to go up today. Even fucking TSLA is up.
Blame the GOOGL collapse on the TPU people it's always the fucking TPU yappers
Welp I'm officially no longer up double on my GOOGL position
GOOGL needs to release Gemini 4 or smthing or it'll never have a green day again
Bears might be in trouble The MAG7 are looking *decent* today; GOOGL is kinda meh but the weakest one of the last 3 weeks (MSFT) is improving
i'm pretty sure that holding GOOGL calls these past weeks requires more mental strenght than any medieval torture
I just rolled my GOOGL JUL17 400C into JUL10 295P (That's all they were worth). PoS stock
$GOOGL caught a bid and instantly puked 🤮
Is GOOGL the new MSFT? Aka losing every day?
someone please buy 400 billions of GOOGL pls
The smart money tanking META and GOOGL spend 10 hours a day on Youtube and Instagram
GOOGL earnings in 4 weeks. SpaceX just IPOed and, like last earnings, they are required to mark the asset to market. That's going to go up a lot. Also Alphabet owns a bunch of Fervo, and they just IPOed too.
GOOGL just a bleeding asshole at this point