Reddit Posts
The selloff was an overreaction
"$GOOGL has approximately $78.6 billion invested across 29 positions, with a staggering 94.87% of that portfolio allocated to $SPCX. "
Is this actually an AI bubble burst, or just macro repricing?
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Tax-loss harvest without losing exposure
I'm not sure Google cutting AI spendings would make the stock a better buy
I get the AI selloff but what I don't get is what do investors want Google to do
RDDT The threats are real, but what does a good future look like?
RDDT The threats are real, but what does a good future look like?
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
Reddit stock- the market is pricing in something that may not even happen
Anthropic is eyeing a $1.5T IPO while all of Google sits at ~$3.5T. The market’s math makes zero sense.
Opened a $350k Position in Alphabet (GOOGL) at $278 Average Cost Price Targets & Long-Term Thesis
Why I, a dedicated small-cap investor, am finally buying the Alphabet (GOOGL) dip after Q3 earnings
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
Having the worst year of my life so far tbh
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
GOOGL stock just had its worst day in history losing $500 billion in value
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
GOOGL is now a meme stock. Welcome to the casino baby
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
How it feels betting 100% on GOOGL bc AI told me it would be a good earnings forecast
GOOGL straddle is 6.0% tonight, 12 straight EPS beats, 6 of them gapped down
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
Anthropic to publicly file for IPO as early as Friday
Anthropic's valuation chatter just shifted. What are you watching?
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
What’s a conviction value buy right now?
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
My $8.8K HSA experiment is now worth $600K 🚀
Google might win bigly from AI software-cloning. $GOOGL
3 ways to invest in OpenAI and Anthropic (pre-IPO)
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
GOOGL Gemini 4 Argon: Is Google Winning the AI Race?
AI Stock Crash, while AI Tech is Universal - Prediction
“OpenAI targets work of Wall Street junior bankers with new ChatGPT for Financial Services” -CNBC
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
$GOOGL Plans to Invest €13B in Finland AI Infrastructure - Bloomberg
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
Can a squirrel trade options better than me?
One Week Left - What is the Best Way to Get into Anthropic Pre-IPo
Prague court rules Google ($GOOGL) must pay 400M CZK (~ $20M) fine to Czech price comparer Heureka
$META Could Overtakd $GOOGL Search In Ad Revenue
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Mentions
Calls on GOOGL, Indian CEOs are safe from affairs
good that META and GOOGL die now, because of Jensens dick
Fuck, my GOOGL CEO is also married. Derisk married CEO stocks.
NVDA -20% tomorrow. All that money will dump into GOOGL and MSFT
When's the last time you heard about a major Indian CEO cheating? That's right you don't. Calls on GOOGL and MSFT
lol nah, my avg is like 195. I’m gonna hold and average down, I have some higher beta shit stocks and other semi conductors I’m looking to consolidate. I sold my Intc for example. If I buy options it’s usually long dated LEAPS, sometimes they work really well like MSFT and other times I’m drowning like with GOOGL. Should a sold before earnings
Notice how Indian CEOs never cheat, calls on GOOGL
GOOGL will be the pump king tomorrow
All I know is Sundar has never cheated on his wife. $GOOGL deserves to fly.
GOOGL TPU sales are about to surge now that NVDA is compromised
This will be great for GOOGL. People will be buying their TPU's now since NVDA chips are covered in cum
Looks like people will be dumping NVDA and buying up GOOGL, MSFT, AMZN and META tomorrow
i need a 2000% return guys should i full port GOOGL or QQQ
GOOGand GOOGL is going to 0
Would you rather buy 600 shares of SOXL or 100 shares of GOOGL?
That is the dichotomy of the market. GOOGL got hammered last week because of its CAPEX spending. This week MU gets hammered because that spending might slow down. F this market. Thankfully, I'm long on both and have a long-term horizon.
GOOGL gets love since months
Everyone who sold recently will put their money in AAPL, GOOGL, MSFT and META. It’s the only logical safe place for money unless you put it in SGOV.
For every general rule that can be summed up in a reddit post, there is a counterexample somewhere in history. Do I see something similar forming than Cisco? Cisco had a P/E of 200 at the top. Google and NVDA have somewhere in the 15-25 range. I also held GOOGL before when it dropped from 190 to 140. I held, it's 290 now. NVDA, I did not hold thru the drop 4-5 years ago, which was stupid. So no, I don't see things repeating for solid companies. If you buy into TSLA, that's a different story.
**BanBet Lost** — /u/Many_Tip_3973 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $281.27 → $325.00 | +15.5% | 1w | Lost |
I’m going to DVA 3% a day into $GOOGL
Not arguing about its potential. AI *will be* economy warping. ...but there's an important distinction between "*will be*" and "**is**". A nuance that a lot of people seem to be missing. There's a broad market FOMO, like missing getting GOOGL in the 200s is going to ruin them. The truth is that money can be doing work for you now, and you miss nothing by shifting into AI when the economic take-off truly begins. The numbers simply aren't there yet. If they were, someone would surely be able to name a ticker.
What has actually changed, or been a catalyst for return to "fair value" as you say though? Nothing happened, at all, and INTC dumps from 140 to 50, AMD from 650 to 400, GOOGL from 400 to 280, and the list goes on. Government is in a gridlock, telling me that nothing will change for 2 years, meaning that whatever condition these companies are operating under - will remain. So why would it dump further?
**BanBet Lost** — /u/more-aero (3W - 8L, 27%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $290.80 → $305.00 | +4.9% | 2d | Lost |
AMZN and GOOGL own tons are report it as part of revenue. Doesn't matter if they're not in S&P, they tank it tanks lol.
Riding out the weekend with $2,000 worth of GOOGL calls. Will I get blasted in the ass on Monday?
GOOGL held up the best of the big tech
Do you guys think GOOGL will close at 300 today
GOOGL looking like a fat pile of turds today
GOOGL always drops 0.5% to 1% during power hour
Come on GOOGL pump 5% by close
Thoughts on GOOGL? Up or down?
Honestly im just going to start scalping GOOGL sell at 290 buy back 280 or lower
I’m done losing money DCA into $GOOGL
VIX is creeping up. Underneath this pinned and frauded shit, retail is unloading more. Probably people settling margin calls before the weekend. Etrade went and changed the margin requirements for a bunch of shit yesterday: Example GOOGL went from 30% to 40%.
MSFT is red and GOOGL is green lol
The buildout is now debt-financed. So which capex has a paying customer on the other side? u/filingdelta’s post is the best thing on this sub this week: Q3 capex at the big four roughly doubled to \~$202bn, exceeded operating cash flow by \~$27bn, and the gap got filled with $52.5bn of new bonds, preferred and forward equity in two weeks. If that’s right, the buildout is now sensitive to rates, power and permits in a way it wasn’t when it was funded from cash. Everyone treats hyperscaler capex as a cost. One of the four books revenue from selling the thing it builds. On its July 22 call Alphabet said it delivered TPU systems to customers’ own data centers and recorded revenue from those sales for the first time. On Oct 28 it said TPU sales were a meaningful contributor to Cloud growth in Q3 (call transcript). The buyers are named: Anthropic (up to one million TPUs, Oct 2025; a further multi-gigawatt deal with Google and Broadcom from 2027, Sept 2026), Meta (a multibillion rental deal reported in March 2026), and OpenAI, which Bloomberg reported on Oct 27–28 plans to buy Google’s chips — no deal confirmed, both sides declined comment. In May Bloomberg reported Google’s own researchers were queueing behind outside customers for capacity. The market did not care. Alphabet fell about 10% on Oct 28 because it held 2026 capex flat and signalled a big increase in 2027 (CNBC). But note what it did this week: closed Thursday at $282.57, down 0.4% on the week, while Nvidia fell 15%. Two honest complications. TPU revenue isn’t broken out, so “meaningful” is all we have. And Broadcom sells complete TPU racks directly to Anthropic under a $21bn order, so part of “Google sells TPUs” is really “Broadcom sells TPUs.” The other name I’d put next to this is not in the US. Murata (Tokyo: 6981) makes the ceramic capacitors that sit on every AI server board — industry write-ups citing Murata’s own briefings put it at roughly 30,000 per GB300 server. On Oct 30 it reported quarterly revenue of ¥588.5bn, up 21%, with operating margin at 25.1% versus 19.6% the prior quarter, raised its full-year outlook, and announced \~¥1tn of MLCC capacity spend through FY2030 with a plan to double MLCC sales. The stock closed Friday at ¥4,831: down 24% this week, down 44% this month -- seems quite exotic as a conviction. Murata doesn’t care whether GPUs or TPUs win. It’s a parts-count bet. The caveat is the one that always applies to parts: ¥1tn of new capacity is exactly what ends a shortage, and Murata’s own president said in July that components are not what’s holding the buildout back. Question: if the buildout is now financed with 6–7% paper, is the better exposure the supplier that gets paid regardless of which chip wins, or is “architecture-agnostic” just a slower way to be wrong? Not advice. Long GOOGL, small position in Murata.
MSFT up bigly and GOOGL down bigly 🤔🤔🤔
GOOGL needs to break through and close that gap from earnings
Is it too much to ask for GOOGL to just have a 25% gain today with no pull backs?
If GOOGL hold $290 today, it will be very good
Cant believe I YOLOd GOOGL before open :)
GOOGL perfect pick for me again
GOOGL is the best choice today
GOOGL flat like nothing happened for a week
Here I am, retail, selling my COST and U to lock in the profits and buying NVDA and GOOGL at discount prices
META and GOOGL getting killed now
GOOGL lagging behind again
Just look at where MU NVDA GOOGL etc were in 2022 or nearby when the AI bubble started, lots more to go down man
GOOGL back to the 280 magnet zone
GOOGL started strong, now weak again
GOOGL going straight for 290 pre market
GOOGL back to 285. Easy.
GOOD that I have decided to stay with GOOGL and dip MU. Otherwhise big rip for my tading acc
\-FCF isnt such a terrible thing if the ROI from the capex is great. Early days, GOOGL is still tyna figure out how to monetize mobile ads. The historical analogue is: Facebook experienced a brief negative-FCF stretch in 2012 while mobile monetization was ramping and infrastructure investment consumed its operating cash generation—not a prolonged period of operating cash losses while mobile ads remained unsolved.
Damn this is worst than my 3/27 $GOOGL calls position
I only eat when GOOGL does. Down 40 pounds.
After GOOGL earnings, my wife literally did that thing that Sims do when you do something they don't like.
VGT is wonderful. I was a big time owner of VITAX until I changed it to VGT and then liquidated my entire position to buy MSFT at the correct value. I did that because of Charlie Munger, who said: "What you have to learn is to fold early when the odds are against you, or if you have a big edge, back it heavily because you don't get a big edge often. Opportunity comes, but it doesn't come often, so seize it when it does comes." MSFT was an obvious pound the table buy this year. At this point, I think GOOGL will become that and buying GOOGL individually would be better than the index as a whole given it has become so mispriced (and still might fall further).
They don’t have any guaranteed revenue though… oh wait, GOOGL was just leaked to be negotiating capacity into 2035. Sell
> MSFT, META and GOOGL might as well announce today they will reduce capex spending. what difference would that make. They have real customers with real compute demand who are paying real money. They probably won't cut back that much because it would cause those customers to flee to another provider. This mechanic has been thoroughly discussed over the last two years. Anyway, the comment I wanted to make was: The market is announcing it for them.
I added it too. I'm fucking pissed. GOOGL was just shooting a dead dog.
Of course the market rebounds after I sell. Of fucking course it does. I get hammered with GOOGL earnings, MU taking a fat shit. And I finally say I've hit my limit, and I sell. And then overnight MU and SNDK are up a shit ton.
Exactly. Once again, here we are at "the wall of worry" that we've been climbing for centuries with both retail and institutions deciding what narrative to which they want to link their accounts. During GOOGL, AMZN, META, MSFT earnings calls over the last two weeks, multiple banks asked the same question various ways: "Is AI buildout capex spending getting to be too much? Too risky? What is the threat to free cash flow?" The stocks took a few gut punches in the headlines on Bloomberg, CNBC, and even here in various posts, and the stocks dropped. Today, the pervasive worry seems to be this "Are Dems going to kill the AI trade by slowing buildout?" narrative. So, are we worried about capex burn destroying free cash flow but fueling AI and "beating China"? Legislative regulation that likely slows down capex spend but preserves free cash flow? People can worry about whatever they want, but worrying about both of these questions is pointless and not exactly profitable from an investor standpoint.
GOOGL held strong asf today indicated strong support and possibly the bottom, a green day will make it fly over 300 easily
seriously grab some MU at these lows because it's a screaming bargain. wait no ignore me i just used my rent money to catch a falling knife on GOOGL and now i'm sleeping in my truck again.
They took a position in lennar, a home builder. It’s less then 1% of their portfolio but this is what they are referring too. Their big holdings are **AAPL)** – \~25.04% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **American Express Company (AXP)** – \~15.70% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **The Coca-Cola Company (KO)** – \~12.19% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Bank of America Corporation (BAC)** – \~7.68% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Alphabet Inc. Class A (GOOGL)** – \~7.13% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Chevron Corporation (CVX)** – \~5.80% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Occidental Petroleum Corporation (OXY)** – \~4.80% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Chubb Limited (CB)** – \~4.05% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Moody’s Corporation (MCO)** – \~4.03% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **The Kraft Heinz Company (KHC)** – \~2.62% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\]
Sigh dude. I got absolutely fucked this past week. Starting with a shit performance by GOOGL fucking me out of 60k. Then rotating into MU like a retard, I lost 40k there. I literally lost more than I make in a year, in the span of a week. I feel sick. I feel numb. I feel like such a fucking dumbass.
GOOGL & META make me happy
If GOOGL wants to pop they can try going back to Lake Ontario and Gulf of Mexico
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.
$GOOGL bottomed out tbh looks like it’ll be primed to go up within now to December imo
Yup. People legit acting like AMZN wasn't **-$58B in FCF last 9 months**, META, GOOGL, SPCX all rapidly deteriorating with negative cash flow too. All of them are going to look even worse 4Q. And Dems haven't done a single thing.
Gay ass GOOGL decides to catch up to the rest of mag 7s drop AH. Piece of shit.
GOOGL, AMZN and MSFT are the only safe stocks for the next few months
GOOGL always limp dicks into close. POS
I already did 230k in GOOGL and GGLL
**GOOGL** has 100% bottomed, the way it held today is telling or else it wouldve seen -8% or more
Where's NVDA, GOOGL, META going? Even TSLA can fall 75% and rebound 5 fold
GOOGL is gonna pump tomorrow and next week!
$GOOGL green by close. Let’s go!!!
My only position I have left is GOOGL and given how today went and where GOOGL dropped…I think this is a win for GOoGL bagholders
I full ported into these against margin too. DRAM SPCX GOOGL SOXL CVNA SKHY NVDA
Added more GOOGL few days ago and happy. Most of rest of tech will suffer and probably stay flat until Dems plan unfolds. Anything connected to data centers will battle Dems plan to help limit those new builds. Mfg, consumer, utilities are a better bet. If you see a dip there it will be short lived. Keep your cash available for the ride.
I'm up 30% this year still with this dump. I'm into GOOGL and AMD then just index funds. But I work in the industry and there is no stopping the AI train right now. If we don't take the lead someone else does it for us. I'd rather it be us than China or Russia. AI is like the internet, it was developed by the military and then used for the greater good of humanity (ARPANET). Every military complex around the globe see it's value so if we don't want to be at the forefront of creating the technology we will be forced to adopt it to defend ourselves against it. Do you see what I mean?
I did that in GOOGL last week. Playing with margin shares here for the trade.
Eyyy! I sold 1/3 of my position @ $1,200 (JUN earnings) and another 1/3 @ $\~1,100 the day after SEP earnings. I also trimmed down all my individual tech positions the day after SEP MU earnings. I also went short QQQ in OCT, but stopped out yesterday (\~+90%), but left a lot of meat on the bone today 😭. Some WSB addict probably made like 20% on those contracts overnight lol I’ve only been buying DCAing into GOOGL AMZN MSFT & META. I think we are getting close to extreme fear and volatility where semis/memory might be worth a try to either start DCAing or flip for a trade? Maybe @ VIX 30?
> These are low leveraged, well financed, reasonable P/E, battle tested companies. ... DFAQ... thats why they are all going to private credit, doing SPVs to keep shit off the books and going into negative free cash flow... I have a feeling AI is gonna be like fiber, lotta big names in AI gonna eat a dick and get gobbled up, and in ~10 years a handful of companies that were able to make it through will kill it (thinking AMZ, MSFT, META, GOOGL, and maybe Anthropic).
My whole portfolio is literally GOOGL and GGLL thats why I am asking
Im 100% in margin aswell but for GOOGL