Reddit Posts
SOX just hit bear market territory. This earnings week is make or break for semis
Google's recent dump and upcoming earnings play
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
GOOGL earnings 7/22 the GAAP number is going to look insane
I bought GOOGL calls expiring in 2028 after the earnings drop — am I early, or just wrong?
Q2 earnings season rides entirely on one word from hyperscalers. Anyone pricing in the "moderating" scenario?
Reddit's 2026 Stock Picks: What actually performed?
Both Google and Amazon to lead the Mag 7 pack and markets for the next 3-4 weeks.
Fast Growers portfolio: rddt, figr, onon, app
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
Google Backs Major US Solar Project to Offset Fossil Fuel Emissions
What are some swing trades for upcoming earnings?
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 $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
Mentions
Wait and see. The upcoming earnings release calendar comprises GOOGL on 22 July 2026, INTC on 23 July 2026, STX on 28 July 2026, MSFT, META, and SK hynix on 29 July 2026, AMZN and AAPL on 30 July 2026, AMD on 04 August 2026, and WDC and SNDK on 05 August 2026.
Bought GOOGL shares + monthlies, gonna sell monthlies to collect premium and shares right after ER. Godspeed, i might totally be regarded, do you own DD.
I would’ve believed you 100% if you said Google and not GOOG. Heck I would’ve believed you if you said GOOGL.
GOOGL actually goes up on earnings, unlike NVDA
Upped my allocation to 300 shares TQQQ, grabbed a few short term QQQ calls, 1 short term SPY call, some GOOGL calls, IBM calls, ORCL calls, and NFLX calls most of which expire next year GL to me, +7000$ if TQQQ hits 88
GOOGL crushed previous earnings and stock price still sold off after. Not sure if this has priced in the capex yet
Yep same for CRWV, IREN, NBIS etc. META, GOOGL and AMZN will survive, other neoclouds will get obliterated. APPL did the smartest thing. Difnt invest in the build out. Like standing at the finish lime and fucking the winner. Chinese models will fuck OpenAI, Anthropic etc pretty soon as they will be left holding a lot of debt and nothing to show for it.
$GOOGL eow price predictions ?
>TL;DR: GOOGL lost $200B in about 30 hours because a model is late and some engineers changed badges. The issue is much deeper than this. They lack the ability to compete in the AI race due to bad leadership. Their best model is significantly behind Kimi K3, an open weight model anyone can host themselves.
Ah yes, GOOGL north of 100 percent on the year, let's buy calls near the ATH when we should've done it a year ago🤣🤣🤣
TSLA, GOOGL, IBM, TXN all on the same day will be fun
How we feeling on GOOGL and INTC chat
LOL GOOGL literally just doesnt stop bleeding. Fucking useless.
I am more banking on them confirming that dilution is done as based off GOOGL volume since start of third quarter has been higher compared to the last week. Give a better eta on Gemini 3.5 pro and of course provide better insight on how they plan to spend their 85 billion of new capital.
Okay fuck this..double downed on GOOGL. Have over 150k worth in shares and 30k in ATM calls 6 month out. I am going to come back wednesday AH.
GOOGL with that disgusting ass chart.
**BanBet Lost** — /u/First-Rub-1747 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▼ | $358.33 → $357.42 | -0.3% | 4h | Lost |
I’ve been meaning to get into leaps. The ones I’m interested in (like GOOGL and MSFT) are priceyyyyy though
GOOGL chart is fucking disgusting. I dont give a fuck it is green, slow fucking bleed is annoying as fuck.
oh GOOGL don't do this to me
GOOGL went from a hard recovery to getting hard rejected back out of the parallel it broke back into in the span of 4 hours.
Look at the spread on the GOOGL 7/24 345p. 😂 fuk this MM 🤡
lol god forbid GOOGL hold any fucking momentum and gains.
GOOGL should pay WSB members to not post bullish analysis of their stock
this GOOGL pump is for ants and its just gonna shit itself tomorrow before close again
> Or is just another day of musical chairs market rotation based on nothing? That one. We are not really going anywhere. Redistribution continues. Just waiting for GOOGL earnings.
The way WSB talks about GOOGL makes me extremely worried about my large amount of GOOGL shares.
GOOGL is going to lose all its gains by EOD huh?
MU probably rangebound between 850-905 until GOOGL/Mag7 earnings
Port MU SNDK GOOGL AMZN and MSFT all bought Friday im about to be rich
SPY VOO GOOGL and turn off your phone
GOOGL $400 after earnings
Half right. Q1 wasn't a miss — revenue beat and operating income was up 30% at record margins. What's true: the $5.11 EPS headline was juiced by $37.7B of unrealized paper gains on Anthropic/SpaceX. Engine beat, paper made it look like a moonshot. On SpaceX: yes, now that it's public GOOGL must mark it to market every quarter, gains AND losses. But check the dates — Q2 closed June 30, when SPCX was still near its IPO price after the $225 peak. The $1T facemelt to $124 happened in *July*. That unrealized loss hits the Q3 print, not Wednesday's.
At the end of the day GOOGL is king
If the Koreants are all liquidated, yes, otherwise no. I'm going with yes but we could see another -5% from here, but then it would just be a stronger buy. Don't wait for the GOOGL earnings. Shit could rocket.
GOOGL's pump for the earnings dump
Wth GOOGL? I bailed out last week
> If GOOGL could just go ahead and get back to the $370 they would first need to stop funding entire korean gambling casino, which they refuse to
GOOGL earnings report got leaked most likely because what else would do this
Larry Page currently owns 778,102,320 shares of $GOOGL $GOOG stock. Google last closed trading at \~$346 per share. That means Page's Google shares are currently worth $269.2 BILLION up from \~$100B just 5 years ago
So is GOOGL going to recover before earnings
IMO the 2.5%s are largely overcomplicating things - MU, AMZN, GOOGL, and META are all large chunks of VOO. Maybe put those into one thing instead? AVUV would be a good addition.
my algos say GOOGL down and AMZN up this upcoming earnings, so that they become similar market cap
Just full port GOOGL LEAPS and chill
How is there not one GOOGL insider on all of wallstreetbets. Are we simply too regarded to deserve such a distinguished guest
If GOOGL could just go ahead and get back to the $370’s, that’d be great…
anyway lets play will my Oil earnings cover my GOOGL losses by open
Digital ad space specifically maybe, but certainly it has never been large enough to change any whole market sentiment. Not in the same way an NVDA or GOOGL can.
ASU 2016-01 killed the OCI bypass for equity stakes. It runs through net income now. See GOOGL Q1: $37B gain, EPS printed $5.11 vs $2.63 est
Historically, GOOGL getting blow outs tends to go up in value. There was a down trend after last one due to announced capex and reduced FCF. If FCF raises and capex remains steady, hard to see why it wouldn't go up.
Nobody was trading GOOGL on an eps basis last Q.
The three hyperscalers (GOOGL, MSFT, AMZN) are the most important thing to the stock market right now because it is the closest public proxy to the real metric we care about: the gross margins from Anthropic and OpenAI. Those are the surrogates for long-run ROIC for the AI buildout as a whole. If these look good, the capex is justified, EPS growth continues to accelerate, and productivity trickles down to second/third/fourth-order beneficiaries. If not, the bears are right and it will affect a lot more than just the tech sector. The financial sector has a lot riding on tech, as do industrials, energy, etc. The GDP growth in recent year has almost been entirely propped up by the data center broke out.
SP500 is almost at an ATH so there’s still a lot of downside. The correction is just starting tbh. It relies heavily on hyperscalers, if they reduce capex or not. As a bag holder of GOOGL and META I hope they do. The current spending is just absurd. I don’t see a return soon to the amount of money spent.
I'm tempted to buy loads of GOOGL on Monday, maybe after the initial drop if it happens (because if the US/Iran situation). Hoping for a post earnings pop, but worst case scenario I'd be comfortable holding until back in profit. Thoughts?
Dude fuck I bought GOOGL calls thinking shit can’t get worse
I've been buying INTC on the way down for a month. Last buy was Friday at $95. Done. Earnings are 7/23 the day after GOOGL so we'll see what happens.
ASU 2016-01 killed the OCI bypass for equity stakes. It runs through net income now. See GOOGL Q1: $37B gain, EPS printed $5.11 vs $2.63 est
With the steep semi selloff and increasingly negative momentum, will GOOGL raising capex and further emphasizing backlog/cloud demand even provide a significant relief rally for memory stocks?
With the steep semi selloff and increasingly negative momentum, will GOOGL raising capex and further emphasizing backlog/cloud demand even provide a significant relief rally for memory stocks?
GOOGL gonna smash 🔨
> Water! Ah, so you're saying LMT, RTX, NOC, GD and GOOGL
TSLA GOOGL INTC Earnings next week, just to name a few
What the fuck dude? I turn my back for what seems like 1-2 weeks, and now AAPL is fighting NVDA for the highest market cap? When the hell did that happen? I thought GOOGL was a far off 2nd place for the longest time, and now AAPL is nearly .7T higher than that??
The problem is cash flow and debt. GOOGL has massive cash flow of $174B BUT they have spent that much on AI infrastructure the last year, AND they issued $50B in bond debt. The company is great and maybe the strongest of the hyperscalers but this situation is a departure from their normal operation. The price has hit a headwind because of the fear that Capex spending could signal an arms race that will continue to deplete cash and lower profit margins. That's the gamble: will AI be additive to their bottom line, and when?
I'm holding an uncomfortable amount of $GOOGL going into earnings.
GOOGL 4hr looks rugpully
How we feeling about GOOGL and INTC next week chat
why GOOGL down? cause no gemini 4?
it's only even possibly a wash sale if you have a loss on the sell. in your example, no it wouldn't be a wash sale. they're not even close to being substantially identical. it's almost impossible to trigger a wash sale without buying the exact same ticker symbol. there have been a few cases where companies that have different classes of stock with different voting rights (like GOOG and GOOGL) have been held to be substantially identical.
Literally every position I've bought this year has shat itself to zero. MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.
I'm not a stop loss pussy but next time I'm green with GOOGL I'm being a stop loss 😼
GOOGL you fucking PIECE OF SHIT
This imho is why companies like GOOGL and MSFT are strong buys right now - if frontier level models are not locked into Anthropic and OpenAI; they stand to gain more instead of being fleeced by them.
Getting absolutely obliterated on my GOOGL calls LMAO
350 GOOGL calls locked for next week earnings
If GOOGL ends red, buying calls for earnings
**BanBet Won** — /u/AlpacaDream7 (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▼ | $353.44 → $346.37 | -2.0% | 16h 34m | Won |
Jesus I thought it was finally GOOGL's time after yesterday's pump but it really came crashing down huh.
Bag7 holders, specifically those invested in GOOGL/GOOG gotta be the most annoying during drawbacks. They'll be down 10%-15% on shares acting like the world is coming to an end and they'll never recover their loss, meanwhile everyone else in high beta stocks losing half their portfolio.
Should I sell NFLX at this price realize 20% loss and go all in GOOGL? 🤔
Yeah not sure if I should sell while others are also down as well. Like buying GOOGL 🤔
I go out on a date (she's real I swear) and I just noticed my precious GOOGL fuckin tanked 😭😭
Added a few more GOOGL before close. I couldn't care less if gemini is delayed.
What do you buying? I'm thinking GOOGL full port maybe
Ok GOOGL I’m going to need you to lock in and recover by 5%. No big deal, you got this champ.
Why GOOGL dumped at market close?
Should I sell my NFLX shares for -20% loss then go all in on GOOGL dip?
I bought the GOOGL dip. Now its going to dip in my anoos at opening.
the last time I was down 80% on GOOGL calls I held and made profit 🤷♂️ end of last month
GOOGL needs to sacrifice the coding ability of their AI leave that to the other models
You misread Visual Chris comment. He said hardware will turn commodity, and you should rotate into companies that actually use this hardware to make money. I agree with this. You suggesting MSFT, GOOGL, META, is in line with Visual Chris, not contradictory. The question is whether these are the right picks.
was up 120% on $GOOGL calls this morning now breakeven, what do
Do we think GOOGL will bounce back before earnings or are my calls cooked?