Reddit Posts
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.
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
Mentions
Guess who’s back? Back again. Google’s back. Tell a friend They created a monster, cause retail investors just want to see $GOOGL. They don't want the value plays no more, they want AI growth, it's brutal! Well, if you want Gemini, this is what I'll give ya. A little bit of hype mixed with a green ticker. Some capex that’ll jumpstart my cash flow quicker than a shock when they get shocked by the antitrust fixture. By the DOJ when GOOG’s under the lens during the trial, While the shorts are in denial, claiming GOOG’s losing their style. You mentioned OpenAI? Bitch please. Google’s sitting on billions of users, rocking the search engine keys. So the SEC won't them be, or let GOOG buy cybersecurity plays easily, they try to block the Wiz acquisition, see? But it feels so empty without the G double O G!
I am assuming someone knows GOOGL is done diluting and is buying back in. Way better volume at this time compared to yesterday.
Yes I did sell GOOGL too soon, but a part of me if relieved that I am off this ride. Time to move on.
**BanBet Won** — /u/Busy_Dingo_5744 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $357.22 → $370.00 | +3.6% | 2d 3h | Won |
If you have to buy only 1 Mag7 stock right now, which one would you buy? NVDA, GOOGL, MSFT, AAPL, AMZN, AVGO? (Let's ignore TSLA because who tf buy TSLA at these level)
big bois week this week, GOOGL, Apple etc - finally us boomers getting something
Wow, I need to learn then. I need a master sensei, hahaha. I need the wisdom, not sure how that can be done. I have 53 positions in ACXP, 12 in GOOGL, 3 in PLTR, 1 in SCHW, and 1 in VOO.
Full ported into GOOGL
GOOGL Perfect inverse head and shoulders on daily timeframe
GOOGL perfect head & shoulder pattern on daily
GOOGL a pretty decent buy right now.
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy (namely, three characters instead of two), but despite agreeing that that may be a red flag, personally, I think this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy. Personally, this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
META is about to dilute. They want to pump the stock so bad. They are throwing every hype shit story they can out there so they can print more stock like GOOGL did.
Why is my Youtube feed suddenly full of cucking-related videos? What is GOOGL trying to tell me? Calls? Puts?
> The fact that these companies are now renting out capacity is telling. That is effectively the hyperscaling business. AMZN and MSFT have been doing this for 15 years on CPU based compute. For AI, it's just a shift to GPU baesd compute. The business is so lucrative that GOOGL and ORCL also joined it.
If you bought Pfizer the same month that GOOGL went public, you’d be down 32%.
ORCL OCI has always been far behind the bigger hyperscalers, AMZN and MSFT and third place GOOGL. As such they don't have the cash flow and cushion for the AI capex spend the others enjoy. I think their short term future success depends on how Stargate does. Assuming that pans out, it will be some 35%+ top line growth. But it seems anything tied to OpenAI these days is out of favor (MSFT) as Anthropic has taken the lead in revenue.
I hold some MSFT and GOOGL so it's become a daily ritual to open the app and curse a bit. Makes me relaxed.
I think AI makes it easier to target an audience with specific ads and makes it easier to create different ad formats. META and GOOGL can continue to grow, but RDDT and APP have opportunities to take share of a growing pie if they can prove a higher or at least comparable ROAS at a potentially lower or comparable CPM than GOOG or META. I think the Reddit audience keeps growing, and there are many Reddit users (myself included) that spend a majority of social media time here vs other platforms. That's a new audience for advertisers to get in front of, and my purchase intent is high when I'm searching what Reddit thinks about a product, service, or restaurant I'm looking into. I think the market is focused on the risks (which there are many), and undervaluing the opportunity (including the emerging search business) for RDDT ads. APP provides access to an audience playing these addicting mobile games. Another new audience that spends more time playing mobile games than other media forms. They often have to watch the full-ad, and have put a lot of effort into building Axon so it delivers ROAS outcomes to customers (APP doesn't charge by CPM, their pricing model is based on expected ROAS). APP needs to prove Axon leads to conversions (i.e. sales) for advertisers now that it moved beyond beta testing.
A lot of growth not enough value. APP is crazy profitable. So is RDDT. I think advertisement sector is gonna get bigger once companies start to put ADs in them (Which will happen whether people like it or not). However there are very big players in this game, like META and GOOGL. It might get rough out there.
GOOGL you stop that nonsense right now.
MU and SNDK are memes GOOGL is king
Thats it GOOGL. Keep fighting! I want off this ride!!!
GOOGL woke up and didnt want to be a bitch anymore...for today
Okay GOOGL! Time to shine!
I really hoping GOOGL said sike about pre market and will go up all day today.
GOOGL is the new MSFT, dumping mostly now
So GOOGL really wanted to get back to the 340s level. FUCK
Of all the things on this subreddit, the one that pisses me off the most is when retards start crying about some mag7 stocks not performing well for a few weeks. AMZN and GOOGL complainers need to delete their brokerage app, you’re not cut out for this
come on GOOGL, you know you want it too, just pump already
One day this month GOOGL is going to skyrocket up half a percent and I'll get to say I told you so
MSFT dropping with SaaS makes no sense to me while GOOGL is holding up. It will be a LOT easier to replace google ads from search than the MSFT ecosystem. Market share of gemini is a lot lower than search in its field. I personally use google search around 10% of what it was before.
Look, I will be honest with you. Very few individiuals manage to beat the S&P 500 and if they do somehow, they can't manage to do it for more than a couple of years. My portfolio strategy is this - I buy two index funds and I analyze stocks that I buy. I follow Warren Buffet advice to have 20 bullets for stock picking. Currently I have around 8 stocks as I fully sold my GOOGL at $395. If you are interested you can look at my Youtube channel DimitarMoney where I explain that the factor "Time" is the most overlooked one. If you analyze the stocks yourself like I did, making a full breakdown of everything - all financial statements, ratios, risks, read 10k report and so on, that takes a vast amount of time. You are better off using that time for something different - learning a new skill, spending quality time with your family and etc. I spend this time, creating videos and teaching people about finance.
Google $GOOGL agreed to buy 100% of the initial output from the Steel River solar + battery project in Arkansas. $FSLR will provide domestic US made panels for the project while LG supplies batteries from its Phoenix facility, with full buildout reaching 2.5 GW solar and 2.9 GWh storage. 👀
GOOGL earnings next week and the stock is headed to 300.
so why is GOOG/GOOGL dropping like a stone a week before earnings? so fucking weird
can we get the deserved GOOGL pump today
Hi 👋 KOSPI can I interest you in ORCL and GOOGL stocks? Almost free
Time to rotate out of risky equities like GOOGL and into more secure assets like chips at my local casino.
any GOOGL news for this abomination?
GOOGL my beloved... How could u do this...
Tried scanning GOOGL 1D chart at the local's self serve checkout and it just comes up with 💩 on the screen...
Lol GOOGL doing that straight down bullshit again.
It has been a very long while since I have seen GOOGL volume this low. Hopefully that means they are done diluting.
GOOGL will lead us home
$500 $GOOGL will set me free from working
Looks like I'm about to be a majority shareholder of GOOGL
Hey GOOGL...what in the fuck are you doing. Last hour of GOOGL climbing back from hell, it looses all gains in less than 7 minutes. Fuck you
nice bull flag on GOOGL, looks like new ATH in august to me
MSFT cannot be stopped anymore. 2025 GOOGL in the making
GOOGL finally rising against the market flow, might be making another run up to 370 this week
It's about to go up. Earnings is coming, and their GOOGL cloud backlog surpasses their capex. Their report will be phenomenal.
What’s happening with GOOGL
GOOGL has been a wild rollercoaster today
GOOGL always gives you some hope, then proceeds to shove some devil dicks up your anus.
Google Cloud's $462 billion backlog nearly doubled sequentially, which easily covers the high capex of $150 billion. The compute constraints capped this backlog and revenue which is why they have to build for the business that's already been acquired. GOOGL will demo another phenomenal earnings.
Hey GOOGL...lets do what AMZN is doing right now. At least put in some effort.
Everyday for the last 5 trading days GOOGL is red. I just cant with you GOOGL.
so today isn't the day GOOGL flies, it's another AAPL day
what is going on GOOGL... and AAPL just keeps rippin
Never said AI will end completely and don’t doubt students etc will still use these models But if it still isn’t profitable do you seriously think META, MSFT, AMZN, GOOGL are gonna keep up the spending into the year 2030?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $370.00 (above) | $357.22 | +3.6% | Jul 16, 12:19 PM |
GOOGL just shitting out all the gains from all morning in 30 minutes.
How are those GOOGL $357.5 7/20 calls looking? 👀
GOOGL run up to earnings starting today
Full porting GOOGL calls at open 1m expiration trust me bro
Calls on GOOGL. The amount of regards in here that can’t use it shows the TAM is still untapped.
I’ve seen much worse. You’re concentrated, but that’s not always a bad thing. I’m a huge fan of TSM so personally I’d add more to that and decrease AMZN. Right now AMZN is your second largest holding when you include the weights in AMZN from VOO and QQQM plus 8% direct - that’s a lot in AMZN, you need to be extremely, like extremely bullish in AMZN to have that much weight. So I’d ask WHY that much? Why AMZN over GOOGL or MSFT? No shade but just be ages Chris Camillo says Amazon is good doesn’t mean it is. (For disclosure I’m overweight Amazon too, but not THAT overweight). Meanwhile TSM is probably the best company on earth you can buy, and it’s underrepresented in most ETFs, so I’d consider adding extra weight to that
What is with the absolutely insane candles at the open for overnight trading for META, MSFT, and GOOGL? Did sometime try to market buy in overnight?
Welp these GOOGL calls are worthless in 10 hours lol
1500 in each NVDA, AVGO, GOOGL, ANET, and MSFT. Then put 2500 in other things
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
Upcoming earnings (updated): * **Tesla (TSLA):** Wednesday, July 22, 2026 * **SK Hynix (000660.KS / SKHY):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Samsung (005930.KS):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU and DRAM all the way through this window. Assuming capex guidance continues to grow, memory / chips should see another run up.
Upcoming earnings: * **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026 Holding MU all the way through.
* **Tesla (TSLA):** Wednesday, July 22, 2026 * **Alphabet (GOOGL):** Thursday, July 23, 2026 * **Microsoft (MSFT):** Wednesday, July 29, 2026 * **Meta (META):** Wednesday, July 29, 2026 * **Apple (AAPL):** Thursday, July 30, 2026 * **Amazon (AMZN):** Thursday, July 30, 2026
It's obvious that Anthropic and OpenAI have pulled far ahead of everyone in the AI race. I don't see a scenario where someone else catches up including any of the big boys, but especially MSFT and META who have been responsible for most AI spending. GOOGL is still in the race, somehow, but they lost some of their top AI talent. AAPL sat out the whole CapEx thing. AMZN and GOOGL (and now META and several others) are developing their own chips, so the circlejerk financing that propped up this entire AI bubble cycle may soon come to an end especially as cheaper open AI models become more readily available. Implications of any pullback in spending, no matter how small, are just unfathomable at this point and no one is prepared for that possibility. All the CEOs will hold the line on this earnings cycle because they don't want to kill their stocks or appear to be giving up, but the writing is on the wall. It wouldn't hurt to hedge with some 6-9 months puts and dare I say NVDA and AMD are most vulnerable.
Huge difference is house renting is generating a lot more income. CapEx is rapidly depreciated asset which will become an expense on the income statement. Right now CapEx is ballooning at a rate so fast, it's way faster than revenue. Companies like GOOGL are doing crazy gimmicks like 100Y bonds and diluting shareholders to fund their negative cash flow and burn. It's obviously not sustainable at all.
Is your dividend portfolio made up of NVDA, GOOGL and AAPL? Most stocks that would be considered dividend safe havens (including the ones you mentioned) have underperformed the market in the last 4.5 years. Not sure how you could be up 120%.
I have 100k to fully deploy into one share for a 3 week swing trade, GOOGL, SPCX, MU, MRVL or NFLX help
My toxic trait is the GOOGL calls I had this werk
I think the main reason for META's recent rise is their plan to operate as a hyperscaler. They can both sell Muse Spark as a service and sell excess compute capacity. AMZN and MSFT had already proven CPU based hyperscaling was a lucrative business that even GOOGL joined the party. We've seen SPCX join the AI hyperscaling party along with many neo clouds and supply cannot keep up with demand. With all that said, I decided to exit my META long position (several years) today. While the social media empire is amazing, not sure how I feel about so many changing tangents. Plus I have enough exposure to them through QQQM and VOO.
Meta posted 30% revenue growth YoY which is gigantic for a mature company. They are trading at historically low P/Es while the nunbers (bar CapEx) are better than ever. Meta and GOOGL are positioned to bring AI to billions of consumers because of their ecossystems.
GOOGL with those end of day pumps, but never pumps enough for me to profit lol.
I’m already in GOOGL calls for earnings
GOOGL. Saw a lot of big green candles.
Alright, time to pile into GOOGL earnings are absolutely nuts and they are first up on the board. I'm looking for a massive buy in heading into earnings similar to what we've seen with META this past week. $425 7/31 calls. I'll even banbet it
120k in GOOGL @355 wish me luck