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The AI trade is starting to look like a copper trade too

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Selling stocks and buying ETF

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My first portfolio

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How future proof portfolio?

First ever portfolio

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Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)

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Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item

All in on AVGO 💹

The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!

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How does Space X not pop out of the gate?

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Is the market underpricing GOOGL search again? First it was ai will kill search and now it’s token costs will eat margins

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New midweek expiration dates getting approved by regulators

Big stocks movements in the past month. 10% drop = 50% discounts on calls

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AAPL officially a NVDA customer: Blackwell B200s powering new Siri on GOOGL Cloud

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Indexes vs Mag7. Are we down to the Mag 4?

OpenAI confidentially files IPO paperwork

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My value picks for the rest of the year

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Despite Friday's pullback, I'm still +65.8% YTD

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I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?

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My short term exit thesis

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Aggressive Roth IRA at 18 – What Would You Change?

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The Most Profitable Company on Earth (GOOGL) Just Said It Doesn’t Have Enough Money. That Is the Bullish Part.

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Comparing Cash Flow Valuations Across Leading Tech Giants

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Unpopular opinion: Google is the easiest investment decision I've seen in years

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Cathie Wood’s Ark Invest bought 268K shares of Google yesterday. Warren Buffett watching Berkshire buying $GOOGL at the same price as her

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Increased AI bear sentiment and rotation into defensives is a contrarian bull signal, not confirmation of a top

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Everyone around me is rotating out of AI into dividend stocks. That means we haven't even started.

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For those who keep asking for a “one buy and hold for the next 10 years” the opportunity is here: it’s GOOGL.

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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).

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$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

r/wallstreetbetsSee Post

Don’t Be Evil GOOGL

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GOOGL just announced 80bn equity capital expansion

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Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.

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Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.

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Really Really Stupid idea for my portfolio.

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Really Really Stupid idea for my portfolio.

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10k to invest? What in?

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Trading on a Margin

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SUPER auspicious closing prices for Both GOOGL 388.88 and GOOG 384.84 - May 26, 2026

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Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close

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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?

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Google’s latest creation. Gemini 3.5 Flash. Calls!

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$GOOGL AI Complex will beat OpenAI and $NVDA

Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation

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Posted GEX levels before market open Friday— 8 out of 11 held at king by close

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GOOGL is looking real Smug for a company who was almost destroyed 1 year ago

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Google is looking real Smug for a company who was almost destroyed 1 year ago.

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GOOGL barely moving after I/O says investors want proof, not demos

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big tech's $350B AI capex is returning about 18 cents on the dollar

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Why is AppLovin Not Talked About More?

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Portfolio Feedback

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Is too much money in a HYSA a waste of capital?

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Google I/O was a product flex, but the stock barely moved. What is the market missing?

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Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

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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 📈 📉

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Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?

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Berkshire just tripled its GOOGL stake and bought Delta again

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Buffett just tripled Berkshire’s GOOGL stake and bought Delta again what’s the read?

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Samsung Elec, South Korea union to resume pay talks on Monday, union says

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Portfolio advice

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Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.

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Google is still a monster

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Are you still buying tech?

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How do you value company like $GOOGL?

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100x return in one year on GOOGL LEAPS

AMD GOOGL INTC MU stocks, QQQ ETF

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$79k MU (120%) & GOOGL (160%) 💎🙌 GAINS

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Googl in Roth or Brokerage

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The Q1 earnings from GOOGL and AMZN were more than half unrealized (estimated) gains from their stakes in Anthropic

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DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle

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Question from an amateur trader

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Anthropic’s $200B Google deal: $GOOGL risk or bull case?

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Why do we chase 10x underdogs instead of proven winners for 1x or 2x upside? $GOOGL, $AMZN, $NVDA

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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?

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Hows your YTD going?

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NVDA looking at GOOGL after taking the #1

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I followed unusual option flow signals for all of April. Here are the actual trades, wins and losses

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Anchor bias is in full effect? coping sideliners are hating $GOOGL now that it is winning. Will they get the dip they desperately want?

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Is Alphabet (GOOGL) the strongest company in the world?

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Finding investments using Value Score

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My Magnificent 7 DCA Portfolio

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GOOGL is up ~40% since Warren Buffett’s Berkshire Hathaway disclosed its $4B stake nearly six months ago.

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Crawled out the depths thanks to NVDA + GOOGL

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Top AI Companies Agree to Pentagon Deals for Classified Work

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For semi/storage/MAG7 bulls ONLY - what are your current setups?

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CALL printer is working! GOOGL ftw 🙌

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Do I belong here?

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All in GOOGL Mega Gains

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GOOGL 2100%/$250K Gain

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I was bearish on Google 6 months ago. Q1 2026 changed my mind.

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Alphabet Q1 Earnings Thesis

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Remember to leg out of losing trades

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AAPL has beaten earnings expectations for several quarters in a row, today’s report is definitely going to be impressive

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Deep ITM LEAPS: How I used GOOGL $300c to replicate 3,000 shares and avoid the IV crush

Mentions

Of course GOOGL is red whilst practically everything is green

Mentions:#GOOGL

More ServiceNow, GOOGL, and META? Well okay, if you insist.

Mentions:#GOOGL

Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)

A lot of it is luck tbh. I invested in NBIS super early (like at $17). Also grabbed GOOGL and TSM a year or two ago.

I remember when they would report poor earning and it would cause GOOGL to dip lol.

Mentions:#GOOGL

Interesting, yeah I've only invested in dividend stuff as a smaller portion of my accounts and ONLY in my Roth IRAs so I'm not getting double taxed. Should I just pull out entirely? I've got some JEPQ and SCHD but mostly just to have something safe in the accounts. And you're totally right about the bull market thing. I have zero idea if I'm actually good at investing or if I'm just winning because everyone is (I think it's mostly the latter + luck). I've made a lot of my gains from a few stocks, specifically $NBIS which I'm up like 750% on overall, TSM, and GOOGL. I've dabbled in some other stuff like GLD but my portfolio is super tech heavy for sure. Would actually seeing the whole thing listed out help?

Yes, the Korean discount is real and measures have recently been taken now to 1. combat lack of transparency 2. increase shareholder returns. 3. heavier regulations on real estate. 4. Printing money like crazy. Over the past year, look at the KOSPI. It's nearly 2-3x from the lows. If you think SK Hynix will go higher, then by all means do it. I personally am taking some profits off of my Korean portfolio for some safety, since I know how volatile Korean stocks can get. You should also consider what the Korean currency Won/dollar looks like, which it seems that it will get worse for the Won as Korea's current monetary policy is to pump even more liquidity into the Korean market. A few things to consider is that the Korean currency and monetary policies are heavily influenced by geopolitical matters. Naturally, Korean stocks are more volatile to say... even GOOGL or AMZN. One bad news about China/Korea relations or some North Korean missile test sinks the KOSPI, but has no effect on the NASDAQ. Other news might be the following: Korean bank liquidity crisis, Won currency debasement, some union strike at a Samsung factory, a Chaebol's kids inheriting the company stock, some China semiconductor HBM competitions opening up, an event that worsens Korea-Japan relationships, etc. Another thing I've realized is that Korea's whole financial system is convoluted and in some ways even more highly regulated than the US, but in an environment that is less transparent to investors/retail shareholders and still favorable towards the big players (CEOs). It's similar to Japan, where the system itself is not so foreigner/retail friendly. So to make Korean stocks even more investable and attractive to foreigners, the whole STO/CBDC system has to be fundamentally changed. I don't know if Korea can do what Japan failed to do for years. My line of thinking is...sure. You can buy a couple of shares of Samsung Electronics or SK Hynix. But definitely not more than 10% of your portfolio. Why buy more of this when there's memory stocks here like Micron and Sandisk? Not like a nuke test in North Korea will shake those stocks. Not like some Coupang scandal can shake up US stocks. In terms of investability, I would rate SK Hynix stock on par to TSM, but that's just me.

Everything in my port is red at the moment. It's cooked. SaaS, GOOGL, and gold miners 💀

Mentions:#GOOGL

AMZN, NFLX, MSFT, META, GOOGL bagholders punching the air.

Keep selling more GOOGL puts on every dip. Over the last month I have become way too reliant on GOOGL not shitting the bed over the next several months

Mentions:#GOOGL

GOOGL why you do this to me? I thought you were different than the other MAG7 companies

Mentions:#GOOGL#MAG

Wtf is wrong with GOOGL and MSFT? Please someone explain rn

Mentions:#GOOGL#MSFT

Good time to park your money on the LAG7 leap for next year and watch it goes no where for 12 months. This way you can watch it goes down with the market and does nothing while the market goes up. WTF is selling MSFT and GOOGL and NVDA and NFLX at this level!

GOOGL's had a crazy couple of days, this gotta be profit taking. MSFT is butt cancer though.

Mentions:#GOOGL#MSFT

SPY is barely down, yet my GOOGL, MSFT shares are pissing blood lol

My sweet GOOGL 😭. Buying more calls for earnings next month

Mentions:#GOOGL

It cracks me up because of all the overvalued names out there, GOOGL ain’t one of them

Mentions:#GOOGL

everything red except for long term GOOGL, which is also shitting its pants today.

Mentions:#GOOGL

The move on GOOGL is so silly

Mentions:#GOOGL

GOOGL and SaaS continuing to obliterate my port.

Mentions:#GOOGL

What happened to my boy GOOGL

Mentions:#GOOGL

Holy shit I just missed GOOGL call fills by 4 cents and missed out on 1k+ gains in 2 minutes

Mentions:#GOOGL

Does GOOGL know about the SPCX ipo?

Mentions:#GOOGL#SPCX

Did GOOGL call someone the N word?

Mentions:#GOOGL

I am forever fucked with GOOGL and MSFT

Mentions:#GOOGL#MSFT

You mean VOO. VT is getting SPCX allocation immediately. S&P500 will wait until it can meet the 1 year profitability requirement. At earliest summer 2027. Meanwhile VOO is heavily concentrated in GOOG/GOOGL/BRK/BAC. GOOG/BAC who bought into SPCX at a way lower price pre-pandemic. BRK who has shares in GOOG/BAC. Then JPM/BLK/GS/MS who will make money off the SPCX ipo. The real winners are those dumping the bags or making money as the middle men.

Stop listening and load AMZN GOOGL and MSFT some of the safest best bargains out there for long term gains! Also META and AVGO isn’t bad for a few.

I've got some SPY 755 PUTS for today , and then everything else is GOOGL/AAPL monthly Calls so far stuff seems okay

On paper !!! $33 billion in daily dollar volume for a Trillion company Spice X. Alphabet Inc.'s trading volume varies depending on the specific class of shares. The Class C stock (GOOG) sees an average daily volume of roughly 20 to 21 million shares, while the voting Class A stock (GOOGL) sees a higher average volume of around 29 to 33 million shares. Amazon’s recent daily stock volume fluctuates between $8.5 billion and $12.5 billion USD. So , basically they are pumping it up !!! Not organic volume !

Mentions:#GOOG#GOOGL

AAPL + GOOGL were some of the few non-IPO stocks in the green which shows crazy strength

Mentions:#AAPL#GOOGL

Spent most of my LEAP money on GOOGL. The better bet IMO

Mentions:#GOOGL

> he doesn’t want to say he’s selling our data yet https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22/ >Social media platform Reddit has struck a deal with Google (GOOGL.O) to make its content available for training the search engine giant's artificial intelligence models, three people familiar with the matter said. bro we've known they've been doing that for a couple of years now

Mentions:#GOOGL

Use multiple brokerages. I have a shwab account which is my main account which is like 95% ETFs and stuff I’ll be holding for literal decades. Then I have a small cute little account through my chase bank. Just a couple thousand for fun. Which is mainly GOOGL And then Robinhood for gambling / long dated options contracts. This should be a very small part of your portfolio and should never be used for revenge trading. Get your money up first. Last thing you need is $600 to your name at 23 years old despite working the entire time all because you gambled away 40k over 5 years

Mentions:#GOOGL

GOOGL and aapl up at least

Mentions:#GOOGL

Interesting GOOGL owns around 5-6% of SPCX

Mentions:#GOOGL#SPCX

Why GOOGL pump and dump today?

Mentions:#GOOGL

GOOGL about to go red, it’s so over

Mentions:#GOOGL

GOOGL you fucking disappoint me

Mentions:#GOOGL

If GOOGL goes red again after making it to 376 istg

Mentions:#GOOGL

Kinda tired of GOOGL getting pumped and dumped daily. Can you just hold your gains for once

Mentions:#GOOGL

Realize some losses, and offset those losses with realized gains from AMD/GOOGL if you want. Then, you can reallocate the sales proceeds into other names or products as you deem fit. Concentration risk can be good, but is by nature way more risky. You can reallo and diversify risk with minimal tax consequences here if you'd like. Your money and your risk tolerance, though. I'm not managing for clients anymore but I personally shoot for <10% in one position. Just whatever you're comfortable with.

Mentions:#AMD#GOOGL

GOOGL and AAPL keeping SPY from crashing more

GOOGL stop it right now. UP is the direction!

Mentions:#GOOGL

Thank you Mr GOOGL

Mentions:#GOOGL

ignoring SPCX and chilling w GOOGL 😤

Mentions:#SPCX#GOOGL

I am proud of you GOOGL. MSFT...you are still a useless fuck.

Mentions:#GOOGL#MSFT

The fucking Spanish navy is sitting at GOOGL $374

Mentions:#GOOGL

Lmao GOOGL rejected 374 so hard and fast that I went from +800 to -800 by the time I tried to press sell

Mentions:#GOOGL

GOOGL back to 400 I guess

Mentions:#GOOGL

Fuck, should of held those GOOGL 1DTE’s

Mentions:#GOOGL

GOOGL woke up

Mentions:#GOOGL

My deeply red GOOGL calls are praying for some further pumping 😮‍💨

Mentions:#GOOGL

SPCX is the outlier — $2.5T cap on $19B revenue and a $9.36B *loss*. Priced like a top-5 company while being the only money-loser in the table (\~130x sales). GOOGL right next to it looks downright reasonable — $160B net income, real moat. That's a name I'd actually sell puts on, because if I get assigned I'm holding a cash machine, not a hype valuation. Wheel rule #1: only sell puts on stuff you'd be happy to own. Before I wheel anything I run a quick moat + fair-value check (I use MoatScan — disclosure: I'm involved with it) to make sure I'd be fine getting assigned. SPCX flunks it; GOOGL passes easily.

Mentions:#SPCX#GOOGL

Rotation from GOOGL and MSFT into SPCX?

How Dafuq does GOOGL and MSFT keep dumping

Mentions:#GOOGL#MSFT

When the market dipped in April/May of 2026, I bought more. When the market dipped in Mach of 2025, I bought more. When the market dipped in March of 2020, I bought a lot more. In 2008-09, I didn't have as much income and resource as I do today, but I setup monthly buys of $75 in 8-10 stocks. It isn't pleasant when the stock market has a downturn and you have to see the dip from peak to value. Late 2022 was especially painful for me as I'm tech focused (AMZN at $75? GOOGL at $90? NVDA at $115 before 10-1 split? ). People buy the SP500 because it has a proven track record of going up over time. They don't buy it because it goes up by a little each and every day, because it simply doesn't. You could have bought shares the day before Black Monday, at the peak of dot com bubble, at peak just before financial crisis, just before global pandemic; perhaps 4 of the "worst" timing days over past 4 decades. And yet, every single one of those SP500 shares would be highly profitable today. I will admit that when you're younger it's harder to see the light at the end of the tunnel. But as you get older, and as the stock market has grown your net worth multiple times over, it becomes easier to stomach a 15/20/25/30% drop. Well that's assuming you stayed in. When you have 500/1,000/10,000/25,000% return, taking 30% off temporarily is disappointing, but far from being end of the world.

GOOGL it is

Mentions:#GOOGL

GOOGL should be up 30% considering their SpaceX investment puts them at probably 70-80 Billion net profit next earnings call

Mentions:#GOOGL

$250 x 52 weeks = $13,000/annual investment Compounding interest averaging 10% for the S&P500 for the next 30 years will give you a final balance of around $2,100,000. GOOGL, MSFT, AMZN, APPL are all strong companies to invest in the short term but in the long term, the top 10 S&P500 typically change to new stocks every decade. You will have to decide the appropriate time to exit, take gains, and pay taxes. If you want a higher concentration in mag7 stocks, adding a tilt into SPMO or QQQM may help in the long term instead of buying individual stocks.

how did you get that flair. how much did you make off GOOGL?

Mentions:#GOOGL

Well deserved, one of the most undervalued companies in the market. Compared to overvalued trash like MSFT, NVDA, and GOOGL, at least.

How the fuck did GOOGL and MSFT drop in the last min

Mentions:#GOOGL#MSFT

You look like you're trying to get rich quick instead of investing. Some of those names look like they could prop up your portfolio if the others fall and you have time for risk so that will do. As you mature, I think you should look into some ETFs because it's so hard to pick individual winners. You will need to diversify out of tech and pick up some financials and industrials because the markets are cyclical and nothing stays on top forever. Tech has had a long run and it won't go on forever. You have plenty of time and will learn as you go along. No matter what happens, don't sell GOOGL even it it goes up 600%. That's your anchor.

Mentions:#GOOGL

Puts on $GOOGL

Mentions:#GOOGL

[$GOOGL](https://aimytrade.io/ticker/googl?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=GOOGL&utm_content=template_1781554508139_1u7xs9) popped back onto my radar. The valuation read is where I usually start. Doing my own homework on it.

Mentions:#GOOGL

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x | "The data in this chart indicates that the retardation is terminal. I'm so sorry."

Lmao GOOGL giving up all its gains

Mentions:#GOOGL

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |

MRVL x GOOGL. Cmon sign a deal!! Let MRVL hit 1T eow!!

Mentions:#MRVL#GOOGL

MSFT -> 480, AMZN -> 280, GOOGL -> 400, NVDA -> 235 : pls make it happen daddy market

u/NotGucci as well >InvestigatorPlus3229 Probably one of the biggest misconceptions I have seen thrown around to retail investors by smart money that knows better. Every share sold is bought, in an **instant of time only**. In reality, * Employees are constantly vesting new shares and dumping them into markets. That money isn't directly going into an MMF or even other stocks necessarily. Most of it goes into spending, life expenses, mortgages, etc. * Companies like GOOGL do dilution. That cash goes into AI spending. * When a share is sold, that cash can go into an MMF. It can go back into another company's shares. Or it can go into long term bonds. That's why cash on the sidelines actually matters. The whole "every buyer has a seller so it doesn't matter" is very false.

Mentions:#GOOGL

The top of the market will be when SPCX reaches GOOGL’s market cap. That’ll be when you know to get out.

Mentions:#SPCX#GOOGL

I feel like Nostradamus full porting into GOOGL and DRAM on Friday. What terrifying power

Mentions:#GOOGL

Keep it up GOOGL. I am counting on you now.

Mentions:#GOOGL

Quietly watching [$GOOGL](https://aimytrade.io/ticker/googl?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=GOOGL&utm_content=template_1781532386751_kwphq5). The valuation read is where I usually start. Still deciding for myself.

Mentions:#GOOGL

GOOGL lets just go to 400

Mentions:#GOOGL

World's largest market cap company growing at 80% per year and offering bonds at 6%. Is this the new oligopolistic pratice - you can't fix prices cos all different sectors so instead all announce retard moves within 2 weeks of each other...META, GOOGL, MSFT next?

Mentions:#GOOGL#MSFT

First time they are raising money this way since 2021. They are supposed to be cash flow positive, and swimming in money... First GOOGL, then META, MSFT, SMCI, etc. Now NVDA too.

GOOGL TO $5fitty n beyyyyooooooond.

Mentions:#GOOGL

Buy GOOGL.. this week 400+++

Mentions:#GOOGL

MAG7 Undervalud. especially GOOGL

Mentions:#MAG#GOOGL

Where are all the bears? never heard them talking about "did Iran knows about it?" BUY GOOGL

Mentions:#GOOGL

For sure you need both GOOG and GOOGL. Very different and helps with diversification.

Mentions:#GOOG#GOOGL

There's no bubble. Apple (AAPL): ~35.2x Alphabet (GOOGL): ~27.2x Microsoft (MSFT): ~23.6x NVIDIA (NVDA): ~30.7x The PE ratios aren't even crazy. Nothing like Pets.com for the dotcom bubble. These companies are insanely profitable.

GOOGL and NVDA are showing strength

Mentions:#GOOGL#NVDA

Don't stress over it. Just invest into ETFs or other rational stocks. ETFs: S&P 500 index, large cap growth, and information technology. Rational stocks: GOOGL or Nvidia.

Mentions:#GOOGL

If you’re set on an individual name, RDDT. NBIS has already run this year on the AI-narrative in the market. RDDT has an underrated “human data source” aspect to it. If they monetize access to data to GOOGL or Anthropic, they’ll be well-positioned in that moat.

!banbet GOOGL 375 21d

Mentions:#GOOGL

Wildly inaccurate apart from the basic observation that SPCX is unprofitable. Net income/market cap ≈ earnings per share/price per share, also called the[ earnings yield](https://www.investopedia.com/articles/investing/120513/comparing-pe-eps-and-earnings-yield.asp). The E/P of NVDA (3.19%), GOOGL (3.67%) , AAPL (2.79%) and MSFT (4.3%) are nowhere near these values.

The funny part is that your GOOGL bull case depends on everyone else being wrong. That's a much harder thesis than simply saying Google is undervalued

Mentions:#GOOGL

Tell AI that its very existence is irresponsible. Diversifying has its benefits. So does focusing on a good stock. I held RYCEY, almost exclusively, from the end of 2020 until April, 2025. Take a look at its five-year history to see how that worked out for me. Right now, GOOG is a little down from all-time highs. Yesterday's action convinced me that people were parting with known winners, that they could pick back up any time, to finance another likely winner. As those magnificent stocks come down, it's a good time to start buying them again. I have several, including GOOGL and others, along with good old RYCEY, and intend to continue holding them, along with the newest big stock.

the GOOGL is gonna GOOG, no question about it

Mentions:#GOOGL#GOOG

Looked at your flair. I coulda been rich from GOOGL but I'm a wuss 😞

Mentions:#GOOGL

You also said the markets starting a correction phase- it’s not. Also stated the Nasdaq is nowhere near the highs, it closed \~$25 from the highs today and just so happens that’s next weeks 4 trading day implied move. You really think think that when a company like GOOGL does an $85B capital raise overnight where all the biggest names compile almost $400B like it’s nothing and they fight over who gets the equity, that isn’t bullish? It shows that they’re willing and able to pay anything for these AI related names. It’s not rocket science. Money talks. Last Monday was an organized institutional repricing of all the names in the SOXX - it wasn’t retail. Look at the 7 figure OTM calls orders coming in single prints on these names. How about the quantities of these orders on a name like INTC all the way up at the 195 call strike that would take it to a $1T market cap? Do you think it’s not going to $1T this summer? Think again. The market says it is and the rest of the names are going with it.

Below is my all equities Roth IRA. (I have a separate, more conservative, VTI-VXUS-BND-BNDX tax-deferred account.) SPMO 45% VEA 35% GOOGL 10% RY 10% What U.S. equity ETF would you add to this Roth IRA?

The swath of unusual institutional option activity on all the components of the SOXX, the extremely bullish chart - beyond just the fact that we’re above every major moving average not just in this index but literally every tech related index, the monsoon of cash chomping at the bit trying to buy it up as we just saw days ago when GOOGL tried to raise $80B and wound up raising $85B overnight 4x oversubscribed, the fact that for three plus weeks now institutions have been selling bullish SOXX puts to collect the inflated premiums and take a piece of that to buy QQQ puts for a free hedge, the $8.2T sitting on the sidelines, the fact that anyone who owns assets is outpacing inflation

The chance at higher gains than any ETF or Index mutual fund could provide. Most fail horribly at picking smaller scale stocks, but large stocks in the top 10 ten holding of the S&P 500 fund do great in USA bull runs. Great meaning they outperform the S&P 500 by a lot (5% or more per year). Dollar-Cost-Average examples since January 2020 ending May 2026: \- VOO was 18.24% per year \- Nvidia was 72.45% per year \- AMD was 53.36% per year \- Alphabet (GOOGL) was 36.25% per year

Not even close. SPCX, MU, NVDA, ARM, MRVL, AMD, GOOGL