GOOGL

Hour_Tie1533

Google'ın kuantum hesaplama tarafı 2026 için hala ticarileşme öncesi ama somut bir ivme var. IBM'in Nighthawk işlemcisini duyurması ve yıl sonuna kadar kuantum avantajı demosu hedeflemesi sektördeki rekabeti artırıyor. Bu gelişmeler, Google'ın bilançosuyla birleşince, potansiyelini daha net ortaya koyuyor. If you want the breakdown: [GOOGL MoonshotScore](https://stockexpertai.com/stock/googl)

silentdriver78

My whole thesis on this AI frenzy has been to try not to waste time and capital picking the biggest upside/moonshot start-up and just pick the big dog with the infrastructure and leadership to do it right. My pick is GOOGL.

trentcoolyak

Did you read the post at all? They have completely sold out their capacity they had planned, so they're raising more money to build even more. Also "AI loses money so far" is an incredibly oversimplified take. *Who* loses money on AI? The people selling compute are making money (GOOGL, AMZN, MSFT, neoclouds), the people selling chips are making money, the only players clearly losing are arguably the high end model providers like OpenAI. Google has stated many times they run Gemini profitably. Did you look at the absurd cloud growth google reported that made their stock jump 10% overnight? What would you think drove that growth? Everyone is extremely starved for online GPUs and TPUs, and Google has the most in the world and wants to keep it that way

jvaritek33c

Fair, the votes exist, I overstated it. But Class B founder supervoting means A-share votes don't swing anything either. So as a retail holder my vote is worth \~0 regardless, and I'd rather not pay the GOOGL premium for it. For a thesis on the *business*, the cash flows are identical. That's my point.

kds0321

Inflation is sky high, nobody wants to hold cash. Gold is coming down and money reinvested in the market. There's plenty of losers in the market, money is shifting to stocks that have potential. Chips are sold out, thats real. AI and Cloud datacenters are at capacity, that's real. If MSFT and AMZN and GOOGL want to continue to sell Azure and AWS and Claude and CoPilot and Grok and ChatGBT, they need to continue to scale out, and Processors, RAM and Storage manufacturers can't scale foundries quickly enough to meet demand. Period. Its a bull run, but the fat lady isn't anywhere near the stage to start singing yet.

One_Opportunity9167

Potential Problem: Space-X is added to the SP500 Index, and since many 401k's have the SP500 as their main (or one of the main) US stock funds available, if it's overvalued, then its eventual drop will affect the SP500 and the funds that track it. Right now the ten largest stocks make up these percents of the SP500 Index (because it's cap-weighted): |Rank|Ticker|Company|Weight|Price/Share| |:-|:-|:-|:-|:-| |1|NVDA|NVIDIA Corp|7.88%|$224.36| |2|AAPL|Apple Inc|6.52%|$306.31| |3|MSFT|Microsoft Corp|4.96%|$460.52| |4|AMZN|[Amazon.com](http://Amazon.com) Inc|4.08%|$261.26| |5|GOOGL|Alphabet Inc|3.41%|$376.37| |6|GOOG|Alphabet Inc|3.17%|$372.58| |7|AVGO|Broadcom Inc|3.16%|$459.97| |8|TSLA|Tesla Inc|2.26%|$415.88| |9|META|Meta Platforms Inc|2.21%|$600.47| |10|MU|Micron Technology Inc|1.69%|$1035.50| Potential solution: In your IRA or Roth IRA, buy RSP. This fund is all the stocks of the SP500, but all equally weighted. Or, if your 401k has other fund options, include those. Or, realize that Space-X won't be that large of a proportion of the SP500 and don't sweat it. I mean, Long Term Capital Management was a tiny company, but they crashed THE WHOLE WORLD'S ECONOMIES back in 1998. The bad government of your state or county will have a lot bigger effect on your life than Space-X stock.

jvaritek33c

The only difference between GOOG and GOOGL is voting rights. It makes no difference which you buy for a thesis

The-Big-Picture-

The real answer is that it all depends on your time horizon. The answer would be different if you were planning to retire in 5 years vs 20 years. They say the biggest issue retail investors have is not letting their runners run enough (which is why people that never check their accounts or die perform better). On the other hand, taking profits is an important part of switching from growing wealth to maintaining it. I'm holding long so I'm letting my biggest fliers fly (MU, AMD and GOOGL). Maybe it'll pop tomorrow but hopefully 15 years from now it won't matter.

TraviiC

Day 2 of fuck you GOOGL

SumGreenD41

Always a good time to buy GOOGL imo

Normal-Phase-1252

We have GOOGL doing an $80B equity raise and GME approving a $2B share buyback what is this timeline

Normal-Phase-1252

GOOGL doing an $80B equity raise, whereas GME approved a $2B discretionary share buyback program what cursed timeline is this

Urbanite72

GOOGL on the next dip

Visible_Ad_2271

PANW pumpin after shit earnings after already being overvalued while fairly valued big tech stocks keep dropping ever day. I‘m so over this shit. Just know if we get a bubble pop it won‘t be because of GOOGL and co, if anything they are undervalued.

Fhyzikz

In just 16 days, I will be the proud owner of 100 shares of GOOGL @ 365

No-Bluebird-7326

the GOOGL rebound will be glorious

Coffeewin

MSFT, NVDA, AMZN, GOOGL, META, NFLX, and entire SaaS sector all red while AAPL and semis keeping QQQ green 🤣

RobertClarks

A 10% pullback in a company like Google used to be called Tuesday. The funny thing is people love buying growth stocks after they're up 50%, then get nervous when they're down 10%. Could it go lower? Absolutely. But if your thesis is that Google remains one of the most dominant businesses on earth with billions of users, mountains of cash, and a leading position in AI, then a correction is usually when you should be paying more attention, not less. Personally, I like owning dominant companies whether it's GOOGL itself or through something like MPLY. Picking the exact winner of every trend is hard. Owning the companies that consistently win is a much simpler game.

BuyMeaSalad

For safety with growth? You’ll want GARP names. Growth at a Reasonable price. People are shilling some names in here that are trading at far too high of a valuation to be deemed safe in any way shape or form. Some good GARP stocks would be: GOOGL, AMZN, NVDA, AVGO, META, MSFT. Don’t overthink it. If you want safety and stability while sacrificing some of the more explosive growth, these are the type of names you’ll want to be in

zerefdragneel1314

Here's the list of things you get before Christmas. Meta - $600, MSFT - $450, GOOGL - $300, AVGO - $500, NVDA - $250

Aromatic-Ad-6244

Alright Santa Claus. Here's the list of things I want before Christmas. Meta - $750, MSFT - $550, GOOGL - $450, AVGO - $600, NVDA - $300

letscheckthe-guh

GOOGL on sale today

DevinBookersKobes

fucking 26% move priced evenly in either direction, will probably end up going down 10% or some shit. Most idiots here buying calls though. Premiums are insane. Huge GOOGL backlogs sorta priced in already, but could def still make a decent move up if they beat and have more good guidance though, I just have a bad feeling about it.

TickTockTaudit

Hate to say it. Bought defensive puts. This price action on NVDA and GOOGL is spooky. Back on the call tomorrow if we look ok

weewoowewoooo

What the fuck is GOOGL doing? Lmfao dog shit

ifyoureadthisurfat

GOOGL calls before close or at opening?

moremarshmellows

I have made a decent amount on AMD and AMAT and GOOGL this year but no calls or options, just invested when they were still relatively cheap. That plus stocks rallying up in general has made me 120k this year so far, not rich but trying to stay the course and buy things when low and not panic sell when things get shaky.

Top-Meaning2626

GOOGL is IPOing

quokkasage

GOOGL solid fundamentals for the long term. Buy and hold.

TranzitBusRouteB

why would u trade GOOGL the day after announcing $80 billion in new shares, obviously there’s gonna be some downside short term

Burtonwurton

I have BA, GOOGL and NFLX. Literally a true retards port.

mtnrnnr802

GOOGL will unfortunately see mid 350s before 400 again

Deepradioo

Imagine not having GOOGL in your portfolio

Wide-Contribution-29

Sell MSFT for MRVL? I can’t believe it’s getting trashed more than GOOGL after their share dilution. Ridiculous. 

mtnrnnr802

It’s making a run similar to GOOGL last year

big-baller-47

GOOGL going limp now 🫩

DryBicycle5629

MSFT down more than GOOGL on their capital raise news, make it make sense 💀

Maddturtle

Aths change all the time especially for growth stocks which I still feel weird saying for a company as large as google. I wouldn’t use ATH as the main measure if you should buy GOOGL.

Burtonwurton

Wrong way GOOGL

slxsher_ex

GOOGL ends green

Burtonwurton

This morning I was beyond fucked with my GOOGL positions...right now, I am just really fucked.

Burtonwurton

Fuck I really paper bitch hand GOOGL calls I bought when it was at $360. Sold that shit when GOOGL was at 366. Full of regrets.

GooglySoft

If GOOGL turns green by EOD I will pop my balls

onerandomcomputerguy

GOOGL: "what dip?"

rcarmas

GOOGL a good buy on the recent 10% pullback? Berkshire investing.

letscheckthe-guh

GOOGL finally ripping after the past few days

minin71

Dont worry.  Reddit is bearish on AI but Bullish on Google.  Im sure they will figure it out.  That said $GOOGL will continue to be a great stock to buy. 

No-Bluebird-7326

fuck it, GOOGL calls

Taraih

So GOOGL announces share dilution and MSFT dumps more than GOOGL? fk off

Burtonwurton

Damn paperhanded my GOOGL position I opened near the low. Given how hard it dropped, didn't trust the pump back up. Still gains are gains.

ballmode

If you didn't buy the GOOGL dip what's wrong with you

Significant_Speed854

GOOGL calls were such the easy play today

AlpacaDream7

why was GOOGL even at 360 anyway lmao

AlmostAsianJim

$GOOGL raises funds, $MSFT dives in sympathy but deeper. Wtf.

CMDR_Shepard96

Can we go back to pumping GOOGL & Software? Watching my port go -25% in a single day fucken sucks

Aromatic-Ad-6244

Got GOOGL calls 4 months out. Hoping for a bounce back to the 390s if not 420s by then.

AccountOfMyAncestors

GOOGL is like 50% of my port lol, with low cost basis $200, all shares. Wondering if it's worth converting 25-50% of it into LEAPs now. Would eat long term cap gains though.

Visible_Ad_2271

Berkshire got their GOOGL shares for cheap at 350 so we should bounce here soon.

CMDR_Shepard96

GOOGL & SAP ruining my day..

Candid_Payment_4094

LMAO GOOGL due for delisting

iamakarathereisaplac

Maybe GOOGL 🤔

weewoowewoooo

GOOGL such a piece of fucking shit lmfao what a fucking dumb move

Visible_Ad_2271

People never learn with GOOGL - you just buy, hold and laugh about the clowns that sold eventually

TickTockTaudit

Buying 1DTE QQQ calls and GOOGL leaps around noon.

GooglySoft

U think Berkshire didnt do the work before subscribing to the issuance? These guys all signed NDAs to receive MNPI to have the privilege of participating in these private placement rounds. They have good visibility on GOOGL’s pipeline and hence are anchoring the issuance

FanHeiBai

Do 351-352 instead, it fills the gap and Berkshire paid 351.81 for GOOGL.

ModsBob4Knobs

So GOOGL shows pp to the whole class and teacher hits MSFT pp with the ruler? What the fuck is that 😭

Burtonwurton

Oh it does get worse for GOOGL lol. Fuck me man

GooglySoft

The last time GOOGL popped on first quarter earnings, it went to to sell off big time. We are seeing this play out again

Burtonwurton

Balls deep in GOOGL calls and shares last Friday. Monday GOOGL announced dilution. FUCK!

arbitraryBlue

If GOOGL hits 350, I'm buying calls

Parish87

Hopefully the SPCE and COIN puts I bought offset some of the assfucking my AMZN, PLTR, GOOGL and SOFI calls are gonna get today.

TickTockTaudit

Everyone is using their GOOGL money to buy everything else

__nameless____

GOOGL cool again or we continue to dump?

CMDR_Shepard96

Going long calls on GOOGL at $400 wasn't the best idea apparently 😩

Working-Active

I've been using my AVGO dividends to buy GOOGL. I'll keep my AVGO position at least until 2030 and then will look at selling part for diversification.

Visible_Ad_2271

How tf is GOOGL back to 365 and Amazon back to 256 while AVGO is at 488 and all the other shit stocks are overvalued as well ?

Redsirr

GOOGL absolutely got me fkd up

danonino80

The Berkshire $10B private placement is the signal hidden in this announcement. Buffett does not do tech without a moat thesis. He skipped Microsoft, Google, Amazon for two decades. Now he is putting $10B in at an average of around $350 per share. That implies he sees Search + YouTube + Cloud as a triple moat structure at current valuation. Whatever you think of GOOGL fundamentally, that addition is going to anchor every long-term thesis on this stock for the next year. The other piece worth flagging is the capex. $180 to 190B in 2026 with "significantly increase" in 2027 means we are heading into a year where the top three hyperscalers will collectively spend more on AI infrastructure than the GDP of most countries. Either this pays off and reshapes the economy, or several of them blow up. There is no middle.

Diokneesus

Bro just buy NVDA, GOOGL, SMH, and SOXX. You can still sleep at night.

Rfunkpocket

GOOGL has been an enigma

GooglySoft

wtf GOOGL?

luis-barata

Dilution and capex fight each other in the short term. The real question isn't positive or negative, it's whether the $80B compounds at a higher rate than the cost of the equity they're issuing. More shares means lower EPS until the new investments start generating cash flow. The signal worth reading is the inverse of a buyback. Companies issue equity when they think their stock is fairly or richly priced relative to the opportunity, not when they think it's cheap. So whether this is bullish or bearish depends on whether you trust their AI capex roadmap more than you trust the average dollar of GOOGL trading at today's price.

Redsirr

Any chance of a GOOGL pump tomorrow? 🧐

A55BAG

NVDA issued 80b in stock buybacks GOOGL issued 80b equity offering. Follow the money 😉

met_art

Usually I ignore short dated option too, but recent experience with announcements during conferences has been quite good. I made money on GOOGL and SPOT.

Jack-knife-96

As I'm at retirement I'm selling some now overweight issues like MSFT Amazon GOOGL for a diversified play FTEC.

Capable-Stretch-9346

Boy I sure hope my GOOGL shares don’t get diluted *meanwhile at the GOOGL shares diluting factory*

Little-Revolution650

AMZN, GOOGL, NVDA, KO, CAKE, EME, are some that come to mind. While there’s no way of knowing the future and no stock is truly ‘safe’, broad exposure from index funds, dividend funds, and ETFs are the most stable path toward wealth.

ZYHUA

GOOGL is diluting shares to fund CapEx. ELI5 for regards in the chat, GOOGL pressed the SELL button on their own shares. They think it's too high.

Fhyzikz

It's not as bad as it seems though. Anything 375 and under is a buy for GOOGL. It's a 4.5t company. 80b is 1.7% lol

GooglySoft

What’s with this massive sell off in GOOGL?

CarrierAreArrived

I'm referring to the AI bubble in specific. People have been talking about it non-stop the past year, even as NVDA had record after record earnings and still sold off like 25% from its peak during that time. META/MSFT were down like 30-35% from their peaks, also both with amazing earnings, AMZN was in the doldrums most of that time too. Only GOOGL was spared probably due to the fact it owns its whole stack.

onerandomcomputerguy

Yeah but 10-15% is in the cards because GOOGL is a 4T company and went 10%

DramaticDirection292

If GOOGL is selling at these prices, they have to believe we’re near a top

Cav829

Sure: 1) I start in the evening by trying to identify macro market trends: what sectors are in favor, what aren't, what is the likely performance of the market today, what's the VIX at, etc. So for example, right now it's heavily software and to some degree chips, energy, and hardware, though that trade is rapidly drying up. On the other hand, finance, utilities, and most things touching the consumer are out of favor. So I don't want to generally be day trading utilities for example. 2) I try to classify what looks interesting based on what type of trade I'm trying to make. It's very different if I'm going long on something versus I'm try to day trade something or swing trade it over a span of a few days tops. 3) Based on the first two, I stop making a list of stocks that are interesting. Like right now, I'm watching everything from the obvious stuff like MSFT and GOOGL to PATH and SOUN for potential short squeeze plays on software stocks to GEV and PWR which are on the decline 4) I make notes of how the charts look on each of these and start making a list of price levels. Like three days ago, SOFI looked amazing to me. I day traded it (I think I sold at $19.20, so not quite the top) and put it back on the watchlist if it should fall toward $17. On the other hand, somethin I like going long on I'll start coming up with a DCA plan. So Microsoft for example I'm willing to add shares DCAing back toward $430 right now while taking profits on some of what I've already bought. 5) In the morning, I listen to a few different youtubers and podcasts especially in the morning to try to keep up with any developments while I have my breakfast. Trade Brigade on Youtube is one I highly recommend as he does an 8-9 full breakdown of the market by technical levels. 6) Last thing I've tried to incorporate lately: I check the options market. For example, GEV had an interesting chart this week showing it coming into technical support. Then I looked at how many puts were out there and decided it likely would see further downside. Final notes: I will ultimately day trade most anything if I think the setup looks good (I day traded Quantum stocks 8 different times the last three weeks, but I don't particularly love them). If I'm going long on a company, I will do a lot more research to fully understand their situation. Also, you don't have to like go crazy becoming a technical trader to look over the charts in my view. I'm not sitting here staring at 15-minute candles or anything that wild. Last thing, day trading needs volume and volatility. It requires typically you to be in at 8 and often out by 10, though sometimes you can stick around all day. I sat on Microsoft all day until I finally maxed my profits at almost 3:15 I think it was. Missed out on that $470 overnight sadly.

FeverTreeCloud

Looked at all the stocks I missed out on in the past year So asked Gemini how I can travel back in time and basically told me to get lost TLDR: Puts on GOOGL 😤

Jadedtrader33

Why is GOOGL doing a $80B offering like some broke small cap meme stock? https://preview.redd.it/zy3uueaj5r4h1.jpeg?width=1284&format=pjpg&auto=webp&s=fd6311f980313c1e47785e55fd2342ee57533e60

onerandomcomputerguy

Yeah I got hella burned by GOOGL

onerandomcomputerguy

Hmm I have a GOOGL 21 Aug 435c that is going to be down 30% at open. Trying to think if I should pop smoke