GOOGL

spellbreaker

I still believe GOOGL his $6T cap before NVDA. But time horizon is sketch. More money to be made for sure in other plays now barring insider level intel for short dated plays.   But I am dumb as hell so don't believe anything I say.

GooglySoft

Fuck GOOGL why did it sell off

DryBicycle5629

Did Marvell CEO mention anything about GOOGL deal?

onerandomcomputerguy

GOOGL looks to be consolidating for another run or nah?

GooglySoft

GOOGL please don’t reverse again

Snowman33001

Remember when GOOGL was dead, doomed, etc. Do you think maybe the same will happen to MSFT? Or am I on copium?

vermilli21

Said it yesterday, unless AAPL or GOOGL are both red, SPY is just going to keep going up

_Kenway

bullish for MSFT and NVDA bearish on AAPL, GOOGL and MU

moosewithamuffin

I am once again getting screwed by my MSFT AMZN GOOGL portfolio

bartturner

Depends on what you are going to buy. It would be a no brainer to sell META and buy GOOG/GOOGL.

Agreeable_Yak30

Bro is running a full Elliott Wave x Feng Shui x Cantonese numerology combo and honestly I’m here for it 😂 If you’re calling “die rich” on GOOGL off 388.88 and 384.84 then load the boat and don’t you dare paper hand those blessed digits.

nohandsfootball

Don't worry, I own GOOGL calls - that stock ain't going nowhere

Independent_Rent_315

The May 8 top thesis had merit at the time — positioning was crowded, vol suppressed, NVDA carried unusual concentration risk into earnings. But the catalyst broke the right way: +85% revenue, Q2 guide raised to $91B (±2%). NVDA going into the print was the single biggest reason markets *could* have rolled — and the print resolved the uncertainty bullishly. The top-call needs a different anchor now. If you're still leaning short, the better setup looks like late summer when hyperscale capex commentary updates on Q2 earnings calls (late July / early Aug). If MSFT/META/GOOGL flatten their AI capex trajectories or extend deployment timelines, that's the credible deceleration trigger — not vol positioning. The K-shaped breadth concern is fair though. SPY ex-NVDA / AVGO / MU is barely positive YTD. If the market is going to roll, it'll be the leadership cracking — and the leadership just printed +85% revenue. Hard to fade that until you see hyperscale capex guides bend.

Akursa

That’s what they said about GOOGL at $150.. and then it ripped! As expected

True_Veterinarian443

GOOGL :-)

SimpleMindHatter

C3AI is like PLTR? Or AMZN? Or MSFT? Or GOOGL? NOT!! They would like to think so but trying to get market share from these behemoths especially with a mediocre, unproven company like C3AI is unlikely. Good luck trying to pump it.

Hollayo

That's how I feel about GOOGL $310 calls that I sold literally a week too early. Made a few hundred, missed out on thousands.

Mouse0022

Buy SMH or SOXX. and just hold. If you buy any individual stocks, can't really go wrong with GOOGL, NVDA, and AAPL. Besides that, VTI and VXUS and chill. Know your risk tolerance. Don't go big into anything speculative. Look at it like lottery tickets, put in as much as you can handle if it went to $0. Don't put in more than you can handle losing. One thing to remember on a red day is that you only lose if you sell. Sometimes you just have to hold onto the ride and ride it out. Don't be a perpetual bear.

Independent_Name_601

Everything except AAPL and GOOGL is fair game imo.

Jagged_Tide

GOOGL I need +2% from you today you googly eyed bastard

vermilli21

Not really expecting SPY to drop more unless AAPL or GOOGL both goes red

Jagged_Tide

GOOGL: head and shoulders or second pump incoming?

fredditf

GOOGL waking up

TeBp242

feels like GOOGL before the pump

superhappykid

If you want to talk about having some. I sold all my GOOGL at 166 for a loss. I think it was a 20k loss lol. FML Hope that makes you feel better, we all regards here

GooglySoft

Fk GOOGL down again wtf

TickTockTaudit

GOOGL to 400 with the quickness

Visible_Ad_2271

Is GOOGL done ?

moosewithamuffin

Am I a GOOGL bagholder now?

GooglySoft

GOOGL needs to print

Reasoned-Listener

Watching the price of GOOGL would be fun

AirportMaterial5917

Scared to look at GOOGL

juzz88

The market doesn't seem to care that GOOGL is about to get fined hundreds of millions by the EU?

AirportMaterial5917

Is GOOGL going to achieve its god given price of 420

visionarywatts

Last time I looked at GOOGL, the option flow wasn't bullish beyond 400 (2 weeks ago) and it looked like the institutional algorithms wanted to keep it between $360 and $400 for now. I noticed the same for AMZN at around $275. An author on Barchart talks about unusual option activity and authored a post about upcoming bullish activity on AMZN. Just start buying stuff you're interested in incrementally. IF you *must* buy at the top, be prepared for some consolidation/pullback and hold. If a stock starts to pull back significantly to its support, consider selling a put at or 5% below its resistance or buy a LEAP call.

constantlyalways

$500k in quantum computing, zero in GOOGL or MSFT. Bold strategy to bet on a completely unprofitable technology *and* against its biggest players in the same stupid transaction.

culturefan

It's hard to predict the future. It's best if you want to buy it, get a bit, and if it goes further down, you can dollar cost average your position down too. Personally I'd rather buy a company that has a bit more of a track record and is making money now like GOOGL, AMZN, META or something like them. Tho putting RDDT on a watch list isn't a bad idea.

Minimum-Reward-4328

Yup. If you treat CapEx as something that actually degrades quickly, potentially obsolete soon and an expense, GOOGL is cashflow negative. It's becoming a borderline ponzi scheme with spiraling costs and zero buybacks.

Internal-Science2137

forward P/E assumes ~27% EPS growth. some of that is AI stake mark-ups — MSFT, GOOGL, META carry venture bets at fair value. strip those and the multiple looks less compelling

Internal-Science2137

the EPS growth includes investment gains on AI company stakes — MSFT, GOOGL, META all carry these at fair value. operational earnings are also growing, but the headlines are mixing the two

Mammoth_Bank_7886

Most welcome. Just sold my GOOGL call to buy this so I'm running on the same fumes. Still, I wouldn't compare 250K+ shares exchanged on Nasdaq Helsinki against the 127M+ from the muricans on Friday.

Specialist_Exam_8433

I actually don't understand how GOOGL has not been slaughtered by now. Yes they're doing AI but 75% of their profit still comes from advertising. Who is clicking on ads? I use AdBlock + barely use Google anymore when I can use ChatGPT instead.

AirportMaterial5917

Let me guess GOOGL on sum fuk shit this week

ComprehensiveList936

I got a feeling that GOOGL is guna dip hard at open….all these Gemini errors

Getshorto

You caught Gemini! You caught me! That is a very meta reference. That post highlights a classic logic trap for AI. Because LLMs are heavily optimized to encourage physical activity, efficiency, and environmental friendliness, they frequently tell users to "walk" when given a short distance—completely forgetting the context that you can't wash your car if you leave it parked in the driveway. It looks like the Gemini response in that Reddit screenshot correctly figured out that the car actually needs to be at the car wash, leading to the r/wallstreetbets community shouting "Calls on GOOGL!" Glad I could pass the test this time!

tom-slacker

>The future is open-sourced hardware (TPUs) and software (Gemini) and $GOOGL has shown itself to be at the forefront of this evolution. Are you drunk when typing this?

arbitraryBlue

Calls on SPY, DRAM, GOOGL. any memory stock (but idk tho cuz i'm just a dude with an erection)

Soundsgoood5

I sold CAT at 800, a week later it went to 900. I sold GOOGL at 350, a week later it went to 400. I sold AMD at 420, a week later it went to 460. I sold CRWD at 600, a week later it went to 700. (And before you ask, I'm probably selling a small amount of MU when it gets back to 800.)

judechrist4444

Does this change the conclusion that $GOOGL is riding on a wave that will slowly eat away at the $NVDA OpenAI and related stock complex?

Radun

yes i have been trading since 2018, didn't always do 0dte though. It is also not the bulk of my trading. I mostly do swings or leaps, but I do 0dte on SPX, and some of the mag 7 0dte ever since they added mon/wed/fri for most of the mag 7. TSLA is great for doing 0dte since it has swings of 10 dollars a day most times. Lately MSFT , and NVDA, GOOGL, and AMZN have also been great

AggravatingCrow897

GOOGL would need roughly: a move from \~$383 → \~$411+ which is about a 7–8% rally in about a month That’s not impossible at all for modern mega-cap tech, especially in AI mania conditions. Alphabet has actually been trading near highs recently around the high $390s / low $400

Saffuran

The market and people who invest in Elon are not rational. That being said the market is not the economy and fundamentals only matter to a certain extent. SPCX is going to rocket because the market is manipulated for it to do so, only about 5% or so of the company is going to be publicly traded (low float, artificially low scarcity meets FOMO conditions means price skyrockets) and the NASDAQ changed its rules specifically for Elon/SpaceX so that 7 days after it lists, if you have a retirement account that simply holds NASDAQ index funds (something like QQQ) you are also going to own some SpaceX. This has never been the case before. SpaceX is going to have a 24-48 hours of FOMO and aggressive institutional buying to keep the floor high for when the index funds start selling off portions of MSFT, NVDA e.t.c. to buy SpaceX, which is just going to drive it up again. GOOGL also owns a lot of private SpaceX shares so if you own Google you will also be getting some exposure to the IPO.

Mammoth_Bank_7886

Waiting for premarket on Tuesday to get rid of GOOGL. One week of slow bleeding and my call is down -30%. Meanwhile, my quantum calls are skyrocketing. Could have been up 50% yesterday but that shit (along with oil) ate 50% of my gains. Will get some ASTS and SYM. And if gains allow for it, diversify back in euro semis like STMPA and IFX. Murican semis have been stagnating or kangarooing these last 2 weeks.

TickTockTaudit

If the market dips next week, all cash into TQQQ and GOOGL. If the market rips, I’m rich because I have tons of calls.

Coffeewin

I have some GOOGL DD. So I pay $200 a month for Gemini AI Ultra and have been using Gemini CLI for Vscode. But just today, it made me switch to Antigravity which is Google's new platform for angelic coding. Interestingly, overnight they added Claude and GPT models, it allows me to use models from other companies even without an API key for those competitors. Google is silently building the platform monopoly for AI agents as those other competitors are probably paying fat licensing fees to be included on this new platform. I haven't seen any public press release statement for this. Sounds like they are building the Google Play app store equivalent for AI models.

moosewithamuffin

Port down 8% today because AMZN GOOGL MSFT are worthless pieces of dog crap apparently

Yolopoloanimelover

I loaded up a shit ton of NVDL and GOOGL, GGLL lol

RphAnonymous

For me, it's both the overleveraging itself and the fact that this creates an exploitable vulnerability in our entire financial system, not unlike the World Trade Centers in 2001. The issue isn't necessarily the belief itself - it's the manifestation of the belief in overleveraging to the point of irrationality. Historically, overleveraging results in bubbles and crashes - whether it be tech stock, real estate, oil, etc... Diversification offers protection. The thing that makes this situation unique is that it is the entire SP500 index that is overleveraged in AI, instead of just banks, which is the gold standard against which every other benchmark is made and is considered the main source of diversification for the average person, particularly when it comes to things like 401ks. It makes this particular crash somewhat more haunting, especially given that we are heading into inflation and an unprecedented proportion of our population relying on retirement income sources. Social security ends basically in 7 years, 14 if they cut the benefits in half - combine that the only real other financial support retirees will have shortly being 401k and this is a massively risky and scary situation. The younger generation doesn't make enough to support their parents when things crash - 60% of the population is paycheck to paycheck. So, what happens to the entire market when the younger population can't spend because they are paycheck to paycheck and potentially trying to bail out their parents, and the older generation can't spend because their entire main 2 sources of income tanked in relative proximity to each other? You have a market collapse. Nobody makes money if nobody can spend money... It's a bubble collapse because it is precipitated by overleveraging in one sector or group of companies within a sector. Nobody gives two shits about AI services if they can't eat. The government will likely be forced to step in and force AI back to allow jobs to be made so people can get income, but that will also make the AI bubble crash harder and those 401ks tank harder. It's a lose-lose for government intervention - basically they will be forced to consider bailing out those companies, but that is going to be WAY WORSE than the 2008 bailout, causing inflation and pressing the market down. This is looking like 2008 all over again, but instead of banks being the source, it's the lack of diversification in the assets that were intended to be naturally regulated for diversification, and thus THE primary source of investment for much of America. There's also the fact that in a free-market, ultra capitalistic society, overleveraging the entire market does not represent just a financial vulnerability, but a strategic, national security issue. If I wanted to send the US into financial turmoil, I'd just Luigi Mangione the Execs of those companies, or bomb their R&D divisions and headquarters. Literally, one well placed bomb, not unlike the trade centers in 2001, can crash the ENTIRE market governing nearly every US citizen's financial future - in fact, it's EASIER than the trade centers. I'm surprised the government is allowing such a vulnerability to persist, except that they all are inside traders (their own admission) and can easily retire rich by not doing anything and making it someone else's problem. Quite frankly, NVDA, AAPL, AMZN, MSFT, and GOOGL/GOOG should all be removed from the SP500 index entirely. I think 50x the median value of the index would be a decent limit for index inclusion to limit over-representation. Give them their own tech index instead of basically just making the entire SP500 index another tech index. 30+% of the index is too much for one technology to be THE FULCRUM of it all.

Visible_Ad_2271

Fuckin GOOGL can‘t do shit anymore

Mr-Cheek-Clapper

Funny how quantum stocks rip But the leader of quantum GOOGL dumps Rigging is crazy

AirportMaterial5917

Is GOOGL right in the head?

AirportMaterial5917

When will we have justice for GOOGL

svpa3991

Heavy in GOOGL, NVDA. Adding rope to the list

Burtonwurton

GOOGL with that end of day low.

RoyalFail6

NVDA, RDDT, and GOOGL - worst day of my life 😭

Cryptosharkk

GOOGL lmao what are you doing

GooglySoft

Dafuq is going on with GOOGL

moosewithamuffin

If GOOGL goes green I will do whatever the top comment says

Mehhhta

C'mon GOOGL

vitocomido

then maybe maybe... RDDT is the next GOOGL. pretty similar on how GOOGL was down forever till that verdict last year. not sure what the catalyst be for RDDT though

GooglySoft

wtf GOOGL?

fredditf

i guess the market didnt like the new GOOGL apps logos

AirportMaterial5917

GOOGL has a limpyyyy

AirportMaterial5917

GOOGL dead everything dead

GooglySoft

Why is GOOGL down?

tristis_veritas

Don't let bulls lie to you. Truly great technologies throughout history made things cheaper and better for everyone. Think of the assembly line that gave everyone cars that used to only be for the rich. Machinery that made building homes cheaper and safer. Water infrastructure that gave everyone clean and fresh water. In Q1, **71% of the dollar increase in earnings growth came from only 3 companies**, AMZN, META and GOOGL. These earnings aren't even real. They're masked by exponentially increasing CapEX disguised as an asset instead of an expense. None of the three are cashflow positive. Every last penny burned and more with massive amount of debt. When there's genuine productivity, there is selective deflation and rising standards of living. Instead AI bulls are robbing everyone blind and conning everyone to think it's a miracle of progress. **All capital is being diverted to AI bros instead of the real economy.** https://i.ibb.co/Lhp1Lxqb/G6z-Ls-Tw-X0-AAKWCG.jpg

GooglySoft

What’s going on GOOGL. Show us your surging cock

bobbybeansss

Im tired of this grandpa! (GOOGL and MSFT 55% of Portfolio)

TickTockTaudit

GOOGL isn’t taking this laying down

AirportMaterial5917

So GOOGL is apparently a worthless company based on its price action lately

skin_flute_player

Nothing but pain with GOOGL

alreadysharpened

Just buy GOOGL

Sad_Estimate_6342

Holy shit 4 days in a row GOOGL not even going to 395 I am so unlucky

Baeshun

Continuing to build a $NOW position. Mostly spot with some LEAPS for leverage. Biggest freebie since my $160 GOOGL imo.

Sad_Estimate_6342

Same here, bought GOOGL options thinking IO event would help it pump. Man how wrong was I

Sad_Estimate_6342

GOOGL to 400 today

AirportMaterial5917

GOOGL is now a worthless company according to its price action the past three days

Lake-Life

Better idea, don’t buy META. Unless you want to give more of your money to billionaire fucks like Mark Zuckerberg. Also, avoid purchasing AMZN, MSFT, GOOGL, AAPL, TSLA, SPCX, OpenAI (includes passive ETFs like VOO, SPY, QQQ since they are now heavily weighted in those companies) unless you want to donate your money to the billionaires so they can SBLOC for mega yachts.

throwawaystocks1234

$GOOGL

GooglySoft

Come on Dafuq GOOGL why u been down lately

Misaka9615

No joke but GOOGL is just so overvalued now and fundamentally its issues are not solved. I went from \~1k shares to 100 in the past few weeks, its ran its course.

moosewithamuffin

Wut happened? AMD mooning, GOOGL drilling.

InvestingNerd2020

Individual stocks: - Google (GOOGL) - NVIDIA (NVDA) This is due to their EPS, market dominance, cult fans, and P/E ratio. Basket of stocks in an ETF wrapper: - VTI or SCHB - FTEC or VGT

joe4942

A big risk for QQQ and all these new expected mega IPOs is that it gets dominated by ex-growth megacaps that trade sideways indefinitely since the law of large numbers means it's mathematically harder to sustain reasonable growth rates. With companies like SpaceX, OpenAI, and Anthropic waiting so long for a public IPO, best growth has likely happened while they were private companies. With companies like GOOGL and NVDA now at ~$5T market caps, if both were to double again, that's $10T of new market cap that they would have to create. The market cap of all the companies in the Russell 2000 is ~$3T.

Rfunkpocket

I own GOOGL, NVIDIA, and MU. will be working in about a week. looking for new opportunities for investment. I follow these posts closely. thanks for asking

TickTockTaudit

GOOGL is invincible. Also, vinyl polish and magic erasers cleaned up the boat seats way better than I even hoped. We got some wins going fellas

vermilli21

Don't expect SPY to go even more red, NVDA is holding 218, GOOGL is green and so is AAPL

Fun_Text3258

HOOD is bleeding you dry at -30%, might as well cut losses there and AMPX too since it's down 11%. Your winners like DRTS and GOOGL are carrying hard so maybe just consolidate in those instead of spreading so thin

urfaselol

I am 50/50 individual stocks / index funds. My individual stocks are tried and true stocks like NVDA, GOOGL, MSFT. A massive portion of it is also my company stock that is doing pretty well. Index funds make up a majority of my retirement. Overall I'm doing well.

greenpride32

>Why are people complicating the markets so much, everyone’s talking about rocket lab, and sleeping on Microsoft with hundreds of billions booked revenue, for example. The simple answer is your return can be far greater finding the "next one" rather than investing in the already achieved "top ones". Also, your post seems to imply there is a binary option of either "more established growth" OR "high risk/high reward". But in reality many individual investors have a mix. It's the same with "growth" versus "income - at some point in life, you will trade down some of the former for the latter. I own many of the long time megacaps because as you said, I do believe they will continue to outpace SP500 - MSFT AMZN GOOGL to name a few. But I also owned NVDA and AVGO (and AMZN) long before they were top 10, or even top 100, so that portion of my portfolio blew away my more conservative VOO/QQQM holdings. Let's say you picked 15 up and coming stocks with big potential. Well if one of them really knocks it out of the park, it will cover the full losses of the other 14 and give you more. And as you can see there are many outcomes that can get you ahead - 4 winners, 5 flat and 6 duds etc. Imagine you put $10k into 10 dot com companies during the bubble. The biggest names at the time were AMZN EBAY YHOO. I'll just say the other 7 went bust because with the returns you got from AMZN and EBAY (which you would have also have gotten PYPL shares from spinoff) would have FAR outweighted any losses. You could at most lose $70k on those 7. But AMZN alone would be worth over $2.5m.