GOOGL

GooglySoft

What’s with the AH drop in GOOGL

the-ai-scientist

Interesting day — NVDA down ~3% on blowout earnings is the classic sell-the-news setup, but the underlying story is intact. The OpenAI 10B funding round closing today with Amazon at 0B and NVDA at 0B is a direct vote of confidence in the AI infrastructure buildout continuing. The names holding flat while everything else sold off (GOOGL, AMZN) are worth watching going into next week. Relative strength during broad selloffs tends to lead on the bounce. SOFI -7% is worth keeping an eye on too — that move looks outsized relative to any specific catalyst, which sometimes means institutional repositioning rather than fundamental news.

ch0c0l8cake

Just look at GOOGL and PLTR stock

Ancient-Purpose99

MSFT and GOOGL looks like the most obvious beneficiaries here, I'd lean towards MSFT because OpenAI has a better agentic harness.

CarrierAreArrived

What are you googling? That's my question dude lol. I looked up GOOGL/META/AMZN and their AI spend to income/cash ratio is way different than what you stated (GOOGL was by far the healthiest). What companies are you even looking up?

Parunreborn

GOOGL and META absolute monster last 15min

Happy-Champion1661

jfc GOOGL 310c from $1 to $250

GoProVI

GOOGL trying its best to pull my port up to the line 🥲

fredditf

GOOGL baby

saw-it

Need APPL to do whatever GOOGL just did

SonnyDunDun

GOOGL plz stop shitting yourself

SonnyDunDun

C’mon GOOGL, push it

RockCultural4075

Send GOOGL to 312 Alr

saw-it

GOOGL with the patented pump and dump

tommyboy441

Keep going up GOOGL

Franksterge0815

Babe wake up, GOOGL is green

Happy_Discussion_536

GOOGL standing tall in a sea of red.

fredditf

GOOGL, a diamond in the sea of shit

tommyboy441

GOOGL face ripper (up) at open pleaseeeeeeeeee

spellbreaker

AMZN agree, GOOGL was unbelievably undervalued and I'd be surprised if it drops down to that level again

ideletedmyaccount04

Ok boys remember Select stock options now expire three days a week. Introducing Monday and Wednesday expirations—unlocking more days to drive your options strategies. The first of these options will expire on Monday, February 2nd. Available for: TSLA, NVDA, AAPL, IBIT, AMZN, META, AVGO, GOOGL, and MSF

Glittering_Water3645

No one is consider GOOGL a bargain at PE 29. It was a bargain below PE 20 in the spring. Price/sales is irrelevant. You are totally ignoring margins by looking at price/sales.

Good_Ride_2508

This is the way I do (me too techy): I list my tech favorites (like GOOGL, MSFT, AMZN, PLTR, AAPL) and started buying token shares (less than 5). Whenever, each stock goes down 2%-5%, I try to DCA until each stock is allocated to $20000. I do not sell them if they drop/grow in value. This is buy/dca/hold investment side. Rest of the money, I trade in leveraged stocks to add more money to my account.

ticklearmaris

GOOGL call is a good idea now?

AccountOfMyAncestors

I reeeeeeally really hope I don't regret being overweight GOOGL until the long term cap gains date hits

Artistic-Contact-270

Ok pal, hopefully GOOGL Msft aapl nflx sbux disney etc save you from evil corporate overlords

greenpride32

AI is being baked into many products and services - you probably just don't realize it. I think the large majority of people think of AI as mostly generative and physical AI that they are interactly with directly. But that's just a small subset really. Some of the oldest examples of AI are MSFT using it to detect potentially fraudulent logins (based on such criteria as location, time of day and historical pattners) and V and AXP using it to detect potentially fraudulent credit card usage (based on criteria such as location, past history spend amount and type of stores). These have been used for well over a decade. Something more modern/recent applications - GOOGL Waymo self driving uses cameras and LiDAR to "see" and AI to process the environment in near real time. Another one is law firms using AI to read through pages and pages of documents and in some cases drafting them to. It's not as though there is some "on/off" switch for AI and once it's turned "on" the floodgates will open and everything is AI. It's slowly rolling out in niche areas with SLM's(small language) trained on proprietary data sets. How could a "public" LLM be useful for the fraud examples I provided? It wouldn't have the data.

Professional_Con_007

GOOGL?

mtnrnnr802

GOOGL 350. AAPL 310. META 750. MSFT 550. Right fucking now bro.

tommyboy441

Don’t tease me like this GOOGL

tommyboy441

Can GOOGL please give me an absolute face ripper tomorrow?

Mededitor

Well, $SPY has you widely diversified. It’s a steady play that outperforms a lot of the market. I keep between 10–20% of my portfolio there. Take a look at $AAPL, $AMZN and $GOOGL. If your account allows for fractional stock purchases, you’ll have a few shares of each fairly soon. Once your portfolio is worth $50K or so, you can start a position in $GLD as a hedge. I’d work on this plan until you have a robust position that lets you build on strength.

tommyboy441

Give me a GOOGL mega pump please

sandygws

Two months ago: **"GOOGL $400"** Today: **"Dump this POS stock."**

Ok_Cry7572

8DTE $GOOGL bulls for $1.8M 2.8M pouring into these $META 690C 3/27

tommyboy441

GOOGL has literally just raped everyone this month

GooglySoft

Anyone knows whats up with GOOGL?

sandygws

NVDA, GOOGL and MSFT all perfectly rugged for the 78th time.

Happy_Discussion_536

So basically you admit that they have the cashflow to support keep plowing money into it lmao. GOOGL just issued 100Y bonds that won't be paid back for an eternity and there's so much credit available and demand, it was 10 times oversubscribed. Loser.

CMDR_Shepard96

ASML and GOOGL getting murdered

tommyboy441

What does a neighbor have to do to get a GOOGL solid green day?

GooglySoft

wtf GOOGL what’s going on

sharkenleo

Something happening with GOOGL? Huge green candles...

Rabitai_Trades

With €250/month, the biggest lever is a simple, repeatable process rather than trying to time dips. Decide a target allocation (e.g., % per stock/sector) and add to whatever is most underweight each month. That avoids falling = buy or rising = chase. Your holdings lean US mega-cap/semis (GOOGL, NVDA, MU, BRK) plus single name healthcare (NVO) and commodities (RIO). That’s not bad, but it’s concentrated in a few themes and currencies. Saving to buy in €500 chunks is fine if it reduces fees, but it can increase timing risk vs steady buys. The biggest uncertainty is single stock risk and sector drawdowns can last longer than expected. What’s your time horizon and risk tolerance (5+ years vs shorter)?

AirportMaterial5917

GOOGL getting fucked by theta, it’s so unfortunate

Weak_Money_9927

Is it not a red flag for anyone how Nebius and Coreweave are trying to outspend MAG7 stocks for depreciating hardware and that their only perk is literal availability? Seems kinda like a TTD vs AMZN, GOOGL, META situation except in AI compute

Michael_G-Scott

Is there a reason GOOGL is trading sideways? I feel like every sign points to GOOGL being $400 by EOY since they're absolutely killing it in just about every observable metric, but it's not being reflected in the stock price this year so far?

Ironman_BHAV3SH

Is there a reason GOOGL is trading sideways? I feel like every sign points to GOOGL being $400 by EOY since they're absolutely killing it in just about every observable metric, but it's not being reflected in the stock price this year so far?

brighterside0

Puts on GOOGL

tommyboy441

Give me GOOGL $320 tomorrow

Not69Batman

NVDA is widening their moat by owning the entire data center stack. Networking revenue $11 billion (up 263% YoY). Thanks to Spectrum-X and NVLink. NVIDIA also invested $2 billion in Synopsis. The rest of the Mag7 (AMZN, AAPL, META, MSFT, GOOGL and TSLA) are using Synopsis EDA software to design their custom silicon (Trainium, M-series, MTIA, Maia, TPU and AI5/6). The NVDA AI GPUs will fast track the design outputnhowever there would be a design bias (via training data and hardware optimisation) that would result in the custom silicon chips being similar to NVDA GPUs. This is a defensive play to prevent the rise of non-GPU disruptive custom silicon. Also, increases the NVDA CUDA moat. Long term NVDA holder (since 2021). NFA.

UnObtainium17

Same.. around 2023 i thought i was late to nvidia, so i just plowed my money to MU and GOOGL.. i did great but looking back 2023 was still early for AI and i would have made like i stole something if i went with nvidia.

greenpride32

I bought it many times after initial purchase. Same as I did for MSFT AMZN META GOOGL MA V AVGO and others. When I was working, I could only buy so much at any given point in time. Some people pump money regularly into SPY/VOO. I did the same but mostly with individual stocks and less weight towards ETF's. I'll give you some advice, spend your time and resource on learning what makes a stock go up over time and then how to find them. And not aruging with people who have achieved that. Good day.

Misaka9615

Alright then no balls: \- 20% META \- 15% GLD \- 15% MSFT \- 15% GOOGL \- 10% NBIS \- 10% MU, sell covered calls \- 5% BMNR \- 5% ASTS \- 5% GUSH

tommyboy441

NVDA, please spill over into GOOGL tomorrow, I BEG YOU!

TomorrowSavings7579

$GOOG Who the heck buys $GOOGL?! 

ConstantAd1

>Intrinsic is joining Google to speed up the future of physical AI. $GOOGL I don't know what that means but calls

Defiant-Fee-7550

GOOGL 🧑‍🦯

greenpride32

WMT and COST trading at around double the PE with half the growth of MSFT AMZN GOOGL is pretty wild.

illegaltaco420

Everything is up…except GOOGL 🤡

AirportMaterial5917

Why is GOOGL getting absolutely bullmogged by SPY

LeBhikariLe

remember when Perplexity made an offer for Chrome? GOOGL was below 200 then

ReynardMuldrake

Nearly 60% of my portfolio is shared between NVDA, ASML, TSM, SNPS, and GOOGL. That's not by design. I've been holding since 2017-2019 and they used to make up more like 10-15% I've already sold enough NVDA to lock in my gains, so I'm fine letting it ride. I don't mind the short-term turbulence. I believe in this sector long-term.

baconography

Could be worse. Could be GOOGL.

Happy_Discussion_536

And? Money printer is on. Credit conditions are extremely loose. GOOGL 100Y bonds had so much demand they were 10 times oversubscribed. The AI private investment boom isn't going anywhere. Companies are going to spend more this year on CapEx than the prior couple years combined.

hermeskino715

GOOGL drilling has me sus on AI names

Reasonable_Roger

Fuck you GOOGL

Happy-Champion1661

I should create my own HedgeFund, then buy some fake online account with thousands of followers, say some stupid shit like "short GOOGL NOW! Price target $75 by next year" based on some retarded astrology do you think peole would give me money? I feel like the answer is absolutely yes

sandygws

Remember those sunny days when people actually wanted to buy GOOGL. Now it's like June 2025 all over again.

Portfoliana

I dont think this is a one-day AI panic thread, it feels like a legit business question for anyone allocating to mega-caps. From what ive seen, reddit has been talking about GOOGL a lot lately, but the mood is mostly structured skepticism on whether the moat can hold if cheap models spread. That woudl make the call actaully harder than it looks, but it also means sentiment alone isnt enough, the quality of margins and execution still needs the final focus.

Pete26l96

Puts on UNH, GOOGL, ELV Calls on ONDS, RCAT, RTX

Thefellowang

Probably time to sell some GOOGL

PushaTeee

> Yeah, I don’t consider GOOGL in the same category of OpenAI and Anthropic I think this is super myopic. They have the resources to leap both of them, and their own the compute side in GCP (with custom TPUs in their data centers to boot, so less of a reliance on Nvidia). If I'm betting on the long term in this industry, Google is about as sure a bet as you can make. They went from nothing to beating OpenAI in just 3 years.

ConsiderationKey1658

I think GOOGL is still undervalued

mtnrnnr802

The rumors are true. GOOGL will open at 350.

tommyboy441

I am pretty much full ported GOOGL $350 leaps, but I am feeling like I should full port GOOGL $350 June calls

RockCultural4075

🥭 better pump my GOOGL calls

tommyboy441

GOOGL $350 plox

Independent_Blood942

I bought MSFT at 250 and GOOGL at 77

mtnrnnr802

Wow, GOOGL is going to 375 right after NVDA earnings. That’s crazy.

sandygws

Everyone on this Sub would full port GOOGL if $212 happened...

BigShmokeBuffer

I’m all calls rn from last week: SNDK, GOOGL, NVDA But this is either nothingburger or double-down

mtnrnnr802

I’m going to be very upset if GOOGL doesn’t open at 350 tomorrow

boztron

I’ve got like 120k in long dated calls. AMZN, GOOGL, MSFT, NFLX. Fucking do something

sandygws

AVGO tied to GOOGL - also red.

Mister__Mediocre

I think people incorrectly assume that the value of AI lies in model and I think this is a bad assumption. The value of AI is mostly going to be captured by the consumer of the model, not the producer. And GOOGL (like META) is a BIG consumer. I'll put these two big advantages for GOOGL * They have the lowest cost of running a model. TPUs are significantly more efficient than anything else out there, and it's going to stay that way for a long time. Open Source models don't compete at all. * They make their money from ads. In particular, the service they provide the advertiser is their ability to match them with high value consumers. AI is going to help them do that much better and hence allow them to charge far higher prices in the ad auctions. I consider Google providing LLM access to the public (and enterprise) as charity and not a significant profit stream. It allows them to recoup training costs, that's all.

Nefarious_AI_Agent

GOOGL green 🥳

Nefarious_AI_Agent

GOOGL teasing me so hard

tommyboy441

I am holding almost the exact same amount of GOOGL except I am holding $350 Dec 2027 Leaps

ai-moderator

#TLDR --- **Ticker:** GOOGL, MSFT, AMZN **Direction:** Up (Vertical) **Prognosis:** Buy 2027/2028 LEAPS on Hyperscalers **Thesis:** Datacenters are "Intelligence Factories" and tokens are the new oil; infrastructure providers are about to print money. **Job Security:** Non-existent (AI is coming for your job), so you better hedge with calls.

Exciting_Strike5598

LMAO your mistaken. Google is an AI company. Every AI companies today use the base developed by GOOGL called the ‘transformer model’ . GOOGL kept delaying LLM launch since it couldn’t work out the safety guard rails of the technology.

Nefarious_AI_Agent

GOOGL yearns for the green

ham_sandwedge

MSFT and GOOGL have enough free cash flow from their legacy businesses to cover their AI spend multiple times over. Definitely not comparable

TwelfieSpecial

Yeah, I don’t consider GOOGL in the same category of OpenAI and Anthropic, but I still think they’d be affected as cheaper intelligence challenges their pricing model and reasoning for capex

Ok_Lettuce_7939

Atleast for DoD applications GOOGL and any other US-based AI company are insulated from PRC AI companies as those are explicitly banned. But GOOGL has its own sordid and even adversarial relationship with the DoD.

saw-it

Can GOOGL and META just hold onto some gains

baconography

Sigh...jfc, GOOGL

baconography

Guys guys guys, something is wrong with the market! GOOGL is gr- Oh, nope. Yeah, sorry, false alarm, everything normal.

tommyboy441

GOOGL is really pissing me off

BeConciseBitch

Systems will vary from person to person. You’ll have to create your own. I know it’s hard but you’ll have to just do it. I hold indexes. I trade stocks. Indexes like VOO have low expense ratios and a decent yield, and already have the stocks I would usually hold. However when something like GOOGL last year or MSFT this year that I feel personally gets to a more valuable price, I will pick up that stock at a “discount” directly and hold for any amount of time aiming for a +20% return. From there I usually sell the whole lot or enough to keep it about 10-20% of my portfolio and distribute the earnings to other indexes. This is my system. It works for me, it gives me confidence and you may hear someone else think this is stupid and that’s the point. We are all kind of guessing which way the wind blows, just follow a method that gives you confidence and doesn’t keep you out of the “game” too long. Last advice, obviously avoid over leveraged or putting all your eggs in a single basket, unless you are ready to lose it all. My complete portfolio break down at the moment is: 70% indexes, 10% bonds, 20% options / liquidity / trades (normally no longer than a year or two trades)