Reddit Posts
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
Anthropic’s $200B Google deal: $GOOGL risk or bull case?
Why do we chase 10x underdogs instead of proven winners for 1x or 2x upside? $GOOGL, $AMZN, $NVDA
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?
NVDA looking at GOOGL after taking the #1
I followed unusual option flow signals for all of April. Here are the actual trades, wins and losses
Anchor bias is in full effect? coping sideliners are hating $GOOGL now that it is winning. Will they get the dip they desperately want?
Is Alphabet (GOOGL) the strongest company in the world?
My Magnificent 7 DCA Portfolio
GOOGL is up ~40% since Warren Buffett’s Berkshire Hathaway disclosed its $4B stake nearly six months ago.
Top AI Companies Agree to Pentagon Deals for Classified Work
For semi/storage/MAG7 bulls ONLY - what are your current setups?
I was bearish on Google 6 months ago. Q1 2026 changed my mind.
AAPL has beaten earnings expectations for several quarters in a row, today’s report is definitely going to be impressive
Deep ITM LEAPS: How I used GOOGL $300c to replicate 3,000 shares and avoid the IV crush
Challenge: retire after completing 100 successful trades. Day 20
Challenge: retire after completing 100 successful trades. Day 20.
Mentions
Exactly. People expecting it to run hugely because of its value. GOOGL only ran because suddenly good news and sentiment improved - META has neither
Just hold until it realizes it fair value (currently 600-1200. May change later if fundamentals change. Which is very unlikely since all their contracts are binding and customers like GOOGL and META are already securing additional capital).
Bought GOOGL, AVGO, MU, NVDA, META today and set good till cancelled limit sells on all of them getting back to their highs not too long ago.
Dude fuck AMZN and GOOGL and fucking MSFT. Stupid mother fuckers. I could have bought into fucking MU at the goddamn peak 2 weeks ago. Or even SNDK. AND I'D BE FUCKING UP RIGHT NOW. But no, I bought the goddamn MAG7 bullshit and now I'm fucking down over 10%. What in the actual fuck dude. I get buying the safe blue chip stock and gaining less. But to be down 10% while the over hyped memory shit is up higher and higher? What in the actual fuck dude.
GOOGL is going to blast back to $400
Can't wait until GOOGL gets an extra $100b from the SPCX IPO when it hits $250 tmrw
I own GOOGL and MSFT. One of these announced an $80B 1.7% shareholder dilution, the other is fucking tanking daily. Goddamn.
GOOGL META RDDT all recovered green. MSFT Limp Duck Red still
Why is GOOG green yet MSFT is tanking to hell? is because GOOGL actually has their on in house AI while MSFT still sucking on Sam Altman and Anthropic knob for their AI needs.
HOOD and GOOGL are the best
Reminds me of when GOOGL used to pinned down while others flew. Then one day GOOGL broke free from 140
GOOGL back to green MSFT still red as fuck
Oh nice, after the tweet GOOGL almost fully recovered from its -2,5%. Meanwhile MSFT still sitting there piece of shit
TSLA $450 tmrw GOOGL $380 tmrw
After my previous comment, I took a slight relook and stand corrected. Saddest bols might be MSFT, META, GOOGL, /CL bols. Maybe SaaS too?
SaaSpocalypse, MSFT is doomed. Windows has always sucked compared to other OS, Majorana is crappy quantum, GOOGL, AAPL, and AMZN eating their lunch and dinner.
GOOGL going to find a way to give it all back
Full port GOOGL calls, LFG!
You guys are actually dumb if you’re not buying GOOGL and HOOD right now
GOOGL playbook: go up 8 cents, drop 12 cents, go up 10 cents, drop 20 cents, rinse and repeat until $0.
I rode GOOGL full port from 160 to 390, sold there and full ported MU at 540. I'll take individual stocks for now
This GOOGL price action is infuriating
tomorrow a buyer of 1 share of GOOGL will own about 40% more space x than a buyer of 1 share of SPCX
My bad, I got different comments confused. I was looking at GOOGL.
How the fuck is 348 resistance on GOOGL?
GOOGL puts infinite money glitch?
META MSFT GOOGL will continue getting beaten down until the threat of dilution is gone.
Is GOOGL dumping from being diluted?
Just went in on 600 shares of $GOOGL. Fuck it.
GOOGL might never be green again
Your statement is true in general terms. But in this specific case, SPCX could have gone public at $100b or $500b or $1t valuation. But they chose to squeeze all those gains for themselves and then come to the public market at much higher valuation, where it becomes more challenging to raise it from private markets. You as the small retail investor are taking on all the risk. Did you know SPCX last fund raising was Series J in 2023 at $137b valuation? That's less than 1/10th of what you could be buying in at from the IPO. The "$1t" (or whatever it was) merger valuation with xAI was just fake made up numbers from companies largely owned by the same parties - it wasn't an inflow of capital. SPCX is not growing at the rate of NVDA or MU and doesn't have the profits, but they're going to charge you a price as if it were. And then you're still hoping to make more money off that already inflated price. I won't say you can't make money still, because there is TSLA example. But I'll just say good luck. I've made my money on the likes of AMZN MSFT MA V GOOGL NVDA AVGO based on actual financial performance and profits. I can sleep at night holding those rather than hoping an asset gets propped up more and more and more without same performance backing.
GOOGL at 346? FFS, they trade off shitty old database companies now?
diamond handing my GOOGL calls is getting unbearable
I keep thinking, today is the day my SaaS/GOOGL options will bounce.. Nope. Reamed again
No I think the market is going through a temporary correction but will rebound and continue to melt higher. Run away inflation means all asset classes continue to melt higher, which is where we’re at. GOOGL NVDA AAPL MSFT can all be 7 trillion dollar companies while gold can hit 7,500 an ounce. Just continue to buy and hold assets
What I dont understand is that if say ORCL, GOOGL, AMZN, etc either cant spend more or market hates it enough they will choose to slow wont the semi vertical thats ripping get blown up and then those names will rally on less spending? How is the market pricing in money flowing to semis but those who are spending are all dropping like rocks?
GOOGL December calls are the way here
GOOGL is not just "software" they are extremely diversified
Ok what's with the selling pressure on GOOGL? I guess people frontrunnig the shelf offering?
My GOOGL JUL17 400C Just hit -80% 😮💨 bought at ~$400 and it's been an elevator down
GOOGL below 350, I repeat below 350. Panic now?
Thank you GOOGL for teaching me humility, patience, and poverty 🧘♀️
GOOGL down ~10% in 1month. WTF dude
SAP & GOOGL have just nuked my port. Jfc
$GOOGL is the play, always has been. But I chose $MSFT because I suck asshole.
I mean, it doesn't matter if us poors can buy shit. Just the ultra rich and big corps. In GOOGL I trust 🫡🫡
Have you seen then the margins generated by semiconductor, memory, and storage companies? It’s insane. Like 70%+. Profitability is the last thing I’m concerned about there. As far as actual AI goes… it’s not a cash flow play. It’s an IP play with cash burn utilized to increase market share which will (eventually) be used to bludgeon other models into acquisition and consolidation. I doubt we have more than 2-3 core AI models in 2 years time. The companies with a balance sheet and access to capital will be acquiring lesser models or models in deep financial problems. I’m not a fortune teller, but my personal thesis is that GOOGL, AMZN, and one of MSFT and/or META will be entirely running the AI show in 2-3 years time.
GOOGL +10% day incoming
6x? Since they don't make profit yet, let's take the Price to Sales Ratio. About 90. NVDA? 19 MSFT? 10 GOOGL? 11 Airbus? 2 The only company in the same "area" as SpaceX would be is Palantir, but they have a huge profit margin and possibly overpriced, long-term contracts in slow-moving governments. SpaceX doesn't make a profit yet and probably won't anytime soon the way they are being managed.
I would rather do: GOOGL AAPL NVDA MRVL NOW
We're not looking very green.. GOOGL is definitely gonna continue dumping isn't it
ORCL and GOOGL diluting 40B and 80B just to buy more memory. MU forward PE is like 8? And you still think MU is undervalued.
Me staring at the GOOGL chart
Gold with the reverse. GOOGL continuing its dump. My port is ded.
Dude, this shit is almost comical how perfectly timed it is. I literally have tried buying puts at previous ATH's, and it just blows through them, and keeps marching up another 10-20%. SPY, HPE, AMZN, GOOGL, NVDA, I see it hit an ATH and think there's no way this'll keep going, so I get puts and it fucking rockets another 10%.
I was trying to scalp, yeah. Because AMZN and GOOGL and NVDA at that point had rocketed day after day after fucking day. And I bought in, thinking it would be another green day. And lo and behold, the moment I bought in, it literally went down and I have never seen a shred of green since buying in. It's almost comical how perfectly timed that shit was.
GOOGL's last balance sheet: https://stockanalysis.com/stocks/goog/financials/balance-sheet/ - Cash & Cash Equivalents: $126,840 billion - Total Debt: $90,484 billion - Net Cash: $36,356 billion
GOOGL already red again 😩
So let's run the rally. SMCI 7B equity raise GOOGL 80B equity raise META considering the same, so let's pencil in 80B OpenAI 86B ipo raise through equity Anthropic -- hasn't said yet, but let's just say another 80B ORCL 40B SpaceX another 80B 453 billion in NEW money is what these companies have decided to ask for in the last month. Let's call it a half trillion. A half fucking trillion dollars, in a matter of months. A typical year is 50-80B. An insane year is like 200B Half. A fucking. Trillion. And you wonder why wall street is selling?
Until the AI cap ex hyperscalers run out of cash, I prefer to bet on $EWY (Samsung, SK Hynix) over the Mag 7. I would rather own $SOXX over every company listed above as well. But since we get a choice in the markets, I'll buy the Korean stocks trading at half the valuations than the $SOXX stocks. Now once $META, $GOOGL, $MSFT, or $AMZN announce a cut to cap ex spending then the AI circle jerk bubble is over and the 5 AI hyperscalers you listed above become buys again. But it's always a better bet to buy the stocks receiving more cash than God over owning the stocks spending more cash than God.
GOOGL is negative cash if you take away debt.
ORCL better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | |:--|:--|:--| | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B) | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Jesus Christ, they better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Your GOOGL $367.5 Call expires Friday. 🤡
Your GOOGL $367.5 Call expires Friday. 🤡
GOOGL im gonna ride this mf into september. Im gonna be so broke smh
Honestly...I never thought it would be MSFT and GOOGL that kills me.
My GOOGL calls are finally zero. The pain is gone 🤗
Do I buy the GOOGL dip or is it dead
Oh boy, I think GOOGL might actually see the 340s
GOOGL 360 calls easy money
lmao at ppl dumping GOOGL, the only FAANG with a reasonable P/E
Some of these filters on dating app profile pics are insane. You meet a woman in person and she looks so different from her photos she couldn’t even pass for the profile’s heavier cousin. I’m really liking TQQQ here around 70, it’ll hit 90 sooner or later. And dabbling into QQQ, GOOGL, and NVDA LEAPS.
NVDA > MSFT > GOOGL > NBIS > MRVL > ORCL > MU > HPE > Everything Else if you are just looking at tech.
Do I risk it and roll my GOOGL -70% July17 400C into 2DTE 365C..
Okay that is it for me. Bought more 6 month out calls for GOOGL, MSFT and AMZN. I will come back in a week after vacation. Hopefully I am not homeless when I get back.
nah GOOGL i'm out, enjoy the recovery now guys
GOOGL has no bottom today. Unlike me. Mine is sore.
Please stop buying GOOGL calls 😭
GOOGL desperate for new daily lows
Watching the 1 minute chart on GOOGL isn't helping at all.
Someone wanna buy some GOOGL? Anyone?.. please, someone buy some 😮💨
I lost money on MSFT. Then I lost money on META, now I'm nuking my port with poorly timed GOOGL calls. I'm the king of the bag 7 apparently
How low is GOOGL going to go before it's next run?.. this is depressing to watch
Surely this is the bottom for GOOGL
Hey everyone, this is my first post here and I’d appreciate some honest insights. I currently hold NVDA at an average price of $220 and GOOGL at $372, and both positions are well below my entry prices. I bought them because they’re blue-chip companies with strong fundamentals and long-term growth potential, especially in AI, but I’m becoming concerned about the broader market outlook. With the upcoming Fed meeting and uncertainty around interest rates, inflation, and economic growth, I’m wondering if we could be heading into a bear market or a prolonged correction. If rates remain high or increase further, could there be significantly more downside ahead for tech stocks? For those with more investing experience, would you continue holding quality companies through the volatility, average down, or wait on the sidelines for better opportunities? I’d really appreciate any constructive thoughts or experiences. Thanks in advance.
Fun fact: Since Reg-FD was introduced, Buffett has only averaged about 10% CAGR, which is not bad, but hardly legendary.. **Masayoshi Son**, widely mocked on this sub for his involvement in WeWork, has outperformed Warren Buffet by more than 5x since 2010. Simply holding $GOOGL, which has been a money-printing, super safe quasi-monopoly for its entire existence as a public company, trounces Buffett. A simple $10,000 bet on Google at its IPO is worth over **$1.46 million** today, whereas putting that same cash into Berkshire would give you **$86,000.**
GOOGL is fucken killing me. What the fuck