GOOGL

ChillDictator

Retail is the reason they had that much liquidity in the first place. Margins are improving a lot. And now one of their business cases for their high spending is that they can massively improve margins through AI and automation. And AWS Cash Flow is not free where did you get that from. It’s used to be but not in today’s world with MSFT and GOOGL being so competitive.

tommyboy441

Praying for a GOOGL bounce back next week. They piss and shit money yet got vibe checked hard.

Nefarious_AI_Agent

My positions are GOOGL RDDT and poots 🤡

mapsosa

i’d look to dedicate my red port to GOOGL you sonuvabitch

CherryRoutine9397

If I had to pick just one and then literally ignore my account for years, it’s probably MSFT. Not exciting, not some crazy upside story, just stupidly solid. They sit in the middle of everything. Cloud, enterprise software, AI tooling, locked-in customers that are not switching any time soon. Even when tech gets punched, MSFT usually bleeds less and recovers faster. GOOGL is cheaper and I get the bull case, but they always feel a bit messier execution-wise. AMZN has upside if margins expand properly, but you’re betting on management discipline actually sticking. NVDA is obvious but also obvious risk wise, it works until it doesn’t. If you’re struggling to pick, that’s usually a sign you want the ETF instead and stop thinking about it every week. I’ve been writing about this stuff from a normal investor angle, nothing fancy. It’s on my profile if you want to check it out.

A55BAG

Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.

BarefootBomber

GOOGL? well I got some bad news for ya pal...

Latrodectus1990

AMZN,META,GOOGL,RDDT Almost all popular stocks on reddit are down when everything else pumps Does this tells you something?

Ok_Employment_192

Now the thing is this one: for any little bullshit I don't bother googling anymore but I ask directly to google gemini. Moreover, google is getting smarter with his ads and I end up clicking on them more and more often. Conclusion: I'm bullish on AI and I am especially bullish on GOOGL

jrex035

GOOGL is pretty much the only thing holding back my port today

sandygws

GOOGL $350 next week 👈🏻

Tight-Bottle9221

Need GOOGL 330 today possible?

RoverV

AMZN and GOOGL are awakening

Rough_Elk4890

GOOGL is best placed for this AI race, sink or swim. The manufacture their own chips. The have a built-in ecosystem that Gemini plugs right into. They have already proven insane success at monetizing the most similar technology. Their talent and investments have been shrewd. Apple, Microsoft, and Google are all about the same market cap right now. Which one do you think is best positioned for the future? I know I have my answer.

Ancient_Sort5820

FUCK YOU AMZN FUCK YOU GOOGL youre good ASML

mapsosa

look how they massacred my boy GOOGL

Happy-Champion1661

NVDA has to be the most rigged tech stonk right now big fuks are scared af it loses #1 spot (that would make the headline on every newspaper) yesterday NVDA was only -3% from losing it today it pumps 6% while GOOGL goes -3% LMAO

Devilton

I own MSFT, GOOGL and Meta

Infinite-Zucchini225

Also GOOGL

Tight-Bottle9221

Whats wrong with GOOGL?

GooglySoft

What’s going on with GOOGL frankly

Individual-Dingo9385

I am about to buy some MSFT & GOOGL. They are both tech cash cows. GOOGL has the best products and their market share will rise, althouh currently they are quite expensive. MSFT has shit products, but so strong vendor lock-in that everybody will use them anyway, and they are cheap atm (although I think the price may fall further short-term). I think both will eat AMZN market share in cloud. I don't trust META's leadership, NVDA & AMD have rose too strongly for me to consider them.

kktvMIN

I'm on the fences about MSFT. What if AI coding quickly becomes better and better to produce reliable office software that is open source or even free? Its cloud faces competition from AMZN and GOOGL. Its bet on OpenAI is going to be mixed, unless OpenAI has a breakthrough against Gemini or Anthropic products.

AVL_Drago

Just bought more GOOGL…

CptSaySin

Long term, I think AMZN. It also happens to be on sale today. The others are strictly tech companies which have stock doing better than AMZN in the short term because of the AI craze. If the AI bubble breaks, at least AMZN has business in a completely different industry to fall back on. Retail has been a hard business with inflation up so much over the past 5 years. But going forward over a 10+ year timeline, inflation will return to normal levels and salaries will catch up (hopefully). AMZN is also still the cloud king and maintains consistent cloud growth. MSFT forecasted decreasing cloud growth and GOOGL is too far behind to catch up. So, again, even if they lose the AI race they'll still get revenue from hosting AI infrastructure.

RadiantRecord1413

Post-COVID, the market feels driven less by fundamentals and more by sentiment. During the pandemic, lockdowns and stimulus pushed a massive wave of retail traders into the market through mobile trading apps, and that participation never really left. I’ve noticed that when conditions get tough elsewhere, GOOGL often holds up or moves higher, as investors rotate into it as a “safer” play, at least sentiment-wise. Nothing is guaranteed, but these behavioral patterns are noticeable, and I’ve had decent results leaning more into sentiment-based trading. You could argue it either way. Last year was strong for GOOGL, and it remains a well-established, highly diversified company, which could help it fall less if an AI bubble bursts. No one knows for sure. My plan is to let it run and sell half if it reaches a 100 percent gain, recouping my investment and letting the rest ride as upside. GOOGL is one of those companies with a good chance of still being here 20 years from now, so this month is but maybe a small dot on the radar. Who knows...

solidsneeze

GOOGL and META depicted as monkeys

sandygws

Remember kids: **GOOGL** *always* dumps before lunch and pumps higher after the big boys have finished their Champagne & Oysters.

LeBhikariLe

cloud provider drilling continues. AMZN, GOOGL, and MSFT drilling

CMDR_Shepard96

MSFT, META, and GOOGL all shitting the bed some more

vermilli21

GOOGL 0dte puts…easy 2x

mapsosa

i just became a GOOGL long term investor

askwhatevernow

What i use EVERYDAY. GOOGL, META.

CMDR_Shepard96

We've got ourself a 1+% SPY day, and MSFT is bleeding back to lows. GOOGL has crapped itself nearly 3%.

sandygws

Sold all my MU and SNDK and full ported back into GOOGL. Feels good to be home : )

ConsiderationKey1658

GOOGL should be $400+ right now

szokdogg

GOOGL y u doin dis

vermilli21

GOOGL is dying off again

Gigino_Trmon

When to sell now NVDA, GOOGL, MSFT?

Prizma_the_alfa

My GOOGL, AMZN and META melting while the rest of the market green. Scammed.

mtnrnnr802

I’m telling you. AAPL is going to go on a run similar to GOOGL.

Starza

GOOGL

BlakeTheDog

WSB Top 10 Since 01/05: |Symbol|Change since Added %| |:-|:-| |MU|21.39| |ASTS|11.74| |GOOGL|5.11| |AMZN|\-1.68| |IREN|\-6.81| |TSLA|\-9.33| |RKLB|\-12.73| |NBIS|\-17.88| |PLTR|\-22.55| |RDDT|\-37.55|

CMDR_Shepard96

Yeah - what's even funnier is that it was my 'safest' bet all year. Id practically been gaming with short dated (2-4 week) decently OTM calls with GOOGL/LLY/NVDA and most of it either went nowhere or cost me money. Fortunately the SNPS dead cat bounce in Sept saved my bacon after I bought the dip. Then I swapped to NEM/B Calls in Q4 and made some dosh then too. Should've just sat on my B calls the whole time (cashed out with a good profit to stay safe)

SangerGRBY

Stock market wizard Elon Musk. King of empty promises and fraud, I am truly impressed at what he managed to deliver. I genuinely have no idea how TSLA is part of the Trillion market cap club: 1. NVDA: GPUs, Crypto Mining, AI 2. AAPL: iPhones, Mac 3. MSFT: Windows, Azure, Office, enterprise monster 4. GOOGL: Can't avoid using GOOGLE products for more than a day 5. META: Social media empire, Ad monster 6. AMZN: AWS 7. TSLA: Empty promises and sex dolls?

HaiKarate

* GOOGL - I think they are positioned very well to either win the AI wars or finish in the top three AI companies * MSFT - CoPilot is simply ChatGPT * AMZN - I think AWS is going to drive a lot of growth during the AI boom * NVDA - Continued growth as an AI chip company * AMD - Tremendous room for growth as a low-cost alternative AI chip * META - Their former head of AI thinks Meta's AI efforts will largely be a waste of money

stunvn

GOOGL Cuz I'm very happy with their Gemini. Also, they are the key cloud provider for Anthropic, which they've invested in, and I’m a happy user of Claude as well. It creates a powerful loop as Anthropic scales its models using Google's TPUs. Google Cloud rev surged 48% which is massive imo.

herpderpfuck

I believe the risk and why the market reacts as it does is due to AI fears - how will it be implemented? Where are the tangible results? Yes, many sectors benefit hugely from AI - but is this an addition, or a replacement? Vibe coding is definitely a thing, and AI helps in this, but someone still has to direct, guide, and control the AI. AI can find connections and patterns, but someone still has to ask the good questions. There seems to be a prevailing thought that AI can automate much more than it actually can, and human input still is essential. What’s misleading about AI is the I-part. It isn’t actual intelligence, it is a context machine and pattern recognizer. That in itself is huge, but we’re sitting here 4 years later, and still the question hangs. This creates the anxiety over this CAPEX - to what end exactly are they spending this money on? AI? Well what do you mean by AI. The fact with AI remains as with any other computer. - shit in, shit out. Since people have been buying into the nebulous hype of «AI», this hype is starting to fade away. Just a disclaimer- I am sitting on GOOGL as their margins are insane, but we now need to see now how will this technology actually be implemented and used? Answering that concretely apart from merely stating «effectivizing», will start to justify said CAPEX…

janygonewild

I’d go with GOOGL here. It’s actually the cheapest of the mega-caps on earnings, still throws off huge cash flow, and Cloud is growing fast. Market seems too focused on AI search risk and underestimates how much AI they’re already shipping across products. Risk/reward looks solid to me.

Alpha-Grant

If I had to pick just one and couldn’t touch it for 10 years? MSFT. Not because it’s the flashiest, but because it’s the most balanced: * Cloud (Azure) still compounding * Enterprise lock-in is real * AI integration across Office + GitHub + Copilot * Strong balance sheet and disciplined capital allocation GOOGL is cheaper on multiples. AMZN has more operating leverage upside. NVDA is the pure AI torque play. But MSFT is the one that survives almost any macro regime. If you can’t decide between them, that’s usually your answer: buy the ETF.

finance-mcp-001

Fear of overspending. We saw this same dynamic play out for GOOGL and MSFT, where the market punished tomorrow’s overspend over rewarding today’s outperformance.

TotalArgument5072

https://preview.redd.it/1ei7fuklhuhg1.jpeg?width=1179&format=pjpg&auto=webp&s=b633edb9d799384647223560564ca316376d53a6 GOOGL. Strong balance sheet, real earnings, AI upside that isn’t fully priced, and trading at a more reasonable multiple than MSFT or META. If I’m forced to put money down today, that’s the one. Quick check on ChartScanner.ai → structure still bullish, not extended, decent risk/reward.

vsvpjr

Hey fam! Sorry in advance for the long post. Last month my wife and I had our firstborn, and friends and family gifted him some cash. Growing up, my parents were new to this country from a third world country working hard and using every penny to put food on our table and keep a roof over our head, and they never thought to open some sort of savings account for my sister and I. All our gift money was sort of put in a “piggy bank” and over time used for necessary expenses. I had decided a while back that I am going to do something different for my kids and set them up for financial success, and have something built up for them in case they want to buy a house or a car or even pay for school when time comes. I didn’t like the idea of a 529 plan since the funds have to be used for educational expenses. Instead, I decided to open a UTMA account through Fidelity and invest the money. This is basically a long term investment, at least 18 years if not more. As of now, with my very limited knowledge and experience with the stock market & investing, here is a breakdown of the portfolio: 60% - VOO 15% - VXF 10% - VXUS 3% - FBTC 2.5% - AAPL 2% - MSFT 2% - GOOGL 2% - V 2% - COST 1.5% - NVDA I would love to get some feedback if what I did was smart, or what any of you might have done different for your child? I just based these investments on somewhat of a safety net + what I believe in! There is currently $2500 invested with the breakdown I gave (down to about $2437 this last couple says) and my wife and I will be depositing $500 into this account monthly at least until he turns 1 and God willing longer than that, and all his gift money will go into this as well. And like I said, I don’t have too much knowledge about any of this and am new to investing myself. Thanks in advance!

Imaginary-Writer-125

Bought AVGO over GOOGL and AMZN Capex news Lost 5% instantly

Concept-Plastic

• Gold rallies? BTC dumps. • Silver breaks out? BTC dumps. • Metals dump? It dumps harder • MSFT reports Capex? BTC dumps. • GOOGL Capex higher than MSFT? BTC dumps further. • AMZN with the highest Capex? BTC dumps the hardest.

Junior-Association78

GOOGL's currently 5.5% from all-time highs three days ago...

SubstantialAffect835

Put limit sell orders in for NVDA and GOOGL. Hope they fill by the time that I wake up but not worried about it either way.

SubstantialAffect835

MSFT and GOOGL are historic buy opportunities tomorrow. Different reasons for both but buys nonetheless.

man_unthinkable

Thought AMZN was going to be GOOGL this year🥀

SubstantialAffect835

Looks like tomorrow is buy the dip day 2 in GOOGL again. Fine with me.

Upstairs_Whole_580

I'm HEAVILY concentrated in NVDA, AVGO, AMD, TSM, AMZN, GOOGL... and then META, MSFT, and a few others. So no, I'm down a LOT from the top to now. On the other hand... I know the prices were inflated and the companies I'm invested in are good... namely NVDA which is about 40% of my portfolio and the one I'm most down on at like...2.7 or so(but again, that's the ATH of 212 intraday). I'll live, we'll adjust, it'll come back.

SubstantialAffect835

I am long GOOGL but scared to long memory here. I think the run in memory can continue but that will be a serious crash once it ends.

AccountOfMyAncestors

If you are long GOOGL and LONG memory stock, you can't lose. If GOOGL keeps increasing cap ex -> memory stock keeps going up, while GOOGL still goes up so long as they keep beating earnings If GOOGL doesn't increase cap ex -> GOOGL goes up because earnings will smash, stop loss out of memory stock

SubstantialAffect835

Yesterday, I was long GOOGL at $300 short at $355. After earnings, I was happy. Stock sold off hard this morning. I bought back $4K worth of short calls for $0.03. Then, bought the dip hard. Stock rebounded to $332+, unloaded the dip buy calls, kept the main position on. Yay! Now the stock sold down to $325. Here we go again. Fuck you, and I will see you tomorrow.-Larry David

TomorrowSavings7579

You like your fucken vote? Lmfao. Who the fuck buys GOOGL?!

mr_stupid_face

GOOGL sucks. I am shlong GOOG

SubstantialAffect835

Still long GOOGL.

SubstantialAffect835

If both AMZN and GOOGL are increasing capex, why is NVDA down? Something does not add up. If it is just sell everything, fine.

SubstantialAffect835

So GOOGL went from spending like a drunken Saylor to the company of fiscal disciplone.

SubstantialAffect835

I didn't expect AMZN to say $200B capex tonight. I thought GOOGL took the lead in spending.

SubstantialAffect835

Is GOOGL dumping in sympathy with AMZN for some reason? It was looking strong up to the close.

jonneh

Good night everyone > **$610 Billion of capex will be spent by four companies in 2026** > > AMZN $200B > GOOGL $180B > META $125B > MSFT $105B

wafflepiezz

$MU, perhaps $GOOGL MU because its forward P/E ratio is still undervalued compared to industry/peers. GOOGL because they are still beating EPS and Revenue, despite a larger increase in capex spending.

OptionsRntMe

Microsoft only up 13% in the past year, AMZN only up 19% in the past year, META only up 27.42% in the last year, AAPL TSLA GOOGL NVDA are barely off ATH. Should be plenty of room to drop right? See how dumb that sounds or no

Ill-Ad1603

Microsoft only 13% away from 52 week low, AMZN only 19% away from 52 week low, META 27.42% away from 52 week low. Apple, TSLA, GOOGL and NVDA are far too close to ATH then ATL. So, there should be plenty more downside in QQQ/SPY right?

Basic_Salamander_361

Park the money in something safe for a week or two until we see a at least two days of uptick on the usual Reddit suggestions. GOOGL, RTX, or GEV are decent holds if you place lower-band limit orders

Kookumber

Based on my [value check](https://valuecheck.io/analyze/GOOGL), they just deploy their capital so well I am honestly not worried about them. Impossible to say what will happen this year, but I definitely believe in them long term. They make up a huge portion of my portfolio.

gkdjsl

AVGO should be at ATH with the amount of money GOOGL is throwing at it

CMDR_Shepard96

Based on my previous timing, that's why I didn't unload these MSFT calls at -50% tbh.. Last year in Q3 I managed to lose money on GOOGL 185C, LLY 750C, and AMD 160C. Got cold feet.

InverseRegard

This is completely false, I can't stand the internet is filled with false information. First of all you can't calculate the top 10 for the last 10 years because the "top 10" changes everyday. Second If you take the current top 10 you will find out that article is shit: SPX - 250% NVDA - 27.000% TSLA - 2.800% AAPL - 1.000% AVGO - 2.200% GOOGL - 800% MSFT - 650% META - 500% AMZN - 650% WMT - 500% BRK-A - 280%

kingofjingling

Right?! You think that GOOGL and AMZN would like have seen what happens when you announce insane AI capex spend from the others earlier this week and last week and change course or address the elephant in the room. Like do something different at least! Instead they saw the titanic sinking and decided to steer right towards the iceberg it hit full throttle.

spellbreaker

So we basically have capex projections of >$200B for this year between GOOGL and AMZN, plus MSFT, plus at least $20B from NVDA. And QQQ is down 6% this week. It just doesn't add up. People getting shaken out before the next leg up? How is this not hugely reversed within the next couple weeks? I'm very stupid btw.

Flo_Evans

Took a small bite of GOOGL shares. Maybe do 10 shares a day until I’m at 100.

Happy-Champion1661

NVDA 4.2T, GOOGL 4T... but AAPL is actually 4.05T LMAO AAPL gonna be #1 before GOOGL

LordSnarfington

I bought MSFT, ISRG and GOOGL shares, SOFI and RKLB 2028 LEAPs, and looking at PLTR LEAPs by the end of the week. Who knows, got slapped pretty hard on my options the last week but my core shares are screaming at me to accumulate before the recovery

finance-mcp-001

I'd hesitate to call it a bust just yet. There's a confluence of factors at play: real concern about AI spending, which leads to counterintuitive drops in MSFT/META and GOOGL for most of the day at least despite strong earnings reports. Yesterday's big news was Anthropic's challenge to traditional SaaS and data providers, which led to a large drop in that group of tech stocks. Very interesting to watch. Not a novel opinion, but I think the winners of tomorrow won't be who is winning today.

ConsiderationKey1658

GOOGL should be 400

NeedleworkerOne8258

GOOGL RUG IS CRAZY ! Calls in the mornings !

Impossible-Band-2393

i will still look over GOOGL

AntoniaFauci

I see GOOGL’s spend as being (probably?) justifiable as it will create capacity for rich revenue from Apple. And some of the spending will bolster their own tech, products and R&D. But I wonder if there’s such an easy and obvious case for Amazon. The store has become an unusable trash fire. You don’t need $200 billion of AI to pack ads into what already looks like a 2026 version of geocities. AWS seems to be getting commoditized. So what are they doing with this investment? Some warehouse headcount reduction?

zurijer

AMZN, GOOGL, META, MSFT spending a total of 600bn on capex. And you think this shit is going to go up? Lmao. Shareholders are literally getting nothing for the year cause it all went into capex.

ChillDictator

GOOGL AMZN & META Data Center Cap ex is as high as Germany´s (3 largest economy) total budget.

GoZukkYourself

THE 2026 BIG TECH CAPEX ARMS RACE • $AMZN: $200B (+52% YoY) • $GOOGL: $180B (+98% YoY) • $META: $125B (+74% YoY) • $MSFT: $105B (+31% YoY)

Nefarious_AI_Agent

Fuk now they hitting GOOGL, assholes

ChillDictator

GOOGL AMZN & META Data Center Cap ex is as high as Germany´s (3 largest economy) total budget.

LeBhikariLe

MSFT capex? dumps GOOGL capex higher than MSFT? MSFT dumps further AMZN with the highest capex? MSFT dumps the hardest

AccountOfMyAncestors

GOOGL single handly keeping my port from plummeting to the depths of hell

joe4942

Honestly crazy that Amazon is spending more on capex than GOOGL when GOOGL is nearly 2x the market cap and has one of the leading AI models.

illegaltaco420

I should’ve full ported MSTR puts instead of GOOGL calls

bobbybeansss

MSFT and GOOGL will rule the mag7 these next few years. considering selling my AMZN at this point but whatever. just gonna hodl through pain