Reddit Posts
What are some swing trades for upcoming earnings?
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
Micron Price Target Analysis Part 2
My wife wants to divorce because I all in $GOOGL at ath
AMZN Extremely Undervalued
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
The AI trade is starting to look like a copper trade too
Is anyone else looking at this perfect storm hitting by November? ($150 oil, US debt spiral, and the IPO index drain)
Is Cloudflare (NET) splitting it's stock? Confused about this proxy vote item
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?
Mentions
It's obvious that Anthropic and OpenAI have pulled far ahead of everyone in the AI race. I don't see a scenario where someone else catches up including any of the big boys, but especially MSFT and META who have been responsible for most AI spending. GOOGL is still in the race, somehow, but they lost some of their top AI talent. AAPL sat out the whole CapEx thing. AMZN and GOOGL (and now META and several others) are developing their own chips, so the circlejerk financing that propped up this entire AI bubble cycle may soon come to an end especially as cheaper open AI models become more readily available. Implications of any pullback in spending, no matter how small, are just unfathomable at this point and no one is prepared for that possibility. All the CEOs will hold the line on this earnings cycle because they don't want to kill their stocks or appear to be giving up, but the writing is on the wall. It wouldn't hurt to hedge with some 6-9 months puts and dare I say NVDA and AMD are most vulnerable.
Huge difference is house renting is generating a lot more income. CapEx is rapidly depreciated asset which will become an expense on the income statement. Right now CapEx is ballooning at a rate so fast, it's way faster than revenue. Companies like GOOGL are doing crazy gimmicks like 100Y bonds and diluting shareholders to fund their negative cash flow and burn. It's obviously not sustainable at all.
Is your dividend portfolio made up of NVDA, GOOGL and AAPL? Most stocks that would be considered dividend safe havens (including the ones you mentioned) have underperformed the market in the last 4.5 years. Not sure how you could be up 120%.
I have 100k to fully deploy into one share for a 3 week swing trade, GOOGL, SPCX, MU, MRVL or NFLX help
My toxic trait is the GOOGL calls I had this werk
I think the main reason for META's recent rise is their plan to operate as a hyperscaler. They can both sell Muse Spark as a service and sell excess compute capacity. AMZN and MSFT had already proven CPU based hyperscaling was a lucrative business that even GOOGL joined the party. We've seen SPCX join the AI hyperscaling party along with many neo clouds and supply cannot keep up with demand. With all that said, I decided to exit my META long position (several years) today. While the social media empire is amazing, not sure how I feel about so many changing tangents. Plus I have enough exposure to them through QQQM and VOO.
Meta posted 30% revenue growth YoY which is gigantic for a mature company. They are trading at historically low P/Es while the nunbers (bar CapEx) are better than ever. Meta and GOOGL are positioned to bring AI to billions of consumers because of their ecossystems.
GOOGL with those end of day pumps, but never pumps enough for me to profit lol.
I’m already in GOOGL calls for earnings
GOOGL. Saw a lot of big green candles.
Alright, time to pile into GOOGL earnings are absolutely nuts and they are first up on the board. I'm looking for a massive buy in heading into earnings similar to what we've seen with META this past week. $425 7/31 calls. I'll even banbet it
120k in GOOGL @355 wish me luck
Im going back to the safehaven of GOOGL puts
Oh I am no bear...I have calls on GOOGL, MSFT and AMZN
GOOGL is pissing me off, sundar announce some shit or something, just do some zuck shit
SPY would be 760 already if GOOGL and AAPL weren’t be so shit today
GOOGL you flaccid piece of shit, get up
Started with $500. Made like $4K the past 3 months, until the latest geopolitical rug pull. Now I am basically down to \~$2K profits and 1 $400 GOOGL call expiry 8/21 that I paid a G for on Tuesday (down over 50% already). Maybe I’ll start trading again when our country has a functioning adult in charge. Til then I guess it’s back to SCHD
GOOGL needs to announce that it finished its dilution like now!
Why am o still holding these GOOGL calls for earnings, shit is down 18%
$GOOGL $360C 7/31 earnings play
GOOGL is literally forming stairs down. Googl said fuck elevators, I want you to burn slowly.
Bought in 2013, up 1200%. Not as good as my 2013 GOOG (which is now GOOG and GOOGL) which is up 3400%.
Oh GOOGL you piece of shit.
I mean earnings are close. GOOGL and MSFT for example. I can see google rallying soon
people who caught the $GOOGL dip to $350 and loaded up calls for earnings going to eat well this month
deeply believe in GOOGL and AAPL
GOOGL should be $450 rn
What are the investment you’re in? We can figure out if he’s ripping you off or not: Is this the stocks? **NVIDIA Corporation**NVDA\~7.5%**Apple Inc.**AAPL\~7.1%**Microsoft Corporation**MSFT\~4.4%**Amazon.com, Inc.**AMZN\~3.7%**Alphabet Inc. Class A**GOOGL\~3.3%**Broadcom Inc.**AVGO\~2.8%**Alphabet Inc. Class C**GOOG\~2.6%**Meta Platforms, Inc.**META\~2.0%
Man AVGO, GOOGL, and NVDA dips have saved my summer ☀️. MVPs 💪
GOOGL woke up and decided to close green today.
I believe that AI will eventually be accretive to META for example, so I have a small position. MSFT hasn’t been this cheap in years. For better reasons this time, but they are likely to pull through. A simple retating could put them at 30 PE and 50% gains from here. AMZN I purchased some last week. Robotics and AI are definitely accretive to them. GOOGL is fairly valued atm but I kick myself for planning my rebalance of PLTR last summer with the idea of buying GOOGL. Purchased the MAG etf instead and underperformed. That’s the game. Plenty of money to be made in blue chips.
Did GOOGL forget to take the blue pill? How is it down 1.5% still
It's irrelevant if you're late but do it better. GOOGL wasn't the first and is easily winning the AI race.
But that AI search cost GOOGL money, way more than the old search types, and people click on Ad links less often.
But thats only $1B. Meanwhile GOOGL is paying AAPL $20B - $30B just to be default.
GOOGL is the worst bag 7 today, makes me a sad Panda
can someone tell me why GOOGL/GOOG is going downhill? Institutions gearing up for SK Hynix? who has the crystal ball
bag holding GOOGL all the way to earnings and then the bag will actually bottom out. WTF has happened to this stock?!
I have 110k in META, 20k in NVDA 10k in AMZN and 20k in GOOGL am I cooked
GOOGL is going to be the death of my port. Never would of guessed. My own damn fault.
GOOGL is the only piece of fucking shit refusing to recover.
Quick scalps on MSFT and AMZN, made some decent change today. GOOGL fucking my ass.
GOOGL earnings is going to blow up
I went it way too heavy in GOOGL and really fucked myself here. Ahhh well, shit dont expire for 5 months.
Come on GOOGL..if you get back to yesterday close, I will never talk shit again.
Surprisingly, Its not MSFT fucking it. Its GOOGL.
Here is an idea GOOGL...how about you NOT go down.
I pray that GOOGL finished diluting and it goes back to ATH now.
I could of closed GOOGL for break even at yesterday close, but my greedy retarded ass said nahhh lets see how this goes. Down thousands again.
$GOOGL earnings buying spot?
why is GOOGL freefalling man
Even META is recovering faster than GOOGL. Embarassing.
Eh GOOGL...read the fucking room. Rest of your bag 7s brothers are trickling up. Do the fucking same.
Oh GOOGL you limp dick bitch.
GOOGL lives in the upside down. Market inverser super gay energy.
Yes yes, very good, very good. But can GOOGL stop going down please
AMZN, GOOGL, and MSFT holding SPY hostage right now
I would check out Berkshire Hathaway's holdings. They are always solid. **Top 9 holdings by portfolio weight:** |Ticker|Holding|% of Portfolio|Value| |:-|:-|:-|:-| |AAPL|Apple|21.99%|$57.8B| |AXP|American Express|17.43%|$45.9B| |KO|Coca-Cola|11.56%|$30.4B| |BAC|Bank of America|9.52%|$25.0B| |CVX|Chevron|6.64%|$17.5B| |OXY|Occidental Petroleum|6.55%|$17.2B| |GOOGL|Alphabet Class A|5.93%|$15.6B| |CB|Chubb|4.24%|$11.2B| |MCO|Moody's|4.09%|$10.8B| ||
Im thinking other tech stocks will probably get their turn tomorrow. MU, AMD, GOOGL, etc were pretty choppy today. But we'll see. What's your positions on ur calls?
I got GOOGL 7/31 calls are they cooked?
Well... Depression because JPM and GOOGL got hammered today
GOOGL with the slow bleed out
I have more confidence in GOOGL than MSFT at this point
Fuck picked a bad day to reopen GOOGL position. FUCK
GOOGL bagholder checking in i love losing everyday make me feel all warm and cosy 🥰
30 DTE GOOGL calls checking in, completely fucked already 🫡 should have stuck to 0DTE, at least it's all wrapped up and done before the end of the trading day.
Oh come the fuck on GOOGL
GOOGL feels like a chill paradise compared to the BPD dumpster fire MU/SNDK charts, I might grow to enjoy it
does GOOGL/GOOG usually run up before earnings?
Was watching GOOG price not GOOGL I feel better now #1 trader
Oh fuck GOOGL just turned red. PANIC! 😱
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $406.53 (above) | $369.58 | +10.0% | Jul 28, 5:38 PM |
!Banbet GOOGL +10% 3w
I'm not a professional, but I've put fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more (MSFT is priced really great right now, AMZN is pretty low too). Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.
Bought GOOGL calls, sorry everyone
GOOGL and KVYO keeping me afloat
port only AMZN GOOGL and META im eating too good on these red days
Yeah they're repositioning for Mag 7 earnings, GOOGL run up already began last week
I bought April dated 500C in late October or early Nov last year. MSFT just shat itself after earnings😆 my account still has a giant fucken hole in it. Then GOOGL & SaaS did the same thing in Q2..
The top 10 list is kind of a red herring. It tells you WHAT they own, not HOW MUCH. The top 10 is like 35-40% of the S&P by weight, so if the fund holds the same names but underweights them even a little, that gap adds up fast; especially this year where Alphabet alone has driven something like 20%+ of the index's entire YTD gain. Underweight GOOGL and NVDA by a couple points each and you're already way behind. The other thing is the rally has been super narrow and tech has crazy dispersion right now, a bunch of the best performers this year are tech, but so are a bunch of the worst. Active growth funds are making concentrated bets on specific names beyond the top 10, and if a few of those landed in the losing pile, there go several more points. And don't forget PRWAX is all-cap, so it's holding mid/small caps the S&P doesn't even have. TRBCX only holds ~75 stocks with weights that look nothing like the index below the top handful. Tack on ~0.7% in fees and a 10 point gap in a market this top-heavy is honestly exactly what you'd expect. Flip side is these same funds crushed the index in years when loading up extra on mega-cap growth was the winning move. That's the deal with active funds; you're paying them to be different from the index, and different cuts both ways.
when is GOOGL gonna start rippin again to ATH, earnings are soon. Shoulda just bought AAPL
Samsung is down -7% last time I checked, but I'm holding my $EWY and $VXUS positions with Samsung as a major holding in both w/o no plans of selling either. Sure, the AI bubble could pop at any time; but I'm not gonna believe it until $MSFT, $AMZN, $GOOGL, etc announce cuts to their AI cap ex spending. I've mentioned before that the Nikkei 225 surpassed the market cap of the entire S&P 500 in the late 1980's before the Japan bubble popped. I don't know why people can't handle the KOSPI percentage increase over the last 2 years. Samsung & SK Hynix revenue numbers & growth are there. If I compare $EWY vs $QQQ over the past 5 years, their gains are both almost identical. I would say the Nasdaq looks more like the bubble to me if I had to choose 1 over the other.
> Nvidia is also providing a buyback guarantee on unsold capacity, so if these partners can't fill their datacenters, Nvidia eats the utilization risk. There is currently not enough AI GPU compute capacity online. Your MSFT and GOOGL are buying capacity from neo clouds because they do not have enough. Think about that, the core of the hyperscaler model is large scale buildout efficiencies and generating high margin on that. Now you're the one willing to pay another compnay their margin to access their compute. You wouldn't do that to lose money. They can't even wait for their own datacenter expansions to online; they need/want it now. Your smaller neo clouds NBIS CRWV IREN have done capital raise purely for capex and to build a bigger footprint. This isn't a build it and they will/might come scenario - they're already here and looking for more. Even more well financed META and SPCX saw opportunity to effectively operate as neo clouds.
Thank you GOOGL... looks at my ASTS bags <Insert Pedro Pascal laughing then crying GIF>
Your question is about finding stocks to invest in with a lot of volatility for a duration of 2-3 years. My read into that is you are looking for risk stocks to make larger gains; i.e., the higher the risk the higher the potential gains. Technology stock are where I see the volatility, risks, and larger gains; Especially ones focused on AI (but majority of them are anyway). I would start with what is called the original MAG 7 which are: * **Nvidia** (NVDA) * **Alphabet** (GOOGL / GOOG) * **Apple** (AAPL) * **Microsoft** (MSFT) * **Amazon** (AMZN) * **Tesla** (TSLA) * **Meta Platforms** (META) For the year, they are actually not doing that good compared to other tech stocks. However, for 2-3 year span, they have a lot of growth left including NVDA, GOOG, MSFT, and AMZN. Same with the others but right now they appear less of a definite compared to the 4 I named. But the key is to research them, read articles on them, go to their website and learn about their products, their industry they are in, etc. The more you learn about them the more you learn of other stocks in the tech section because they will be mentioned in articles with the others. Put those symbols in Yahoo Finance and start reading articles that come up and you'll start seeing other companies and if interested, look into them. They key is "learn" about the companies and combine that with your charting and choose stocks that way. You can listen to people recommend this stock and that stock but in the end you should invest in stocks you are familiar with - you do not need to be an expert in the company but at minimum understand what they do, the industry they server, who their competitors are and how they compare to them, their financials, etc. Combining that with your charting, you'll find good stocks on upward trends and will do good with stocks for 2-3 years out.