GOOGL

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)

mtnrnnr802

I buy 5% OTM calls on META, GOOGL, AAPL, and MSFT, and I check my port 5000 times a day

BigShmokeBuffer

A nice welcome back to og GOOGL price action Let’s 🦀 bitches!

szokdogg

GOOGL and MU I hate you both

MomentPrestigious180

Damn bro, I was thinking to switch from VT to GOOGL yesterday because it looked like a nice opportunity to steal some alpha. Thanks god doing nothing is also a superpower.

Nefarious_AI_Agent

OK cooling off with a dip in VIX and GOOGL spiking, all is well

Nefarious_AI_Agent

GOOGL why u being a POS today?

illegaltaco420

Everyone keeps upgrading GOOGL and it keeps dumping 😭

Portfoliana

the diversification concern is actaully valid but the framing misses something. these arent random stocks, they're the most dominant businesses in the global economy. the real risk isnt the companies, its whether current valuations already fully price in their dominance. MSFT, NVDA and GOOGL have been getting massive coverage across basically every investing sub this week, which tells you thats exactly where the market debate sits right now. for a 401k with 20+ years, manageable imo. shorter timeline changes the math.

Portfoliana

as a long-term holder of both MSFT and GOOGL imo the market is conflating two very different questions. will specific SaaS tools get disrupted? probaly yes for some of them. does that destroy the cloud/platform layer that every AI workload runs on? the opposite seems to be happening. been seeing these two mentioned across basically every investing sub this week, and most of thats actually pretty bullish on the infrastructure angle. the cybersecurity fear especially havent made sense to me since AI makes attack surfaces larger not smaller. the real risk is mid-tier SaaS with weak moats and no platform leverage.

Krazyindiandude

Calls GOOGL

Imaginary-Writer-125

Three stocks that I think will easily 2x from here SNDK (memory shortage + WDC forced to sell) HOOD (2x will return to ATH levels, more new products and developments while gaining large revenue and EPS) FSLY (Ai beneficiary, market cap far behind NET and GOOGL, antropic news overblown)

kool_mandate

So CRWD has a very strong network effect moat as you mentioned . CRWD has very impressive ARR (annual recurring revenue), when it defends against one type of attack with one client, it uses that learning to defend against that type of attack for all clients . It’s very hard for a new entrant to gain the type of credibility CRWD has , and it keeps getting harder by the day . A network effect moat like CRWD has is the same type of moat that GOOGL has. I mean someone can come along and replace Googl technically , but becomes less and less likely .

Constant-Bridge3690

Buying GOOG and GOOGL is double counting.

ConsiderationKey1658

!banbet GOOGL $320.69 1w

ConsiderationKey1658

!banbet GOOGL 324 10d

ConsiderationKey1658

GOOGL 420 💨

AirportMaterial5917

GOOGL 320

ConsiderationKey1658

GOOGL 420 💨

AirportMaterial5917

GOOGL 320

DocInABox33

**VT holdings Top Ten** 4.14% NVDA (US company) 3.5% AAPL (US company) 2.95% MSFT (US company) 2.12% AMZN (US company) 1.82% GOOGL (US company) 1.48% GOOG (US company) 1.45% META (US company) 1.42% AVGO (US company) 1.24% TSMC (International company) 1.12% TSLA (US company) 20% of VT holdings are the top 9 out 10 are US companies…. Hold on let me fix your statement for you >”the clueless and irrational reading is evident, sorry you can’t see it”

Goal170

Time to buy, Go MSFT. Missed you on GOOGL

Nefarious_AI_Agent

CRWD looking like a GOOGL opportunity

softboiledjadepotato

Agreed.. Remember when the analysts were saying GOOGL was cooked in the 160s?.. cause search engine would be obsolete... Same thing with all this software is dead BS

Nefarious_AI_Agent

AI couldn't even kill GOOGL search but now its supposed to kill half the dam companies in the s&p?!?!

Rock_or_Rol

For real.. AMZN and GOOGL are both heavily invested in Anthropic but get punished for it.. like, wtf 😂

LeBhikariLe

GOOGL went from ~320 at open to now ~310. FFS

Such_Coin

Et tu, GOOGL? 🪦

Nefarious_AI_Agent

Bruh GOOGL not you too...

Sandvicheater

Remember back in beginning on 2025 everybody was clowning and doubting GOOG/GOOGL? I was still bullish AF on the company and kept DCA shares but if Google's clowning is anything to go by MSFT has couple more months of downturn before it turns around.

mtnrnnr802

I need GOOGL 400, AAPL 300, MSFT 450, META 710. Right fucking now bro.

illegaltaco420

Plz GOOGL go back to 340.

Electrical-Prize5445

My 0dte GOOGL Calls breakeven at $315.5 Do I sell or hold? (Currently at 70% loss)

Johnnyboy2825

If you had 60+ shares of AAPL and AMZN, and 38 shares of MSFT and GOOGL, would you cut ties with any of them and put the money towards GLD?

tommyboy441

GOOGL needs to go back to $319 like it did right at open

saw-it

That’s the GOOGL I know

Electrical-Prize5445

GOOGL WTF why do I have calls??

LeBhikariLe

GOOGL taking SPY down

LeBhikariLe

NVDA and GOOGL holding back SPY from dumping further

mtnrnnr802

First time I’ve seen GOOGL not dump the day after some positive price movement in a while

mtnrnnr802

GOOGL gonna hit $420 EOY

BeginnersDuck777

GOOGL TO $500!!!

hermeskino715

Now everyone's horny for AI again? (META, GOOGL, NVDA)

Electrical-Prize5445

Watching GOOGL go up after rendering my $360 call worthless throughout the month is just hilarious

MaxEhrlich

272k to divide into shares of MU, SNDK, NVDA, GOOGL, AMD, TSM, AVGO, AAPL, AVAV whatcha think?

motomeru2526

!banbet GOOGL 330 6h

RedElmo65

Dang. He anticipates that GOOGL is going to crash?

jonneh

Wells Fargo Upgrades GOOGL to Overweight from Equal Weight # Raises PT to $387 from $354

Prudent-Corgi3793

Why would you consider TSLA, NVDA, or PLTR to be peers of RDDT? RDDT should be considered to META (which you did), GOOGL, PINS, SNAP, etc.

handsome_uruk

I wish I had more cash to port more GOOGL at these dirt cheap levels

mtnrnnr802

I’m too scared to look. Is GOOGL $400 yet?

mtnrnnr802

I’m going to be very upset if GOOGL opens at 200

analbuttlick

GOOGL is my biggest position by far. But i have been holding since 100 per share. It was really undervalued and people underestimated their AI capabilities. Now its neither of those i believe, and its also expensive compared to historical valuations. So for me its not safe at all at current valuations, but im holding because selling would be too expensive

Illilouette

My PhD friends in tech are making double or nothing investments on GOOGL if that means anything

Iunatic

More than likely it'll stay flat since we basically know exactly how much they'll earn from AMZN MSFT META GOOGL lol

Due-Reporter-7004

From a random kid: GOOGL is widely seen as a strong investment due to diversified business segments, compounding revenue, and cloud computing and AI market position. A concern with a lot of the mag 7 is their rising capital expenditures.

OG_Sharp

Of the mag 7 was my main point. While meta has a lower forward PE, i don't like the stock. There are certainly other companies to invest in out there, but I added more shares of at MSFT at 400. I ask my self, which stocks could I foresee reasonably increasing in value 25% or more this year? Could MSFT reach back up to 500 or above? I think that can entirely happen. It hit 540 back in October. Could Google go from 300 to 400 or Nvidia from 190 to 250? Maybe, though less likely (I own similar amounts of GOOGL and NVDA as MSFT now).

Portfoliana

the "sell everything and buy VOO" crowd is kind of missing something here. AMZN, GOOGL, AAPL, MSFT are literally the top holdings in VOO anyway, so you dont need to sell those and eat the capital gains to get index fund exposure, becuase you already have it. the one actual problem in this portfolio is taht Tesla is 50% of it. trim the Tesla down to something sane over a year or two and let the rest ride.

Happy_Discussion_536

u/LarryStink >Cassandra is unchained tonight on X. This retard is literally posting "GOOGL will be the next Motorola" lmao. "AI is like electrification bankrupting utilities." He was right once and had been sniffing his farts since. Meanwhile completely ignores the money printer.

Embarrassed-Sky6890

For the long term ETFs and Shiny rock holdings are the best. If you want a singular stock it would be GOOGL for me.

notdoingdrugs

I have not seen a source to your first sentence (if you have one - I’m interested); and I do own more GOOGL than AMZN, but Jazzy did say their Trainium chips are at a billion dollar run rate on the Q4 call, right? So folks, why is this user so heavily downvoted here? To keep these stock subs decent we can’t downvote differing opinions (especially if you’re just blindly downvoting anything against your current portfolio) without engaging.

zurijer

AMZN, GOOGL, and META rallying and then you have this POS MSFT going the opposite direction

CMDR_Shepard96

MSFT you piece of shit. GOOGL managed 4% today

Standard_Tea8250

GOOGL calls?

mtnrnnr802

GOOGL bears where you at????

AirportMaterial5917

It’s a lot of people with GOOGL puts in here and it shows

AirportMaterial5917

Can we get a 10 beep increase on GOOGL tyfyattm

MitchCurry

If I could only own one stock and no ETFs for the next decade, I'd pick GOOGL and I don't know how anyone would pick otherwise, even over BRK which is basically an ETF. GOOGL just has so much upside in so many areas along with absolutely dominant existing segments that can fund those other areas in perpetuity.

tired_ani

$GOOGL has discussed spinning its TPU chip effort into a standalone unit as it tries to widen adoption beyond its own cloud, while also using its balance sheet to finance more third-party data center partners to compete with $NVDA, the WSJ reports. The report says Google is in talks to invest about $100M in neocloud Fluidstack at a ~$7.5B valuation and has backed projects tied to Hut 8, Cipher Mining, and TeraWulf to drive TPU demand, though Google says it has no plans to restructure the TPU team.

mtnrnnr802

I now expect GOOGL to go up 4% every day until 2030

AirportMaterial5917

Can we get a 420 on GOOGL

tbuitommy

🤣At least GOOGL decided to wake up after the week long slump.

rebel-capitalist

I should have put my money in AMZN or GOOGL instead of MSFT. It’s dead money

Coffeewin

MSFT look at your friends AMZN and GOOGL, don't be shy you can do it too 🤗

Standard_Tea8250

GOOGL bottom was so obvious

ArturoAutistic

!banbet GOOGL 400 30D

Interesting-Iron2587

GOOGL back to 330 soon

joe4942

Finally, market remembering GOOGL is not "just a search engine" again.

illegaltaco420

Plz GOOGL go back to 340 🤡