Reddit Posts
I’m Too regard To Ignore Google’s P/E Ratio Any More.
These are the 5 stocks I’d buy today, and I’ve got my own money in them
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
GGLL trade closed in 20 minutes, walked away before the chaos got worse
DD: Why Berkshire Hathaway’s $10B+ Alphabet Investment is Actually a Calculated Backdoor Play on SpaceX
$GOOGL Reported Negative Free Cash Flow in Q2 2026 for the First Time as AI CapEx Pressure Margins.
SOX just hit bear market territory. This earnings week is make or break for semis
Google's recent dump and upcoming earnings play
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
GOOG earnings on Wednesday are more important to the stock market than chaos in the middle east
GOOGL earnings 7/22 the GAAP number is going to look insane
I bought GOOGL calls expiring in 2028 after the earnings drop — am I early, or just wrong?
Q2 earnings season rides entirely on one word from hyperscalers. Anyone pricing in the "moderating" scenario?
Reddit's 2026 Stock Picks: What actually performed?
Both Google and Amazon to lead the Mag 7 pack and markets for the next 3-4 weeks.
Fast Growers portfolio: rddt, figr, onon, app
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
Google Backs Major US Solar Project to Offset Fossil Fuel Emissions
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?
Mentions
I don't fucking get it. How the fuck can META miss earnings and drop like 10-ish % with a weak out look. And AAPL, the most valuable company in the world, can grow some insane numbers, for such a mature company, beat earnings expectations, and drop 8-9% at the lowest? That's some grade A bullshit. And what's more bullshit is that I got fucked on both of them. Totally missed out on fucking AMZN and MSFT. Just got fucked on AAPL and META. And TSM and GOOGL for their earnings, for that matter.
and some of GOOGL’s numbers were slightly soft, like ad growth and guidance I think. Still a decent quarter, the selloff was too much, buy it.
Fuck my goddamn life dude. Got smoked on META calls, got smoked on AAPL calls. How in the fuck am I 0 for 2, when MSFT and AMZN are ripping to the fucking heavens???? When I played MSFT And AMZN the last 2 earnings, I GOT FUCKED. Oh yeah, and I got fucked on TSM earnings a few weeks ago, and GOOGL earnings last week. How in the actual fuck does this happen, that everything that I touch dies? Then there are half brain retards out there full porting into MU or SNDK calls yesterday and waking up to a fucking million dollars today. What the actual fuck dude.
Raised CapEx, running negative FCF, but stock up AH. Same situation with GOOGL, but stock down after released. First mover penalty.
Soooo Amzn negative cash flow, it goes up. GOOGL negative FCF and it tanks. Okay got it.
My only position left is GOOGL...I am no where near close to break even. FUCK
You'd have to look at the 10Q's for IREN NBIS CRVW and the like for neo cloud RPO - I don't follow them so closely. SPCX also announced the payment terms for their deals with GOOGL and Anthropic - again I don't have the numbers off hand. In a past quarter, MSFT did disclose OpenAI RPO accounted for some 40% - that was how the \~$250b number came about. But to my knowledge they have not provided an update since. One thing I can tell you for sure is MSFT RPO had already hit 12 figure before the AI boom, and it's a number that has grown consistently over time (same for AMZN RPO). Bulk of those numbers are coming from big corporate Fortune 500-2000 clients. Most companies have migrated substantial portions of their compute workload to the cloud and some of it mission critical. It's not exactly an expense a business can cut.
What's the deal with AMZN's EPS, did they take a credit for an equity stake in something like GOOGL with SPCX?
GOOGL got punished for doing the same shit AMZN did. Except with even better guidance
if APPL has to fal for NVDA and GOOGL to Pump then so be it
AAPL and GOOGL same price :pepeuwu:
If GOOGL is at 330, AMZN should be at least 285 right now.
Puts on GOOGL. GD gemini said Apple earnings were gonna be at 4pm but dudes here are saying it's at 4:30pm
So I guess GOOGL is the black sheep.
**BanBet Lost** — /u/visionarymind (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $334.41 → $346.00 | +3.5% | 2d | Lost |
MSFT strong cloud growth 📈 GOOGL stronger cloud growth 📉
GOOGL keeps getting door slammed at 335
GOOGL is better for options...
GOOGL pumping because I sold my calls. You're welcome...
GOOGL, AMZN, META, and TSLA are good contenders here Consider NVDA or AMD aswell
will GOOGL ever reach 400 again?
Can someone explain why GOOGL is so fucking retarded?
GOOGL is either dropping to 325 or rising to 345. Flip a coin...
Quiet period was over after earnings GOOGL. Say someshit and get back to $360 now!
GOOGL was my favriote stock yesterday, today i hate it
kind of ironic that the only stock i hold now is the one red today (GOOGL)
GOOGL pump backt o 340 pleaasseee
it would be so nice if i could watch my NVDA and GOOGL calls all go up together but no
WTF is wrong with GOOGL? AI is cool again
ffs lol GOOGL leaps were breakeven yesterday, back down 700$ today
MSFT wasn't my favorite of the Mag 7--that would be GOOGL and NVDA--but it became my favorite at recent valuations. It had the highest operating income of any company in calendar year 2025 and remains 2nd after being overtaken by NVDA. It's been growing/accelerating operating income. The balance sheet is extremely clean, its credit rating is higher than the US treasury, and there's less risk than the other hyperscalers because the capex makes up a relatively low proportion of its revenues. Unlike GOOGL, and to a lesser extent NVDA and AMZN, its earnings aren't substantially boosted by investment gains. In fact, OpenAI was a drag on its EPS. Yes, most of its consumer products have sucked recently, but almost all of its revenue come from enterprise at this point, which are much stickier. Plus its own LLM models are so bad that their Azure business unironically is one of the biggest beneficiaries if open-weight models gain mass adoption.
incredibly wrong about everything switched from MSFT into GOOGL, GOOGL dies MSFT rips lotto call on META after beatdown pre earnings, META dumps Lotto calls on EWY, no dice shit even the tesla 400c money glitch stopped working
Why did the market decide to dump GOOGL again?
I rotated from MFST to GOOGL prior to earnings
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $350.00 (above) | $335.31 | +4.4% | Aug 29, 1:20 PM |
Thank god GOOGL bouncing back in premarket
What are these big drops in GOOGL just collateral damage from META?
MMs are cruel Making GOOGL GOOG tank with META lol what the fuck
Need GOOGL to blast through $340+ today
You could say the same for any of these hyperscalers. Although I'd say GOOGL is more diversified. And tbh, everyone who works in tech knows MSFT is shit, Windows is major slop now, they screwed Github, Copilot is horrendous.
that MSFT capex number isn't discipline, it's an accounting change. they stretched data center lease depreciation from 15 years to 25 and shifted more future leases from finance to operating, and said outright that actual spending plans are unchanged. $190B to $175B is a pencil, not a decision. same quarter they signed $130B+ of new data center leases and disclosed $329B of leases that haven't even commenced. the FY27 "positive FCF" guide rides on the same useful-life extension. reported Q4 FCF was $19.6B, down 23% yoy. and google's chart is not unclear lol. GOOGL +75% over 52 weeks vs MSFT -22.5% going into the print. google has been the megacap trade. microsoft was the one everybody gave up on. picking MSFT. it's a valuation call, that's it.
Hilarious part of it all was that, I went on a multi week trip with my GF when all this crazy upside started kicking off, so I sold CC against my 3x position to just try and find some middle ground. Unfucked myself halfway through the trip after missing out on a bunch of gains, but, still, My port went from something like 15k to near 30k. Back down to 17k in this past week or two just holding shares of TQQQ, and 2000$ in GOOGL leaps. Fuck me right? No love for my money.
ur not crazy. I bought a lot of GOOGL this week
GOOGL earnings was not good.
So far, well-run companies doing well in the AI boom continue to do well — CLS, APH, GOOGL, MSFT. Once this summer selloff wraps up, you’ve got your buy lists. META on the other hand…. Lolol
Sure SPCX, what about GOOGL, AMZN, META, MSFT, NVDA, MU, 000660 and so on? It is not a Cisco 150 p/e situation
Holy GOOGL +$5 green shrek cock candle outta nowhere
GOOGL? Crash and burn. META? Dumpster fire. MSFT? Can't publish a Windows update without having three quarters of the Internet hacked. Up.
Oh god Even GOOGL turning red after hours GG
The fuck are you doing GOOGL? You already gave your earnings
Youtube is down RIP GOOGL
META is fucking my GOOGL calls.
MSFT is burning through cash. $30.2B 2Q last years vs. $20.9B. META also burning through cash but buoyed by $24.9B in debt issuance this quarter, like GOOGL playbook. Lifting bottom range of CapEx to $130B. What's the end game here? Dilute the crap out of shareholders and borrow until they are zombie companies? Much of this CapEx is long term lease agreements and contracts. It won't be so easy to get out of them so it's not like "it'll all disappear and become buybacks again!"
MSFT is burning through cash. $30.2B 2Q last years vs. $20.9B. META also burning through cash but buoyed by $24.9B in debt issuance this quarter, like GOOGL playbook. What's the end game here? Dilute the shit out of shareholders and borrow until they are zombie companies?
Jesus christ This market is absolutely fucked Thank goodness GOOGL still holding alright
GOOGL calls may have not been the play at close
was up so big on GOOGL calls thought there was no way it would tank, now we are below todays open
i fear i may heavily regret not sellng GOOGL calls at 2:45 today
yall notice how well stocks seem to recover after earnings? NOW, GOOGL, IBM, NFLX all green/barely red
GOOGL might actually just buy out MU
GOOGL calls just shed over almost all of todays gains in 20 min
Wow the GOOGL collapse into close
I would like GOOGL to hit $345 today
bought GOOGL calls after earnings call, up 260%
Current portfolio (\~$250): GOOGL - $74.79 V - $48.41 INTU - $33.37 MELI - $33.09 COST - $22.41 COKE - $21.84 TOST - $17.1
GOOGL just completely uncoupled from the market. Fuckin everythign else red today
Trust me bro, you can recover and gain a surplus. Just stay away from "momentum" stocks/industries and stick to blue chips for your TFSA. I was in a similar position 5 years ago, lost half my contribution room and felt like I blew it. But I decided to go fully into blue chip tech like AAPL and GOOGL and now I have a surplus.
Go ahead and sell them GOOGL calls for a loss. They gunna pin this shit to expiry since everyone bought 350 calls
META and MSFT going to dump harder than GOOGL because of all the money they plan to give to semis and memory. Therefore semis and memory will ultra dump
Of all the Mag7, META is the only company that has shown no real ROI on its massive AI spend. Unlike GOOGL, AMZN, and MSFT who have cloud businesses, META is out there operating rudderless, unless they show that creating AI girlfriends on FB is the real future.
Nah a liquidated a while ago. I bought a couple of GOOGL LEAPS Monday, but nothing aside from that. I do not understand what is going on right now enough to execute. Easier for me to sit aside in this case.
GOOGL is unstoppable because the piece of shit did all it's losing beforehand
Daddy GOOGL almost back to pre-ER-dump prices
If you actually want to be rich 15k in index funds will not cut it. VOO and QQQM are safe but not high growth. Recommend GOOGL, ASTS, RKLB and at these levels should hopefully outperform market in 5-10 years
Call it cope. Call it delusional but GOOGL 350 thursday EOD
17% for NVDA is peanuts, so is GOOGL and it’s already recovering after earnings sell off
>NVIDIA experiences a max drawdown over 20 years of 85%; Apple 68%; Alphabet 67%. I own all of these tickers for a very long time. I remember AAPL fell by over 50% during financial crisis. And NVDA fell by over 50% during 2022 inflation worries - GOOGL I think was close to, but not quite 50%(?) or I could be mistaken and that was the -67% drawdown. But those drawdown numbers are very misleading as they are just picking a near term peak which with long term growth trajectory gets left in the dust. The peak is very short, and odds are a buyer is more likely to have bought off peak than at peak. If APPL drew down over 50% from $200b to under $100b market cap, but is now $5b market cap you can't even see that dip on a chart unless you switch to logarithmic. But more importantly to this discussion, you'd still have made out well and easily beat the index many times over. The key is buying the right stocks, and holding them forever (or until they are no longer the right stocks). Picking the right micro, and ignoring the macro is going to win in the long run. A combination of not finding strong and sustained growth and lack of patience is why many individual investors will lose to broad market returns in the long run.
I didn’t say he avoided them. I said his history was he did not invest in them. Going back thru history, IBM was his only real tech stock, prior to AAPL, and now GOOGL. He made his chops in Banking, Insurance, Coca Cola, Wells Fargo among his huge holdings. He used to say he didn’t understand tech stocks. But I am sure he was being self deprecating : Here is his top 10 holdings in 1992 and if you know Buffett well, this would be fairly stable over time. **COMPANY** **MARKET VALUE OF BRK'S HOLDINGS** **Coca-Cola** $3,911,150,000 **GEICO** $2,226,250,000 **Capital Cities/ABC, Inc.** $1,523,500,000 **The Gillette Company** $1,365,000,000 **Freddie Mac** $783,515,000 **Wells Fargo** $485,624,000 **General Dynamics** $450,769,000 **Washington Post** $396,954,000 **Guinness PLC** $299,581,000
That hurts. The market overreacted on GLW just like GOOGL.
i was bearish MU/ASML/TSMC/GOOGL/INTC earnings beat or lose based on positioning. same pov is much better now for SKHY
Boring stuff: GOOGL, MSFT Growth: NBIS
AMZN, GOOGL, MSFT are all out of vCPU capacity in EUS, EUS2 regions... no capacity for customers, so customers can't spend more thus they arent going to make profit
Sorry but Zuck is going to be a cuck; too late to the party. AMZN, GOOGL, and MSFT run the cloud. He is trying to unfuck his metaverse investment.