GOOGL

Independent_Name_601

Does anyone know if the individual stock futures for some individual stocks are available yet? It’s supposed to be happening sometime soon I believe. (GOOGL, META, and AAPL) these are going to be some of the first.

Sober_Alcoholic_

They rotate in and out of NVDIA, META, MSFT, AMZN, GOOGL etc to keep ETFs like SPY and QQQ propped up. Hence why anyone playing 0DTE’s on them for the past few weeks has gotten obliterated by theta. He’s probably betting NVDIA stays at or below this range, he’s also almost certainly betting it never sniffs $200 again.

I-N00b-hi

SNDK NBIS NVDA META RDDT MU TSLA GOOGL That’s my total folio

Coloradospruce33

Oh boy. I like MSFT to recover a little but I would have chosen META/AMZN/GOOGL

Apprehensive-Ice8996

Market narratives shift constantly, and consensus views are often unreliable indicators of long-term winners. In 2022, for instance, I was accumulating GOOG at an average price of around $116 per share, when the prevailing sentiment suggested Google was falling behind in AI and that ChatGPT posed a serious threat to its core search business. Around the same time, META traded down to roughly 12x earnings, albeit for different reasons. These examples reinforce that valuation metrics like P/E, while useful, are far from definitive. Today, there’s a strong narrative positioning GOOGL and AMZN as clear AI winners, but that confidence may simply reflect the current phase of market sentiment rather than a durable reality. Consensus often lags and tends to reverse over time. When evaluating companies like ADBE, I find it more useful to look past surface-level narratives and focus on the underlying technology. A key question is how easily AI agents can replicate the core functions of these platforms. If tasks traditionally performed using tools like Adobe’s suite can instead be handled through prompting or automated workflows, that points to a higher risk of disruption. Looking at it this way can provide better insight into which companies are likely to maintain a competitive edge versus those that may face AI-driven commoditization. Personally, I tend to evaluate stocks starting with the strength and defensibility of the underlying technology. Strong financials then serve as a backstop helping filter out companies that may be technologically interesting but lack the durability to survive. Ultimately, fundamentals tend to assert themselves over time.

ArturoAutistic

Another sweet, sweet night of good dreams knowing that I’m leveraged to the tits on GOOGL and I’ll have enough to fully pay my home and be a total recluse in a few months

DanielzeFourth

The only thing is that the premium for Google is quite ridiculous. The price to operating cash flow when not calculating SBC as operating cash flow is: 16,77 for META, 18,69 for MSFT, 21,25 for AMZN and 28,66 for GOOGL. All the while in the prior quarter the YoY comparison for the same companies were as followed. Revenue growth YoY: META 23,8%, MSFT 16,7%, AMZN 13,6%, GOOGL 17,9% Operating income growth YoY: META 5,6%, MSFT 20,5%, AMZN 17,9%, GOOGL 15,8% Operating cash flow growth YoY (excluding SBC): META 27,8%, MSFT 69,8%, AMZN 23,4%, GOOGL 36,3% When looking at the data and the number is really don't see any reason why Google deserves a over 50% premium over Microsoft and Meta and a 35% premium over AMZN. I was saying the exact same thing one year ago about Microsoft when everyone was saying Microsoft was winning at AI and was going to be the best cloud provider. Microsoft was trading at a +40% premium compared to other big tech and got destroyed because of it.

zeusbox

Erm. AAPL, MSFT, META and GOOGL?

PooPooPointBoiz

Dude I don't know whether to laugh or fucking cry at this MSFT bullshit. Other MAG7 stocks have RIPPED this week. And every. single. goddamn. day. MSFT has gone red. Sometimes deep red, sometimes kind of red. But red every fucking day. How in the fuck is this stupid MAG7 stock down 23% YTD, when the likes of GOOGL and AMZN are literally green for the year. What the fuck. And why am I balls fucking deep in this stupid POS stock. I tried to buy the dip and the fucking dip kept on fucking dipping.

saw-it

GOOGL touches red, rocketship back up. MSFT touches red, this is bloody nice.

saw-it

GOOGL pulling a microslop

hermeskino715

GOOGL only one going down now is surprising

ExplanationNormal339

Your three-bucket approach makes sense for small accounts especially. The thing with $GOOGL though—it's bouncing around $318.49 with solid support at $18.93, but that's where a lot of defensive positioning gets shaky if rates stay elevated. AI exposure still carries geopolitical risk given today's Strait of Hormuz tension affecting energy costs. What's your actual allocation split between the three buckets?

Tomieez

Should I buy more GOOGL?

Goddamn7788

At this price to buy Amazon. I'm going with GOOGL.

iMakeGOODinvestmemts

$AMZN $GOOGL own the 2 biggest holding. $AMZN is the main cloud provider for them and expected so see $2-3b increase in AWS as a result of revenue going to $30b from $5b 8 months ago lol.

usa_reddit

Why? because I am only looking for the profit and not looking to be a long term investor in energy. I just want to get the pop, take the profits, and sell. My strategy is that I buy some to establish a position and if it goes down, I sell all and lose a little. If it goes up I keep buying then sell and take profits once it reaches the new line of resistance and move back to cash. In a normal market I would agree with you on VOO, but this is NOT a normal market. This is a pump and dump market being manipulated by Tweets. Looking at the year so far: VOO is down -.52% YTD MSFT is down -21.12% YTD GOOGL is up +1.06% YTD For me rotating in and out of energy, tech, and gold my portfolio is up +7.33% YTD as of today. I am waiting for VDE to either drop back to $138 or for news that the IRGC detained a tanker, then go back in on VDE, ride the wave, take profits, and move back to cash/SGOV. If things ever get back to semi-normal I will get back to boring Bogglehead investing but with the VIX (volatility) being high there is money to be made by shuffling around. So far YTD in my portfolio IAU 6% ITA 10.37% SCHD 11.24% VOO 3.96% MSFT -3.94% Also, I was crushing it with SMH which is still rocking, but had a Trailing Stop set too low and a morning dip got my SMH. :( I really want that ETF back at a discount. Oh well. Why Microsoft? Microsoft is flush with cash and I think they will be the tech comeback story of the year. I typically don't like to buy stocks, but I have a good feeling about them and their cloud services even with the AI CapEx burning money. I am not a genius and this could all just be luck but 7% makes me happy.

iMakeGOODinvestmemts

$META is such a L stock lol. 98% of the revenue come from Advertising like wtf. $NVDA also a meh biz. $GOOGL AND $AMZN doing better selling better chips one day and will EAT AWAY $LONG $AMZN $GOOGL $MSFT FREE MO

-IQ200

So no one’s talking about INTC and GOOGL partnership? I thought I could trust you guys with quality DD. 😒

PooPooPointBoiz

Dude fuck META and GOOGL and AMZN. How the shit do they rocket 5-10% in a day or two, and MSFT fucking goes red. Literally what the fuck.

PooPooPointBoiz

Yeah, for the pay out for this one lawsuit. But the reason META and GOOGL shat the bed is that it opened the door to more and more lawsuits, since other suits can point to this ruling as precedent. A tobacco industry moment.

iMakeGOODinvestmemts

But Fr $AMZN going to have a $GOOGL like run soon. Anthropic powerhouse, AWS, amazon Leo, + The chip biz is at $50b a year. $NVDA WHO??

amanj41

It’s cause I bought a LEAP for it. I got lucky with GOOGL and AAPL LEAPS, then I turned into the ultimate knife catching bag holding retard with NVO, LULU, NVIDIA, and MSFT

VariationConstant675

INTC to 100......GOOGL partnership....Musk hype...

Virtual-Tonight-2444

I sold Sndk today. Got $800. I’ll take that. Then added more to GOOGL and META

SkepticalInvestor21

Props for the structured approach and public accountability - that's actually smart psychology for breaking bad trading habits. Your plan to document everything and focus on process over profits shows you've learned from past mistakes. One thing that might help with your thesis development: before entering each position, run the ticker through a due diligence scan to catch any red flags you might miss. Even with solid companies like GOOGL, it's good practice to verify fundamentals align with your entry point. The 100-trade goal is interesting, but make sure you're not forcing trades just to hit the number. Quality setups > quantity. Looking forward to seeing how you execute the risk management side of this challenge.

MegalodonBite

GOOGL > Microsoft. GOOGL > Chatgpt. Anthropic > GOOGL Hope that helps. ChatGPT is not the leader in any thing - neither is microsoft.

MegalodonBite

Why would you dump energy stocks during the heat of an OIL war with incoming shocks? Gold / MSFT are terrible. GOOGL is a better buy. VOO is great if the spacex IPO isnt in it. ITA makes sense long term not really Q1....

xReMaKe

Just a reminder in case you haven’t been looking at the charts. MSFT IS DOWN! THE SPY, QQQ, AMZN, TSLA, META, GOOGL, AAPL, NVDA are all up. MSFT IS DOWN!! THEY WERE ALSO DOWN YESTERDAY… on ceasefire day. If there is any company that should be fucking nuked out of existence it is this stupid shit.

joe4942

I think it was a fairly big mistake for MSFT to focus so much on the Windows 11 upgrade without having much laptop/desktop options. To then fumble the opportunity of creating a solid LLM and letting GOOGL, Anthropic, and OpenAI establish marketshare instead was also a big mistake. Business marketshare was always a big part of Microsoft's success, and now corporate IT departments have viable Microsoft replacements with Apple Macbook Neo laptops and Anthropic AI.

joe4942

Aside from Azure, there's just nothing to be excited about. Software is bearish due to AI, and MSFT so far has just not been impressive in AI implementation. The Copilot branding isn't working. MSFT should have just acquired OpenAI to compete with GOOGL.

IdioticPrototype

Is $20k your entire net worth? Did you put all $20k in GOOGL? 

LimboLottoLambo

i wish. i long GOOGL

Significant_Speed854

Don’t forget TSLA. MSFT, GOOGL, AAPL also down all day……..

Significant_Speed854

GOOGL, MSFT, AAPL, TSLA down Oil pumping SPY going up.....

Such_Coin

MU and GOOGL are my top 2 rn. MU obviously has more upside, but it seems like GOOGL is the best mag 7 rn

PooPooPointBoiz

I'm right there with you big dog. I can't fucking believe this stupid POS stock ended the day red when SPY ripped 2.3%, the likes of GOOGL and META ripped 4-8%. And you're telling me MSFT is red today? And down 22% YTD? When almost every other MAG7 company finally is green for the year? How is MSFT such a piece of shit.

PooPooPointBoiz

Dude FUCK GODDAMN MSFT. STUPID POS stock literally ended the day red. On a day where SPY ripped 2.3%. That's literally unheard of. It's just bleeding for no goddamn reason at this point? Capex AI spending? GOOGL and AMZN have MSFT beat by a long shot. Maybe MSFT needs to get their head out of their fucking ass and not make Win11 so bloated and full of shit. And make copilot actually useful. Even a smidge useful would be leaps forward from where this dumbass company is now.

Variation261

Just in case the "ceasefire" doesn't hold, I decided to sell GOOGL at $218.××. Was going to sell NVDA as well, but when I got a chance, it was already off its highs for the day.

Shot-Ground-9898

Been using GOOGL exclusively 

Shot-Ground-9898

META firmly back in the AI race. META and GOOGL will be top 2 EoY. Can’t wait to see META infuse this in the apps sht will be a game changer 

pain474

People here really explaining why they buy GOOGL

Not69Batman

I am long GOOGL (231 shares bought 2021-25) and use Google Finance, but it has lagged behind Yahoo Finance for analysis until now. Just opened the new Google Finance Beta and it has so much cool stuff! Compares multiple tickers, shows moving average indicators and cash flow data. Still exploring!

PlusMixx

Sold SNDK MU and precious metals stocks, bought a large amount of GOOGL stock

Dry_Environment_9631

Watch for how this affects $GOOGL's service revenue and if market share gains translate into sustained upward price momentum.

I_invest_in_AAPL

April 8th vs 9th, haha been there. On MU at 312 though... that's a tough one. Always tricky spotting the top/bottom on those hypergrowth names. For me, still thinking about where the FCF goes for my picks. Thinking more long-term for MSFT and even a little GOOGL, their moats still look wide even if the P/E is a bit stretched. TSLA, definitely agree on the regard strength. Wild ride for sure.

Sober_Alcoholic_

Because they pumped last week along with NVDIA Money rotated into GOOGL, AMZN and META.

LeBhikariLe

I really hope this run for MSFT is like what GOOGL had for anti-trust in 2025

Sober_Alcoholic_

MMs in control of SPY and QQQ. You have to play one of their underlying stocks. Watch out for GOOGL and META (this week anyway. Last week was MSFT and NVDIA/AAPL) they appear to be the anchor stocks to keep them propped up, so scalping is your only real option there.

Adrian_TTV

Haha bought GOOGL puts yesterday.

Sober_Alcoholic_

Last week they used MSFT and some NVDA and AAPL to prop up QQQ and SPY. Looks like this week is META w/ some GOOGL and AMZN. 675$ is the number today, they buy and sell META accordingly.

Rosella2562

Say what you want about META but stock can hold a rally once it starts… All others like MSFT, AAPL, GOOGL seem to be allergic to going up more than 3-5% without immediately fading - Hope I’m wrong though so I can profit on some calls 🙃

UnObtainium17

I hold 20 stocks in my personal account, 8 of them are up +4% or more. Been a while since i had a day this good. RYCEY, MU, META, TSM, EMBJ, RDDT, AVGO, ITA and GOOGL.

Kill_4209

what's your next GOOGL move?

trentcoolyak

Holy fuck GOOGL I’m about the bust 🥵

ten7four

/u/Hairylis why are you DM'ing me telling me to buy GOOGL instead of USO. 1) No, and 2) why not just say it here in the thread

bartturner

Sometimes they will allow the share holder to choose if their chairs are kept in GOOG/GOOGL or the spin off company. This is how we did it with a company I was involved with almost 20 years ago now.

Beagle001

My Lotto calls on TQQQ and GOOGL are stuck right ATM. Fahq.

HalloweenHummus

I think MSFT is actually in for an era of decline as ironic as that sounds. \- They're outpaced by AAPL and GOOGL for consumer friendly hardware \- Office business is a legacy monopoly that will ultimately lose to freeware sooner than later like Google Classroom \- They were the first to the AI race but it's looking increasingly like the beginning of AI was more of a financial and tech throttle period. Now that the transition period of a new field has been passed things will develop exponentially faster. Massive opportunities will present themselves with ML/AI in the future but it's difficult to see how MSFT can guard their share of the pie when the tech becomes more mainstream \- Gaming division is stacked with IPs for decades. They can play it pretty safe and extract maximum value long term from players so long as they play it safe. IP isn't indestructible but it can be milked sustainably if you don't push the fans too much. \- Azure is the real gem. It's essentially the only real cloud ecosystem rival to AWS because other cloud providers (like Google Cloud) are essentially just re-packaged AWS. This can still bite them in the ass because if these rival cloud providers are still getting the job done and Azure growth continues to slow they'll lose their dominance as well.

Coloradospruce33

I just think GOOGL & META are NEAT!

jaimelannista

I sold covered calls slightly above my cost basis at 190 for NVDA for 1/15/2027 x 6 contracts @ 18.50 315 for GOOGL for 1/15/2027 x 1 contract @ 23.50 They are going to be even more deep red, they already are. Any ideas how I should manage them? Roll? buy more of the underlying? Just hold for max profit? Hold until January? Wait for a possible double bottom at 630 on SPY?

hermeskino715

Congrats to the bols...for making NVDA go back to the same fucking range that it'll be stuck on for the next 3-5 months lol Only GOOGL and AMZN impresses me though

ai-moderator

#TLDR --- **Ticker:** OIL, GOOGL, LMT, PRIVX **Direction:** Up (To the Deel Dimension 🚀) **Prognosis:** Buy $OIL $150 Calls (5/15) & Accumulate SpaceX/AI Proxies ($GOOGL, $MSFT) **Catalyst:** The "Great Global Deelension," Iran proxy wars, and impending Mega-IPOs **Brainrot Level:** Terminal 4D Chess ♟️🤤

Misaka9615

I will when MU hits 1000, GOOGL 450 and SPY 800 next year. Not a second before then

trade_thriving

Yeah I get it, the morning decision is tough. Honestly I'd hold through at least tommorow - IV crush already happened at open so your past the worst of it. I've seen GOOGL calls print harder days 2-3 after earnings when the narrative settles. Plus 12/19 gives you almost a month of runway. On MSFT though, fair point about the beat and OpenAI ties, but I'm gonna be real - that's already baked in.

YouFknDummy

Damn. Oh well, my position wasn't great anyway GOOGL 300 DEC calls...good open interest but low volume. I still made a lil 13k profit

moosewithamuffin

Sold my GOOGL calls today like a coward

AirportMaterial5917

Yes GOOGL!!!

MegalodonBite

MSFT is literally losing the AI race to GOOGL.

wyudtix

I bought GOOGL puts and now they announce Anthropic deal, fuck me

ShroomGrown

GOOGL

Jagged_Tide

“We have the best goggles I’ve tried them” Calls on $GOOGL

TouchTipz

It should be illegal for YouTube to put up ads during these conference Fuck you GOOGL

wyudtix

I have GOOGL 295 puts expiring on Friday, am I cooked?

Pete26l96

After a over a year of holding AMZN, which I sold GOOGL to full port into, I will now be selling it to invest in a high-risk speculative defense company ~10B market cap. Watch my new investment tank 30% and AMZN rally 50% 😂

ArturoAutistic

Baby I’m not gonna sugarcoat it, GOOGL was not the first 5 trillion company but will be the first 6 trillion company and more, join the agenda now!

Specialist_Exam_8433

You think 10 dollar gallons of gas will deter the American consumer? 3 out of every 4 Americans take debt to the grave with them. Big tech ad profit (META, GOOGL) will continue to rip higher and higher as Americans spend like there is no tomorrow. Eventually it will come crashing down in 2030 when AI mass replaces white collar workers causing the unemployment rate to skyrocket to 20%+ but until that happens we party on.

Pete26l96

and to make things worse, I bought an HP Elitebook 2 years and I've spent over $50 just replacing individual keys because the fking keys keep having problems with the hinges. and now the letter "t" is having problems so I probably going to have to order another and spend another $5. Doesn't help that I full ported into AMZN 1 year ago, selling GOOGL to do it, and instead of being up 50% I'm down 5% LOL

ContributionParty577

I’m doing the same. Get a bit more defensive but GOOGL and the likes still cash machines

rugby_hurries

Most likely you won’t receive any direct SpaceX shares. Alphabet will probably just hold or partially sell its stake, and the value should get reflected in GOOG/GOOGL price.

Illustrious-Coat3532

GOOGL sure did nosedive from ATH.

hi-imBen

Why would the IPO change anything? It is Google's investment, and if you have GOOG/GOOGL shares then you just get a small amount of indirect exposure. Just like it is today.

Far-Space-5219

This is prior buffet last move of a ~1-2% stake in GOOGL (and more than 30% from his student, Li Lu) so I’d personally cut msft/appl (similar CAGR, and out the 3, I think google is positioning itself really good as a defensive play). i’d then redistribute either into SMH (vaneck’s semiconductor ETF) and top up voo/amzn (or more googl, even) or either buy directly some nvda/btc + googl. * i like, and own, amzn too, but if amzn + intc CAGR are similar, you might as well top up ETFs/individual companies positioning themselves for the future.

Loose-Amount6793

This is foolish logic with many flaws. Namely: 1. Opportunity Cost. If you invest $50,000 right now and the market crashes, the value of your investments could collapse to $20,000 or less. In particularly bad cases (like the ones brought about by an oil crisis) markets can take years to recover. So now you’re sitting on assets you paid $50,000 for which aren’t even worth $20,000, when you could’ve invested at the bottom (or after the bottom) and made a greater return on your investment. There is a huge opportunity cost to investing at the wrong time. And yes I know - “time in the market yadda yadda”. But that is bullshit. We are literally all timing the market, it just depends what timeframe you are applying. And there is an opportunity cost to timing it poorly, even if you are playing the long game. And 2. Idiosyncratic Risk. During times of extreme economic uncertainty, the likelihood of “backing the wrong horse” increases. Many companies may suffer structurally from investments they’ve made in AI, if there is a huge supply/demand-side shock to the industry. We may be about to witness both - simultaneously. With increasing helium shortages due to the Strait of Hormuz being shut off and a very real risk of an AI bubble bursting, some Mag7’s are highly exposed. Will MSFT & GOOGL likely survive? Sure. Will they likely be profitable in the near-to intermediate-future, if the AI bubble bursts, given their exorbitant AI spending? Likely not.

Pin-Last

I’m as bullish MSFT as I was GOOGL last year. I got lucky on googl but a double is a double 

AwaySoftware1462

People are way to black and white about "don't time the market". Yes hitting the exact top and exact bottom is basically impossible, but if you pay attention at all over the last few years it's not been hard to get out relatively near the tops. Last year liberation day it was pretty obvious we would go down quite a ways before the market really started selling off. got out within 3% of the top. Same with this current decline, we were sideways for 6 months with a rounded top starting to form, increasing layoffs and increasing inflation, before the selloff started happening recently. There were also many reports of U.S. carriers in the middle east before the conflict really kicked off. It's not that hard if you pay attention and understand macroeconomics. Most people are just too lazy to pay attention. I think identifying when to buy back in is a lot harder though, so if I manage to somewhat call the top and miss some decline, I'm pretty aggressive about hopping back in on things that are beat down much more than indices (right now MSFT, META, GOOGL, NVDA, AMZN, etc)

handsome_uruk

Can GOOGL cut the BS and go to 350 already. getting tired of this shit.

Scribble_Box

>I would rather full port into GOOGL. That's because you're not retarded.

blindrubberchicken

What happens to those stocks if he bites the dust? I never invest in companies that are dependent on a single person or the cult of personality. I would rather full port into GOOGL.

Snowman33001

Took a Waymo for the first time this week. Very impressive. Long GOOGL

BudgetInvestor

I think you’re referring to Technical analysis. Lmao. Intraday price trends would be a technical indicator. Non fundamental. Fundamental analysis would be factoring in cash flow, EPS, P/E ratio, and other fundamental valuation metrics that affect the valuation of GOOGL long term. None of that really matters intraday outside of earnings events. Which weren’t at play here. This was dragged down in a broader tech selloff due to the conflict with Iran and I got fucked over by trump tweets and unpredictable geopolitical escalations. So yes - I’m well aware of TA+ fundamental analysis , and never trade on vibes. Regardless, the market can be a cruel mistress and if you’ve traded long enough (6+ years) you will, inevitably, end up raped like this due to an unpredictable geopolitical event. And no amount of technical analysis or fundamental analysis will save you from buying calls a few days before trump tweets something that escalates tension or creates a war in the Middle East. In those situations, you just get fucked. And exiting quickly is the only thing you can do. I tried to give it one extra day, and that only depleted the value from 0.60 down to .03 with a huge gap down. It happens sometimes. We live and we learn.

arbitraryBlue

Gonna need GOOGL to drop to $293 for a minute

ethaxton

Nothing wrong with waiting for a rebound to materialize instead of just blindly DCA’ing. Both strategies have their merits. I’m probably buying gold and copper on the dip, maybe a bit of NVDA and GOOGL. Once a rebound seems to be legit, I will consider MSFT and some higher beta names with it.

rebel-capitalist

These are my price targets, will go balls deeps even id there is a ww3 MSFT 20 PE / 15 POCF / 320$ META 17 PE / 11 POCF / 485$ AMZN 25 PE / 14 POCF / 180$ GOOGL 22 PE / 17 POCF / 240$ NVDA 30 PE / 35 POCF / 150$

hermeskino715

GOOGL the lone survivor of the bag7 Amazing ^(Now get back down to 270 tomorrow)

TequilaTrader

GOOGL always rallies up to earnings then dumps after earnings. We could get to 330

PooPooPointBoiz

Dude fuck the market. Sold my GOOGL calls for pennies, only to watch them rocket yesterday and today. I bought into NVDA stock today at 178, only to watch that shit plummet to 174 literally minutes after I bought. Only to then sell at the literal fucking bottom, and watch it recover 2-3 bucks. What in the actual fuck dude?

BudgetInvestor

Absolutely should have. Saw GOOGL up on the day and the option just didn’t budge at all. No bids. Seemed inevitable to expire worthless, but the second i sold, it rocketed higher. Hindsight always 20/20

BudgetInvestor

Yeah single most brutal loss of my trading career. The price of this contract was oddly subdued Tuesday morning. Somehow within 30 mins of selling at .04 cents, it just rocketed higher. Not one to call MM manipulation, but it definitely felt a bit artificially suppressed as GOOGL was up on the day. Then after capitulation, bids arrived out of nowhere

Happy-Champion1661

"GOOGL stock surges nearly 4% as investors realize the company is actually good (shocking)"