Reddit Posts
Anthropic is eyeing a $1.5T IPO while all of Google sits at ~$3.5T. The market’s math makes zero sense.
Opened a $350k Position in Alphabet (GOOGL) at $278 Average Cost Price Targets & Long-Term Thesis
Why I, a dedicated small-cap investor, am finally buying the Alphabet (GOOGL) dip after Q3 earnings
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
earnings preview for next week, mostly watching AAPL and AMD
Having the worst year of my life so far tbh
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
GOOGL stock just had its worst day in history losing $500 billion in value
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
GOOGL is now a meme stock. Welcome to the casino baby
GOOG ⬇️ 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
How it feels betting 100% on GOOGL bc AI told me it would be a good earnings forecast
GOOGL straddle is 6.0% tonight, 12 straight EPS beats, 6 of them gapped down
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
Anthropic to publicly file for IPO as early as Friday
Anthropic's valuation chatter just shifted. What are you watching?
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
What’s a conviction value buy right now?
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
Q4 Bull Case Holds, Bonds Push Back Against Hot CPI, TSMC Reinforces AI Demand
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
My $8.8K HSA experiment is now worth $600K 🚀
Google might win bigly from AI software-cloning. $GOOGL
3 ways to invest in OpenAI and Anthropic (pre-IPO)
Another Huge Flag: S&P 500 returns are signalling markets are at a very critical stage
GOOGL Gemini 4 Argon: Is Google Winning the AI Race?
AI Stock Crash, while AI Tech is Universal - Prediction
“OpenAI targets work of Wall Street junior bankers with new ChatGPT for Financial Services” -CNBC
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
$GOOGL Plans to Invest €13B in Finland AI Infrastructure - Bloomberg
Is a september Market Crash Something I Should Be Worried About? Need Advice
New investor with META, GOOGL, AMD, SCHG & PG — Should I take profits if September crash fears are real?
Can a squirrel trade options better than me?
One Week Left - What is the Best Way to Get into Anthropic Pre-IPo
Prague court rules Google ($GOOGL) must pay 400M CZK (~ $20M) fine to Czech price comparer Heureka
$META Could Overtakd $GOOGL Search In Ad Revenue
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Zero research YOLO GOOGL $350c 8/12
Blackstone Has Pitched Mega Debt Package for Anthropic Chip Deal
You can guess where I bought GOOGL then MSFT
Why is it always the stuff in watch list that makes money… I can’t get over my GOOGL call…..
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
Mentions
Bruh, I agree, what is their source? *Ai flag ship USA company NVDA down 11% in one month during earnings season, Intel down 30% in one day, ASML down 15% in one month, AVGO down 9% in a month, GOOGL down 19% in one month, consumer staples up 9% in one month* *with the highest mortgage rates in 20 years.* *“Source???” LOL*
GOOGL’s P/E (removing the SPCX adjustment) is now 18.9 while before the stock crash was 21.3 so it has gotten cheaper.
Actually that’s one of the reason why they tanked. No one uses GOOGL to search anything anymore. It’s just AI chat
I think GOOGL sell off is a bit of an overreaction. Generational dip buying opportunity.
Even if you annualize Anthropic's latest quarter to account for growth, Google Cloud alone just did $30.7B in a single quarter ($122B+ run rate) growing 103% YoY, and actually generated $11.1B in operating profit instead of a net loss. And if Anthropic really does become a $10T company, Google owns around 14% of them and rents them the TPUs anyway, which only makes the case for GOOGL at $3.5T even stronger. Saying consumer doesn't matter in AI is wild. Selling enterprise API tokens is a race to the bottom where labs have to cut prices 30% to 40% every few months just to stay competitive. Google is already crushing enterprise with a $561B Cloud backlog, but owning the consumer ecosystem (Gemini just hit 1B users alongside Search, Android, and YouTube) is where high-margin ad and shopping revenue comes from without fighting an API price war. Also, comparing a frontier AI lab to a traditional SaaS company completely ignores unit economics. Traditional SaaS has 80%+ gross margins because serving normal software costs pennies. Running frontier AI models burns massive compute on every single prompt, which is why Anthropic's gross margins in the S-1 are around 40% and why they had to sign over $500B in non-cancelable compute commitments. When compute is literally your product, renting it means your cloud landlords (Google and AWS) capture the margin.
If IV drops, I may buy a ton of OTM GOOGL leaps and sell covered calls against them. Use the premium to buy TQQQ
When GOOGL was tapping 200D again and again, you thought it wanted to bounce?
Hey OP, how are u getting on? After recent GOOGL drop? I'm thinking to do the same, long LEAPS
Yea this is after averaging down. Breakeven is 288 on GOOGL
Buy RDDT now for a 10 % relief rally, then sell and buy GOOGL for long term.
It's like armchair RDDT posters think that leadership at the top companies in the world are willing to spend large sums of money on resources without knowing if there is actual demand to consume such resources. Your AMZN/GOOGL/MSFT and your frontier AI labs are bidding on any new neocloud capacity that is made available because they don't have enough. Imagine being in the business of selling compute, and at same time willing to pay a neocloud their margin markup on same compute. There is only one scenario in which that happens, and that is you can leverage the resource for even more.
No im worried that I full ported GOOGL with margin,
GOOGL has that extra L that makes a nice handle when you want to yeet your stock into the sun
GOOG or GOOGL does it matter?
Boy GOOGL is giving me a lot of hope rn
GOOGL getting a head start on the pump next week lol
Any time bears are spreading FUD on RDDT, the bottom is in. They pulled the same on Liberation Day. I see the same kind of regard posting that GOOGL is going to 250 as the MSFT ones who were saying 310. GOOGL back at 320 by Friday 🤌💰👍
Tell that to the GOOGL people
It's good. They buy the bottom/dip. It's worse to buy into the top, the bubble euphoria, or overvaluation. If I were new, I'd full port GOOGL right now. Better buy in price than Buffet and BK
GOOGL of all stocks saved my port from yeeting today 😭
Just a couple months back MSFT had lower share price than GOOGL
Here are the current results from Claude Sonnet 5.5 (Medium). ||\~Price|Forward P/E (my math)|Free cash flow|Balance sheet|Estimate direction|Call| |:-|:-|:-|:-|:-|:-|:-| |GOOGL|$280|\~19x 2027|−$9.1B in Q3|\~$98B debt plus new equity|EPS trimmed, capex rising|**Undervalued** (funding risk)| |SYK|$273|\~18x 2026, \~17x 2027|\~$2.7B over 9 months|\~$11B net debt|Cut twice in 2026|**Undervalued, unproven**| |CAT|\~$655|\~21x next 12 months|Record, mostly returned|Targets mid-A rating|Rising, guide unchanged|Fair; not a knife| |AMZN|$239|\~23x 2027|About −$42B trailing|Debt rising fast|Op income up, EPS miss|Fair; capex-ROI bet| |NOW|$110|Mid-20s|\~$5.9B guided, \~$4B SBC|Not verified|Guide raised, cRPO slowing|**Falling knife**| |MU|$885|\~5x FY27|$62B in FY26|$68B net cash|Rising|**Knife until pricing is visible**|
Crazy volume on GOOGL gap up all next week
At this drop $GOOGL & $NOW, they are generational buy🫣
At this drop $GOOGL & $NOW, they are generational buy🫣
Monday will probably be flat then GOOGL will pump the next 2 weeks
To all GOOGL bagholders, sorry, but the pain is only beginning. Bought about 30k worth at close
GOOGL falls if AI does well GOOGL falls if AI does poorly hope this helps
Comparing GOOGL to ADBE is wild. Not even an apple to oranges comparison.
Ironically, my port is being saved by GOOGL calls 😭
GOOGL will really close at 280 lol
GOOGL 280 close for max flat pain
There’s always a degree of luck (or at least fortuitous timing) but it doesn’t mean everyone on this sub opining on stocks is dumb. I can dig up posts from several Redditors including myself recommending/buying META in late ‘22/early ‘23. Many pushed GOOGL when it was trading sideways in the mid 100s. BRK.B is constantly touted, as is “DCA SPY”. But most are here just shooting the shit cause we view stock picking as a hobby/entertainment and don’t necessarily care if they underperform the S&P. Most probably have 401k doing their boring thing in a target date fund in a totally separate account. Just seems weird that you’re so keen to trash a sub you yourself post on. Clearly you disagree.
wow 3 months of stagnation. GOOGL sucks now
To the people comparing MSFT to GOOGL I never knew MSFT's main business was search lmfao
You idiots could of save money if you waited for the three day rule on GOOGL
Good luck, it takes guts to post loss porn. This is actually a good post to read for anyone remotely interested in RDDT. Market is over-reacting today, not just RDDT but GOOGL, INTC, even SNDK is being killed and they crushed their call. Something is definitely brewing, some big money just needed an excuse to dump...
🚨 DOT-COM 2.0 IS ALREADY HERE What I warned you about is happening. The AI Bubble collapse has officially begun. TRILLIONS wiped out in a single session. We’ve NEVER seen tech destruction of this speed and scale. Nasdaq100 -4%, S&P500 -2.2%. Intel is down 30% TODAY, the worst single day in the company’s entire history. Dozens of AI and tech names are already in full bear market territory: CRWV -60%, ORCL -51%, ARM -55%, APP -68%, GOOGL -31%, META -21%. AI is no longer a growth story. It’s a cash-burning machine that is destroying traditional internet business models in real time. Reddit CEO just admitted it out loud: “AI mode does not drive traffic.” Google already lost half a trillion. Amazon is burning cash. The chain reaction is accelerating. Liquidity is disappearing. Forced liquidations are starting to appear. This is not a normal correction. This is what the beginning of a true AI bubble deflation looks like.
\-$1.50B (-2.3% Miss) GOOGL search must just be the wind couldn't be AI actually impacting them!
There is really no indication that TPUs will be high priority when there isn't a compute shortage. They were built for GOOGL specifically and have no real advantage people are juts really desperate for compute.
IMO it's a ridiculous thesis.. Big GOOGL play I see is opening up TPU market external for local inference, but we know so little about their TPU capabilities currently.
bought some NVDA at 201 and some GOOGL at 276 fuck this shit
GOOGL is officially bankrupt
The GOOGL bull thesis I've been seeing is search will magically come back lmfao. If you can't tell that this is different from early 2025 where there was no indication in their numbers search was slowing down no one can help you.
I actually think some of these GOOGL holders are the most delusional people I've ever seen
You think this is going to resolve in the "short-to-medium-term"? I agree GOOGL is going to be a winner but how long was it down when people were saying Search is dead?
Do GOOGL bulls really think GOOGL lost 30 percent mkt cap for no reason lmfao
The problem is people are moving away from GOOGL search towards AI because they don't want ads.
At what price do GOOGL bulls accept reality??? Fucking 0?
GOOGL broke through the 280 call wall... Next stop 240
Yeah wtf is this guy looking at? > The average 12-month price target (PT) for Alphabet Inc. (GOOGL / GOOG) stock ranges from $401.29 to $433.27, depending on the analyst consensus platform
277 GOOGL, gap down after gap down
It's more the result of the last three weeks: hit AtHs on the Nasdaq, huge bullish breakout that lost the 20 and 50 days, we tried retesting it into GOOGL's earnings, that was a total disaster (13% down), we tried holding up into AMZN's earnings, and now we've completely fallen off a cliff.
aaaand new low on GOOGL
I am mostly staying with the index here, tbh, because this does not look like much of a pullback to me. VTI is still up almost 3% over the last three months even after a 1.5% down day, so my scheduled buys are just buying at a slightly less high price. For single names I am stricter, I only add if earnings estimates held up while the price fell, otherwise teh cheaper price is just the market repricing weaker earnings. GOOGL fits that test for me, CAT and NOW would need a lot more work before I touch them on a dip alone.
Same here, last year it was META this year it is GOOGL
GOOG & AMZN good buys right now. Why GOOG? Alphabet reported its Q2 2026 earnings on July 22, 2026. It fell 7% the next day... but ultimately recovered. Based on the data, Alphabet (GOOGL) recovered the ~7% drop in about two weeks. The stock fell 7.1% on July 23 (to ~$317) after the Q2 earnings capex shock, then rebounded by August 4, when it hit $377.65... well above the pre-earnings close of $342.09 on July 22. That's roughly 9 trading days to fully recover and exceed the pre-drop level.
Bought the dip on MELI, NU and GOOGL.. as much as I want to back up the truck, I'll hold off making drastic moves from now till after election.
I say that because I am bullish on GOOGL, but the timing is not good yet.
I think it's going way lower to be honest. GOOGL 250 along the next 1-2 weeks
lemme k when we reach 275 GOOGL
I only BTFD. I bought GOOGL today and NOW yesterday but currently tech is vulnerable to a big sell off. CAT and related companies are in a bubble. I'm not seeing a lot of value elsewhere. What was worth buying on the dip? Utilities, real estate, bonds and industrials last month. These have done tremendously well for me.
It's hilarious how little survival instincts GOOGL bagholders have
watched an ig reel on a guy who was down big on GOOGL ytd - strong fundamentals, earnings selloff could be from shocking looking stats like the $9bn in AI spending. "if any tech company can make a strong ROI on that kind of investment it's google"
GOOGL back at 280 forever range
GOOGL free falling finally
Looking good now for GOOGL. Now break 280 and die
INT, RDDT, GOOGL what big drop
GOOGL bagholders all say they aren't worried well maybe u should be worried lmfao
GOOGL Bagholders make sure to disable ad block when watching YouTube they need all the help they can get
They laughed at $GOOGL after earnings, now their stock is down 15% on no news🤣🤣
You almost have to admire the stubbornness of retarded GOOGL bulls they've been getting their shit kicked in by the market for months and still think they are right
Lowest GOOGL RSI in 20 years 😮
Feels like both MSFT+GOOGL are. Not selling off hard.
GOOGL please go green
Because its relative to earnings and they have nearly twice GOOGL's revenue
$META green, $GOOGL bout to turn green!
GOOGL has insane returns on both SpaceX and Anthropic they should pivot into capital allocation
Even if GOOGL retains marketshare through gemini or smthing they make less money on each user than through search
of you cuck me on my GOOGL puts now, then fuck you kindly.
I'm long GOOGL. The traditional way of delivering advertising alongside 10 blue links is going away but the new model of advertising is going to be much more lucrative because AI can help market the product, think an interactive experience with direct engagement as opposed to a static ad that you have to click thru. I bought in at the peak and will continue to expand my position as I believe the appetite for AI/SI will only continue to grow alongside Google's other core business.
was a bit worried about that $1 GOOGL pump, now back to new lows
$GOOGL goes green today and I promise not to touch myself for 2 weeks.
GOOGL looks like a great bargain at its current price but honestly, I think it was overvalued before the drop
GOOGL on 280 life support
Wake me up when GOOGL catches a bid and my port isnt as nuked
become billionaire then invest in GOOGL
GOOGL, RDDT, UMAC, all on sale. Buy 2027 leaps and you'll be set. After Midterms it will rally hard 🫡
Apparently the largest single day drop in GOOGL history was not enough.
Bag holding GOOGL but better than RDDT
The GOOGL call wall holds for now