Reddit Posts
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Tax-loss harvest without losing exposure
I'm not sure Google cutting AI spendings would make the stock a better buy
I get the AI selloff but what I don't get is what do investors want Google to do
RDDT The threats are real, but what does a good future look like?
RDDT The threats are real, but what does a good future look like?
SPX prices the day after the midterms at 1.0%. The last two midterms moved 2.1%
Reddit stock- the market is pricing in something that may not even happen
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
Mentions
GOOGL back to 285. Easy.
GOOD that I have decided to stay with GOOGL and dip MU. Otherwhise big rip for my tading acc
\-FCF isnt such a terrible thing if the ROI from the capex is great. Early days, GOOGL is still tyna figure out how to monetize mobile ads. The historical analogue is: Facebook experienced a brief negative-FCF stretch in 2012 while mobile monetization was ramping and infrastructure investment consumed its operating cash generation—not a prolonged period of operating cash losses while mobile ads remained unsolved.
Damn this is worst than my 3/27 $GOOGL calls position
I only eat when GOOGL does. Down 40 pounds.
After GOOGL earnings, my wife literally did that thing that Sims do when you do something they don't like.
VGT is wonderful. I was a big time owner of VITAX until I changed it to VGT and then liquidated my entire position to buy MSFT at the correct value. I did that because of Charlie Munger, who said: "What you have to learn is to fold early when the odds are against you, or if you have a big edge, back it heavily because you don't get a big edge often. Opportunity comes, but it doesn't come often, so seize it when it does comes." MSFT was an obvious pound the table buy this year. At this point, I think GOOGL will become that and buying GOOGL individually would be better than the index as a whole given it has become so mispriced (and still might fall further).
They don’t have any guaranteed revenue though… oh wait, GOOGL was just leaked to be negotiating capacity into 2035. Sell
> MSFT, META and GOOGL might as well announce today they will reduce capex spending. what difference would that make. They have real customers with real compute demand who are paying real money. They probably won't cut back that much because it would cause those customers to flee to another provider. This mechanic has been thoroughly discussed over the last two years. Anyway, the comment I wanted to make was: The market is announcing it for them.
I added it too. I'm fucking pissed. GOOGL was just shooting a dead dog.
Of course the market rebounds after I sell. Of fucking course it does. I get hammered with GOOGL earnings, MU taking a fat shit. And I finally say I've hit my limit, and I sell. And then overnight MU and SNDK are up a shit ton.
Exactly. Once again, here we are at "the wall of worry" that we've been climbing for centuries with both retail and institutions deciding what narrative to which they want to link their accounts. During GOOGL, AMZN, META, MSFT earnings calls over the last two weeks, multiple banks asked the same question various ways: "Is AI buildout capex spending getting to be too much? Too risky? What is the threat to free cash flow?" The stocks took a few gut punches in the headlines on Bloomberg, CNBC, and even here in various posts, and the stocks dropped. Today, the pervasive worry seems to be this "Are Dems going to kill the AI trade by slowing buildout?" narrative. So, are we worried about capex burn destroying free cash flow but fueling AI and "beating China"? Legislative regulation that likely slows down capex spend but preserves free cash flow? People can worry about whatever they want, but worrying about both of these questions is pointless and not exactly profitable from an investor standpoint.
GOOGL held strong asf today indicated strong support and possibly the bottom, a green day will make it fly over 300 easily
seriously grab some MU at these lows because it's a screaming bargain. wait no ignore me i just used my rent money to catch a falling knife on GOOGL and now i'm sleeping in my truck again.
They took a position in lennar, a home builder. It’s less then 1% of their portfolio but this is what they are referring too. Their big holdings are **AAPL)** – \~25.04% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **American Express Company (AXP)** – \~15.70% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **The Coca-Cola Company (KO)** – \~12.19% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Bank of America Corporation (BAC)** – \~7.68% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Alphabet Inc. Class A (GOOGL)** – \~7.13% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Chevron Corporation (CVX)** – \~5.80% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Occidental Petroleum Corporation (OXY)** – \~4.80% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Chubb Limited (CB)** – \~4.05% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **Moody’s Corporation (MCO)** – \~4.03% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\] **The Kraft Heinz Company (KHC)** – \~2.62% of the portfolio \[[1](https://www.slickcharts.com/berkshire-hathaway)\]
Sigh dude. I got absolutely fucked this past week. Starting with a shit performance by GOOGL fucking me out of 60k. Then rotating into MU like a retard, I lost 40k there. I literally lost more than I make in a year, in the span of a week. I feel sick. I feel numb. I feel like such a fucking dumbass.
GOOGL & META make me happy
If GOOGL wants to pop they can try going back to Lake Ontario and Gulf of Mexico
Personally I don't like VGT as a fund because it excludes things people would normally consider tech. No AMZN (consumer discretionary), no GOOG/GOOGL (communications), no META (communications), no TSLA (consumer discretionary), no SPCX (industrials), and I'm sure there are others. I think that "technology companies" extend well outside of just the official technology sector and VGT won't capture those. IGM might be a better choice in that regards. Though, personally, I wouldn't use a sector-aligned fund as my base fund.
$GOOGL bottomed out tbh looks like it’ll be primed to go up within now to December imo
Yup. People legit acting like AMZN wasn't **-$58B in FCF last 9 months**, META, GOOGL, SPCX all rapidly deteriorating with negative cash flow too. All of them are going to look even worse 4Q. And Dems haven't done a single thing.
Gay ass GOOGL decides to catch up to the rest of mag 7s drop AH. Piece of shit.
GOOGL, AMZN and MSFT are the only safe stocks for the next few months
GOOGL always limp dicks into close. POS
I already did 230k in GOOGL and GGLL
**GOOGL** has 100% bottomed, the way it held today is telling or else it wouldve seen -8% or more
Where's NVDA, GOOGL, META going? Even TSLA can fall 75% and rebound 5 fold
GOOGL is gonna pump tomorrow and next week!
$GOOGL green by close. Let’s go!!!
My only position I have left is GOOGL and given how today went and where GOOGL dropped…I think this is a win for GOoGL bagholders
I full ported into these against margin too. DRAM SPCX GOOGL SOXL CVNA SKHY NVDA
Added more GOOGL few days ago and happy. Most of rest of tech will suffer and probably stay flat until Dems plan unfolds. Anything connected to data centers will battle Dems plan to help limit those new builds. Mfg, consumer, utilities are a better bet. If you see a dip there it will be short lived. Keep your cash available for the ride.
I'm up 30% this year still with this dump. I'm into GOOGL and AMD then just index funds. But I work in the industry and there is no stopping the AI train right now. If we don't take the lead someone else does it for us. I'd rather it be us than China or Russia. AI is like the internet, it was developed by the military and then used for the greater good of humanity (ARPANET). Every military complex around the globe see it's value so if we don't want to be at the forefront of creating the technology we will be forced to adopt it to defend ourselves against it. Do you see what I mean?
I did that in GOOGL last week. Playing with margin shares here for the trade.
Eyyy! I sold 1/3 of my position @ $1,200 (JUN earnings) and another 1/3 @ $\~1,100 the day after SEP earnings. I also trimmed down all my individual tech positions the day after SEP MU earnings. I also went short QQQ in OCT, but stopped out yesterday (\~+90%), but left a lot of meat on the bone today 😭. Some WSB addict probably made like 20% on those contracts overnight lol I’ve only been buying DCAing into GOOGL AMZN MSFT & META. I think we are getting close to extreme fear and volatility where semis/memory might be worth a try to either start DCAing or flip for a trade? Maybe @ VIX 30?
> These are low leveraged, well financed, reasonable P/E, battle tested companies. ... DFAQ... thats why they are all going to private credit, doing SPVs to keep shit off the books and going into negative free cash flow... I have a feeling AI is gonna be like fiber, lotta big names in AI gonna eat a dick and get gobbled up, and in ~10 years a handful of companies that were able to make it through will kill it (thinking AMZ, MSFT, META, GOOGL, and maybe Anthropic).
My whole portfolio is literally GOOGL and GGLL thats why I am asking
Im 100% in margin aswell but for GOOGL
man, MSFT, META and GOOGL might as well announce they will reduce capex spending. what difference would that make.
Didn't I read somewhere this morney someone that thought GOOGL would hit 315?
If I had to YOLO into 1 stock right now it’d be $GOOGL Was already way oversold and strong af today relative to everything that’s burning
Nobody can tell if the AI trade crumbling is good or bad for GOOGL
At least META & GOOGL recovered some
How dare you mention GOOGL in a post about SPCX unless you're using it for contrast.
GOOGL relative strength don't give me hope copium
GOOGL about to go green :money: :money: :money:
People stuck on GOOGL FCF when they have a half-trillion annual revenue run-rate growing at 25%
GOOGL is the top pick for a recovery
GOOGL, AMZN, MSFT, and META holding even as indexes start sliding again
GOOGL V will take it to 300 by EOD
GOOGL holding the $280 so far. Meta looks fucked, why did i dip buy at 600.
Been doing that RDDT, AMZN, GOOGL - looking at NVDA today - what do you all think?
Buying NVDA and GOOGL. I am looking at AVGO and MU as well, I like them as well, but they are more uncertain. However, I don't expect a V-shaped recovery. No one knows if the dip will last a few weeks, a few months, or a few years. I just closed my hedge of 30,000 barrels of WTI crude over the last few months, which gives me a decent amount of extra ammo to deploy. There are also a lot of frothy high-beta unprofitable junk that I'm more than happy to short to pair with my longs.
Bargain bin stock shopping rarely pays off outside of after a market crash. MSFT last year and GOOGL the year before are rare examples of the opposite. But look at how many people have chased the likes of ADBE all the way down. And like you alluded to, if the AI bubble pops. Why do you want to buy AI stocks? Yeah, when the dust clears you can buy them for years in the future. But there’s no rush on that.
remember guys GOOGL will not go up before WSBtards sell
what facade? What 1000% gains? maybe 2 companies. GOOGL, META, AMZN, UBER, VST, all pulling insane operating rev now neg on the year.
Honestly yesterday felt more like a short squeeze combined with a lot of people very optimistic about the war ending. I suppose that's possible but really so far nothing has changed. Crypto mining companies turned neoclouds that don't really know what they're doing are hemorrhaging cash. META, GOOGL, AMZN, SPCX all hemorrhaging cash with it likely going to continue worsening. I mean just about the only people making money are chips and memory. Even they are taking cash and putting it into circular spend for their own customers... Of course it's entirely possible we get bailouts of AI and keep the party going even longer to ever higher highs. But as things stand, the economics of AI don't make sense without the weaker players consolidating. Some market discipline is necessary and healthy to build future organic growth.
My GOOGL bags feel lighter than air today
I closed out my TSLA short position and my GOOGL long position today. Good night, everyone.
Honestly yesterday felt more like a short squeeze combined with a lot of people very optimistic about the war ending. I suppose that's possible but really so far nothing has changed. Crypto mining companies turned neoclouds that don't really know what they're doing are hemorrhaging cash. META, GOOGL, AMZN, SPCX all hemorrhaging cash with it likely going to continue worsening. I mean just about the only people making money are chips and memory. Even they are taking cash and putting it into circular spend for their own customers... Of course it's entirely possible we get bailouts of AI and keep the party going even longer. But as things stand, the economics of AI don't make sense without the weaker players consolidating.
AI does bad GOOGL goes down AI does good GOOGL goes down hope this helps!
Considering the gains from yesterday MSFT, AMZN and GOOGL are barely pulling back
GOOGL holding up really well
GOOGL is the best choice right now. So much room to fly
AMZN just burned through -$58B over the last 9 months. GOOGL with negative FCF will get worse, same with META. SPCX will continue lighting money on fire too. These crypto mining companies recently turned neoclouds have no idea what they are doing, they have absolutely no future.
AMZN just burned through -$58B over the last 9 months. GOOGL with negative FCF will get worse, same with META. SPCX will continue lighting money on fire too.
Funnily I sold GOOGL at a slight gain to pick up ALAB and TPL.
Money is going to flow out of Semis, memory, PLTR, SPCX and TSLA and back into AMZN, MSFT, GOOGL, and META
GOOGL: we are investing in data center infrastructure in Malaysia. Market: ok cool, go up DRAM: we will be providing the hardware for that. Market: Shut up, go down.
Have a feeling Buffet bought the GOOGL dip the past week :hesright:
Agreed some of that late 2020s revenue wont materialize. A forward P/E ratio generally looks at the next 12 months, these short term earnings are unaffected. If anything, a shortage of new datacenters makes the hyperscaler’s existing compute more valuable. Also - their capex spending will slow if they cant spend on datacenters, boosting FCF and thus buybacks. GOOGL, META and AMZN’s fwd PEs are actually quite cheap currently relative to history.
GOOGL has the most room to run
Worked many years in Cisco and moved out now, still friends are there. Based on my discussion, Cisco will follow MSFT, GOOGL in cost cutting Voluntary retirement programs. Major technology transformation using AI is happening and that will also reduce costs in the long run. The stocks won’t go down easily as fundamentals for growth is higher at this stage.
GOOGL and GOOG are substantially identical so for shares this would be a wash IMO
GOOGL and GOOG are substantially identical so for shares this would be a wash
GOOGL does, and dems love it. Gonna eat their lunch with both Waymo and Suncatcher
I agree with the sentiment, but even as GOOGL, AMZN, & MSFT build data centers around the world, they are still governed by the USA to prevent the newest GPUs, TPUs, HBM, LLMs, etc. from getting in the hands of China, Russia, etc. US companies building internationally still benefits the US in the race for global AI supremacy. It really only hurts the locals who miss out on GDP growth, jobs, and tax revenue from data centers.
ok i’d like to apologize to fellow redditors that repeatedly tried to pump GOOGL after their earnings crash, but nw it’ll recover sooner or later!
Holy shit I actually feel bad for memory neoclouds and semi bros even though im down thousands but on just GOOGL
exactly, no one. Look what happens to crowded trades right now but also GOOGL is in the dow
As long as **GOOGL** stays green everything else can dump AMZN chill too
I also have GOOGL we will be eating meatless rice for a while
I feel numb guys. Can you reassure me I'll be ok? I lost about 85k on GOOGL earnings, then my retarded ass rotate it into MU/MUU and got absolutely fucked today. I'm so fucking stupid. That was my roth IRA money, and a lot of my savings that I had in a taxable account. I feel sick. I feel numb. I'm so goddamn stupid.
If you buy a GOOG $300 strike call that expires Friday, then sell it to buy a GOOG $315 strike call that expires in 30 days, those are two completely different underlying assets. If you are that worried, Google has two tickers that trade essentially identically. If you have GOOG options, then sell those and buy GOOGL options instead.
cheaper inference doesnt fix this though. the problem isnt what an AI overview costs to serve, its that the overview answers the question and theres no click left to sell. advertisers buy clicks. drive the cost per answer to zero and you still lost the inventory. featured snippets was the warning shot years ago, everyone in SEO screamed, google kept doing it, now the whole top of the page is the answer. cloud covering the gap is also a bit convenient, cloud is where a chunk of the capex is going so counting it as the offset is circular. i still hold GOOGL so grain of salt but i dont see how falling capex rescues search margins if the query stops producing a billable click
I have a massive $GOOGL bag at $300, pick me up on the way to $400 guys.
**BanBet Created** ▲ | **Record:** 3W - 7L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $305.00 (above) | $290.80 | +4.9% | Fri 5:01 PM ET |
GOOGL running it back up
Wallstreet must be closing a bunch of GOOGL shorts slowly before letting it rocket and join the AMZN MSFT party lol