Reddit Posts
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
$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?
Mentions
The $1,650 stings but the math behind it isn't scary once you separate out what's actually moving. Your intrinsic value alone (354.30 - 250 strike = 104.30) times 100 shares is $10,430 of the option's $13,350 value — the rest ($2,920) is time value/extrinsic, which is what actually fluctuates day to day on a position this deep ITM. An 11% drawdown on total premium paid, this early, with 17 months left, is well within normal noise for something with this much extrinsic value still on the clock — it's not a sign the trade thesis is broken. To your specific questions: delta \~85 means this behaves almost like holding 85 shares of GOOGL per contract already, which was the whole point of going deep ITM instead of buying calls closer to the money. That part is working as designed. The thing to actually watch isn't the stock price day to day, it's whether delta stays high — if GOOGL ever drifts down toward your strike, delta drops and gamma risk increases, meaning the position starts behaving less like stock and more like a lottery ticket the closer it gets to being ATM or OTM. As long as it stays deep ITM, you're mostly just carrying leveraged stock exposure plus financing cost (theta). On timing an exit: the generic pattern people use with LEAPS is starting to think about rolling or closing somewhere around 3-6 months out from expiration, since theta decay accelerates non-linearly as you get closer to that date, not because anything about the position itself changed. Vega is the other one to keep an eye on separately from delta — if broad market IV drops, extrinsic value can shrink even while the stock does nothing, and that shows up as a paper loss that has nothing to do with your thesis being wrong. Can't tell you whether to hold or exit, that depends on conviction and risk tolerance I don't have visibility into, but mechanically the position isn't behaving abnormally for what it is.
Deirdre Bosa left CNBC to become youtuber, call on GOOGL
Just split it up across AMZN, GOOGL and MSFT and hold them all for 20 years. Want a higher beta, buy NVDA its under appreciated right now because everyone went chasing memory.
Please chime in - what do you think GOOGL is doing at open on Monday?
They bought GOOGL at $300+ instead of $90, they just like us fr
GOOGL face rip, rocket to Valhalla confirmed
Ok I’m just spitballing here but GOOGL 400 EoM
You shouldn't have to worry about setting it with the trade dont trade super late into the day (past 3pm est) and it shouldn't move that hard before you can set your stop. Some brokers allow you to set stops when placing orders but mine doesn't, so I just do it immediately after. Also sometimes the spreads can be really wide. Let's say youre trading a 10 cent option Since it's such a low price, and the option going to 8 cents would stop you our for example, you may fly right past 8 cents and go into 7 or 6, causing you to lose more then you anticipated off your stop loss. My advice, set stop losses at -20% to -30% on liquid options (SPY, QQQ, NVDA, GOOGL, AAPL ETC) and ensure if you're buying OTM you're only going 1 strike up at thr most. I know the contracts costs more, but you also have less of a risk of getting stopped out lower then you anticipated. Good luck.
You're confusing GOOGL and MSFT revenue with Google Cloud and Azure revenue. Anthropic does not account for 70% of Google revenue which is still mostly search.
Ed Zitron just cited this week that 70% of MSFT and GOOGL revenue comes from Anthropic and OpenAI. Too many eggs in one basket? There's most certainly a fear in the market of exactly what you're speaking of and it shows up in the debt markets for hyperscaler debt and CDS. I think there's so many tech and finance companies who are pot committed to this thing that it won't be allowed to fail, even if the Chinese stack can do it for 1% of the cost. US Govt will eventually have to take several of these businesses onto its balance sheet to keep this thing afloat.
Yes, their latest June investment $10b into GOOGL was average $348-352 iirc
“The filing indicated Alphabet is now among Berkshire’s five largest equity holdings by market value at the end of June, alongside its longtime holdings American Express, Apple, Bank of America, and Coca-Cola. Berkshire disclosed a $10 billion investment in the Google parent earlier this year to help fund AI development. Buffett told CNBC that he initiated the Alphabet investment after consulting with Abel.” Full port GOOGL time
Waiting for GOOGL to possibly go lower before I full port again
UBS projects nearly **50% of GOOGL cloud revenue next year will be from OpenAI and Anthropic**. Much organic. Not circular. Such wow. 😍
UBS projects nearly ***50% of GOOGL cloud revenue next year will be from OpenAI and Anthropic**. Much organic. Not circular. Such wow. 😍
Buying a LEAP isn’t some magic win/win like some online gurus might say. It is still just a trade. A trader can express an idea in many ways. So what was your thesis? Let’s look at the charts. I assume you bought is on Tuesday, August 4th. At that point, GOOGL just ran up almost 20% off the lows, with huge bull bars on Friday and Monday prior, potentially signaling buyer exhaustion. It was also entering the 374 - 384 price range, where it got sold 4 times over the last few months. Furthermore, on the weekly, GOOGL had a 70%+ run from the tariff lows, with 2 bull legs complete after the gap up on the antitrust news. A third leg is possible, but it’s less likely, especially for an established company like that. XLC - the sector ETF that GOOGL is in - has been in the range for almost a year, with key moving averages sloping down and acting as rejections. So the stock has just bounced off the lows, still has overhead supply. Buying it on that Tuesday was a low probability idea. Just like any trade, LEAPS purchase should be sound from the technical perspective. Maybe a stock is breaking out after a multi-month base, or a trader is expecting an oversold bounce from a prior high volume node. Sure, nobody could expect the news the next day, but you were buying at the top of the range, where rejections are expected. What was your stop loss? Any trade should have a spot on the chart where you can say, ok I’m wrong. So, trading nearly 2 years away, your chart is probably monthly then? I’d say, as long as it holds the monthly EMA12 and the previous peak at around 320-330, your trade is still valid and you don’t need to cut it. As far as the actual % unrealized loss, yeah it does seem high compared to being down about 6% had you purchased shares. In summary - next time, look at monthly, weekly, daily charts and ask if the trade thesis is valid. Have a specific spot where you know you’re wrong and will take a loss without switching into the hope mode. And with your actual trade, keep an eye on monthly EMA12, currently at around 321, for holds. Next level below is around 293, but that would put your position quite under water. Good luck!
No matter how this works out with GOOGL, if you can’t stomach an -11% loss, you have absolutely no business using options
Nothing to worry yet. Jan '28 is really far out. I have a GOOGL $420 call that expires 3/27...Might not pan out lol But this is why I established a solid foundation in gains with stocks and ETFs before messing around with LEAPs. It makes it so I can eat the lost without panic. I've made easy money with options and also lost some money with bad contracts. Honestly it's part of the learning process. Everyone largely successful with options has lost money at some point
I asked Claude and it gave a very technical view. But the conclusion when I asked it what if Google tanks 20% in a day is This position isn't reckless on its face — 17 months of runway, decent delta, manageable theta. But it's still fundamentally a leveraged bet: the -11% unrealized loss with the stock nowhere near the strike shows how quickly time value and vega can erode a position even when direction is right. If GOOGL had a violent down day, this guy would feel it much harder than a shareholder would, percentage-wise.
If you bought it because you’re bullish on GOOGL through 2028, a short-term 11% drawdown probably shouldn’t change that thesis. If it does, you may have entered without defining what would actually make you exit
The number nobody has put in front of you: the option is 133.50 now, of which about 104 is intrinsic (354 stock minus your 250 strike) and only ~29 is extrinsic. That ~2,900 of time value is the actual cost of the leverage and the only part of the position that decays. The 104 intrinsic just tracks GOOGL point for point, so most of your P/L swing is the stock, not the option decaying. That also fixes your breakeven at expiry: strike plus premium paid, so 400. Stock is 354, so you need GOOGL up about 13 percent by Jan 2028 to break even if you hold to the end. You can obviously exit earlier and recover whatever extrinsic is left, but 400 is the line at expiry. One caution on the sell calls against it advice you are getting. It works, but only sell strikes above your 400 breakeven, or very short dated way OTM. If you write a 370 call to collect premium you have capped your max value below your own breakeven and you lock a structural loss if it pins up there. The whole point of that overlay is to grind the ~2,900 of extrinsic down without capping yourself underwater. At 84 delta and 17 months theta is a rounding error right now, it only bites in the last few months.
I've been holding Google since IPO which is 22 years this month. I purchased 100 shares at $100.30 and currently it has split twice the first was 1-2 and the second was 1-20 so those 100 shares have become 2000 shares of GOOG and 2000 shares of GOOGL. Over the years I've pulled profits but I also purchase about 15-20 shares a year. Also I'm 52 and these will be passed into my 2 children.
I think GOOGL will probably be fine and do well. But for the sake of balance, there's a flip side to this. Some are really good companies clearly and have a decent chance of becoming dominant in their fields. Others are highly speculative and currently extremely cash flow negative, could go belly up. So it's an ETF that could also lose significant paper value. Unlike say an actual company ETF like Berkshire that tries very hard to be disciplined about how they deploy capital, there's a risk GOOGL becomes increasingly undisciplined. They're growing their CapEx and moonshots exponentially, going into debt much more frequently and diluting shareholders. It's something to monitor.
No. Just hold and you’ll make money, potentially a lot of it. In no world is Google going out of business, and the chances of it going up significantly at some point within the next 12 months are HIGH. But A. Set alerts on whatever broker you’re using and don’t look at it every day. If you can’t stomach seeing half of your money gone, don’t buy leaps like that. Especially expensive ones like GOOGL. And B. Have an exit point, and sell it at that point no matter what. Greed loses as much money in options as bad picks do. Take some time and learn what you’re doing. You’re trading extrinsic value, which is fine - but you need to catch an upswing and dump it. Intrinsically, you bought a $400 call, which is still not a terrible play this far out, but you’re hoping for a new ATH to make money.
Some days I wake up a GOOGL bull and am like Google 100% wins the AI race — screw VOO, I should full port And other days I’m like is it really a “race” when AI will be commoditized? Does AI add that much value to Google’s core services?
You left out an important detail. What was your entry date? The most important reason this matters is your Vega is $98, meaning your lose/gain that amount for every 1% fall/rise in IV. I’d guess you bought when IV was high relative to GOOGL’s historical IV range. You can check on the chart here: https://unusualwhales.com/stock/GOOGL/volatility
Every other sector except BAG7 it seems. GOOGL still eating shit
[GOOGL BERS BOUT TO HAVE EPIC FORCED GAY SEX](https://x.com/i/status/2085842042626920859)
Somebody needs to tell me why software companies are going up recently. At some point, 1 or more of the mag7 is going to outstage those guys by using their AI. Just look at the fucking green owl. You're telling me that GOOGL can't do what PLTR does? It can't do what CRWD does? So pissed that it's going up that I bought calls at the close
I don’t think you fully understand how funds work. They’ve been investing in SPCX for years and it has gone up by many multiples. Same with those other companies you mentioned. It sounds like you’re assuming they are buying all these companies every day… pay attention to the term “investing” I.e buying. And who’s to say the value of NVDA, GOOGL, etc are not fully recognized by the public? Because they’re the largest companies doesn’t mean they can’t get MUCH larger. Their long term performance speaks for itself.
What we got GOOGL at next week?
GOOGL needs to get to pushin ATH’s again
Still a great week despite GOOGL taking a shit. let's do another next week
GOOGL closed near day low. Just fucking great.
MAX pain for GOOGL is $355, look at where this shit is. When people tell me, MMs dont fix stock prices....oh really?
Yup fuck Sundar and Fuck GOOGL. watching everything else rise, but not this piece of shit.
I see green arrows everywhere then I see GOOGL.
One of my worst weeks this year. Mainly GOOGL dropping. Still came out 1.3k for the week, so I guess its still better than nothing.
Looking at maxpain indicator for GOOGL, its $355. Well look at where we are right now. Fuck MMs
lol all that selling pressure on GOOGL. my port just get redder and redder. Hitting day low by close. Just watch this piece of shit.
GOOGL hit that $355 wall again and shot right the fuck back down. Oh would you look at that, $355p exp today has the most PUT volume. Fucking MMs.
If we get a real power hour, watch indices rise and GOOGL either not move or go down. Cant believe i am holding such a large portion of this garbage.
lol watch GOOGL get shot down again.
Really cant believe I sold MSFT to buy a shit ton of GOOGL. MSFT continues to rise and GOOGL bleeding everyday. I really fucked myself.
GOOGL will not run again until it actually releases good news, but it seems all they do is release bad news. It will continue to bleed until then.
Yup there goes GOOGL. Useless piece of shit.
Yup as predicted, GOOGL aiming for the day low as we get into last hour. Embarrassing.
And apple has gone up 41%, GOOGL +80%, Nvidia +27%… that’s just nitpicking dawg
Looking like GOOGL wants to touch day low towards close. Everyday, same shit.
lol GOOGL showing any bit of momentum, shot right the fuck back down.
Couldnt care less about Gemini, but one of the big drops a couple months back was due to Gemini 3.5 pro delay. I am not even asking for gains from GOOGL, just give me my money back lol.
Rumor is that GOOGL is releasing Gemini 3.5 pro on 8/12. If this turns out to be true and then GOOGL shortly confirms that dilution is over......we will still go down because GOOGL is a piece of shit.
Stocks you got in recently? Added C, TM,NVO and AVDV to my portfolio.. Then bought dips on GOOGL, LLY.
# Why the fuck did I buy GOOGL calls
While everything going up or sideways, GOOGL continues down. Depressing.
lol you can ALWAYS count of GOOGL to bleed to death by mid day.
Fucking GOOGL in bleed mode again. I hope you read this Sundar, from the bottom of my heart....fuck you
Why didn't GOOGL just say Gemini 4 was too dangerous and that's why they're delaying it
Thx for trying GOOGL
Full ported into $GOOGL Fuck this retard intraday market shit is retarded and impossible now
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $400.00 (above) | $375.14 | $356.75 | +6.6% | Aug 10, 6:52 PM | | **Record** | 2W - 0L | 100% | - | - | - |
I'm a GOOGL bull and a SPCX bear so the answer is no x2
Full ported into $GOOGL calls Bought $4k worth of $RIOT puts 8/14 time to go jack off goodbye chat
GOOGL is a bad bitch. She’ll be there when you need her
White House National Economic Council director Hassett said employment rose by 100,000 after excluding government employees and World Cup factors. If we ignore the fact I'm down 100k on GOOGL I'm up this week
Holy fuck GOOGL is just eating ass
BAG7 slowly recovering except for GOOGL What the fuck GOOGL
GOOGL preparing for a run
To be fair, only GOOGL and Meta are as the rest are all close to ATH. I do not count TSLA.
That red candle on GOOGL hit my deep walls, oof
When it’s a constant discount, it just means it’s regularly priced lol. GOOGL fucked me real good.
reminder WSB said the GOOGL news was a nothing burger
Buying the dip on AMZN last couple days paid off. I am done for the day. GOOGL on the other hand can go fuck himself.
Jeff Dean giveth Jeff Dean taketh o7 GOOGL
Just took a 15k loss on GOOGL both. I am literally done with this bullshit.
Like straight up, I fucking hate GOOGL so much.
If GOOGL doesn't go back above $360 I'm calling dad
GOOGL? bankrupt company
what the hell is GOOGL doing? this doesn‘t make sense?
Its gonna eventually show up in googl's portfolio. For example, in idk 20 years, SPCX might be 10T market cap. Then thats surely going to contribute a decent chunk to the market cap of GOOGL.
Lol? Those companies go up means MSFT/AMZN/GOOGL go up which means they give NVDA more $$$ which means NVDA calls
Crazy how I lost -$15k doing smart plays such as buying GOOGL But I’m about to make it bad doing retarded plays like buying HTZ Dogshit retarded market fr
Where is the profit coming from? If they are selling model usage to other AI companies then that profit is likely just debt that the buyer (MSFT, GOOGL, etc) took on and justified with company valuation based on rising stock price. If stocks stop rising or start falling that becomes a problem real fast, no?
This dump on GOOGL is braindead. Also MSFT can’t go above 500
The holdings list is as of a quarter ago… so this could have changed drastically. I agree with your overall point though. I have a lot of Fido funds and they are almost all invested in the same stocks, NVDA, GOOGL, APPL, AMZN, LLY. Now, this is where the market beating returns are, so I can’t blame them, but funds whose strategies do not indicate these holdings shouldn’t have them. Contrafund though seems like the right place for SPCX, especially since the IPO. I can see that its current price is believed to be too low and the value is not being recognized. I’m not saying that’s the case, but I can see how the fund manager is arriving at that conclusion. And it’s a growth fund… so the fund profile/strategy isn’t completely off base owning it.
Suggesting that a large cap fund that benchmarks itself against the S&P500 should not own NVDA, AMZN, META and GOOGL shows a clear lack of understanding of how portfolio management works.
You’re living in a delusional world. Their growth is +28% year on year. Better than MSFT and better than GOOGL.
I seem to have misplaced by GOOGL calls. They might be lost. Has anyone seen them?
Honestly what I should of done, was nothing at all. I sold MSFT for decent gains on the way up, then bought more GOOGL only for that shit to tank immediately. If I didn't do this, I would be up way more and no stake in this dumpster fire of a stock.
All I did today was watch my GOOGL position die all fucking day. Made nothing.
WSB bought the GOOGL dip it's fucked
GOOGL and AMZN has done nothing but bleed all fucking day. My only two positions. Just great.
GOOGL we need to talk -- call me. 1-800-fau-kewe
No one has confidence in GOOGL. Selling is just picking up.
i'm gonna need GOOGL and MSFT to dip again, i ain't done buying.
My only position left is GOOGL and I am fucked. Still angry I didnt sell yesterday.