GOOGL

Coloradospruce33

The whales buying billions worth of MSFT, META, GOOGL, AMD, ORCL etc give ZERO shits about the latest in Iran. They are buying because these companies had fallen up to 40% and it was a historic sell off.

Visible_Ad_2271

After last weeks Bers celebrate -0.7% Futes on a Sunday lmfaoooooooo this market is so insanely bullish it‘s crazy. Can‘t wait for April 29th when MSFT, GOOGL, AMZN and META report at the same time 🚀🚀

akunisg

if you know how to check put call daily volume on optioncharts you wouldn't miss all these green warning: It's a LOT of CALLs, MSFT, GOOGL, AAPL, you name it

tanasescu1988

Amazon owns 30% of Anthropic. Anthropic went from 0 to 14B in three years (this took Salesforce 20 yrs, ServiceNow 21 yrs). Anthropics entire run-rate is going straight to AWS. AWS increases infrastructure letting Anthropic continue to grow. Etc. Both GOOGL and AMZN are great bets atm

evetSC

Ok and? This is post is so pointless and I say this as someone with 1,100 shares of GOOGL

mtnrnnr802

!banbet GOOGL 350 5d

mtnrnnr802

Bought the GOOGL and MSFT dip a few weeks ago

jb3689

Recent gold rise, 2026 would be war stocks, Liberation day rebounds (did get on GOOGL at least, but I had AAPL and NVIDIA positions I exited too early because they had delayed recovery)

mtnrnnr802

Idk man, I loaded up on MSFT and GOOGL leaps a couple weeks ago and I’m feeling quite good

PooPooPointBoiz

So how tf does a place like the bay area or seattle not get smoked when all these lay offs happen? This isn't laying off minimum wage burger flippers. This is laying off 200-300k jobs that absolutely were pumping money back into the local economy. Between META and AMZN going hard on layoffs, and likely MSFT and GOOGL laying off at lower rates, it seems like a TON of people have lost their jobs and their good paying careers.

RealFunBobby

Be careful for what you get into. I have gained pretty well from GOOGL and AAPL LEAPS but lost quite a bit in MSFT.

greenpride32

I don't see the point of comparing QQQ to DGRO - they have different investment objectives; one growth and one income. But QQQ absolutely crushes DGRO in return, so what does it matter on the SFV metric? You'd buy QQQ if you are young and don't need the money until decades out. You'd buy DGRO if you need your investments to generate income; typically for later in the life cycle. Also you can just buy RSP ETF (SP500 equal weight) if you are concerned about high concentration. Historically it's pretty close to SPY/VOO returns. But more recently with big gains from NVDA GOOGL AVGO, the weighted index has done better.

SkepticalInvestor21

Looking at your portfolio, you've got good diversification across tech and space/satellite companies. Before throwing $20k into any single position, I'd suggest running your existing holdings through a due diligence scan first - especially EchoStar (SATS) since that's a smaller player in the satellite space. For new positions with that amount, consider adding some defensive value to balance out your growth-heavy tech portfolio. Maybe split between a solid dividend aristocrat and doubling down on GOOGL if you believe in their AI moat. The key is making sure any single position doesn't become more than 10-15% of your total portfolio. What's your total portfolio size? That'll help determine if $20k in one stock creates concentration risk.

meemeemoomoo5

ok fair point. Honestly in the future I think just mentioning without additional context will probably yield better result. That being said, it's a risky play. Their main bulk is in SpaceX and TSLA. SpaceX valuation at 2trillion puts the P/S ratio at 100x and P/E ratio at 200x and that's just crazy tbh. Not to mention a fee of 2.2%. With that context, the biggest companies in the world at 3-5 trillions are the likes of MSFT, NVDA, GOOGL and AAPL. Do i think with that SpaceX valuation they are going to take over that throne? No way. So the potential for stock growth won't even go past 2x probably. I wouldn't go anywhere near TSLA too to even consider BPTRX.

Desperate_Stretch855

Don’t listen to people who have no idea what they are talking about. Taking a salary means paying taxes- not doing some defers taxes. I’d work on getting him to focus on building a diversified portfolio of large cap and profitable companies first, before moving onto something like this. A lot of time it’s not “is this a good stock to buy?” But “is this the BEST stock for ME to buy?”. Take a look at stocks like: AVGO MSFT GOOGL BRK B MRK JPM

Celticsmoneyline

GOOGL vs AMZN vs MSFT pick one winner

hv876

I am surprised, I thought CBOE had earlier in Jan said they would avoid days with earnings for Options expiry. I am surprised they changed their plans. As a note, GOOGL avoids the option on April 29.

ThaliaFaye

lmao GOOGL just pumping *even harder* in response

ThaliaFaye

GOOGL: "we're dumping? why?"

mtnrnnr802

GOOGL needs to break 340 right fucking now

ThaliaFaye

GOOGL finally waking up?

Superente_

GOOGL, you can participate in this pumping if you want :)

moosewithamuffin

SPY ripping but MSFT, GOOGL, and ORCL all shitting the bed! SAD

GooglySoft

Come on GOOGL

moosewithamuffin

what u doin there GOOGL?

srnx

damn, market is soaring. Let me check my $GOOGL real quick ...

Kyunin__

Too much to ask GOOGL to 340?😔

PooPooPointBoiz

Christ dude, people have made so much damn money on these BS moon shot calls. How the fuck is AMD rocketing. MSFT rocketing, after months of red. SPY hitting 700 with the strait still closed and 6 weeks of oil gone from the markets. GOOGL, AMZN, NVDA, nearing or at their ATH's again. What the fuck??

henrycrutcher

The weird thing is that when I backtested deciles of total debt/total assets within the S&P 500, the highest debt decile crushed the market from 2000, getting 14% annual returns, outperforming SPY 20/26 years (from 2000, including part of 2026). All the S&P 500 got 11% returns, and outperformed SPY 14/26 years. The bottom 10% (which included GOOGL, much of the time) got 8.3%, outperforming 10/26 years.

Cryptosharkk

GOOGL such low volume

Red_V_Standing_By

God dammit GOOGL

Amadeum

Bought a nice amount of GOOGL at 285. Waiting for the next shitstorm to take a advantage.

GooglySoft

GOOGL reversing

moosewithamuffin

Breaking: “Google Search restored in Iran” GOOGL calls

Jagged_Tide

Yep. Literally the same. Sold GOOGL and SPY calls easily missed out on 3-500 or something I don’t even wanna look

Coloradospruce33

Wen GOOGL $400??

Retropixl

The amount of bearish comments in here are an indicator of how this should go. Quantum computing is the next frontier, there’s a reason why Nvidia has been focused on it as well as MSFT and GOOGL.

Pete26l96

Jensen Huang slams Google TPU and Amazon Trainium, "without Anthropic there would be no growth at all" https://youtu.be/Hrbq66XqtCo?t=2229 GOOGL and AMZN shareholders in shambles.

rave13ster

Also if I do that on big stocks like AAPL or GOOGL or similar?

BungalowsAreScams

Holding, GOOGL $400 by end of month https://preview.redd.it/k8heoml2whvg1.jpeg?width=1440&format=pjpg&auto=webp&s=0e166818ccac92628a18bd213f217a1e0ed54cfd

trsx5

Id personally trim off SNDK, MU.. I think memory play could run more, but im pretty sure the trade is to the downside for a bit now. Keep adding $HOOD, OKLO, MRVL, NFLX, GOOGL Nice setup man you got all the trendy stocks. I like it

niofalpha

I’m still down 50% on GOOGL calls expiring a month from now 4% from being ITM just got fucked on theta, hoping to pump before earnings

PooPooPointBoiz

Bro, how does this shit even make sense. How can a shoe company do anything that GOOGL/MSFT/AMZN can't absolutely smoke them in?

PooPooPointBoiz

yet when I buy and hold, I get fucked. I rode META from 720 down to 570 and back to 650 where I kept holding and it went down again. Finally sold for a loss. I held GOOGL from 300 down to 275 and back to 300. Everything I fucking hold, I get fucking smoked on.

olearygreen

I’m doing well with my portfolio including RKLB, GOOGL, RDDT, and a bunch of international stuff that gained me 20% on top of the market due to fx differences. None of this means I’m smart to invest. I just got lucky. The market is completely uninvestable no matter what you think. I sold all my US 401k and put it in cash equivalents. It will remain there until there’s either a massive crash or sanity returns on the world stage.

EnigmaSpore

from march iran bottom to now. META +151 (29%) MSFT +55 (15%) AAPL +21 (8.5%) AMZN +49 (25%) GOOGL +65 (24%) NVDA +35 (21%) guys... big tech is why we are pumping. the market participants got the pull back they wanted to increase their positions at a discount. we are just beginning the 26 pump.

KittyLover-7

Where MAGs are vs their ATHS META: 672 (ATH 796) NVDA: 198 (ATH 212) GOOGL: 336 (ATH 349) MSFT: 413 (ATH 555) AAPL: 266 (ATH 288) TSLA: 392 (ATH 498) AMZN: 247 (ATH 258)

jkirk411

Sold out of DKNG and LYFT 2027 calls. bought more GOOGL APPL and XOM. Had about 10 shares of XOM sold half around the $163 mark to start a position in AMD at around $202 and get more SOFI. Only regret is AMD didnt stay there longer before it took off. I was trying to hang in there with DKNG for awhile but it just does nothing.

No_Cod972

GOOGL ATH soon?

greenpride32

> They are all in US mega caps like Google, Amazon etc. and they are rallying since ceasefire talks despite the war being nowhere near over. It just doesn’t make sense. Escalation seems the most likely outcome and the economic impact of the Hormuz issue is not realised yet. In all seriousness, what do you see as the top and bottom line impact to GOOGL and AMZN business due to the conflict and energy squeeze? So what makes more sense - these companies that crank out \~$75-125b in yearly profit, and have been consistently increasing that number every year for past 15-20 years should lose 25-35% of value or they should at least hold value? Cash does nothing but deflate over time. At current HYSA interest rates are you just pacing (perhaps even slightly trailing) inflation.

Blade3colorado

Biggest mistake of your life, but you do you. I'm an investor, i.e., I always keep "dry powder,"e.g., I added more AVGO, NVDA, AMZN, BTDR, CI and VOO when all of them went down in late March. You have quality names, GOOGL, AMZN, etc., why in the hell would you sell??? Your future self will hate you. 'Nuff said . . .

Jagged_Tide

Love selling an ITM GOOGL option because I don’t want my profit to erode and the buying back higher because I like the price action. When I could’ve been up like 300 by now…

srnx

fuck GOOGL, should be leading the charge with earnings ahead but is a dull laggard

ten7four

Reddit: fuck ai Also reddit: yeah so I'm invested in GOOGL, META, AMZN, NBIS, IREN, CRWV, APLD, WULF, and BIRD

demeuro

Bought 10 Leap calls June 2027 and Jan 2028 deep itm at around 300$ SP. Opportunity similar to GOOGL few years back when Chatgpt came out and it was going to replace google search (aka money to be made on fear).

TequilaTrader

I love seeing GOOGL go up. Made $3500 doing nuthin’ but watch.

Not69Batman

NVDA released open AI models for quantum computing. https://www.nvidia.com/en-au/solutions/quantum-computing/ising/ GOOGL, Caltech, MIT and Oratomic published a research paper demonstrating exponential space advantage for quantum computers in processing classical data. https://thequantuminsider.com/2026/04/10/study-finds-exponential-quantum-advantage-in-machine-learning-tasks/

wellhellthenok

why not GOOGL?

BeautifulAuthor9167

Selling GOOGL at your target instead of chasing the peak is how you actually survive 100 trades. It’s better to be consistently good than occasionally perfect and broke.

hermeskino715

AMZN acting like mid-2025 GOOGL

greenpride32

GOOGL revenue is up over 10x in past 15 years. MSFT revenue is up over 4x in same time period. Of course MSFT was much more mature than GOOGL 15 years ago so their multiple is expected to be lower. These companies more or less increase top and bottom line consistently year after year, which is why the stocks have been going up over time. MSFT AAPL GOOGL NVDA all set highest quarterly revenue in their copmany histories last quarter. When the comment above you specifically mentioned MSFT and GOOGL, who is "blindly" making blanket statements; you or them?

BeConciseBitch

Not on indexes, I’ll DCA on those all the time and only on proven revenue companies like GOOGL, MSFT etc.

LeBhikariLe

making pennies on my GOOGL covered calls after this mini-drop

run_midnight

I was considering UBER or AAPL, as they were both down today, but settled on GOOGL as I think it's got more upside potential. As the post says it's got a current and forward PE of ~30 at its current price, and it's just above its EMA(50) without breaking all time highs yet. On the upside, analyst ratings are all in the high 300 to low 400 range, which is ~40% from current price range, and that's without guidance from the upcoming earnings.

run_midnight

$222k USD into GOOGL

Ok_Cry7572

I’m getting lost rn, so many QQQ calls but then heavy SQQQ and then SMH puts but then heavy META AND GOOGL calls

Coloradospruce33

When GOOGL reports earnings anyone looking at the ticker at that very moment will essentially be looking at the SUN

arbitraryBlue

Thank you, señor GOOGL

Lil-PussyFart

Sold my GOOGL calls on Friday because I didn’t think the peace deal would last through the weekend, and, well, I was kind of right I guess…

AirportMaterial5917

GOOGL holders deserves this win

Coloradospruce33

GOOGL makes me happy

Pin-Last

Because of the crazy growth. The forward PE is lower than GOOGL or AMZN at 24, lower PEG too. More expensive than META & NVDA, but those are the current kings of GARP almost for the entire market, not just the MAGs. Yahoo says the PEG is 1.16 & the stock just plummeted over 300 points to 430, so I can’t see that as priced for perfection, though it certainly was 3-4 months ago 

AlphaStreet_LN

Did GOOGL cure cancer?

PooPooPointBoiz

Yeah, and what happens is that they shit the fuckin bed right after I buy in. That drop the other week where GOOGL went from 300 to like 270? Yeah, I was holding that shit. That sucked so much ass.

LucreziaBorgia210

Idk about GOOGL

CMDR_Shepard96

Yeah, I got burnt with some MSFT APR 500C that I bought when it was like 520. Swapped to Mar'27 410/470 Bull spreads just after it broke through 400.. then it kept dipping- nearly back to break even. I'm just not good at this lol My naked GOOGL calls are finally green again though, so that's a positive.

Coloradospruce33

What happens first? META $700 GOOGL $385 MSFT $450 AMZN $275

scoofy

I'm with you, I'm losing it. I went through my portfolio and everything is already defensive except GOOGL which is basically the most defensive tech stock there is. I'm considering buying gold, which I've always thought was honestly stupid. It's a rock that just sits there.

TendieBot2000

!banbet GOOGL 324 25h

_hiddenscout

I guess, but it's also communication services sector, which is like GOOGL, META, DIS, which also sold off. Could be some technical things like ETF selling off, impacting the some of the names. Probably less AI fears and just general selling in the sector. Also with the sale off, it's still kind of expensive. Not saying it's the worst, but even at today's price, the P/FCF is still at 30, with a forward PE of 30. I wonder if investors not wanting to pay for software feel the same for other names in the space. Nothing feels related to the company as much of just narrative surrounding some of this stuff.

corundum9

NBIS, GOOGL, and CNQ carrying my port. AMD and ASTS doing their part. UNH back above my cost basis. MSFT and SOFI showing signs of life. Feels pretty good!

greenpride32

I've been in the markets for over 25 years. In my early years, I'd think similar to you and fear my paper gains could evaporate because stock prices do go up and down, a lot. But after some time, I started to realize the same names that always drew my interest kept going up over time. I might a stake here, sell for profit, and buy in later at a higher entry. Point is, if you pick winners, they'll keep going up over time. Look at the long term charts for NVDA AMZN MSFT NFLX GOOGL V WMT LLY COST MA - 100% is nothing. So I'm not sure how deeply you research your stocks or if you just follow hot trends. But if you really want to grow net worth, you want to find "forever" stocks - stocks that consistently increase revenue/profit/distributions over time and have some strong barriers to entry. Of course you also need to keep tracking the stocks in case outlook changes and you may need to liquidate. One way gives you some extra spending cash, other way has potentially life changing gains. TBH - you can just use the index to get 10%/year and double the value roughly every 7 years. When you buy individual stocks, you buy them to hit home runs above the 10%.

Blade3colorado

Quite honestly, that's an unknown to me. However, I suspect (as you indicated) there will continue to be layoffs, e.g., META, AMZN, GOOGL, etc., are relatively recent examples. Perhaps, there will be a "universal basic income?" I think Musk has talked about that. Again, dunno . . .

Sober_Alcoholic_

Oracle puts will be free money when MMs are done using it as an anchor stock to prop up the ETFs. Last week was AMZN and META. Week before that was GOOGL and AAPL. MSFT and ORCL this week apparently.

Candid_Payment_4094

\> US blocks Hormuz. Talks fail \> My stock portfolio is up by 3% \> 3 months from now: Google announces new model, discovers new battery technology and solves world hunger \> Market: Bearish signal. GOOGL down This market is hilarious

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.