Reddit Posts
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
$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
Mentions
What's the market going to do this week? Is my GGLL/GOOGL position going to fuck me over again? I'm already down 30k in 3 trading days...
To save you a lot of trouble, the valuation for both companies is a total joke propped up by a decade long (and continuing) string of promises by the CEO that repeatedly fail to come true. He’s about to further attempt to cover up the real situation by merging the two companies. X and xAI are both horribly losing businesses, TSLA is a largely declining business, but SPCX might be a solid one. He’s gonna try to wrap it all up under SPCX and hope that the market will buy another decade of false promises. I really hope you decide not to, and choose much easier bets like GOOGL, META, MS, STT, PM, GE, VOO, XLK, stuff like that.
GOOGL, MSFT and AMZN earnings might be considered relevant, too.
But eventually the reality of cashflows has to matter. The only way for spending to keep growing exponentially upwards faster than revenue, including at AMZN, GOOGL, META, MSFT and so on, is to make the debt bubble even bigger.
More like NVDA, AMD, GOOGL, MU, SKHY, suck it
Stocks go up and down, who cares. Only bad investors say there is an AI bubble while companies report record profits. Think about how many fucking dumb ass boomers watched MSFT, GOOGL, AMZN, AAPL, etc take off and are still poor today. It’s like an IQ test and half of the tards will fail the AI test too.
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
This makes sense. I’ve decided to simplify my ETFs, allocating $900 to ETFs and $200 to four individual stocks across different sectors. AVGO - 20/paycheck GOOGL - 60/paycheck BRK.B - 40/paycheck J&J - 40/paycheck JPMC - 40/paycheck. What’s your thoughts on this. Came up with this list by understanding the moat, PE, Forward PE, my level of understanding their business. Planning to revisit it once in 2/3 years.
* **Microsoft (MSFT — Q1 FY2027)**: Wednesday, October 28, 2026 (After Market Close) * **Alphabet (GOOGL — Q3 2026)**: Wednesday, October 28, 2026 (After Market Close) * **Meta Platforms (META — Q3 2026)**: Wednesday, October 28, 2026 (After Market Close) * **Amazon (AMZN — Q3 2026)**: Thursday, October 29, 2026 (After Market Close) * **Oracle (ORCL — Q2 FY2027)**: Thursday, December 10, 2026 (After Market Close) **Key Metrics to Track on the Calls** * 2027 CapEx Trajectory: Verify whether management teams reaffirm the expected +37% YoY cloud CapEx step-up ($1.39T total) or signal that growth is beginning to plateau. * **Backlog-to-CapEx Ratio (RPO Growth)**: Compare Remaining Performance Obligations (RPO) against capital expenditures. Strong RPO growth with flat or moderating CapEx guides indicates that cloud monetization is ramping faster than new hardware spend. * **Power & Deployment Pacing**: Listen for comments on grid interconnection delays, substation transformer lead times, and transitions to 800VDC rack power delivery. * **Optical & Custom Silicon Ramps**: Track updates on custom accelerator deployment (such as Google TPU v6/v7 volume, AWS Trainium3, and Meta MTIA) alongside near-packaged optics (NPO) adoption across 1,000+ XPU clusters.
* Microsoft (MSFT — Q1 FY2027): Wednesday, October 28, 2026 (After Market Close) * Alphabet (GOOGL — Q3 2026): Wednesday, October 28, 2026 (After Market Close) * Meta Platforms (META — Q3 2026): Wednesday, October 28, 2026 (After Market Close) * Amazon (AMZN — Q3 2026): Thursday, October 29, 2026 (After Market Close) * Oracle (ORCL — Q2 FY2027): Thursday, December 10, 2026 (After Market Close) Key Metrics to Track on the Calls * 2027 CapEx Trajectory (The Second Derivative): Verify whether management teams reaffirm the expected +37% YoY cloud CapEx step-up ($1.39T total) or signal that growth is beginning to plateau. * Backlog-to-CapEx Ratio (RPO Growth): Compare Remaining Performance Obligations (RPO) against capital expenditures. Strong RPO growth with flat or moderating CapEx guides indicates that cloud monetization is ramping faster than new hardware spend. * Power & Deployment Pacing: Listen for comments on grid interconnection delays, substation transformer lead times, and transitions to 800VDC rack power delivery. * Optical & Custom Silicon Ramps: Track updates on custom accelerator deployment (such as Google TPU v6/v7 volume, AWS Trainium3, and Meta MTIA) alongside near-packaged optics (NPO) adoption across 1,000+ XPU clusters.
Current pricking suggests the market is not impressed. GOOGL and AMZN used to trade close to the same price, now GOOGL is around $340 and AMZN is at $250.
GOOGL, MSFT, NVDA, TSMC, MU all long-term hold
GOOGL, MSFT, and NVDA. Yeah I'm basic, I also don't care.
AMZN & GOOGL SAFE. Other neoclouds getting wrecked CRWV, NEBIUS ETC
Idgaf about last week all I know is GOOGL about to break out either way
Almost me with $INFQ Put in $50k into $GOOGL calls now worth $30k after the recent dump
Gemini told me $GOOGL is currently the best MAG7 stock to buy
You can have actively managed SMAs. Imagine you own an S&P SMA. Let's also say you already own 1MM of MSFT stock. So number 1, direct indexing is also about screen outs so you screen MSFT out of your SMA as you don't need more. Then to your question let's say there's a correction in NVDA, GOOGL, AAPL, and say AMZN. 1. Sell those positions at a loss. 2. Buy an ETF that has the loss positions at a decent weighting so portfolio direction exposure is roughly the same. 3. Wait 31 days. 4. Sell the ETF, and re buy the individual positions. Signed, CFP in the industry with years of SMA experience.
Yeah that's why its so funny that the market has rotated from the CRWVs of the world to AMZN and GOOGL.
GOOGL making bank on those TPUs. The real winner
Of every stock with a market cap of atleast $100B, $GOOGL is the only one trading BELOW its **lowest** analyst price target Earnings in 2 weeks 🫰🫰
If you had to buy one Monday morning: GOOGL or MSFT Why?
My $50k into $GOOGL calls are now worth $35k
Will GOOGL go up next week? I can't fucking understand how it could dump so hard for so long and not rebound. Like what the shit????
Yeah dude, what the actual fuck though. The bad news came out days ago why's the entire market still shitting? GOOGL had a decent day yesterday when everything else was dying. Why'd it dump today??
I'm so fucking retarded. I bought into GOOGL/GGLL on the dip and that shit just kept on fucking dipping. I'm down 7 fucking thousand in a single fucking day. And that's on top of the 25k I lost over Wed and Thurs. I'm so goddamn retarded dude. I'm going to feel like such fucking shit over this weekend.
\> TSM How long do you plan on owning this company. If it's 2 years, maybe longer than that, you will be fine. They are getting amazing yields out of their new nodes, and those will run for decades. TSMC has used all their capital to build without taking on debt, and are still flush with cash. They know how to manage their factories to profitability and then keep them running and profitable in the long term. They are sold out for the next 2 years, and could have taken 'higher margins' - they are a company that has some deference to long term relationships and their value (its how they keep the lagging capacity full). \> NVDA ehh - good luck. \> AMZN, GOOGL, I dont think they are going to see much movement based on their sustainable PE - AMZN hid its spending and google is such a web that they have plenty of places to hid things. A Waymo spinoff would be a massive win for them and a place to burry debt.
ended up buying more SOXL GOOGL and AMZU on margin today wish me luck
**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $342.00 (above) | $339.93 | +0.6% | Mon 3:46 PM ET |
Wow, GOOGL will not stop drilling
I sold AAPL calls for a loss —> new ATHs and holding among market crash Bought $INFQ and $GOOGL —> instant dump and wiped my portfolio. Still got til March 2027 for my GOOGL but this was stupid as fuck
All in GOOGL at this level
well selling in GOOGL accelerating. Just fucking great.
What the actual fuck. Why the fuck does the market shit for 4 days straight? It's not like there's new fucking news to digest. FUCK GOOGL FUCK NVDA FUCK SNDK. I've lost so much fucking money this week.
Sigh I'm fucking retarded dude. Saw GOOGL dip badly today, I saw it bounce a bit, bought in, and then it shit even more. Why the fuck am I this retarded. 3 grand in the hole in the span of 15 minutes. What the actual fuck.
Its kind of wild right now, there has been some opportunities the last few days. I still think GOOGL is a good value to start a small position in. Companies like FPS or VRT are pretty beaten up for no real reason, I still think Uber is a good value. Best of luck and stay disciplined
lol sold BA yesterday to buy GOOGL. I should have known better...
GOOGL still consolidating after 6 months
Oh how much fun it'd be to be a researcher at GOOGL with access to infinite compute
I'm sorry for all of that. Anyway I lost money on MU a while ago, I just lost money on GOOGL yesterday and talked about it here, and I'm bagholding like 6 stocks
Might actually make money... So I'm gonna pass. All in on GOOGL rn
See this is what many retail don’t understand. You think there’s some irrational bubble. It’s not. The market is acting VERY RATIONAL. Look at MSFT, META, GOOGL and AMZN. They are going up generally. The neoclouds like CRWV, IREN and NBIS are way down because their credit spreads have blown out. Those are all very rational moves
My $GOOGL 03/27 $355c’s may still be alive
Made a table (gemini) and added more interesting stocks for the comparison: | Ticker | Market Cap | Q2 2026 Revenue | EBITDA | P/E Ratio | | :--- | :--- | :--- | :--- | :--- | | **TSLA** | $1.48T | $28.24B | $1.90B | 336.67 | | **WMT** | $957.29B | $187.94B | $12.50B | 42.71 | | **005930** (Samsung) | $1.02T | ₩171.50T (~$126B) | ₩105.50T (~$77.5B) | 9.34 | | **MSFT** | $4.00T | $64.70B | $51.63B | 30.06 | | **MU** | $1.03T | $23.86B | $16.50B | 12.53 | | **NVDA** | $5.57T | $96.20B | $64.86B | 27.46 | | **GOOGL** | $4.18T | $119.80B | $173.16B | 17.54 | | **PLTR** | $482.94B | $1.94B | $1.19B | 170.86 | | **SPCX** | $2.02T | $7.81B | $3.54B | N/A (Private/Loss) | Samsung with the lowest PE makes sense due to lower foreign valuations.
Bought GOOGL calls before close. RIP.
GOOGL may never break out of this range ffs
If you didnt buy GOOGL under 350 you hate money
For what it’s worth, Congress is on both sides of MU this year. Rep. Cleo Fields bought $100K–$250K on Feb 3, same day she loaded AMD, GOOGL, LRCX and META (House PTR #20034018). Rep. Dwight Evans sold $15K–$50K on Mar 24 (#20034379, cap gains box checked). Rep. Cisneros has been round-tripping it in $1K–$15K clips since February, buy Feb 24, sell May 15, sell Jun 5. 27 members have disclosed MU trades in total. None of them bought at 877 though, so you’re early or they’re late.
Today GOOGL touched the 200, the 100 and the 50. A brain fuck for tea leaves readers.
AMZN calls META calls GOOGL calls its that easy
So SPY can V 900% and GOOGL just dies?
Of cos GOOGL is now starting to tank dipshit
What? MSFT, AMZN, GOOGL and META are the ones spending the bulk of the CAPEX on AI and most of it is paid via their cash flows. Sure, they have also issued bonds to fund some of it but nobody has a problem letting these companies, with the largest moats in human history, borrow money
**BanBet Won** — /u/Entire_Fly_4771 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** ▲ | $347.85 → $350.00 | +0.6% | 18h 28m | Won |
GOOGL with the bull trap. about to dump at 350
Genuinely curious, so I’m not trolling or criticizing. At expy, GOOGL would have to be at \~$458 (+32% or >+15% per year) for it to make sense to hold this Call. Below that it would make sense to just own the shares. There would have to be a strong move up in order for the payoff of putting 10k on a single contract worthwhile. Is your conviction that GOOGL will have that significant of a move? Or were you planning on exercising to buy the shares?
If I wanted to be safer, NVDA, MSFT, AMZN, GOOGL. Also maybe MELI. All in Google or Amazon would be totally solid. If I wanted to take a really risk in hopes of 10xing in 3-4 years, PLTR. I would NOT do this though.
No but my portfolio is up 40% YTD, I cashed out today. Let the NASDAQ show its true nature. MU to 500, GOOGL to 300-270. All the Semis 30 down. Neoclouders another 20% down. Now it’s time to trust Warren buffet and accumulate some BRK-B
Welcome to my club $GOOGL March 2027 calls
GOOGL got within 30 cents of the 200 day moving average and bounced… hopium 😢
$18 dollar 1 day swing on GOOGL ho LEE shit earnings have hit less hard than this Tweet something already you fooking pedo
GOOGL took so long to get back to 360 only to be destroyed in a day
Well looking at GOOGL 24hr, I am pretty fucked. My dumbass decided to get back in midday and now its doing what it has always does. Fuck this shit.
Is GOOGL even worth it anymore? I have 50k in GGLL thats I bought today, lets find out
This is a once in a generation buying opportunity, buy more and absolutely do not sell, every bull market that has lasted this long, lasted another year, and historically the market rallies after the midterms. GOOGL and AMZN’s earnings reports at the end of this month should exceed expectations, and later this year we’ll get the Santa rally and January effect early next year.
Everything I buy goes down. I have $GOOGL March 2027 $355c’s. Have fun bers/inversers
Pretty much. Even on the Qs, the one level all day they put much effort into defending was the key one ($726ish). It was only attacked for a few minutes. Problem is that was a nasty reversal candle on MSFT which had been doing so much of the heavy lifting on tech. I guess we could see a major rally tomorrow concentrating on like... Meta/MSFT/SPCX/GOOGL or something. That or a counter-trend rally on memory, but that's going to be tough with all the bad catalysts surrounding it.
I added some NVDA ASML and GOOGL today. I’m not leaving
Buy great stocks that are at cheap valuations. Loads to choose from today as the market is having a pullback. I’d go MU, META, AMZN, GOOGL, AVGO and NFLX. All of them are easy money.
GOOGL...seriously what the fuck is wrong with you? Its still dying AH.
I know GOOGL will go back up but I was levered to the tits and if I had just held I'd be down twice as much right now
I spent more than a 1%er’s yearly salary buying dips and LEAPS today GOOGL AMZN AMD DELL INTC SKHY
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **GOOGL** | $350.00 (above) | $347.85 | +0.6% | Fri 3:23 PM ET |
I lost $600 on GOOGL today. Was up $200 and then dump dump dump. You know it's bad when you feel good selling at a loss just because it could've been worse
Honestly, that thought crossed my mind to buy GOOGL. It's down hard right now.
7th law of the universe: GOOGL goes down
AMZ, GOOGL, UAL are ones I just bought up… UAL is expected to 100% in a year
GOOGL is the Dane Cook of Big Tech
Jesus christ GOOGL...piece of dog shit.
I would place it in money market for a year and then invest after the bubble pops. But that's not what you asked. You pick a safe stock with growth potential. MSFT looks like they're screwing up XBOX, and everyone's going to hate forced neural chips for the next Windows version. Other countries are divesting themselves of GOOGL because they want data independence from Trump's America. AMZN also suffers from the GOOGL problem to a degree, but AMZN's core business is going to continue to be profitable so that's not going to affect them as much. NVDA is the answer because they actually make the NPUs that Microsoft is going to require, and eventually everyone is going to have to comply with the industry standard, leading to great growth. Apple, Intel, and AMD also make NPUs, and it'll be an interesting competition to see which one ends up being the industry leader.
70% is a pulled-out-the-ass number. if the ticker symbol isn't the same, you don't have to worry about it. The IRS hasn't even ever said GOOG and GOOGL are substantially identical.
Idk end of week calls on the typical dumpster fire stocks that do dumb shit on Fridays MSTR TSLA SPCX MU AMD You know the usual degenerate stuff Safer play would be retreating to the big boys MSFT AMZN GOOGL NVDA META
AAPL so strong. Why did I buy GOOGL
Can GOOGL reach 360 today?
Please go back up GOOGL I trusted you
That GOOGL pumped got faded instantly smh :(
god I FUCKING HATE GOOGL
Morning rug on GOOGL never fails fucking ever
GOOGL and AMZN holding on super strong time to add more
Everyone in here is saying GOOGL makes me very nervous for my shares
I'm none of those things. What have you held for 10 years? How does an investor in 2015 select a stock that will confidently do better than CAT? Had I invested the 100K being discussed in this thread in Feb20215 when I bought, the position would be worth about 1 million (and I didn't have DRIP turned on for the first 8 years). This leads to the question, "HOW do you pick one stock for the next 10 years?" Don't just throw out a popular WSB ticker. I think AMZN and GOOGL are good to talk about in this discussion due to market penetration, staying power, multiple revenue streams, and a history of performance. PS - That list isn't my portfolio, which is dominated by VOO, VTI, MOAT, DIA, SGOV, and CAT. It is just the tickers I've held for 10+ years. With the luxury of hindsight, we know I could have done better.