Reddit Posts
“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
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
Mentions
The moment I full ported into GOOGL calls yesterday, it started tanking after hours and is now red premarket. Lovely. Thanks MMs.
I had 120k invested in NVDA, GOOGL and TMUS in 2023. All I had to do is not log in to my fidelity account untill now and I would have a little more than $1 million. Now my portfolio is worth $40k
which one dies first? AAPL, GOOGL, NVDA, PLTR, NFLX, HOOD, META or MSFT
Anyone else holding MSFT and GOOGL puts for tomorrow?
GOOGL should be 420 rn
Buy GOOGL or Apple stock, then toss the phone you used for the trade into the basement. When you open it up next spring, you’ll find a massive profit
That's risky from a concentration standpoint. Not a good idea to have so much of your wealth tied to any single stock, even if its not the riskiest stock out there. Doubly so since any etfs you own that track the Nasdaq or S&P also have significant exposure to GOOGL, further increasing the concentration risk
I used to be NVDA GOOGL MU MSFT and SMCI, swapped some around after taking gains and rechecking vals
Google had stronger fundamentals and a cleaner setup than most of the other big tech names, and it wasn’t nearly as crowded or overextended. So when the rest of the market started getting hit, I figured money would rotate into names like GOOGL instead of dumping everything equally
guys whatever loss u incur today, u can make it back in october | Company | Expected report | Why it matters for NVDA | | --------- | --------------- | ---------------------------------------------- | | **MU** | Sep. 30 | HBM/memory demand, AI-server demand | | **INTC** | Oct. 22 | Data-center / foundry / server read-through | | **GOOGL** | Oct. 28 | AI capex + data-center spending | | **META** | Oct. 28 | **Huge AI capex signal** | | **MSFT** | Oct. 28 | Azure + AI infrastructure spending | | **AAPL** | Oct. 29 | Less direct for NVDA | | **AMZN** | Oct. 29 | **AWS capex / AI demand** | | **AMD
I bought $GOOGL calls and it dips after market closed Gg bad sign
Opened GOOGL $350c jan 2027 good luck everybody
GOOGL will NOT SLOW DOWN. GOOGLE will NOT STOP until it gets back its #1 spot. Please?
I feel like GOOGL is planning to release some news and wall street already got the message. Hopium.
inb4 GOOGL head janitor leaves the company for a competitor and the stock drops 10%
Hopping on lost city OSRS to kill some fire giants.. GOOGL calls right?
Looks like an official/promo iShares post inviting debate. Angle using numbers from my own deep reports, not a generic opinion: **NVDA**: at $228.45, the median of 5 triangulation models is $192.6 → margin of safety −15.7%; Monte Carlo gives only a 17.6% chance the stock is undervalued at the current price. GBL score 57.5% (MONITOR) — the business is the best in the universe (operating margin 66.2%, ROE 117%), but the price leaves no room for error. **GOOGL**: at $342.48, the median of the models is $188.9 → MOS −45%; Monte Carlo P50 only $145.9, with a 0.8% probability of undervaluation. The comment's point: you don't need the "bubble" label to say the risk is asymmetric — two of the strongest AI leaders, even with excellent fundamentals, have negative margin of safety at current prices. That's a DCF argument, not vibes.
GOOGL has been looking nice
On a day that GOOGL is finally trying to break out, He says he is not happy that GOOGL is investing in Finlands power plant.
"I am the house now" - GOOGL
$GOOGL finally manifesting that big dick energy.
I feel like someone knows some news about GOOGL.
Huge volume buying on GOOGL right now.
Berkshire break even on GOOGL from what he purchased last quarter.
So many bagholders unloading GOOGL. Then they will buy back in when its at $380
GOOGL regaining territory quickly
$LYFT LYFT (LYFT)’s Robotaxi Strategy Takes Shape with Waymo BUYOUT ON DECK W @WAYMO CAPITAL RAISE $GOOGL $GOOG https://finance.yahoo.com/technology/articles/lyft-lyft-robotaxi-strategy-takes-144853683.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr
I’ve actually never made money on GOOGL calls, but there is a first for everything ☺️ And yeah 10% OTM is definitely my style lol, thanks for the tip 🙏🏻
GOOGL needs to release Gemini 4 pro right now. Tell the world you will not slow down!
There is the GOOGL we know! FUCK
Balls on GOOGL puts for scalping???
Scalping on GOOGL puts???
Good news everyone! My $GOOGL bags are no longer bags. Broke even baby!
You'll get terrible advice here - stick with QQQ. If you want more risk/reward then a bit of XLK, SMH. Add a few individual stocks like GOOGL, AVGO, CRDO.
When I see AAPL, MSFT, META, and GOOGL—all the major software stocks—green in pre-market, it tells me there’s probably no crash today. 😎
I'm playing the $ALPHABET soup spread today. $GOOGL/GOOG/AVGO. Eating good tonight MMS.
Don't you dare even think it GOOGL
GOOGL probably fades as usual 🫠
I think AAPL, META, & GOOGL are enough to prevent a collapse today Need another megacap to join them for a green close Hmmm, who will it be today❓❓❓
My GOOGL shares helping me step back from the ledge
MSFT and GOOGL mooning
Hi. Correlation regime detection often relies directly on the raw Pearson method, which is problematic. It is unsuitable for financial instruments by definition—since financial instruments do not follow a normal distribution, Pearson becomes invalid—and it yields an overly sensitive coefficient. In this case, the Meta-GOOGL correlation coefficient is calculated using the logarithmic values of 4-hour candle closing data. The correlation coefficient itself is a composite score incorporating Pearson, Spearman, and EWMA; I actually outlined the methodology in the post. I assume you wouldn't claim that the Meta-GOOGL correlation failed to diverge. So, I am unclear on why you consider the correlation analysis flawed. I don't mean to sound condescending, but I hold a degree in econometrics; I graduated in January and have been focusing specifically on correlation ever since. If you have a superior calculation method that guards against "incorrect filtering," I would be interested to learn about it. As for the timing... as I understand it, you are claiming that this news—or this regime shift—dates back to September 9th. If you re-examine the post, the algorithm actually entered a downtrend on September 8th at 12:00 PM ET. In other words, I received the alert about the Meta-Google regime shift even earlier than you expected (the system sends out emails). The reason I mentioned in my previous reply that I posted it late was simply that \*I\* was late posting it to the subreddit; I didn't feel like doing it right away, I was trying to format it for the sub, I had other things to attend to, and so on. I could have published the post at 12:01 PM ET on September 8th—that probably would have made for a happier outcome. All the best.
70% ETF 25% single stocks (NVDA, GOOGL, AVGO, MU), 5% btc
betting on the mag 7 only today | Stock | Live price | Friday close | Change | | --------- | ----------: | -----------: | ---------: | | **AAPL** | **$328.91** | $332.27 | **-1.01%** | | **MSFT** | **$493.36** | $495.63 | **-0.46%** | | **NVDA** | **$214.89** | $218.29 | **-1.56%** | | **GOOGL** | **$335.62** | $338.50 | **-0.85%** | | **AMZN** | **$254.30** | $256.78 | **-0.97%** | | **META** | **$640.71** | $648.03 | **-1.13%** | | **TSLA** | **$360.66** | $365.44 | **-1.31%** |
I’m 68 and living off investments. 50% of my portfolio is in fixed income, 40% ETFs, and 10% individual stocks (AMZN, AMD, GOOGL, CVX, RTX, RDDT, NUE)
They are the only ones claiming profit, due as you say to so many IT firms using them specifically and government contracts, however even if you accept everything they say, it means nearly nothing in the grand scheme of things. They are currently using subsidized inference and model generation. Even on the low end of $130 billion taken in investment by them, they would have to continue to grow at the same rate and there is no evidence that this is even possible, and looking more improbable by the day. IT companies, in particular, are starting to roll over to Chinese models that are 1/10 the price or cheaper and close enough. And keep in mind that you have chosen the most hyped of AI providers. I suspect GOOGL will be sitting pretty at the end of the day by replacing search with AI, but I do not see what you see for the overall promise vs practical outcomes.
I gave up my No Fap Until $GOOGL is $400 challenge. I lasted 29 days.
this will not work. UBER has consumer confidence and also if anything goes wrong you have a company to demand monetary repairs from. So no TSLA will not kill UBER. now what might happen is TSLA or owners of cybercabs leasing the vehicules to UBER for a discount compared to having drivers. ( like the waymo partnership UBER has with GOOGL) basically calls on UBER
Here's the explanation - The macro backdrop is the reason I would not simply maximize premium. This is a Fed week, so higher Treasury yields or a renewed oil spike can pressure large-cap tech quickly, especially higher-duration names like NVDA. That makes NVDA’s richer premium logical—it is compensation for materially more downside volatility, not free money. AAPL has stronger weekly momentum and a wider cushion to the 315 strike, so I’d use it as the portfolio anchor. GOOGL is the opposite case: its premium is poor, but that is exactly why it serves as the lower-volatility allocation. With the entire $169k deployed, I prefer spreading collateral across AAPL + NVDA + GOOGL rather than concentrating everything in NVDA or META right before the Fed. The main Monday checks should be Nasdaq fu
| Trade | Fri stock price | Weekly change | Contracts | Capital / collateral | Stale premium / contract | Total stale profit | | ----------------------- | --------------: | ------------: | --------: | -------------------: | -----------------------: | -----------------: | | **AAPL 315P 9/16 CSP** | **$332.27** | **+3.84%** | 2 | **$63,000** | $23 | **$46** | | **NVDA 210P 9/16 CSP** | **$218.29** | **-5.24%** | 2 | **$42,000** | $61 | **$122** | | **GOOGL 320P 9/16 CSP** | **$338.50** | **+0.01%** | 2 | **$64,000** | $15 | **$30** | | **TOTAL** | — | — | **6** |
That was a harsh critique. Of course, I cannot expect everyone to view it as successful or valid, given that it involves a game plan—and game plans can be subjective. However, I do expect acknowledgment on one specific point, as I had no hand in it: the correlation regime between META and GOOGL has shifted; they have diverged. Their average correlation is 0.40, yet over the last 14 candles, we have observed a shift from 0.38 down to -0.08. In other words, we witnessed a distinct break from the mean, a downward trend in the correlation coefficient, and a move into negative territory. The correlation was calculated using the method specified in the post. I mean, I wasn't involved in this correlation regime analysis, though I might have made mistakes in the game plan; trying to fit in with the subreddit culture might have led me astray, but I’ll try to improve.
Yeah that's the sharper version, and honestly the more correct one. If the correlation is the edge, the clean expression is both legs: long META / short GOOGL (delta-matched), or long one name's vol / short the other's then your P&L tracks the relationship instead of META's direction. The single-name call was me layering a directional view on top of the regime read, which is a different (and messier) bet. If you want to trade purely the decoupling, two legs is the way. Essentially, the idea was to structure an option trade based on the identified correlation regime—a robust analysis, as shown in the chart. I wanted to share this on the subreddit and tried to follow the rules. Next time, I’ll try a different idea based on the correlation regime. The criticisms are valid.
Fair hit, and you're right on the core point I won't dodge it. The regime read is a *relative* quantity (the dependence structure and how it's trending). The debit spread is an *absolute*directional bet on META. Not the same trade I can be dead right that they keep decoupling and still lose if META just drifts down. The model predicts the relationship changing, not which leg goes up; the direction was my discretionary overlay, and I should've drawn that line instead of dressing it up as "the trade." The version that actually isolates the predicted quantity is a delta-neutral long META / short GOOGL, or the dispersion cut you're describing long single-name vol / short index vol, so P&L tracks the dependence, not the tape. On implied-vs-realized: that's the right frame, and it's really two engines. What I've built is the realized/conditional-dependence side estimating the regime and its trajectory. It doesn't read option surfaces, so it's not the implied leg; point it at a dispersion book and it's an *input* (the expected-realized estimate), not the whole trade. Calling a single-name call a stat-arb expression was sloppy shorthand you caught it. Genuinely curious how you'd estimate the implied relative dependence off the surfaces, implied correlation from index vs constituent IVs, or something more conditional?
MSFT -0.63% AAPL -0.5% GOOGL -0.3% AMZN -0.92% Why lie? Not that a bunch of children handing money over to a casino is particularly relevant.
in a couple years from now, we'll look back at this moment: 10y at 5% oil at $100+ SPY up 12% but its PE is down 10% ytd high inflation and shit job market Circular financing OpenAI burning cash with no profit. Anthropic calling a slowdown because they are also out of money, GOOGL cash flow negative for the first time in history Sburry crashing out. Berkshire holding a massive pile of cash *"I am the House"* is the new "Dow is 50k" and still... # "tHeRe WeRe No SiGnS!!!! I thot stonks only go up? 🤡🤡🤡"
I guess $RE too. Reddit Egregious (regards) funded by $AVGO & $GOOGL/$GOOG.
This is just what I needed if GOOGL is red on monday I will be increasing my position even more
Rumor that GOOGL deepmind has RSI??? WTF
You ask people what their highest conviction stock is and 99% will say GOOGL. That tells me that GOOGL is overvalued. Also their default AI search has me completely skipping their ads so i have no idea how that segment is still growing
TBH we already knew GOOGL was gonna limp dick towards end of the day. GOOGL has been selling down for over a month and down going on the 5th month. Imagine how many people are trying to unload their bags. Only way to for shit to hold is Sundar to release news that gives investors confidence to hold, but he wont because he is a bitch.
Good news is half my portfolio is $GOOGL. Bad news is I bought a lot higher.
GOOGL 9/16 strk 335 put
GOOGL is up because people using google to see all the thing happens on 9/11
Thinking to buy some puts on GOOGL for a little scalping
Puts on GOOGL hoping for a little pullback?
I’m talking about a little scalping just want to see what’s the top of GOOGL today
Pull back on GOOGL or pull back on PLTR, undecided business
Do you know a stock called GOOGL?
GOOGL forming the limp dick a little early.
I STILL HAVE HOPE FOR GOOG AFTER THIS NEWS: >Cathie Wood-led ARK Investment Management made two contrarian technology stock bets on Wednesday – >buying shares of Meta Platforms Inc. (META) and offloading Alphabet Inc.(GOOGL) on the same day. ARK Invest sold 72,803 GOOGL shares through its ARKK ETF and also offloaded an additional 11,589 GOOGL shares via its ARKW ETF.
$AMZN $203 BY OCT, $GOOGL $255 BY OCT, $NBIS $312 BY OCT The neo clouds are taking over with their specialized cloud solutions $NBIS TO THE MOON BABY
It will be 11. GOOGL calls
Thinking of getting some jun 2027 GOOGL 550c. I am thinking they will be the ones able to survive the downturn on AI
GOOGL 350 tomorrow and I’ll stick a watermelon up my ass
Yep and it's worked out pretty well. I built a new pc using AMD in 2019, I liked where the company was headed and bought, continued to buy. use GOOGL, shop AMZN and use AWS, Cloudflare, fly delta. Not gonna name my bank and cc but they've all done well. My only regret is that I didn't go heavier and played safe by keeping half in indexes
GOOGL is green? Is that allowed? Someone check the rule book for me
GOOGL will drop 1-2% everyday without resistance....it fights for its life to go up .25% lol
Thats cute GOOGL, but we all know how this will end Mr limp dick.
In just 4 months...GOOGL was able to lose almost 1 trillion in market cap. Impressively retarded.
Closed my META position for major profits. Now watching what’s next. Possibly GOOGL or ADBE if it goes lower
GOOGL down near 20% from highs and C suite is still quite as fuck. Maybe down 40% will force Sundar to step up and stop the bleed. Fucking retarded.
I sold all my GOOGL trade position earlier this week for major loss, but I still have a couple hundred shares in a long term account that I bought last year, but looking at how market sentiment is and how Sundar and the band of c suite retards wont do or say anything to temper market sentiment for over a month, I am probably going to close remainder of googl position. Fucking embarassing
GOOGL really is embarrassing.
ay GOOGL going back up made me no longer red today
GOOGL is yet again tongue punching my fart box