GOOG
Alphabet Inc. - Class C Capital Stock - Recent news and sentiment analysis
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GOOG Sentiment Over Time
When blood will be on AI street, only GOOG and AMZN will come out on top. Daily reminder
When blood will be on AI street, only GOOG and AMZN will come out on top. Daily reminder
Nvda aapl amzn goog nah $pltr was holding everything up
Nvda aapl amzn goog nah $pltr was holding everything up
AAPL, AMZN, GOOG, and MSFT hit $1 trillion market cap in 2018-2019. NVDA hit it in May of 2023. Took...
AAPL, AMZN, GOOG, and MSFT hit $1 trillion market cap in 2018-2019. NVDA hit it in May of 2023. Took just over 2 years to hit $5 trillion. Is money even real?
GLW, GOOG, and GLOO, to moon🚀
GLW, GOOG, and GLOO, to moon🚀
youtube dead i'm shorting GOOG to 0
youtube dead i'm shorting GOOG to 0
$MSFT, $AMZN, and $GOOG are just paying themselves and calling it "AI Revenue"
Alright, you regards, listen up. I think I figured out the "AI" money printer. This whole thing is a f*cking loop. • Step 1: Microsoft (the "bank") "invests" $13B in their boy, OpenAI. • Step 2: OpenAI (the "customer") turns around and gives all that cash right back to Microsoft to pay for Azure servers. • Step 3: Microsoft's CFO goes on TV: "LOOK AT OUR EXPLOSIVE AI REVENUE GROWTH! 🚀🚀🚀" It's not just them! Amazon is doing the exact same scam with Anthropic. They give them $8B, Anthropic gives it back for AWS. They are literally just booking their own investments as revenue. And all of you holding $NVDA bags? You're betting on a company ($5T market cap!) whose only customers (OpenAI, Anthropic) are broke. They're only buying all those H100s because their sugar daddies (MSFT, AMZN) are funding the party. OpenAI is losing $11.5 BILLION a quarter. That's not a business. That's a rich kid lighting their dad's money on fire. TL;DR: The "AI revenue" is fake. The cloud giants are the "customer" and the "seller" at the same time. This whole thing is a house of cards, and NVIDIA is the 100x-leveraged card at the bottom. Positions: $NVDA $300p 1/15/2027
So was Blackberry a year before the 1st iPhone came out. When GOOG comes out with a futuristic super...
So was Blackberry a year before the 1st iPhone came out. When GOOG comes out with a futuristic super AI phone that solves all of life's problems AAPL will find itself in the same spot it put blackberry all those years ago.
AAPL is so far behind in the AI race that its just using a reskinned GOOG Gemini AI as their in prod...
AAPL is so far behind in the AI race that its just using a reskinned GOOG Gemini AI as their in product AI solution. Unless Tim Apple can crap out some sort of functioning in house controlled AI, the future doesn't look to bright for the company
My GOOG calls are saving me from my QQQ calls. Would be grand if they both went up.
My GOOG calls are saving me from my QQQ calls. Would be grand if they both went up.
My hot streak since sept has ended with my L on goog and amzn Back to Wendy’s for me 😔 UNLESS TOMO...
My hot streak since sept has ended with my L on goog and amzn Back to Wendy’s for me 😔 UNLESS TOMORROW MASSIVE PAMP 🤑🤑🤑🤑🤑🤑🤑 DEALER TOSS THOSE CARDS 🤝🤝🤝
i mean yeah but meta was stupid look at goog
i mean yeah but meta was stupid look at goog
man wtf goog I give up
man wtf goog I give up
META will pull a GOOG and wait for most of reddit to give up then pump
META will pull a GOOG and wait for most of reddit to give up then pump
Imagine buying cuck zuck dip instead of GOOG
Imagine buying cuck zuck dip instead of GOOG
big news coming for goog
Goog to buy RDDT?
Goog is not done going up
Goog is not done going up
Woah GOOG!
goog pick a side
Why the bubble narrative is a generational GOOG buying opportunity
Have gotten 20+ messages asking me if / when I plan to sell my GOOG LEAP position. So sharing my thoughts here: You basically can’t go 20 seconds without hearing someone mention the tech / AI bubble these days. It’s completely unavoidable and is shaping how people invest more than you may realize. But here’s why I think this narrative is actually creating a generational buying opportunity for a few companies. People are conflating the AI bubble and the massive growth of the Mag 6. But fail to acknowledge that, barring Nvidia, the Mag 6 growth is almost 100% due to non-LLM based bottom line growth. These monopolies are putting up Jokic numbers that justify these valuations. This brings us to Google, one of the most oversold stocks in the entire market (until very recently). After reporting a record breaking 100M revenue quarter, and beating EPS expectations by over 30%, GOOG stayed completely flat. Touted as part of the “frothy and way overbought” Mag 7, GOOG’s PE ratio of 27.91 is LOWER THAN SPY’s PE of 28.89. Let me repeat that for you: One of the three companies that can manufacture cutting edge AI chips at scale, the HIGHEST NET PROFIT COMPANY ON THE PLANET, that grew every part of its business double digits YoY, has a lower PE ratio than: -Walmart -Caterpillar -Costco -Nike -Hilton -Pepsi Talk about overvaluation. I’d argue the rest of SPY is more bubbly, as they are being bought via Index funds en masse due to MAG 7 gains, but aren’t being shorted like the MAG 7 are because that doesn’t fit the narrative. The way I see it, even if we are in a bubble, google does not depend on AI contracts dated 1-4 years out in the way that other players in the space do, as they consume the lions share of their own compute with their money printing businesses. And if we aren’t in a bubble, and those who control AI control the world, then google is probably the best positioned company out there. They have the strongest AI talent, have several already vetted AI business (Isomorphic labs, Waymo, Search, Shorts), own the entire AI stack: applications, models, chips, data centers (they have 10+ yoe building massive TPU data-centers on time). The absurd undervaluation compared to its peers (AMZN, MSFT, AAPL, NVDA) won’t last forever. Given google is the most profitable business in the world, either the rest of the Mag 6 need to show growth rates significantly higher than google’s absurd pace to justify the 30-40% premium, or GOOG will need to show signs of slowing down. But that’s not what we’re seeing today, and I’m tired of pretending that GOOGL is at all “overvalued” due to the AI bubble. it’s arguably the other way around. TLDR: I’M NOT SELLING
A great day to be a GOOG, RDDT, META, NBIS, UUUU calls holder since last week. THOSE BITCHES BETTER...
A great day to be a GOOG, RDDT, META, NBIS, UUUU calls holder since last week. THOSE BITCHES BETTER PUMP +5% TOMORROW I SWEAR TFG
At least half the sub is bagholding META with me LMAO. Thank god for my GOOG and NVDA 🥵
At least half the sub is bagholding META with me LMAO. Thank god for my GOOG and NVDA 🥵
AMZ GOOG and NVIDIA the only three stocks holding up this crash lmaooo EDIT: forgot to include BYND
AMZ GOOG and NVIDIA the only three stocks holding up this crash lmaooo EDIT: forgot to include BYND
come on aapl, goog, we pampin
the only thing that could be more bullish for goog at this point is if they were to release a really...
the only thing that could be more bullish for goog at this point is if they were to release a really good earnings report that beat expectations
Retiring on GOOG and AMZN ^in ^like ^20 ^years ^but ^still
Retiring on GOOG and AMZN ^in ^like ^20 ^years ^but ^still
What the fuck is up with the way calls are being priced rn? I was supposed to make $3k on kvue with ...
What the fuck is up with the way calls are being priced rn? I was supposed to make $3k on kvue with that jump, instead its up $650. Goog i should be +$180 at least, instead its +$50. And everything in my port is suddenly down a bunch. Now I am starting to feel like this shit is rigged, gimme my money MM's
You do realize that GOOG is a 3-4 trillion stock? That ten shitpoasters can't move this shit?
You do realize that GOOG is a 3-4 trillion stock? That ten shitpoasters can't move this shit?
goog wtf
Absolute manipulation on GOOG and RDDT don't get shaken up boyz HOLD
Absolute manipulation on GOOG and RDDT don't get shaken up boyz HOLD
goog let’s goooo
GUHH goog
That ok GOOG, you go when you feel like it :)
That ok GOOG, you go when you feel like it :)
Typical goog
Selling out of GOOG, MSFT, and AAPL to plow into IREN. Can't go tits up.
Selling out of GOOG, MSFT, and AAPL to plow into IREN. Can't go tits up.
When GOOG and OpenAI?
When GOOG and OpenAI?
GOOG
5k in to either goog, amzn, nvidia or meta what we thinking degens
5k in to either goog, amzn, nvidia or meta what we thinking degens
Mr Market, need some absolutely monstrous SHREKS on: GOOG, RDDT, NBIS, META, PLTR, TSM, HOOD, APP ...
Mr Market, need some absolutely monstrous SHREKS on: GOOG, RDDT, NBIS, META, PLTR, TSM, HOOD, APP This week Thank you for your attention to this matter
I have such a big exposure to GOOG and MSFT that these stocks usually decide if I’m eating today
I have such a big exposure to GOOG and MSFT that these stocks usually decide if I’m eating today
you should buy a real stock from a real company ie not a retarded WSB one. GOOG AMZN META RDDT could...
you should buy a real stock from a real company ie not a retarded WSB one. GOOG AMZN META RDDT could still rip from here and the risk of a major crash in the long term is very low.
This Ai rotation is zero sum shit. No one is paying for these services. OpenAI is going to resort t...
This Ai rotation is zero sum shit. No one is paying for these services. OpenAI is going to resort to selling ads just like Meta and Goog etc. Ad spend will just be spread. No revolution. No monetization other than chasing ad spend. Collapse is not far off. Shit is priced as though it’s a paradigm shift. It ain’t.
It’s time to short the mag 6 and full port into META. PE of 21 is crazy, you can’t say you like AI a...
It’s time to short the mag 6 and full port into META. PE of 21 is crazy, you can’t say you like AI and not go all in on the one company that is AI and making money. This is lower than the gay hit piece on GOOG when it went down to 160s. AMZN is good bet too but the rest are way too hype rn.
GooG calls
GOOG. 290. NOW.
Can I loan against my GOOG shares to buy more GOOG shares? 🤔
Can I loan against my GOOG shares to buy more GOOG shares? 🤔
I'm here for two things, to jelq and trade goog, and I'm all out of cock.
I'm here for two things, to jelq and trade goog, and I'm all out of cock.
I have so much money in 11/7 280 GOOG calls. Am I good?
I have so much money in 11/7 280 GOOG calls. Am I good?
$GOOG GANG
GOOG