$GOOGr/wallstreetbetsDiscussionbullish u/sm7196 · 23d agono track record yet Long GOOG $300C exp Jun 30
Google is the AI arms dealer
Alphabet profits as the infrastructure provider and investor behind competitor AI companies, which burn cash on compute and TPU chips while Alphabet deliberately slow-rolls model updates to maintain the illusion of competition and avoid antitrust scrutiny. As Anthropic, OpenAI, and others exhaust funding, Alphabet captures the revenue stream while competitors fail.
At post $334.93·Now $317.28-5.3% since postedas of Oct 23, 4:45 PM ET
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Making sense of Muse, the agentic model, and evaporating cash flow at META and GOOG
Google faces an even steeper cash flow problem than Meta: it already has negative FCF in Q2 2026, and launching an agentic product will push FCF further negative due to token-cost economics. Although Google has better consumer trust and existing payment/email access, the fundamental variable-cost model of agentic AI makes profitability untenable.
At post $334.93·Now $317.28-5.3% since postedas of Oct 23, 4:45 PM ET
1d+1.6%
3d+1.6%
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“small position in it but planning on adding more, holding for next 20 years”
Google. Keep adding?
Author holds a small GOOG position and plans to add more, viewing it as a long-term 20-year hold. The post expresses underlying confidence in Google's fundamentals as a tech leader despite recent sideways price action since June.
At post $341.08·Now $317.28-7.0% since postedas of Oct 23, 4:45 PM ET
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Two ways to buy Anthropic before the IPO (while paying 50% less)
Alphabet owns ~15% of Anthropic and has unrealized gains embedded in its investment portfolio. Buying Goog at current IPO levels provides exposure to Anthropic at a significant discount (10x-20x cheaper) compared to the rumored future Anthropic IPO price, with additional upside from the company's role as a capital allocator in AI.
At post $347.41·Now $317.28-8.7% since postedas of Oct 23, 4:45 PM ET
1d-3.6%
3d-1.8%
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1m-7.7%
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“Up to about 325k in GOOG. Been building for a little over a year. Loading a bit more heavily at current levels.”
Just Keep Buying GOOG
Author is accumulating GOOG over the long term and increasing position size at current price levels, suggesting conviction in upside.
At post $333.56·Now $317.28-4.9% since postedas of Oct 23, 4:45 PM ET
1d+1.6%
3d+0.5%
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“70k into GOOG”
Buy the FOMC dip - 70k into GOOG
Author is buying Google on the FOMC dip, taking a $70k bullish position with conviction that the market overreaction presents a buying opportunity.
At post $361.87·Now $317.28-12.3% since postedas of Oct 23, 4:45 PM ET
1d+1.0%
3d+1.0%
1w-5.1%
1m-4.8%
3m-6.1%
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I hear that everyone’s a millionaire now - $2M
Author holds GOOG as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.
At post $394.65·Now $317.28-19.6% since postedas of Oct 23, 4:45 PM ET
1d+0.0%
3d+0.5%
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1m-7.4%
3m-5.0%
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Long GOOG $230C exp Aug 21
GOOG Gains
Author bought GOOG 230 calls (Aug 21 expiry) in early September with conviction that the stock would appreciate, executing a profitable position ahead of recent geopolitical concerns.
At post $381.46·Now $317.28-16.8% since postedas of Oct 23, 4:45 PM ET
1d+0.3%
3d+0.3%
1w+3.5%
1m-1.4%
3m-12.1%
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“Invested accordingly, now up 50% on a large base of invested dollars”
Investing in $GOOG in April is proof that investing isn't like Olympic Diving
Google was unfairly discounted in April due to fear of AI hype companies, despite its dominant market position. The author invested heavily based on end-user conviction and achieved 50% returns, arguing that patient investors should wait for such obvious mispriced opportunities.
At post $212.78·Now $317.28+49.1% since postedas of Oct 23, 4:45 PM ET
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6m+46.8%
1y+61.0%
GOOG increases CAPEX 85B to keep up with insane AI/Cloud Demand
Google's cloud and AI revenue are growing faster than expected, evidenced by a $109B backlog and a capital expenditure increase from $75B to $85B. The company's aggressive spending to meet demand signals both strong fundamentals and confidence in sustained AI/cloud growth, making the stock a buy.
At post $190.84·Now $317.28+66.3% since postedas of Oct 23, 4:45 PM ET
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3d+1.3%
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1m+7.9%
3m+31.4%
6m+72.8%
1y+66.7%
Someone with better knowledge - Please explain why $GOOG keeps falling / hitting serious resistance ?
Google appears significantly undervalued relative to its Mag 7 peers despite strong fundamentals. The company possesses multiple growth drivers across AI (GCP, search, advertising tools), hardware (Android, XR), autonomous vehicles (Waymo), and quantum computing that offset near-term antitrust headwinds and modest search revenue pressures.
At post $165.43·Now $317.28+91.8% since postedas of Oct 23, 4:45 PM ET
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3m+53.9%
6m+83.3%
1y+122.0%
What are you buying? as markets go down opportunities appear.
Market weakness creates a buying opportunity in GOOG as a value play. The author is considering adding shares during the downturn.
At post $171.22·Now $317.28+85.3% since postedas of Oct 23, 4:45 PM ET
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3d-2.1%
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1m-9.3%
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6m+21.2%
1y+81.5%