Berkshire just flipped from net seller to aggressive buyer and Alphabet is now its #3 stock holding
Berkshire Hathaway increased its Alphabet position by 83% to 106M shares, making it the third-largest equity holding worth $37.8B. The aggressive accumulation signals management's conviction in value at current levels and marks a shift toward capital deployment after 14 quarters of net selling.
At post $347.84·Now $338.36-2.7% since postedas of Sep 8, 4:30 PM ET
Peter Schiff Tells Vlad He Should Sell His Google Stock
Peter Schiff argues Google stock is currently overpriced and predicts that capital invested in it will underperform significantly over the next 10 years, citing historical examples of technology leaders like Yahoo and Spyglass that eventually lost market dominance.
At post $344.60·Now $338.36-1.8% since postedas of Sep 8, 4:30 PM ET
As AI commoditizes and LLMs become interchangeable, Google's massive ecosystem moat across search, Chrome, Android, YouTube, Workspace, and Cloud gives Gemini an insurmountable distribution advantage that competitors cannot replicate.
At post $343.98·Now $338.36-1.6% since postedas of Sep 8, 4:30 PM ET
Author is betting on Google stock appreciation with call options (strike $350, expiry 8/12), though acknowledging the bet is made without research and may be as irrational as betting on amateur tennis.
At post $343.58·Now $338.36-1.5% since postedas of Sep 8, 4:30 PM ET
Google's proprietary ASIC-based AI infrastructure offers superior efficiency compared to GPU-dependent competitors. As the market matures and GPU costs become prohibitive, Google can raise prices and capture growing demand from companies adopting energy-efficient, dedicated AI hardware—positioning Google as a safer, more resilient AI beneficiary.
At post $354.07·Now $338.36-4.4% since postedas of Sep 8, 4:30 PM ET
“Rolled mostly into Aug 21 calls; also holds 4 calls with 7/24 expiration”
GOOGL earnings 7/22 the GAAP number is going to look insane
Google's Q2 GAAP earnings will significantly exceed consensus estimates due to a large mark-to-market gain on its ~5-6% SpaceX stake (~$70B increase from Q1 to Q2), which analysts haven't factored into the $2.89 EPS estimate. A potential 140%+ earnings beat headline will drive investor attention; the asset is now liquid post-IPO and available as collateral, addressing bear case concerns about capex pressuring free cash flow.
At post $351.76·Now $338.36-3.8% since postedas of Sep 8, 4:30 PM ET
GOOGL is coiling under the $368–372 resistance shelf with a higher low at $340, setting up for a break to $408.61 ATH and beyond. Open interest stacked at the 8/21 $415 strike signals crowd conviction, and the author expects better-than-even odds of tagging $400 before the July 29 earnings.
At post $366.22·Now $338.36-7.6% since postedas of Sep 8, 4:30 PM ET
GOOGL is trapped in a $341-350 range due to underwriter hedging of a $30B equity raise, but structural catalysts—Dow inclusion (June 26), July 17 call expiration, and Q2 earnings/Gemini 3.5 Pro launch (July 22)—will lift this cap. Author targets $380-390 via August 21 calls, expecting post-earnings breakout after underwriter stabilization period ends.
At post $345.07·Now $338.36-1.9% since postedas of Sep 8, 4:30 PM ET
The SpaceX YOLO everyone is too regarded to print money with… GOOGLE!!!
Google owns 10% of SpaceX and will benefit from its growth; smart money is accumulating Google leaps at discounted prices while the stock is 15% off ATH with no competitive end in sight. Author expects GOOGL to reach $500 by end of year.
At post $357.54·Now $338.36-5.4% since postedas of Sep 8, 4:30 PM ET
Author holds deep OTM LEAPS on GOOGL and achieved a 100x return, realizing 900k in gains while maintaining exposure to Dec 2027 365C positions. The author believes strongly in the company's fundamentals and expects continued upside.
At post $402.12·Now $338.36-15.9% since postedas of Sep 8, 4:30 PM ET
After a period of weakness, the author believes Google is back on track for recovery and upside. The post expresses confidence that the near-term turbulence is behind us.
At post $349.91·Now $338.36-3.3% since postedas of Sep 8, 4:30 PM ET
Author bought $150k of GOOGL LEAPS in Aug 2024 when stock was around $175, betting on long-dated upside in Google. The position has generated substantial gains, turning $4k initial capital into $1M over ~one year through options.
At post $314.54·Now $338.36+7.6% since postedas of Sep 8, 4:30 PM ET
OpenAi struggling against Google - Leaked email & $GOOGL dominance in Ai
Google is winning the AI war against OpenAI through superior model releases (Gemini 3.0) and deep integration across its product suite (search, YouTube, Waymo). As the most profitable company in the world growing rapidly at scale, Google is positioned for continued gains.
At post $288.70·Now $338.36+17.2% since postedas of Sep 8, 4:30 PM ET
Author was bullish on Google through Oct 31 expiry, holding 4000 contracts of 255 calls. Position collapsed from $3.8M peak to $1.6M in 4 days amid market decline.
At post $235.96·Now $338.36+43.4% since postedas of Sep 8, 4:30 PM ET
Google was undervalued at $148 on P/E fundamentals and strong AI positioning. The author executed a tactical call-selling strategy, repeatedly buying 5% OTM calls 30 days out on weakness and selling into strength to compound gains over five months.
At post $229.86·Now $338.36+47.2% since postedas of Sep 8, 4:30 PM ET
Author repeatedly YOLO'd into GOOGL calls on major pullbacks, including after Apple congressional testimony news. Despite weak recent performance, the strategy of buying dips generated substantial profits.
At post $180.93·Now $338.36+87.0% since postedas of Sep 8, 4:30 PM ET