▲ 35 r/GOOG_Stock
I'd like to create a new investment strategy. It's called GOOG and chill
Who else is joining me on this strategy?
u/Key_Category_8531 — 8 hours ago
r/GOOG_Stock
▲ 32 r/GOOG_Stock
While everyone is panicking, GOOG is healthily going back up lol
We're chilling over here
u/Key_Category_8531 — 13 hours ago
▲ 23 r/GOOG_Stock
Google doesn't need to be the best in AI and can still win
if anyone has used Claude Code before, you probably are aware of the token limitations...if you are on the $20 pro plan, you will most likely use up all your 5 hours tokens in one or two prompts and basically you are done in 10 minutes and have to wait another 5 hours. A lot of people bring this issue up in Claude related subreddit, but they are heavily censored and most subs won't let you even make a post about it.
On the other hand, Gemini cli (antigravity) can run for hours without hitting any token limitations..btw, the ironic thing is you can choose Claude in antigravity...and for 99% of the tasks, Google's antigravity is good enough.
Not sure why no one is talking about this, but Google can win this AI race simply by being "good enough" and using the least amount of tokens since they used their own tpu chips.
Oh and don't forget, Google owns 14% of Anthropic.
u/SwingImpressive6742 — 17 hours ago
Why buy AMD when Nvidia exists?
AMD is getting more attention lately, but I still think Nvidia is the clear winner here.
The biggest difference is not just the chips. It is the business.
Jensen is in China doing what he does best: staying close to customers, governments, and major buyers while keeping Nvidia at the center of the semiconductor conversation. Whether every deal gets done or not, Nvidia is still the company everyone wants in the room.
AMD and Nvidia both have the same projected long(er) term growth. Over the next 3 years, they both are projected to grow around 40% revenue CAGR.
Nvidia is the Swiss Army knife of semiconductors. Their chips are not limited to one narrow use case. Customers can use them across gaming, data centers, AI, simulation, visualization, robotics, and enterprise workloads. That flexibility makes Nvidia harder to replace because users are not just buying performance — they are buying optionality.
That matters because customers are not just buying a chip. They are buying reliability, support, compatibility, and an ecosystem that is already deeply embedded.
The valuation gap is what makes this even more interesting. Nvidia trades around 50x earnings, while AMD trades closer to 150x earnings.
So the stronger company, with the deeper ecosystem and more leverage across the semiconductor stack, is trading at roughly one-third of AMD’s earnings multiple while projected to grow revenue at the same CAGR for the next 3 years...
AMD is a great company.
Nvidia still looks like the platform.
u/Outrageous_Solid9668 — 1 day ago
▲ 5 r/GOOG_Stock
GOOG throttle meta compute
how can meta sell compute as a business if they’re renting from Google and were throttled down wtf it’s going on here
u/iuntitledi22 — 18 hours ago
▲ 2 r/GOOG_Stock
Chinese AI models
Heard a lot of hair on fire reporting of late about these cheaper Chinese AI models being a threat to the US built. Just throwing this out there. Just go with the fortune 1000. What company is going to use a Chinese AI model no matter how cheap it considering there is always the chance there is some back door security issue. China is communist and everything is monitored. There is no CIO that is going to allow this. Thoughts?
u/rcvmmvhrv — 1 day ago
▲ 35 r/GOOG_Stock
Who else is feeling good?
Sipping on some coffee on a warm sunny day, GOOG investments are growing and getting rich, in good health, and the future of the technology is gonna be epic.
LFG baby.
u/Key_Category_8531 — 3 days ago
▲ 0 r/GOOG_Stock
Goog retesting AI bump
The vibe has shifted, after the peak of around $400, Goog will likely continue going down despite the recent short bursts up. The primary reason is that Google AI has very low corporate adoption, the winner is now clearly Anthropic. As a result, we will see the entire AI bump retested, probably down to the $160-$200 range. The stock will be supported by the fact that Waymo rollout may lead to increased public exposure nationwide, so this will act as a support for Goog price at around the $160-200 range where it'll likely see a bounce again from that level.
I say this even as somebody who is 10% of my portfolio in Google, cost basis of $150, bought last May. I will certainly not sell, I think Google is fairly valued in the $300ish range. But in the short term the market will see these moves.
The trick with Google, is that since it has so many random projects and side ventures, there's always some chance for it to get latched onto some hype cycle, and that helps the stock price. How successful these side ventures are is entirely a separate matter.
u/Last-Shelter-5880 — 2 days ago
▲ 29 r/GOOG_Stock
GOOG's open model Gemma 4, transitioning to bring frontier models to local devices, no internet connection required
youtu.beu/Key_Category_8531 — 2 days ago
▲ 0 r/GOOG_Stock
Is this the light at the end of the tunnel?
Up 4% today
u/Unlikely-Sea-2089 — 3 days ago
▲ 33 r/GOOG_Stock
GOOG bounces off the 30W moving average after being added to the Dow index today
Chart made on TrendSpider.
u/TrendSpider — 3 days ago
▲ 15 r/GOOG_Stock
GOOG 回调后，我决定出手了。
周五在340位置我入手了 GOOG
现在这个是一个很好的买入机会，这些以后还会有一波上来
AI 投入虽然让市场短期有点担心，但我更看重的是 Google 的核心业务还是很稳，AI 也一直在往商业化走，长期逻辑没有变
我不会去猜最低点，只会在自己觉得值得的位置慢慢买
你们现在会考虑 GOOG 吗？
u/jenu23678 — 4 days ago
▲ 11 r/GOOG_Stock
I might have to stop looking at this subreddit
There's always at least 2-3 really stupid people that are leaving the most brain dead comments on here that make no sense
It gets annoying having to watch such stupid people confidently make statements that are so unlikely to happen and not based in reality
I think it's best to just leave the sub
The amount of confidently stupid people is too much
u/Key_Category_8531 — 3 days ago
▲ 1 r/GOOG_Stock
Si GOOG est mort, alors je ne sais même pas ce que sont les autres !
u/Hug_LesBosons — 3 days ago
▲ 14 r/GOOG_Stock
End of day dump
what is the reason for the end of day dump? Apple and msft had end of day pump
u/iuntitledi22 — 5 days ago
▲ 40 r/GOOG_Stock
Who's excited about the future of GOOG?
We've got:
AI
Self driving cars
Isomorphic labs/AI drug discovery
9% stake in SpaceX, 14% stake in anthropic
Selling cloud compute
Google ads
Youtube
Drone based delivery sector
Calico for anti aging
u/Key_Category_8531 — 5 days ago
▲ 8 r/GOOG_Stock
What's the end goal for Hyperscaler to spend so much CAPEX on AI?
The majority of these companies are monopoly in their business but why are these hyperscalers spending so much money on unproven technology that might not generate expected ROI. It seems most of the money is flowing into semi companies from the mag 7 because of the ai boom. Is their board member not aware that capex is affecting their share price?
They could have grown their revenue through traditional methods like increasing prices on their business, why are they still throwing money into digging hoping it's a gold mine but not a waste mine? What's the end goal of all this spending?
u/CDCVOUCHERHUATAH — 5 days ago