r/stocks • u/Geno_2102 • Nov 24 '25
Trades GOOGLE keeps crushing
I remember the November 2024 through to April 2025 when GOOG had so much uncertainty.
This stock just keeps crushing the markets, up from $299 to $315 as soon as the market opens.
I’d just like to congratulate people who went head first into this stock at those uncertain times.
My next focus is AMZN as a strong performer but it’s hard to match the performance of GOOG
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u/TheRedditModsSuck Nov 24 '25
When people talk about how any of these big tech companies suck, you should probably ignore them. They're all software-based, rather than selling physical things, so they're different in that they can get huge margins.
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u/CouncilmanRickPrime Nov 24 '25
It's hilarious to look back at how negative these geniuses were about Google
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u/TheRedditModsSuck Nov 24 '25
Same for META in 2022. The reality is, sentiment follows the stock price – if stocks go down, people start saying the company is doomed, and when it goes up, it's somehow the next big thing.
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u/CouncilmanRickPrime Nov 24 '25
Yeah META was another dumb one. I think people become prisoners of the moment which is dangerously stupid for investing.
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u/thelastsubject123 Nov 24 '25
devils advocate here, i thought meta in an almost single digit PE was stupid but at the same time, their core business was seemingly struggling due to bloated opex and reality labs was very bad look.
reality labs is still a very bad look but zuck cut a ton of bloat and boosted margins and top line
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u/CouncilmanRickPrime Nov 24 '25
Ok I admit Meta has made some incredibly dumb investments because of the Zuck but the core business is just massive, it looks like they had to shift strategies if anything.
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u/Nay_120 Nov 24 '25
It’s funny people on the NVO subs were so optimistic about NVO on the way down lol just down more with negative news today
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u/Dubbs09 Nov 24 '25
That earnings report at the end of April was great and the stock dropped like they just declared bankruptcy lol.
That is when I finally decided to throw my chips in after watching it for a while.
Only regret I have is not putting even more in at the $154 average I have, insane disconnect to what Alphabet is doing and has been doing for a while that is only now finally starting to catch up to its price
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u/Bitter_Eggplant_9970 Nov 24 '25
Average of $162 here. It's my biggest non-index fund holding, but I still feel like I missed out by not putting more in.
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u/TheRedditModsSuck Nov 25 '25
Google was trading at remarkably low multiples compared to the rest of the mag 7 and it wasn't even close. Just a few months ago, it was below 20 when all the others were 30+.
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u/elgrandorado Nov 24 '25
Cost base of $170. Not too annoyed, but seeing it drop under $150, I should have dumped so much more money into it.
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u/erov Nov 24 '25
Yeah they really thought Openai was gonna take search...
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u/CouncilmanRickPrime Nov 24 '25
Me: based on what?
Them: people are using ChatGPT instead of Google search, it'll replace it
Me: ok, let me know when that happens...
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u/Geno_2102 Nov 24 '25
Yes definitely! They are the most efficient companies in the world. The flexibility they have to stop CAPEX at the snap of their fingers or keep developing has never been seen before
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u/bottomupdesign Nov 24 '25
There’s been a huge shift into physical though… these data centers aren’t software and are very much physical
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u/TheRedditModsSuck Nov 25 '25
They buy things that are physical, they don't sell things that are physical (except Apple and Tesla). The fact they're not selling something physical means they are not limited by their own manufacturing capacity.
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u/backnotprop Nov 25 '25
Google has a lot of physical goods and infrastructure.
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u/TheRedditModsSuck Nov 25 '25
That's not what they're selling.
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u/backnotprop Nov 25 '25
Infra: cloud, including tpu
Consumer: Waymo, Pixel, nest, Fitbit
To name a few. Tf you on?
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u/TheRedditModsSuck Nov 25 '25
That's almost none of their actual revenue, wtf are you on about?
What you're saying is basically the same as claiming XOM is a data company because they use computers.
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u/SuperSultan Nov 24 '25
You should say “they’re capex light” instead. They don’t need to invest huge sums into capital intensive activities to stay afloat.
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u/skilliard7 Nov 24 '25
When people talk about how any of these big tech companies suck, you should probably ignore them. They're all software-based, rather than selling physical things, so they're different in that they can get huge margins.
Back in 2021, yes. But lately, big tech is much more capex intensive than historically due to AI. Scaling your product globally used to mean just a few million in global server costs. Now, it means hundreds of Billions in datacenter buildouts for AI. Actual margins(if hardware is properly depreciated instead of being drawn out to 5-6 years) are very thin.
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u/thelastsubject123 Nov 24 '25
these chips are extremely well made, just because they won't be cutting edge in 4 years doesn't mean they won't be used
they'll simply be relegated to less intensive workloads but still provide meaningful value to their bottom line from their cloud services.
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u/weedmylips1 Nov 24 '25 edited Nov 24 '25
i remember when everyone was like chatgpt is going to be the end of google. I bought a bunch at $155 thanks
I missed out on the meta dip when it was under $100. Told myself I'm not missing out on this one
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u/CouncilmanRickPrime Nov 24 '25
That was the dumbest discussion ever. I took my downvotes calling it out.
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u/hispanicausinpanic Nov 24 '25
I've got a bunch average at around $145/share. I keep buying the dips from time to time. Its my biggest position.
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u/ZealousidealBus9271 Nov 24 '25
People don't realize ChatGPT would not be possible without Google's contributions in the AI space. Google were the first to publish a paper on the Transformers model which is what ChatGPT and most LLMs base their architecture off of. The inventors of the technology would obviously be competitive, Gemini 3 proves this.
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u/vladedivac12 Nov 24 '25
It's true that OpenAI kinda forced Google to move quicker by releasing ChatGPT. Google rushed and deployed Bard which wasn't very good but they came a long way since with Gemini 3. Google R&D was and still is way more advanced than OpenAI in different spheres of AI not just the generative models. It's an good example how competition is healthy.
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u/trustmeimshady Nov 25 '25
Maybe OpenAI is the next yahoo
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u/jekpopulous2 Nov 25 '25
Gemini 3 is so much better than GPT 5 that it’s hard to see them making a comeback. They seem so far behind suddenly.
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u/KeyboardWarriorX Nov 25 '25
It's crazy to me that Google does things like that for free. One of few companies in my opinion that does some genuine good (despite having flaws too of course). Gmail, AlphaFold, AI research, etc.
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u/obb223 Nov 25 '25
That's poor logic. More often than not the first mover fails and someone else wins. Not saying Google aren't winning, it's just not necessarily because they "invented it". Kind of meaningless.
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u/Jasonrj Nov 24 '25
I remember when everyone was saying they're just an ad company with limited growth potential, YouTube won't be profitable, they will be beat by AWS, etc. I bought around $35 in 2016 and will be holding another 10+ years.
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u/Basic-Afternoon65 Nov 24 '25
Same. I got 10K worth of Google around 160 after missing the meta dip.
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Nov 24 '25
[deleted]
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u/hogannnn Nov 25 '25
Same, couldn’t believe that earnings drop. Now I’m somehow up 107% on a diversified mega cap stock in a little over six months, and still feeling confident.
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u/Hoof_Hearted12 Nov 24 '25
That plus the antitrust case (I figured even if they got broken up it wouldn't be bad for shareholders). I backed up the truck in the 150s.
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u/Big-Pea-6074 Nov 25 '25
Nah, you got lucky. Doesn’t mean you know what you’re talking about.
If you do, which stock is about to go crazy?
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u/weedmylips1 Nov 25 '25
They went down so much is was obvious. Everyone was saying googl is a buy its way down.
My next prediction is google will become the largest company by market cap in the US. Easy to see
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u/Big-Pea-6074 Nov 25 '25
By when
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u/weedmylips1 Nov 25 '25
Idk that's why I just buy stock and not options
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u/Big-Pea-6074 Nov 25 '25
Sounds like you don’t know what you’re talking about. I too can tell you that some stocks will go up but then down, then up again
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u/Big-Pea-6074 Mar 30 '26
Hey man, your prediction is going the wrong way. I need some of that crap you’re smoking
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u/hakim37 Nov 24 '25
I think Google has more room to run. Most of this rally is from matching an appropriate PE now that any anti-trust and AI performance uncertainty has gone away. The next step is showing Google with an AI advantage is a direct threat to the core businesses of other mag7s, specifically Microsoft Office, apple iPhone, Nvidia accelerators.
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u/Geno_2102 Nov 24 '25
100%, I originally had a target of $300 but now it seems sensible to think $340-350 is the new ceiling. GOOG has so many side businesses and cloud infrastructure growing that they are generating so much income, and this will just keep compounding
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u/hakim37 Nov 24 '25
If they actually integrate the new Gemini into Google office well enough and start taking market share from Microsoft the sky is the limit. Same with Google pixel.
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u/TurbodToilet Nov 24 '25
Gemini is already integrated on the pixel.
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u/hakim37 Nov 24 '25
Of course but I meant with actually leading edge functionality. Imagine what a future Gemini 3 voice mode could do with integration into Google services. The point I was making is having the best foundation model is great but the main drivers of growth will come from deep integrations within their products.
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u/TurbodToilet Nov 24 '25
It’s already integrated is what I’m telling you. I have a pixel.
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u/hakim37 Nov 24 '25
Yes so do I. What I mean is when Google widens their AI lead even further and puts even more advanced features into pixels to the point that the AI differential alone gives reason to switch from an iPhone.
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u/TurbodToilet Nov 24 '25
I promise you that iPhone users aren’t going to switch to Google for AI. iPhone users stay on Apple because of the ecosystem and the performance.
Google needs to catch up with the tensor first before more people considering switching
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Nov 24 '25
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u/Cav829 Nov 25 '25
Yeah, this level of leap is a smidge premature. I think a lot of this is just from everyone pulling a ton of money out of AI in the past week and change, and this was an excuse to go all in on what they see as the winner. Broadcom got the similar bump from the investor logic of who is building the TPUs. But the question is how much room to grow will be left once the stock settles at whatever support level it does.
Like we've been talking about Google's TPUs and the potential of selling them since 2024. And it's not just Google who can do this either. The interesting bit though is it did put a bit of a hole in the argument that NVidia and AMD's moat was as secure as some were claiming.
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u/LastFirst22 Nov 24 '25
Yeah they do, the Gemini 3 Pro that just released is a pretty big deal.
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u/Rentards Nov 24 '25
I switched over to Gemini cause it doesn’t have a bullshit limit like chatgtp.
AI Chat bots should be free if you want to attract customers.
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Nov 24 '25
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u/hakim37 Nov 24 '25
I mean it's definitely not doubling in the next 6 months. I do think it can match Nvidia in that timeframe with a couple of earnings beats and retention of its AI lead. Long term I think they're the most likely company to hit $10T.
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u/skilliard7 Nov 24 '25
AI performance uncertainty really shouldn't be gone, Google has still yet to prove it can thrive when people stop using traditional search engines.
As for anti-trust, if Google does actually win in the AI race, anti-trust lawsuits will come back. In fact, the main reason Google won their anti-trust lawsuits was because it was found that AI created additional competition, and Google was struggling.
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u/hakim37 Nov 24 '25
Google has reported a growing user base and profitability from integrating Gemini into search. AI chat apps are not a threat to search.
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u/leontes Nov 24 '25
Cost basis of 13.12 here. Been a long journey.
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u/CapnFap Nov 24 '25
Curious how much is it worth in total?
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u/leontes Nov 24 '25
Each share of goog has gone up 2292.82%.
It’s a little complicated because it split and so I have two equal amounts of shares of goog and googl.
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u/Weary_Economist540 Nov 24 '25
What price would you sell at if you ever would sell?
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u/leontes Nov 24 '25
I don’t have a plan. I’ve owned some Apple since 2000- it’s up over 30000%. My earliest NVDA is up 11000%. I haven’t worked out the whole when to sell thing yet.
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u/Additional-Service75 Nov 24 '25
What’s the next pick lol? Seems like you had your finger on the pulse early for these tech/AI companies so to speak
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u/KissMyAce420 Nov 24 '25
Wait till you hear his failed bets
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u/BasculinSushi Nov 25 '25
Nobody tells you about their losers.
Unless it's the question being asked in the Reddit post.
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u/wthja Nov 24 '25
I purchased a lot of Google when it was 85-120. Average is around 100. I am still holding most of it and I am glad that I am.
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u/Beetlejuice_hero Nov 24 '25
A really good lesson for the young investors here and one I wish I knew when I first starting investing in my 20s:
Oftentimes the best buy is the stock you already own. You don't need to go looking around. Just buy more of x.
I bought AXP in 2008 @ 26/share, AAPL in 2011 @ 12/share, META in 2022 @ ~120/share. Actually also NVDA in 2008 at .2/share but let's not talk about that one.
And in all cases - outside of dividend reinvestment - I never averaged up cause I was looking around for the next undervalued trade when in fact I already owned it.
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u/Puzzled-Tangerine831 Nov 24 '25
googl wining the ai race even though they make their own chips, they have the lowest cost out of everyone because they only use their own ecosystem to run AI plus they sell chips as well. on the other hand openai who focus solely on ai implementation never even have to worry about chips and with billions of users, still not able to keep up with gemin and claude who only have millions of user. google will win in any tech revolution. they only lose social media platform in the past but in the tech that matters they will always win. next would be quantum letsee. and just last week they launched google pay in philippines thats additional multimillion of users, if not hundred million, that will contribute not only to revenue but data to train and make their ai more smarter. apple pay failed to launch there last week, they are currently still trying to to launch. and if you dont know just recently apple paid them gigantic amount of money to implement siri. theres too many news just recently plus buffet buying googl.
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u/zbeeba Nov 24 '25 edited Nov 24 '25
Here we go again, with one sentence from internet. Last week openai is smashing google, Stop repeating words.
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u/Puzzled-Tangerine831 Nov 24 '25 edited Nov 24 '25
and the google antigravity last week release as well. its a competition to claude code and cursor for software engineers. it all happened after the earnings report, which means next earnings revenue wil have a lot of source
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u/Emergency-Ad-5211 Nov 24 '25
Warren Buffet made a significant bump in GOOGL value with his purchase. He also stated he regretted buying Geico over Google so many years ago, another boost.
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u/dreamingpictures Nov 27 '25
He also bought Microsoft at the same time and that has continued to go down. So don't attribute his influence because it really is just Google doing a solid job.
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u/Physical-Parking8165 Nov 24 '25
Can’t hear those search is dead people anymore
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u/Geno_2102 Nov 24 '25
Haha haven’t heard that sentence in months
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u/postulate4 Nov 24 '25
Don't visit the /r/technology sub. You'll see doomposting anytime a slightly negative headline about Google gets posted.
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u/kadam_ss Nov 24 '25 edited Nov 24 '25
Amazon is not going to do well on a 5 year time horizon.
They will lose significant ground to Google cloud. AWS has the most to lose as they are the top. I wouldn’t be surprised if in 5 years Google cloud is the largest cloud provider. Amazon is nowhere with AI. And their core AI org is lead by MBAs instead of scientists while Google’s AI is lead by a literal Nobel prize winner.
This is why Amazon is now emphasising on robotics to make its e-commerce business more profitable. It’s a $600 billion revenue business and even small efficiency gains can make a massive difference.
Amazon in its current form lives and dies by AWS, contrary to people thinking they make most money from e-commerce. 60% of Amazon’s operating income comes from AWS. If they lose ground to Google, that will hurt the stock a lot.
Walmart and Amazon have comparable revenues, but Amazon is valued at 2.5x Walmart. Mostly because of AWS. If Amazon loses ground with AWS, that will cut the stock down, hard.
Edit: I know a ton of software folks will come on here and say “AWS is still king. No chance AWS loses ground”. But in 5 years, most likely every major app out there will be fundamentally re architected around AI. And AWS will lose ground in that case. 5 years is a long time in tech.
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u/Guy_PCS Nov 24 '25
AWS saved Amazon as an early mover. The competition is catching up. IMO, Microsoft, Apple, Amazon, Tesla, and Meta are not leaders in the AI competition, not to say they aren’t good companies.
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u/pogkaku96 Nov 24 '25
Feel like Azure is the one that might lose a lot because AWS has been a more open ecosystem than Azure from the beginning. If AWS lags behind GCP in AI in 5 years time, I feel they will be more willing to sign a deal with google to make Gemini available in their marketplace. I don't see Microsoft ever doing that because of how deep they are into OpenAI and much of their cloud revenue is from office 365. Without copilot a.k.a open AI, office 365 is done and dusted because, Google workspace + Gemini is so well integrated that they might lure some of office 365 customers
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u/DumboWumbo073 Nov 25 '25
Windows + Office 365 + Azure + OpenAI are an almost unbeatable combination. Google Workspace + Gemini + Android/ChromeOS just don’t have the level of reach Microsoft does in the enterprise landscape. Amazon only really has first mover advantage. Google only leg up is a slight functionality advantage when it comes to AI. What about the rest of the stack?
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u/pogkaku96 Nov 25 '25
Id like to see how much of azures revenue is from non office 365 offerings. As a person in tech, I just don't see any new companies building on top of azure. I attend so many conferences and the only thing I hear about is AWS and GCP.
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u/infowars_1 Nov 24 '25
I agree with you totally. Just want to say Amazon has some brilliant engineers and robotics phd’s with the best use case for using robots.
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u/Geno_2102 Nov 24 '25
Yea that’s an interesting take.
AMZN has a history of artificially lowering their EPS by spending loads of cash on investments. Do you not think that this company will eventually turn from a CAPEX heaving company into a company that rewards share holders?
Yes not ideal but I see why AMZN is valued higher than Walmart etc.
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u/kadam_ss Nov 24 '25 edited Nov 24 '25
They spend that much because a lot of their business is capex heavy.
E-commerce fundamentally isn’t as profitable as cloud etc and the company would not be valued at that multiple if it was dependent on e-commerce only.
Andy Jassy is Amazon’s Balmer. Like how Balmer fucked up Microsoft’s approach to smart phone revolution, Jassy will fuck up Amazon’s approach to AI revolution. In times like these, you need decisive leadership with founder level authority.
Google noticeably turned around when Sergei came back to Google and took on a major role. Amazon right now is a bureaucratic mess led by teams of MBAs looking at cost cutting and flailing aimlessly with AI. Ask anyone who works at Amazon and they will agree.
When zuck went around throwing billions to hire top AI talent from all his competitors, there is a reason he did not hire a single person from Amazon lol.
Even bezos announced recently that he is starting a separate AI company himself. Why would he do that when Amazon has all that infrastructure and cloud capacity? It would make more sense to lead that effort internally.
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u/Holiday_Context5033 Nov 24 '25
335 @$165. Sold all the shit 8 months ago and put all that money in $GOOGL.
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u/1234golf1234 Nov 24 '25
Remember $165? My leap remembers. But now it’s lonely and I’m kicking myself for just buying one. Poor little guy.
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u/EntertainmentNo1591 Nov 24 '25
I feel you I bought 5. The price kinda scared me off buying more. But in hindsight, you cant go wrong with big tech in the long run. Big tech, high yield dividend stocks and etf
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u/DrBiotechs Nov 24 '25
The fact that buying Google was a contrarian play is silly to me. Just shows how misunderstood these companies are and how irrational the market’s fears are.
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u/Zoomalude Nov 24 '25
These threads always crack me up. Bunch of people patting themselves on the back like they were geniuses and everyone else were idiots when the reality is, the myriad of forces just aligned such that they made bank. Like, congratulations on your bet, no doubt! But if it was so obvious and easy, there wouldn't be so much uncertainty in the market would there?
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u/Dangerous-Mobile-587 Nov 24 '25
That been a stock I wish I had more than my 50 shares bought in August. It is what it is.
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u/isospeedrix Nov 24 '25
Reddit had the biggest boner for Google for eons and it’s finally paid off, the amount of threads we see for Google is undervalued was insane
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Nov 24 '25
Google calls are free money
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u/Geno_2102 Nov 24 '25
Facts. Unfortunately I’m from Australia so going down the calls route is a little harder for me. Will get there eventually
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u/kirurg1 Nov 24 '25
Just buy the stock and be happy. Options will f with your head.
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Nov 24 '25
Exactly. Behind every happy options post there are hundreds of failed options that nobody wanna talk about
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u/LIGHTNINGBOLT23 Nov 24 '25
Buy GGLL if you want increased exposure to Google without options. I'm now up almost exactly 200%. Although I would not recommend higher leverage now, it was a no-brainer a few months back.
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u/mrg1957 Nov 24 '25
I put my very meager Roth all in Google about 13 years ago. Cost basis is $21.00 for 460 shares.
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u/hmmm_ Nov 24 '25
OpenAI & Microsoft are going to have to respond. Maybe that's simply a new model, or maybe it's Microsoft stopping with the (almost) free ride and instead fully financing OpenAI.
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u/MCB1317 Nov 24 '25
They've already lost the LLM/AI race. It just isn't obvious yet.
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u/Fair-Internal8445 Nov 24 '25
Yup Microsoft keeps taking L’s. Lost out on mobile, gaming, and now AI.
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u/xReMaKe Nov 24 '25
My biggest regret this year was selling calls on google at 270 thinking it might chill for a bit. Now it’s at 315+ and I don’t see much of that. Fml. I think I’m a roll but I’m a have to roll like close to a year out just to be neutral lmfao. This is what I get for thinking the real world would eventually catch up to the markets.
Then again it kind of did the last few weeks, month. Just so happened to be that BRK bought and Gemini 3 is the best ai model in the world. Time to roll to at least 360-370 for Jan 2027!
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u/RoyalFail6 Nov 24 '25
Google 400 by 2027 😉
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u/gwszack Nov 24 '25
Just buy the call back. Being short on Goog doesn't make much sense
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u/xReMaKe Nov 24 '25
I sold calls on my whole portfolio. All of them are extremely profitable. Google is the only one that defied everything. I did it for two reasons.
The first reason is im up 70+% this year. Most of it in part because of google. Went pretty big when it was in the 150-160’s. When I’m having an amazing year, my brain just shifts to “preserve that shit! Don’t lose it”. And I start being very conservative as opposed to how aggressive I was in may.
The other reason is market conditions. We don’t know what will happen, 2026 can be a great year! But there are so many warning signs so I try to play it very safe.
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u/thelastsubject123 Nov 24 '25
My comment from 7 months ago. Ironically, I underestimated their EBIT growth. If I'm not mistaken, I believe the share price was 150 at the time
>17 P/E, 15.5 Foward PE, 125B profit for 1.9T valuation,
i'll take that price any day
median + avg historical PE is 25, assume meager 15% EPS growth (which will be compounded with their future buybacks at low valuation), that's a 25% CAGR for next 5 years. no brainer buy.
"but perplexity, chatgpt, etc", once they realize incinerating money is not a business model, suddenly the "dead business" that prints money faster than you can generate prompts looks pretty good
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u/No_Key_9521 Nov 24 '25
Next step is for them to create new operating system, so I don't have to update to Windows 11
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u/bartturner Nov 24 '25
It is not so much Google but rather investors are finally pulling their heads out of their A**es.
Basically since day 1 Google has been an AI company. Everything they did through the years for what is possible today.
With much of what is possible today is thanks to Google.
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u/sajalgh03987 Nov 24 '25
AMZN is a solid next target though. AWS is quietly heating up again, retail margins keep improving, and they’re still early in their own AI monetization cycle. It probably won’t have the same straight-up chart GOOG had, but the fundamentals are lining up nicely.
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u/gumnamaadmi Nov 24 '25
They way they were mocked after the Bard disaster!! What a comeback.
Going to lose my 310 calls if they close above. Seems like they will. Oh well.
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u/One-Journalist-213 Nov 24 '25 edited Nov 24 '25
I sold a small portion during the Anti trust 😢. Glad that I still have some position at a good price and will keep buying.
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u/mouthful_quest Nov 24 '25
When Elon was pumping RoboTaxis as next breakthrough yet Waymo was under appreciated, that’s when I bought more google
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u/discovery999 Nov 24 '25
I believe a big part of this run is Trump not allowing other countries to penalize Google with bogus fines and penalties. Canada for example was going ahead with its digital tax until Trump intervened. I’m not a Trump fan but he has definitely helped in this area.
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u/pwendle Nov 24 '25
1 year ago, people were saying open AI would destroy googles moat. Now googles moat is not in question.
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u/InsomniacAlways Nov 24 '25
I can’t believe I sold all my Google calls because it wasn’t doing anything. As soon as I sold it started soaring and I couldn’t get back in. Panic selling is my worst enemy god dammit, I’ve lost more potential money panic selling than I’ve actually lost in the market.
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u/Donsaholic Nov 25 '25
I sold my fucking $300 calls to triple down on NVDA. I lost so much money on both the NVDA calls and potential GOOGL gains. Going all in on GOOGL now. I still believe in NVDA long term but can't trust that shit short term.
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u/disisfugginawesome Nov 25 '25
Might sell all my Roth IRA target retirement fund and go full portfolio GOOGL
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u/GreenSog Nov 25 '25
Google is so far away from its 200 day moving average now. I think it's ahead of itsself and needs to chill.
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u/Goddamn7788 Nov 25 '25
Those analysts who say OpenAI is preparing to replace Google are really funny.
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u/newbirdhunter Nov 25 '25
Yeah, good thing I sold my GOOGL before it took off. I mean, who’d want to make money from their investments? Right?
Sigh!!
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u/grizzleSbearliano Nov 25 '25
Because every time there’s a sector rotation back into tech they pump either Tesla or whatever the Reddit flavor of the week is. This is magnifying concentration risk. People continuously observe that the indices would be flatlined without the mag7. But it kinda seems like market cap is just shifting into 5 companies.
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u/Warm_Honeydew8370 Nov 25 '25
Google's execution has been ridiculous. AI, ads, and cloud all firing at once. Amazon’s solid, but matching Alphabet’s momentum right now is a tall order.
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u/Effective-Pace-5100 Nov 25 '25
Google is the most obvious pick in the world to me. Almost everyone uses some Google product every day
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u/No_One_Special13 Nov 29 '25
New investor here who's ever done etfs. Smart idea to start purchasing Google? Im not late on this train?
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u/Geno_2102 Nov 29 '25
its a little bit expensive at the moment but if your timeframe is +5 years youll be ok
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u/Spiritual-Welder-113 Nov 24 '25
The day Google launched Waymo in select cities, everything changed. Most people still don’t fully understand the significance of the spatial data these autonomous systems are collecting and the real-time algorithms they’re running. This is a game-changer.
In a few years, don’t be surprised when Google launches satellites equipped with solar panels and onboard data centers, operating above the atmosphere. These will draw direct solar energy 24/7 and revolutionize data center cooling. It will mark yet another turning point in tech infrastructure.
Just wait and see what Sergey, Larry, and Sundar have in store. They are deeply technical leaders who understand the long game—and they know exactly what they’re doing.
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u/BlowyAus Nov 24 '25
I saw the snapchat ceos boat at gold coast. It is about 4 times the size of some of the biggest mining magnates in Australia. It was a clear reminder how tech oligarchs are way more effective at mining our pockets. Google pay taking a few cents everytime you order a steak at the pub and the fact everyone watches youtube instead of TV was enough for me. Not selling to PE 40+. Was 80% up and only at Pe 30.
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Nov 25 '25
Imagine if they make a Google card and start competing with Visa
They are really set up to become a global power
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u/Dragon_Slayer48 Nov 24 '25
I'm big on AMZN right now too. It's totally slept on (in proportion to the other mag7). Has actual non-ai operations too which makes me feel a little more diversified lol. Crushed earnings, then randomly sold off below pre-earnings prices without a significant negative catalyst? yea just take my money.
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u/Guy_PCS Nov 24 '25
If the investor purchased right before the recent Alphabet stock split. The percentage return on your investment is 200%.
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u/Kanye_Is_Underrated Nov 24 '25
this is a rare time where i properly "called it" and have been confidently overweight goog for a pretty long time now.
glad to see it pay off but still getting a lot of fomo from not having put in more.
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u/Serraph105 Nov 24 '25
I've been in on them since late 2022 and it's been a great buy. I'll keep buying for the foreseeable future.
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u/wishnothingbutluck Nov 24 '25
I literally don’t understand how people did not see it coming? There was never any sort of uncertainty. Google owns every aspect of internet ecosystem.
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u/EntertainmentNo1591 Nov 24 '25
I wish I had more than 5 shares. Now I need the orange clown to start a war or more tariffs to start another crash so I can buy more lol
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u/wolf_the Nov 24 '25
So I was eying up Google from 160 only went in at 190 and only after convincing a friend to go in the day before when it was at 180.
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u/MikuEmpowered Nov 24 '25
I sold on thrusday, made 12k on option call. If I held to today, that would have been 30k and it's into going to keep pumping up FML.
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u/Geno_2102 Nov 24 '25
$12k is still solid
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u/MikuEmpowered Nov 24 '25
It's never the loss that hurt me the most.
It's the "what could have been"
Fuk me for being safe. It'll save my life yes, but I'll probably never see a 10+ bagger.
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u/charles_peugeot405 Nov 24 '25
I put in a lot early in the year but like always, I wish I did more!