GOOG
Reddit attention is surging
- GOOG −1.71% on the last session vs SPY +0.18%: −1.9 pts of stock-specific move.
- 204 Reddit mentions in the past 24 hours, 72% positive over the week · today's pace is 3.6× its recent daily average.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
What Reddit is saying
I think about this everyday I'm sitting on like 750k between AMZN and GOOG but my tax bill will be pretty high as I bought dec 2016.AI failures might hit their stock but they will be around for the long haulWhile my SPX, AAPL, GOOGL calls are bleeding lmaoYeah, an actual hyperscalar that literally wrote the paper on transformers, with Nobel Prize winning AI... v.s.a "Public benefit" entity of a looniebin full of effective altruist fanatics who think they are creating a digital god with a 10% likelyhood to destroy humanity in 10 years.But we're not releasing it yet, so you're gonna have to take our word for it" ok bud lmaoOf the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation..For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x..But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt..You could almost view it as opposite effe
Top comments, summarized
- MSFT, META, AMZN, NVIDIA are all trading within 5-10% of ATH.
- Goog is not, they are down get butchered because their AI model is top of the line and owning a fair share of Antropic.
- Believe me Google has a fair chance of hitting 400 this year.
- I don't see MSFT, AMZN OR META outpacing ATM.
- The only reason GOOG gets dumped today is because of Algo's, just like MSFT
- I think about this everyday I'm sitting on like 750k between AMZN and GOOG but my tax bill will be pretty high as I bought dec 2016.
- ALGOS GOING FOR MSFT pump and dump, GOOG dump and pump.
- AI failures might hit their stock but they will be around for the long haul
- While my SPX, AAPL, GOOGL calls are bleeding lmao
- Yeah, an actual hyperscalar that literally wrote the paper on transformers, with Nobel Prize winning AI... v.s.a "Public benefit" entity of a looniebin full of effective altruist fanatics who think they are creating a digital god with a 10% likelyhood to destroy humanity in 10 years.
- We can split hairs on potentially better ones, but no one will be able to make a 100% convincing argument on something better for 5-7 years.
- That being said it sounds like you're talking about fun money.
- I like DRAM (you could just buy MU and probably get the same results) and GOOGL.
- They both move at least 3X whatever VOO does daily so it satisfies my horse racing portion of brain.
- But we're not releasing it yet, so you're gonna have to take our word for it" ok bud lmao
- As long as these hyperscalers (AMZN, META, GOOG, and MSFT) are raking in profits from their core business, then NVDA holds the top spot.
- Back then, there were a lot of hopes and dreams that these companies could turn a profit.
- Right now, there's no hope because profits are reported.
- So, for the markets to drop, you'll need to hear META, MSFT, AMZN, and GOOG tell its investors that capex is decreasing.
- Looks like Zuck is just getting started on his version of AI.
- If you want a precision timepiece that costs more than the GDP of a small African nation you go Swiss.
- We took capitalism, sprinkled it with amphetamines and degeneracy, and turned it into a $50 trillion stock market.
- Perhaps you're content with your nice, stable, bond backed pension fund, ticking up at 4-5% per year.
- List your IKEA furniture on Facebook Marketplace or whatever the EU-compliant, privacy friendly equivalent you use is.
- Norway, sink that big, dirty, sovereign wealth fund into NVDA.
- Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation.
- For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x.
- But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt.
- You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their investments in Anthropic and OpenAI, even though they didn't sell yet.
- It's just a matter of keeping proper accounting records.
- Fun fact, the bonkers valuations on Anthropic and OpenAi are where most of the "profit growth" from companies like AMZN, NVDA, and GOOGL have come from over the past year.
- People buy ARCC, PFFA, PFE, O, MAIN or SCHD for dividends.
- People buy GOOG for share price appreciation.
Day by day
| Date | Close | Change | R500 | Mentions | Positive | Upvotes | Voted sentiment |
|---|---|---|---|---|---|---|---|
| Thu Oct 01 | 334.93 | -1.71% | #456 | 201 | 141 | 261 | 6.5 |
| Wed Sep 30 | 340.74 | +1.01% | #39 | 135 | 95 | 196 | 12.5 |
| Tue Sep 29 | 337.32 | -0.54% | #318 | 54 | 37 | 139 | 43.9 |
| Mon Sep 28 | 339.16 | -0.56% | #261 | 47 | 33 | 54 | -7.5 |
| Sun Sep 27 | 6 | 5 | 6 | 2.7 | |||
| Sat Sep 26 | 13 | 12 | 7 | 5.6 | |||
| Fri Sep 25 | 341.08 | +0.61% | #217 | 46 | 37 | 108 | 41.3 |
| Thu Sep 24 | 339.01 | +1.20% | #54 | 88 | 62 | 170 | -55.1 |
| Wed Sep 23 | 334.98 | -3.58% | #480 | 175 | 120 | 243 | -26.4 |
| Tue Sep 22 | 347.41 | -0.99% | #361 | 99 | 68 | 112 | -6.6 |
| Mon Sep 21 | 350.87 | +1.88% | #99 | 13 | 9 | 16 | -3.7 |
| Sun Sep 20 | 5 | 5 | 5 | 1.0 | |||
| Sat Sep 19 | 4 | 4 | 5 | 2.0 | |||
| Fri Sep 18 | 344.41 | +0.21% | #133 | 56 | 36 | 75 | -5.4 |
| Thu Sep 17 | 343.68 | +1.27% | #127 | 10 | 6 | 14 | -4.1 |
| Wed Sep 16 | 339.36 | -0.61% | #249 | 27 | 14 | 36 | -8.5 |
| Tue Sep 15 | 341.43 | -1.24% | #352 | 2 | 2 | 2 | 0.1 |
| Mon Sep 14 | 345.71 | +3.06% | #55 | 17 | 16 | 37 | 15.6 |
| Sun Sep 13 | 1 | 0 | 1 | -0.3 | |||
| Sat Sep 12 | 1 | 1 | 1 | 0.9 | |||
| Fri Sep 11 | 335.45 | +1.53% | #128 | 28 | 23 | 32 | -2.4 |
| Thu Sep 10 | 330.39 | +0.61% | #80 | 5 | 3 | 7 | -1.7 |
| Wed Sep 09 | 328.38 | -2.09% | #403 | 24 | 16 | 34 | -1.2 |
| Tue Sep 08 | 335.38 | +0.02% | #146 | 3 | 2 | 3 | 0.0 |
| Mon Sep 07 | 6 | 5 | 6 | -0.2 | |||
| Sun Sep 06 | 7 | 6 | 8 | 3.3 | |||
| Sat Sep 05 | 1 | 1 | 1 | 0.1 | |||
| Fri Sep 04 | 335.31 | -1.05% | #339 | 5 | 5 | 5 | 2.2 |
| Thu Sep 03 | 338.86 | +1.59% | #122 | 5 | 4 | 5 | 0.7 |
| Wed Sep 02 | 333.56 | +0.53% | #216 | 2 | 2 | 2 | 0.4 |