G
R500今日第 85 名
財報週四 盤後
$39.62
+1.67% 今日 · -2.96% 1W
10月30日 收盤或最新價
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Why I added $15,000 to my RDDT position
That's why it's being punished - time horizon is too long and too uncertain. … Kind of amazing what mega tech and the AI houses are doing - the Chinese as well in their own way.
"In the short run, the market is a voting machine, but in the long run, it is a weighing machine.". Benjamin Graham. Market is voting against RDDT (and GOOG) and I totally get why. But in the long term RDDT (and GOOG) are likely to have the earnings that the market rewards.
1 小時前
Why I added $15,000 to my RDDT position
But I'm not selling now even though 20% on one's biggest position in 17 months is not too bad for a giant company. … I sold my whole position in MSFT instead to help fund more shares in RDDT.
15 小時前
Weekend Discussion Thread for the Weekend of October 31-November 1
holy shit the weekend anxiety is real... watching my kids eat candy while i cant refresh AAPL or GOOGL prices is psychological torture. im literally shaking waiting for monday open because i know its gonna gap down on me again lol.
Rate my port: 310 shares of QQQ, 150 shares of SOXX, 300 shares of GOOG.
19 小時前
This market downturn has nothing to do with AI, and everything to do with oil.
Next they looked at the $200B+ in CapEx this year killing GOOGs cash flow (-$9B in Q3 alone). … All of a sudden GOOG is no longer looking like a cash rich company printing money on ad revenue.
Best F'ng buying opportunity in a while
Bought long term calls for GOOG 300 and META 640 at close on Friday. Easy money IMO. These capex investments, albeit significant, are required at this point. Can't afford NOT to. They continue to print money. They will be just fine long term.
If 1 or both of those companies follow the trend of META, INTC, GOOGL, AMZN, etc, then we could be in for a lot more pain and suffering. … Different subsectors of the market also stand to benefit from different outcomes in the midterm election cycle next week (sentiment wise, at least).
Weekend Discussion Thread for the Weekend of October 31-November 1
OpenAI and Anthropic will both collapse, but they will take most of Mag7 with them. … The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity.
2 天前
Isn't it weird that TSLA stock is detached for the reality for THIS long
It makes no fucking sense other than this, some very rich and powerfull people want to keep Elon rich and powerfull. … I dk man I guess they feel him being the worlds richest man is important for their elite, sex trafficking island, dysotpian surveillannce state, brave new world future they are planning for us all.
GOOG and RDDT, good time to buy?
I'm a semis analyst but I keep models of GOOG and RDDT updated for my PA. GOOG is a strong buy at this price IMO. … But the big scare is that they warned DAU could fall by double digit percentages next quarter.
160k loss on RDDT. THANK YOU SPEZ AND JEN WONG VERY COOL
Like genuinely this is a great discount. … I feel like the only dip I'd be interested in buying right now is GOOG.
Seeing the AI bubble pop in China
*Ai flag ship USA company NVDA down 11% in one month during earnings season, Intel down 30% in one day, ASML down 15% in one month, AVGO down 9% in a month, GOOGL down 19% in one month, consumer staples up 9% in one month*. … *with the highest mortgage rates in 20 years.*. *"Source???"
3 天前
What Are Your Moves Tomorrow, October 29, 2026
Fuck my goddamn life. Of course I go balls deep in google and that shit drops. … And of course I get fucked every earnings season. GOOGL fucked me today.
I thought Microsoft was unstoppable in 2021 when I opened a decent sized position
Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. … I own both btw. Pretty happy with both.
Daily Discussion Thread for October 29, 2026
THIS COMPANY HAS MADE ME LEGIT ANGRY AND DEPRESSED NOW. I LEGIT HATE ANYTHING GOOGLE RELATED. FUCK SUNDAR. FUCK GOOGLE. FUCK THIS FUCKING COMPANY TO HELL AND BACK. IM. SO. FUCKING. DONE.
What Are Your Moves Tomorrow, October 30, 2026
Like I get we are under the most corrupt and dumbest administration ever, but gosh y'all are a bunch of weak handed bitches. … Now, y'all weak handed pussies don't want to buy it at 279.
6 天前
There's gonna be a bloodbath of Neocloud on Monday
I don't get the risk reward profile of investing in Coreweave and other neo clouds when you can invest in proper hyperscalers like Meta, GOOG, AMZN at reasonable multiples. … AMZN is trading below 20 times and is the clear leader in cloud.
Daily Discussion Thread for October 26, 2026
BREAKING: THIS YEARS HOTTEST HALLOWEEN COSTUME? A GOOGLE BAGHOLDER. SCARY AS SHIT!
Do we Agree on GOOGL?
I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. … I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here.
S&P Stagnation And Other Recession Indicators.
GOOGL has never recovered from its dilution and AMZN has been trading at a sharp discount against its P/E in large part because they also went negative FCF. … MSFT on the other hand has been the stock of choice amongst the hyperscalers for the past few months as they are the singular one still positive FCF.