GOOG
Communication ServicesBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- Current panic over OpenAI taking over search is an overreaction similar to the 2022 META situation. ↗
- Could be the new 'picks and shovels' play in AI as capital shifts away from NVDA due to valuation concerns. ↗
- Considered an 'intelligent stock' well-positioned for the AI and AGI future. ↗
- Author is buying GOOG call options. ↗
- Explicitly listed by the author as a core AI stock to buy on dips. ↗
- Expected to benefit from Trump's pro-AI policies and upcoming meetings with AI leaders. ↗
Bear case
0 stances- Market fears Google is falling behind and OpenAI will take over search. ↗
- The premise that GOOG owns SpaceX is completely false. ↗
- Lacks any substantive fundamental analysis. ↗
- The preferred stock lacks downside protection if the common stock price drops significantly. ↗
- Massive equity raise of over $85 billion could dilute existing common shareholders. ↗
- Selling naked puts exposes the seller to substantial losses if GOOG's price drops significantly. ↗
Credible voices
Catalysts · themes
Community split
Related narratives
High-quality DD posts
r/stocksInvestor asks how Cloudflare's proposed Class C stock split will affect holdings, comparing it to Alphabet's dual-class structure.
r/valueinvestingThe author argues ADBE is a textbook value buy despite AI fears, comparing current sentiment to past overreactions on META and GOOG.
Author argues ADBE is a value stock but warns of AI risks, emphasizing diversified portfolios over concentrated single-stock bets.
Discussion on whether the AI 'picks and shovels' investment thesis is shifting from NVDA to GOOG due to current valuations.
Author argues AI bubble and market crashes are irrelevant as AGI will create a post-scarcity society where money and stocks cease to exist.
r/wallstreetbets
Buying GOOG calls based on the false premise that Alphabet owns SpaceX.
Author thinks Trump is intentionally crashing the market to buy AI stocks at a discount, viewing the sell-off as manipulation.
The author suggests it is a great buying opportunity for NVDA, META, and GOOG.
Sarcastic post mocking bears by highlighting Google's massive cash, profits, and market dominance despite a $40 drop.
Alphabet issued $19B in convertible preferred stock yielding 6.25% to fund massive AI capex, offering high income with equity upside but lacking downside protection.
OpenAI files for IPO at $852B valuation, overcoming Elon Musk's lawsuit and creating a massive windfall for Microsoft.
WSB user hyperbolically claims GOOG Class C shares are 'free money' in a typical meme-style YOLO post.
User claims GOOG Class C shares are undervalued 'free money' despite admitting to poor financial literacy.
Author debates buying AAPL calls for WWDC hype vs GOOG calls due to Apple's reliance on Google's AI.
Q1 2026 13F data shows value funds heavily favor Alphabet, Berkshire, Microsoft, and wide-moat compounders like Visa and Moody's.
r/optionsThe author asks for opinions on selling naked GOOG Dec 2028 $280 puts to collect $3200 premium, with a breakeven of $248.
r/investingAuthor must sell $10k of stocks (SPY, QQQI, MU, AMZN, RKLB, GOOG) for medical bills, asking which to sell to minimize lost upside.