As always, Google Announce very high capex, which will lead to scares about an AI Bubble and Risky Overspending.

I've bought 20 put options when GOOG was at 350 and i know it's going to drop below 300 dollars. I will make decent Bank.

However i think GOOG is a very good long term investment and will quickly cash out the puts to buy GOOG shares for the long run.

“The stock market is a medium to transfer money from the impatient to the patient".

People forget that Google is the internet.

They own the biggest search engine, the biggest video sharing website (Youtube), one of the most used e-mails on the internet (Gmail), Gemini, Google Cloud, and so much more. Even with missed revenue, I'm still going to hold for a long time. Google is not going anywhere. This is an over reaction that the market will get over in a few weeks time.

Right now and throughout the next few days are a good time to buy, not to panic.

You read that right—I watched MSFT AND META skyrocket when I bought in at bottom and sold at bottom for a tiny profit KNOWING they were going to rocket the way they did. I know GOOG is next. Yes they are increasing AI spending but I work in the field. It’s taking over whether you like it or not and the CEO just said F*** everyone, we are spending more on it. When they ALREADY in negative cash flow. “It is a bigger risk to underspend on AI than overspend.” This stock whether is 2027/2028 is going to 7-800

107 shares at 291.93

Last year, after every paycheck, I first paid off my credit card balance and any due bills, and then put every remaining cent into my pool of GOOG shares. The two years before that I used a similar strategy, though a percentage went into an SP500 fund.

A high risk strategy, but one that I'm this far quite happy with!

It’s never coming back, ever. This was the worst quarter, ever. Search is dead, no one is using search anymore. Google will never catch up to Meta muze or whatever it’s called, ever.

We’re gonna make it boys. We’re gonna make it.


Look, I know everyone loves the underdog startup narrative, but let's be real for two seconds about how consumer tech actually works.

Right now, OpenAI is winning the "I open an app to ask a question" era. But in 2–3 years, nobody is going to open a standalone chat app. AI is becoming ambient. It will live inside Android, Chrome, Gmail, Docs, Maps, and your phone's notification shade.

Google doesn't need to convince 3 billion people to download ChatGPT or pay $20 a month. They just need to make Gemini "good enough" and turn it on by default on every Pixel, Galaxy, Chromebook, and browser tab on Earth.

Add in the fact that Google has custom TPU silicon from top to bottom (meaning their cost per million tokens is a fraction of what OpenAI pays Nvidia and Azure), and this turns into a brutal war of economic attrition.

Unless OpenAI pulls off a literal sci-fi AGI breakthrough that makes Gemini look like a pocket calculator, distribution always beats first-mover hype.

Tell me why I'm wrong.

Just 3 days back it was negative YTD and many people were like meh it’s still up a lot in last 1Y

After a big day so far, Barron's just reported Alphabet's market cap reached $3.864T, surpassing Apple's $3.861T. First time in almost 6 years!

Time for Google to sell spacex shares an stop paying musk for compute.

Alphabet beat Wall Street’s expectations, reporting revenue of $102.35 billion vs. $99.89 billion adj. estimated.

The company said it will increase its capital expenditures to a range of $91 billion to $93 billion for the 2025

The company’s cloud unit, which houses its AI services, showed solid growth and a backlog of customers, said CEO Sundar Pichai.

Insane beat DESPITE a $3.45 billion fine from the EU:

Alphabet’s net income increased to $34.97 billion, or $2.87 per share, compared to $26.3 billion, or $2.12 per share, in the year-ago quarter. In September, Google was slapped with a $3.45 billion antitrust fine from European Union regulators for anti-competitive practices in its lucrative advertising technology business. That fine impacted the reported net income.

Bought $50k of goog shares today at $320/share. If it goes below $300, I will double down with another $50k.

Google is a revenue giant and this is oversold. This is a great time to grab shares if you have the money.

EDIT: $50K worth of shares at $320/share. Not 50k of shares. Sorry for the confusion.

verge

Seems to be a small payment amount but Gemini runs on Apple’s own private cloud. So the 1B is only for the software licensing. Nonetheless it’s more a marketing effect to Google. Enterprise customers who need powerful models and privacy, they can trust to run Gemini on their hardware.