Redditのwallstreetbets(WSB)でやり取りされているコメントの最新1000件を掲載しています。スレッド毎には分けておらず、WSBで投下されているコメントを一気に抽出しているため、コメント毎に話題の中心になっている内容は異なります。とりあえずRedditのWSBの雰囲気を感じ取りたいという方は下記リストでも十分かと思います。
1時間に1回更新しています。
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| Basically doubling capex over quarters.\n\nI guess all in snakeoil and other gas turbines. |
| ask the koreans |
| "I'm a TSLA bull"\n\nlmao get fucked |
| Because they only crushed it. Not good enough. |
| Love when people downvote factual information lol |
| Alphabet had great earnings. |
| I have TSLA puts expiring Friday. 🤞🤞🤞 |
| GOOGL BEATS , TIME TO DUMP |
| What evidence? |
| cant, i'm in the same boat (~100k) just dont have a purrty screenshot |
| why not both? |
| What time is the Google conf call? need to listen in and see if I keep or sell my share😤😤😤 |
| his unpopularity is impacting him\n\nhttps://preview.redd.it/gf74m05kcueh1.jpeg?width=1024&format=pjpg&auto=webp&s=3e4c6b688d4a4e315c8764e51be59f54698a1e08 |
| no I still appreciate your opinion. I think I'll trim a LOT tmw, and not get too greedy. what price might be a good price to trim? any thoughts? |
| isn't the CAPEX already out? Capex: $44.92B vs \~$44.15B (basically in line). \n \nwhat is everybody waiting for? |
| I think he/it just read the headline and not the actual article. Reddit crushed YOY last quarter and is now questioning if $60M is worth the deal |
| Oh my god he actually said that 🤣 |
| The real earnings question is will the market continue to willingly go along with the Elmo scam and pump the stock after the earnings call when he spouts all kinds of autistic bullshit that analysts can use to plausibly pump TSLA. |
| The C word: capex |
| I bought it as a lotto. Didn’t go deep. But Elon would probably come up with some stupid shit |
| #I predicted Tesla would go bankrupt LMAO🤌 |
| .. so it will die? LMAO |
| Beat EPS by 3x and still be flat 💔✌️ |
| Did Google beat? |
| Because everyone, their in laws, et al, are using Anthropic models which they report indirectly. Plus Anthropic buys Google cloud capacity |
| investors are ***worried*** |
| i full ported googl wish me luck |
| "The answer to the pitfalls of capitalism MUST be corrected by governance, never with more capitalism!" - autistic regards that hate the king of capitalism |
| i guess the er matched investor expectations to a t |
| It was never going to be google that blinked first. It's going to be meta. They already burned a metric fuckton on the metaverse and they don't have an established cloud business to rent out assets if this goes tits up\n\nThey're gonna start renting out, but they have to execute a cloud business and they don't have long term clients who are vendor-locked in. If prices drop, they're the most exposed |
| Did Google say the n word or something? The fuck? |
| I'm over in Austin and the gigafactory is expanding with way more cybertrucks and vehicles. Saw a Cybercab the other day btw. Wouldn't surprise me if Elon surprises people on the call it's on schedule to come out later this year.\n\n |
| But how? |
| Is Goog earning bullish or bullshit for memory stock |
| Sharon Astyk posted on Facebook about a number of Kuwaiti desalination plants being offline, either perma-wrecked or "closed for repairs". 4 out of 7 inoperable, supposedly. However, official sources seem to only back up one being offline for longer than the "assessing damages" phase. |
| I got out my heart couldn't handle |
| The revenue runway they're building will payoff in time |
| Anyone still buying TSLA is dumb, this shit is dead money till early next year. Elon needs TSLA to not breakout before SpaceX buys early next year so TSLA will only go down or be flat till then. SpaceX is the one you want to buy and hold now |
| Garbage |
| He can obviously time the market. Why arent we all just like him? Are we stupid? |
| Love how IBM dumped today in expectation of earnings we already knew about then pumped an equal amount on reported earnings we already knew about. |
| My bad guys. I bought calls. |
| Same |
| You weren’t supposed to see that bro, the chat was moving so fast |
| Jersey Mike's IPO, anyone requesting shares? |
| Capex higher than expected (and those expectations were already at ‘fuck tons of money’)\n\nHuge chunk of profit was return on equity securities. Unrealized gains |
| Tesla doesn’t work, spacex buy all their cars. \nX doesnt work, no worry, spacex buys it.\n\nSpaceX is the mega bag holder. |
| whatever makes you feel better bro |
| Next quarter higher. Apple uses gemini and will add users in |
| FUCK YEAH GOOGLE TO 0 BABY PRINT FOR ME |
| Attention world: Dump TSLA and buy almost anything. The liquidity is appreciated. Fuck your attention and matter. |
| Two birds one stone for MM’s goog \nER |
| SUNDAR should start the call to Janice STFU imho 📟📟👼 |
| what even is a search engine |
| Tesla can do whatever Google can’t do shit I think nothing matters in a vibes market |
| Oooh and goog can’t quite hold the gains!! |
| First time? |
| Please |
| Uhh the yeah uhm full self yknow uhm what the\n..uh thee thing is, so we have been yknow uhm so drive of it all, and its actually very interesting that uhhh |
| Why are semis up after hours. I thought NOW earnings should bring the semis down. |
| The MMs don’t want AI spend anymore |
| Not even just good news, literally the best earnings beat all year by a wide margin |
| Ah yes flat to fuck everyone 😐 |
| All these dumbasses overlevered waiting for some earnings call that won’t save them. Sorry fellas, it’s not coming home |
| Prayed for those days \n\n\nhttps://preview.redd.it/8brlyfdecueh1.jpeg?width=1179&format=pjpg&auto=webp&s=6ed5ba79d3fff79a53494ab8a179b533e70c59bc |
| NOW gonna lose all earnings gains by tomorrow |
| I did and sold at 215 |
| Theta wins!! |
| GOOG double beat (my cawk) |
| CAPEX $800M over estimate but it’s ok because we just need to wait for the same $800M to come back from OA/Anthropic/xAI and then stonk go uppy |
| Oh well fuck since you said it’s not junk I guess that makes up for <points at mountain of junk evidence>. |
| maybe they announce a spacex takeover... feels like the only way we win |
| Alright Warren, you don't need to really "squeeze", just flex your bicep and to sleep he goes. |
| Excluding China which is currently banned in the US. What competition again? Lucid may be going bankrupt. Rivian is nice but small volume. The legacy guys just majorly back peddled on their EV's. Didn't Tesla just report 25% increase in deliveries? |
| Ford |
| Looks like most of goog beat was their spacex shares. |
| hes gonna pump tf out of the stock on the call, dude is always on coke for these calls |
| LOL. Elon fanboys here to set the record straight in 5, 4…. |
| at what price are you selling/trimming ur positions?? |
| Smell my finger! |
| The buyback is a drop in the bucket - and why would they need to do it anyway if the story for demand hasn't changed? Shouldn't that be money reinvested into aggressive R&D and such for the inevitable competition between hardware producers? Instead of money spent juicing the stock? |
| No it’s a dying company |
| # Holy shit this market is so stupid. At least with the Korean market if it goes one way it fucking flies in that direction |
| Volkswagen\n\nIykyk |
| Massive open interest on $65 put on $NOW expiring this week. How stupid are you? |
| Everyone out of money for buys lmao |
| Why is oracle up 1% and Googl break even? Stfu oracle. |
| Imagine buying SpaceX at $220. There's def dweebs in here that did. 😂😂😂 |
| You're missing a decimal point at 400 |
| Actually u might be right 120 is a big support for 5y chart |
| negative free cash flow |
| I sort of love the way the cybertruck looks honestly 🤷♂️ |
| Google in a battle of good vs evil |
| Moonshot INC |
| every time i think market cant get any gayer, it does something even more gay |
| sundar's doordash side hustle |
| Are there numbers for capex? |
| A whole day sweating just to end up break even. Fml |
| I forgot that NOW's CEO looks like a mob boss. |
| My quant tells me there’s still a chance |
| Houston, we have crashed on tranquility base🫠🫠🫠 |
| market is worried about capex as if no profitable company ever spent money to actually gain a future advantage. |
| Okay guys. Capex raise and Good are bullish. But do not expect crazy numbers tomorrow. Have reasonable expectations and expect the unexpected. |
| Google has no fucking idea what it’s trying to do…\n\nCan’t fucking wait for tomorrow no matter how it shakes out. |
| Cancelled a GOOG 295P order today, because... no way. |
| Environment down, portfolio up 🗣️📈 |
| Bruh you are on point. It should be above 400 I say 420 but you know bankers hedgies are way of line with the short selling thingy they learned |
| Did you read the article? It's Reddit who is questioning renewal, but it also sounds like they may be playing hardball |
| When tesla beat earnings anyway.... |
| Good earnings goog. The question is if google is going to outperform next and next earnings. I dont think so. Is this the peak of this company mid term? |
| may i🤤 |
| Cant wait for teslas earnings call for Elon to use 58 syllables to say 3 words |
| idk about rich, but maybe down 4k instead of 14k |
| Seriously, when is the last time we saw a Mag7 blow away the implied move in either direction? |
| Yeah we are living through depression but not living in a depression. Very distinct and different. |
| By doing exactly what was predicted? Never let them know ur next move |
| One day I was out walking my dog, and my dog jumped in this bush and he's eating something so I pull his ass out and look at what he's eating and there's a piece of pie on the ground, in the bush. No fucking clue how it got there.\n\nThat was 7 years ago. \n\nTo this day every single time we walk by the magic pie bush my dog has to check it because he thinks there's gonna be pie there.\n\nBut just because there was pie there once doesn't mean every time he goes to a bush it's going to have pie in it. |
| they gotta merge and divest the car biz |
| Should I buy Goog rn? |
| On the call. Nothing in documents posted yet. |
| Jesus Christ, we know. |
| Goog flat like a damped oscillating spring |
| The best move like always was not to play at all. |
| You could have a 1000% beat and it wont budge cause I bought **LMAO** 🤌 |
| Don't quote me on this but TXN could still rip |
| Can somebody do the math on GOOG earnings: How much would the EPS decrease if we back out the marketable and non-marketable securities increases? |
| The music is blaring and the drinks are pouring. The bubble continues. 📈🎉🥳🎊 |
| I KNEW IT!!! |
| how about you service deez nuts bud |
| why the fuck is we flat, cloud rev is up 82% that means ai isnt just a complete money sink |
| I feel bad for people who own GOOG. That report was insane but it got sent to Hades regardless |
| Goog conference call in 3 min. |
| no |
| Massive amounts of speculation or speculative things like subprime mortgage lending, internet start-ups, overvalued equities and the first time automated trading hit and unregulated margin trading, will always result in the same thing. |
| its at the same EXACT price it was at OPEN\n\nthe stock didn't move for one day, holy shit you dopamine fried ADHD options traders are not human, |
| Ok literally how is google red i don't get it |
| I bet TSLA is spending its capex on SpaceX / xAI |
| <Morgan Freeman pointing up in agreement> |
| TSLA L + bad earnings + put/call ratio'd + my tits bounce when I walk\n\nGOOGL gonna keep tickling my butterfly spreads while you window lickers bitch about theta |
| FUCK |
| Whats happening to google? Wtf good news and its dead? |
| If GOOG doesn’t pump with a near 10 EPS I dunno what to do anymore |
| GOOGATRON hero of the Bag7 |
| First 26 moves after earnings always fake |
| spacex just taking a beating |
| Sorry bulls, as a fellow bull myself, we’re losing the narrative. Feel like a bull on a cliff rn lmao. |
| GOOGL will attract new whales tomorrow. It's fucking pumping to valhalla this week, babyy |
| That's just me donating |
| High capex, negative fcf, eps increase mostly from unrealized anthropic gains, who tf knows |
| Yep. But cloud revenue was through the roof, so capex concerns should be somewhat muted. Game on. |
| Someone smarter than me explain why Google is dumping after beating earnings by 3x |
| Plus Wendy's dumpsters have wheels anyway. |
| Fucking GOOGL dropping minutes before the call. FUCK YOU |
| wow! it's ..... flat |
| Too busy tweeting stupid bullshit about Christopher Nolan’s casting choices to worry about his companies |
| TSLA about to recover to flat |
| Either lol \n\nYou gonna be rich my man |
| Hear me out - autonomous taxies on Mars |
| Wtf are these weak ass moves from googl??\n\nAbsolutely massacred earnings estimates. Sundar most successful Indian in the world. And it's barely green??!\n\nThis must mean the market is fucked. It might be joever yall. |
| Great numbers Mr Google\n\nHere enjoy this spike, but now back to our regularly scheduled programming. |
| Lol IBM |
| No - not yet. More earnings to come... |
| Those are pretty good results yet the stock is flat |
| It’s turning back negative again… |
| Oh dang wth how can they even consider that towards EPS? |
| I’m gay |
| Jersey Mikes IPO finna rip, their subs are bomb |
| Already had some sand dick in the port 👌 |
| On their search engine lol |
| Nice, congrats! |
| What date did they take the Spacky valuation? |
| *2012 |
| 1200 by Friday is possible. LMAO |
| lol TSLA what |
| *GOOGL not you too. Damn it man.*\n\n*TXN calls = rekt*\n\n*GOOGL calls = vaporized*\n\n*TSLA calls = fukt bigly.* |
| Cheers! Looking good! |
| Friday bruh will be above 130 ish. Short interest is huge on this one. |
| *This "pivot." Is it in the room with us now?*\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| So when is Reddit gonna announce a pivot to an AI company. |
| its just equity gain, we dont care about a one time gain when the free cash flow is negative |
| Is the DRAM scare over? |
| Goog only goes up when it loses a lawsuit |
| hope you locked in gains, this is going up |
| Fuck your puts, fuck your calls. Theta's got you by the balls. |
| ServiceNow im gonna\n\n# CUM |
| Can you warn us next time? |
| Why only at eoy why not now? |
| Google tesla ded |
| look at their cash flow. they're gonna have to take on 50y debt to buy hardware that's gonna be out of date in 4years. |
| It’s deserved |
| They’ll move eventually |
| I would like to donate my drinking water for the day to the nearest datacenter |
| exactly, from a shares standpoint it's just committing to future revenue and a competitive advantage. |
| imagine where we would be if NOW didnt get hammered today lmao great earnings |
| can confirm |
| The chronically online are primarily living thru depression |
| LEAKED: GOOG Capex by 300B for 2027 , GG |
| The street is well aware |
| ah. okay. thank you for explaining that. |
| Why are you talking like this is something that's going to happen when it's been happening for the last month? |
| "Capex ramped alongside the growth: Alphabet spent $44.9B on property and equipment in the quarter, up from $22.4B a year ago" |
| Elon is getting high as fcuk before he starts spewing random lies thru his gums. |
| SARANGHAE FROM BOLS |
| isn't the number already out? |
| Yes, 10x my port pls |
| So calls on Rddt it is. |
| Surprised soxx isn't pumping on this capex news. Double surprised that google is flat-up. |
| How? If they increase capex people will think it’s crazy and risky and if they cut capex people will think ai bubble is bursting |
| flaccid ahh earnings pp |
| Oracle is the real upside play on MAG7 earnings. |
| Does anyone else think high-beta AI stocks until 2028 and then move to Google and MSFT are the move? |
| By then the market will have priced it in. If not short, LEAP puts through mid 2028. |
| The pedophile? |
| 😤 |
| $99 billion “other income” lol |
| Maybe next quarter Tesla will go negative EPS. |
| All in with Nutella 🤤 |
| They're simply the best company in the world |
| so what’s the consensus on GOOG Capex, or is it being discussed later today? |
| MU to 2000$, too, right ? |
| Mannnnnn somebody wake the fucking Koreans WE GOT PAMPIN TO DO |
| Yes |
| Unfortunately for many our Korean friends none of them see Atlas-3 leaving. |
| Bill McDermott keeps the glasses on when he fucks, 100% |
| “Some” is putting it lightly |
| congrats to NOW bagholders who are now back to the same price the stock was ^(\*checks notes\*) ..... at **open** |
| 25 forward growing revenue 20% is cheap. |
| Some of y'all spent too much time and energy on FAPEX. Stop it, get some help. |
| where? here or in a new post? |
| So what does that mean for the end result for everyone not invested now? |
| better, show us the full port or gtfo |
| he'll nah this is cheating |
| MU is allowed to buy back shares at EOY so I'd recommend shorting at your own risk. |
| SPY 760 open |
| googl will so fking fly tmrw |
| GOOG ER better be entertaining |
| I had a feeling they had some kind of plan |
| As much as I like winning, I love this for tesler |
| Memory bulls eating tomorrow. Boutta sell out for 100% gain |
| Holy semi pump |
| Maybe it is so perfectly priced that it isn't moving |
| I had a CT loaner and it drove very well. Definitely not junk. |
| Sadpepe.jpg |
| The market is still overvalued and highly optimistic, TSLA’s value should be halved after such figures |
| My lil bro says he fucked his hot therapist to this day I think he’s full of shit |
| SPY opening at $755 |
| the call is in 5 |
| Aaaand I call this play, the IV crush |
| Banbet retard |
| Feels like this market wants to crash really bad, just imagine if Google had a shitty ER.. |
| Tesla 😂😂😂😂 |
| Jesus Google capex was higher than an already inflated expectation. |
| They were smart to leak the shit news early, well played |
| anthropic |
| At least it’s not dumping. |
| Only thing Tesla does well is FSD. Use it everyday to get to work. It’s great |
| I’m amazed it didn’t immediately fall 10%\n\n🍌s |
| $GOOGL is opening at 400 or above tomorrow. These numbers are insane and the stock is still a paltry 8% up YTD. Can easily see a 15% up move tonight. |
| A |
| hold strong brother. those calls will print come tomorrow |
| Googl only beat eps by 200% due to SpaceX gain on holdings, it's business beat wasnt that big |
| Thread moving so fast nobody will ever know I like a finger in the pooper |
| its over |
| And I did all of that with the money I sold my intel shares for, with a loss instead of the profit I could’ve taken before |
| i think googl missing search expectations by 0.0001% might cause a overreaction, buckle up |
| *the gang gets institutionalized*🎶 |
| Well deserved felon muskerfucker\n\nJust 340 dollars more to go down for a fair valuation\n\nI hate that dipshit to the bones |
| Just buy ai infra and spx calls. In 3 days they’ll figure out Google is supposed to be at $400 and everything will be okay. |
| Ban bet it |
| Government credits were keeping them afloat. Those have ended so the real business is being exposed. |
| Feels like GOOGL should be $360+ rn, wtaf is this market reaction⁉️\n\nThat print was mind numbing |
| people are trading in teslas for toyotas\n\nlmao |
| I want to get this on a sweater for my grandma |
| googl deez nuts |
| why isnt spacex the new cult target |
| It’s gonna be MSFT that flinches first IMO. |
| Can't we TACO a war or something to make S&P go to 8000 already |
| So you’re telling me calls? |
| $9.11 EPS yea this shit is $400 tomorrow at 9:32 |
| the EPS beat confused some regards here |
| Yep, why innovate when you can plagiarize, subsidize, and win on volume? |
| A lot of you are going to learn what "priced to perfection" implies for a stonk |
| Bro but the memes |
| *TSLA stockholders be like...."We fukt maybe someone will make a buy out offer?"*\n\n*Spacetard SPCX holders be like "We'll trade you 3.5 shares of rocket man for every one of your fugly electric truck shares."* |
| $15T valuation in 2069 |
| $115.26! Woo! |
| Waiting for call 🤙 earnings |
| You bought? |
| smells like CAPEX in here |
| Look at your trading history, really absorb the plays you made and why you did them. Carry that mindset forward as you continue trading. When you place your order, before you commit, pull an uno reverse on yourself. Now you should be holding the other side of the trade, you can profit instead of losing. |
| Almost time for the ceo to come out and start saying anything to help pump their stock |
| No one I know owns a car because we all moved to the sewers |
| Fuck palantir button ⬇️ |
| What do you mean 350 PE is a perfectly good price for a company that has self driving cars on Mars |
| Better than expected on all fronts. Even AI cloud profits. Street was expecting 33% to 35%. They posted cloud profits of 35.5%. |
| 100 PUT $AAPL $325 0DTE @ Open |
| Google open at 400 tomorrow mark my word. |
| Nobody here knows what PE is, let alone forward PE. |
| Tell me you made banks |
| Just realized SPCX is worth more than TSLA. Insane. |
| The market stopped being rational long ago |
| Should’ve bought more NOW I’m a pussy |
| I should start an "inverse reality" ETF. |
| Genuinely. Tesla could lose 47 trillion in one quarter but then Elon would post some bullshit about grok powered robots and the stock would go up 10% |
| Sorry ber no bubble poppy today |
| Yeah |
| I love that a lot of earning calls are done on YT, GOOG is the shit |
| Should you buy GOOG or GOOGL? |
| Google raising capex, gyna cheaps chips soon not too bueno |
| Call it Kim kardashian |
| Buffet will buy Goog when it goes back to 380 |
| Bound to continue as well with inflation being as high as it is. |
| exactly and I've been sleeping like a baby not losing money like a lot of you regards on here celebrating your loss porn like you just got an Olympic medal 😉 |
| Well I can't act on it anyway market is closed. Though watching these earnings charts might become a guilty pleasure. It's like staring at a dumpsterfire, for some reason you keep watching it |
| It’s like how the memory sector crashed when Mu announced amazing earnings, its all naked shorting done by MMs and hedge funds, no actual person sells when they have good news like that, if you invest in a company you don’t run away and sell everything the second you have confirmation of your thesis |
| Post the gains tomorrow big dawg |
| Overpriced and competition coming in hot, cyber truck is junk and looks like a garbage can.... |
| Overpriced |
| Elon taking L after L |
| Why TE? |
| Where can I find it? |
| I don't like to make generalizations, but if you own a Cybertruck, there's a near-100% chance you're an asshole. |
| Bought 20 shares of google, mistake? |
| Short is worth only when capex is decreased |
| Flat. Given earnings volatility less than 2 percent in either direction really is noise |
| Thinking increased capex guidance or nah? |
| That was my gut feeling too. |
| Why is google not doing shit |
| sold off my RGTI calls. Something smells fishy about googl and TSLA earnings ...\n\n \nthey're gonna drag the entire tech market down as soon as the word "CAPEX" is uttered |
| Well the no shirt for woman is ok now I think |
| # BTFD |
| Countless 3 digit portfolio retards in here who only just learned what capex is today. And they are giving running commentary. fuck you |
| Sold of margin in increments until i was margin free around may I think it was. By june I had 10 percent cash, beginning of this month I started dipping into margin again, probably using 30% of my available margin at the moment |
| nice gratz all who got in before earnings, now we print... |
| Double edged sword 🫤 |
| EARNINGS AINT WHAT THEY USED TO BE |
| The Great Muppet Caper, he loves a good heist |
| Yea whats the issue then? |
| Because fuck you |
| Yes. Agreed. Please see my comment above. |
| Pinching my nipples and yelling gooooglyeeeewooohoooo |
| I wish I was one of those good gamblers that their mum is proud of. |
| It’s their anthropic paper gains based on the recent rerate. They still smoked cloud numbers and that was all they needed |
| wtf is googl doing?\n\n |
| Google is flat because people are waiting to hear their capex spend for the next 12 months. |
| how do I tell me wife I've goog dysfunction |
| Tsla gearing up to be acquired. |
| time to buy cava shares and nbis /msft leaps if they go down, thoughts? |
| its at the same EXACT price it was at OPEN \n\nits down over 50 percent in the past year\n\nare you really that retarded? |
| Some people are saying SaaS is going to make a cumback. |
| Holy balls brother. I think that $7k is my worst day so far. I only keep 25k or so in the account so that limits my losses 🤣 I think that down 7K was a similar to yours, averaging down into the goddamn ground |
| Re-invert the yield curve |
| Capex doubled. Bullish for semis |
| Burry me with my GOOG calls 😔 |
| TSLA should be down way more and GOOG should be up way more |
| Read the last sentence of my post lol |
| Google earnings are actually insane even without the Anthropic gains |
| Pretty sure puts and calls lol |
| I haven't seen an earnings sheet as purposefully confusing as Tesla's |
| Yesterday's high is nuclear? |
| The closer we get to November, the more corrupt tickers are going to drop. |
| Listen TSLA has a low, low forward PE of 167.03. That means your great, great, great grandchildren will finally be able to recoup the value of your TSLA shares if you invest today! |
| SPCX retards! LMAOO |
| Holy shit google just casually beating the revenue record |
| THANK YOUU FINALLY MY 14k LOSSES ARE SHRINKING WE ARE SO BACK |
| Anthropic investment. Spacex investment |
| Definitely 0 manipulation whatsoever |
| WITH THESE EARNINGS WHY WOULD THEY NOT RAISE CAPEX |
| I did the same with micron 🙂 |
| If NOW and IBM end flat, total theta gangbang |
| Well said. You’re right.\n\nLayoffs sadly helped too. Also they’d have made a killing on profit margins, so the EPS pumped hard even with low sales. |
| The whole country has held off on infrastructure in general for decades. Look at how basic everything is, and now inflation is through the roof\n\nthis is stagflation now, there will be no growth |
| SAAS has bottomed!!!! Service me Now!! |
| look again... |
| erectile dysfunction |
| Goog hit all the stops, now it dunps |
| theta to say fuck you to every regard with options |
| did you guys buy above 100???? |
| they deadass hammered NOW so that it can go to where it opened after earnings this is rigged |
| Better find some cap gains... |
| Why? |
| But if they lower capex it kills the AI trade. |
| Weakass market. Call diddy. |
| 🫡 |
| Hmmm...now where do you suppose Google is going to put all that money? |
| Cmon GOOG, announce a pullback in capex and fuck everyone up |
| Ah thanks that makes sense |
| hope TSLA is shorted to hell\n\nand take PLTR with you just cause |
| Rip my tsla 410c |
| Yes (mine too) |
| SAW THAT COMING, GOOGL FLAT TO FUCK EVERYONE |
| It’s a joke.. like you’ve got meta and oracle lighting money on fire. TSLA selling space pipe dreams and robots they can’t deliver. And Googl just living behind Wendy’s printing billions every quarter. \n\nDump the whole thing or rerate Goog ffs. |
| Hard to believe. Outside of niches like image/video gen, they really are behind even the Chinese models at this point, while being pretty expensive. |
| Which was already priced in. Yet that’s challenging for some to understand? |
| If anyone needs regard advice I’m here for you, bought google at the top, sold it at the bottom, bought ibm at the top, sold it at the bottom again🫡 |
| With 7,000 those kids weren’t going to go to a good college anyhow 😂 |
| MSFT ORCL mooning tomorrow |
| 🤣 |
| Did service now really even beat earnings if their even on the day |
| Stake in spacex i imagine |
| Yikes Google hasn’t even dumped any of that $40B ATM yet lmao |
| GOOG smashes.\n\n35.5% cloud profit margin. 61% higher than last year. AI is profitable.\nBeat cloud revenue expectations by 7%.\nBeat overall revenue expectations. \nOverall operating profit higher by 200bp.\n\nPlus Anthropic profits.\n\n\n |
| Anyone retiring tonight? |
| I just realized “no shirt no shoes no service” started out as an explicitly anti-hippie thing lol |
| So when is GOOG reporting earnings |
| U mean back to trading the same price it opened at? |
| To what? |
| This after hours movement is some bullshit. If the market is still open like this, let me the fuck in. |
| You losing money on goog options right now was already priced in. |
| The cyclops was so well executed, hope he does more work with puppetry. |
| GOOGL beats EPS by 217% and it’s flat…lmfao alright |
| hell yeah, back to where it opened today. insane pump!! |
| chips barely moved with that capex guidance fahk |
| Believe it or not, GOOG going sub $300 very soon |
| What up txn? |
| if TSLA goes green, I will eat my shoes |
| What is there to be grateful for |
| Pay attention to that capex for GOOG. If anything would kill the great earnings it’s that. |
| !banbet GOOG 420 69d |
| Color-coding is kino. GJ king |
| How are those GOOG numbers even possible? |
| My IRA is right at flat for the last 10 months, aside from what I put in. |
| PICK A DIRECTION ALREADY WE BOL OR BER |
| If google cloud did 84% then AWS gonna go crazy next week |
| beat + raised guidance. You're good fam. |
| Why are they making so much money? |
| Die TSLA you POS |
| my goog calls cooked? 😭 |
| do you guys like double capex |
| Excited for the market to get back to doing anything tomorrow. |
| Dog, I hit up MUU. Made $1700 in seconds. I'm eatin good tonight! |
| Flat |
| They will never top this |
| I bought NBIS on 400% margin at 226 today and was sweating bullets when it closed at 218.\n\nThank you Google! 🙏🥹 |
| Netflix dropping 50 percent per year lmao |
| Yes |
| Most of the beat comes from their stake in anthropic stake which is unrealised, inaccessible paper money. According to claude if you remove Anthropic's latest valuation figure from their EPS(normalizing to operational revenu) they actually missed by 1 cent |
| Ah who cares then |
| That's typical. "Never trust the first move" |
| unrealized paper gains on their Anthropic investment flows through Other Income for accounting purposes. no impact on cashflow or operating revenues |
| ServiceNOW going nuclear |
| The classic Chinese hustle. |
| the amount of salt on NOW is hilarious are we the must ungrateful share holders on earth? |
| Beats everything. No pump. The market aint marketing |
| Okay but why the fuck is CRM popping |
| Sorry guys Im long Googl |
| isn't it out alr\n\n? |
| Nope i have goog calls but also fuck semis and memory that sector is regarded |
| These green candles keep melting into red ones |
| Who the fuck knows |
| 2 in the pink (NOW, IBM) one in the stink (TSLA) |
| CaPex |
| watch TSLA recover the entire dip before after hours closes |
| Red in 45 mins |
| EPS beat chud son or FCF drop thot daughter? |
| There's no way FCF can stay dead with hyperscalers for this long IMO.\n\nI think it's acting as a canary for hardware prices; the unsustainability of this kind of CAPEX pretty much necessitates the hardware bubble bursts at some point.\n\nShort SOXX and DRAM near the end of year IMO. |
| Lol first time trading? |
| And now your time is up and my time is now |
| Hahahah googl options fuked. Aint no way its gonna go pump now. |
| How’s it going with that whole Tesla Robot Restaurant thing? That made a lot of money I’m guessing? |
| Don’t worry it’s back down. Wait for forward guidance |
| This after hours is so drunk |
| Tards are creaming over now that is still below yesterday's close. 🙃 |
| With these earnings GOOG is in value stock territory. |
| Jup. Software getting fkd left and right. While a shit stock like Tesla barely moves on a huge miss. |
| Capex up or down ? |
| I've got a feeling MSFT earnings report next week will be the start of hyperscalers downscaling CAPEX. They have made strong push for starting to incorporate cheaper and smaller Chinese models, plus their own and Mistral's. |
| Earnings flatter than your mommas ass… |
| Bers always lose |
| Googl really did that and market barely reacted? Like bruh wtf do mm want? Google to cure aids? |
| Tessler price should be cut in half |
| So, Google beats expected eps by like 3x, and isn't pumping? Bruh |
| They are the de facto winner of this whole cycle imo(for the mag at least) and somehow there is confusion about pricing the stock accordingly… look at the fucking cloud revenue 👀 |
| Bingo |
| capex higher than expected, also still waiting for the earnings call itself |
| Gemini gaining traction. Strong execution |
| I'm sorry an EPS beat that big with no after hours pump is bearish as fuck |
| we need to wait until 4.30 |
| Frack your calls AND your puts 😂 |
| Institutional players know this and have been milking them relentlessly for exit liquidity. The question is when the retail capital runs out. |
| Market's closed |
| Big money big spend |
| Mmm there is some fuckery afoot |
| Thank you for your money |
| oracle is bastard man, so naturally 145 eow |
| those robots will have Full Sucking Deployment by Q3 2026. So Optimus will give you roadhead while you're in a cybertaxi. \n\nIt's just math bro. |
| What will Christopher Nolan do next? My money is on a puppeteering revival. |
| Goog is allergic to green |
| Good for Semis |
| Heard on Bloomberg 0DTE doesn’t affect market at all anymore. They love the extra liquidity |
| GOOGL earnings out? |
| Tesler is hot garbage |
| He's forklift certified he'll be alright |
| Hookers and blow. At least I'd gain some cool stories. |
| GOOG will open flat tomorrow and end flat tomorrow, fucking everybody with options. |
| US informs Israel that attacks will intensify in the coming days with the use of heavy bombers. Source - Israel Times |
| Lmao all these big earnings tonight and NOW is the one pumping 😂😩 |
| Is there any way to estimate the value of options after earnings? I'm curious about GOOG puts & calls. |
| It’s honestly amazing how bears think. Stock goes down $0.45 and they get so cocky. Get pissed on |
| We don’t know yet |
| Holy shit service now up so much that they’re only down 1% for the day! |
| This aged well. Congrats OP. erviceNow beats high end of guidance across all Q2 2026 topline growth and profitability metrics, raises full year subscription revenues outlook |
| About $6 of GOOGL 9$ EPS is unrealized gains on their Anthropic holdings. Unrealized, which means nothing but paper gains right now. |
| Thanks bro |
| My time is NOW |
| When should they start to build? |
| Guy what is with Google capex? |
| Yeah it's all shares, all in tech. Partly GOOG. Probably smarter to just hold. |
| They only gave me enough shares to make it like 1% of my portfolio. So who cares if it goes up or down. |
| Yep. Model Y is still basically the Camry in terms of success. It’s a great product. Not a multi trillion dollar product but a great product nonetheless. |
| Cuz market is at stupid high valuation |
| lets go $now, almost back at the price it was a few hours ago |
| Sure but, we aren't taking morality we are talking money. He's got all sorts of fucked up beliefs. |
| Now mooning |
| What the Goog doing |
| Free Cash Flow is negative. It's -5855 compared to previous quarter at +10116. |
| SPCX + Tessler merger talks intensify now 🤣 🤡 |
| Company puts billions into something that doesn’t turn a profit.\n\nDoesn’t take a genius to figure out that’s not a good idea |
| China Inc scaled all of TSLA's products (EV, batteries, creepy robots, and dangerous self driving), took share, and killed its margins.\n\nAnd now they are launching reusable rockets and have better ai models 🚀 🚀 🚀 |
| another dogshit day and nothingburger earnings |
| Fucking Google |
| BULLISH SEMI CLOUD MARGIN INCREASED SIGNIFICANTLY FOR GOOGL CLOUD LMAO |
| stock beats earnings, drops 5%. market working as intended. |
| Make up your mind google. Do you want to moon or not |
| There is always a reverse split |
| so in the earnings call? |
| Market barely moves anymore. Port full of red yet I'm seeing screw the bears. Uh when the market barely moves everyday and its all bots trading back and forth. Ya this ship is going down the gutter this year. |
| Don't use margin. |
| Imagine dilution |
| wild sheet |
| ServiceNow beats high end of guidance across all Q2 2026 topline growth and profitability metrics, raises full year subscription revenues outlook. Eat this u fing bears I hate u so much |
| Why did everyone think earnings were gonna suck anyway |
| Lot of whales dumping and will be back soon. Free calls |
| Even NOW mooning |
| Like today? Like today!!!! |
| damn, you are shorting semi and memory i assume. fuck your puts |
| Ok, interesting take, but it will go down specifically for another reason - the IPO only unlocked 5% of the shares. More and more shares will be unlocked at different points for the rest of this year. \n\nso, you will probably be right, but for a much more simple reason. |
| who actually owns TSLA anymore anyway |
| Semis should be rolling green from now on. |
| Damn right |
| I knew NOW would blast off on this earnings simply because 🥭 holds a shit ton of it |
| Wait, you use... |
| No ragrets |
| still red! |
| Glad I only have goog shares. They want to kill options for a few days. |
| Looks like options obliteration gay ass market |
| Tesla has a massive miss wow\n\nCrazy it’s not down -10% or more |
| How the fuck do you make 30 cents in profit and still be priced at $370??? \n\nOh sorry, I forgot about the millions of robotaxis and humanoid robots, my bad |
| Servicenow flat for the day is hilarious |
| Someone explain to me why there is selling pressure when googl beat earnings by a ton |
| Regards, regards everywhere |
| At least throw the cash in sgov to earn some passive yield |
| Learned my lesson with earnings last year. Got wrecked while the company was surpassing analysts |
| TSLA just dropped a seaming pile on SPCX doorstep... \n\nhttps://preview.redd.it/t869usewaueh1.jpeg?width=569&format=pjpg&auto=webp&s=4d1e02950b64f36b11575d575b9344d54fba5029\n\n |
| Call starts in 10 minutes. Numbers are decent. Anything can happen from here |
| It's funny how these YouTube people are mad for this tesla earnings lmao |
| NOW isn't even back to yesterday's open. BFD. |
| MU said sike we want uppies |
| LOL Google is a value Trap, Buffet was regarded to buy it |
| still flat on the day and down on the week LMAO |
| Damn right |
| What's google's EPS? |
| glad they killed NOW today so the earnings beat just brings it back to near flat, what a fucking joke |
| bers forked |
| Bought a single SPY put that expires next week. Y'all are welcome.\n\nRIP |
| MSFT gonna pump so hard tomorrow |
| tits |
| Priced to perfection? And perfection left Feb 28 |
| Ibm don’t follow those other fuckers |
| Save SaaS and kill the semis. |
| ServiceNow gets a stay of execution |
| Adam |
| A ton. Buy nbis and shit. \n\nBut their cloud numbers are nuts, 82% yoy growth and $24.8B in cloud revenue 👀 |
| ServiceNow is cooking |
| Chat, my GOOGL entry’s better than Buffets, just saying 👊😎 |
| Just bet against sentiment atp, except SPCX that shit is always going to go down. |
| Google gonna raise capex and send the stock to hell |
| Per Robinhood: TSLA Leadership - Exemplery |
| Their ownership of Anthropic and SpaceX was included in eps |
| Wait, wtf, $now is mooning? |
| if Sundar even hint at reducing Capex, market will be blood red |
| alright GOOGL boys, there is still time to delete your posts |
| Actually fucking insane |
| I'm gonna start getting into Bonds!!! Those are interesting! |
| Tsla is a cult |
| This is just the next leg up |
| Call |
| # Are you guys tired of winning yet LMFAO |
| Naw joking sorry. I have a lot of shares and a couple calls on GOOGL. I'm fine |
| NOW is gonna make me cream |
| Aaaaaand it’s green |
| Dam. Google flat as fk. Theta keep fking everyone |
| https://preview.redd.it/ivbcqmvraueh1.jpeg?width=1288&format=pjpg&auto=webp&s=37e25213f8d3c653db601db67f7880fa00254d27\n\n |
| Less than 1B |
| NOW has a shrek cock on my screen |
| Buying SPY 750 calls at 415 was the way to go |
| THE TIME IS $NOW |
| Bro why are you still using that ancient ratio.. no one uses pe ratio anymore in 2026..\n\n |
| Bough SPY $755C for tomorrow |
| yeah but they are paying a premium on materials \n\nthey timed it poorly |
| Bouncing but looking pretty flat relative to what was expected |
| Playing on the side of MM’s makes my stomach sick though |
| thankfully a redditor knows better than the company with some of the greatest financial minds on earth |
| How the hell is this flat? Game over |
| Google reported $44.9 billion in capital expenditures during the second-quarter. StreetAccount estimates called for capex of $44.8 billion.\n\nbest thing they coulda done |
| Googl sacrificing themselves for their beloved child AI |
| Doesnt change the fact that ur still poor and gey |
| When GOOG says how much capex |
| Algos waiting for GOOGL earnings call to see what they say abotu capex. THey don't care about the bottom lines, for some reason |
| It’s down a half a percent you absolute moron |
| SPY keeps its little pump even as GOOG goes flat and TSLA dumps lmao |
| House wins , tesla down |
| what if you have enough loses to cover a lifetime of $3000/year asking for a friend |
| pride month continues, it seems |
| Fuck me, what a rollercoaster of a stock. Fuck you servicenow, as soon as we are break even we are done. |
| Well that escalated quickly |
| MM like “Yeah you beat but not by 500%” |
| latter |
| thanks for that dip, just bought another 10 shares |
| How is a double beats that insane already priced in???? |
| I guess Tesla doesn’t headfake |
| On my way to jerk off! Thanks Googl! Love you! |
| I yolo-d back into micron at the last second lmao |
| Yeah but looking like he's not been able to repeat the scheme a second time... |
| Well. It appears The market has spoken !! OVERVALUED |
| Let me guess, Google is gonna end up being flat and theta gang is gonna fukk everyone. |
| **I came to see what the experts have to say.** |
| Google is fucking inevitable Jesus. |
| Wtf GOOGL GO UP |
| has it really been that long lmao |
| Unrealized LMAO so fake money because they can’t actually produce any profits |
| Something else that I don't see pointed out very often is that hyperscalers + Meta are pushing shit tons of cash into AI datacenters primarily for the benefit of OpenAI and Anthropic at the moment. In the scenario where OpenAI and/or Anthropic run out of cash, where does that leave the cloud providers? It seems like they'd have massive, insanely expensive AI data centers with basically no tenants. |
| https://preview.redd.it/ws1zqqhnaueh1.png?width=358&format=png&auto=webp&s=1fd35db4ec8acb87b5a1e2b900a6543184f860ac\n\nNOW is the time |
| Semis pumping. Google dumping lmao |
| IBM missed on everything and is now up lol |
| Yes this is true |
| Waiting for my GOOGL puts to print! |
| The real insider trading.\n\n \n |
| Alphabet is a stupid name, anyway. |
| SPCX puts are HOTTTTT |
| TSLA finally dead |
| It is?? |
| Currently up 0.5% after hours. Unimaginable gains you missed out on |
| IBM had us in the first half |
| With their new trailing 12 month EPS their PE is 17. lol this market is stupid |
| What's new capex number |
| u spel bad |
| Priced in since the big bang nerds. |
| TSLA revenue beat, eps missed, stock down. going to be interesting to see what part of the print the market actually focuses coming up. |
| Idk, I’ve been super bullish up until this week. If you’ve been trading/investing since the Great Recession, then you know you never really know how much leverage is out there. If it was as bullish as you suggest, then I’d expect GOOG to be up 10% rn. It’s not. |
| How much did goog raise CapEx? |
| Good thing they didn't come in low at like 8.11 or something |
| When to expect the real semi moves? |
| So EPS triples but sales just up by 25%!? How’s this even possible? |
| Having chop in after hours is simply disgraceful |
| GOOG has no idea what it wants to do |
| Absolutely insane for GOOGL to be down on these numbers |
| Did ServiceNow just save SaaS? |
| Nothing can make these market makers happy anymore, not even coming home to sit in the cuck chair while their wife takes on a BULL |
| it tends to |
| PINS |
| What is this a pump for ants? |
| Wow that beat was insane. Sell it all |
| Goog is flat |
| I aint reading that shit, calls or puts? |
| They sure did for a WEEK. I said "wow I should really go full port on r0pe" and it triggered it right away. had to use my burner for a week. glad to be back |
| And the game of Capex musical chairs goes for another quarter. Yippy |
| Bro Sam and the guy from Anthropic fighting each other, that would make up for the whole thing |
| And market seemingly doesn’t care now. What a joke |
| Googl opens at 0% and stays there tomorrow, bull and bear degens get margin called like their Korean degen bros and everyone lives happily ever after |
| Really need Googl to be at $500 |
| Google should be much higher at this point...... |
| Lol gamblers never win |
| Bagholder spotted.\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| they always do well. but whether up/down is a coin toss. |
| Pls goog cut capex pls pls pls pls i need this |
| Getting fired on top of losing 20k must be rough |
| Buy Silver or Gold - hold five years - retire. |
| How in the hell does GOOGL post slight beats on everything and then go 3x estimates on EPS? This smells like some accounting fuckery |
| he is saying that the contract needed to be alittle bit more expensive for google and then it would be worthwhile for google to scrape it without permission and pay whatever fine would be issued for it.\n\nNot sure I agree with him but kinda easy to read from context even if his comment is terribly written |
| SAAS IS BACK |
| Hard to make that money without infrastructure |
| but, but robots.... TSLA 💀 |
| I could be wasting money doing something else |
| We're so back |
| I was about to ping you in daily thread. Thanks for keeping your word.\n\nGood work on not losing a fortune\n\nI am not touching TSLA or SPCX even with a 50ft pole, but hope you make bank |
| I bought more today. I plan on being greedy when others are fearful. Thank you to all the paper hands for allowing me to pick it up at a discount. |
| lol google crashing like a meme stock |
| Ur acc retarded |
| There’s only one thing to conclude about earnings and price action when comparing IBM, Google and TSLA…. It’s all bullshit |
| I just googled if we are gonna be green tomorrow and google said yes |
| Any updates on IRA spaceX guy? |
| Be genuinely happy making $100 on a trade 😊 |
| What joke market with all this yo-yo bullshit |
| A cheesesteak combo is $13 so the kids will have to share one |
| Google CAPEX Q2 YoY +100% thats bullish for semis |
| Good up or down? |
| Googl capex will be deadly 100% they are spending wayyyyy too much |
| Capex guidance will come during the call in a little while. Hold onto your friggin pants |
| Results look good 👍 |
| Goog saves the AI trade. Tech is back on the menu! Let’s go bols |
| That TSLA earning💀💀💀 shit is so bad |
| Fuck TSLA, that shit stock burned my portfolio back in 2023 |
| **GOOG/GOOGL** ALPHABET Q2 2026: REVENUE $119.80B (EST $117.02B); REVENUE EX-TAC $103.62B (EST $101.07B); OPERATING INCOME $40.77B (EST $40.55B); GOOGLE SERVICES $94.54B (EST $94.32B); GOOGLE CLOUD $24.77B (EST $22.46B); GOOGLE ADVERTISING $81.63B (EST $81.12B); GOOGLE SEARCH $63.27B (EST $63.28B); YOUTUBE ADS $11.06B (EST $10.81B); CAPEX $44.92B (EST $44.15B)\n\n**TXN** TEXAS INSTRUMENTS Q2 2026: EPS $2.14 (EST $1.93); REVENUE $5.46B (EST $5.24B); ANALOG REVENUE $4.37B (EST $4.23B); OPERATING PROFIT $2.31B (EST $2.11B); FCF $2.74B (EST $1.82B); CAPEX $514M (EST $676.3M); Q3 OUTLOOK: EPS $2.23-$2.57; REVENUE $5.65B-$6.15B (EST $5.62B)\n\n**TSLA** TESLA Q2 2026: REVENUE $28.24B (EST $26.32B); ADJ EPS $0.33 (EST $0.51); EPS $0.32 (PRIOR $0.33); GROSS MARGIN 16.8% (EST 19.4%); AUTOMOTIVE REVENUE $20.52B (EST $18.68B); SERVICES AND OTHER $4.58B (EST $3.72B); ENERGY GENERATION AND STORAGE $3.14B (EST $3.77B); ACTIVE FSD SUBSCRIPTIONS 1.48M (EST 1.40M); NEGATIVE FCF -$1.09B (EST -$3.64B); CAPEX -$5.79B\n\n**IBM** IBM Q2 2026: REVENUE $17.16B (EST $17.52B); OPERATING EPS $2.93 (PRIOR $2.80); SOFTWARE REVENUE $7.76B (EST $7.99B); CONSULTING REVENUE $5.33B (EST $5.39B); FREE CASH FLOW $2.54B (EST $2.95B); LOWERS FY REVENUE GROWTH GUIDANCE TO +4%-+5% FROM PRIOR ABOVE +5% |
| no panicans allowed |
| My work just did a 50k Gemini deal this past month. |
| damn. i paper hand my semi. intc and mu was dropping at the ending and i exited my calls like a bitch. Googl still having capex. fuck. i could have made a few thousands. |
| R/thanksihateit |
| Seriously. Theta gang has it figured out. 🤡 |
| NOW bers are getting a call from the big M |
| They are and that can change everything. Numbers usually drop right at market close for the big guys. Except NVDA, they’re always late. |
| Thank you moose!!!!! |
| Here me out what if Elon drops off the bloomberg billionaire index |
| Dumb @ss bears |
| hopefully my oracle calls get a lil lovin 🤒 |
| GG for TSLA |
| GOOGL is going down even with that crazy beat \n\nthey have less backlog than MSFT and the only growth they have is in cloud\n\nnext year they will have negative free cash flow |
| yeah. 98$ billion (6$) in mark to market unrealized, so don't get too excited. |
| Shit is so overvalued a good ER barely pumps. More like ED. |
| Google's EPS beat is due to $98 billion in unrealized gains on investments (i.e. Anthropic). |
| Net income boosted by investment gains: Net income available to common stockholders climbed 298% to $112.1 billion, helped by a $99.0 billion gain on equity securities that lifted other income (expense), net to $98.0 billion. |
| GOOGL bulls right now 😮 |
| Maybe not maybe maybe not |
| No way that vega/theta gang is gonna win |
| He just wants to make the live action remake of Armageddon |
| This is fake, right? When did SNDK have +17% in a day? |
| They posted massive results. It’s not a question whether they did well or not |
| cloud growth is nothing, they spent too much on building out the infrastructure\n\nof course cloud would grow, but they are still negative |
| Sundar talk about avgo and MU plz |
| It sounds epic: The Number 1 fight will continue: NVDA vs GOOG (Epic sounds*) |
| Price action tells me we will be in RED tomorrow. |
| As a TSLA bag holder this seems like an average Wednesday |
| aaaaand it's flat. LMAO |
| Dilusional |
| So, all that anticipation, and SPY is back to yesterday's close. Super.\n\nI need to get a new hobby. |
| TSLA 🗑️ \nGoogle 🗑️ |
| Nice try Jane Street, nice try |
| rip to those who didnt buy service now under 100 |
| So, is Elon gonna be able to make number go up with bullshit or is he gonna mumble some insane shit and scare people off? |
| 10,000 Koreans have postponed their suicide. |
| *she you lil bitch\n\nAnd she is 15mins delayed because your Mom likes to spoon after we fuck |
| Monster beat would be an understatement |
| Riding in taxis |
| GOOG is up after hours because I panic sold the 2% drop earlier |
| https://preview.redd.it/korxwf2daueh1.jpeg?width=708&format=pjpg&auto=webp&s=ddee5d4d963f5022b30a2ca8b8db8aa6d7dcf93a\n\n |
| All this Google movement on no volume, j wait till 5min after market open |
| GOOG saved semi? |
| I do want to point out to everyone getting too excited that Google cheats on earnings reports by including gains on their shares of Space X and Anthropic in their net income, and that SpaceX eating massive shit means they'll have to start recording that as a loss relative to this earnings in the future if they keep that up |
| is theta gonna win |
| Korea better keep up the momentum |
| Tomatoes. |
| NOW bears hold on to your shorts |
| WHAT DO WE BUY NOW |
| I need TSLA to open at 352 🙏 |
| Googl only beat eps by 200% cause SpaceX gains cause they hold a stake |
| anyone expecting Google, one of the largest companies in the world and at the forefront of AI development and cloud computing, to not raise capEx (or miss earnings) is a fucking idiot |
| Penis NOW |
| Exceptionally good. They are making an unbelievable amount of money, posted a massive EPS estimate beat and reiterated their full year capex guidance. Great news all around |
| 9pm |
| Algos waiting to hear more about capex spending on the earnings call |
| Even a hefty 10% of my port woulda been such a nice play. I just think the play is too late to commit to |
| Retard |
| Wrong fucking way GOOGL. Please for the love of god go up. |
| Loss porn eh, I always knew I was a creep |
| Fsd Optimus robots fixing data centers on mars |
| GOOG trading like a memecoin |
| At least you get to write off losses... you know? |
| We could have kept on buying and made a lot more money people |
| Better they beat and barely move then miss and drop like a fucking rock |
| $NOW 200 EOY |
| my puts went deep red just looking at this chart |
| ServiceNow is the greatest company of all time |
| $NOW ServiceNow beats high end of guidance across all Q2 2026 topline growth and profitability metrics, **raises full year subscription revenues outlook** |
| TESLA! |
| $250 space x buyers, where are you now |
| Cash until FOMO ruins the plan |
| That has got to be the craziest beat by a mega cap i have ever seen holy duck!!! |
| *No TXN noooo! My calls!!!* |
| I went long today |
| You traded options at a loss? What about the option to not lose money? |
| !banbet SNDK $2,000 10d |
| The stats on ai mode they’ll release will be enough to send it up and to the right. They’re about to tell everyone they are the internet’s ai harness at worst. |
| 650k |
| if goog & memory stay green during goog call = smooth sailing |
| 11AM |
| Fake until call |
| The car will feel almost like it is [a] sentient being by 14.2. - Elon |
| These NVDA calls finna PRINT tomorrow |
| Instead of going full regard I went 9DTE instead of 2DTE so we will see how it plays out |
| NOW IS COOKING |
| They just had a small beat… |
| I saw MSFT price and thought it's GOOG. I was WTF |
| ... You think most of the comments on reddit are organic? Holy shit, this site really is useless. I'd guess 5% is 'passable' human data worth scraping. |
| NOW crushed earnings, even crpo and market is basically flat \n\nThis is so rigged |
| Goog doesn't know which way it wants to go |
| On a $620k account with $230k margin requirement, I’m up $0.99 at close…seriously. |
| I mean, I bought the initial dip so not complaining. Thought proper esrnings were in an hour |
| I need TI to start this call with a $60 billion backlog |
| More SpaceX shorts!!!! 🤗 |
| 112 billions in 3 months btw, like sit back for a second and think about it |
| Who the fuck is selling Google after a 200%+ beat |
| So just to be clear, Google's insane earnings beat is from unrealized gains in Anthropic and SpaceX. You know, those companies that arent making a profit. And SpaceX has been dropping like a rock since that "unrealized gain" was recorded. |
| The one time I decide to play earnings this shit happens 😡 |
| GOOGLE!!!! |
| It should |
| STAY STRONG MY FELLOW GOOGTARDS.\n\n"THE NIGHT IS DARKEST BEFORE THE DAWN."\n\n-THE CHRISTOPHER NOLAN |
| Wayyyy higher than estimates. Problem is forward looking. To me, the money they’re spending is clearly working out fantastically but algos are dumb. Shares. |
| Goog really gonna just flat? |
| despite falling below IPO price, SPCX is still at 1.5T marketcap. Lots more room to fall |
| NOW GODS WE ARE ASCENDING YESSSSSSSSSSSSSSSSSSSSSSSSSSSSS |
| the market really can't make up their mind huh |
| Okay but who tf shorted MU at the EOD? |
| GOOGL MASSIVE MISS ON TOP AND BOTTOM LINES AND GUIDANCE CUT HOLY SHIT SELL EVERYTHING |
| google is mooning!!!!!!! |
| All earnings today not , any AI excitement \n\nJust regular earnings without AI. \nAll hype fading |
| CAPEX Q2 YoY +100% thats bullish |
| Dang they really ban you for that? |
| Hope you didn’t do permanent solution to temporary problem |
| what about $NOW???\n\n |
| Im illiterate, explain to me how good are GOOG numbers |
| lol ... algos can't decide if GOOGL did well or not |
| Google beat expectations all across the board all while still expanding capex and bears think this is unsustainable? |
| Goog down 5% by end of tomorrow |
| I might never sell it |
| Panic!…Euphoria! …GOOG ends up flat 😁 |
| 4% (basically the "safe", retirement-age investment return) on 1 million is 40k. Work out whatever your expected retired cost-of-living is for the area you live/plan to live and then divide that by 40k.\n\nIf you live in an area where you only need 40k/year to live, you only need a million, if you need 150k a year, you'll need 4 mil. |
| Cue Boston's "It's More Than a Feeling" |
| lol |
| the 197.5 strike is oddly specific like a lost call hope it hits |
| looks like it’s ATH tomorrow boys |
| Tesler LMAO\n\nGoog oh my |
| Human race enslaved by tech |
| Goog 400 when? |
| Tomorrow will be dominated by shrek dicks |
| Get some sleep |
| I got in on the IPO, sold at 135. Risked nothing, got nowhere. |
| aug 5th oil breaks |
| TSLA only down a little on that shitty profit number and energy storage miss is kinda amazing, though. |
| Can’t tell if memory is having dead cat bounce or not |
| GOOGL should be beyond 400 by tomorrow open on those numbers. Tells you what this market is all about with it being a paltry 1% up. Bet Koreans do a 10% up move tonight LMAO |
| Source? |
| Lawd have mercy |
| No, it's just that there are a lot of blocked shares in SPCX hanging above the market ready to be sold and they will have to be factored into the price. |
| 104 feels like 118 outside. Literally getting cooked. |
| Service me now |
| They were never gone, AI is only a smaller chunk of data centers too. Memory thesis is here whether ChatGPT stays or not. |
| Google finna fuckkkk😩😩 |
| SPCX and Tesla might be the only big names that can crash and not take the rest of the market with them, so fuckem who cares |
| PP es stiffo |
| After hours still going |
| Muuuuuuuuuuuuu goes the cow |
| Damn GOOG, I guess I’ll make some $$$ on my short puts. But puts, always puts tomorrow |
| WE GOING SO FUCKING GREEN TOMORROW |
| Bagholder spotted.\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| Market: buy buy buy |
| Bagholder spotted.\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| Money money money money |
| I’m so high I can’t read earnings reports, only green |
| To the surprise of no one |
| They kinda beat by a few % but as it is NOW it will probably be down at open tomorrow |
| Bears that couldn’t read were talking a lot of shit a couple of minutes ago |
| stop buying hot garbo like NOW that will get replaced by AI\n\nand buy real AI companies like GOOGL |
| BOOB to the moon 🚀🚀🚀 |
| Thank god I bought some Hynix at close, Koreans I trust you will do the right thing tonight |
| Feeling a 2% SPY day tomorrow lads |
| Valuations are INSANE right now omg\n\nEPS beat that huge and barely movement 😭 |
| Bagholder spotted.\n\n*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.* |
| Now say the words: “because of our fat fat fat profits we are going to increase capex to 300b” |
| GOOG +10% by open, semis are going to lead us to salvation |
| Tessler off a cliff 🚗 |
| Let’s goooogl |
| oh great googly moogly |
| Thought that was in another hour |
| Semi's are back after those Google BEAST earnings |
| Here comes the moneeeeeeeyyyyyy (money talks) \nHERE COMES THE MONEY 💰🤑💰 |
| Earnings call 1:30 PT |
| Tech earnings are gonna fuck |
| nah, googl er tells hedge funds to turn it back up, they sitting on the sidelines for months after de risking, the volume is about to flood back in, welcome to the bull market joe. |
| You've got that the other way around. Elon's going to get 5% of the boring company valued at $1 trillion then sell it all to SPCX to extract the ipo money before it all collapses to moon dust.\n\nSPACE DRILLZ 🚀🚀🚀 |
| https://preview.redd.it/6epeios1aueh1.jpeg?width=1284&format=pjpg&auto=webp&s=4ac7b66b8a705d78b8acf342487fa1c36aefefd6 |
| now we talking |
| if servicenow had bad earnings, msft would be down like 3% already.\n\nit has decent earnings and that shit is sleeping |
| So GOOGL hits stop losses, then theta lol |
| It’ll probably be not much ngl. And I’m a bull. But it’s okay next week will bring greater moves. |
| GOOG, get this market back to "extreme greed" pls |
| Ah shit thought the release was in 15 min |
| Usually, Tesla misses on earnings and moons... |
| So glad I paper handed my spy puts for tomorrow |
| https://abc.xyz/investor/sec-filings/ |
| Gemini told me it was a beat higher than previous earnings |
| Is this half the subs first earnings? First move is always fake (as well as 2nd, 3rd, etc.) |
| so we happi now or no? |
| LOVE IT GOOGLE!!!, save my fkng ass |
| The can has been kicked since the Fed was created, bruv. |
| # Going outside to punch air. SPY not moving strong in either direction |
| Elon stans just fell to their knees. |
| Memory & chips going up..... |
| I'm all in Google now. |
| FUCK BURRY, BABYY |
| Because tesla the company has very little to do with tsla the stock ticker. |
| Google big green candle +3% up hii |
| Yeah this guy fucks |
| TSLA the real loser here lmao |
| What about XAI data centers on mars |
| If googl doesn't open up 10% tomorrow it's all fucked |
| Imagine being bearish on tech during the 4th industrial revolution. |
| Now this is pod racing |
| 24% YOY revenue growth from a company the size of Google is insane. |
| Grabbed some google shares at 339 ty algo |
| ai trade is back\n\n |
| Jim Creamer here, don't buy getty images. What a shite stock. |
| this after hour volume on GOOGL hollyyyyyyy |
| do it |
| So… just how green will we be tomorrow I mean LAWD |
| They only more than tripled earnings expectations...pffft |
| Biggest candle of the day being after hours should be a capital crime. |
| Respect for SPCX bagholders who took the whole ride from 225 to 115 |
| DATA CENTERS ARE BACK BABY |
| So youre saying Full Self Driving isnt coming by 2016? |
| Imagine being you. They beat tf out of earnings and the market doesn’t reward them. Not bullish at all |
| Keep up the good work, you guys |
| Alphabet gone green |
| Bruh they beat estimates by 300+% |
| IT'S A FAKE ! BUY BACK EVERYTHING NOW AARHRHHGKGL BUY BUY\n\nWAIT - \n\nNO IT'S FAKE AGAIN ! SELL SELL SELL |
| Even MSFT wants to go up now |
| fine switched to calls. holding overnight idek lets see |
| I need sunder to say he’s offering his 1st born for more capex or my weekly calls are cooked |
| Fly GOOGL FLY! |
| GOOGL like “oh wait we supposed to go up when number good!” |
| # SPY ABSOLUTELY RIPPING AFTER HOURS \n\n# CONGRATULATIONS TO ALL DIP BUYERS!!!!!!!!! |
| I stay away from companies run by Nazi drug addicts myself. |
| Google beat. The markets deciding if AI spending is an investment or just a bigger bill, looks like it might be an investment. |
| For them and content creators |
| Tis bullshit |
| MU getting all GOOG money lol |
| lmaooooooooooooo |
| Goog and MU I LOVE YOU! |
| It's not just that msft goog and amzn have other revenue streams but any data center they build for ai can just be used for their cloud services |
| Lol IBM up on earnings they already reported. Of course. |
| NOW hasn’t reported yet |
| GOOG, you beautiful beast. EPS expected $2.88 vs actual $9.11🤘🏼 |
| Alphabet Q2 2026 results [USD, YoY] \n \n—Revenue: +24.2% to 119.8B \n\n—Google Search: +16.8% to 63.3B \n\n—YouTube ads: +12.9% to 11.1B \n\n—Google advertising: +14.4% to 81.6B \n\n—Google Cloud revenue: +81.8% to 24.8B \n\n—Operating income: +30.4% to 40.8B \n\n—Cloud operating income: +211.9% to 8.8B |
| Oh your gay? Name every gay person. |
| Wtf googl 9.11?????\n\nHow is this not up 20%??? |
| What is this theta movement on google |
| MU IM GONNA \n\n# CUM |
| lol |
| I bought NOW calls at close. So I hope you guys got puts |
| fuck |
| So far loading up on MUU and SNXX in the last 5 min before close is working out for me |
| Google hiding their fiscal year capex lol. Must be astronomically high. |
| KOSPI and TSM are gonna tank on this tonight probably because that's the hell we live in now |
| Imagine being this fucking stupid |
| Saw the 9.11 EPS, creamed my pants then remembered the anthropic stake. Now I have a mess and no gains to show for it |
| ha ha! \n\nI hold it. So, I cancel your non hold.\n\nSry everyone. \n\nBest bring some chips for this dip. |
| googl lost -10% in a week to be up barely 1% on earnings, what a shit show |
| NBIS back to $300 tomorrow? |
| **BanBet Created** ▲ | **Record:** 0W - 1L\n\n| Ticker | Target | Entry | Move | Expires |\n|:---:|:---:|:---:|:---:|:---:|\n| **GOOG** | $400.00 (above) | $342.42 | +16.8% | Jul 24, 8:14 PM | |
| Hes a BER he is delayed by 15 mins due to Wendy's wifi |
| i have IBS you have IBM we are not the same |
| Let's gooooooo |
| STOP COMMENTING. I CAN'T READ THE CHAT WHEN IT'S GOING SO FAST. |
| Damn goog and spy |
| !Banbet MU $1100 7 days |
| Goog ripping |
| There we go, markets melting up off the lows |
| !banbet goog 400 2d |
| Who else made money today? |
| Google you came back to me! |