reddit · mention · 0.50
Frequency AI Ratio Tracker (FART) stategy
2026-07-24T17:23:09+00:00
Listen folks, I'm not a tech bro and I know nothing about this AI stuff. I don't care how it works, it's just hype and buzzwords for me. However, I've never made so much easy money in my life and I wanted to share a few insights on how I did it. My strategy for the past 3 years has been to invest in a company as soon as they use the word AI in their brand. This has worked very well for me and a few of my friends across several stocks. For example, as soon as Intel has rebranded to "Built for AI", we knew that it was about to skyrocket, and sure enough, the green candles started to show up in the next weeks. It worked so well that I've created an index called the Frequency AI Ratio Tracker (FART). It's basically the amount of time the word "AI" is used on a company's homepage. For example, AMD currently has 60 occurrences of the word "AI" on their homepage for roughly 876 words in total, meaning a ratio of 6.85%. To put that in perspective: statistically, 1 out of every 15 words on AMD's homepage is "AI". That is a critical-level , enterprise-grade FART score and it was a no-brainer once I discovered that out. The higher the score is, the greater the potential was. However, for the first time in the past 3 years, I have a strange feeling that this strategy is no longer working and the momentum is starting to fade away. Looking at all the OG companies from the .com bubble, it sure looks like a peak to me, and I've actually started to use a reversed-FART strategy since July 4th. The higher the score is, the greater the risk of a downfall once the AI bubble pops. Some OG stocks The General Rule of Thumb for the reversed-FART stategy: 0%: Low risk 0.1% – 2%: Medium risk 2% – 5%: High risk > 5%: Extreme risk Here's the most recent compiled version of FART for some tech companies as of July 24th. ========================================================================== Name of company | Stock | Total Words | AI Mentions | FART Score ========================================================================== AMD | AMD | 876 | 60 | 6.85 % NVIDIA | NVDA | 2663 | 115 | 4.32 % Oracle | ORCL | 786 | 27 | 3.44 % ServiceNow | NOW | 651 | 22 | 3.38 % Qualcomm | QCOM | 765 | 24 | 3.14 % Arm Holdings | ARM | 862 | 26 | 3.02 % Cisco Systems | CSCO | 450 | 13 | 2.89 % SAP | SAP | 1004 | 25 | 2.49 % IBM | IBM | 560 | 11 | 1.96 % Micron Technology | MU | 635 | 12 | 1.89 % Microsoft | MSFT | 645 | 10 | 1.55 % Broadcom | AVGO | 462 | 7 | 1.52 % Salesforce | CRM | 936 | 14 | 1.50 % Samsung Electronics | 005930.KS| 375 | 5 | 1.33 % Meta Platforms | META | 303 | 4 | 1.32 % Alphabet (Google) | GOOGL | 422 | 4 | 0.95 % TSMC | TSM | 688 | 6 | 0.87 % Intel | INTC | 245 | 2 | 0.82 % Palantir | PLTR | 3151 | 23 | 0.73 % SK Hynix | 000660.KS| 167 | 1 | 0.60 % Amazon | AMZN | 355 | 2 | 0.56 % Applied Materials | AMAT | 209 | 1 | 0.48 % ASML | ASML | 596 | 1 | 0.17 % Corning | GLW | 576 | 1 | 0.17 % Apple | AAPL | 883 | 1 | 0.11 % Tesla | TSLA | 181 | 0 | 0.00 % Lam Research | LRCX | 275 | 0 | 0.00 % Legal notice: I am dumb and this is not financial advise. This was compiled by hand by copy-pasting in Microsoft Word like a fool and searching for the word AI. Consider compiling your own data and use FART at your own risk. I am not responsable for any loss based on this strategy. The level of risk estimated by FART was established out of thin air. Ask your financial adviser about FART. submitted by /u/SiropErableSucre [link] [comments]
news · mention · 0.50
The Discount On GOOGL Stock Looks Overdone - Trefis
2026-07-24T14:56:21+00:00
The Discount On GOOGL Stock Looks Overdone Trefis
news · mention · 0.81
Why Alphabet (GOOGL) Shares Are Getting Obliterated Today - Yahoo Finance
2026-07-23T19:08:31+00:00
Why Alphabet (GOOGL) Shares Are Getting Obliterated Today Yahoo Finance
reddit · mention · 0.50
Y'all have a nice day!
2026-07-23T15:23:06+00:00
I trusted GOOGL. Thank you for the attention to this matter! submitted by /u/Worth_Resolution1865 [link] [comments]
news · mention · 0.50
Stock Market Today: Dow Jones Index Falls 300 Points As Alphabet, Tesla Dive On Earnings News (Live Coverage) - Investor's Business Daily
2026-07-23T12:08:00+00:00
Stock Market Today: Dow Jones Index Falls 300 Points As Alphabet, Tesla Dive On Earnings News (Live Coverage) Investor's Business Daily
news · mention · 0.60
Google upped its capex forecast for 2026 yet again. These stocks are benefiting. (GOOGL:NASDAQ) - Seeking Alpha
2026-07-23T12:00:56+00:00
Google upped its capex forecast for 2026 yet again. These stocks are benefiting. (GOOGL:NASDAQ) Seeking Alpha
news · mention · 0.51
Stock Market Today: Dow Jones, S&P 500 Futures Slip As GOOGL, Elon Musk's TSLA Drag After Q2 Earnings—Int - Benzinga
2026-07-23T09:25:37+00:00
Stock Market Today: Dow Jones, S&P 500 Futures Slip As GOOGL, Elon Musk's TSLA Drag After Q2 Earnings—Int Benzinga
news · mention · 0.50
Biggest stock movers Thursday: TSLA, GOOG, NOW, and more (NASDAQ:GOOGL) - Seeking Alpha
2026-07-23T09:01:17+00:00
Biggest stock movers Thursday: TSLA, GOOG, NOW, and more (NASDAQ:GOOGL) Seeking Alpha
reddit · mention · 0.92
new google finance app is disgusting
2026-07-23T08:17:19+00:00
alphabet spent billions on AI just to make Google Finance objectively worse. As we can see, thats the only reason $GOOGL closed red yesterday and will open red today! ———- ps. but for real, UX so bad it makes you question whether anyone actually tested the app before forcing onto end user. submitted by /u/KARALISinc [link] [comments]
news · mention · 0.50
Big Afternoon for Q2 Earnings: GOOGL, TSLA & More - Yahoo Finance
2026-07-22T22:33:00+00:00
Big Afternoon for Q2 Earnings: GOOGL, TSLA & More Yahoo Finance
news · mention · 0.50
After-Hours Stock Movers: GOOGL, TSLA, NOW, IBM, TXN, MOH, URI - Investing.com
2026-07-22T20:42:22+00:00
After-Hours Stock Movers: GOOGL, TSLA, NOW, IBM, TXN, MOH, URI Investing.com
reddit · mention · 0.58
GOOGL earnings tonight. Good idea to go long on AVGO?
2026-07-22T18:26:37+00:00
submitted by /u/Weak-Pomegranate-435 [link] [comments]
news · mention · 0.59
How To Bank 8.8% On GOOGL Stock Before Buying A Single Share - Trefis
2026-07-20T16:42:52+00:00
How To Bank 8.8% On GOOGL Stock Before Buying A Single Share Trefis
reddit · mention · 0.50
Google's recent dump and upcoming earnings play
2026-07-20T14:47:38+00:00
TL;DR: Market wiped $200B off GOOGL in 48 hours because a model is late and some engineers changed badges — one day after Buffett revealed he personally built a $31B stake and wrote a $10B check directly funding the capex everyone fears. Meanwhile META gained $125B on a leaked memo about maybe selling leftover compute someday. Google's actual cloud: $20B/quarter, +63%, record margins, $462B backlog, turning away customers because demand exceeds supply. Earnings Wednesday at 25x forward with expectations conveniently reset. The market sold the machine and bought the memo. Wall Street has spent July pricing Alphabet on personnel files and Meta on a press leak. Wednesday's earnings report will reveal which company has been mispriced. The whiplash was cinematic. On July 15, Warren Buffett told CNBC that he — not successor Greg Abel — personally initiated Berkshire's Alphabet position, now worth roughly $31 billion, calling his failure to buy sooner a mistake and saying the company is more likely to succeed than 90% to 95% of Wall Street's picks. Shares rose nearly 4% to near an all-time high. One day later, Bloomberg reported Google is months behind schedule on Gemini 3.5 Pro, its flagship AI model, with coding performance the primary shortfall. Alphabet closed down 4.4%, erasing $200 billion in market capitalization, and the slide continued July 17, dragging shares toward $348. From record high to $348 in 48 hours, on zero change to revenue. The report compounded weeks of unease over departures: Gemini co-leader Noam Shazeer returned to OpenAI, Nobel laureate John Jumper left DeepMind for Anthropic, and two more researchers — Gemini coding lead Jonas Adler and pretraining specialist Alexander Pritzel — followed. Yet the practical impact of those exits lands in 2027, not 2026, since 3.5 Pro was developed largely before they departed. The market sold this quarter on next year's org chart. Contrast the treatment Meta received two weeks earlier. Shares closed up nearly 9% — roughly $125 billion in added market value in a single session — on a report that the company is building a cloud business to sell its excess AI computing power. Meta has not formally announced anything; the report cites unnamed sources, and the underlying premise, as Mr. Zuckerberg himself framed it, is that the company may have overbuilt relative to its own needs. Consider the asymmetry. Meta's cloud thesis is surplus capacity in search of customers, entering a market dominated by Amazon, Microsoft, Google and CoreWeave, with no enterprise sales organization and margins that Wall Street concedes will run below its advertising business. Alphabet's cloud reality is the inverse: Google Cloud revenue accelerated to $20 billion in the first quarter, up 63% — the fastest growth among major providers — with operating margin expanding to a record 32.9% and backlog nearly doubling sequentially to a record $462 billion. Management has guided that just over half of that backlog converts to revenue within 24 months. The delayed model canceled none of it. Nor is Alphabet's constraint excess compute. It is the opposite. Shares rose Monday on a report that Google is etching Gemini directly onto next-generation silicon — a project targeting 6 to 10 times better power efficiency per token, built to solve compute shortages that currently force Google Cloud to turn down external deals. A company declining revenue for want of capacity does not have a demand problem. Meanwhile the chip business is becoming its own franchise: Alphabet has begun selling custom TPUs to third-party customers and struck an agreement with Anthropic and Broadcom to supply multiple gigawatts of TPU capacity. Return to Omaha, because the detail everyone missed is the best one. Berkshire's position was built in three tranches — roughly $4.3 billion in late 2025, $11.5 billion more early this year, and in June a $10 billion private placement, buying shares directly from Alphabet to fund the AI build-out. The capital expenditure that terrifies the market is the same capital expenditure Mr. Buffett is personally financing. He is not known for trading on model benchmarks. The frontier itself argues against paying for benchmarks. Chinese labs have repeatedly compressed the state of the art within weeks through distillation and efficiency gains, which suggests the durable contest is cost per token and distribution — not leaderboard position. On that field, Alphabet controls every layer: silicon, data centers, models, and roughly three billion users. AI subscription revenue, the object of so much hand-wringing, is a footnote next to the cloud and advertising engines. The bear case is capital intensity, and it is not trivial. Capital expenditure guidance stands at $180 billion to $190 billion, first-quarter free cash flow fell about 47% year over year, and share buybacks have been halted. The backlog carries customer concentration risk from Anthropic, and cloud growth decelerating below roughly 55% would raise questions about conversion pace and capex returns. Which brings us to Wednesday. Alphabet reports July 22 after the close, with shares well below their $408 peak, consensus calling for EPS of $2.86 to $2.95 on revenue of $116.8 billion to $120.2 billion, at 25 times forward earnings — a discount to peers. The Gemini delay conveniently reset expectations into the print. The market, in short, has been trading Alphabet's badge count and Meta's memo. Wednesday it gets audited financials. Historically, the machine wins. At the end of the day: calls. This is not financial advice. The author is highly regarded and drives his own short bus. Position: GOOGL 380C 7/24, many contracts. submitted by /u/wanderingtofu [link] [comments]
news · mention · 0.59
GOOGL, MSFT, AMZN Stocks Rise Premarket: Analyst Says China’s Kimi K3 AI Fears ‘Misplaced’ - Yahoo Finance
2026-07-20T09:40:01+00:00
GOOGL, MSFT, AMZN Stocks Rise Premarket: Analyst Says China’s Kimi K3 AI Fears ‘Misplaced’ Yahoo Finance
news · mention · 0.73
Market Anticipates Earnings Reports from Key Firms like Alphabet (GOOGL) - GuruFocus
2026-07-19T15:43:52+00:00
Market Anticipates Earnings Reports from Key Firms like Alphabet (GOOGL) GuruFocus
reddit · mention · 0.58
GOOGL earnings 7/22 the GAAP number is going to look insane
2026-07-18T10:55:17+00:00
The GAAP EPS estimate is $2.89. Google is going to report something closer to $7 (maybe $5-7 because I trusted Gemini math, and yes I recognize the irony). Google owns ~5-6% of SpaceX. SpaceX IPO'd June 12, and on June 30 SPCX closed at $170.86, valuing it ~$2.25T. Google's Chunk was ~$113B at quarter end, up from ~$40B last quarter. That ~$70B jump runs through the income statement as a gain. After tax and share count it could be up to and additional $4.50 to EPS on top of the $2.89 GAAP estimates being reported. That's IF Google actually fully reported it in Q1 and historically they have downplayed these bets while they could. Now that it's a tangible asset they are legally required to report it at face value end of Q2. Analysts don't put it in the estimate. It's a below-the-line mark tied for their closing price on one day, so nobody forecasts it. But the thing is, there's now a real asset that can be sold or borroewed against on the not so distant horizon. Pre-IPO it was a locked private stake. Now it's liquid, and the lockup lapses in December. For a stock whose bear case is capex eating free cash flow, that's a real asset. Idk about you but when news outlets start reporting on up to a 142% earnings beat (GAAP or not, headlines don't care), people will pay attention. My play remains firmly bullish. I rolled mostly into Aug 21 as I said I planned to in my previous post. I still aim for a target range of $380+ though that's been unfortunately pulled down a bit by the model delay news (which I hope is cleanly resolved with a real timeline at earnings). Positions attached (it was a bloody day and I would be lying if I said those 4 calls with the 7/24 expiration weren't completely forgottten). Not financial advice. submitted by /u/Akuda [link] [comments]
reddit · mention · 0.66
I bought GOOGL calls expiring in 2028 after the earnings drop — am I early, or just wrong?
2026-07-17T19:51:46+00:00
The stock still hasn’t recovered much, and I’m debating whether to keep holding or take the loss. The business looks strong: Search remains dominant, YouTube is growing, and Google Cloud is becoming more important. Alphabet also has a huge investment in Anthropic, which could give it another way to benefit from AI through cloud usage, TPUs, and equity upside. But Alphabet is also spending heavily on Gemini and AI infrastructure. If those investments don’t produce strong returns, the market may keep pressuring the stock. Would you keep the January 2028 calls, or take the loss and wait for a better setup? What would make you hold or exit? Not financial advice—just looking for different perspectives. submitted by /u/Zealousideal-Score52 [link] [comments]
reddit · mention · 0.64
I bought GOOGL calls expiring in 2028 after the earnings drop — am I early, or just wrong?
2026-07-17T19:51:46+00:00
The stock still hasn’t recovered much, and I’m debating whether to keep holding or take the loss. The business looks strong: Search remains dominant, YouTube is growing, and Google Cloud is becoming more important. Alphabet also has a huge investment in Anthropic, which could give it another way to benefit from AI through cloud usage, TPUs, and equity upside. But Alphabet is also spending heavily on Gemini and AI infrastructure. If those investments don’t produce strong returns, the market may keep pressuring the stock. Would you keep the January 2028 calls, or take the loss and wait for a better setup? What would make you hold or exit? Not financial advice—just looking for different perspectives. submitted by /u/Zealousideal-Score52 [link] [comments]
news · mention · 0.73
Why Alphabet (GOOGL) Stock Is Falling Today - Yahoo Finance
2026-07-17T00:57:00+00:00
Why Alphabet (GOOGL) Stock Is Falling Today Yahoo Finance
news · primary_subject · 0.94
Why Alphabet (GOOGL) Stock Is Falling Today - Yahoo Finance
2026-07-17T00:57:00+00:00
Why Alphabet (GOOGL) Stock Is Falling Today Yahoo Finance
news · mention · 0.51
GOOGL, UBER, RDDT, XMTR Stocks Top Wedbush's Internet Picks – AI Called 'Single Most Impactful Swing Factor' - Yahoo Finance
2026-07-16T12:54:31+00:00
GOOGL, UBER, RDDT, XMTR Stocks Top Wedbush's Internet Picks – AI Called 'Single Most Impactful Swing Factor' Yahoo Finance
news · mention · 0.94
GOOGL, UBER, RDDT, XMTR Stocks Top Wedbush's Internet Picks – AI Called 'Single Most Impactful Swing Factor' - Yahoo Finance
2026-07-16T12:54:31+00:00
GOOGL, UBER, RDDT, XMTR Stocks Top Wedbush's Internet Picks – AI Called 'Single Most Impactful Swing Factor' Yahoo Finance
news · mention · 0.73
Warren Buffett Says Alphabet (GOOGL) Can Beat 95% of Wall Street Stock Picks - Yahoo Finance
2026-07-15T22:11:23+00:00
Warren Buffett Says Alphabet (GOOGL) Can Beat 95% of Wall Street Stock Picks Yahoo Finance
news · primary_subject · 0.94
Warren Buffett Says Alphabet (GOOGL) Can Beat 95% of Wall Street Stock Picks - Yahoo Finance
2026-07-15T22:11:23+00:00
Warren Buffett Says Alphabet (GOOGL) Can Beat 95% of Wall Street Stock Picks Yahoo Finance
news · mention · 0.89
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations - Yahoo Finance
2026-07-15T09:10:04+00:00
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations Yahoo Finance
news · primary_subject · 0.94
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations - Yahoo Finance
2026-07-15T09:10:04+00:00
Alphabet Inc. (GOOGL): 8 Best Stocks to Buy Following Federal Reserve Pivot Expectations Yahoo Finance
news · mention · 0.73
Alphabet Inc. (GOOGL) A Top AI Stock In D. E. Shaw’s Holdings - Yahoo Finance
2026-07-12T14:01:16+00:00
Alphabet Inc. (GOOGL) A Top AI Stock In D. E. Shaw’s Holdings Yahoo Finance
news · mention · 0.94
Alphabet Inc. (GOOGL) A Top AI Stock In D. E. Shaw’s Holdings - Yahoo Finance
2026-07-12T14:01:16+00:00
Alphabet Inc. (GOOGL) A Top AI Stock In D. E. Shaw’s Holdings Yahoo Finance
reddit · primary_subject · 0.94
GOOGL YOLO ~$150k
2026-07-05T14:45:20+00:00
Been on WSB for a long time, but first YOLO post. TLDR: GOOGL recent selloff seems like a good setup into pre-earnings. Higher low at $340, coiling under the $368–372 shelf. Break the shelf and there’s nothing but air to the $408.61 ATH — and roughly 58K contracts of open interest stacked at the 8/21 $415 strike says the crowd’s leaning the same way. Better than even odds it tags $400 before the July 29 print. Position: 250 8/21 $400c, will sell some on any upward moves before earnings and let some ride (earnings are always a coin flip). submitted by /u/Icy-Tea-2954 [link] [comments]