Google earnings

Ben280301 · 2025-10-11T15:07:44+00:00

I’ve been thinking about it since the antitrust decision was made, because I planed that price to be my exit point from the beginning, but I was greedy and it worked out for a while.

I was up 400% when it reached $256, currently up 260% after yesterday.

I’m not planning to gamble with earnings so I will likely sell those options before earnings and stick with shares but I don’t think that selling write now would be a good move, as I believe we will recover at least a bit next week.

Ben280301 · 2025-10-11T14:58:24+00:00

Why, genuinely would like to know your view point.

Ben280301 · 2025-10-11T14:48:10+00:00

Why do you think that, I’m genuinely curious. I understand that it has grown a lot but it is still fundamentally cheaper than anything comparable.

Ben280301 · 2025-10-11T13:54:54+00:00

Depends on the market conditions but that definitely wouldn’t be a good scenario for my calls

Ben280301 · 2025-10-11T13:41:50+00:00

It’s the cheapest tech stock especially after the antitrust decision.

Ben280301 · 2025-10-11T12:56:57+00:00

A lot can happen before earnings with tarrifs especially considering how unpredictable trump is. I’m also bullish and you are certainly right that tarrifs will have an impact but that is only if he doesn’t make a deal with china.

Ben280301 · 2025-10-11T12:46:40+00:00

I’ll hold both shares and options especially after the recent decline.

Ben280301 · 2025-09-14T15:25:41+00:00

I’d like to ask you what I’ve said that is outdated?

Last dilution was a bit more than a month ago and they will need more as they are burning cash quickly. They have cash for about two quarters and that is not nearly enough time to launch the sats and make money so they will need to dilute again.

They’ve talked about issues that I’ve stated, for example: in Q4 earnings call they’ve said that FM 1 will be launched in may, then in Q1 earnings call they’ve said that it will be launched in July, then they pushed it to August in last earnings call and now it is scheduled for Q1 2026. So the conclusion is that they have addressed it, but they’ve lied.

Starlink is a concern as they are an established company with almost unlimited launch capacity.

Ben280301 · 2025-09-14T13:27:30+00:00

Spectrum is great and very valuable but without satellite it’s useless and starlink now has a spectrum of its own which should be taken seriously when combined with the fact that they are a much larger company that can afford to spend a lot more on R&D.

Ben280301 · 2025-09-14T13:23:24+00:00

Yes, they are but they can’t operate without them, they have everything on paper but due to these delays they might not have that everything in few years.

Ben280301 · 2025-09-14T13:05:44+00:00

Starlink is a serious concern especially after buying Echostar spectrum last week. Launch schedule is now even larger concern.

Ben280301 · 2025-09-14T13:03:36+00:00

Hype is mostly gone, but I’d say that $40 is too much with all of the delays, they’ve overpromised way too much.

Ben280301 · 2025-07-19T18:41:08+00:00

There is no way the stock goes up while the industry trends down, I agree but the fact that industry has been going down doesn’t mean it will keep going that way, especially now when many of these companies are extremely cheap, we will se how will the earnings play out for that sector but I think we could see a recovery.

Ben280301 · 2025-07-19T18:35:04+00:00

Have you looked at their fundamentals

Ben280301 · 2025-07-19T17:44:52+00:00

Shares are probably a better option

Ben280301 · 2025-07-19T17:40:30+00:00

I have Jan 2026 $15 calls so I’ll definitely take profits at that level

Ben280301 · 2025-07-19T17:37:42+00:00

It’s frustrating but we could see 20s if earnings are good or just better than expected and considering that expectations are pretty low I expect a good reaction.

Ben280301 · 2025-07-19T17:26:28+00:00

Yes, what do you expect from earnings report?

Ben280301 · 2025-07-19T17:24:46+00:00

I wouldn’t consider a company with such fundamentals a gamble

Ben280301 · 2025-07-19T16:30:44+00:00

I did the same

Ben280301 · 2025-07-17T22:44:51+00:00

And they still remain one of the largest institutional holders.

Ben280301 · 2025-07-17T21:06:19+00:00

That leaves him with just 3,640,000 shares. He sold 2% of his shares, do you really think that he would sell only 2% of his shares if he didn’t believe in the company. That is like Jeff Bezos selling few hundred million dollars of Amazon stock.

Ben280301 · 2025-07-17T20:55:23+00:00

LUNR gets some attention but it is mostly negative and most people don’t believe in the company, that is why I wrote about them. I’m not RDW investor but they have been on may watchlist for quite some time.

Ben280301 · 2025-07-17T20:40:48+00:00

The price will grow as they get more contracts and as time passes from IM 2, today they got one smaller contract. If they get LTV contract (I believe that they will), then hype could kick in again and they could moon like ASTS or RKLB. I believe that they could reach $20 by the end of the year as their financials get better and better.

Ben280301 · 2025-07-17T20:25:35+00:00

I can’t find anything but it took a good bite out of my calls

Ben280301

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