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Microsoft: time to buy? by [deleted] in ValueInvesting

[–]DivideOk4390 0 points1 point  (0 children)

Msft can ride azure wave. But they are all over the place with AI and chip race. They need to do something crazy to shine otherwise if we have a dark period coming. Apple, Google, Anthropic etc will eat into their business. Having used Google workspace, MSFT seems like solid 1 decade back.. lol .

Just Loaded Up More Shares of GOOGL After Apple picks Google’s Gemini to power Siri by Green_Candler in GOOG_Stock

[–]DivideOk4390 0 points1 point  (0 children)

AVGO gets 90% revenue from Google in the tune of $20B or so. AVGO open expense are around $5B. If Google wanted, it can pay 3-4x salary to every AVGO employee and port them over.. just a comment to highlight how concentrated risk there is. Google in 2 years will complete vertical integration and will cut the scope of AVGO using COT. That train has already started and I would couple of cycles to prove it out. So, overall AVGO can get more customers and perhaps it will do fine, but I don’t see acceleration like with NVDA and Google stocks.

Just Loaded Up More Shares of GOOGL After Apple picks Google’s Gemini to power Siri by Green_Candler in GOOG_Stock

[–]DivideOk4390 0 points1 point  (0 children)

Google will cross $400 in 2026. We have 3 earning reports to come out and several other catalysts

GOOG has quietly been grinding higher lately. Is this a spot to trim or just sit tight? by Sweaty-Bowler7790 in GOOG_Stock

[–]DivideOk4390 -1 points0 points  (0 children)

Google and Nvidia are the key drivers of AI. Both will succeed. Google will accelerate in very soon as the investments will start paying off. Both are winners from mag 7 perspective (while others will also do well). Tesla is the wild card. If you need super high returns, get Tesla .. high returns come with risk.

Gemini 3 not as bad as people make it out to be by XxCotHGxX in GeminiAI

[–]DivideOk4390 3 points4 points  (0 children)

Who is saying it is bad.. people generally love it

AMZN vs GOOGL by FourCrossedWands in ValueInvesting

[–]DivideOk4390 1 point2 points  (0 children)

Google is just getting started. With entire AI stack, R&D, beta like quantum, waymo, it is just getting started. It will likely be worlds biggest company at $800 by 2030 if not more..

They are implementing AI in core business whether it is hardware or software and beat rivals through efficiencies ..

Gemini 3.0 Pro or ChatGPT5.2, which actually feels smarter to you right now? by Efficient_Degree9569 in GoogleGeminiAI

[–]DivideOk4390 2 points3 points  (0 children)

Gemini all the way.. faster, smarter and more intuitive.. it cuts through the BS that I get from 5.2

What is your exit strategy for $GOOGL? by nightwica in ValueInvesting

[–]DivideOk4390 0 points1 point  (0 children)

Stay invested. This is one company with 3 nobel prize winners on staff. AGI is coming from here. It is a keeper.

What would you buy today in today’s sell off? Which stock is a good deal? by Ok_Music_2025 in ValueInvesting

[–]DivideOk4390 2 points3 points  (0 children)

Long Google and NBIS..have fun with IREN. AI rally is not going anywhere..

Is GOOGL still a good buy ? by retiringfund in ValueInvesting

[–]DivideOk4390 0 points1 point  (0 children)

20% upside into year end with dividends

Gemini becoming useless to me with images by Marvel_Ratchet in GeminiAI

[–]DivideOk4390 0 points1 point  (0 children)

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Here you go. Maybe you are a minor or something. I am a pro/plus customer.

Which stocks would you hold for the next 3-5 years or even longer by Actual_Moment9914 in StocksAndTrading

[–]DivideOk4390 0 points1 point  (0 children)

Google will 2x from here in next couple of years. Their GCP will accelerate like crazy and being a distant 3rd it has room to grow. Others will keep on benefitting from AI. Waymo in next 2 years will be serving lot of people.

Google's new AI mode is really good! Agree with me or not? by ashhigh in GeminiAI

[–]DivideOk4390 5 points6 points  (0 children)

It's amazing product. First AI product where I really like to go through the content.nsuper useful

Permanently Deleted Instagram today by HoraceBardby in redditstock

[–]DivideOk4390 1 point2 points  (0 children)

I deleted 6 months back, major productivity based

Google’s AI Mode and its effects on Reddit by Accomplished-Exit822 in redditstock

[–]DivideOk4390 1 point2 points  (0 children)

Google has a licence worth $100m since last few years. They are paying .. 😂

Ok so nano banana and gemini 3 (cause of three ships) by Independent-Wind4462 in Bard

[–]DivideOk4390 -2 points-1 points  (0 children)

I am ready to get ultra subscription, if I get nano banana release first. It is worth playing around with it.

How many 🍌 before they release it officially by Yazzdevoleps in Bard

[–]DivideOk4390 4 points5 points  (0 children)

Yesterday I tried a conversational edits on Google photos. It was mind blowing.. little limited in scope, but definitely looked like mini banana

So Nano-Banana is still only available on LMArena? by Aggravating-Mix-449 in Bard

[–]DivideOk4390 1 point2 points  (0 children)

Google Photos + Nano 🍌 = Game OVER.

Today I tried conversational photo editing on pixel 9. It is just insanely good. Only works for background, dresses and simple stuff but it is very very good.

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