Calls
1
u/Hug_LesBosons
Reddit r/stocks
Win Rate
100.0%
Return
+8.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
May 04
$383.60
+8.0%
$15B of Google's record net income came from Anthropic stock gains, which are non-recurring and volatile. When Q2 reporting shows a $13B+ sequential drop in net income (assuming Anthropic gains normalize), the market may punish the stock for "disappointing" earnings. Short GOOGL ahead of Q2 earnings to profit from the expected negative surprise as the artificial boost fades. Core business could beat expectations and offset the investment gain reversal; the market may already discount the one-time nature; regulatory or AI breakthroughs could lift sentiment.
$15B of Google's record net income came from Anthropic stock gains, which are non-recurring and volatile. When Q2 reporting shows a $13B+ sequential drop in net income (assuming Anthropic gains normalize), the market may punish the stock for "disappointing" earnings. Short GOOGL ahead of Q2 earnings to profit from the expected negative surprise as the artificial boost fades. Core business could beat expectations and offset the investment gain reversal; the market may already discount the one-time nature; regulatory or AI breakthroughs could lift sentiment.
AI/Semi
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u/Hug_LesBosons has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: GOOGL.
