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u/snapjohn

Reddit r/ValueInvesting
· tracked since Mar 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
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Worst Calls
GOOGL long -8.7%
Most Mentioned
GOOGL ×1
Recent Calls
GOOGL long 3 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -8.7% Long Return -8.7% Short Return -
Average Return
7d -4.5%
30d —
90d —
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GOOGL Alphabet... Alphabet Inc. (Class A)
Long
May 30
$380.34
-8.7%
Google competes successfully against six major tech giants while owning YouTube, Maps, cloud, Android, Pixel, Waymo, and leading AI research. The scale and diversity of Google’s moat is rare; at current valuation, it does not fully price in the sum-of-the-parts or future AI monetization. Long GOOGL based on durable competitive advantages and undemanding valuation relative to earnings power. Antitrust rulings, AI commoditization, slower cloud growth, capex overhang.
Google competes successfully against six major tech giants while owning YouTube, Maps, cloud, Android, Pixel, Waymo, and leading AI research. The scale and diversity of Google’s moat is rare; at current valuation, it does not fully price in the sum-of-the-parts or future AI monetization. Long GOOGL based on durable competitive advantages and undemanding valuation relative to earnings power. Antitrust rulings, AI commoditization, slower cloud growth, capex overhang.
AI/Semi
REDDIT
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u/snapjohn has 1 trade idea tracked on Buzzberg across 1 ticker since March 2026. Most covered: GOOGL.