Googl down 10% from ATH. Is it a good time to buy some more?
u/mojolakota ·
Reddit — r/stocks
· June 02, 2026 at 12:41
· ⬆ 98 pts
· 💬 97 comments
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Summary
The post discusses Alphabet (GOOGL) being down ~10% from its all-time high, with the author questioning whether the dip is a buying opportunity given the company's massive $80B capital raise for AI infrastructure and Berkshire Hathaway’s $10B investment at ~$350/share.
The author’s thesis is mixed: they see potential upside from unprecedented AI demand showing up in Q2 earnings, but acknowledge the stock may remain under pressure from dilution and negative sentiment until earnings are released.
Quality assessment: Speculative near-term trading chatter with some factual context (capital raise, Berkshire stake), but lacks deep fundamental or valuation analysis. More noise than researched DD.
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Will Alphabet's Q2 earnings be crazy again? They are raising 80 billion to meet unprecedented customer demand for AI infrastructure, and Berkshire Hathaway just invested 10 billion at around 350 per share.
I am seeing a lot of chatter about why raising capital through new stock issuance is a bad move. However, if they had raised it through debt instead, the market likely would have hated that too. Sentiment has definitely shifted, and the stock is now officially in correction territory.
The wall of worry is back, and we might be stuck in this pattern until the next earnings report. Because of this, it is unclear whether this is a solid opportunity to buy the dip or if the stock will just keep dipping.
What are your thoughts on the sentiment right now? How do you think this unprecedented demand will actually show up in Q2 earnings? If they massively beat Wall Street estimates, could this be a great opportunity to load up on more shares?
Alphabet is raising $80B to meet AI infrastructure demand; Berkshire Hathaway bought $10B at ~$350/share. The stock is in correction territory, and a massive Q2 beat due to AI spend could trigger a rally, but dilution near-term caps upside. A tactical "watch" — not a clear long entry yet, but the long-term thesis is intact if the dip stabilizes. Further dilution pressure from the new share offering; market may punish the stock if Q2 revenue doesn’t justify the capex; broader tech sell-off.