GOOGL Eyes Earnings as Reddit Buzzes on Berkshire Stake, SpaceX Gain

Reddit sentiment for
$GOOGL remains positive (0.48) as earnings approach on July 22.
A r/wallstreetbets post argues the SpaceX IPO gain could add $4.50 to GAAP EPS, far above the $2.89 consensus estimate.
A r/stockmarket user called the earnings report more important than Middle East headlines, citing Berkshire Hathaway's $10 billion stake.

Alphabet shares drew outsized retail attention on July 18 as the countdown to Wednesday's earnings report intensified. With a score rank of 4 and 580 comments across Reddit,

$GOOGL was a top discussion topic in r/stockmarket, r/wallstreetbets and r/ValueInvesting. Investors zeroed in on two catalysts: a Berkshire Hathaway equity stake and a massive unrealized gain from the SpaceX IPO.

Earnings Pre‑game: Berkshire Backing and SpaceX Windfall

A post in r/stockmarket argued that GOOG's Wednesday earnings would be more consequential for the broader market than Middle East turmoil. The user noted that Berkshire Hathaway recently added a $10 billion equity stake in

$GOOGL, and that Warren Buffett had publicly regretted not buying sooner. The post drew 260 upvotes and 73 comments, reflecting strong retail engagement.

On r/wallstreetbets, a widely upvoted post (212 upvotes, 199 comments) laid out a bullish thesis centered on the SpaceX IPO. Google owns roughly 5–6% of SpaceX, which went public on June 12 and closed at $170.86 on June 30. The user calculated that Google's stake surged from about $40 billion to $113 billion, and that the resulting gain could add $4.50 to GAAP EPS—far above the consensus $2.89 estimate. Analysts typically exclude such below‑the‑line items, but the post argued that because the asset is now liquid, Alphabet is legally required to report the fair value, potentially producing a headline EPS north of $7.

AI Capex, Competition, and the Value Debate

The AI narrative remained a double‑edged sword. In r/ValueInvesting, a user with an 840‑share long position argued that

$GOOGL is undervalued given its search dominance, YouTube growth, Android ecosystem, and AI infrastructure. The post, which drew 12 upvotes and 62 comments, projected a stock price of $2,300–$2,500 within two years, citing aggressive share buybacks and a lower multiple than peers like Microsoft and Apple.

However, a contrary thread in the same subreddit warned that

$GOOGL is delaying Gemini 3.5 Pro while Chinese competitor Moonshot has released a strong, low‑cost model (Kimi K3). The user argued that there is no moat in AI models, and that hyperscalers like Google and Meta will be forced into an unprofitable race to the bottom. This post earned 5 upvotes but sparked 33 comments, underscoring the divide between bulls and bears.

The bearish case was amplified in r/investing by a post warning that cheap Chinese AI (DeepSeek V4 Flash costing $0.02 versus $2.75 for Anthropic's Claude Fable 5) is already causing companies to shift away from American AI. The post predicted a severe market correction as big tech retrenches, though it received zero upvotes and attracted 39 comments, suggesting the sentiment is not yet broadly shared.

Sentiment and Subreddit Breakdown

Sentiment: 58% bullish, 29% bearish, 13% neutral.

Across subreddits,

$GOOGL sentiment was positive overall (0.48), with r/ValueInvesting showing the most bullish leaning (0.67) and r/investing the most cautious (0.27). r/wallstreetbets contributed 1,494 upvotes and 2,552 comments, driven largely by the SpaceX‑EPS thesis, while r/stockmarket added 1,581 upvotes on the Berkshire narrative.

Top Mentioned Tickers

Live market context for tickers referenced in this article.

#	Symbol	Rank	Comments	Users	Price	Vol	24h	Mrkt Cap.
1	GOOGL	-	-	-	-	-	-	-
2	NVDA	-	-	-	-	-	-	-
3	MSFT	-	-	-	-	-	-	-
4	META	-	-	-	-	-	-	-
5	AMD	-	-	-	-	-	-	-

Updated live

With earnings just days away, the retail conversation reflects a market that is both excited about Alphabet's near‑term earnings power (from SpaceX and Berkshire signals) and wary of long‑term AI competition. The July 22 report will test whether the bullish catalysts can overcome the structural concerns.

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