Research & Invest
@R_and_Invest
Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
No advice. No recommendation. Do your own due diligence.
Always fun to listen to @elonmusk $TSLA ER Live.. youtube.com/live/pLjG7a-NX…
Nice way to end $GOOGL call.."as we build more of an installed base with GCP, we have very high customer satisfaction. Our churn rates are very low. We are more efficient in the investments needed grow. So seeing all that play out in our margin trajectory, particularly annually
$GOOGL paid clicks growth accelerated to 4% YoY from 2% growth last quarter. @BigBullCap
Rich ppl problems for $GOOGL. Their biggest driver of growth was expense for legal matters which reflected the impact of $1.4 billion charge related to a settlement - with a B! crazy.. Ex-one time $2.43 in EPS.
$GOOGL @sundarpichai said In US, Shorts now earn as much revenue per watch hour as traditional in stream on YouTube. Monthly 980 trillion tokens now (2x in 2 months). Gemini 450 MAUs $250M deals for GCP doubled $1B deals already > last full year Some more crazy metrics - I think…
If you are shorting $GOOGL on this print of higher CAPEX, I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY.
💯 esp $GOOGL GCP grew 32% 400 bps above consensus, and accelerating. YouTube growing 13% -> meanwhile $NFLX grew viewing hours like 1% YoY. Search still the Big D. 17x P/E -> not seen for a company where revs growing 14% at 32% op margin. Issue with Google is it expenses…
$GOOGL the main ones are on 🔥 Google Search & Other Revenue $54.19 billion, +12% y/y, estimate $52.86 billion YouTube ads revenue $9.80 billion, +13% y/y, estimate $9.56 billion Google Subscriptions, Platforms and Devices Revenue $11.20 billion, +20% y/y, estimate $10.79…
If you are shorting $GOOGL on this print of higher CAPEX, I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY.
$Now tonight
#SaaS Earnings It will be kicked off by $NOW Streets expecting $3.1B revs $1.1B EBITDA and EPS of $4.05 Fwd expectations: Revs $3,1B EBITDA $1B EPS $3.50
$GOOGL $TSLA tonight.
2Q25 Earnings coming up. $GOOGL $TSLA 7/23 PM 2Q25 Street is expecting Revs/EBITDA/EPS $TSLA: $22.9B/ $2.8B/ $0.43 (expectations are one of their worst deliveries, revs and margins quarter) $GOOGL: $93.8B/ $41.9B/ $2.34 (this includes April when everything stopped)
$GOOGL My big boy is red so far into ER. Hope we rip AH, if not we live to fight an other day!
$GOOGL while street is looking for a 1.5%-2% beat in growth, remember April month was filled with massive uncertainty related to Tariffs. if 1/3rd of a quarter is going to be impacted, then its not fair to value a business LT on the basis of a quarter that includes April
20-year auction gets Santelli's A+ WOW. $GOOGL $META $QQQ $TSLA $MSFT $AAPL might 🧨🚀
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$UNHG just came out today... its 2x daily long $UNH... my reaction...
$FCX posted decent results but quiet surprising that realized price was only up 6 cents/lb YoY. If you see the old debt filled FCX (earlier tweet), this EBITDA and BS is to die for. Copper prices are running around $5.60. Realized prices are around $4.60. $1 is ~$4B higher…
$FCX Thinking out loud on 25%-35% tariffs on copper. FCX does 4 Billion lbs of copper sales per year. Net cash cost is $2/lb but could be lower or higher as Gold is the by product they remove from Copper costs. Higher gold price = good for FCX/lowers COGS. Since 2015, the co…
$FCX Thinking out loud on 25%-35% tariffs on copper. FCX does 4 Billion lbs of copper sales per year. Net cash cost is $2/lb but could be lower or higher as Gold is the by product they remove from Copper costs. Higher gold price = good for FCX/lowers COGS. Since 2015, the co…
Eventually we will have wireless charging and 5-10 mins charging. I am wondering if $Tsla will just get into the food (& food delivery) business once we won’t need 30 mins charging
$TSLA Tesla's Diner in L.A. is reported to have $47k in sales within 6-hours of opening. That's 30% higher than daily sales at nearby McDonald's. In addition to food, Tesla Diner can earn goods such as Optimus figures and supercharged charges.
I didn’t realize McGraw Hill is not public. Looking to do more work on FIG but having used Gemini for kids, I cannot see myself ever using $Adbe or $Fig
someone is expecting Sundar to DELIVER tomorrow $210 9/19 calls… is everyone ready 🥶 THIS IS A BIG ONE TOMORROW i have been using AI-overviews more than any other LLM I think Google will try to frame the future as AI native & personalized, just need strong growth $GOOGL
Someone bought $20,000,000 worth of $GOOGL 210 calls today Earning after the close tomorrow 👀
More inflation
PBoC Injects 150.5B Yuan Through 7-Day Reverse Repos At 1.40% Unchanged - Drains Net 369.6B Yuan At Open Market Operations - Fixes USDCNY Ref. Rate At 7.1414 (prev fix 7.1460; prev close 7.1695)