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Simplifying Stocks, CPA

@FinFluentialx

Simply helping you navigate the financial markets profitably!

 šŸ“ø ā†’
youtube.com/@FinFluentialTV
Joined October 2023
  • Tweets17K
  • Following342
  • Followers13.5K
5.1KMedia
Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)Photo by Simplifying Stocks, CPA (@FinFluentialx)
Canā€™t decide if I should buy $RDDT $UBER $APP or $FICO
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Google Cloud growth, last 5 quarters: 34% 48% 63% 82% 103% $GOOG $GOOGL
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INSANE NUMBERS FROM SAMSUNG
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Google missed EPS estimates by -29% This was largely due to a $9B non-operating lossā€¦ If you adjust for the loss. EPS grew +32% $GOOG $GOOGL
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Both Google and Microsoftā€™s CapEx spend this quarter came in below estimates The dip in capex spending was from a delay in a third-party delivery $GOOG $MSFT
amit (@amitisinvesting) profile pictureamit
@amitisinvesting14h
GOOGLE: - NO CHANGE TO OUR 2026 CAPEX GUIDE OF $205B - WE EXPECT TO SIGNIFICANTLY INCREASE CAPEX IN 2027 - Missed on EPS & Revenue, stock is down 10% for the first time since March $GOOGL
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We got some more colour in the earnings call as to why Google advertising missed revenue: - Lapping tough comps - FX headwinds (biggest driver) - EU deleted its diminus exemption - Bring forward of Fifa world cup Ad spend - Ai overviews not quite at scale $GOOGL $GOOG
Simplifying Stocks, CPA (@FinFluentialx) profile pictureSimplifying Stocks, CPA@FinFluentialx15h
Early signs of ai overviews cannibalising Googleā€™s search business ā€œGoogle Advertisingā€ saw $82.1B this quarter but the street wanted a number closer to $83.5B Alphabetā€™s only real option is to start monetising Ai overviews $GOOG $GOOGL
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Early signs of ai overviews cannibalising Googleā€™s search business ā€œGoogle Advertisingā€ saw $82.1B this quarter but the street wanted a number closer to $83.5B Alphabetā€™s only real option is to start monetising Ai overviews $GOOG $GOOGL
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$LMND is soooo undervalued
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No debt. Perfect weight. 8 hours of sleep. Mental health in check. Clean diet. Zero alcohol. That was my prime era. Me when I I was 10.
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That semiconductor EPS slowdown keeps getting rescheduled
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KOSPI big green
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You canā€™t spell neocloud without Elon
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Anthropic S-1: high bandwidth memory supply may not keep up with demand $MU $SKHY $DRAM
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No tweet from Ed Zitron? šŸ«”
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These Anthropic numbers are very good ex convertibles ā€œCompute & infrastructureā€ fall under the OpEx lines bc Anthropic lease their compute This might be the greatest start up of all time
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For the first 6 months of 2026, Anthropic generated positive free cash flow of $3.4 billion ($3.9 billion of cash flow from operations less $482 million of capex). And stock-based compensation was only $2.2 billion.. So even FCF less SBC was positive.
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$SPCX bought cursor for $60B Cursor contributed ~$608M of revenue in the ~1.5 months since acquisition This comes out to ~$380M MRR, or ~$4.6B ARR So, Elon bought cursor for roughly 13x forward ARR Interesting
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Brutal
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It's just business
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Just walked into a @Nike store Me: Hey looking for some new basketball shoes I used to wear Kobeā€™s whatā€™s similar? Nike: Oh we donā€™t have basketball shoes in the store you have to buy them online. Me: I want to try them on to know they fit that wonā€™t work. Nike: Order online try it on and if it doesnā€™t fit return it in store. Me: Ok thatā€™s not ideal but whatever what shoe do you recommend thatā€™s close to the Kobeā€™s. Nike: We have the Caitlin Clarks. Me: Oh Iā€™m a male Iā€™ll need a menā€™s shoe. Nike: Oh yeah it is a manā€™s shoe we just name our new shoes after WNBA players. Walks out of storeā€¦.stock price makes a lot of sense now $NKE
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