"In bear markets, stocks return to their rightful owners." - J.P. Morgan

Mars
Joined December 2010
Elon❤️❤️❤️ $SPCX $TSLA
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$MSFT Microsoft Q1 FY27 (Sep. quarter): ☁️ Azure +48% Y/Y. • Revenue +19% Y/Y to $92.3B ($1.5B beat). • Gross margin 68% (-1pp Y/Y) • Operating margin 50% (+1pp Y/Y). • Adjusted EPS $4.89 ($0.17 beat).
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☁️ Google Cloud stays off the charts.
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🚨Alphabet's $GOOGL Free Cash Flow is turning NEGATIVE! After consistently generating billions in quarterly free cash flow, Google reported: Q1 2026: $10.1B Q2 2026: -$5.9B Q3 2026: -$9.1B
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$GOOGL Q3 visualized: • Revenue: $127.6B (+25% YoY) • Gross profit: $76.2B (+25% YoY) • Cost of sales: $51.4B (+24% YoY) • Net income: $26.2B (-25% YoY) Revenue streams: • Search: $63.4B (+12% YoY) • Google Cloud: $30.7B (+103% YoY) • Other: $19.2B • Subscriptions: $14.3B (+11% YoY)
$GOOGL Q3 2026 earnings: • Revenue: $127.6B vs $128.22B est. (+25% YoY) • EPS: $2.12 • Net income: $26.5B 𝗞𝗲𝘆 𝗺𝗲𝘁𝗿𝗶𝗰𝘀 • Google Cloud Revenue: $30.7B vs $29.15B est. • Search & Other: $63.4B vs $64.99B est. • YouTube Ads: $11.2B
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dansolovei retweeted
Google advertising revenue $82.01 billion, estimate $83.57 billion AI starting to really cannibalize search and ads.
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dansolovei retweeted
Tomorrow on Cheeky Pint: @sama of @OpenAI
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dansolovei retweeted
We're redefining the SDLC for the agentic era. Lots of GitHub updates this morning at Universe: • GitHub Copilot Fusion delivers frontier-level quality, 40% faster and at up to 77% lower cost • Our unified Copilot harness is now in Foundry, a managed service for building long-running agents that reason, use tools, and get work done • Copilot Projects gives you an orchestration loop to build with multiple agents across repos And we’re expanding capacity and strengthening GitHub’s architecture to make the home of agentic development more resilient.
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dansolovei retweeted
Google Cloud is now growing 103% YoY. Wow... $GOOGL $GOOG
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Google Q3 Results Search +12% Cloud +103% Subscriptions, Platforms, & Devices +11% YouTube Ads +9% Network +1% Other Bets +8% $GOOGL
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dansolovei retweeted
Google Cloud is now on a $123 billion annual run rate. Growing more than 100% YoY. Outrageous growth at scale. $GOOG $GOOGL
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dansolovei retweeted
ServiceNow reported 10% gross profit growth in Q3, marking its slowest growth rate on record. Shares are down 15% after hours. $NOW
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Microsoft Q1 Results Azure +48% Microsoft 365 Cloud +17% Productivity & Server Licensing -3% Search & Advertising +10% XBOX -2% Industry Solutions +9% Windows OEM & Devices -22% Frontier & Support +4% $MSFT
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dansolovei retweeted
$GOOG now down 8% in after hours. The issue is slowing search growth.
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dansolovei retweeted
$GOOGL Cloud reporting triple-digit revenue growth while already running at ~$120B annually is absolutely insane. And with $ORCL, Anthropic and OpenAI all turning to its TPUs it shows how much the company can benefit from the AI spending boom regardless of whose model wins.
$GOOGL Q3 EARNINGS • Revenue $127.6B vs Est. $127.9B • EPS $2.12 vs. Est. $3.01 • Operating Income $40.6B vs Est. $43.2B • Cloud Revenue $30.7B vs Est. $29.1B • CapEx $51.4B vs Est. $55.8B
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dansolovei retweeted
#BREAKING: Dozens of House Democrats abandon Ilhan Omar amid immigration probe.
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I am releasing my full documentary on the riots in Paris. I spoke to the rioters themselves and you'll be able to see how they rationalize their crimes. In this video you'll hear from rioters that they want to smash everything because the gas prices are too high. You'll hear the rioters say that they are going to "f*ck Marine Le Pen, that wh*re." You'll hear from others that they just want to loot the big businesses. Either way, it was nothing but people encouraging their countrymen to destroy what others have created so they can be "seen." This was continuously covered and is still is covered as a student protest. It's a lie through omission, yes it may have started that way but the people I spoke to were not interested in better textbooks, they were interested in burning down Paris until they get what they want which they say is a lower cost of living. My message back to America is this: you would be naive to think this is not what is coming next for us. Yes we had riots in 2020 for a very different reason, no individual action spurred the riots I saw here, this is just the rise of communism, islam, and decades of unvetted mass migration that is now turning violent. Paris is one of the most beautiful cities I have ever been to and it's heart wrenching to see the tidal wave that has finally hit it. The best way to support my reporting is by subscribing on X.
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dansolovei retweeted
Anthropic has big ambitions for biotech and disease cures. Their latest moves show that ambition. This is the start of frontier labs running their own drug programs.
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Leo Vulcan 1 (LV-01) update: Our first mission on @ulalaunch's Vulcan rocket is set for Friday, Nov. 13, pending range approval. All 40 Leo satellites—our largest payload to date—have been integrated with Vulcan inside Amazon's vertical integration facility (VIF-A) at the Cape, and teams are working through final processing ahead of launch from SLC-41. Follow along with upcoming Leo missions: spr.ly/6015BHly5U
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dansolovei retweeted
No bueno 😬 The newly expanded Houston geofence won't let riders set a pickup or dropoff pin in a lot of areas that sit inside the new rocket-shaped polygon Riders are now wondering whether the drawn geofence is actually the usable service area Not a great first impression if someone downloads the app and finds out they can't go where they want ✍️
Another thing. Often AV service area maps advertised are kind of fake- they don’t actually go to everywhere in the polygon the provider publishes. Robotaxi Houston is probably by far the most egregious ‘fake’ AV service area I’ve seen I get they were doing it so they could get the starship shape but again this is another poor experience point
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