Ok, so $GOOG beats every measure, and absolutely destroys EPS expectations. $9.11 vs. $2.89???
Yet market is so fixated on capex right now, that a slight increase vs. expectations causes stock to go down after hours. Ok
$GOOG Q2 EARNINGS:
• Revenue $119.8B vs Est. $116.9B
• EPS $9.11 vs. Est. $2.89
• Operating Income $40.8B vs Est. $40.4B
• Cloud Revenue $24.8B vs Est. $22.4B
• CapEx $44.9B vs Est. $44.2B
At some point I’ll show mercy, but that day is not today.
$SNAP
Rick Abell retweeted
BREAKING: @lindayaX is stepping down as CEO of @X one day after @grok spewed antisemitic content across the platform. Story for @ADWEEK: adweek.com/media/linda-yacca…
Can I trust this media? A mental checklist:
Video:
-Was it posted before ~May 2025? Yes, I can trust it ✅
-Was it posted from May 2025-Dec 2025? Maybe I can trust it 🤔
-Was it posted 2026+? ❌
Image:
-Was it posted before 2022? Trust ✅
-2022-2024: Scrutinize 🤔
-2025: ❌
Google: we’re increasing your Workspace price. It’s due to “significant AI value.”
If anyone has seen this significant AI value, would they mind pointing me towards it?
Big company buys adtech platform.
Big company sunsets adtech platform.
Tale as old as time. Not some statement about the death of the open web or adtech.
Haven’t seen this prompt before.
Previous belief was “trust the algorithm above everything,” so this is an interesting vibe shift.
You know it wouldn’t be a $SNAP earnings report without…
He’s probably moved a few more ppl into the “hate him” camp since this last post. But now we see the AI training data beginning to fold under xAI.
Huge moat potential, add in Tesla bots too at some point.
Big q: Will his political meddling kill it all before he pulls it off?
Replying to @mixmasterrick
Love him or hate him: Elon Musk.
Land: Tesla. 3B+ mi of autopilot data on the roads. You can argue FSD has been over-promised, but you can’t argue the data set. Insurmountable lead?
Air: SpaceX, Starlink.
Underground: The Boring Company
Human language: Neuralink, Twitter
Update: 40 minutes later, $META up 5% and at new all time highs lol


















