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While @HowardStern and @jonhein were sharing their feelings about the #GameOfThrones finale, it seems @robertAbooey's mind may have been on something else ...
Absolutely can NOT believe ppl don't trade earnings. Most of what I do trading is around earnings. Often times you get an entire quarter's volatility all within an hour or so. It's beautiful 🤌🏼
Heardt Dat. 💯 I however am at about 25% cash, even after reentering $goog small starter amount first time just now.
Izzy retweeted
$GOOGL Cloud CEO Thomas Kurian says Apple is “scaling pre-training of their foundation models on the latest generation of TPUs.”
Google says nearly 100 customers now use its TPUs.
Izzy retweeted
$GOOGL is expanding AI Mode ads internationally for the first time, with multi-turn ads coming to the U.S.
Google says most AI Mode queries are incremental, opening new monetization opportunities.
Sponsored and organic product listings already have similar CTRs in AI Mode.
Izzy retweeted
Google misses Search & Ads revenue by ~ $1.5B. These misses will get worse. Keep in mind, Search & Ads are still the primary business. No one clicks blue links anymore. Moreover, the exponential rise in use of agentic AI poses a deeper threat: AI agents don't watch ads. $GOOGL
Izzy retweeted
Today, Jushi Holdings reported $70.5 million in revenue for the third quarter of 2026, a 7% increase from the same period last year, with wholesale marijuana sales surging 40%. themarijuanaherald.com/2026/…
Microsoft $MSFT +4% on a strong Azure beat and CapEx coming in well below expectations.
Azure Growth: +48% YoY vs. +44.7% est.
CapEx: $39.4B vs. $46.6B est.
Izzy retweeted
$GOOG Alphabet Q3 FY26:
• Revenue +25% Y/Y to $127.6B ($0.3B miss).
• Operating margin 32% (+1pp Y/Y).
☁️ Google Cloud:
• Revenue +106% Y/Y to $30.7B
• Operating margin 36% (+23pp Y/Y).
🔎 Search +12% Y/Y to $63.4B.
Izzy retweeted
ALPHABET $GOOGL Q3’26 EARNINGS HIGHLIGHTS
🔹 EPS: $2.12
🔹 Revenue: $127.6B (Est. $128.22B) 🔴; +25% YoY
🔹 Google Cloud Revenue: $30.7B (Est. $29.15B) 🟢
🔹 Search & Other: $63.4B (Est. $64.99B) 🔴
🔹 YouTube Ads: $11.2B (Est. $11.4B) 🔴
🔹 CapEx: $51.4B (Est. $55.2B) 🟢
🔹 CapEx to Revenue: ~40.3%
Key Updates:
🔹 Equity Securities: $8.7B net unrealized loss; EPS impact $0.55
Google Services:
🔹 Google Services Revenue: $96.3B (Est. $98.42B) 🔴
🔹 Google Services Oper Income: $39.2B (Est. $40.8B) 🔴
🔹 Google Services Operating Margin: ~40.7%
🔹 Google Advertising: $82.0B (Est. $83.6B) 🔴
🔹 Google Network: $7.5B (Est. $7.2B) 🟢
🔹 Subscriptions, Platforms & Devices: $14.3B (Est. $14.85B) 🔴
Google Cloud:
🔹 Google Cloud Oper Income: $11.1B (Est. $9.75B) 🟢
🔹 Google Cloud Operating Margin: ~36.2%
Other Bets:
🔹 Revenue: $372M
🔹 Operating Loss: -$2.0B
Alphabet-Level Activities:
🔹 Oper Loss: -$7.7B; shared AI research and development expenses
Other Metrics:
🔹 Total Oper Income: $40.6B (Est. $43.23B) 🔴
🔹 Total TAC: $16.4B
🔹 Revenue ex-TAC: ~$111.2B
🔹 Employees: 204,757
🔹 Paid Subscriptions: 150M+
🔹 First-Party Model APIs: nearly 32B tokens per minute
Geographic Revenue:
🔹 U.S.: $67.7B; +39% YoY
🔹 EMEA: $32.7B; +9% YoY
🔹 APAC: $19.9B; +12% YoY
🔹 Other Americas: $7.1B; +17% YoY
Financials:
🔹 Operating Margin: 31.8%
🔹 Net Income: $26.5B
🔹 Other Income, Net: -$8.2B
🔹 Gain on Equity Securities, Net: -$8.7B
🔹 Operating Cash Flow: $42.3B (Est. $52.72B) 🔴
🔹 Free Cash Flow: -$9.1B (Est. -$2.7B) 🔴
🔹 TTM Free Cash Flow: $19.7B
🔹 Cash & Marketable Securities: $265.1B
🔹 Long-Term Debt: $125.1B
Capital Return:
🔹 Dividend: $0.22/share
🔹 Stock Repurchases: $0
CEO Sundar Pichai Commentary:
🔸 “Google Cloud revenues grew 103%, powered by huge demand for our AI infrastructure and AI solutions. We’re also seeing strong demand for our TPU systems across a wide range of customers.”
🔸 “Overall, our first-party model APIs are now processing nearly 32 billion tokens per minute, more than four times what we processed a year ago.”
🔸 “On top of that, the Gemini app has reached one billion users—making it the fastest-growing product in Google’s history—and we surpassed 150 million YouTube Music and Premium subscribers globally, including trials.”
Izzy retweeted
NEW: The Drug Enforcement Administration is preparing to release a list of state-licensed medical cannabis businesses that applied for federal protections in line with the Trump administration's marijuana rescheduling move.
marijuanamoment.net/dea-prep…
Izzy retweeted
FOR THE FIRST TIME IN 45 YEARS THE FOMC IS LOWERING HOW OFTEN IT HOLDS FOMC MEETINGS
STARTING NEXT FALL ONE MEETING A YEAR WILL HAVE NO RATE VOTE AT ALL
BY 2028 ONLY 6 RATE DECISIONS A YEAR TWO MEETINGS WITH NO VOTE
FEWER MEETINGS WILL LEAD TO BIGGER MOVES, MORE UNCERTAINTY & MORE VOLATILITY
Izzy retweeted
Fed Votes 10-2 to Hold Benchmark Rate
Accumulation of More Info Will Help Determine Policy
Cook and Hammack Dissent in Favor of Rate Hike
Izzy retweeted
$TSLA, if I am making a play off support, I want things to be as crushed as possible to know I will likely get even just a short term little bounce to position within.
Looking at my green tea bottle this morning I guess it was the world series last night. I still don't tolerate sports talk, but last night was a bit 🤏🏼 of an exception @StockBully69 @comedypartdeux I don't know who that was talking Brewers but I would tag him too if I did.
