The Transcript
RT @TheTranscript_: $AAPL CEO: "...we're in a supply chase mode to meet the very high levels of customer demand. We are currently constrained, and at this point, it's difficult to predict when supply and demand will balance."
tweet
RT @TheTranscript_: $AAPL CEO: "...we're in a supply chase mode to meet the very high levels of customer demand. We are currently constrained, and at this point, it's difficult to predict when supply and demand will balance."
tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: $META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz
tweet
RT @TheTranscript_: $META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz
tweet
Offshore
Photo
The Transcript
Alphabet CEO expects supply constraints to persist to the end of 2026:
"The demand we are seeing across the board, across our services...is exceptionally strong. And so I do expect to go through the year in a supply-constrained way."
$GOOG $GOOGL
tweet
Alphabet CEO expects supply constraints to persist to the end of 2026:
"The demand we are seeing across the board, across our services...is exceptionally strong. And so I do expect to go through the year in a supply-constrained way."
$GOOG $GOOGL
$META CFO: Capacity constraints to persist through 2026:
"We do continue to be capacity constrained....We'll likely still be constrained through much of 2026 until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz tweet
The Transcript
Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
tweet
Alphabet CEO was asked what keeps them awake at night currently:
"I think specifically at this moment, maybe the top question is definitely around compute capacity, all the constraints. Be it power, land, supply chain constraints, how do you ramp up to meet this extraordinary demand for this moment, get our investments right for the long term, and do it all in a way that we are driving efficiencies and doing it in a world-class way"
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
tweet
When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader
$GOOGL $GOOG https://t.co/SCriCMGf7c
tweet
Offshore
Photo
The Few Bets That Matter
$GOOG delivers killer earnings and still closes red.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy0GAk
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEiGz7
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSq4cp
tweet
$GOOG delivers killer earnings and still closes red.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy0GAk
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEiGz7
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSq4cp
https://t.co/zE9lGv4sJw tweet
Offshore
Photo
The Few Bets That Matter
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
tweet
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
https://t.co/zE9lGv4sJw tweet
Offshore
Photo
Illiquid
Big time. +13% AH
tweet
Big time. +13% AH
$SITM
and now updated with guidance
4/ https://t.co/S2lFvqBj5d tweet
Offshore
Video
God of Prompt
RT @godofprompt: The best AI company ad I’ve seen
tweet
RT @godofprompt: The best AI company ad I’ve seen
Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT tweet