The Transcript
RT @TheTranscript_: Alphabet CBO: "For FY 2025, our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4, YouTube ads was driven, indeed, by strong growth and direct response." $GOOG $GOOGL https://t.co/oB5gWSIFmX
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Illiquid
At the APE conference to see Terahop. 😂 https://t.co/YF9fFMDHVu
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Jukan
* Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months.

* Reuters: Intel raised prices for server CPUs sold to China by 10%.

* Reuters: AMD said lead times for some of its products have extended to 8–10 weeks.

$AMD $INTC https://t.co/T0i9NrwXNH
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Michael Fritzell (Asian Century Stocks)
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
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App Economy Insights
RT @EconomyApp: $AMZN Amazon Q4 FY25:

• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.

☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
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Javier Blas
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
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The Transcript
RT @TheTranscript_: The Google cash machine

"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO

$GOOG $GOOGL
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Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."

But I guess these morons who have been attacking me all week know better, right. Good luck!

https://t.co/asm6sZ4Q9U
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App Economy Insights
RT @EconomyApp: ☁️ AWS visualized $AMZN https://t.co/FPXOK45UZK
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Jukan
Boston Dynamics' Atlas, Hyundai's humanoid robot, got roasted for its awkward backflip less than a month ago, and now it's showing insanely improved moves!🤯 https://t.co/QlwzcpT8By
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Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."

But I guess these morons who have been attacking me all week know better, right. Good luck

https://t.co/5EMVuqgizR
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