Quiver Quantitative
JUST IN: 86 members of Congress have now signed Thomas Massie's discharge petition to force the release of the full Epstein files.

This includes four Republicans (Mace, Boebert, Greene, and Massie)

218 signatures are needed.
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naiive
crypto guys problem in 2026
https://t.co/bgshohbnTP
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Reactions Videos
White Druski spitting hill billy you ain’t lost is you /// reaction meme https://t.co/3dvBdRvz2U
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A quality valuation analysis on $GOOG 🧘🏽‍♂️

•NTM P/E Ratio: 21.03x
•10-Year Mean: 23.08x

•NTM FCF Yield: 2.93%
•10-Year Mean: 4.17%

As you can see, $GOOG appears to be trading below fair value on an earnings basis

Going forward, investors can receive ~10% MORE in earnings per share & ~30% LESS in FCF per share 🧠***

Before we get into valuation, let’s take a look at why $GOOG is a great business

BALANCE SHEET✅
•Cash & Short-Term Inv: $95.15B
•Long-Term Debt: $23.61B

$GOOG has a strong balance sheet, an AA+ S&P Credit Rating & 332x FFO Interest Coverage

RETURN ON CAPITAL✅
•2020: 16.2%
•2021: 27.6%
•2022: 26.1%
•2023: 26.9%
•2024: 32.3%
•LTM: 30.4%

RETURN ON EQUITY✅
•2020: 19.0%
•2021: 32.1%
•2022: 23.6%
•2023: 27.4%
•2024: 32.9%
•LTM: 34.8%

$GOOG has strong return metrics, highlighting the financial efficiency of the business

REVENUES✅
•2014: $66.00B
•2024: $350.02B
•CAGR: 18.16%

FREE CASH FLOW✅
•2014: $12.01B
•2024: $72.76B
•CAGR: 19.73%

NORMALIZED EPS✅
•2014: $1.28
•2024: $8.04
•CAGR: 20.17%

SHARE BUYBACKS✅
•2018 Shares Outstanding: 14.07B
•LTM Shares Outstanding: 12.31B

By reducing its shares outstanding ~12.5%, $GOOG increased its EPS by ~14.3% (assuming 0 growth)

MARGINS✅
•LTM Gross Margins: 58.2%
•LTM Operating Margins: 33.2%
•LTM Net Income Margins: 31.1%

***NOW TO VALUATION 🧠

As stated above, investors can expect to receive ~10% MORE in EPS & ~30% LESS in FCF per share

Using Benjamin Graham’s 2G rule of thumb, $GOOG has to grow earnings at a 10.52% CAGR over the next several years to justify its valuation

Today, analysts anticipate 2025 - 2028 EPS growth over the next few years to be more than the (10.52%) required growth rate:

2025E: $9.93 (23.5% YoY) *FY Dec

2026E: $10.65 (7.2% YoY)
2027E: $12.00 (12.6% YoY)
2028E: $13.97 (16.4% YoY)

$GOOG has an excellent track record of meeting analyst estimates ~2 years out, but let’s assume $GOOG ends 2028 with $13.97 in EPS & see its CAGR potential assuming different multiples

23x P/E: $321.31💵 … ~14.1% CAGR

22x P/E: $307.34💵 … ~12.6% CAGR

21x P/E: $293.37💵 … ~11.0% CAGR

20x P/E: $279.40💵 … ~9.4% CAGR

19x P/E: $265.43💵 … ~7.8% CAGR

As you can see, $GOOG appears to have attractive return potential IF we assume >21x earnings (a multiple below its 5-year & 10-year mean & a multiple justified by its growth rate & moat)

At >23x, $GOOG has aggressive CAGR potential & it’s not unreasonable for the business to even trade for ~23x - ~25x (given its growth rate, moat, balance sheet, & exemplary capital allocation)

Today at $209💵 $GOOG appears to be a good consideration for investment, albeit with a much smaller margin of safety compared to the last several months

Between cloud ☁️ , AI 🤖 , quantum computing ⚛️, $GOOG has a strong growth runway ahead, with the potential for continued margin expansion serving as an additional tailwind

$GOOGL
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. tweet

Simplifying Stocks, CPA
Wifey who is 50% in $GOOGL https://t.co/q07ptHUgCA

BREAKING ⚠️

JUDGE RULES GOOGLE NOT REQUIRED TO END PAYMENTS TO APPLE AND OTHER PARTNERS FOR PRELOADING GOOGLE PRODUCTS.

GOOGLE NOT REQUIRED TO SELL CHROME IN COURT ANTITRUST RULING.

JUDGE RULES GOOGLE WILL NOT HAVE TO SELL OFF THE ANDROID OPERATING SYSTEM.

$GOOGL +8% https://t.co/77Wnprff2I - Simplifying Stocks, CPA
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Evan
RT @StockMKTNewz: STARBUCKS $SBUX TO LAUNCH PROTEIN-PACKED COLD FOAM, LATTES LATER THIS MONTH

"Customers who add Starbucks’ protein cold foam to their grande beverages can expect about 19 to 26 grams of protein, while the chain’s grande-sized protein latte delivers 27 to 36 grams of protein" - CNBC
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Aadit Sheth
This guy literally proves you don’t need coding to build apps anymore
https://t.co/U7h7jPG3QM
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Iqra Saifi
Veo-3 fast on Flow 🎤

"High-Fashion Music Video",
"duration_seconds": 8,
"parameters": {
"style": "hyper-realistic, cinematic, high-fashion music video, alluring, sensual, vibrant, slick",
"camera": {
"type": "Arri Alexa LF with Signature Prime lens",
"lens": "40mm T1.8",
"movement": "A fluid Steadicam shot that orbits the model, starting with a close-up on her face and pulling back to reveal her full body and dance moves. It includes a slow, subtle push-in towards the end to heighten intimacy.",
"focus": "Shallow depth of field, keeping the focus locked on the model's eyes. The background is a soft, artistic blur of lights and color."
},
"lighting": {
"main": "A large, soft key light (softbox) slightly off-camera, creating a flattering, glamorous light on the model's face and figure.",
"fill": "Subtle fill light from the opposite side to soften any remaining shadows.",
"effects": "Volumetric haze in the air to catch the light. A background of programmable LED screens displaying abstract, flowing gradients of neon pink, purple, and cyan. A soft, warm rim light traces her silhouette."
},
"scene_description": {
"setting": "A sleek, dark studio with a polished black floor that reflects the model and the background lights. The background is dominated by large, curved LED walls.",
"time_of_day": "Controlled studio lighting.",
"elements": [
{
"type": "model",
"description": "A breathtakingly beautiful female model with a powerful, confident aura and an athletic, curvaceous physique. Her presence is magnetic and intensely captivating. She is singing directly to the camera, her expression shifting between playful smirks and intense, soulful gazes.",
"attire": "A daring, high-fashion liquid silver dress with a thigh-high slit and a plunging neckline. The fabric clings to her form like a second skin, shimmering and catching the light with every subtle movement. Paired with minimalist, strappy high heels. Her hair is styled in glamorous, loose waves, and her makeup is bold and flawless, with a glossy lip and smoky eyes."
}
]
},
"action_sequence": [
{
"time": "0.0s",
"action": "Extreme close-up on the model's lips as she begins to sing."
},
{
"time": "1.5s",
"action": "The camera pulls back slightly to frame her face. She makes direct eye contact with the lens, winking playfully."
},
{
"time": "3.0s",
"action": "The Steadicam begins to orbit as she transitions into a slow, mesmerizing body roll. The liquid silver dress ripples around her."
},
{
"time": "5.0s",
"action": "The camera captures a full-body shot as she executes a powerful and graceful spin. The slit in her dress reveals a flash of her leg as the LED background shifts colors."
},
{
"time": "7.0s",
"action": "The camera starts to push back in, returning to a medium close-up. She holds a pose and delivers the final line of the lyric with a sultry, confident expression."
},
{
"time": "8.0s",
"action": "The shot ends on her holding the intense gaze, a slight, knowing smile on her lips."
}
],
"audio": {
"main_track": "A modern, upbeat pop/R&B track with a strong bassline, slick synth melodies, and a catchy vocal hook. The model's singing is perfectly synced, clear, and professional."
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Riley Brown
RT @rileybrown_ai: We are building the fastest growing vibe coding app on mobile.

I think lovable is on the right track with this, and we are building something similar for @vibecodeapp, also with payments.

People want to make money with the apps they vibecode.

Some people are already making money.

Expect to see it ALOT more as we approach the end of the year.

Also @vibecodeapp is free right now in case you missed it.

We're building a backend directly into Lovable – so you can handle auth, databases, and backend logic all without leaving Lovable.

Want early access? - Kristian Kyvik
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