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The Transcript
Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
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Big Tech capex:
$MSFT $GOOG $GOOGL $META $AAPL $AMZN https://t.co/fkuhyHUJcv
Capex guided up in FY 26:
$AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026."
$GOOGL CEO: "Our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$META CEO: "We anticipate 2026 capex.. to be in the range of $115-135B" tweet
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Fiscal.ai
"With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, & low earth orbit satellites, we expect to invest about $200B in CapEx across Amazon in 2026, and anticipate strong long-term return on invested capital.”
$AMZN https://t.co/hmuOV6mdwJ
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"With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, & low earth orbit satellites, we expect to invest about $200B in CapEx across Amazon in 2026, and anticipate strong long-term return on invested capital.”
$AMZN https://t.co/hmuOV6mdwJ
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The Transcript
Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing."
$BE: +11% AH https://t.co/vkswJwrO7t
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Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing."
$BE: +11% AH https://t.co/vkswJwrO7t
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The Transcript
Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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The Transcript
Atlassian: "We plan to accelerate the pace of share repurchases in H2 relative to H1....To further underscore their conviction in our massive long-term growth opportunities, the founders will pause their selling plans that have been in place since the IPO" $TEAM https://t.co/P5DsPTbwRW
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Atlassian: "We plan to accelerate the pace of share repurchases in H2 relative to H1....To further underscore their conviction in our massive long-term growth opportunities, the founders will pause their selling plans that have been in place since the IPO" $TEAM https://t.co/P5DsPTbwRW
Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc tweet
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The Transcript
Doximity CEO: "We’re proud to deliver another quarter of strong profits and record engagement."
$DOCS: -33% AH https://t.co/hoWd0Upi8Z
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Doximity CEO: "We’re proud to deliver another quarter of strong profits and record engagement."
$DOCS: -33% AH https://t.co/hoWd0Upi8Z
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Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure “prediction engines,” but as fill collectors embedded inside the financial systems:
“As it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings — they’re toll collectors in these industries… 𝙄 𝙙𝙤𝙣’𝙩 𝙨𝙚𝙚 𝙖𝙣𝙮 𝙙𝙞𝙨𝙥𝙡𝙖𝙘𝙚𝙢𝙚𝙣𝙩 simply because there’s an AI model that can calculate the credit decision five percentage points better. 𝙄𝙩’𝙨 𝙣𝙤𝙩 𝙟𝙪𝙨𝙩 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣𝙨 — 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙖 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝙚𝙛𝙛𝙚𝙘𝙩 𝙖𝙣𝙙 𝙖 𝙫𝙖𝙡𝙪𝙚 𝙩𝙤 𝙩𝙝𝙤𝙨𝙚 𝙧𝙖𝙩𝙞𝙣𝙜𝙨 𝙩𝙝𝙖𝙩 𝙜𝙤𝙚𝙨 𝙛𝙖𝙧 𝙗𝙚𝙮𝙤𝙣𝙙 𝙩𝙝𝙖𝙩.”
___
These platforms benefit from:
• Deep network effects
• Regulatory & institutional embedment
• Industry standardization
• Decades of historical continuity
A bank doesn’t use $FICO simply because it’s the best mathematical model.
It uses $FICO because it’s the common language of credit — across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets don’t rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a “better” rating for free, issuers would still face higher borrowing costs 𝘪𝘧 the market doesn’t recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
tweet
RT @DimitryNakhla: Dev Kantesaria on AI risk as it relates to $FICO $SPGI & $MCO
Dev frames these businesses not as pure “prediction engines,” but as fill collectors embedded inside the financial systems:
“As it relates to displacement of things like $FICO scores, $MCO ratings, and $SPGI ratings — they’re toll collectors in these industries… 𝙄 𝙙𝙤𝙣’𝙩 𝙨𝙚𝙚 𝙖𝙣𝙮 𝙙𝙞𝙨𝙥𝙡𝙖𝙘𝙚𝙢𝙚𝙣𝙩 simply because there’s an AI model that can calculate the credit decision five percentage points better. 𝙄𝙩’𝙨 𝙣𝙤𝙩 𝙟𝙪𝙨𝙩 𝙖𝙗𝙤𝙪𝙩 𝙩𝙝𝙚 𝙥𝙧𝙚𝙙𝙞𝙘𝙩𝙞𝙤𝙣𝙨 — 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙖 𝙣𝙚𝙩𝙬𝙤𝙧𝙠 𝙚𝙛𝙛𝙚𝙘𝙩 𝙖𝙣𝙙 𝙖 𝙫𝙖𝙡𝙪𝙚 𝙩𝙤 𝙩𝙝𝙤𝙨𝙚 𝙧𝙖𝙩𝙞𝙣𝙜𝙨 𝙩𝙝𝙖𝙩 𝙜𝙤𝙚𝙨 𝙛𝙖𝙧 𝙗𝙚𝙮𝙤𝙣𝙙 𝙩𝙝𝙖𝙩.”
___
These platforms benefit from:
• Deep network effects
• Regulatory & institutional embedment
• Industry standardization
• Decades of historical continuity
A bank doesn’t use $FICO simply because it’s the best mathematical model.
It uses $FICO because it’s the common language of credit — across underwriting, portfolio monitoring, M&A, and securitization.
Likewise, debt markets don’t rely on $SPGI or $MCO solely for accuracy.
They rely on them because their ratings are recognized, trusted, and priced into capital markets globally.
Dev makes an important point:
Even if someone offered a “better” rating for free, issuers would still face higher borrowing costs 𝘪𝘧 the market doesn’t recognize that rating as equivalent.
___
Video: Grants Interest Rate Observer | Growth and Profitability (11/20/2024)
tweet
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The Transcript
$AMZN CEO with the usual reminder on AWS growth
"As a reminder, it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors." https://t.co/8mN6kgdvpz
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$AMZN CEO with the usual reminder on AWS growth
"As a reminder, it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base, which is the case with our competitors." https://t.co/8mN6kgdvpz
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8 tweet
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Wasteland Capital
$AMZN $200bn in capex (vs $141bn exp), A NEW WORLD RECORD! 😳 The rest pretty good. Revs accel to +14% (FX), US +10%, AWS +24% (vs +18% in Q3, nice!), Ads +22%. Great, but behind other Mag 7. Margin strong, noisy. EPS +5%. Guide in line. Kinda lacks wow factor. At 30x ‘26E P/E. https://t.co/Pno7az4wyK
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$AMZN $200bn in capex (vs $141bn exp), A NEW WORLD RECORD! 😳 The rest pretty good. Revs accel to +14% (FX), US +10%, AWS +24% (vs +18% in Q3, nice!), Ads +22%. Great, but behind other Mag 7. Margin strong, noisy. EPS +5%. Guide in line. Kinda lacks wow factor. At 30x ‘26E P/E. https://t.co/Pno7az4wyK
tweet