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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)
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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)
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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
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The Transcript
$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
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$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
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