BDC on X
Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.
Friday, July 24
Friday, July 24, 2026
Everything we published on this day.
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BDC on X
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
BDC on X
$SNAP will generate more FCF this year than $GOOGL and maybe more than the hyperscalers combined in the 2H ex MSFT! Just sayin...
BDC on X
Good point here re how OBBB flatters cash flow. $GOOGL https://t.co/MkSPZ5NNOZ
BDC on X
$STIM https://t.co/VyAQNzsKuH
JabroniCoin.USD on X
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
Tesla and SpaceX's Likely Merger, Portfolio Change
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