Alphabet 2Q'26: Google Cloud is On Cloud Nine
Alphabet’s 2Q’26 revenue rose 24% to $119.8 billion as Google Cloud grew 82% and tripled operating income, while heavy investment drove…
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814 articles about companies over $10B
BDC on X
So is $GOOGL going to tap their ATM now? Or wait for it to go lower?
PAA Research on X
To me, $GOOG faces a "red queen scenario" or a "pyrrhic victory". For the moment, it appears I'm not the only one that shares that sentiment. 13% paid click growth was solid in 2Q26, but CPC slowed to 3% YOY. Not a huge deal, but warrants close attention. I still think we see massive deceleration on paid clicks. Then what?
BDC on X
Ok so $GOOGL beat on every KPI that they told you mattered for the print. And yet the stock is off 6% and nuking the market with it. This is bad for the AI cycle for two reasons: 1. Credit markets were already revolting vs hyperscalers capex spend. 2. Now if equity markets revolt too - where does the funding come from? Either CEO's like Sundar who get paid 10s of millions / year need to make an actual attempt to quantify expected CASH ROIC to the market OR markets might just say they've had enough...we see the $ out the door and have no line of sight as to when it comes back in. We selling. @ajassy take note.
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
Timyan Bank Alert on X
$FCNCA $SBNC HT @bankinvesting https://t.co/3nOgjdlsG8
Ian Bezek on X
@SowingAlphaSeed @orrdavid Number 3 is an excellent point. I own a bunch of zero duration bonds, rather than TIPS. Aiming for maximum price appreciation during the next recession/return to ZIRP. $EDV (or $TLT) was much more monetizable than long-term TIPS in March 2020 when you needed liquidity most. https://t.co/RHEWLObo4J
BDC on X
@LogicalThesis Market might sell $AMZN some here. But the distinction that should be made is that a massive amount of $GOOGL's capex is funding internal compute needs. The majority of AMZN's capex is for external.
Broken Moats on X
$ROL ugly quarter, hate when the call is the following day (same with $MEDP) but as much as Ive beat it up on valuation over the past few years it finally starts to enter the interesting zone under $35. demographic trends to TX and the SE favor increased pest control over time, recurring service, start pushing 15-18x in the low 30s Research considerations - would be curious to see how increased PE movement into the space in different markets continues to impact density and lead generation and pricing as well as m&a opportunities before pulling the trigger here. Not a luxury but an essential service in my neck of the woods.
BDC on X
Ok so $GOOGL says: -capex materially higher -Q3 cloud margins lower due to 3P capacity used at higher cost -search revs to slow on tougher comp -ambiguous word salad wrt to capex ROIC -ATM not used yet (maybe that's a mistake?) -No buyback in the Q
BDC on X
Sundar on ROIC: "It's very early" "still supply constrained" "multi year view" That should help everyone understand $googl
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
PAA Research on X
$CB with some pretty chilling, but not entirely commentary on pricing on commercial property lines as the market continues to soften: Pricing on new biz or renewals (-12%) Pricing on the biz they chose not to renew or rejected (-40%) YOY! Otherwise, $CB was brutally honest about the softening across the marketplace in casualty lines and E&S in general. With MGA's flooding the market, this isn't a dynamic that changes overnight. Probably not a great market environment for our friends at $KNSL. Do bulls understand what they own?
[$UBER] Uber Technologies
Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…
Raging Capital Ventures on X
@gamesblazer06 I’m short $CAT and $GEV
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
JabroniCoin.USD on X
The basin isn’t that deep. Bullish $EQT. Low investment + LNG + datacenter demand = convexity https://t.co/USzDD8u9uB
Thoughts on Markets, July 2026
Meta’s planned cloud business and Moonshot AI’s Kimi K3 revived doubts over AI compute scarcity, driving chip stocks lower and exposing S&P…
mavix on X
I just published my Earnings Update about the Q2 2026 results of Evolution $EVO $EVVTY https://t.co/O2CGJCWGJK
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
Raging Capital Ventures on X
@NickNemo17 I own it in size, yes. Like $WBD a year ago
BDC on X
Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8
BDC on X
I've been as skeptical of the semi hype/froth as any of the bears - but also open minded as per our process. We've largely avoided material positions on the long side in the space, with the exception of some trades here and there and some 2nd/3rd order beneficiaries that we identified early-ish. Also short $SOXX in decent size. But that said, and sticking with the open-minded process - it's pretty rare to see gaps between fwd EPS estimates and stock price as wide as what is visible in $SNDK here:
