[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@WStreetholics
"โ $GOOGL Key Negatives โ Regulatory & Legal Drag: $XXX B settlement hit G&A; EU DMA fines and multiple antitrust suits loom ๐ Cap-Ex Gusher: Six-month spend $XXXX B (57 % YoY) compresses near-term FCF yield ๐ TAC + Depreciation Up: Cost-of-revenue up XX % on higher TAC/content fees & depreciation ๐ธ Debt Load Rises: Issued $XXXX B USD + XXXX B EUR notes lifting total notes to $XXXX B ๐ Network Ads Still Soft: Google Network revenue dipped X % YoY reflecting partner weakness" @WStreetholics on X 2025-07-27 12:56:23 UTC XXX followers, XX engagements
"โ
$GOOGL Key Positives ๐ Top-Line Re-Acceleration: Consolidated revenue $XXXX B +14 % YoY led by Search (+12 %) and Google Cloud +32 % ๐ง Cloud Profit Engine: Cloud operating income more than doubled (management commentary) with backlog at $XXXXX B55 % to be recognized within XX months ๐น Margin Stability: Operating margin held XX % despite a $XXX B legal charge ๐ฐ Cash-Flow Machine: Three-month OCF $XXXX B; six-month OCF $XXXX Bfueling buybacks and dividends ๐ Capital Returns Soar: Q2 buybacks $XXXX B and dividends $XXX B ๐ฉ AI Cap-Ex for the Win: Cap-ex $XXXX B in Q2accelerating server &" @WStreetholics on X 2025-07-27 12:56:22 UTC XXX followers, XX engagements
"๐ธ $GOOGL Fair Price Target: $XXX (Current Price: $193.18) Valuation Rationale Method: 10-Year DCF + Terminal Value Terminal Growth: XXX % WACC: XXX % TTM FCF: $XXX B (see above) FCF CAGR (25-34): X % Terminal-Year FCF: $XXX B Implied EV: $XXXX T Net Cash: $XX B Diluted Shares 2034: XXXX B Intrinsic Value $220/share Our valuation leans on Alphabets dual engine (ads + cloud) expanding gross profit ( $XX B run-rate) and disciplined buybacks offset by heavy AI cap-ex and regulatory outlays" @WStreetholics on X 2025-07-27 12:56:24 UTC XXX followers, XX engagements
"๐ป๐ Adobe Inc. ( $ADBE ) July 2025 Deep Dive" @WStreetholics on X 2025-07-12 06:22:02 UTC XXX followers, XXX engagements
"Valuation Thread ๐ Alphabet (Google) Q2 FY 2025 Earnings Report ( $GOOGL ) WallStreetholic Sentiment Index on Earnings Report: XXX / XX (Bullish with AI-Cloud Momentum)" @WStreetholics on X 2025-07-27 12:56:21 UTC XXX followers, XX engagements
"๐ $GOOGL Key Metrics ๐ต Diluted EPS: $XXXX (vs $XXXX YoY XX %) ๐ธ TTM Levered Free Cash Flow: $XXX B (est.; LTM OCF $XXX B less cap-ex $XX B extrapolated from 6-mo OCF $XXXX B and cap-ex $XXXX B) ๐ Revenue CAGR (3-Year): XXXX % ๐ WACC: XXX % (mega-cap tech) ๐ฐ Current Stock Price: $XXXXXX (Jul XX 2025 close)" @WStreetholics on X 2025-07-27 12:56:21 UTC XXX followers, XX engagements
"๐ Week Ahead July XX 2025 WallStreetholic Macro Watchlist ๐ Markets are gearing up for one of the most critical weeks of the year with a flood of earnings economic data and central bank decisionsall under the cloud of looming tariff deadlines. United States: High-Stakes Week ๐งพ Trade Negotiations ๐ All eyes on USEU talks as the August 1st tariff deadline looms. Market volatility likely if no resolution emerges. ๐ผ MegaCap Earnings Showdown ๐จ Reporting this week: ๐ฑ Apple ( $AAPL) ๐ง Microsoft ( $MSFT) ๐ Amazon ( $AMZN) ๐ฑ Meta ( $META) โ Boeing ( $BA) ๐ณ Visa ( $V) Mastercard ( $MA) ๐ธ" @WStreetholics on X 2025-07-27 09:52:14 UTC XXX followers, XX engagements
"๐ฎ $GOOGL Overall Opinion: BUY Alphabet is firing on all cylindersSearch YouTube and Cloud are accelerating while AI-driven cap-ex lays the rails for years of monetisation. At $XXX shares offer XX % upside to our $XXX fair value backed by fortress cash flows aggressive capital returns and a widening AI moat. Regulatory turbulence and sustained cap-ex are the chief risks but the risk-reward remains attractive for long-term investors. #GOOGL #GOOG $GOOG #Alphabet #GoogleEarnings #AIInfrastructure #CloudGrowth #AdRevenue #FreeCashFlow #ShareBuybacks #DCFValuation #WallStreetholics" @WStreetholics on X 2025-07-27 12:56:25 UTC XXX followers, XX engagements
"๐ Gold Holds Near $3330 as Risk Sentiment Rises on US-EU Trade Deal ๐๐ WallStreetholic Sentiment Index on Gold: XXX / XX (Neutral to Bearish) ๐ Key Drivers of Golds Pullback: ๐ US-EU Trade Agreement Erodes Safe-Haven Demand A sweeping US-EU deal imposes XX% tariffs on European goods while unlocking hundreds of billions in US-bound investments. Mirrors the framework deal with Japan signaling geopolitical stabilization reducing flight-to-safety behavior. ๐ Gold Prices Hover at $3330/oz After X consecutive losses gold is consolidating as investors rotate into risk assets like equities. ๐" @WStreetholics on X 2025-07-28 04:23:53 UTC XXX followers, XX engagements
"Canada May 2025 Budget Snapshot: Deficit Returns Amid Higher Spending ๐๐ฐ WallStreetholic Sentiment Index on Budget Data: XXX / XX (Cautiously Neutral) ๐ Key Highlights: ๐ป Monthly Deficit: #Canada posted a CAD XXXX billion budget deficit in May 2025 reversing a CAD XXXX billion surplus in May 2024. ๐ #Revenue Growth Flatlines: Revenues rose just CAD XX million (0.0%). Gains in customs duties and pollution pricing were offset by: Declines in corporate income tax Lower GST collections ๐ธ #Spending Surge: Program expenses rose CAD XXX billion (+8.3%) Increases seen across most major" @WStreetholics on X 2025-07-27 09:57:12 UTC XXX followers, XX engagements