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@R_and_Invest "$GOOGL @sundarpichai said In US Shorts now earn as much revenue per watch hour as traditional in stream on YouTube. Monthly XXX trillion tokens now (2x in X months). Gemini XXX MAUs $250M deals for GCP doubled $1B deals already last full year Some more crazy metrics - I think he said 35x growth in Gemini YouTube - 40M hours of sports/will launch NFL's first game YT launching premium light offering in XX countries Waymo - now taking teen riders and driven XXX million miles on public roads. Ok so I dont know who is shorting it. But clearly this is a quiet strong quarter. Do your own DD"
@R_and_Invest on X 2025-07-23 20:45:25 UTC XXX followers, 16K engagements

"💯 esp $GOOGL GCP grew XX% XXX bps above consensus and accelerating. YouTube growing XX% - meanwhile $NFLX grew viewing hours like X% YoY. Search still the Big D. 17x P/E - not seen for a company where revs growing XX% at XX% op margin. Issue with Google is it expenses everything doesnt disclose one-timers. And employee count went up"
@R_and_Invest on X 2025-07-23 20:34:43 UTC XXX followers, 5384 engagements

"Fintech $PYPL 7/29/2025 $CDLX 8/5/2025 $UPST 8/5/2025 $XYZ 8/7/2025 $TOST 8/12/2025 $AFRM 8/21/2025"
@R_and_Invest on X 2025-07-22 20:26:47 UTC XXX followers, XXX engagements

"If you are shorting $GOOGL on this print of higher CAPEX I think you are totally mistaken. NOBODY spends an incremental $10B in capex because business is slow. NO BODY"
@R_and_Invest on X 2025-07-23 20:14:15 UTC XXX followers, 55.8K engagements

"Advertising $GOOG 7/23/2025 (tomorrow) $META 7/30/2025 $ROKU 7/31/2025 $SNAP 8/5/2025 $MGNI 8/6/2025 $SPT 8/6/2025 $TTD 8/7/2025 $PINS 8/7/2025 $CXM 9/3/2025"
@R_and_Invest on X 2025-07-22 20:25:50 UTC XXX followers, XXX engagements

"$TSM is reporting soon. Commentary & Questions 2Q25 earnings are 1) N2 capacity build and how thats progressing/2026 any color on capacity/pricing.(2026 75K-100K wafer starts.) 2) $Nvda $Amd $Avgo $Mrvl demand will obviously be good but any latest outlook after China un-ban 3) commentary for US trade tariffs and speed of US fab builds but also any demand pull-ins/drop off expected in 2H (remember $Aapl shipped tons of iPhone via Air); 4) Capex $42B high end/$40B mid. Any plan to accelerate that $Asml no growth could mean slow capex growth in 2026 for $TSM 5) revenues are known by street -"
@R_and_Invest on X 2025-07-17 03:59:34 UTC XXX followers, XXX engagements

"I didnt realize McGraw Hill is not public. Looking to do more work on FIG but having used Gemini for kids I cannot see myself ever using $Adbe or $Fig"
@R_and_Invest on X 2025-07-23 02:48:43 UTC XXX followers, XXX engagements

"Not surprisingly even Adam Jonas is not that excited NT on $Tsla. Its a mistake to bet against mega cap founders who have built $100B/$1 trillion biz long term. Lack of catalysts on call / subdued sell-side means = can eventually grab it at a 15-20% haircut. LT Robo is 🚀"
@R_and_Invest on X 2025-07-24 06:01:36 UTC XXX followers, XXX engagements

"Updated my $ZM model. 2Q25 earnings results are rewarding stocks with decent valuation (provided they beat). #SaaS might be getting disrupted but very difficult to replace a few names. Please do your own DD"
@R_and_Invest on X 2025-07-25 00:01:06 UTC XXX followers, XXX engagements

"@tropicalvalue Look at incremental op margin for GCP. Multiply that by $50B X growth in GCP so $50B X XX% or $16B incremental dollars. Incremental op margin is $1.67B/$3.3B or XXXX% or $8B (where do you see that ROIC) forget WACC coz Kd and Ke is so different in all models"
@R_and_Invest on X 2025-07-24 00:39:13 UTC XXX followers, XXX engagements

"Online Travel (brokers/booking) $BKNG 7/29/2025 $TRIP 7/31/2025 $YELP 7/31/2025 $EXPE 8/7/2025"
@R_and_Invest on X 2025-07-22 20:24:30 UTC XXX followers, XX engagements

"Online Shopping $ETSY 7/30/2025 $BIGC 7/31/2025 $MELI 7/31/2025 $LMND 8/5/2025 $CPNG 8/6/2025 $SHOP 8/6/2025 $PINS 8/7/2025 $JMIA 8/12/2025 $SE 8/19/2025 $BILL 8/21/2025"
@R_and_Invest on X 2025-07-22 20:23:34 UTC XXX followers, XXX engagements

"Backup API HR. & Analytics. Platform SaaS $FRSH 7/29/2025 $BL 7/31/2025 $HUBS 8/6/2025 $CRM 8/20/2025 $WDAY 8/21/2025 $NCNO 9/2/2025 $COUP acquired Workplace/Other $NOW 7/23/2025 $APPN 8/7/2025 $MNDY 8/18/2025 $BOX 8/20/2025 $VEEV 8/27/2025 $DOCU 9/4/2025 $PATH 9/9/2025 $ASAN na $PD na $SMAR na $TEAM na"
@R_and_Invest on X 2025-07-22 20:20:05 UTC XXX followers, XXX engagements

"Database $DDOG 8/7/2025 $SNOW 8/20/2025 $ESTC 8/21/2025 $MDB 8/28/2025 $BASE 9/3/2025 $SPLK acquired $CFLT not available Security SAAS $TENB 7/30/2025 $CHKP 7/30/2025 $NET 7/31/2025 $FTNT 8/6/2025 $CYBR 8/7/2025 $PANW 8/25/2025 $OKTA 8/27/2025 $S 8/27/2025 $CRWD 9/2/2025 $ZS 9/4/2025 $PING na"
@R_and_Invest on X 2025-07-22 20:18:02 UTC XXX followers, XXX engagements

"I love using $Googl @NotebookLM you can go verify source create your own mini LLM within Notebook per stock or just run an AI podcast as notebook reads 1000s of pages of research/transcript. But on iPhone trying to see how to get that map my source by date.anyone"
@R_and_Invest on X 2025-07-24 03:02:02 UTC XXX followers, XXX engagements

"Cant tell is Zuck making a case for people to buy $Googl or $Amzn Dont they have the most compute"
@R_and_Invest on X 2025-07-21 06:41:22 UTC XXX followers, XXX engagements

"#SaaS Earnings It will be kicked off by $NOW Streets expecting $3.1B revs $1.1B EBITDA and EPS of $XXXX Fwd expectations: Revs $31B EBITDA $1B EPS $3.50"
@R_and_Invest on X 2025-07-22 20:12:08 UTC XXX followers, XXX engagements

"Weekend got the work out in. Ready before the $Spy $Qqq markets open $Dji Really love @Apple watch. People dont give @tim_cook & $aapl enough credit. Its a great ecosystem"
@R_and_Invest on X 2025-07-27 19:04:09 UTC XXX followers, XXX engagements

"Believe it or not my ex boss owned $1B of $Fang O&G stocks last decade. And we both r quite familiar with secular growth/decline winners/losers pricing power moat & institutional sentiment. I have never seen in O&G where they get pricing power DD% X yr CAGR $2T mcap going to $3T"
@R_and_Invest on X 2025-07-24 00:30:05 UTC XXX followers, XXX engagements

"In the US there are 300M cars. At 12500 miles/yr avg they are traveling XXXX trillion miles. Think scale and how big this opportunity it is for both. 3M cabs X $15/hr X XX hours is $240B revs opportunity per co IF people want to save on auto insurance/driving/capex. Forget first innings forget World Series We have not even decided dates teams players or venues. Its that early $Tsla should fundamentally crash BUT could one day be worth $1T from cabs $1T from robots $1T from auto battery EV charging network diners refineries crazy CEO & believe it or not content INSIDE tesla (gaming theater"
@R_and_Invest on X 2025-07-24 03:18:39 UTC XXX followers, XXX engagements

"Last three days did checks across $TGT $BBY $WMT $Cost Micro center Across the board whether its groceries food/drinks nuts chips electronics clothes or shoes- prices have gone up a LOT more than current rate of inflation. Last 12M I was very critical of Powell to keep rates this high. Now I think he had been right all along to get more data. I was wrong. The market might be expecting a cut but 2H25 would see rising inflation across every sector. Including electronics Hard to see any rate cut in July or even September. Tough unless fiscal stimulus (deficit) drops $1T"
@R_and_Invest on X 2025-07-21 21:19:06 UTC XXX followers, XXX engagements

"$GOOGL paid clicks growth accelerated to X% YoY from X% growth last quarter. @BigBullCap"
@R_and_Invest on X 2025-07-23 21:11:04 UTC XXX followers, 3339 engagements

"Will $Googl ever break its XX week high of $206.80"
@R_and_Invest on X 2025-07-24 14:30:17 UTC XXX followers, XXX engagements

"@Mr_Derivatives Hey bro we have to look at the year of halving and the next August (after the halving). The year after halving AUGUST was MONSTER return months (as per LLMs). Aug 2013 XX 21"
@R_and_Invest on X 2025-07-19 02:21:29 UTC XXX followers, XXX engagements

"OLD post From Aug 2023: When $ENTG was $XX. Quick thoughts on $ENTG.and some multiples on #Semi capex players. This is the most uncertain environment with no idea if China pull in is the peak or $MACRO drop in Chips demand is the bottom. Either way secular bull demand for Chips for low nm. Front-end $ASML 24x $AMAT 15x $LRCX 15x $KLAC 16x $ACLS 17x $ENTG 16x $MKSI 11x $AEIS 13x $UCTT 9x $ICHR 14x $TER 15x $ONTO 18x $FORM 15x $COHU 8x $AEHR NA $INTT 9x A couple of my favorite management in #Semis are: Bertrland Loy Entegris. Gary Dickerson Applied KLAC ONTO COHU. Not a single $NVDA GPU Samsung"
@R_and_Invest on X 2025-07-15 17:30:19 UTC XXX followers, XX engagements

"@Mr_Derivatives People will still buy $Pltr because TAM in defense hurting humans is so much larger. YT can scale to 1.5-2x $Nflx in viewing hours. So easy $500B-750B near term $1T LT"
@R_and_Invest on X 2025-07-26 16:00:28 UTC XXX followers, XXX engagements

"Regardless of what Musk has to say @GoogleAI Gemini on Chrome is exceptional. It has made me so much more efficient especially when you get like X different netroad shows"
@R_and_Invest on X 2025-07-24 00:47:04 UTC XXX followers, XXX engagements

"$GOOGL. @sundarpichai122 should definitely get to the bottom of this and what happened to OpenAI whistle blower. If what Abhishek is claiming to be true then its a serious data infringement against Google. @BigBullCap this is fascinating"
@R_and_Invest on X 2025-07-21 22:59:55 UTC XXX followers, XXX engagements

"Wow. With existing home sales down from 6M to 4M $MHK is approaching $3B a qtr revs & $X in EPS. Just XX% bump in home sales from low base is going to make the fundamentals explode here"
@R_and_Invest on X 2025-07-24 20:32:59 UTC XXX followers, XXX engagements

"VOIP $BAND 7/29/2025 $TDOC 7/29/2025 $FIVN 7/31/2025 $RNG 8/5/2025 $EGHT 8/5/2025 $ZM 8/25/2025 $VG acq $AVYA BK"
@R_and_Invest on X 2025-07-22 20:21:05 UTC XXX followers, XXX engagements