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@agrawalmohit12 "$GOOGL Q3'25 ER - Rev $102.35B vs $99.85B expected - EPS $XXXX vs $XXXX expected - Cloud Rev $15.16B vs $14.75B expected Stock up X% CEO: "Our full stack approach to AI is delivering strong momentum and were shipping at speed. Cloud accelerated quarter backlog of $155B""
X Link @agrawalmohit12 2025-10-29T20:11Z 5921 followers, XXX engagements

"$AMZN Substantial progress in expanding its AI infrastructure capacity. $AMZN added XXX gigawatts of power capacity in the past XX months - more than any other cloud provider. Another 1GW expected before YE 2025 and double of total capacity in 2026 10GW"
X Link @agrawalmohit12 2025-10-30T22:46Z 5921 followers, XXX engagements

"$AMZN the most aggressive in building out capacity in GW"
X Link @agrawalmohit12 2025-10-30T22:48Z 5921 followers, XXX engagements

"$CVX 3Q'25 ER Revenue $49.72B vs $53.57B est EPS $XXXX vs $XXXX est Production of XXX mboed +21% (0.69 mboed) YoY Cash flow from operations of $9.4B Adj FCF $7.0B Returns $6B to shareholders Stock+0.5% AH Earnings beat driven by record oil output and cash flow"
X Link @agrawalmohit12 2025-10-31T11:47Z 5920 followers, XXX engagements

"$PLTR crosses $XXX threshold Ahead of the earnings next week someone seems to be buying heavy"
X Link @agrawalmohit12 2025-10-31T13:34Z 5919 followers, XXX engagements

"$META hired Citigroup and Morgan Stanley to raise up to $25B in debt ranging from five to XX years in maturity. Yield XXX% above the FED rate. These bonds got subscribed 5X - $125B for the $25B Golden standard corporate debt"
X Link @agrawalmohit12 2025-10-31T13:39Z 5919 followers, XXX engagements

"@IronyMeter I understand Shopify potentially. Why $META"
X Link @agrawalmohit12 2025-11-01T12:38Z 5921 followers, XXX engagements

"How imp is success of @xai OpenAI $AMD $NVDA $AVGO $ORCL all that their combined MCap go up by $600bn in the past X months post the deal announcement 📣 with OpenAI 😱😱😱😱🤩🤩🤩🤩🔥🔥🔥"
X Link @agrawalmohit12 2025-10-24T10:25Z 5918 followers, XXX engagements

"Big Tech Capex (Quarterly) Q3 2025 $GOOGL capex of $24B in its Sep quarter XX% YoY. $MSFT is spending $35B XX% YoY $META capex of $19.4B up XXX% YoY. $AMZN reported $34.2B in capex and has already spent $XXXX billion this year"
X Link @agrawalmohit12 2025-11-01T18:22Z 5919 followers, XXX engagements

"@VijayT1609 Not sure what you like about Singapore weather - muggy and humid like hell. there are no seasons - dry and wet. I agree better civic sense law and good infra"
X Link @agrawalmohit12 2025-11-02T12:03Z 5919 followers, 15.9K engagements

"@harjaim BTW Waymo starting commercial ops in London in 2026"
X Link @agrawalmohit12 2025-11-02T14:25Z 5918 followers, XX engagements

"Bharti Airtel Q2'25 ER Strong Revenue & Profit Growth Margins Expand Revenue 52873Cr Vs 41728Cr27% YoY Net profit 8650Cr Vs 4153Cr109% YoY EPS XXXXX Vs XXXX YoY Debt-equity ratio stable at 0.82"
X Link @agrawalmohit12 2025-11-03T11:37Z 5919 followers, XXX engagements

"US has cleared Microsoft $MSFT to ship $NVDA AI chips to the UAE for the first time after the TrumpMBZ deal to build a big AI data center campus in Abu Dhabi"
X Link @agrawalmohit12 2025-11-03T12:25Z 5919 followers, XXX engagements

"$CIFR 3Q'25 ER * 10yr AI hosting deal w/ Fluidstack & $GOOGL * 15yr lease w/ $AMZN for 300MW of AI workloads * Combined AI contracts $8.5B * Completed $1.3B convertible note raise * Secured XX% ownership in the 1GW Colchis Texas * Expanded capacity to 3.2GW XX% PM"
X Link @agrawalmohit12 2025-11-03T12:46Z 5919 followers, XXX engagements

"$MDB MongoDB CEO Dev Ittycheria steps down replaced by Cloudflare executive CJ Desai as CEO. Expects Q3 results above guidance"
X Link @agrawalmohit12 2025-11-03T13:38Z 5919 followers, XXX engagements