[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.]

[@BMW75367647](/creator/twitter/BMW75367647)
"@RihardJarc 6/ Trading at a significant discount to peers"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947467095954030615) 2025-07-22 01:21:52 UTC XX followers, XX engagements


"@RihardJarc 7/ Risks *Details on anti-trust case against Google Search with detail on remedies possibly due in August *Apple replace Google search with other AI powered services such as Perplexity and OpenAI"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947469255739642322) 2025-07-22 01:30:27 UTC XX followers, XX engagements


"@woonomic Thank you for pointing that out I've been looking at the old terminology as a sentiment indicator throughout this cycle"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947807400851083759) 2025-07-22 23:54:07 UTC XX followers, X engagements


"3/ AI inferencing workflow will grow 1bn x according to Jensen Huang (BG2). Googles TPU and AWSs Trainium are probably already servicing XX% of their own inferencing needs per an interview with $MUs director (@RihardJarc). The cost advantage has attracted OpenAI to use GCP"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947465119094673905) 2025-07-22 01:14:01 UTC XX followers, XX engagements


"@RihardJarc 4/ While Gemini subscription is harder to come by AI has driven significant cost savings for its internal processes. OPM improved from XX% in 1Q23 to XX% in 1Q25. Revenue per employee had a 3yr CAGR of 5%. FCF margins maintains above XX% despite heavy investment into AI"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947466096346624174) 2025-07-22 01:17:54 UTC XX followers, XX engagements


"2/ Google has caught up in the AI race going from DEI clown in Feb-24 to now top among LLMs. Google has a user scaling advantage with X apps / services with X billion+ users (Youtube Gmail Map Androidetc). AI integration will improve the quality and productivity for them"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947464236290187406) 2025-07-22 01:10:30 UTC XX followers, XX engagements


"@RihardJarc 5/ Other bets are under appreciated * Alpha Evolve coding agent for R&D engineering * SpaceX XX% ownership * Waymo key player in self driving service achieved 100m rides partnering with $Uber"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947466685746987258) 2025-07-22 01:20:14 UTC XX followers, XX engagements


"1/ Search has been ceding shares to AI but AI doesnt yet have a mature advertising model. Ad dollars will stay in traditional online channels until this changes. Google has XX% of the online advertising market and the broader Google Network to recapture the potential leakage"  
![@BMW75367647 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1246309707020525568.png) [@BMW75367647](/creator/x/BMW75367647) on [X](/post/tweet/1947463657941831836) 2025-07-22 01:08:12 UTC XX followers, XX engagements