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[@compoundingcap1](/creator/twitter/compoundingcap1)
"I had some concerns when the numbers first came out. But after reading the earnings call I have faith in Zuck. I'm paraphrasing some of his comments here but they are aggressively front-loading investments in compute capacity to prepare for the possibility that superintelligence arrives sooner than expected. This positions them for major breakthroughs early. Worst case they can slow infrastructure buildout next year while growing into what theyve already built. There is also some optionality to rent out their compute externally. Their core business seems to be benefitting from these AI"  
[X Link](https://x.com/compoundingcap1/status/1984354353562472745) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-31T20:18Z XXX followers, 1713 engagements


"$META reports third quarter earnings today. Here are my expectations and what I will be looking for on the earnings call: Expectations: - Revenue - $50.0B ($49.4B consensus) - Operating Margins - XXXX% - EPS - $XXXX ($6.66 consensus) - FOA Revenue - $49.7B - Reality Labs Revenue - $303M Things to monitor: - 2025 CAPEX guidance prior range of $66-72B - Management guidance on CAPEX and costs for 2026 - Insight into Q4 Reality Labs sales as Q4 is typically RL's best quarter due to the holidays - Update on WhatsApp Threads and Reels monetization - Update on the regulatory environment in the EU"  
[X Link](https://x.com/compoundingcap1/status/1983534085927522421) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-29T13:59Z XXX followers, XXX engagements


"$GOOGL reports third quarter earnings today. Here are my expectations and what I will be looking for on the earnings call: Expectations: - Revenue - $100.7B ($100.1B consensus) - Operating Margin - XXXX% - EPS - $XXXX ($2.27 consensus) - Google Services Revenue - $85.4B - Cloud Revenue - $14.9B (31% YoY growth) Things to monitor: - 2025 CAPEX guidance prior guidance of $85B - Cloud customer growth and TPU commentary - Monthly token processing and insight into lowering cost per token - Search growth rate Q2 saw an acceleration in q/q growth rate"  
[X Link](https://x.com/compoundingcap1/status/1983567392174158047) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-29T16:11Z XXX followers, XXX engagements


"I recently downloaded the $DUOL to learn Spanish for an upcoming trip I have to South America. To be honest I dont think the app is anything special. I took Spanish in high school so I had a basic understanding of the language. The first X weeks in the Duolingo app covered things I already knew and there really wasnt anyway to skip the basics. The app constantly pushes upgrading and I honestly got kind of annoyed after a while. It is probably the best app to learn a new language at the moment but I dont see any competitive edge over Google or other big tech names who have a larger user base."  
[X Link](https://x.com/compoundingcap1/status/1983612057363591537) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-29T19:09Z XXX followers, 1321 engagements


"Google Cloud backlog now $155B up from $106B in Q2. That is XX% growth over last quarter"  
[X Link](https://x.com/compoundingcap1/status/1983633011741442264) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-29T20:32Z XXX followers, XX engagements


"@musf1k @DataDInvesting Peloton was growing subscribers by 100%+ a year in 2020 and 2021 everyone thought it was a sticky product until it wasnt. Not saying this is a certainty with Duolingo but it is a possibility"  
[X Link](https://x.com/compoundingcap1/status/1983859428698030239) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-30T11:32Z XXX followers, XX engagements


"$META Q3 2025 highlights: - Revenue +26% fastest growth since Q1 2024 - Ad revenue +26%; other FOA revenue +59% led by WhatsApp paid messaging & Meta AI subscriptions - Reality Labs revenue +74% boosted by Quest headset holiday stocking - Ad impressions +14% average ad price +10% - Operating cash flow margin XX% FCF margin XX% - CAPEX XX% of revenue something to closely monitor as this has been picking up significantly as Meta continues to invest in AI infrastructure and talent - Expenses up XX% due to legal AI talent hiring and infrastructure expansion Metas core business continues to grow"  
[X Link](https://x.com/compoundingcap1/status/1984352283132305664) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-31T20:10Z XXX followers, XXX engagements


"New article published on Circle ($CRCL) as an investment opportunity. I have also prepared a detailed financial model that I am happy to share. Feel free to send me a direct message. Circle Internet Group $CRCL - Investment Memo"  
[X Link](https://x.com/compoundingcap1/status/1977798003336294716) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-13T18:06Z XXX followers, XXX engagements


"$GOOGL actual vs my expectations Results: - Revenue - Actual $102.3B vs $100.7B ✅ - Operating Margin - Actual XXXX% vs XXXX% ❌ - EPS - Actual $XXXX vs $XXXX ✅ - Google Services Revenue - Actual $87.1B vs $85.4B ✅ - Cloud Revenue - Actual $15.1B vs $14.9B ✅"  
[X Link](https://x.com/compoundingcap1/status/1983626885712978311) [@compoundingcap1](/creator/x/compoundingcap1) 2025-10-29T20:07Z XXX followers, XXX engagements


"@Mojo_flyin @amitisinvesting No doubt all the big tech companies are transitioning to capital intensive models. But if Meta doesnt use all of their compute capacity they can rent it out. You dont think the world will require more compute X years from now"  
[X Link](https://x.com/compoundingcap1/status/1984634343252242548) [@compoundingcap1](/creator/x/compoundingcap1) 2025-11-01T14:51Z XXX followers, XX engagements


"@Mojo_flyin @amitisinvesting I believe inference costs will come down in the future"  
[X Link](https://x.com/compoundingcap1/status/1984640810525114539) [@compoundingcap1](/creator/x/compoundingcap1) 2025-11-01T15:16Z XXX followers, XX engagements