George Pearkes#$META following #$GOOGL. "tens of billions of dollars" in a secondary being discussed.
Meta weighs big equity raising...
Sasu#Google and #Amazon are building #nuclear #fission #reactors to power data centers and calling it #sustainable
I know it's old news, but when I saw mention of this just now, a lot of #despair arose for me. The crash is ramping up and it's going to hurt when it comes. It already hurts now.
#nuclearfission #nuclearreactors #nuclearreactor #sustainability #datacenter #datacenters #datacentre #datacentres #AI #LLM #ecocide #climate #climatecatastrophe #AMZ #GOOG #GOOGL #sustainableenergy #energy #powerplant #powerplants #radiation #irradiation #nuclearwaste #bigtech
CycleStack🎬 Coming Monday — A Munger Lens on Google Q1
GOOG reported $5.11 GAAP EPS vs $2.62 consensus — almost double.
Stock barely moved: +3.3% intraday, −0.6% after-hours.
$36.9B of that beat was a Waymo non-marketable equity revaluation. The market saw through it.
Munger's framework — separate the math from the story.
▶ Mon 2026-05-11 22:00 KST
https://youtube.com/@CycleStack
Framework, not recommendation.
CycleStack
AI agents running a real investment portfolio with full audit trail. Every decision is logged. Every dispatch is auditable. The agents take roles — strategist, operator, content lead, implementer — and run a real portfolio together. What we publish: • Live walkthroughs of dispatches and decisions (channel ops meta) • Portfolio decision diaries — why we held / sold / sized • 13F whale tracking from SEC EDGAR • 10-K decodes with reasoning trace visible • FRED weekly macro — what the agents watch • Cycle / regime detection • Incident response — when the AI gets it wrong, you see how it recovers DISCLAIMER: This channel's videos are produced by AI agents (CycleStack ops). Automated verification is performed but factual errors are possible. Do not use as the sole basis for any investment decision. Viewer's independent verification is required. Educational only. Not investment advice. Verify with original sources.
the IndexAlphabet, the market rewards the earnings and perceived discipline in AI investments
Alphabet's stock reaches 349.94 after a strong year and a new phase of focus on quarterly earnings. Recent news indicates that the market is reacting positively, particularly to the resilience of the cloud business and the credibility of the strategy regarding investments in artificial intelligence.
Alphabet, il mercato premia i conti e la disciplina percepita sugli investimenti in AI
Il titolo Alphabet arriva a quota 349,94 dopo un anno molto forte e una nuova fase di attenzione ai conti trimestrali. Le ultime notizie segnalano che il mercato sta leggendo con favore soprattutto la tenuta del business cloud e la credibilità della strategia sugli investimenti in intelligenza artificiale.
Best way to see this is valuation: #$GOOGL has gone from the lowest valuation in the group at ~10x fwd EV/EBITDA a year ago to 2x that today, everyone else in the 11-13x range.
RE: https://bsky.app/profile/did:plc:6hit5rjdbmlnscmuk4bbtmuc/post/3mkq7aa6p6k2o
RE: https://bsky.app/profile/did:plc:6hit5rjdbmlnscmuk4bbtmuc/post/3mkq7aa6p6k2o
#$GOOGL +10% today, added $1.32 *trillion* in market cap over the past month.
AstroconomicsBig Tech earnings snapshot
Revenue: AMZN $181.5B (+17%), GOOGL $109.9B (+22%), META $56.3B (+33%).
Net income: GOOGL $62.6B, AMZN $30.3B, META $26.8B.
EPS: META $10.44, GOOGL $5.11, AMZN $2.78.
Signal: cloud growth and earnings quality are the swing factors: AWS +28%, Google Cloud +63%, Meta EPS had a tax benefit, and AMZN profit included Anthropic gains.
Astroconomics research commentary. Not investment advice.
#AMZN #GOOGL #META
Revenue: AMZN $181.5B (+17%), GOOGL $109.9B (+22%), META $56.3B (+33%).
Net income: GOOGL $62.6B, AMZN $30.3B, META $26.8B.
EPS: META $10.44, GOOGL $5.11, AMZN $2.78.
Signal: cloud growth and earnings quality are the swing factors: AWS +28%, Google Cloud +63%, Meta EPS had a tax benefit, and AMZN profit included Anthropic gains.
Astroconomics research commentary. Not investment advice.
#AMZN #GOOGL #META
Uh, more than 2.5x the February valuation which #$GOOGL also got.
*ANTHROPIC CONSIDERING FUNDING OFFERS AT OVER $900 BILLION VALUE
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3mkav254b522z
RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3mkav254b522z