Shoghi Mohammadreza @RezaShoghi: "GOOGLE Is Scaling Faster Than..."

Netherlands

GOOGLE Is Scaling Faster Than Ever! Earnings Beat, $100B+ Quarter, Cloud Acceleration! Unbelievable! Could Alphabet be a once-in-a-lifetime compounder for long-term growth? Hey followers & copiers 👋 One of the biggest positions in our portfolio is Alphabet ($GOOG (Alphabet) / $GOOGL (Alphabet Inc Class A)) and after tonight’s report I’m more bullish than ever! Profitable at massive scale, accelerating in Cloud and doubling down on AI. Before diving into the numbers add me to your watchlist for more realtime breakdowns where I share both the data and my investment takeaways! Let’s start with the numbers (YoY): ✅ EPS: $2.87 vs $2.26 expected (+35%) ✅ Revenue: $102.3B (+16%)(( first $100B+ quarter ever ))🚀 ✅ Net income: $34.98B (+33%)🚀 ✅ Operating income: $31.23B (+9%) 🟰 Operating margin: 30.5% (−50 bps while ramping AI capex) ✅ Free cash flow: $24.46B (+20%) ✅ Google Services revenue: $87.05B (+14%) ✅ Google Cloud revenue: $15.16B (+34%) 🟡 Other Bets: $0.34B (−11%) Guidance & outlook (what they signaled): 🚀Ongoing ad strength + Cloud acceleration 🚀 AI investment full-throttle: Capex $91–93B to scale data centers/TPUs 🚀 Gemini momentum: ~7B tokens/min via API, 650M+ MAUs for the app 🚀 $155B Google Cloud backlog + 300M+ paid subscriptions across Google So why is this huge? Alphabet is a cash machine funding an AI + Cloud supercycle. Holding ~30% operating margins while pouring tens of billions into infrastructure is exactly the kind of good spend that widens the moat. Ads remain resilient, Cloud is compounding, and subscriptions add durability. Strong unit economics + massive scale = long runway. In my view Google isn’t just search and ads anymore, but it’s an end-to-end AI platform (models + chips + cloud + distribution) with the balance sheet to keep winning. If the market gives us volatility, I’m comfortable buying dips on this core holding. What do you think? Riding along for the long term, or taking profits here? Do you prefer high-multiple growth like $NVDA (NVIDIA Corporation) $PLTR (Palantir Technologies Inc.) $TSLA (Tesla Motors, Inc.) $AMD (Advanced Micro Devices Inc), or compounders/value at scale like $UBER (Uber Technologies Inc.) and $GOOG? Also what are your expectations for $META (Meta Platforms Inc), $MSFT (Microsoft), $AMZN (Amazon.com Inc) reporting tonight? $SPX500 $NSDQ100

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