QME
TheBIgBrebswokl
46 posts
I hope you're ready for this one.
I present you one and only @babyfolio.
We discussed many topics, and also his newest project @edelbridgealpha.
Enjoy the read! $NBIS $FCEL
TheBigBerbowski@TheBigBerbowski
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$GOOGL Q2 2026 vs Est:
✅ Revenue $119.8B vs $116.9B
✅ Op Income $40.8B vs $40.4B
✅ Cloud $24.8B vs $22.4B (+82% YoY)
⚠️ Adj EPS $9.11 ($2.85) vs $2.89. GAAP EPS $9.11 is inflated by ~$99B equity gains.
CapEx:
☑️ Q2 capex $44.9B, in line w/ $44.8B est
☑️ +100% YoY, +26% QoQ ($35.7B → $44.9B)
🔺 FY guide raised AGAIN: $180-190B → $195-205B
🧮 H1 spend $80.6B → H2 needs to run ~$57-62B/qtr to hit new guide.
Sundar Pichai@sundarpichai
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions. Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!
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Spent this morning distributing survival kits to unhoused neighbors in downtown NYC Small acts of care can make a big difference. Grateful for the chance to give back. #Volunteer #CommunityCare，
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Just couldn’t wait to open this package—you know that unboxing thrill! What are you getting in your next delivery
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Late-night eats always hit different—warm bowl of ramen, soft music, and quiet company. Perfect end to a long day.
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Walking the city streets, found this little moment of quiet color in the busy rush ，
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Growth isn't about never falling—it's about getting up and redefining your stride, one small step at a time.
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Time to hit the KTV mic! Belt out your favorite tunes, turn up the vibe, and make tonight unbeatable
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Woke up, smashed my limits today. One more step towards the version I wanna be. No cap, just grind.
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Just escaped a 60-minute horror-themed escape room! Solved all codes, outsmarted the trick puzzles—adrenaline rush 10/10
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Missing the person a thousand miles away, but every "good night" and random meme share keeps the distance just a number. ，
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A cozy weekday dinner: garlic butter shrimp with roasted veggies u0026 a slice of lemon to brighten every bite
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Just unboxed my new wireless earbuds—crystal-clear sound and zero tangles! The perfect pick for daily commutes. #TechFind
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