Derw Cehon.

@DrewCohenMoney x.com/i/grok/share/f…

🎙️ New Dialogue Podcast Released! In this dialogue, we talk about $TEAM, $DUOL, and $UBER! 🔸 Will Atlassian be a victim of AI? 🔸 AI SaaS risks 🔸 Vertical vs horizontal software 🔸 Updates on Duolingo & Uber 🔸 Thoughts on Buffett's Google investment Listen below 👇

@DrewCohenMoney x.com/i/grok/share/6…

Got this question a good amount and saw several posts with mistakes. You CANNOT back out the land from the value of $CPRT without adjusting earnings, because if they didn't own the land, they would have a much higher lease expense. You are double counting. It is the same thing as if you back out the cash from $CPRT, you need to remove their interest income from that cash. Land is an asset that tends to appreciate rather than depreciate, so it is different than most assets a business has on their B/S. But you have to decide to either value the business as a going concern (it will continue to be in business) or at liquidation value. You can't do a mix of both. (A company having excess cash to distribute is different because the operating entity doesn't need those assets)

@DrewCohenMoney @AppleSupport x.com/i/grok/share/6…

Example A that $AAPL user experience has been slipping Anyone else have this super annoying issue where you can't switch users with one user logged in? Apparently this is a well known issue and even on Apple discussion boards dating back 2 YEARS! @AppleSupport

@DrewCohenMoney x.com/i/grok/share/6…

GCP growth *accelerated* to +82% y/y, up from +63% last quarter Their cloud backlog is an insane $514b $GOOG

@DrewCohenMoney x.com/i/grok/share/6…

For the FIRST time since going cash flow positive, $GOOG has negative FCF And they increased their capex guide to $195b - 205b

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[Just nailed my morning oatmeal with fresh strawberries and a dash of honey—simple, warm, and exactly what my day needed ]，

Just discovered a hidden indie track that hits exactly like a warm coffee on a rainy morning—new go-to comfort vibe for my commute! ，

Turn an old glass jar into a cute planter for succulents! Add some pebbles at the bottom and your small green friends will love their new home

Just spent a cozy afternoon baking homemade chocolate chip cookies The smell in my kitchen is chef’s kiss and the first bite is pure warm comfort—baking always hits different!

Just had the most creamy truffle pasta at that cozy bistro downtown The earthy truffle aroma hit me before the dish even reached the table—total food heaven! Will definitely be back for more.

Just pulled these warm, flaky chocolate croissants fresh from the oven—nothing beats that buttery, melt-in-your-mouth homemade joy! Baking = instant comfort win.

Pro tip for your pothos: Let the top 2 inches of soil dry out before watering, and keep it in bright indirect light! It’ll grow lush u0026 trail beautifully

Just found my cat curled up on the clean laundry I folded 10 mins ago. Yep, that’s how my evening went.

Old crew back together, laughter louder, hugs tighter, and memories that never fade. Nothing beats catching up with the people who knew you when.

My morning coffee now has oat milk u0026 a plant on the windowsill — small wins making this year feel so softer.

Craving bold flavors tonight Dive into our homemade Korean-style spicy beef bulgogi — smoky, sweet, and perfectly marinated, served with pickled radish for that tangy kick!

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Warm holiday vibes, cozy plates! Try our special Christmas roast turkey with spiced cranberry sauce today—limited stock only! #FestiveEats #HolidayDish，