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The Fundamentalist
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The Fundamentalist
@Funmentalist
$NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull European investor in love with fundamentals
Czechia Katılım Mayıs 2026
370 Takip Edilen4.2K Takipçiler
$NBIS
First Vera Rubin NVL72 rack officially in Finland data center
Important note: not ready to use!!!
Lot of tests ahead
Nebius@nebiusai
This is our first full NVIDIA Vera Rubin NVL72 rack, photographed in our Finland data center. The NVIDIA Spectrum-6 switches we took delivery of last week is the scale-out fabric NVIDIA built for Vera Rubin. Compute and network are now being brought up together, in the same data center, by the same teams. The close co-engineering relationship we enjoy with NVIDIA means we work together from the earliest stage of every new platform, shortening the path from first rack to production workloads. After bring-up and validation comes software polishing and production-grade testing, so when Vera Rubin reaches our customers, it delivers its full potential from day one.
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@idafegonzalez Not really true, but I get your point. I am all for expansion and negative FCF from Google right now. They are efficient in allocating capital, so I support it
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@Funmentalist $AMZN has been running with negative or near-zero free cash flow since its inception 😂
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$GOOG
This is the reason the stock is not pumping on these beautiful cloud numbers
First quarter of negative FCF, which is something we expected, but the algos really hate that, and the market will need some time to digest this
Remember what happened with $AMZN when it went FCF negative, absolutely normal for a company that is betting everything on a new vertical
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@bennybigbull I think today price action gets invalidated by Google’s ER
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$NBIS ended up rejecting the 20sma and the 50sma today.
Not quite ready to head up to $250 just yet.
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$GOOG
When did @SemiAnalysis_ started posting incorrect information? I keep seeing them post more and more FUD lately
It literally says PRODUCT revenues...
SemiAnalysis@SemiAnalysis_
BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞
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$NBIS $IREN $GOOG
Expect this graph to follow this trend for at least 6 more quarters
2027 CapEx is expected to be "significantly higher" for $GOOG
TrendSpider@TrendSpider
Google spent a record $44.92 billion on capex in Q2 🌶️ $GOOG $GOOGL
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$GOOG Earnings Call
"We expect FCF to remain under pressure"
Translation: Google expects to remain FCF negative for some time, it looks like
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$GOOG CapEx info
$10B increase in CapEx, and they expect a significant increase in 2027!!!
Long AI buildout
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$GOOG Earnings Call
"We plan to use third-party capacity as we build our own capacity"
Bullish neoclouds $NBIS, $IREN, $CRWV
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@taobanker bro is called "The Fundamentalist" and is a $bmnr bull
says it all doesn't it
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"The algos" does anyone know what this actually means or do people just say "the algos" whenever something happens that they don't understand... quick question how much capital do you think people entrust with "the algos" to trade $GOOG earnings like "let the bot do its thing!"
The Fundamentalist@Funmentalist
$GOOG This is the reason the stock is not pumping on these beautiful cloud numbers First quarter of negative FCF, which is something we expected, but the algos really hate that, and the market will need some time to digest this Remember what happened with $AMZN when it went FCF negative, absolutely normal for a company that is betting everything on a new vertical
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@taobanker Yeah, I know what it means. There are models that react based on headlines and are tuned to act (buy/sell) when certain headline appears. Trust me, many of them are set to “sell” when they see FCF negative
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$GOOG Earnings Call
"We continue to be supply constrained" Sundar (CEO)
Weird, I was told that we are overbuilding
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$TSLA
Optimus needs to be a complete game changer for Tesla. These numbers are simply bad, and I am worried about Optimus, as we now have extremely strong opposition from other robotics companies such as Figure AI.
I am a $TSLA bear, so do your own research, but they are reporting bad numbers quarter after quarter...
No reason for giving them such an aggressive multiple
Shay Boloor@StockSavvyShay
$TSLA Q2 EARNINGS • Revenue $28.2B vs Est. $26.3B • EPS $0.33 vs Est. $0.50 • Gross Margin 17% vs Est. 19% • Energy Revenue $3.1B vs Est. $3.8B • FCF ($1.1B) vs Est. ($3.6B) Tesla expects Optimus production in Fremont later this year.
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@ColtsMagic624 Well, it was baked in, but the first reaction to stock turning FCF negative is usually negative, as well as there are algos for this during the earnings report
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@Funmentalist Wrong. Market baked in these capex numbers and they came in-line. None of that capex was a surprise.
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@EzekielMX On what? The operating margin increase shows that Cloud can be quite a profitable business, even if Google can post a 36% OP with its strategy of maximal expansion. Also, the growth of topline is insane, as it shows the demand is through the roof
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$GOOG
Also the operating margin went from 20.8% to 35.6% for the Google Cloud business
Really like this from the compute/neocloud perspective
The Fundamentalist@Funmentalist
$GOOG Cloud Revenue: $24.8B vs $22.4B Est.✅ That is 82% YoY growth vs 64% Est.✅ Absolutely huuuuge for $NBIS and $IREN Waiting for the CapEx number...
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$NBIS $IREN
Sentiment should be euphoric after seeing these earnings. We obviously need to wait for the CapEx numbers during the call, but I am pretty happy $NBIS and $IREN investor
The Fundamentalist@Funmentalist
$GOOG Revenue: $119.8B vs $116.8B Est. ✅ EPS: $9.11B vs $2.88B Est.✅ Search: 17% YoY vs 17% YoY Est. 🟰 Cloud: 82% YoY vs 64% YoY Est. ✅ Other info: Cloud backlog: $514B Tokens/minute: ~22B For CapEx comments, we need to wait for the call, but I love these earnings
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$GOOG
Revenue: $119.8B vs $116.8B Est. ✅
EPS: $9.11B vs $2.88B Est.✅
Search: 17% YoY vs 17% YoY Est. 🟰
Cloud: 82% YoY vs 64% YoY Est. ✅
Other info:
Cloud backlog: $514B
Tokens/minute: ~22B
For CapEx comments, we need to wait for the call, but I love these earnings
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$TSLA
EPS - missed by 39%
I will look into it after $GOOG, but if it is not just an accounting thing, this stocks needs to get its multiple contracted finally...
The Earnings Correspondent@earnings_guy
$TSLA (Tesla) #earnings are out:
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$GOOG
Cloud Revenue: $24.8B vs $22.4B Est.✅
That is 82% YoY growth vs 64% Est.✅
Absolutely huuuuge for $NBIS and $IREN
Waiting for the CapEx number...
The Fundamentalist@Funmentalist
$GOOG HOLY SHIT GOOGLE CLOUD REVENUES GREW 82%
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