Blieel - DB invseting.

@bdinvestingg x.com/i/grok/share/a…

Google with a massive EPS beat of 9.11 vs 2.11 est !! But real EPS was : ~$2.85 vs Est. $2.90) (miss) let me explain Google’s $9.11 reported EPS is heavily inflated by a large paper gain on its investments, likely from holdings private AI companies. $GOOG

@bdinvestingg 👇x.com/i/grok/share/a…

@bdinvestingg 👇x.com/i/grok/share/a…

Googles Cloud backlog just hit $467.6B, up 406% from last year. In simple terms, customers have already committed to spending hundreds of billions with Google Cloud in the future. That is a big deal because it gives Google much better visibility into future growth. Cloud revenue also grew 63% and passed $20B in a quarter for the first time. Backlog is not revenue today, but it shows demand for Google’s AI and cloud services is still accelerating. $GOOG

@bdinvestingg x.com/i/grok/share/a…

@bdinvestingg 👇x.com/i/grok/share/a…

Holy smokes Googles Capex continues to rise! $45B this quarter & $132B ytd up 100% Bullish for AI stocks & compute. Google is spending heavily because AI demand is growing faster than its available capacity. $MU $NBIS $AAOI $LITE $CRDO Management now expects $180B–$190B in 2026 CapEx, with spending increasing again in 2027. $GOOG

@bdinvestingg x.com/i/grok/share/a…

@salmaogs My strategy analysis ! as follows📈📈! 👇 . 👇

How am I suppose to post flow when there isn't any??

@salmaogs My strategy analysis ! as follows📈📈!++ 👇 . 👇

@salmaogs My strategy analysis ! as follows📈📈! 👇 . 👇

Going liveeeeee , bring questions bc I suspect the market to be lame

@salmaogs My strategy analysis ! as follows📈📈!++ 👇 . 👇

@salmaogs My strategy analysis ! as follows📈📈!. 👇 . 👇

Should I go live one of these days to do a Q&A on flow? Would there be interest for that? Will be on Youtube.

@salmaogs My strategy analysis ! as follows📈📈! 👇 . 👇

@salmaogs My strategy analysis ! as follows📈📈! 👇 . 👇

LARGE $GLD trade here for $10.7M on the 445 call strike for 12/15/2028exp

@salmaogs My strategy analysis ! as follows📈📈!++ 👇 . 👇

Just tried the new urban rooftop bakery u0026 my taste buds are screaming – flaky matcha croissant with honeyed berries Absolute game-changer for weekend vibes!

Just decluttered my closet u0026 found vintage gems I’d forgotten—secondhand love hits different! What’s your favorite old find at home

Chilly autumn wind’s here Wearing a thick knit sweater and sipping hot latte—perfect cozy weekday.

Adjust your daily routine by going to bed 30 mins earlier and waking up 30 mins earlier—small changes lead to big energy gains! ，

Craving something crispy This late-night street-side fried chicken skewer is hitting different—crunchy exterior, juicy inside, perfect with a dash of chili powder. ，

Just wrapped a quick day trip to the coastal town, sun on my face, local coffee in hand—perfect little escape from the routine!，