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Chad @CSonic235

https://t.co/9WXztLd8ct Tāmaki Makaurau Joined December 2017
  • Tweets
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  • Followers
    3K
  • Following
    469
  • Likes
    28K
Chad retweeted
HedgieMarkets Profile Picture

Hedgie @HedgieMarkets

a week ago

🦔Alphabet beat on every headline number tonight. Revenue up 24%. Cloud up 82%. EPS of $9.11. But $6.26 of that EPS came from paper gains on Alphabet's Anthropic stake, not from operations. Strip that out and operating EPS is about $2.85. Free cash flow went negative for the first time in Alphabet's history. Long-term debt more than doubled in six months. Stock buybacks dropped to zero. My Take Cloud grew 82% and I'll give them credit for that. But the company spent $44.9 billion in capex during a quarter where cloud brought in $24.8 billion. Alphabet raised $49.6 billion in equity and $20.3 billion in bonds in Q2 alone, roughly $70 billion in outside capital in a single quarter to fund AI infrastructure that the business itself can no longer cover from cash flow. A year ago Alphabet was buying back $13 billion in stock per quarter. Now it's issuing stock instead of repurchasing it. That shift is a bigger deal than the revenue beat. The $9.11 EPS will be the headline on every financial site tomorrow and most people won't dig deeper. Alphabet booked $77 billion in unrealized gains because its Anthropic stake went up on paper ahead of the IPO. Nobody paid Alphabet $77 billion. If Anthropic's IPO prices lower or gets delayed, those gains reverse. The actual operating business just crossed into negative free cash flow for the first time while doubling its debt. I think this earnings report will age differently than the headline says. Hedgie🤗

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Chad @CSonic235

5 months ago

@KiwiiRob @MusicalChairs14 @asciidude Extremely heavy regulations create a very defensible competitive advantage. There’s basically nobody willing to subject themselves to that much red tape for such a small market.

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Chad @CSonic235

6 months ago

@pinuscaribaea 😡

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Chad @CSonic235

6 months ago

@pinuscaribaea big if true

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Chad @CSonic235

7 months ago

@davejac @chris_otautahi @nzsd @sambgrover @AKACoachBman @rustie5555 Happy new year!! 🥳

Chad retweeted
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Flex Tape @statssstudent

8 months ago

@Coolestkapital @MayorWayneBrown They’re called buoys

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Chad @CSonic235

8 months ago

@JamesHalcrow @Quixotic3lixer Huge work

Chad retweeted
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Max Tweddell 🌐🌷 @Quixotic3lixer

8 months ago

mango

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Chad @CSonic235

10 months ago

@foxcar_joey Grim they’re all sub 40%

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Chad @CSonic235

11 months ago

@pinuscaribaea @livvmacc me

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Chad @CSonic235

11 months ago

@pinuscaribaea @Beers_Jpeg get busy living or get busy dying

Chad retweeted
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Justin @zhuoyanakl

11 months ago

he's cooking hard this week

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chip 2 @electricteall

11 months ago

🫡🫡

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Chad @CSonic235

a year ago

@Quixotic3lixer @JamesHalcrow God I wish that were me

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Chad @CSonic235

a year ago

I see Russia show up on my phone and I’m like oh fuck guess we’re getting nuked

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Chad @CSonic235

a year ago

@JamesHalcrow Was just on the 6pm news

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Chad @CSonic235

a year ago

@JamesHalcrow @JohnEaton2002 @NZJTF Like inside his head. Plenty of empty space.

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Chad @CSonic235

a year ago

@Quixotic3lixer @fabiodeuxbeer @hamishpricenz

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Chad @CSonic235

a year ago

@hi_im_envy @largacty1 Wow you’re one hell of a match maker

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Chad @CSonic235

a year ago

@foxcar_joey good that we're doing it but bad that we need to

CSonic235 Profile Picture

Chad @CSonic235

a year ago

Guy: “can I have a go in the hedge now?” Hedgehog: “…”

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