Google just reported amazing earnings with a huge EPS beat EPS $9.11 vs. Est. $2.89 & Revenue $119.8B vs Est. $116.9B. But the EPS seemed to good to be true & because it is. The 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. Google reports a $98B unrealized gain on its $SPCX stake as of the end of Q2 & this is why Google isn't pumping 10% because they still have to wait end of the year to sell this stake. 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. Googles Capex continues to rise! $45B this quarter & $132B ytd up 100%. This is very Bullish for AI stocks & compute like $MU$NBIS$AMD$NVDA . Google is spending heavily because AI demand is growing faster than its available capacity. Management now expects $180B–$190B in 2026 CapEx, with spending increasing again in 2027. CEO Sundar Pichai Commentary: 🔸 “Our AI investments are redefining what’s possible across every part of our business.” 🔸 “Q2 was an amazing quarter, with Alphabet revenues growing 24% year-over-year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions.” 🔸 “It’s great to see wide adoption of Gemini Enterprise, with nearly 90% of the Fortune 100 using it.” 🔸 “Gemini models now process 22 billion API tokens per minute and the Gemini App has 950 million monthly active users.” 🔸 “We are seeing strong demand for our security solutions, and our new Gemini 3.5 Flash Cyber delivers highly cost-efficient performance at the frontier.” 🔸 “These outstanding results show that our differentiated, full stack approach to AI is delivering real, measurable value for consumers, customers, and our partners globally.” Despite the small EPS miss the 467B backlog is the highlight most investors are ignoring. Can't belive the market is punishing Google for its amazing SpaceX investment haha. read more
New type of video on the channel. I took the Big 6 Banks and ranked every one of them from S tier to E tier. The challenge? I could only allot one per tier. This was a VERY fun video to film, as I'm effectively taking 6 premiere banks and am being forced to rank them 1-6. If you like videos like this, feel free to drop a like and a comment on the YT channel with what industry you want me to go over next. If these are popular, I'll keep pumping them out! https://www.youtube.com/watch?v=UZVLi8xSQxI
SpaceX $SPCX has lost over a third of their market cap in the past month and there is a very real possibility they fall below $100 this week, maybe further, as they are reporting earnings… Seriously. At what point is this one a great buy??
FINALLY! Korea wakes up and moves to limit retail access to the disaster that triggered this rapid sell-off from the inflection point of June 22, the unrestricted access to 16 single-stock 2X leveraged ETFs following Samsung and SK Hynix. Those 16 ETFs launched with roughly $3B and reached $9.1B within weeks, with about 92% of holders being individuals. Total Korean leveraged ETF assets hit roughly $45B by early July, up around 800% year to date, against roughly $39B of margin debt at end-May. Those ETFs plus the two chipmakers accounted for over 70% of all Korean market trading value!! When the stocks started to pull back the 2X leveraged ETFs came crashing and having been so crowded by retail investors and so reliant on margins… the series of forced selling on margin calls and deleveraging led us to where we are today. Earlier today: - The KOSPI closed at down 5.98%, halted by a circuit breaker for the second consecutive session, the first back-to-back halt in the benchmark’s history - Finance Minister Koo Yun-cheol apologized in parliament for introducing single-stock leveraged ETFs “without careful consideration” - Lawmakers from both parties called for a parliamentary investigation into the regulators and into the Blue House’s role in approving the products A series of restrictions have been confirmed with some already implemented across these leveraged ETFs: 1. New listings of single-stock leveraged ETFs halted since July 16, and the ban stays until the market stabilizes 2. Brokerages have started pulling their own perks. KB Securities led by cancelling margin exemptions on these products 3. Minimum cash deposit rises from 10 million won to 30 million won, roughly $6,800 to $20,400. This is the one with teeth, since it prices out a large share of the retail base 4. Pledged securities no longer count toward that deposit until sold and held as cash, which is aimed specifically at churn trading Other restrictions floated July 29, not yet decided: - Restricting the products to professional investors only. FSC chairman Lee Eog-weon said “if necessary, there is a way to raise it up to professional investors” - Cutting the multiple from 2x to 1.5x. Lee said 2x “is too large” and lowering it would ease volatility These were much needed measures to control the volatility and massive disruption that started by greed and exploded rapidly through fear. Let’s see how it plays out over the coming weeks. $DRAM$SKHY https://www.cnbc.com/2026/07/29/korea-leveraged-etf-kodex-sk-hynix.htmlread more
Trump says he has CANCELLED the US attack on Iran and that the “perimeters of a deal” have been agreed to. includes the "complete" and "total opening" of the Strait of Hormuz. Filet Mignon for dinner.. or should I say tacos!? Weekend tech $QQQ nearly +1%
So what stocks did you guys buy this week ❓❓ What a week.. for buyers at least! But take a look at $MSFT and $AMZN, if their earnings weren’t as good I don’t think we’d have that sharp rally on Thursday. Personally picked up more $ASTS, $ONDS, $NBIS. Apple and Meta lock in..
Trump is weighing putting additional tariffs on Canada in response to the ongoing wildfires.. wow.. "not properly maintaining their Forests, and Brush therein, and the United States is being unnecessarily invaded by filthy, polluted, and unhealthy air, the quality of which is dangerous, and totally unacceptable" On the other hand, Trump’s social media company Truth Social has discussed charging traders and investors as much as $100,000 a month for faster access his posts - FT $100K/MONTH!?
🇰🇷 KOSPI Index: -10.84% 🔻 Memory stocks in pre-market: 🔻 $MU (Micron): -7.50% 🔻 SanDisk: -7.80% 🔻 $WDC (Western Digital): -7.25% 🔻 SK Hynix: -4.77% ⚠️ Heavy selling across the memory chip sector as investors react to the sharp market decline. 💬 Is this a buying opportunity or is more downside ahead? 🤔📊read more
Invested in Canada's Big 6 Banks! 🏦🇨🇦 Many Canadian investors already have significant exposure to the Big 6 Banks through popular ETFs! 📈 💼 Your hidden exposure: 🔹 ZEQT, XEQT (All-in-One ETF): ~6% 🟢 🔹 ZIU, XIU (TSX 60 ETF): ~31–32% 🏦 🔹 ZCN, XIC (S&P/TSX Composite ETF): ~25% 🇨🇦 📊 Big 6 Banks (5-Year Returns) 🥇 National Bank (NA): +140.30% 🥈 RBC (RY): +134.44% 🥉 CIBC (CM): +130.00% 🏦 BMO (BMO): +104.46% 💚 TD (TD): +103.71% 🌎 Scotiabank (BNS): +58.66% That means even if you never bought a bank stock directly, you may already own a sizable stake through your ETFs! 💰 📌 Always know what's inside your portfolio diversification starts with understanding your investments. 👇 Did you know your ETFs held this much exposure to the Big 6 Banks? 📈 Question: If you could own only ONE Canadian bank for the next 10 years which would you choose? 👇 Comment your pick: 🇨🇦 NA | 💙 RBC | ❤️ CIBC | 🟡 BMO | 💚 TD | 🌎 BNSread more
The wild ride of 24-year-old former OpenAI researcher Leopold Aschenbrenner just hit a massive Wall Street wall! His hedge fund, Situational Awareness LP, just liquidated its entire public portfolio after a brutal squeeze. 📉💥The Quick Breakdown:The Squeeze ⚡: He bet big on AI hardware and shorted traditional software like Adobe. The trade flipped, sparking massive margin calls from major banks.The Citadel Rescue 🤝: Ken Griffin’s Citadel stepped in to buy the wreckage in a private block trade, saving the open market from a total meltdown!Today's Relief Rally 🚀: The Nasdaq is soaring over 3% today, and Nebius (NBIS) is leading the charge 27.54%, SanDisk up 24.83%, Micron (MU) up 18.59%, Microsoft (MSFT) jumping 16.91% as tech investors breathe a huge sigh of relief. What’s Left? 🔮 His public fund shrunk from $45B to $10B, but his private investments are safe including a massive $5B stake in Anthropic 🤖. From a 439% return in the first half of the year to total liquidation, this is one of the fastest reversals in Wall Street history! 🤯read more
