Doug Tanney

🌟 🗳💥🌊 #VoteBlue 💖🌊💚💥💖 💙 #Trump 😈 is a Fascist Dictator 💙 🗳💖🌊🌟 ❤💥💚🗳💖🧡🌊🌟#NeverForgetJanuary6th💖🌟🇺🇦🌻💥🌻🇺🇦IStandWith#Ukraine🇺🇦🌻💥

[Armaan Sidhu @realarmaansidhu]

Google Cloud backlog just more than doubled in Q1 2026.

The chart looks fake because it's nearly vertical.

The structural read on what's actually in that backlog.

Google Cloud Platform backlog represents committed customer contracts that haven't yet been recognized as revenue. The contracts are signed. Money will flow over future quarters. The growth rate of backlog forecasts future revenue acceleration.

Q1 2026 backlog jumped to roughly $130 billion. From approximately $65 billion at end of 2024. That's 100% growth in 5 quarters.

The acceleration reflects specific factors compounding.

AI workload migration. Companies that previously ran workloads on AWS or Azure increasingly choose Google Cloud for AI-specific work. Google's TPU advantage and Gemini integration create capability differentiation.

Anthropic standardized substantial workloads on Google Cloud infrastructure. The Anthropic relationship alone generates billions in committed spending.

Other major AI customers (various enterprise AI deployments, government contracts, research institutions) similarly chose Google for AI-specific work.

For Google's stock specifically. The backlog growth supports the 142% rally over the past year. Continued growth supports continued performance.

The setup is real. The chart isn't fake.

The infrastructure boom continues.

Google captures more than its share.

[Doug Tanney @Doug5007]

@KMISglobal @JUST_KAWS I bought some $NVDA today at $214 because has PEG ratio of .66 and a foward PE of 24

[Qualtrim @qualtrim]

"Next quarter, we expect AI revenues to represent 70% of our total growth."

– Hock Tan, Broadcom CEO

Broadcom's AI chip revenue grew by +106% YoY and just guided for +140% YoY next quarter.

Forward Multiple: 27x earnings.

$AVGO

[Doug Tanney @Doug5007]

@QC_Capitals $AVGO

[peter hurst @phurstclass]

@RepRaskin The criminal enterprise we call the Trump administration is destroying America so that it can rule over the ashes of democracy.

[Rep. Jamie Raskin @RepRaskin]

As President Trump spends billions of dollars for his aggressive and foolish war of choice in Iran, congressional Republicans are handing him billions more to fund ICE chaos in our communities.

The GOP has a destructive agenda.

[Doug Tanney @Doug5007]

@MAGANEWS_X E

[Doug Tanney @Doug5007]

@BillAckman The War is Lopsided. Iran holds all the cards and US and Israel will need to retreat before Iran bombs the Middle East into oblivion!

[Doug Tanney @Doug5007]

@JonahLupton The earnings are horrible. The competition is intense. Stay away!

[Doug Tanney @Doug5007]

@oguzerkan Stay away MercadoLibre is an awful stock!

[Doug Tanney @Doug5007]

@Geniustechw @suesea2010 He's got brain damage from a stroke so NO he shouldn't be running for president!

[KJGD | Storm @tivstippi]

Nigga can’t even build a family

[Jakub Polec @jakubpolec]

@michaeljburry You're wrong. Google is among top 3 companies driving AI, collecting/getting more real-time data and having huge disctibution layer. Montorola's innovation was almost nothing.

[Doug Tanney @Doug5007]

@TresyHQ @michaeljburry Who's going to cash in those bonds in 100 years 😄

[Jerome Adams @JeromeAdamsMD]

Today’s American History Lesson: Puerto Rico has been part of the U.S. since 1898, and Puerto Ricans have been U.S. citizens since 1917 🇵🇷 🇺🇸

We’ve cheered many non-Americans at the #SuperBowl. Bad Bunny isn’t one of them.
🏈 🎤

[Emre Sigura @thesigura]

Companies That Issued 100-Year Bonds and Are Still Strong

🟢 The Walt Disney Company
- Issued: 1993
- Then: Media + theme parks giant
- Now: One of the world’s most powerful IP ecosystems (Disney, Pixar, Marvel, Star Wars, ESPN, parks, streaming)
- Outcome: Massive long-term success

🟢 Coca-Cola
- Issued: 1993
- Then: Global beverage leader
- Now: Still dominant, diversified into water, energy drinks, juices, coffee
- Outcome: Enduring monopoly-like brand power

🟢 IBM
- Issued: 1996
- Then: Hardware & enterprise computing leader
- Now: Hybrid cloud, AI, enterprise software/services
- Outcome: Not high-growth, but still strategically relevant and profitable

🟢 AT&T
- Issued: 1993 & 1997
- Then: Telecom monopoly successor
- Now: Large telecom infrastructure player
- Outcome: Mixed capital allocation history, but still a core infrastructure giant

🟢 Exxon (ExxonMobil)
- Issued: 1996 (100-year bonds)
- Then: Oil supermajor
- Now: Still one of the largest energy companies globally
- Outcome: Cyclical but enduring

🟢 Ford Motor Company
- Issued: 1995
- Then: Auto giant
- Now: Still a top global automaker, pivoting to EVs
- Outcome: Survived multiple industry disruptions

[Doug Tanney @Doug5007]

@DPeso99 @michaeljburry The irony. Alphabet ended up with Motorola's phone business.

[I thought i was smart but hell no @swasamvidh]

@michaeljburry You can’t be an expert in everything.

This is eerily close to getting into “how to spoil reputation so that people don’t take me seriously next time category”

[Jeremiah @StartAIready]

@Lanternal_ @michaeljburry @TheShortBear Well I guess its good Google barely relies on search ads. Im sure investors in 100 year bonds wouldn’t mind that segment revenue going away

[GenevaInvestor @GenevaInvestor]

@michaeljburry Horses have legs.

I have legs.

Therefore, I am a horse.

This is the level of insights you are providing. Go back pumping $GME and selling subscriptions, grifter.