Granvestor

Be the change that you want to see. Tweets are not financial advice and likely parody.

[Granvestor @Granvestor]

@perksverse @zerohedge Cmon do it $GOOGL drop Gemini 4

[Granvestor @Granvestor]

Cmon drop Gemini 4 already. $GOOGL

[Granvestor @Granvestor]

Google Cloud OI just 3×’d to $8.8B in a year. Still under AWS — for now. Search ads fund the buildout. That’s the $GOOGL flywheel.

[Granvestor @Granvestor]

Gemini runs Search, Ask
YouTube, and Cloud for ~90% of the Fortune 100.
One model stack. Three cash machines. $GOOGL

[Granvestor @Granvestor]

Cmon drop Gemini 4 already. $GOOGL

[Granvestor @Granvestor]

Waymo just opened Denver, San Diego & Tampa. 14 cities. 500k+ paid rides/week. Target: 1M by
YE. $GOOGL

[Granvestor @Granvestor]

@erkenbrande

[Granvestor @Granvestor]

$AMD bulls assemble. How long can they keep a bull story last ?

[Polymarket Money @PolymarketMoney]

JUST IN: AMD just posted a “higher profit margin than Nvidia” on Kimi K3’s 2.8T inference workload.

[Granvestor @Granvestor]

@BramVGenechten Ya those off balance sheet commitments are a slight headache but Google should be fine.

[zerohedge @zerohedge]

With Burry catching up to hyperscaler lease/SPV accounting, here is all you need to know

[Granvestor @Granvestor]

@BramVGenechten @mjmauboussin This is twitter Sir… all good!

[Granvestor @Granvestor]

@BramVGenechten @mjmauboussin What the hell is that. Financial analysis for toddlers ? lol my favorite part is putting a fat growth label on Oracle.. really all you need to know

[Granvestor @Granvestor]

@BramVGenechten You quoted operating cash flow which is misleading since FCF shows the bigger picture. FCF for GOOGL is negative atm but can be endured as revenue is hitting new all time highs and Gemini 4 seems to be a banger release.

[Granvestor @Granvestor]

@AndrewYang And there crumbles the dream of trillion dollar IPOs

[Granvestor @Granvestor]

If cheap open weights crush premium API prices, Anthropic offtake and high-end Gemini API margins compress, unused leased shells still come due, and those purchase commitments become awkward. Google can still fill a lot of that capacity with Search, ads ranking, YouTube, and internal agents — uses that do not need frontier sticker prices. Others like Anthropic, OpenAI or NVDIA will have a tougher time.

[Granvestor @Granvestor]

Dip-buying the hyperscalers? Cathie says not today.
$ARKK dumps ~$5.1M $AMZN and ~$13M $GOOG; Meta stake now larger than Alphabet (Motley Fool Sept. 19)

[Granvestor @Granvestor]

@Beth_Kindig At this rate they might go bankrupt before they even close the next round.

[Granvestor @Granvestor]

@DominicRinaldi9 I’m super excited for sharkninja in 2027. I’m surprised to see Palantir really executing in all industries now ..

[Granvestor @Granvestor]

@rauchg Actually bullish $AAPL . Open source for the win.
The two IPOs keep delaying for a reason ….

[Granvestor @Granvestor]

Wake up babe. The IPOs are going to tank the market

[Cassandra Unchained @michaeljburry]

New addition to my Heretic’s Guide series on Substack, dropped at midnight EST . A must read this weekend. Part V to drop in a few days, and I have Part VI lined up.

[Granvestor @Granvestor]

@JerryCap Dario and Sam will accelerate to push for ai safety now. It’s become more serious than ever!!!
Bros must be furious right before the IPO…