Indra

Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. Working on @Clarity_Markets

[Indra @IndraStocks]

New blog post covering what I've been working on the last 6 months. Clarity now has (for supported tickers):
10 years of historical financials
SEC filings
Earnings transcripts
And much more

You'll also see me incessantly talking about it for the foreseeable future 🫡.

[Indra @IndraStocks]

You can go to San Francisco sit in a random coffee shop and understand within 5 minutes why $GOOGL is raising money

All the hand wringing numerous years into this is absurd.

[Indra @IndraStocks]

SFO ATC delaying only my inbound flight and not the connection so I can sleep in the airport is very cool very nice

[Indra @IndraStocks]

@atelicinvest Hard but also amazing so the give and take still seems wildly positive

Idk how people use trillions of tokens though

[Indra @IndraStocks]

By 2027 $INTC will be 50% of global equity valuations at this rate.

[Indra @IndraStocks]

Being optimistic about the future of America has paid exceptionally well

The resilience is honestly remarkable

[Indra @IndraStocks]

Weekly npm downloads of the Google GenAI SDK are up 4x since the start of this year

[Indra @IndraStocks]

I wonder how Pat Gelsinger feels when he wakes up each morning and sees more value creation in 18 months at $INTC than he ever manifested in a decade

[Indra @IndraStocks]

@valleyinvesting 10T by end of 2027?

[Indra @IndraStocks]

+63%

Lol

[Sundar Pichai @sundarpichai]

Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.

Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

[Indra @IndraStocks]

@letitridedegen @matt_slotnick CVNA less than GOOGL now slightly just bc I have some leaps up 300% or something

[signüll @signulll]

holy shit gcp’s growth is insane to watch. +63% y/y.

it’s now entirely plausible that google cloud becomes on par with search in revenue, if not bigger.

we use gemini heavily because the cost/quality ratio has been absurd for a lot of tasks. our stack is model agnostic & every model can be swapped out, including the system prompts but for many workloads gemini is just the obvious choice. for the more nuanced stuff, especially personality & voice, our router still pulls in claude or gpt paired with elevenlabs. as a unapologetic wrapper company, we love that the stuff we depend on gets radically cheaper & better over time.

interesting that google spent its entire existence assembling the pieces for gcp struggling as the third player but gemini is when they all finally snapped into place.

[Indra @IndraStocks]

@viggy_krishnan Hey this Viggy guy is pretty smart whats up with that

[Indra @IndraStocks]

@ALEXEIMARTOV @atelicinvest I used it to buy Google 😛

[Indra @IndraStocks]

@tobi What's your League of Legends rank Tobi

[Indra @IndraStocks]

@matt_slotnick QoQ token usage number is hilarious

[Indra @IndraStocks]

Account back to new all time highs after a very awkward end to Q1

Biggest gainers being $CVNA $GOOGL and $INTC

just buy AI and used cars

[Indra @IndraStocks]

Best performing megacap tonight

[Indra @IndraStocks]

I wonder when $GOOGL and $AMZN starting reporting really silly numbers for cloud growth. This Q? Next Q?

[Indra @IndraStocks]

@AK56740118 Price gone up a lot recently and unit volumes for Q1 may be marginally weaker than some expected? Otherwise they seem set up pretty well, but hard to say when slight flex in margins can drive it up/down a lot

[Indra @IndraStocks]

Guessing $CVNA Q1 units are 186-188k and Q2 looks on track for >200k. GPU and such likely marginally better in Q1 and forward as depreciation trends reversed, better fixed cost spreading, seasonality, blah blah