$GOOGL says it will “expand the use of third party capacity in Q3” as a bridge while it builds more internal capacity.
After years of surging hyperscaler CaPex, demand still exceeds supply showing shortage is severe enough that even Google will accept lower margins for faster access to compute.
$CRWV, $IREN, $WULF, $HUT, $CIFR, $NBIS, $APLD
$GOOGL CEO Sundar Pichai says nearly 90% of the Fortune 100 now use Gemini Enterprise while Gemini models process 22B API tokens per minute.
The Gemini app has also reached 950M monthly active users.
$CRWD Q1 EARNINGS
• Revenue $1.39B vs Est. $1.36B
• EPS $1.10 vs Est. $1.07
• FCF $468M vs Est. $447M
• ARR $5.5B vs Est. $5.5B
• Net New ARR $256M vs Est. $249M
Q2 Guidance
• Revenue $1.44B vs Est. $1.44B
• EPS $1.17 vs Est. $1.16
FY27 Guidance
• Revenue $5.94B vs Est. $5.91B
• EPS $4.92 vs Est. $4.86
$PANW Q3 EARNINGS
• Revenue $3.0B vs Est. $2.9B
• EPS $0.85 vs Est. $0.79
• RPO: $18.4B vs Est. $17.9B
• Next-Gen Security ARR: $8.1B vs Est. $7.8B
FY26 Guidance
• Revenue $11.4B vs Est. $11.3B
• EPS $3.78 vs Est. $3.70
CyberArk and Chronosphere contributed $388M of revenue, while AI security demand continues to support the broader platform story.
Can you imagine if spx opens at 7k
The amount of clowns playing for a war to start that don’t understand trading at all ….
Sam just smarter ….
Lots of shorts renting uhauls tonight to move on with momma’s basement
Done worry she will bake you Rice Krispie treats too
To quote the late, great Charlie Munger:
"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."
$MSFT
Your 2026 words of wisdom
The mkt is the market The moves are the moves even if reaction wrong needs news to readjust it
Never fight the trend
When things break. Like Avgo. Need 4-6 week minimum to get back up
Anything that dive on earnings need. Significant time
Never over risk. Expect 0. Don’t get stupid. Nvda can be 100 easy. Or. 300 just as easy.
I’ve had over 50 people over to my house to trade. Most are eternal greatful and wonderful people. But a few just not good people
Never trust anyone. Especially people from twitter. Over 20 losers learned from me the started services. Then on top of that these fucks talk shit one such fuck made a video saying he created expect 0. Such scum exist
Make a guy a million + from 10k, he had 25k to his name. Says eternally grateful. Will be a lifetime member. Then 2 yrs later leaves. Hope he sees the streets
Never ever lend anyone a dime. This one fuck borrowed 10k. Then 6 months later taking a vacation. I said you owe me 10k he said have to take a vacations. I’m like really. Fuck off
Girls. Don’t let them fuck you up. They either like you or don’t. Don’t pine over anyone. Choices. There is a reason so many make bad choices.
Parents/kids. Don’t fight with them. It’s not about right or wrong. Always be respectful and let em just win a disagreement. In the long run it’s meaningless
You can achieve greatness. Don’t let anyone tell you otherwise Work hard. Study. (You don’t need tutors. ChatGPT teaches you everything )
Never bitch or moan. If you don’t like the USA move out.
If you don’t like Texas move out
If you don’t like a religion Try a different one
Remember to simplify everything Nothing is complex.
Good luck in 2026
Only1sam
This correction has been prime time to load the $AMZN dip.
I’m pricing in a breakout to $260–$280 by end of Q1 2026.
Monthly BX shows macro buying pressure.
THT Pro volume POC sits at $220.
Weekly bias holding support.
All signs point to strong support and the next leg up.
Your favorite stock drops 30% and you panic.
Your favorite brand drops a 30% discount for Black Friday and you celebrate.
Same discount.
Different psychology.
This is why most people lose in the market.
They treat assets like liabilities and liabilities like assets.