fireWolf

part time crypto. Integration dev. here for some fun

[amit @amitisinvesting]

$GOOGL

Google is in a weird position today.

Let’s say they raise CapEx from $190B, the expected amount right now, to $200-$220B.

It would be super bullish for all the Semis, but would the market think that’s bearish for hyperscalers?

Would $META $MSFT $AMZN go down on that news because they will be expected to raise? Google just diluted by $85B so the assumption is they will either increase capex or at the very least keep it flat per their previous guidance.

Now, let’s say Google increases their cloud business revenue growth rate again from last Q’s 63% to something like 70%. Amazing growth, but they obviously need to spend more on capex to meet the demand, does the market think that the capex increase is justified at that point if their cloud business is meaningfully growing?

What if their RPO, which is now at $450B, goes to something like $550B? Oracle and Microsoft increased their RPO’s by $100-$200B last Q, but the problem is most of that RPO is coming from OpenAI and Anthropic.

So if Google says the RPO isn’t distributed but more concentrated, does the market get concerned on if that RPO can convert into revenue? Google is also making their own chips, what implication does that business have on $NVDA $AVGO even if they increase capex?

Last Q, Google also had equity stakes in $SPCX and Anthropic which saw valuation reratings that boosted their EPS. They won’t have that this time.

It’s going to be one of those quarters where the market will have to ask many questions around what is happening with capex, why is it increasing if it is, and where the growth is coming from to justify the increase.

If they decrease capex, it becomes a whole different question.

I think we get a strong quarter but many questions to be answered that Google will set the stage for when it comes to Big Tech earnings.

[fireWolf @fireWolff23]

@MovieEndorser Little girl who lives down the lane

[fireWolf @fireWolff23]

@vfsglobalcare Hello! am getting error page after payment failure. It doesnt show to try for new payment or anything at all even after logging in again. can you please help what to do next

[fireWolf @fireWolff23]

@sassal0x as the CEXs integrate sending funds within the platform, not the case with l2’s (its now bridging to l2’s are in CEXs). They are more prone to click phishing links, wait for few days to withdraw and just too many bridges out there.

[fireWolf @fireWolff23]

@adamscochran what is place to go for leverage being in US. Since none of the exchanges offer it. Coinbase offers leverage option trading but others need to be an accredited investor

[fireWolf @fireWolff23]

@dcinvestor allocaton done. How abt leverage long ?

[fireWolf @fireWolff23]

@BowTiedBull yeah! you are worth drinking the urine

[fireWolf @fireWolff23]

@HumansNoContext Orange lights

[fireWolf @fireWolff23]

@greg16676935420 Ice cola

[fireWolf @fireWolff23]

@WomenPostingLs you have to read the whole article. Guy seems cheating with another woman on the trip. Its a W for her

[fireWolf @fireWolff23]

@fintechfrank @DTAPCAP lol! is it you she yelled at

[fireWolf @fireWolff23]

@CoinDesk @kevinolearytv @binance This guy has 0 credibility. Wonder if anyone listens to him adter ftx debacle

[fireWolf @fireWolff23]

@WenLlama @0xAlunara @ConvexFinance am unable to connect Llama Airforce to metamask. I click on connect wallet but nothing happening. Can you pls help

[fireWolf @fireWolff23]

@cmsintern @cz_binance 😂

[fireWolf @fireWolff23]

@JackPosobiec What a fierce battle! Lmaoo

[fireWolf @fireWolff23]

Its hailing and thunderstorms in Irving Dallas. Power is out and winds are crazy.Tornado warning

[fireWolf @fireWolff23]

@ManishYadav0719 @MuleDev when i did the same with my VPN connected to UK. It went like this london -> USA -> UK

[fireWolf @fireWolff23]

@ManishYadav0719 @MuleDev for me, it stayed within US. I could see SF itself is an ISP

[fireWolf @fireWolff23]

@cz_binance and how much is that gonna cost for swap fees, slippage and withdrawing into actual fiat. Not everyone is equipped with crypto accounts and there is too much risk around.