@Sujith Mididuddi

[@Sujith Mididuddi @SoulezGOD]

@wholemars @AlternateJones what is your take on this one ?

[Sebastián @SebastinPatron3]

🚨 🚨 🚨 📢
$SPX $SPY $QQQ your mighty $AAPL just lost $300, down ~6% since my 🧵 below 👇 😜

[SniperAlert @StockOptions888]

🚨 I’M GOING HEAVY TOMORROW 🚨

Breakout confirmed. Setup is clean.

RT and I’ll send you this ONCE in a lifetime setup.

THIS CAN GO 800%+ like $ARXS

Be ready by 9:25 AM EST. I’m calling it live.

[Rocky - The Stock Trader Hub @RockyTSTH]

$PLTR - Stock about to break weekly trendline resistance probably about to do after hours. looking for calls above $146.60 for a move towards $150 and $175. high watch here for upside move. Stock is decent at the indicator level holding well above $130 support level.

[Heisenberg @Mr_Derivatives]

$NVDA

Getting zero love lately.

Meanwhile $AMD and $INTC getting more love than a puppy in a gift box on Christmas Day.

Eeeesh!

[Mario Nawfal @MarioNawfal]

🇺🇸 California residents who say they support open immigration were asked to sign a pledge housing a migrant in their home.

Absolutely shocking to nobody, almost every single one said no.

The best excuse: "We're in support of people doing it. We just can't do it at the time."

Support for immigration is very popular. Actually housing a migrant? Apparently that's someone else's job.

Source: Natalie Carey

[@Sujith Mididuddi @SoulezGOD]

@AlternateJones That’s so nice …I also follow u and u been gr8 admirer of Elon n his ecosystem 👏👏👏

[@Sujith Mididuddi @SoulezGOD]

@leshka_eth Don’t see this in option chain from
Today? Plz clarify

[@Sujith Mididuddi @SoulezGOD]

@alc2022 Congrats u had gr8 conviction n took lot of swings .. 👏👏👏

[@Sujith Mididuddi @SoulezGOD]

@felixprehn AI

[Alphatica @alphaticaio]

GOOGL reports today after the close.

7 straight beats. Cloud growing 48%. $240 billion in backlog. Stock +118% in 52 weeks.

Street EPS: $2.62
Street Revenue: $106.60B

Alphatica Estimates:
EPS: $2.75
Revenue: $107.50B

OUR CALL: BEAT ✅

Alphabet has beaten 7 consecutive quarters, including a +39.8% blowout in Q1 2025 and a +23.7% beat in Q3 2025. This is a company that consistently surprises to the upside, and the Q4 momentum was extraordinary: Search +17%, Cloud +48%, YouTube >$60B annual, backlog +55% QoQ to $240B.

OUR FOUR SIGNALS:

Earnings Quality: 3/6 NEUTRAL. Record $132B net income, $165B OCF, and op margins at 32%. Exceptional by any measure. But the VA reversal is the accounting story; after two years of releasing reserves, management added $2.4B back in FY2025, pushing VA% from 25.6% trough to 29.0%. The confidence that drove the prior release has partially eroded. $25B annual SBC is also elevated at 6.2% of revenue.

Disclosure Signal: BULLISH. Tone locked at -0.007 for four straight years through multiple filing rewrites. Among the most stable and positive readings for any mega-cap. FY2025 10-K rewrote both risk factors and MD&A without any tone deterioration, classic strategic narrative evolution, not a warning. Uncertainty and litigious language both low. Management sentiment is steady.

Prediction Model: BEAT (High Confidence), 7/7 streak. Average surprise ranges from +1% to +40%. Q1 2025 was the biggest beat at +39.8%, driven by Cloud acceleration.

Earnings Risk Signal: ±4.0% NEUTRAL, EVRP at +71.80. ATM IV at 86% vs 14% realized vol. Options pricing a meaningful move but IV spread is neutral; no directional lean. Last PMIE was only 0.54%, GOOGL barely moved on the Q4 beat. Avg PMIE 4.9% with a range up to 10.2%.

WHAT'S PRICED IN:

Cloud at $70B+ run rate with 48% growth and $240B backlog, the AI infrastructure thesis is fully embedded. Search +17% despite the AI Overviews disruption narrative. YouTube crossing $60B. CapEx guided $175-185B for FY2026, the largest capital commitment in corporate history.

The bear case isn't the numbers, it's whether $180B in annual capex generates returns proportional to the investment. CFO specifically noted investors shouldn't draw a direct correlation between CapEx spend and Azure-equivalent revenue. That's the question the market is pricing.

SEASONALITY: Q1 is GOOGL's second-best quarter (#2 ranked). Average report-to-report return +4.94%. But 5-day drift is -0.32%, the initial reaction can be muted even in a strong seasonal quarter.

Numbers should beat. The question is whether Cloud growth sustains the 48% pace or decelerates, and whether $180B in CapEx guidance gets reiterated, raised, or walked back on the call tonight.

Not Investment Advice.

$GOOGL $SPY $QQQ $SPX

[Megatron @Megatron_ron]

🇺🇸🇮🇷 TRUMP: Iran has agreed to let the US collect leftover uranium from inside their country

IRAN’S FM: Transferring the enriched uranium abroad is not an option for Iran and is totally rejected

Someone is lying…

[*Walter Bloomberg @DeItaone]

*US, IRAN GAVE 'IN PRINCIPLE AGREEMENT' TO EXTEND TRUCE: AP

[@Sujith Mididuddi @SoulezGOD]

@MakisMedicine @BradDesmond2 Is this the cricketer Shane warne?

[@Sujith Mididuddi @SoulezGOD]

@MakisMedicine hello Sir I sent u message in Substack as well … kindly call me Sir

[@Sujith Mididuddi @SoulezGOD]

@GreereMedeea How to get his appt ? Would like to talk to the doc and meet in person if possible ? Can u plz guide me if u have info … TIA

[@Sujith Mididuddi @SoulezGOD]

@ZakariaMDv3 hi doc I would like to have a consultation with you. Plz guide me the procedure

[@Sujith Mididuddi @SoulezGOD]

@MakisMedicine Hi Doc how can I get in touch with you for a consultation? I live in USA