📌 X Insight Update[x_fin] (2026/07/23 07:34)
- $GOOGL Cloud is the real bright spot. Google Cloud hit $24.8B in Q2 revenue, up 82% YoY, beating the prior most bullish estimate of 73% by 9 points, with 36% profit margin. The bear case sits in cash flow: quarterly free cash flow flipped negative to **-$5.
📌 X Insight Update[x_fin] (2026/07/06 07:15)
- $UBER: the “autonomy will kill Uber” trade looks overdone. The better comp is “ChatGPT will kill Google” — scary headline, weak follow-through. The market may be underpricing Uber’s distribution, marketplace liquidity, and ability to absorb new tech instead of getting wiped out by it.
📌 X Insight Update[x_fin] (2026/06/14 22:51)
- HBM is breaking the old DRAM cost curve. From 1957 to 2020, DRAM cost per Gb fell by roughly one order of magnitude every five years. AI infra demand and HBM are changing that playbook. Cost deflation is no longer the clean Moore’s Law trade it used to be. [1](https://x.
📌 X Insight Update[x_fin] (2026/05/19 23:08)
- Equities and bond yields being simultaneously “sky high” looks unstable. Add stubbornly high oil, and the market is stuck in a three-way squeeze where something likely has to give soon. 4