AN
R500今日第 9 名
財報EPS 低於預期 −9%
$179.64
+6.08% 今日 · +11.54% 1W
10月30日 收盤或最新價
盤後 $179.00 -0.36% ·
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Reddit 怎麼說
過去一週討論不足。
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Daily Discussion Thread for October 13, 2022
MOD CAN WE PLEASE GET AN ELMO WITH FIRE EMOJI BEFORE THE CPI!!! I HAVE BEEN ASKING POLITELY FOR A WHILE SO NOW IM SCREAMING.
NOW
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最新
This market downturn has nothing to do with AI, and everything to do with oil.
Next they looked at the $200B+ in CapEx this year killing GOOGs cash flow (-$9B in Q3 alone). … All of a sudden GOOG is no longer looking like a cash rich company printing money on ad revenue.
3 天前
Daily Discussion Thread for October 29, 2026
Buys GPUs. Reports unrealized gains in stock as 'profit'. … Funds both, also reports their unrealized gains as profit.
GOOG 10%: Still the strongest AI stock despite the noise of Search! 14 P/E, $514B Cloud Backlog and $62B TPU Silicon Printing press.
Sure it's great for the company if those valuations hold or even better increase. … But it's more of a one time gain and not representative of what typical operations is going to generate on the earnings front.
In Q4 2019 Google search was 60% of Google's revenue and today it's under 50%. Google has become a very diversified business
SPCX is the easiest company to extract financials around AI datacenter because they have such small scale relative to the hyperscalers. … There's a lot of room for profit margin then when looking back to that $24b/year revneue.
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
I am here doing my research. The vast majority of Reddit sentiment towards GOOGL is positive and it's a buy. I am more cautious, but I think support is at 270 so it's close enough. Next earnings gets ANT IPO CapApp towards EPS.
5 天前
Anthropic files to go public
What company have you seen before that can match ANT nominal revenue and growth numbers at an early stage? … It does not exist. You'd only find it another extreme outlier, but doing it at more mature stage, and that is NVDA.
Daily Discussion Thread for October 26, 2026
Waiting for ANT to join CRWV and OKLO with insiders dumping up to 15% of the entire stock onto retail without making a dollar of profit LMFAO.