@bruhwhosella:

Elbel👑
Elbel👑
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Region: US
Tuesday 14 February 2023 19:29:21 GMT
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_fatimaalaa
Fatima Ali :
We’re the fit from ?
2023-02-22 16:50:39
12
monettetarvaran
Monette Tarvaran :
SHARE FIT DETAILS PLZ
2023-03-30 16:33:44
2
kirtlogan
Kirt Logan :
she's got the hair flip down 🥰
2023-02-16 03:18:48
3
manjindersingh1065
manjindersingh1065 manny :
🥰🥰 Cool sunglasses 🕶 😎
2023-03-07 03:59:19
7
_.mihailo.__
💎 :
I should be on the seat next to u
2023-02-14 19:38:57
2
oq______d
oq______d :
where is ur outfit from?🥺
2023-04-18 07:17:40
1
tripathimadav
madav tripathi :
good
2023-04-17 04:43:40
0
user326101255703
Europ2025 :
So magisch schön!
2023-03-20 07:39:41
5
dcpanda2823
DCpanda :
no woman comes close to your beauty. All time number one. 🥰🥰🥰🥰🥰🥰🥰🥰
2023-02-25 14:00:52
3
fabriirguez
Fabricio Andree :
Ale ale alejandrooo
2023-02-14 19:48:40
2
_marcuxsx
Marcus.9 :
@d.boily
2023-02-15 05:50:26
4
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**Google’s EPS just jumped 300%. Almost none of that is real.** The $9.11 they reported includes nearly $100B in equity gains — one-off, non-recurring. Strip it out and adjusted EPS is $2.85, a slight miss vs. expectations. ✅The business underneath is genuinely strong: - Revenue growth broad-based - Cloud accelerating to +82% YoY with expanding operating margins, on its way to a $100B business - YouTube, Search and Subscriptions all accelerating on a multi-year basis - Traffic acquisition costs growing slower than ad revenue, opex improved — more revenue at less cost to get it 🛑 What went wrong: free cash flow was negative, capex climbed again, and the $85B at-the-market raise adds dilution pressure to future EPS. Here’s what’s being overlooked. Cloud margins improved both YoY and QoQ — but the CFO said on the call to expect Q3 margin pressure from expanded third-party cloud capacity and the Wiz integration. Wall Street is preparing for a weaker print and will want proof it’s temporary. Running Q2 EPS as a conservative run rate puts it near 30x FY2026 adjusted earnings at $330. A great business at a premium it deserves — fair, not cheap. I’m not adding. I own a large position bought at a real discount. If you own none, I don’t hate it here — start small, average in, buy dips, control your sizing. NOT FINANCIAL ADVICE. DO YOUR OWN RESEARCH. THESE ARE MY PERSONAL THOUGHTS AND OPINIONS BASED ON WHAT I KNOW. At a ~30x adjusted FY2026 multiple - Google is fairly priced - not cheap $270~ with today’s numbers would be closer to 24x, much more attractive with their growth and dominant market position $220~ and below would be getting towards the valuation of the s&p average. Google > average s&p 500 company. This would be an amazing price assuming outlook remains constant. If you’re investing into Google - you have to believe their CAPEX spend with generate a great ROI, otherwise this may not be the investment for you. Follow for more breakdowns, what I’m buying, and all things markets.  #investing #stockmarket #google
**Google’s EPS just jumped 300%. Almost none of that is real.** The $9.11 they reported includes nearly $100B in equity gains — one-off, non-recurring. Strip it out and adjusted EPS is $2.85, a slight miss vs. expectations. ✅The business underneath is genuinely strong: - Revenue growth broad-based - Cloud accelerating to +82% YoY with expanding operating margins, on its way to a $100B business - YouTube, Search and Subscriptions all accelerating on a multi-year basis - Traffic acquisition costs growing slower than ad revenue, opex improved — more revenue at less cost to get it 🛑 What went wrong: free cash flow was negative, capex climbed again, and the $85B at-the-market raise adds dilution pressure to future EPS. Here’s what’s being overlooked. Cloud margins improved both YoY and QoQ — but the CFO said on the call to expect Q3 margin pressure from expanded third-party cloud capacity and the Wiz integration. Wall Street is preparing for a weaker print and will want proof it’s temporary. Running Q2 EPS as a conservative run rate puts it near 30x FY2026 adjusted earnings at $330. A great business at a premium it deserves — fair, not cheap. I’m not adding. I own a large position bought at a real discount. If you own none, I don’t hate it here — start small, average in, buy dips, control your sizing. NOT FINANCIAL ADVICE. DO YOUR OWN RESEARCH. THESE ARE MY PERSONAL THOUGHTS AND OPINIONS BASED ON WHAT I KNOW. At a ~30x adjusted FY2026 multiple - Google is fairly priced - not cheap $270~ with today’s numbers would be closer to 24x, much more attractive with their growth and dominant market position $220~ and below would be getting towards the valuation of the s&p average. Google > average s&p 500 company. This would be an amazing price assuming outlook remains constant. If you’re investing into Google - you have to believe their CAPEX spend with generate a great ROI, otherwise this may not be the investment for you. Follow for more breakdowns, what I’m buying, and all things markets. #investing #stockmarket #google

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