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@mamiii6038: #CapCut

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Monday 22 June 2026 14:47:29 GMT
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Comments

ms2jak
M$2💠_Ĵåčk🚭 :
Ma seule et unique 🥰
2026-06-22 21:47:27
2
usermassajhon
user9232361707197 :
la belle 💞💞💞
2026-07-03 02:32:54
0
chicago.og10
OG yé 10 :
tu es très belle 🥰
2026-07-30 10:43:47
0
paloises8
La paloises ❤️ :
Toute belle ma vie 🥰🥰
2026-06-22 15:22:16
1
pchaofficiel4
pcha officiel :
cv macheri 🥰🥰
2026-06-22 15:16:00
0
cheick2846
Cheick By :
tu es tellement belle 🌹
2026-06-29 23:42:04
0
gnouel.ke
Noel koné 😍🌹 :
Lpb de sa génération 💋😁
2026-06-23 00:23:33
0
kingbigacheebigac
kingbigacheebigac :
Sunny show on my belly you love yet they pull that you are donate an email to telephone
2026-06-22 15:49:05
0
weshpalacy
T4tawesh501 ❣️ :
Bb
2026-06-23 21:22:00
0
bestie6806
💞 Batoss 💞 :
mon bb d'amour
2026-06-22 15:06:49
1
adjaalima7
Mima//wesh ❤ :
❤️❤️❤️adia alima ma coconi dron
2026-07-26 15:16:58
0
user9378313845759
baissai ibrahim indiqué6203801 :
salut ma belle
2026-06-23 02:18:59
0
skboys372
SK BOYS :
mamiiiiiii👍👍👍
2026-06-22 18:02:08
0
bella_choco_05
Bella choco ❤️ officiel :
mon ♥️
2026-06-24 19:49:19
0
vera.loozin
Dounakè :
malienne
2026-06-23 21:03:17
0
bmgaliou
Bmg~Aliou❤️🌟🥇 :
❤️❤️❤️
2026-06-22 19:32:07
1
oppal273
~•Sadio —La star 🇨🇮😝🎉 :
❤️❤️
2026-06-23 13:37:29
1
coulibalybrehimal
C3 Gamzin Gna maman marl bandi :
❤️❤️❤️
2026-06-22 20:04:13
2
fousseneee
fousseneee :
🥰🥰🥰
2026-06-22 21:43:03
0
gnouel.ke
Noel koné 😍🌹 :
💋💋
2026-06-22 15:13:32
1
badiallo.deh
👑🎀B~A~D~I~A~L~L~O🎀👑 :
🥰
2026-06-23 22:54:34
1
zoo01225
Zoo :
🥰🥰🥰
2026-06-22 23:59:06
0
223inasira
Sira ni coumbati :
🥰🥰🥰
2026-06-24 20:47:36
0
lagar.boss8
Lakaré wesh 💫 :
😍😍
2026-06-23 00:30:24
0
bahdiawara13
🥷🏿 :
❤️
2026-06-22 14:50:52
1
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Other Videos

Sorry for mic #trader #success #motivational Why I'm Building a £10,000 Position in Alphabet (Google) Following Alphabet's recent pullback after earnings, I've decided to continue building a £10,000 long-term position. While the market has focused heavily on the company's increasing capital expenditure (CapEx), I believe many investors are overlooking the long-term value those investments could create. Here's my investment thesis. The Business Is Still Performing Exceptionally Well Despite concerns surrounding AI spending, Alphabet continues to deliver impressive operational performance. Recent quarterly results showed: 24% revenue growth 17% growth in Google Search 13% growth in YouTube Advertising 82% growth in Google Cloud $514 billion Cloud backlog That backlog is particularly important. It represents contracted business that has yet to be recognised as revenue, providing strong visibility into future cloud growth. To me, these numbers don't suggest weakening demand. If anything, they demonstrate that demand for Google's AI infrastructure and cloud services continues to accelerate. Why Investors Are Concerned The primary concern is Alphabet's increasing capital expenditure. Management expects to spend approximately $175-185 billion throughout 2026 on AI infrastructure, servers, networking equipment and data centres. Naturally, higher CapEx places pressure on near-term free cash flow and profitability, which is why many investors reacted negatively. However, I think the market is focusing too much on today's earnings rather than tomorrow's earning potential. Growth CapEx vs Maintenance CapEx One distinction many investors overlook is the difference between maintenance CapEx and growth CapEx. Maintenance CapEx simply keeps an existing business operating. Growth CapEx is invested with the expectation of generating significantly higher future cash flows. Alphabet's current spending is largely growth-oriented. The company is investing aggressively into: AI data centres Machine learning infrastructure Cloud computing capacity Networking infrastructure Custom AI hardware Management has stated that approximately 60% of this spending relates to servers and machine-learning hardware, while around 40% is allocated towards longer-duration infrastructure such as data centres and networking assets. A significant proportion of this infrastructure will directly support Google Cloud. If these investments generate returns above Alphabet's cost of capital, today's higher CapEx could become tomorrow's earnings growth. Alphabet Owns Almost The Entire AI Stack One of Alphabet's biggest competitive advantages is vertical integration. Unlike many AI companies, Alphabet controls almost every layer of the technology stack. This includes: Gemini AI models Google Search Google Cloud Android Chrome Google Maps YouTube Google Workspace Google Play Proprietary Tensor Processing Units (TPUs) Owning the full stack allows Alphabet to optimise performance, reduce infrastructure costs and monetise AI across multiple products simultaneously. Tensor Processing Units (TPUs) One area I believe many investors underestimate is Google's custom AI chips. Rather than relying entirely on third-party hardware, Alphabet develops its own Tensor Processing Units (TPUs). Its latest generation, Ironwood, has been designed specifically for large-scale AI training and inference. Benefits include: Lower inference costs Higher computational efficiency Better performance per watt Reduced reliance on external suppliers Improved long-term cloud margins As AI demand continues growing, owning proprietary hardware could become a major competitive advantage. Google Cloud Google Cloud remains one of the fastest-growing areas of the business. Cloud revenue continues accelerating while enterprise demand for AI infrastructure grows rapidly. The $514 billion backlog provides confidence that a significant amount of future revenue has already been contracted. As AI adoption increases across businesses worldwide, cloud infrastructure is likely to become o
Sorry for mic #trader #success #motivational Why I'm Building a £10,000 Position in Alphabet (Google) Following Alphabet's recent pullback after earnings, I've decided to continue building a £10,000 long-term position. While the market has focused heavily on the company's increasing capital expenditure (CapEx), I believe many investors are overlooking the long-term value those investments could create. Here's my investment thesis. The Business Is Still Performing Exceptionally Well Despite concerns surrounding AI spending, Alphabet continues to deliver impressive operational performance. Recent quarterly results showed: 24% revenue growth 17% growth in Google Search 13% growth in YouTube Advertising 82% growth in Google Cloud $514 billion Cloud backlog That backlog is particularly important. It represents contracted business that has yet to be recognised as revenue, providing strong visibility into future cloud growth. To me, these numbers don't suggest weakening demand. If anything, they demonstrate that demand for Google's AI infrastructure and cloud services continues to accelerate. Why Investors Are Concerned The primary concern is Alphabet's increasing capital expenditure. Management expects to spend approximately $175-185 billion throughout 2026 on AI infrastructure, servers, networking equipment and data centres. Naturally, higher CapEx places pressure on near-term free cash flow and profitability, which is why many investors reacted negatively. However, I think the market is focusing too much on today's earnings rather than tomorrow's earning potential. Growth CapEx vs Maintenance CapEx One distinction many investors overlook is the difference between maintenance CapEx and growth CapEx. Maintenance CapEx simply keeps an existing business operating. Growth CapEx is invested with the expectation of generating significantly higher future cash flows. Alphabet's current spending is largely growth-oriented. The company is investing aggressively into: AI data centres Machine learning infrastructure Cloud computing capacity Networking infrastructure Custom AI hardware Management has stated that approximately 60% of this spending relates to servers and machine-learning hardware, while around 40% is allocated towards longer-duration infrastructure such as data centres and networking assets. A significant proportion of this infrastructure will directly support Google Cloud. If these investments generate returns above Alphabet's cost of capital, today's higher CapEx could become tomorrow's earnings growth. Alphabet Owns Almost The Entire AI Stack One of Alphabet's biggest competitive advantages is vertical integration. Unlike many AI companies, Alphabet controls almost every layer of the technology stack. This includes: Gemini AI models Google Search Google Cloud Android Chrome Google Maps YouTube Google Workspace Google Play Proprietary Tensor Processing Units (TPUs) Owning the full stack allows Alphabet to optimise performance, reduce infrastructure costs and monetise AI across multiple products simultaneously. Tensor Processing Units (TPUs) One area I believe many investors underestimate is Google's custom AI chips. Rather than relying entirely on third-party hardware, Alphabet develops its own Tensor Processing Units (TPUs). Its latest generation, Ironwood, has been designed specifically for large-scale AI training and inference. Benefits include: Lower inference costs Higher computational efficiency Better performance per watt Reduced reliance on external suppliers Improved long-term cloud margins As AI demand continues growing, owning proprietary hardware could become a major competitive advantage. Google Cloud Google Cloud remains one of the fastest-growing areas of the business. Cloud revenue continues accelerating while enterprise demand for AI infrastructure grows rapidly. The $514 billion backlog provides confidence that a significant amount of future revenue has already been contracted. As AI adoption increases across businesses worldwide, cloud infrastructure is likely to become o
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