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@christina.nguyn0: câu chuyện tài sản#nguyenphuonghang

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Tuesday 18 August 2026 14:27:41 GMT
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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
#ethiopian_tik_tok🇪🇹🇪🇹🇪🇹🇪🇹 #copylinkplease💗 #creatorsearchinsights #ፍቅር➻ብቻ🖇ፍቅር➻ብቻ❤🥀🔐
#ethiopian_tik_tok🇪🇹🇪🇹🇪🇹🇪🇹 #copylinkplease💗 #creatorsearchinsights #ፍቅር➻ብቻ🖇ፍቅር➻ብቻ❤🥀🔐
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#3danimation #animation #3D #fyp #xybca
Ada yang bilang…
Ada yang bilang… "Kalau berhenti mengejar, kita akan tertinggal." Tapi ada juga yang bilang… "Kalau terus mengejar, kita akan lupa menikmati hidup." Menurutku, dua-duanya tidak salah. Yang jadi pertanyaan adalah… Sampai kapan kita harus terus mengejar? Sampai punya rumah? Sampai punya mobil? Sampai gaji sekian? Atau… sampai kita sadar bahwa sebagian mimpi yang dulu kita kejar, ternyata sudah ada di tangan kita? Aku penasaran dengan pendapat kalian. #HelloTalkFriend #languagepartner #foryou #fyp #relatable
“ nghe suy qua..!🎭 #SuyTT1💫 #buon_tam_trang #nhacsuy #tinhyeu #videoviral
“ nghe suy qua..!🎭 #SuyTT1💫 #buon_tam_trang #nhacsuy #tinhyeu #videoviral
Alone at dusk ☁️ #dusk #nostalgia #walkingonadream
Alone at dusk ☁️ #dusk #nostalgia #walkingonadream

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