this is the follow-through that matters lol - it was already down ~14% after hours last night, now it's tracking its biggest intraday drop since 2016. that's not one earnings miss anymore, that's the market repricing the whole SaaS model in case AI eats it
虽然我肉身已经脱离了“僵尸军团”，但是精神上也得跟着承受这份尴尬😅
外国人你们一辈子也不会懂，当中国人最痛苦的一点是：每当这个傻逼中国政府又带着它的僵尸军团打着中国的旗号在世界面前发疯时，我明明什么都没做，却不得不跟着承受这份难堪。
在一个不正常的国家里坚持做正常人就是一种罪，清醒者举着烛火跋涉在狂热者的海啸里只有溺亡的份儿。
我举个例子，现在是1938年，地点是纳粹德国，希特勒已经开始对内压制言论并迫害犹太人，你是一个正常德国人，你叫Schneider，你说左派的报纸不应该被纳粹查封，一个正常的民族不应该迫害另一个民族，希特勒就是一个该死的纳粹独裁者，你说完周围所有德国人都说你是德国的叛徒，德国政府马上要派Gestapo那样的秘密警察把你抓走。
Schneider的处境就是现在正常中国人的处境。
这就是我最喜欢美国的地方，错了有人站出来说，可以站出来说，并且这个机制每四年就纠偏一次。
🇺🇸🔥 美国众议员 Robert Garcia 怒斥 Trump 政府：ICE、CBP 正在把美国变成一个警察国家！
Garcia 在国会发出严厉控诉：
“ICE、CBP 和国土安全部的其他机构，正在美国各地恐吓我们的社区！”
他列举了一系列令人震惊的执法行为：
❌ 未经司法授权，搜查民众住宅和车辆！
❌ 逮捕、拘留没有犯罪记录的人！
❌ 将人从汽车里强行拖出，殴打、施放催泪气体！
❌ 使用防暴武器，造成失明、肋骨骨折、毁容等严重伤害！
❌ 甚至向美国人民开枪！
更令人愤怒的是，联邦政府竟然把美国公民称为“国内恐怖分子”！
Garcia 痛斥：
“这些政策来自一群不尊重宪法、不尊重法律、甚至没有最基本谦卑之心的掌权者！”
他要求：
“所有参与这些罪行、恐怖行为和杀戮的人，都必须被追究责任！”
🇺🇸 我想问 Trump 和 Stephen Miller：
美国宪法在哪里？正当法律程序在哪里？美国人民的自由、尊严和生命权在哪里？
移民执法不是政治迫害！
执法徽章不是杀人许可证！
联邦政府不是 Trump 的私人警察部队！
国家的武装力量属于美国人民，不属于某个总统、家族或政党！
真正的法治，不是让执法者为所欲为，而是要求每一个拥有公权力的人，都必须接受宪法、法律与司法的约束！
如果违法暴力得到证实，任何参与者、指挥者和包庇者，都必须依法承担责任！
🔥 当权力不受约束，今天被践踏的是移民的权利，明天就可能是每一个美国人的自由！
🇺🇸 宪法高于总统！人民高于权力！法律面前人人平等！
NO ONE IS ABOVE THE LAW!
🎥 Robert Garcia 原视频：
record 107.4T won profit and 99% of it came from chips lol — memory rev +427% y/y, and Samsung says the shortage gets worse next year. it's not a phone company anymore, it's an HBM company with a phone side hustle. good sign heading into SanDisk tomorrow.
Samsung Electronics third-quarter profit in line with estimates amid rising demand for AI memory chips cnbc.com/2026/10/29/samsung-…
今天好多这种帖子，有人说毛泽东杀了3000万人，有人说3800万，有人说7800万，@grok 毛泽东到底杀了多少人？
the number that mattered wasn't the $225B revenue target lol — it's $30B in free cash flow by FY29 and capping new fundraising at $20B. oracle's whole bear case was 'great backlog, scary balance sheet.' today they finally answered the second half
Oracle gave a long-term outlook for free cash flow that was better than analysts’ estimates, easing investor nerves about the potential payoff from its artificial intelligence spending bloomberg.com/news/articles/…
Wendy's just got a $1.4B take-private bid — Trian-led group offering $7.35/share cash, ~20% premium, stock popped 15% to $7.07. catch: it's still down ~25% this year lol. a premium to yesterday, a discount to basically everything before that.
Cloud doubling to $30.7B is the story and the stock still fell ~10%lol — because capex hit $51.4B, free cash flow went -$9.1B and search missed. AI growth is real, it's just not free anymore. that's the whole hyperscaler trade in one quarter.
ALPHABET $GOOGL Q3’26 EARNINGS HIGHLIGHTS
🔹 EPS: $2.12
🔹 Revenue: $127.6B (Est. $128.22B) 🔴; +25% YoY
🔹 Google Cloud Revenue: $30.7B (Est. $29.15B) 🟢
🔹 Search & Other: $63.4B (Est. $64.99B) 🔴
🔹 YouTube Ads: $11.2B (Est. $11.4B) 🔴
🔹 CapEx: $51.4B (Est. $55.2B) 🟢
🔹 CapEx to Revenue: ~40.3%
Key Updates:
🔹 Equity Securities: $8.7B net unrealized loss; EPS impact $0.55
Google Services:
🔹 Google Services Revenue: $96.3B (Est. $98.42B) 🔴
🔹 Google Services Oper Income: $39.2B (Est. $40.8B) 🔴
🔹 Google Services Operating Margin: ~40.7%
🔹 Google Advertising: $82.0B (Est. $83.6B) 🔴
🔹 Google Network: $7.5B (Est. $7.2B) 🟢
🔹 Subscriptions, Platforms & Devices: $14.3B (Est. $14.85B) 🔴
Google Cloud:
🔹 Google Cloud Oper Income: $11.1B (Est. $9.75B) 🟢
🔹 Google Cloud Operating Margin: ~36.2%
Other Bets:
🔹 Revenue: $372M
🔹 Operating Loss: -$2.0B
Alphabet-Level Activities:
🔹 Oper Loss: -$7.7B; shared AI research and development expenses
Other Metrics:
🔹 Total Oper Income: $40.6B (Est. $43.23B) 🔴
🔹 Total TAC: $16.4B
🔹 Revenue ex-TAC: ~$111.2B
🔹 Employees: 204,757
🔹 Paid Subscriptions: 150M+
🔹 First-Party Model APIs: nearly 32B tokens per minute
Geographic Revenue:
🔹 U.S.: $67.7B; +39% YoY
🔹 EMEA: $32.7B; +9% YoY
🔹 APAC: $19.9B; +12% YoY
🔹 Other Americas: $7.1B; +17% YoY
Financials:
🔹 Operating Margin: 31.8%
🔹 Net Income: $26.5B
🔹 Other Income, Net: -$8.2B
🔹 Gain on Equity Securities, Net: -$8.7B
🔹 Operating Cash Flow: $42.3B (Est. $52.72B) 🔴
🔹 Free Cash Flow: -$9.1B (Est. -$2.7B) 🔴
🔹 TTM Free Cash Flow: $19.7B
🔹 Cash & Marketable Securities: $265.1B
🔹 Long-Term Debt: $125.1B
Capital Return:
🔹 Dividend: $0.22/share
🔹 Stock Repurchases: $0
CEO Sundar Pichai Commentary:
🔸 “Google Cloud revenues grew 103%, powered by huge demand for our AI infrastructure and AI solutions. We’re also seeing strong demand for our TPU systems across a wide range of customers.”
🔸 “Overall, our first-party model APIs are now processing nearly 32 billion tokens per minute, more than four times what we processed a year ago.”
🔸 “On top of that, the Gemini app has reached one billion users—making it the fastest-growing product in Google’s history—and we surpassed 150 million YouTube Music and Premium subscribers globally, including trials.”
20 years of 'nobody wants to touch their laptop screen' and Apple finally caved lol — OLED touchscreen MacBook Pro, starting at $2,899, ships Nov 6. that's a $400 premium just to smudge your display. Jobs would've hated it... I'm still kinda curious ngl
Apple finally did it. After two decades of spurning the idea, the company unveiled an overhauled MacBook Pro that includes a touch screen. @markgurman explains bloom.bg/3U1CBU7
Warsh is cutting the Fed to 6 rate votes a year by 2028, down from 8 — one meeting turns into a strategy session instead lol. fewer, bigger calls with more data in between. honestly, less meeting-by-meeting noise sounds right.
BREAKING: Fed Chair Warsh announces plans to overhaul the Fed's meeting schedule beginning in Fall 2027.
Under the new framework, one of the Fed's 8 annual meetings will focus on long-term strategy rather than voting on interest rates.
By 2028, Warsh expects just 6 interest rate-setting meetings per year, down from the current 8.
This will mark one of the biggest changes to the Fed's monetary policy process in decades.
scale check: 210M extra barrels sounds huge til you realize that's ~10 days of US oil consumption lol. the $45B in savings is the real story — mostly lands on small marginal wells where compliance cost per barrel was brutal
趁 FOMC 前做个预测：
CME FedWatch 今早显示，12 月加息概率约 84%，今天按兵不动的概率 90.6%。鹰派路径已经是基准预期，大概率Warsh今天照本宣科，市场没什么可跌的。
但凡多头能从Warsh的语气中解读出一点鸽味，市场立刻会爆拉，存储和半导体为先锋，SNDK今天明天20%左右涨幅可期。
cut? market's pricing ~90% hold, ~9% hike, basically zero chance of a cut lol. decision itself is the boring part — it's Warsh at 2:30pm ET and whether Hammack/Logan actually dissent for a hike that moves things
FOMC is today.
Will the Fed cut rates?
Join the experts, including:
@josephwang
@super_macro
@MPelletierCIO
@geokoutalidis
Listen in live today at 12:55PM EST:
nitter.cf/i/spaces/1aKbdEjMVMYJX
GE Vernova just crushed Q3 — revenue $12.64B (+27% YoY), EPS $4.81 vs $4.03 expected, orders up 96% to $29.3B. gas turbine orders: 112 vs 29 a year ago lol. AI data centers need power, and a $197B backlog says nobody is waiting around.
taking it private is basically admitting the turnaround can't survive quarterly earnings calls lol. Peltz has circled this one since 2022 — now he's buying the dip in the whole company.
Nelson Peltz's Trian Fund Management offered $1.4 billion to take Wendy's private.
The $7.35-per-share bid represents a roughly 20% premium over the burger chain's valuation at Tuesday's close.
The Trian-led group, which includes restaurant operator Flynn Group and investment firms BlueFive Capital and Sixth Street Partners, says the struggling chain needs years of turnaround work that's better done outside the public markets.
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Full story here foxbusiness.com/markets/nels…
