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Thomas Chua

@SteadyCompound

Founder, Steady Compounding. Author, The Lunch Break Investor. Businesses strong enough to do the heavy lifting, so I can get on with living.

 Every Sunday, free
steadycompounding.com
Joined October 2020
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  • Followers83.6K
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Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)Photo by Thomas Chua (@SteadyCompound)
Ma, I wrote a #1 best seller. The Lunch Break Investor debuted at #1 on the Straits Times bestseller list. (She's the one with her eyes closed, standing next to me.)
Image from Thomas Chua (@SteadyCompound)
Image from Thomas Chua (@SteadyCompound)
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3-Bullet Sunday goes out tomorrow. Every week: the three most interesting things I read, watched, or listened to on investing. No price targets. No hot takes. Just the stuff worth your Sunday coffee. It's free: steadycompounding.com/subscr…
3-Bullet Sunday by Thomas Chua - Steady Compounding

3-Bullet Sunday by Thomas Chua - Steady Compounding

Every Sunday I send the three most interesting things I read, watched, or listened to that week on investing. Join 11,000 investors.

steadycompounding.com
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Thomas Chua retweeted
Thomas Chua (@SteadyCompound) profile picture
Thomas Chua
@SteadyCompound16h
Google Cloud added the most incremental revenue of the big three cloud providers this quarter. But part of that is hardware... Google sold TPUs and booked those sales in Cloud. And they mentioned it is a significant contributor to growth for GCP, altho they didn't break out how much. GCP's operating margin went from 23.7% a year ago to 36.2%.
Bar charts ranking AWS, Azure and Google Cloud for the July to September 2026 quarter. Revenue: AWS $46.0B, Azure $33.2B, Google Cloud $30.7B. Growth vs a year ago: Google Cloud +103%, Azure +48%, AWS +39%. Revenue added vs a year ago: Google Cloud +$15.6B, AWS +$13.0B, Azure +$10.8B. Google Cloud includes Workspace and TPU system sales.

ALT Bar charts ranking AWS, Azure and Google Cloud for the July to September 2026 quarter. Revenue: AWS $46.0B, Azure $33.2B, Google Cloud $30.7B. Growth vs a year ago: Google Cloud +103%, Azure +48%, AWS +39%. Revenue added vs a year ago: Google Cloud +$15.6B, AWS +$13.0B, Azure +$10.8B. Google Cloud includes Workspace and TPU system sales.

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Google Cloud added the most incremental revenue of the big three cloud providers this quarter. But part of that is hardware... Google sold TPUs and booked those sales in Cloud. And they mentioned it is a significant contributor to growth for GCP, altho they didn't break out how much. GCP's operating margin went from 23.7% a year ago to 36.2%.
Bar charts ranking AWS, Azure and Google Cloud for the July to September 2026 quarter. Revenue: AWS $46.0B, Azure $33.2B, Google Cloud $30.7B. Growth vs a year ago: Google Cloud +103%, Azure +48%, AWS +39%. Revenue added vs a year ago: Google Cloud +$15.6B, AWS +$13.0B, Azure +$10.8B. Google Cloud includes Workspace and TPU system sales.

ALT Bar charts ranking AWS, Azure and Google Cloud for the July to September 2026 quarter. Revenue: AWS $46.0B, Azure $33.2B, Google Cloud $30.7B. Growth vs a year ago: Google Cloud +103%, Azure +48%, AWS +39%. Revenue added vs a year ago: Google Cloud +$15.6B, AWS +$13.0B, Azure +$10.8B. Google Cloud includes Workspace and TPU system sales.

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Brian Niccol: “Back to Starbucks started as a turnaround plan. And now back to Starbucks is our growth plan.” Some numbers from Q4: North America revenue +6% US comps +7.7% US transactions +2.4% Op margin 14%, up 450bp EPS +54% Buybacks are also getting a restart.
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Meta Q3 2026 report is out for SCIS members. Revenue up 26%. Adjusted EPS up 2%. Free cash flow negative. Between 2017 and 2025 Meta spent $174B buying back shares at roughly $290. Now it’s selling them at $625. Where the growth went, what Class C does for Zuck’s control, and what I’m doing with my position: steadycompounding.com/invest…
Meta Q3 2026: Revenue Up 26%, EPS Up 2%, and a $97.5B Raise

Meta Q3 2026: Revenue Up 26%, EPS Up 2%, and a $97.5B Raise

Meta grew revenue 26% in Q3 2026 but adjusted EPS only 2%. Free cash flow went negative and Meta is raising $97.5 billion of new equity. Where the money went.

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Buy and verify, not buy and forget. Three questions I run on every holding after earnings: 1. Is the reason I bought still true? 2. Is the moat getting wider or narrower? 3. Would I buy it today, at this price, knowing what I know now?
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On Meta's Muse push.
Thomas Chua (@SteadyCompound) profile pictureThomas Chua
@SteadyCompoundOct 29
Replying to @the_zack_zhu
no network effects but I think it's cognizant of the switching costs after a person has become integrated with its first AI agent. after the initial setup phase for most folks it doesn't need to be the best it just need to be good enough (and free) for them to not switch.
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Made my day to see this review! Grab The Lunch Break Investor here: steadycompounding.com/the-lu…
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they weren't kidding when they say bro is a great marketer Join using my code F8YD9H in Settings after opening your account to get 1 billion tokens each.
Alexandr Wang (@alexandr_wang) profile pictureAlexandr Wang
@alexandr_wangOct 28
this is about to be so many of your muses in singapore
Image from Alexandr Wang (@alexandr_wang)
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Oops code limit hit
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Muse has finally reached Singapore! Join using my code F8YD9H in Settings after opening your account to get 1 billion tokens each.
Image from Thomas Chua (@SteadyCompound)
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Oops code limit hit
Image from Thomas Chua (@SteadyCompound)
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Muse still isn’t available in Singapore. So I’m deciding between Grokbot and Dots. If you’ve used either... which would you pick and why?
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the universe is funny this way, right when I spent half a day ytd to set up Grok Bot... Muse drops today. if you want to join Muse, use my code F8YD9H at Settings and we'll get 1 billion tokens each nitter.cf/alexandr_wang/status/2…
Alexandr Wang (@alexandr_wang) profile pictureAlexandr Wang
@alexandr_wangOct 28
🚨 MUSE ALERT 🚨 muse just touched down in SINGAPORE 🇸🇬 muse's global tour continues 🌏
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Take a look at Muse – your personal AI agent. Redeem my code in Settings within 48 hours of joining and we'll both get 1 billion Muse tokens. Code: F8YD9H muse.ai/join
Muse — Your Personal AI Agent

Muse — Your Personal AI Agent

Try Muse, your personal AI agent that gets things done. Give Muse a goal or an everyday task and it handles the rest, from finances and health to shopping and the people you care about.

muse.ai
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The Lunch Break Investor has entered the best selling list on Kinokuniya Malaysia!
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MPH Malaysia is out of stock currently. You can get it at Kinokuniya or Tsutaya.
Image from Thomas Chua (@SteadyCompound)
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Alright guys, ya'll are very persuasive. I'm on Grok Bot! Setting it up now. Drop your fav/most interesting use cases below!
Thomas Chua (@SteadyCompound) profile pictureThomas Chua
@SteadyCompoundOct 27
Muse still isn’t available in Singapore. So I’m deciding between Grokbot and Dots. If you’ve used either... which would you pick and why?
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Anthropic's compute commitments disclosed in it's S-1:
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Operating CF became positive in H1 2026:
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It's reliant on partnerships with cloud providers to sell its AI:
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