Thread Reader helps you read and share Twitter threads easily!
I'm @ThreadReaderApp a Twitter bot here to help you read threads more easily. To trigger me, you just have to reply to (or quote) any tweet of the thread you want to unroll and mention me with the "unroll" keyword and I'll send you a link back on Twitter 😀
— Thread Reader App (@threadreaderapp) November 25, 2017
X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll"
@threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!
Recent
For 1st time ever, $GOOG reported negative cash flow. It can easily crash 10% in right now.
But, here's why its actually bullish:
But, here's why its actually bullish:
In 1-2 years $GOOG should be at $600+ and here's why:
1. Revenue: $119.8B, up 24% — BULLISH
The first thing that jumps out at me is that this is Alphabet's 12th straight quarter of double digit growth, and it's accelerating, not fading. A company this size growing 24% shouldn't be normal, but here we are. US revenue alone ripped 32%. That's my green light right at the top.
2. Google Cloud: +82% to $24.8B — BULLISH
This is the number I care about most, and it's the headline everyone will lead with. Cloud didn't just grow, it accelerated into the 80s on enterprise AI demand. When I'm sizing up whether Google is winning the AI buildout, this line is my scoreboard, and right now it's flashing green.
3. Cloud operating income tripled to $8.8B — BULLISH
Here's what most people miss: I'm not just watching Cloud's top line, I'm watching whether it makes money. Margins went from ~21% to ~36% year over year.
That tells me this isn't growth I'm paying for with burned cash, it's growth with real leverage underneath it. To me, that's more bullish than the 82% itself.
4. Operating income +30%, margin 34% — BULLISH
This is the combo I always hunt for: spending aggressively on AI while expanding margins. Most companies do one or the other. Alphabet did both this quarter, and that's the sign of a business with genuine pricing power and discipline.
5. EPS $9.11, up 294% — NEUTRAL (and here's your trap)
Don't let anyone sell you that 294% number. When I dig in, $6.26 of that EPS came from a one time $99B unrealized gain on their equity stakes, paper money, not the business. Strip it out and core EPS is around $2.85 vs $2.31, so really ~23% growth.
Still great. But quote the 294% headline and someone smarter in the replies will eat you alive.
6. Free cash flow went NEGATIVE: -$5.86B — BEARISH
This is the one that made me sit up. For the first time I can remember, Alphabet burned cash for the quarter. Trailing twelve FCF is still $53B, but the trajectory is falling off a cliff as they spend. I'm not panicking, but I'm watching this like a hawk, and so should you.
7. CapEx doubled to $44.9B — MIXED
Here's the direct cause of that negative FCF: they're spending like crazy on AI infrastructure. I read this two ways at once, bullish if you believe the buildout pays off, bearish if you care about near term cash. I lean toward "this is the price of staying in the game."
8. Buybacks went to ZERO, and they raised ~$70B in equity and debt — BEARISH/NEUTRAL
This is the structural shift nobody's talking about. A year ago Google bought back $13B of stock. This quarter? Zero. Instead they raised ~$50B in equity and $20B in notes, and doubled their long term debt. When a cash machine flips into a capital raiser, I take note. That's dilution and leverage where there used to be neither.
9. Search +17% to $63.3B — BULLISH
This is my favorite point, because it kills the biggest bear case on the stock. Everyone's been screaming "AI is going to kill Google Search." The data says the opposite: AI features are driving query growth. Until this line breaks, the "Search is dying" thesis is dead in the water.
10. Gemini traction is real — BULLISH
Numbers don't lie: 950M monthly actives on the Gemini app, 22B API tokens a minute, and roughly 90% of the Fortune 100 on Gemini Enterprise. When I want proof Google's AI is being used and not just demoed, this is it, and it flows straight into those Cloud numbers.
1. Revenue: $119.8B, up 24% — BULLISH
The first thing that jumps out at me is that this is Alphabet's 12th straight quarter of double digit growth, and it's accelerating, not fading. A company this size growing 24% shouldn't be normal, but here we are. US revenue alone ripped 32%. That's my green light right at the top.
2. Google Cloud: +82% to $24.8B — BULLISH
This is the number I care about most, and it's the headline everyone will lead with. Cloud didn't just grow, it accelerated into the 80s on enterprise AI demand. When I'm sizing up whether Google is winning the AI buildout, this line is my scoreboard, and right now it's flashing green.
3. Cloud operating income tripled to $8.8B — BULLISH
Here's what most people miss: I'm not just watching Cloud's top line, I'm watching whether it makes money. Margins went from ~21% to ~36% year over year.
That tells me this isn't growth I'm paying for with burned cash, it's growth with real leverage underneath it. To me, that's more bullish than the 82% itself.
4. Operating income +30%, margin 34% — BULLISH
This is the combo I always hunt for: spending aggressively on AI while expanding margins. Most companies do one or the other. Alphabet did both this quarter, and that's the sign of a business with genuine pricing power and discipline.
5. EPS $9.11, up 294% — NEUTRAL (and here's your trap)
Don't let anyone sell you that 294% number. When I dig in, $6.26 of that EPS came from a one time $99B unrealized gain on their equity stakes, paper money, not the business. Strip it out and core EPS is around $2.85 vs $2.31, so really ~23% growth.
Still great. But quote the 294% headline and someone smarter in the replies will eat you alive.
6. Free cash flow went NEGATIVE: -$5.86B — BEARISH
This is the one that made me sit up. For the first time I can remember, Alphabet burned cash for the quarter. Trailing twelve FCF is still $53B, but the trajectory is falling off a cliff as they spend. I'm not panicking, but I'm watching this like a hawk, and so should you.
7. CapEx doubled to $44.9B — MIXED
Here's the direct cause of that negative FCF: they're spending like crazy on AI infrastructure. I read this two ways at once, bullish if you believe the buildout pays off, bearish if you care about near term cash. I lean toward "this is the price of staying in the game."
8. Buybacks went to ZERO, and they raised ~$70B in equity and debt — BEARISH/NEUTRAL
This is the structural shift nobody's talking about. A year ago Google bought back $13B of stock. This quarter? Zero. Instead they raised ~$50B in equity and $20B in notes, and doubled their long term debt. When a cash machine flips into a capital raiser, I take note. That's dilution and leverage where there used to be neither.
9. Search +17% to $63.3B — BULLISH
This is my favorite point, because it kills the biggest bear case on the stock. Everyone's been screaming "AI is going to kill Google Search." The data says the opposite: AI features are driving query growth. Until this line breaks, the "Search is dying" thesis is dead in the water.
10. Gemini traction is real — BULLISH
Numbers don't lie: 950M monthly actives on the Gemini app, 22B API tokens a minute, and roughly 90% of the Fortune 100 on Gemini Enterprise. When I want proof Google's AI is being used and not just demoed, this is it, and it flows straight into those Cloud numbers.
I'm keeping my eyes on their AI infrastructure buildout, because that ~$70B they just raised goes straight into data centers and compute. That's the bet.
The one that excites me most is TPU systems as a product. Google is now selling its own AI chips to enterprise customers, and that inventory jump from $2.4B to $10B tells me they're building to ship a lot more. Brand new revenue line, and it puts them head to head with $NVDA in a way most people aren't pricing in yet.
I'm also watching Gemini Enterprise, where near full Fortune 100 penetration gives them a massive base to upsell into. Their new Gemini 3.5 Flash Cyber model pushes deeper into enterprise security, a market they've barely tapped. And in the background, Waymo keeps scaling as the real optionality inside Other Bets, while YouTube proved this quarter it's becoming the place for live global events, with 1.7B unique viewers on World Cup content alone.
Bottom line the way I see it: the bull case is Cloud accelerating, margins expanding, and Search refusing to die. The bear case is capex exploding, free cash flow going negative, and buybacks off with dilution on.
The one that excites me most is TPU systems as a product. Google is now selling its own AI chips to enterprise customers, and that inventory jump from $2.4B to $10B tells me they're building to ship a lot more. Brand new revenue line, and it puts them head to head with $NVDA in a way most people aren't pricing in yet.
I'm also watching Gemini Enterprise, where near full Fortune 100 penetration gives them a massive base to upsell into. Their new Gemini 3.5 Flash Cyber model pushes deeper into enterprise security, a market they've barely tapped. And in the background, Waymo keeps scaling as the real optionality inside Other Bets, while YouTube proved this quarter it's becoming the place for live global events, with 1.7B unique viewers on World Cup content alone.
Bottom line the way I see it: the bull case is Cloud accelerating, margins expanding, and Search refusing to die. The bear case is capex exploding, free cash flow going negative, and buybacks off with dilution on.
Some men grow up having to be a companion to their mother.
They're seen as "mama's boys" but something deeper is going on...
They're seen as "mama's boys" but something deeper is going on...
This is called enmeshment.
Mother son enmeshment is when a son fills the role for his mother that a partner would fill. This begins because the mother is in an emotionally neglectful relationship or feels isolated and alone.
Mother son enmeshment is when a son fills the role for his mother that a partner would fill. This begins because the mother is in an emotionally neglectful relationship or feels isolated and alone.
Her son becomes the person to meet her needs.
She tells him everything and over-relies on him, so he grows up without developing autonomy.
He lacks the ability to understand his own emotions, desires, and opinions.
She tells him everything and over-relies on him, so he grows up without developing autonomy.
He lacks the ability to understand his own emotions, desires, and opinions.
@HarmanBhanguBC don't waste your time with DonnyPoopy......
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
@HarmanBhanguBC don't waste your time with DonnyPoopy......
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
@HarmanBhanguBC don't waste your time with DonnyPoopy......
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242
@HarmanBhanguBC @SurreyRCMP @surreyps @LangleyRCMP @ChrisPentecos @DonaldNNCIM21 @LangleyResident @BarbaraDoduk @Cdnwatcher @Istandtoreason @facepalmchris @trustednerd @felixcruggins @CultureGuard @WaxMyBallsShow @FranLa9 @kfurneaux20 @VernThurston @JonYaniv @JNonsense46242 @threadreaderapp unroll
"The sources declined to disclose the exact number or locations of CIA facilities hit by Iranian drones. One source put the number at 'more than one and fewer than a dozen.' A second source said several facilities were hit."
"U.S. intelligence officials have not yet reached firm conclusions about the possible Russian involvement in the attacks on CIA facilities. But they cited the strikes' effectiveness and apparent precision, as well as Russia's broader technical support for Iran, as possible evidence."
"At least two CIA sites were struck in March, Reuters and other outlets have reported. One of the facilities was the CIA station in Saudi Arabia, which is located in the U.S. embassy in Riyadh, and a separate site was located in eastern Iraq. Some of the sources said additional CIA sites had been hit, but they did not disclose details."
1/🧵 If you think "demagogue" just means "politician I don’t like," you’re missing one of the most important political concepts of our time.
Once you see how demagogues operate, you’ll start noticing them everywhere. Read on 👀👇
Once you see how demagogues operate, you’ll start noticing them everywhere. Read on 👀👇
2/ A demagogue isn’t just loud or polarizing. It’s a leader who climbs by intentionally weaponizing fear, resentment, and prejudice instead of making serious, evidence‑based arguments.
These behaviors represent a method, not an accident.
These behaviors represent a method, not an accident.
3/ The demagogue's signature move: split the world into a righteous "people" and one or more corrupt, dangerous "them," then insist politics is a zero‑sum war between the two. Once that frame lands, compromise and criticism look like betrayal or treason.
Today was the last day of term at one of our local schools, and after I did the end of term assembly, one of the teachers asked if I could stick around and meet a class to answer some questions.
I had an hour free, so I did.
I had an hour free, so I did.
It was an 'A level' biology class. A levels are the exams you take at about age 18 here in the UK. You normally take about 3 or 4, so students often specialise in subjects that will lean towards what they will go on to study at university.
The teacher knows me well, and he knew that some of his class were interested in the intersection of faith and science - including pupils from Hindu, Muslim and Christian backgrounds - so he wanted to give them an opportunity to ask some questions.
1/ Following political pressure, Wildberries' CEO Tatyana Kim – Russia's richest woman – says that the company will compensate its sellers for their losses despite a recent change of its terms and conditions that absolved it of liability. ⬇️
2/ Colossal quantities of goods – likely hundreds of millions of items – have been destroyed in Ukraine's recent drone strikes on several Wildberries warehouses. Forbes Russia estimates the total damage so far to be as much as 283–303 billion rubles ($3.60–3.86 billion).
3/ Some individual traders have sustained huge losses. One company alone, Russian clothing brand Finn Flare, says it has lost goods worth over 100 million rubles ($1.28 million) in the fire caused by the attack on the Wildberries warehouse in Elektrostal.
Applebaum: Steve Witkoff and Jared Kushner negotiated with Russia over Ukraine while discussing mineral, oil and gas deals for connected US companies. They were not bargaining for Ukrainian security or America's European allies. That is a profound abuse of American power. 1/
Applebaum: The Trump administration is not withdrawing from the world. In Ukraine, it is trying to broker an end to Russia's war while negotiators seek business gains. US power is being used for the clique controlling Washington, not for alliances or peace. 2X
Source:
YouGov just released its latest 2026 data on the state of reading.
Here are 10 stats that will surprise you:
1) Over a third of adults (36%) are reading fewer books than they did 10 years ago.
Here are 10 stats that will surprise you:
1) Over a third of adults (36%) are reading fewer books than they did 10 years ago.
2) 50% of people say they're reading less because of too many distractions.
37% say it's due to having a shorter attention span.
37% say it's due to having a shorter attention span.
3) What are people doing instead of reading books?
• 55% are watching movies/tv
• 53% are scrolling social media
• 36% are playing video games
• 21% are listening to podcasts
• 55% are watching movies/tv
• 53% are scrolling social media
• 36% are playing video games
• 21% are listening to podcasts
Just going to say here, I think I've said this before, a 'historically accurate' version of the Odyssey is not possible because the Odyssey does not take place in a historical setting - it takes place in a fantastical pastiche of four centuries, mixed in with gods and monsters.
You could attempt a historically grounded depiction of what a siege or large raid in 1184 BC might have looked like, but that's not the Odyssey.
You could attempt a historically grounded depiction of what a sea voyage c. 750 BC might look like, but that's not the Odyssey either.
You could attempt a historically grounded depiction of what a sea voyage c. 750 BC might look like, but that's not the Odyssey either.
The chronological setting of the Odyssey really is, effectively, 'nowhen.'
It is absolutely set in the past, but not a specific, dateable past. Present tense (for Homer) stuff shows up, truly ancient s*** (for Homer) shows up. Also giants, monsters, giant monsters and gods.
It is absolutely set in the past, but not a specific, dateable past. Present tense (for Homer) stuff shows up, truly ancient s*** (for Homer) shows up. Also giants, monsters, giant monsters and gods.
