NeutralGOOGLAlphabetAlphabetAMZNAmazonAmazonGOOGAlphabetAlphabetMSFTMicrosoftMicrosoft
1w ago on
Pop Quiz: YOY growth in cloud revenue growth across $MSFT $GOOG and $AMZN was?
View original →
Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.
Cite asCryptoQuant has tracked the directional calls on GOOGL by @ramahluwalia on X since Mar 2026: not yet scored on GOOGL (as of Nov 11, 2026).
1 GOOGL call on record, a thin history.
Relative view by default: fewer than 30 GOOGL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ramahluwalia to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Pop Quiz: YOY growth in cloud revenue growth across $MSFT $GOOG and $AMZN was?
View original →Does AI Own the Customer? This past month we are seeing questions around who ‘Who owns the relationship’? Examples: 1) Amazon shuts out Muse from direct access — Can Amazon grow ad revenue if consumers delegate to agents? — Can Muse get transaction fees and get a slice of e-commerce (like TikTok) 2) Reddit reports lower traffic from lower Google search 3) Banks seek to deny AI agents access to their accounts
View original →ANTHROPIC'S S-1 SHOWS 48% OF ITS REVENUE FLOWS THROUGH AMAZON, GOOGLE AND MICROSOFT. All three also compete with it. I sat down with @mparekh to go through the filing. Cambrian explosion or extinction event? Premieres Fri · 12 PM ET https://t.co/pikgQvNla5 https://t.co/RtUpSPgd0s
View original →FSD: Microsoft & Google https://t.co/doZwO5aOsu
View original →Anthropic S-1 There’s often a mismatch between how VCs look at companies, and public markets investors. VCs focus on revenue growth. Public markets looks at sustainable earnings. Public markets are far more critical - that’s why you see quite a few IPOs dump after they go public. Overall, the Anthropic numbers show a business directly indexed to the growth of AI with ample internal and external financing to fund their capex. The most important thing Anthropic has to do is ensure their frontier models are not commoditized while gradually bringing R&D as a % of Revenue down over time. Dario also still has all 7 co-founders and the best technical team on the planet. So, their frontier models will likely continue to excel in the same way that Google Search A team maintained technical excellence. There are two emerging risks: 1) Do open weight models create margin pressure? (Not in the near term. China open weight models have IP leakage risks.) 2) Do Anthropic’s customers close the gap on frontier models and compete on coding tools? Microsoft won’t. OpenAI is their surrogate. Google Cloud making a lot of money renting Anthropic models. Their bread is buttered. Meta has the aspiration and an A team now. But, the coding tools are behind and they are not singularly focused like Anthropic. Overall, Anthropic has shown it is in pole position and adoption of AI is still low. Well done @DarioAmodei
View original →
