Alphabet just posted a huge quarter... and got punished anyway.
Shares plunged 7% Thursday, the worst day since May 2025, wiping out $280 billion and pushing market cap below $4 trillion.
The results were strong (revenue up 24%, Cloud up 82%), but investors zeroed in on the future: 2026 capex guidance raised to $195-205 billion, and free cash flow went negative $5.9 billion.
Even the $9.11 EPS was mostly a mirage, inflated by $99 billion in paper gains from Anthropic and SpaceX stakes. Strip that out and adjusted EPS was $2.85, missing the $2.89 estimate.
576183
38.9K views01AI 解读
AI Quick Read
Alphabet财报虽好但股价暴跌7%，因2026年资本开支指引大增且自由现金流转负。市场担忧巨额支出及剔除一次性收益后的业绩不及预期。此事件反映传统科技股估值承压，可能引发风险资产（包括加密货币）短期避险情绪，暗示资金流向保守，对加密市场构成短期利空压力。
02Stance & Sentiment Analysis
−0.6
−0.6
Bearish −1.0Neutral 0Bullish +1.0
Sentiment Strength+0.7
Conviction+0.8
Technical Depth+0.6
Subjectivity+0.3
Urgency+0.8
Originality+0.4
03Market Impact Attribution
None
ETH / BTC / SP500 price action around tweet
ETHBTC
EVENT · Post published
推文前 1H
$1,880.22
06:25
推文发布
$1,883.23
07:25
推文后 30MIN
-0.26%
推文后 1H
-0.64%
推文后 24H
-1.18%
04KOLs with Similar Opinions
看空
A very Happy Thanksgiving salutation to all of our Great American Citizens and Patriots who have been so nice in allowing our Country to be divided, disrupted, carved up, murdered, beaten, mugged, and laughed at, along with certain other foolish countries throughout the World, for being “Politically Correct,” and just plain STUPID, when it comes to Immigration. The official United States Foreign population stands at 53 million people (Census), most of which are on welfare, from failed nations, or from prisons, mental institutions, gangs, or drug cartels. They and their children are supported through massive payments from Patriotic American Citizens who, because of their beautiful hearts, do not want to openly complain or cause trouble in any way, shape, or form. They put up with what has happened to our Country, but it’s eating them alive to do so! A migrant earning $30,000 with a green card will get roughly $50,000 in yearly benefits for their family. The real migrant population is much higher. This refugee burden is the leading cause of social dysfunction in America, something that did not exist after World War II (Failed schools, high crime, urban decay, overcrowded hospitals, housing shortages, and large deficits, etc.). As an example, hundreds of thousands of refugees from Somalia are completely taking over the once great State of Minnesota. Somalian gangs are roving the streets looking for “prey” as our wonderful people stay locked in their apartments and houses hoping against hope that they will be left alone. The seriously retarded Governor of Minnesota, Tim Walz, does nothing, either through fear, incompetence, or both, while the worst “Congressman/woman” in our Country, Ilhan Omar, always wrapped in her swaddling hijab, and who probably came into the U.S.A. illegally in that you are not allowed to marry your brother, does nothing but hatefully complain about our Country, its Constitution, and how “badly” she is treated, when her place of origin is a decadent, backward, and crime ridden nation, which is essentially not even a country for lack of Government, Military, Police, schools, etc. Even as we have progressed technologically, Immigration Policy has eroded those gains and living conditions for many. I will permanently pause migration from all Third World Countries to allow the U.S. system to fully recover, terminate all of the millions of Biden illegal admissions, including those signed by Sleepy Joe Biden’s Autopen, and remove anyone who is not a net asset to the United States, or is incapable of loving our Country, end all Federal benefits and subsidies to noncitizens of our Country, denaturalize migrants who undermine domestic tranquility, and deport any Foreign National who is a public charge, security risk, or non-compatible with Western Civilization. These goals will be pursued with the aim of achieving a major reduction in illegal and disruptive populations, including those admitted through an unauthorized and illegal Autopen approval process. Only REVERSE MIGRATION can fully cure this situation. Other than that, HAPPY THANKSGIVING TO ALL, except those that hate, steal, murder, and destroy everything that America stands for — You won’t be here for long!
111M followers
看空This is textbook corruption. t.co/AS1pHNx91Z
30M followers
看空The US Treasury market is in trouble. Both the executive and the legislature must summon the will to confront the underlying long-term problem and find ways to shrink borrowing
t.co/QkcctsSxOI
26M followers
看空Wall Street is warning that more markets turmoil could lie ahead, after Friday’s selloff left investors few places to hide t.co/sLk7ZHJux6
21M followers
看空Too many white men were supporting their families by driving trucks, so of course our leaders had to end that by importing unqualified foreigners. A lot of people have died in the process. Gord Magill is a trucker who saw it happen.
0:00 The Last American Cowboys and the War on Truckers
6:14 The Attempt to Replace American Workers With Foreigners
13:46 The Life of a Long-Haul Trucker
21:25 The Dangers of Truck Driving
24:59 The Human Trafficking Routes
33:05 Magill’s Most Dangerous Experiences While Trucking
36:42 How Did Magill Learn All of This?
39:23 The Freight Crisis
40:21 Is Trump Working on Fixing the Trucking Industry?
48:41 The Exploitation of the Electronic Logging Device
50:54 The ALP Heist
59:30 The Fight in Washington to Fix the Trucking Industry
1:02:19 How Do Truckers Entertain Themselves?
1:02:42 What’s Going on in Canada?
18M followers
看空talk the talk but didn't walk the walk
16M followers
Comments & Replies
No comments yet.