Yeah it’s brutal. I’m down 30% on leaps. Lots of time but still ridiculous given the EC, but whole market is a blood bath right now

---

Alright Reddit do what you did last EC and spend the next month going to 300

---

AMZN had a great quarter even if AAPL misses it won’t bring markets down all that much. Not sure if the massive gains will hold tho. Might end up being up 5-6% tomorrow by close which is still a lot. We have to see what the ER does too. I remember a year or two ago AMZN reported earnings and rocketed before EC sent it flat.

---

Ugh wtf Reddit. Not even a good EC will save this now

---

Not sure a good reddit EC will even save my calls at this point

---

People panican over MSFT AI capex, but Google EC is hyping it. I'll have to listen to MSFT after, interesting to see such a difference.

---

$GOOGL | Alphabet Q3’25 Earnings Highlights 🔹 EPS: $2.87 (Est. $2.26) 🟢; UP +35% YoY 🔹 Revenue ex-TAC: $87.47B (Est. $85.11B) 🟢; UP +17% YoY 🔹 Revenue: $102.35B (Est. $99.85B) 🟢; UP +16% YoY Segment Highlights 🔹 Google Services Revenue: $87.05B (Est. $84.67B) 🟢; UP +14% YoY 🔹 Google Advertising Revenue: $74.18B (Est. $72.46B) 🟢; UP +13% YoY 🔹 Google Search & Other Revenue: $56.57B (Est. $54.99B) 🟢; UP +15% YoY 🔹 YouTube Ads Revenue: $10.26B (Est. $10.03B) 🟢; UP +15% YoY 🔹 Google Network Revenue: $7.35B (Est. $7.39B) 🟡; DOWN -2.6% YoY 🔹 Google Subscriptions, Platforms & Devices Revenue: $12.87B (Est. $12.35B) 🟢; UP +21% YoY 🔹 Google Cloud Revenue: $15.16B (Est. $14.75B) 🟢; UP +34% YoY 🔹 Other Bets Revenue: $344M (Est. $429M) 🔴; DOWN -11% YoY Operating Results 🔹 Total TAC: $14.88B (Est. $14.84B) 🟡; UP +8% YoY 🔹 Operating Income: $31.23B (Est. $32.11B) 🟡; UP +9.5% YoY 🔹 Operating Margin: 31% (Est. 32.2%) 🟡; DOWN -100bps YoY 🔹 Google Services Operating Income: $33.53B (Est. $33.59B) 🟡; UP +8.7% YoY 🔹 Google Cloud Operating Income: $3.59B (Est. $3.01B) 🟢; UP +85% YoY 🔹 Other Bets Operating Loss: -$1.43B (Est. -$1.21B) 🔴 🔹 Alphabet-Level Operating Loss: -$4.47B (Est. -$3.53B) 🔴 Other Metrics 🔹 Capital Expenditures: $23.95B (Est. $22.38B) 🟢; UP +83% YoY 🔹 Employees: 190,167 (Est. 189,112) 🟡; UP +4.9% YoY 🔹 EC Fine: $3.5B charge impacting Services segment; adjusted operating margin would be 33.9% ex-fine 🔹 Other Income: $12.8B, driven by gains on non-marketable equity securities Guidance 🔹 FY25 CapEx: $91B–$93B (Prior: ~$85B) 🟢 CEO Commentary – Sundar Pichai 🔸 “Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100B quarter.” 🔸 “Our full-stack AI approach is delivering strong momentum — Gemini now processes 7B tokens per minute, and the Gemini App has over 650M MAUs.” 🔸 “Google Cloud accelerated, ending the quarter with $155B in backlog.” 🔸 “We continue to invest to meet customer demand and capture growing opportunities across the company.” Dividend 🔹 Quarterly dividend declared: $0.21/share, payable Dec 15, 2025

---