Earnings season is off to a rocky start, and the pattern is clear: even when companies beat expectations, the upside is minimal, while any stumble leads to sharp losses. Google’s performance sums it up—an initial pop quickly faded, ending with less than a 1% gain despite beating estimates. Meanwhile, misses like ASML’s are being punished brutally, with a double-digit slide that didn’t stop after day one. TSMC, another bellwether, briefly rallied post-earnings but couldn’t hold its gains, starting a losing streak instead. This is classic late-cycle behaviour: markets are priced for perfection after a long run-up, and even “good” results aren’t enough to move the needle higher. Investors are demanding more than just a beat—they want reassurance on future growth, margins, and clear evidence t

The Q2 2025 earnings season has been a wild ride, with the market delivering muted gains for beats and brutal sell-offs for misses. Alphabet ( $Alphabet(GOOGL)$ ) eked out a modest 0.88% gain despite crushing estimates, while ASML plummeted 14% over three days post-earnings, and TSMC’s 3% initial gain faded into a three-day decline. As the “Magnificent 7” tech giants—Meta ( $Meta Platforms, Inc.(META)$ ), Amazon ( $Amazon.com(AMZN)$ ), and Apple ( $Apple(AAPL)$ )—prepare to report next week, investors are on edge: Can these heavyweights shift the cautious market mood, or will high expectations and external risks deepen

More of the same I guess no dramas all well and good.⭐🐯

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c

Alphabet Q2 2025 Earnings: A Strong Beat, But Is $200 in Sight? $Alphabet(GOOGL)$  , Google's parent company, delivered an impressive Q2 2025 earnings report, clearly outperforming market expectations. With $96.43 billion in revenue and $2.31 in EPS—both ahead of consensus estimates—the company continues to demonstrate its dominance across Search, YouTube, and especially Cloud, all of which were further accelerated by rapid progress in AI development. What really stood out to me was the strength of Google Cloud, which grew 28% year-over-year and saw operating income double to $2.2 billion. That kind of growth reflects real momentum, not just hype. On top of that, Search and YouTube ad revenue remained strong, a

$Alphabet(GOOG)$ Q2 confirmed AI's full empowerment of its core business, with overall results exceeding expectations, driven by double-digit growth in search ads, YouTube and cloud business.In addition, the $85 billion capital expenditure was another surprise to the market, regaining confidence in AI incremental, but with the policy risks constitute a "dual-track narrative".The current share price corresponds to the 2026 PE of 17.6 times (5-year low), if the cloud business growth rate is maintained, it is expected to be revalued, but we need to be vigilant about the GPU supply bottleneck (lasting until the end of 2025) and regulatory black swans. $Alphabet(GOOGL)$ Core performance and market feedbackTot

Alphabet Inc. ( $Alphabet(GOOGL)$ ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day

Alphabet Q2 Earnings Review: Cloud Growth Fuels Strong Beat $Alphabet(GOOG)$  $Alphabet(GOOGL)$   released its Q2 2025 earnings after market close on July 23 (ET), beating expectations with strong revenue growth driven by Google Cloud and advertising. After-hours stock rose over 1%. Key Financial Highlights ~Revenue rose 14% year over year to $96.43 billion, exceeding the market estimate of $93.94 billion. Growth was fueled by resilient ad demand, rapid cloud expansion, and favorable currency impact. ~EPS reached $2.31, up 22% Y/Y, driven by operating leverage from declining cost ratios. ~Google Ads revenue climbed 10% to $71.34

📌 Muted Gains, Sharp Losses — Can the Mag 7 Shift the Mood? 🔥 Earnings Beats... But No Breakout 🎢 We’re deep into earnings season — and something feels off. Strong numbers are being met with shrugs or even selloffs. Just ask $ASML (–14%) or $TSM (–6%) — both beat expectations, yet got punished. Even $GOOGL barely held gains after solid ad and cloud growth. Investors seem on edge, unwilling to reward performance unless it’s perfect. So the question is: will the Magnificent 7 flip the script — or deepen the slump? 💼 What’s Going On in Earnings So Far? This season’s pattern is clear: Solid results? Muted upside. Minor miss? Sharp downside. The market has moved into "sell the news" mode. Valuations are rich. Sentiment is cautious. And everyone’s wondering if peak earnings are already priced in

🌟🌟🌟As a long term investor in$Alphabet(GOOGL)$  $Alphabet(GOOG)$  I am so happy with its latest Q2 25 results which was released today.  Google not only beats revenue and earnings estimates but did so while trading at a forward P/E ratio of just 17.8 times, well below its Big Tech peers.  For value minded investors like me who seek exposure to AI, Cloud and Digital dominance, this quarter's results make a compelling case of why I invest in Google. Q2 25 Financial Highlights  Revenue is up 14% YoY to USD 96.4 billion vs USD 94 billion estimates EPS is USD 2.31 vs USD 2.18 estimates  Forward P/E ratio is 17.8 times

Judgemental Analysis: Google Q2 2025 Earnings — Is Alphabet the Most Undervalued Tech Titan? Earnings season is here again, and all eyes are on the usual suspects: the “Magnificent Seven” tech giants. But among these, Google — or more accurately, Alphabet Inc. — stands out for reasons both exciting and, frankly, puzzling. As the company prepares to release its Q2 2025 earnings report after the market closes on July 23, the consensus is almost comically bullish. Revenue projections are sky-high at $93.75 billion, and profit margins are expected to expand. The forecast for diluted EPS is a respectable $2.25. From a valuation standpoint, analysts peg Google’s fair value at $185 per share based on an EV/EBITDA multiple of 13.55x for fiscal 2026. Yet, in a market that endlessly rewards hype, Go

Bullish Outlook on Google’s Q2 2025 Earnings: Growth Potential and Investment Opportunity Alphabet (GOOG and GOOGL), Google’s parent company, is set to release its Q2 2025 earnings report after market close on July 23, 2025, and the market is buzzing with anticipation. Based on the latest data and analysis, this quarter promises to deliver an impressive performance, with projected revenues of $93.75 billion and diluted earnings per share (EPS) of $2.25—potentially exceeding expectations. This optimistic outlook not only highlights the strength of Google’s core business but also presents an attractive investment opportunity given its current valuation. First, Google’s revenue growth remains robust. As the global leader in digital advertising, its Search and YouTube platforms continue to dom

🌟🌟🌟Under the radar stocks are like finding treasures to be discovered.  I like $General Dynamics Corp(GD)$ as it is a quiet powerhouse in the defense sector.  Its diversified portfolio makes it a compelling pick for long term investors like me who appreciate strategic moats. General Dynamics is a producer of nuclear submarines, main battle tanks and armoured fighting vehicles.  It is also the manufacturer of the Gulfstream business jets and a provider of information technology services. With the US defense budget around USD 1 trillion and geopolitical tensions keeping demand high, General Dynamics is well positioned to capture a steady stream of contracts. Performance wise General Dynamics is up 20.3% year todate & recently reac

$Texas Instruments(TXN)$ announced Q2 earnings after the plunge, Q2 high growth is actually "tariffs to ripen", Q3 guidance exposure of endogenous demand weakness, valuation from the "recovery premium" to return to the "reality of pricingThe price of valuation has returned from "recovery premium" to "realistic pricing". The short-term focus is on whether industrial demand can offset the auto drag, while the long-term bet is on whether US manufacturing cost reductions can hedge against geopolitical risks.At this juncture, the market needs to digest the dual uncertainties of tariff policy and capital expenditure, and share price volatility will remain high.Performance Overview and Market FeedbackIn terms of core metrics, revenue 4.45B, +16% YoY vs. 4