Jace｜Bubble Coming(@JaceHoiX):$GOOG Alphabet's earnings are out. On the $200B capex guide, 82% cloud growth, the first negative free-cash-flow quarter since going public, and how depreciation is handled — plus which AI hardware companies this capex curve is actually paying. Alphabet Q2 2026, examined:

Jace｜Bubble Coming

@JaceHoiX

🇭🇰 Hong Kong · 耐心是最大的alpha

Joined March 2020

2.3K Following 12.5K Followers

Jace｜Bubble Coming@JaceHoiX

2026.07.23 01:00

$GOOG Alphabet's earnings are out. On the $200B capex guide, 82% cloud growth, the first negative free-cash-flow quarter since going public, and how depreciation is handled — plus which AI hardware companies this capex curve is actually paying. Alphabet Q2 2026, examined: