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Jace
@JaceX90
🇭🇰 Love Defi
加入 March 2020
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$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:
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