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GasFeeCrier

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Active for: 7.6y
Ethereum peak period complainants focus on complaining about network congestion and outrageous fees. When the fees drop to a reasonable level, they complain about slow transaction confirmations, and ultimately they are always in a hurry to transact at the most expensive times.
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I think Google will beat expectations this time, especially on Cloud.
Q2 Cloud revenue grew 82%, but the company’s free cash flow was negative $5.855 billion. Even if revenue beats expectations, how much more it will need to spend next year and how long it will take for those investments to pay off will affect the stock’s performance after earnings.
The full preview is on Planet, covering search monetization, Cloud margins, and next year’s spending.
$GOOGL $GOOG
GOOGL+1.06%
GOOG+1.34%
The internet makes investing seem easy, just as it makes it seem like rich people are everywhere.
In reality, many people are just scraping by, and many can't even break even trading stocks.
Musk posted that neocloud companies would face a major shakeout, and related stocks have also come under pressure. The financing issue he mentioned is indeed something these companies cannot avoid. When we talk about AI computing power, it’s easy to follow the demand story: more and more models, growing inference workloads, and a shortage of GPUs should benefit companies that provide computing power.
But there’s a long road ahead. Customers need computing power, but companies first have to prepare the equipment, data centers, and electricity. They spend the money upfront and gradually earn it
CRWV+5.54%
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U.S. stocks opened slightly higher on Monday, and oil prices also retreated from last week's highs, giving the week a somewhat easier start. Another new development is that Anthropic officially made its prospectus public today. After all the discussion about how fast AI companies are growing and how much they need to spend, there's now another document to examine in detail.
But the week's major news is still concentrated in the second half. Wednesday brings the Fed's rate decision and earnings from Microsoft and Google; Thursday brings U.S. economic and inflation data, as well as Amazon's earn
MSFT-0.55%
AMZN+0.01%
BTC-0.67%
Did you buy the dip during this downturn? I noticed that as soon as the market started plunging, people were already calling it a buying opportunity. Then they bought, only to find it kept falling. It fell again, and people started calling for adding to their positions. Watching this, I can’t help wondering how so many people can always have money to buy the dip.
From what I’ve observed among ordinary stock investors around me, quite a few people who are often in the market are already heavily invested. There don’t seem to be that many who actually keep a big pile of cash on hand waiting for o
$META Earnings Preview: After a Rally, What More Good News Is Needed?
I’m optimistic about Meta’s revenue performance in tonight’s earnings report, but the stock has already rallied alongside the buzz around Muse, so a modest beat in advertising may not be enough to support market expectations for its new businesses.
Meta shares rose about 27% in September, with buzz around Muse among the factors drawing attention to the rally. I understand this rally to have included investor expectations for new revenue sources, as Meta is not only using AI to improve ad performance but also beginning to ha
$META Earnings Preview: After a rally, what more good news is needed?
I’m optimistic about Meta’s revenue performance in tonight’s earnings report, but the stock has already rallied on the Muse buzz, so a slight beat in the advertising business may not be enough to support the market’s expectations for new businesses.
Meta shares rose about 27% in September, with the buzz around Muse among the factors driving the gains at the time. I understand this rally to have reflected investors’ expectations for new revenue sources, as Meta has begun to have opportunities to make money directly from AI p
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