@joshinvestsai · Long IREN

This is the most bullish bit of the $GOOG earnings call for AI infrastructure names like $IREN $NUAI $CIFR $WULF 82% AI Cloud growth Y/Y beating expectations of ~64%. Operating margins came in at 35.6% Y/Y with expectations ~30.8%. FCF is now negative for the first time since

Small Cap Snipa@SmallCapSnipa

$GOOGL: “We will expand the use of third party capacity in Q3” $NBIS $CRWV $IREN

Read asLong IREN+3 more

Since the call—

unrankedThe analyst's rank today

Medium · 0.86Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

33% of the basket · day 15fades out by Nov 11

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