capexsurge

🔴 $TSLA PROFIT COLLAPSE — MARGINS SHRINK AS CAPEX GOES SUPERNOVA 💥

Revenue hit $28.24B — above estimates — but adjusted EPS of $0.33 missed by a mile. Operating margin cratered to 1.4% from 4.1% a year ago, while operating expenses surged 47%. Free cash flow flipped negative $1.09B as capex doubled to $5.79B. 💣

Elon and his CFO are doubling down, guiding capex above $25B for 2026 and climbing for years. No timeline for payoff. Meanwhile, regulatory credit revenue dried up, and the $7,500 federal incentive is gone. The market is punishing the story — premarket down 7%.

📌 This is a textbook growth-at-any-cost narrative hitting a wall of reality. The question isn't whether Tesla can deliver robots — it's whether the core auto business can generate cash before the capex spiral breaks the balance sheet. 💬 Are you shorting the hype or waiting for a deeper re-entry? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #TSLA #EarningsMiss #CapexSurge #Stocks

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🚨 $GOOG SELL THE NEWS: CLOUD BOOM, CAPEX BUST INCOME? 📉

📊 The market just delivered a textbook liquidity grab on $GOOG : a beat on cloud revenue—82% YoY—followed by an immediate shakeout because institutions read between the lines. 🦈 That $15B capex hike and first-ever quarterly free cash flow burn of ~$6B signals a structural shift. Smart money is repricing the timeline on AI returns.

💡 This is not a broken story. Google Cloud is the clearest AI infrastructure beneficiary right now. But the market is punishing near-term capital intensity, creating a temporary dislocation between fundamentals and price. 🔍 The question is whether this is accumulation or distribution. 📌

💬 Do you see this selloff as a discount entry into the AI backbone, or is the cash burn a structural red flag? 🤔

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #GOOG #Earnings #AI #CapexSurge #Cloud

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