Google's profit directly doubled year-over-year on the premise that its first-quarter revenue increased by more than $20 billion. This is too explosive. Is it caused by AI significantly improving efficiency? No wonder the others fell. In comparison, the efficiency improvement of AI converting into profit is too obvious.

Longbridge - 招财大脸猫
招财大脸猫

$Meta Platforms(META.US)$Alphabet(GOOGL.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$NVIDIA(NVDA.US)

I didn't buy a single option for this earnings report, which feels ominous because the rebound after the US-Iran conflict was too rapid. Right now, it looks like it's being sold off regardless of good or bad news. Wall Street guys are repeatedly harvesting us retail investors using war and capital expenditures.

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