Rihard Jarc

@RihardJarc on X

Writes about Revenue and AI. 71% of posts open with an observation. A typical post reaches 404 likes.

Remix their style

Posts: 17
Likes: 9.6K
Typical: 404
Best: 2.4K

What they write about

Revenue: 53%
AI: 35%

How they open

observation: 71%
number: 29%

Every post of theirs in the library

Rihard Jarc@RihardJarc

$GOOGL is a company that doesn’t do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.

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Rihard Jarc@RihardJarc

If these leaked benchmarks for Gemini 3 Pro are correct (could not verify yet) $GOOGL about to drop a model that dwarfs other models and claims the num 1 spot while being both trained and inferenced on TPUs. $GOOGL about to disrupt the whole AI supply chain with its full stack.

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Rihard Jarc@RihardJarc

$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up 33%, EPS increased 35% YoY to $2.87 - $GOOGL Cloud $15.2B up 34% YoY - 2025 CapEx guide to $91-$93B - Gemini processing 7B tokens per minute, Gemini App with over 650M users WOW!

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Rihard Jarc@RihardJarc

As $GOOGL brings ads to Gemini in 2026, many of their competitors will have trouble, as this probably means that $GOOGL is going to open more and more of Gemini for free. People say they don't want ads, but the vast majority prefer ads to paying $20, that is just the way it is.

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Rihard Jarc@RihardJarc

$GOOGL a monster cloud number: Google cloud revenue +82% YoY, big acceleration But even more valuable is the MARGIN. Cloud margin up from about 21% to about 36%. The compute shortage is gift to hyperscalers.

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Rihard Jarc@RihardJarc

The irony is that the best thing that happened to $GOOGL was $MSFT and OpenAI "making them dance". It went from a rigid, slow-moving org to an AI execution overlord, which TAM has increased by an order of magnitude.

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Rihard Jarc@RihardJarc

$META earnings are out: - Revenue $48.39B (up 21% YoY) vs est. $46.98B - Net income $20.84B (up 49% YoY) - EPS $8.02 vs est $6.78 - DAUs 3.35B up 5% YoY - Guidance Q1 Rev $39.5-41.8B (est $41.67B) Operating margin up to 48% from 41% a year ago.

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Rihard Jarc@RihardJarc

$AMZN AWS +24% (fastest growth in 13 quarters). Great growth but as the market is short sightet right now CapEx “the problem” again. $AMZN sees CapEx at $200B (est $146B)

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Rihard Jarc@RihardJarc

After listening to Anthropic’s Dario on the Dwarkesh pod made me realize that a BIG factor of the sucess of an AI lab will be determined by the lab’s abillity to predict their short term compute demand. Underestimate and you lose market share. Overestimate and you go bankrupt.

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Rihard Jarc@RihardJarc

So apparently the $500B that $NVDA's Jensen said for 5 quarters was misspoken as they clarified further that that number includes networking revenue & that 30% of that $500B Blackwell/Rubin demand was already shipped. So instead of the $500B, we are talking about a $350B number.

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Rihard Jarc@RihardJarc

$AMZN earnings are out. Massive quarter: -Net sales $143.3B up 13% YoY (est $142.59B) -3P seller revenue $34.6B up 16% YoY (est $34.63B) -AWS revenue $25.04B up 17% YoY (est $24.11B) -Operating income $15.31B vs $4.77B last year (est $10.95B)

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Rihard Jarc@RihardJarc

$META strong numbers both revenue and profit but more important the guide for Q2 looks good: -Guides Q2 Rev $42.5-45.5B v $43.3B estimates

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Rihard Jarc@RihardJarc

$META cutting 10% of the workforce (8.000 roles) and eliminating 6.000 open positions. This will happen across the board in the tech sector and more broadly in knowledge work, Zuck is as always just ahead of the pack. Companies are switch labour costs for AI compute.

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Rihard Jarc@RihardJarc

$GOOGL reporting strong numbers especially on the ad front with: - ad revenue +8.4% to $66.9B (Search even higher). - Cloud rev up 28% YoY. Will be interesting to see comments on the current quarter given the macro.

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Rihard Jarc@RihardJarc

Have to give it to OAI. OAI is playing the hyperscalers like they are the startup in this relationship. The week after $MSFT loses the “right of first refusal” OAI goes to its biggest competitor AWS $AMZN to sign a deal.

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Rihard Jarc@RihardJarc

$NVDA is buying Groq for $20B. Had $META on the bingo card not $NVDA. Big congrats to the Groq team and my friend @sundeep !

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Rihard Jarc@RihardJarc

OpenAI restructuring complete. This line stands out to me: “OpenAI has contracted to purchase an incremental $250B of Azure services. $MSFT no longer has right of first refusal.”

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