Starbucks just reached the limits of their pricing power.

Amazons AWS revenue.

Remember, just a year ago, during that slight slowdown, Twitter was saying how cloud was a commodity and AWS is over. (Just like they did when Netflix lost subs for 2 quarters).

$AMZN Amazon

- AWS grew 17%
- Advertising grew 24%
- 3p Seller Services grew 16%
- Subscriptions grew 11%

At first glance, I'm very happy with the results.

In celebration of McDonald's earnings today. Here's a photo of me having a birthday party at McDonald's as a kid.

What earnings report do you look forward to most next week?

One year ago CNBC released a 10-minute video detailing how Netflix lost its edge to Disney+

Since that videos release, Netflix has gained +37 million subscribers. Disney+ has lost -1 million subscribers. Netflix stock is up +147%. Disney stock is up +15%.

Sundar was like 'oh, you doubt me because we goofed on a few demos? Well let me just increase margins like crazy, grow cloud like crazy, freeze hiring new employees, issue a dividend, and pull this massive buyback lever.'

He felt the pressure and threw everything at the wall

Google Cloud revenue by quarter.

Google is everyone's new favorite dividend paying stock.

Up +12% currently after earnings.

One of my favorite parts of posting about Chipotle or Costco or Texas Roadhouse is that it's funny to watch peoples reactions when they realize a place that sells steaks, burritos, or hot dogs, is beating out their super specialized AI company in returns.

It's a good reminder

Reading customer complaints online is not a good bear case for a stock.

Remember all the people saying they would cancel Netflix? Right before Netflix gained 22 million subscribers.

Remember everyone saying Chipotle quality is going down? Right before they crush earnings 3

Texas Roadhouse hit an all-time high today.

Elon mentions that there's opportunity for Tesla to have an AWS moment.

Every company wants what Amazon already has.

Let's talk about Tesla & Big Tech earnings.

New Video: youtu.be/VFa4p7x7bmM?si…

There’s a lot of freedom living inside Costco Warehouse.

You have free utilities, food, rotisserie chicken, and hot dogs. You can go almost anywhere. To the eye care center, or electronics, to the pharmacy.

You save money too, because when you live in a Costco you don’t have

Netflix just added another 9.3 million subscribers.