Elliot’s Musings
ElliotOne mans opinion and not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 94 | Subscribers | Read | alphaseeker84.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Meta Platforms, Inc. (META) — Q1 2026 Results
This was the quarter where Meta proved its AI infrastructure spend is compounding into the core business, not just building option value. Revenue of $56.3B hit the top of the $53.5-56.5B guidance range and grew 33% YoY — the fastest quarter...
Amazon.com, Inc. (AMZN) - Q1 2026
This was a genuinely strong quarter, and the most important takeaway is that Amazon did not just prove AI demand again; it proved better near-term monetization than feared. AWS accelerated to 28% growth with a 37.7% operating margin, North ...
Alphabet, Inc. (GOOG) — Q1 2026
This was the best quarterly print Alphabet has delivered in at least eight quarters — and it created a new problem. Cloud accelerated to +63% YoY, exceeding $20 billion in a single quarter for the first time and nearly doubling its contract...
Bloom Energy (BE) — Q1 2026 Results
April 28, 2026 | Regular-session close: $226.37 | After-hours: $254.00 | AH reaction: +12.2%
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Authors
The writers behind this newsletter.
This is a personal blog and not investment advice
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