GOOGL, TSLA, TXN EPS

Some quick thoughts. Google search better by $1 billion but YouTube decelerated alot up 13% versus up 21% last qtr and estimates of 17-18%, a net negative for SNAP TTD META types. Also, GOOGL pointed out tough Asia-Pac 2H comps (PDD TEMU) not great to hear for META. The one positive was Cloud grew by $800m sequentially the biggest growth they have ha…