BREAKING: Google is Cash Flow NEGATIVE for the First Time in History...

Google just reported earnings and for the first time in history, they've reported a negative free cash flow. I've been trying to tell y'all this AI bubble is not a joke. The best businesses in the world supposedly have ruined their core business models by chasing this data center bubble. The stock's just been getting fried along with the rest of the Mag 7. And I've been seeing that a lot of retail has just been completely confused over this. And frankly, it's because retail has no idea what they're doing. They're reading the headlines and seeing the, oh, they beat earnings estimates by 200%. And they're just not understanding any of the context around that. That EPS number is fake. If you were to just look into it, past just headline skimming, you'd see that 80% of Google's reported EPS was from unrealized and realized gains on the equity securities in its investment portfolio during the quarter—adding $77.1 billion to Alphabet's overall net income after taxes, according to. The investment windfall accounted for $6.26 of Alphabet's $9.11 in earnings per share. If we exclude all of that fake nonsense, Google's EPS would have just been in line with estimates. I think the number would have been like, one cent beat. So I guess not too bad, right? Except for the fact that those earnings are fake too. They're all fluff, up from the financial scheme. And they give OpenAI and Anthropic money, and then they get handed it right back. And then because of the depreciation right off, the Mag 7 are able to report profitability. But it's not real. That's why free cash flow is so important. It shows what their core businesses are actually generating. Or, you know, in Google's case, losing. All of the Mag 7 companies that took part in the data center bubble, I mean, they've completely fried off their core businesses. These were some of the highest cash flow generating businesses for decades. And now they're reporting negative. Amazon last quarter took a 90% hit and they were almost flat. Next week, it's going to be way negative. Probably worse than Google. They destroyed their businesses just so they could chase down this bubble. AI produces nothing of substance. All it does is just burn away all their money by operating at like a negative 500% margin. And they're continuing to throw more money at this, just hoping it'll get better. And it's just not. And they're out of time and they're out of money. Which is why we're seeing the AI bubble start to deflate. But the pop, of course, is soon to come. As I said before, it's likely on that first interest rate hike, which is, I think, in September. But until then, we're just going to see this thing continue to deflate. Of course, you know, expect us to continue next week because the rest of the Mag 7 are reporting as well. We're looking at the beginning of the end here.