But this time, what Wall Street really wants to know might not be how much the EPS beat is.
Instead, it’s a question worth tens of trillions of dollars:
With all that money being burned by AI—are they actually starting to make profits yet?
In the past few years, tech giants have been疯狂 buying GPUs, building data centers, and racing for power and compute capacity.
Now the pressure is starting to show:
🤖 AI demand is still exploding 💰 Cloud providers’ capital expenditures continue to expand 🔥 Orders for AI chips and memory remain tight ⚠️ But the market is starting to ask: how long before the spending turns into profits?
Micron’s latest earnings report has already sent a signal—demand for AI infrastructure remains strong, and customers’ long-term purchasing commitments continue to increase.
But the real test is still ahead.
If the next round of tech giant earnings proves that:
AI revenue growth > AI spending growth
the market may once again price in the “AI productivity revolution.”
On the other hand, if profits can’t keep up with capital expenditures—
then these currently expensive AI valuations will, for the first time, truly face scrutiny.
And it’s not just about the US stock market.
Once tech-sector risk appetite changes, BTC and the entire crypto market could be repriced as well.
So for this earnings season, I’m only watching one question:
Is AI starting to print money—or still burning it?
With $ZEC Up 143% and $UNI Surging 127% in a Single Month, the Altcoin Rally That's Been Building for Weeks Just Kicked Into an Entirely Different Gear. . claim here 👈🎁🧧🧧🧧🧧 . claim 2 👈🧧🧧🧧🧧🧧 .
Choppy consolidation, with extremely contracted volume—no clear direction yet between bulls and bears.
🔍 3 Key Observations
1. Range-bound grinding: Price is stuck at $2,650 – $2,720 Narrow-range oscillation, with moving averages tangled.
2. Lack of momentum: Trading volume steps down steadily; large players are waiting on the sidelines. Small orders can easily trigger wick-style spikes up and down.
3. Bitcoin “bleeding” liquidity: Funds are mainly in BTC; ETH lacks independent breakout catalysts and passively follows.
🎯 Key Levels Strong resistance: $2,800 – $2,820 (Only a reversal is confirmed with a breakout on rising volume) Short-term pressure: $2,710 – $2,730 Short-term support: $2,650 – $2,660
💡 Trading Strategy & Mindset Bias: [Neutral] Trade plan: [Wait and observe] Risk control reminder: In a narrow consolidation range, avoid chasing highs or selling lows. Or don’t blindly open leverage on a breakout—this easily leads to stop-outs from both sides. Wait for a breakout with volume above $2,730 or enter on a trend only after a breakdown below $2,650!
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Wishing everyone a Happy National Day and a wonderful holiday!❤️🇨🇳
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Along the mountainside, the breeze is light and the clouds are thin, and some choose to set up camp and linger here. But those who aspire to the summit will not be lured by the tenderness of the mountainside.
The narrower the mountain path becomes, the quieter it grows; fewer companions remain. Along the way, let go of comfort and hesitation, and climb upward, treading on past weakness.
There’s no need to fear loneliness or hardship. If the direction is right, every step matters. Your gaze should always be fixed on that LUCiC ray of light atop the peak.
The fire alarm cat is currently in the callback phase 🔥 Ready to set sail and go! 🔥 Let those who believe make money, let those who work hard make a fortune. A great target/asset 🔥 The cost of missing out is low 🔥 The price of missing the chance is a bit regrettable. 🔥 Grab the opportunity and you’ll grab wealth.
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