🚀 *Now let's talk about one of today's most important themes: AI infrastructure.*
*SpaceX has just released its third-quarter 2026 earnings results.*
*The company reported approximately $14.6 billion in quarterly revenue, representing 161% year-over-year growth, along with roughly $4.4 billion in net income.*
*Its superintelligence and AI-related businesses have become major contributors to revenue growth.*
*These numbers matter because investors have spent much of the past several months questioning when the enormous capital investments in AI infrastructure would start generating meaningful returns.*
*SpaceX's results offer an encouraging example.*
*However, that doesn't mean every company involved in AI will be able to deliver the same level of growth.*
*We still need to separate businesses that can turn AI demand into actual revenue and profits from those whose valuations are being driven primarily by expectations.*
*Today, I'll be watching NVDA, AVGO, AMD, and companies involved in AI servers and data center infrastructure.*
*If buying interest spreads across semiconductors, servers, and data center companies instead of remaining concentrated in just a few popular names, the AI sector's recovery could have a stronger foundation.*
$NVDA $AVGO $SPCXB
*SpaceX has just released its third-quarter 2026 earnings results.*
*The company reported approximately $14.6 billion in quarterly revenue, representing 161% year-over-year growth, along with roughly $4.4 billion in net income.*
*Its superintelligence and AI-related businesses have become major contributors to revenue growth.*
*These numbers matter because investors have spent much of the past several months questioning when the enormous capital investments in AI infrastructure would start generating meaningful returns.*
*SpaceX's results offer an encouraging example.*
*However, that doesn't mean every company involved in AI will be able to deliver the same level of growth.*
*We still need to separate businesses that can turn AI demand into actual revenue and profits from those whose valuations are being driven primarily by expectations.*
*Today, I'll be watching NVDA, AVGO, AMD, and companies involved in AI servers and data center infrastructure.*
*If buying interest spreads across semiconductors, servers, and data center companies instead of remaining concentrated in just a few popular names, the AI sector's recovery could have a stronger foundation.*
$NVDA $AVGO $SPCXB