AI narrative gets “disproved” for the first time
· Google revenue: 127.58 billion (expected 128.22 billion)
· EPS: 2.12 (expected around 3.0)
· Stock price: -12.64%; $500 billion wiped off its market cap
· Intel down 23% after hours
My take: The market doesn’t distrust AI; it distrusts “investing in AI regardless of cost.”
Weak earnings → U.S. stocks fall → risk appetite declines → crypto gets sold. That whole chain played out today.
My bet: Another AI giant will be “held to account” within a week.
I’m proven wrong if: The Nasdaq hits a new high within a week.
$BTC #股票财报季
Not investment advice
· Google revenue: 127.58 billion (expected 128.22 billion)
· EPS: 2.12 (expected around 3.0)
· Stock price: -12.64%; $500 billion wiped off its market cap
· Intel down 23% after hours
My take: The market doesn’t distrust AI; it distrusts “investing in AI regardless of cost.”
Weak earnings → U.S. stocks fall → risk appetite declines → crypto gets sold. That whole chain played out today.
My bet: Another AI giant will be “held to account” within a week.
I’m proven wrong if: The Nasdaq hits a new high within a week.
$BTC #股票财报季
Not investment advice
