The crypto market collectively flatlined on Sunday night, while the AI world dropped two explosive numbers.
$AMD reported third-quarter revenue of $13.38 billion, up 45% year over year. Data center revenue is about to surpass traditional server CPUs for the first time ever—AMD is shifting from “selling chips” to “selling compute.” Its 2027 growth guidance is a whopping 80%+, with Lisa Su laying all her cards on the table for the next two years.
$PLTR was even more unbelievable: Q3 revenue was up 96%. The market expected EPS of $0.42; actual EPS came in at $0.81—a massive, nearly double beat. This time, AI isn’t just a PowerPoint story; it’s real enterprise orders bringing in real money.
But look at the other side: after a brutal week for tech stocks, Anthropic is pushing ahead with an IPO at a $1.5 trillion valuation before Thanksgiving. The earnings prove AI cash flow is real; the valuation proves the market has already priced in the next decade.
Crypto has it even worse: the odds of a December rate hike are priced at 80%, BTC is stuck below $80,000, and weekend order books are paper-thin. The money hasn’t left—it’s all crowded around the AI table.
My take: AI’s fundamentals are real, but its stock prices have run ahead of them. Chasing the rally after earnings could leave you holding the bag. $BTC is being crushed by macro forces in the short term, but the long-term thesis is intact. Tomorrow’s Middle East wildcard (the new moon window) is still unresolved, so I’d keep positions light and get through Sunday first.
NFA DYOR
#AI #AMD #Palantir #比特币 #USStockEarnings
$AMD reported third-quarter revenue of $13.38 billion, up 45% year over year. Data center revenue is about to surpass traditional server CPUs for the first time ever—AMD is shifting from “selling chips” to “selling compute.” Its 2027 growth guidance is a whopping 80%+, with Lisa Su laying all her cards on the table for the next two years.
$PLTR was even more unbelievable: Q3 revenue was up 96%. The market expected EPS of $0.42; actual EPS came in at $0.81—a massive, nearly double beat. This time, AI isn’t just a PowerPoint story; it’s real enterprise orders bringing in real money.
But look at the other side: after a brutal week for tech stocks, Anthropic is pushing ahead with an IPO at a $1.5 trillion valuation before Thanksgiving. The earnings prove AI cash flow is real; the valuation proves the market has already priced in the next decade.
Crypto has it even worse: the odds of a December rate hike are priced at 80%, BTC is stuck below $80,000, and weekend order books are paper-thin. The money hasn’t left—it’s all crowded around the AI table.
My take: AI’s fundamentals are real, but its stock prices have run ahead of them. Chasing the rally after earnings could leave you holding the bag. $BTC is being crushed by macro forces in the short term, but the long-term thesis is intact. Tomorrow’s Middle East wildcard (the new moon window) is still unresolved, so I’d keep positions light and get through Sunday first.
NFA DYOR
#AI #AMD #Palantir #比特币 #USStockEarnings