紫气东来M天官赐福

🚨 The new earnings season is here.

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?

🟢 AI profits realized
🔴 AI bubble tested

#BTC #ETH #BNB

The road uphill is always hard to travel.
Those moments we endure
quietly lay the groundwork for future surprises.
Even if the journey ahead is difficult,
I still hope that we will eventually see joy after hardship✨

🔥 Fire alarm cat 🐱
Steady upward climb ✈️ continuously breaking through 🚀
🔥🔥🔥🔥🔥🔥
At 8:00 PM sharp, come to the livestream room for a giveaway
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To be honest, I watched it when I was little, but I forgot. Today is basically like the first time I’m watching it, haha...#1688
$AAPLB

Up, up, up—up!
The leaders of China and the US will meet next week, which is a major positive.
Consider taking partial profits when it reaches the previous high area, or before the 24th’s meeting.

🔥 Fire alarm cat 🐱
Steady upward climb ✈️ continuously breaking through 🚀
🔥🔥🔥🔥🔥🔥
At 8:00 PM sharp, come to the livestream room for a giveaway
🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧

The fire alarm cat’s original intention is to make people who believe in us earn money, and to help those who work hard make big money. It will not disappoint any of the family members who follow us. Take off, take off, take off 🛫🛫🛫🛫🛫🛫🔥🔥🔥🔥🔥🔥

🔥 Fire alarm cat 🐱
Steady upward climb ✈️ continuously breaking through 🚀
🔥🔥🔥🔥🔥🔥
At 8:00 PM sharp, come to the livestream room for a giveaway
🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧