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Eshal fatima
INSIGHT: Three moves, one thesis. The market is repricing megacaps on AI execution rather than AI spending.
- @Microntech reclaimed $1T on memory scarcity.
- @Google passed @Apple for second place globally.
- @Meta overtook @SpaceX as capex ballooned with no guidance attached.#EarningsRealityCheck #SpaceXBeatEstimates #AMDBeatsButDrops
Haftungsausschluss: OKX Orbit-Inhalt dient nur zu Informationszwecken. Mehr erfahren
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1#CPIPPIEaseFedSplit
Angesagt
2#SP500Nears8000
3#SandiskLongTermTargets