Post

The earnings season for US tech giants is here! This may be the real trigger that determines the direction of the next rally!!! Whenever the market reaches a critical point, what truly determines the direction is often not the news, but the earnings report. With the July and August earnings season for US tech giants officially kicking off, over the next month or so, global capital will engage in a new round of competition centered around AI, semiconductors, cloud computing, and consumer electronics. This is also worth noting for the crypto market. The most noteworthy earnings reporting periods are July and August 📅 July 22 🔥 Google（GOOGL） Key Focus: * Progress in AI search commercialization * Gemini's latest performance * Cloud business growth If AI investment continues to drive revenue growth, market sentiment is expected to keep heating up. On the same day, there are: 🚗 Tesla（TSLA） The key point is not how many cars were sold, but rather: * Robotaxi * Optimus robot * AI training * FSD commercialization Tesla now increasingly resembles an AI company rather than a traditional automaker. 📅 July 23rd Intel（INTC） Can it regain its competitive edge in semiconductors? Whether the wafer foundry business continues to improve will also affect sentiment across the entire chip sector. 📅 July 29 Microsoft (MSFT) This is one of the most important financial reports in the entire AI market. Market Concerns: ✔ Azure cloud growth ✔ Copilot commercialization revenue ✔ Incremental growth from OpenAI collaboration If Microsoft continues to beat expectations, it is very likely to further boost the AI sector. Same day: Meta（META） Will the advertising business continue to grow rapidly? Will AI recommendation algorithms continue to improve monetization capabilities? Will capital expenditure expand further? These are all key data points for capital monitoring. 📅 July 30 🍎 Apple (AAPL) Can AI features truly drive the iPhone replacement cycle? Can the service business maintain high growth? Apple's performance will impact the entire consumer electronics sector. Meanwhile: 📦 Amazon (AMZN) AWS cloud business AI infrastructure E-commerce profit margins will all become market focal points. August remains wonderful Early August: * Palantir（PLTR） * AMD * Advanced Micro Computer Corporation (SMCI) These are all important members of the AI computing power industry chain. And the real "grand finale" is: August 26 — NVIDIA (NVDA) It can be said that every Nvidia earnings report has the potential to redefine the valuation of the entire AI sector. Blackwell chip deliveries, data center revenue, and future guidance could all directly impact the global trend of technology assets. Why should crypto investors pay attention too? Many people think US stocks are US stocks, and crypto is crypto. In fact, the synergy between the two is getting stronger and stronger. In the past two years, it has become clear that the following are evident: 👉 AI concept stocks rose, and risk assets broadly benefited. 👉 With Nasdaq hitting new highs, BTC and ETH are often more likely to attract capital attention. 👉 If tech giants collectively exceed expectations and global risk appetite rises, capital may flow further into the crypto market. Conversely, if several leading companies simultaneously issue pessimistic guidance, not only will U.S. stocks come under pressure, but short-term sentiment in the crypto sector may also be affected. Therefore, this month or so is not only a critical window for U.S. stocks, but also an important period that digital asset investors cannot ignore. My view What truly determines the market's future direction will not necessarily be the endless daily news, but rather the "report cards" delivered by these tech giants. Is AI a genuine need, or a capital story? Can corporate earnings still support current valuations? These answers will gradually be revealed during the upcoming earnings season!!