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Big Tech just dropped the numbers. $BTC $ETH $SOL $BNB $XRP all watching the same screen. The AI experiment just got its first real report card of the cycle. Nasdaq looks steady on the surface. Underneath everyone’s still white-knuckling the armrests. Quick read: Apple — Cash machine on autopilot. iPhone still prints. AI rollout measured. Lowest drama of the four. Microsoft + Meta — Split decision. Azure delivered the growth investors needed. Meta’s ad engine is roaring but the burn rate and FCF collapse kept the knives out. Capex still the elephant. Amazon — Closed the week strongest. AWS acceleration was the clearest proof yet that AI demand is turning into real revenue. 3 things that still matter right now: Capex guidance language. Any “no upper limit” talk and the vigilantes hit hard. Cloud growth sustainability. Azure and AWS numbers decide if the $200B+ infra story holds or cracks. Free cash flow trajectory. Another quarter of heavy negative FCF and the entire AI narrative takes a body blow. Semis already felt it. SK Hynix printed records and still got crushed for missing the sky-high bar. Memory and HBM remain the tightest bottleneck in the whole stack. $BTC sits near the $63K zone while the market digests whether this is the start of real monetization or just the most expensive science project in history. Same question for $ETH $SOL $BNB $XRP. Risk-on or risk-off rotates fast from here. Trade it clean on OKX. #BigTechEarnings #AIcapex #SKHynix #CryptoMarkets