Publicar
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
Aviso legal: o conteúdo do OKX Orbit é fornecido apenas para fins informativos. Saber mais
Respostas
Ainda sem comentários. Sê a primeira pessoa a responder!
Criptomoedas populares
BTC/USDTBitcoin
$64 463,8-0,01%
ETH/USDTEthereum
$1924,12+0,00%
OKB/USDTOKB
$101,26+0,02%
Novidades do mercado de hoje
1#XiaomiQ2Earnings
2#SandiskValuationSplit
3#UnitreeIPOJumps629%
