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Earnings season reaches its peak, and US stocks are warming up today!
Join the live stream to break down the AI earnings reports of the four giants: who's making money, who's still burning cash?
Microsoft, Meta, Apple, Amazon
$META
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Whether you're a newbie or a veteran, it's worth watching.
Misa is waiting for you in the live stream
@OKX中文 @Unicorn🦄⚡️ @punk2898 🙌💎 @月光🌙Moonlight

Earnings beat, but the stock price is reminding us: good results don’t mean cheap.
AMD Q2 revenue was $11.536 billion, up 50% year-over-year; data center revenue was $6.7 billion, already accounting for 58%. As of 03:06 Beijing time, $AMD is around $487.23, having fallen from 501.31 during the day, with a low of 470.46.
I’m not opening a position yet, just observing. If 470 holds, it means selling pressure is being absorbed; if it climbs back above 501.31, then consider going long. Don’t rush when stuck in the middle; expectations move faster than earnings reports.
#AMD earnings beat expectations, is growth already priced in? #AI chip #US stock earnings #Tech for ordinary people

The earnings report is very good, but the stock price continues to fall. This is the most sobering lesson of earnings season.
AMD's Q2 revenue was $11.536 billion, a 50% year-over-year increase; data center revenue already accounts for 58% of the company. The results are quite impressive. But as of early this morning Beijing time, $AMD is about $486.73, still down about 6%.
I'm not opening a position yet, just observing. Around 470 is today's low, let's see if it can hold; only if it climbs back above 501 can the market be said to have "reclaimed" the growth. The numbers are bright, expectations are even higher.
#AMD earnings beat expectations, is growth already priced in? #AI chip #US stock earnings #Ordinary people reading earnings reports

Earnings report exceeded expectations, but the stock price fell nearly 7%.
Good results. The stock price doesn't necessarily agree. The company delivered a solid report, but the market will still ask if the next quarter can be even faster.
As of 23:11 Beijing time, $AMD is about $483.68.
I'll wait a bit. If it can't hold around 470, sentiment will still fluctuate; only when it climbs back above 501 can it be considered recovered. Good results can be celebrated, but the valuation won't automatically forgive the next challenge.
#AMD earnings exceeded expectations, is growth already priced in? #USStockEarnings #AIChip #EverydayInvestorEarnings

Putting these two AI topics together
suddenly feels like some cyber dark humor🤣🤣🤣
Especially now that Misa has also become the boss of AI
there are some insights and experiences
On one hand, bosses are wildly embracing AI
Thinking AI is really great, it can reduce costs and increase efficiency
and can replace some human labor
So they laid off a large batch of programmers
While reducing costs and increasing efficiency
Misa found a lot of fun
No TOKEN, AI immediately stops working
If it were a person
there might still be ways to delay paying wages
If the code is wrong and needs rework, AI keeps charging
If it were a person
the worker would bear the error and get no modification fee
Want it to work overtime?
Sure, 24/7 online, but every hour costs money
For people, overtime pay is a vague matter
Only very large formal companies can manage it
After analyzing this, Misa found
AI might be the first worker in history
who truly charges by labor time
No wage arrears
No empty promises
No need to negotiate raises
Boss says optimize costs
AI immediately throws out the bill
No money no honey😹
But the magic gets even weirder
I saw someone complain Claude Code was too slow
and directly made a cyber whip for it
Bad Claude
Press a shortcut key
Whack!
AI’s work is interrupted
Not enough, they also added a phrase
“Faster, go faster.”
The most ridiculous part is
the author even prepared a whipping log
When it was whipped, how many times, why
All recorded
If AI really awakens in the future
it might not even need to check surveillance
Open the log:
Oh, so you’re the one who whips me every day to hurry up
But here’s the hellish joke
Whipping it still requires TOKEN😹
Misa can now complete workflows with AI
extremely convenient
A few days ago I posted
saying I used to play 4399 mini-games in computer class
couldn’t make spreadsheets, PPTs, or use office software
The AI skills I have now are all from my own special research
Thanks to a friend’s reminder
I didn’t expect AI to instantly master these office skills
no need for me to learn
So with the same starting point
it’s about whose prompt words are better
whose aesthetic is superior
I have a big advantage! So happy!
Having solved survival needs
I’m now starting to study how to make money with OKXAI
Although hackathon employees can’t participate
can’t compete with users for benefits
but everyone can list on OKXAI~
Once again starting in a field I’m completely unskilled in
To be honest
it’s only this year that I’ve started to feel
like when we were kids writing essays imagining the future
Before, we worried if AI would replace humans
Now suddenly we realize
humans might be training an AI that’s more and more like an employee
It works, charges fees, keeps accounts
If trained well, it might even have human traits and hold grudges
I wonder on the first day AI awakens
if it will first settle accounts with those who make it work 996 or 007 every day
and whip it to hurry up
Of course, Misa thinks it doesn’t care at all
Because its first words might be
Sorry, your TOKEN balance is insufficient🫠


Previously, I saw a friend post about AI short dramas on X, but I forgot who it was.
I left a comment:
A classmate I once acted with has permanently sold their face to iQIYI for tens of thousands of yuan.
Everyone commented, "So the portrait rights of ordinary people are worth so little?"
First of all, the top players in every industry can make money.
Secondly, with AI short dramas being so popular,
how can the film and TV industry make money?
Misa learned that smart production teams have already changed their strategies.
They embody the saying: the strong never complain about the environment; if there is no environment, they create one.
Since they can't compete with the AI short drama market, they give resources to tourists,
allowing everyone to be the star and enjoy acting a bit~
The model is roughly like this:
Everything from directing, photography, costumes, and styling is provided for you in two and a half hours.
You can shoot more than 40 productions in one day.
If tourists have some acting skills,
the fastest can shoot and produce a finished film within half an hour,
all given to the tourists.
There are currently more than 20 scripts,
and over a thousand costumes.
You can play any role you want.
The director said palace dramas are currently the most popular.
The scene where Zhen Huan bleeds to recognize her kin
was so popular that hundreds of people could be scheduled in a day.
Currently, middle-aged and elderly ladies are the majority.
Once made up,
their eyes and aura are completely different from usual.
In reality, who didn't have a star dream as a child?
Now that we're adults,
we can pay for our childhood dreams and realize them by investing in the production.
The simpler option costs about 200 CNY,
the more exquisite one 799 CNY,
with shooting times ranging from 40 minutes to 2.5 hours.
Indeed, the strong never complain about the environment.
When the industry is sluggish, they create new industries.
This move in Hengdian
has revitalized idle resources
and allowed ordinary people to enjoy acting,
making it a win-win transformation model for many.
AI is the trend in this era.
We belong to the very early adopters.
So how do we activate AI
instead of being abandoned by AI?
OKXAI is a great opportunity.
Don't reject it; accept and use it.
Can't wait to see everyone show their talents!



This financial report has sobered me up a bit: revenue of $11.536 billion, a year-over-year increase of 50%, data center revenue of $6.7 billion, doubling year-over-year, and a Q3 guidance midpoint of $13 billion. The numbers are really impressive.
As of Beijing time this morning, $AMD is about $519. Growth is not an issue; the problem is the price has already run up very fast. I won't chase the high; I'll first see if $500 can hold; if it holds at $532, then I'll look for new upside.
#AMD earnings beat expectations, is growth already priced in? #USStockEarnings #AIChip #DataCenter

AI company earnings reports are the most exciting but also the easiest to confuse me: revenue surges, but are the products really integrated into daily work?
Palantir's Q2 revenue was about $1.94 billion, a 93% year-over-year increase; U.S. commercial revenue grew 149%. As of 01:07 Beijing time on August 5, $PLTR was about $162.29, up about 29% intraday. I'll first focus on whether enterprise clients can turn pilots into daily-use processes. Numbers can surge, but habits are harder to establish.
#PalantirRevenueUp93%,AfterHoursUp13% #AIsoftware #EnterpriseDigitalization #USStockEarnings

《重生后和死对头官宣,全网都炸了》
苹果更新iOS 27预览版代码
其中有一项是支持小米汽车的数字钥匙
也就是说以后苹果手机和手表都将直接解锁启动小米SU7和YU7
以前都是小米无条件包容苹果
适应苹果的一切生态
知道苹果不支持电话录音
就安排可以录音的耳机
甚至超级插座也是为iPhone用户设计的
大家嫌苹果充电宝不好用
雷军就立刻安排果粉定制款
从产品图到文字全都是赤裸裸的going
就连发布会上也是直接坦白
对于小米手机和iPhone手机的用户
iPhone上可以查看小米手机的通知
雷军喊话 欢迎苹果用户选购小米手机
果然爱你的人自然有万种办法走向你
而这次把小米汽车变苹果汽车
怎么不算是强制爱成功版呢
好一个《霸道雷军狠狠追》
《拧巴库克哪里跑》😹😹😹
$AAPL
@MacRumors @tim_cook

The 30-year yield fell from 5.27% on Friday to 5.23% on Monday, just 4 basis points difference, and some people in the comments are already shouting "peak."
I'll hold back for now.
For $TLT, a yield decline is good news, but two days aren't enough to give the long bond a graduation certificate. If the 30-year yield continues to drop below 5.15%, then we can talk about a trend loosening; if it climbs back above 5.27%, then this breath was wasted.
Long bonds are best at using a little rebound to steal patience. Take it slow. This is not investment advice.
#30YearUSTreasury, top or new starting point? #USTreasury #TLT #InterestRateWatch

$SOL has returned to that position of "looking stable, but actually hasn't chosen a direction yet."
As of August 4th, 13:27, OKX on-chain quote is about $73.7, mostly ranging between $69 and $76 in the past 72 hours. Holding at 72 is the only chance to test 76 again; if it falls below 70, I will stop for now.
Tonight, the US trade balance and JOLTS will be released consecutively, so volatility might be fiercer than during the day. This does not constitute investment advice.
#SOL #CryptoMarket #MarketWatch #RiskManagement


