Well except that bitcoin has no intrinsic value. It has little purpose or utility other than gambling.
Can the stock market withstand the collapse of AI. These stock got way ahead of themselves and now many are getting crushed. Yet the S&P500 is just a few percent from the high. I’ve warned of a bad November. Your call?
$GOOGL crashes 10% this morning after a shocking double-miss for Q3 earnings. The market’s biggest fear is officially playing out: AI is starting to cannibalize Google’s search dominance. Here is the breakdown of the post-earnings wreckage: The Headline Miss: Alphabet reported an EPS of $2.12 (badly missing the $3.02 estimate) and revenues of $127.6 billion. The Cannibalization Problem: While total search queries hit a 5-year high, Search revenue missed expectations, slowing sharply to 12% growth (down from 17% last quarter). Users are flocking to Google's "AI Mode" conversational search, but executives admitted that these longer AI queries monetize at a significantly lower rate than traditional, link-based search ads. The Cash Burn: Alphabet poured an eye-popping $51.4 billion into AI infrastructure this quarter. This massive spending sent free cash flow into negative territory at -$9.1 billion—worsening its cash burn for the second straight quarter. The Silver Lining: Google Cloud was a monster, surging 103% to $30.7 billion as enterprise customers snapped up Google's in-house TPU AI chips. The Bottom Line: Google doesn't have a traffic problem; it has a monetization crisis. It is spending tens of billions to fund an AI shift that is actively eroding the profit margins of its core cash cow. Until Google proves its AI Mode can generate the premium ad revenue of old search, investors are viewing its massive capex less like an investment and more like an expensive bill. #Alphabet #Google #GOOGL #StockMarket #TechNews #AI #Earnings #SearchEngine
$MSFT rallies over 3% after hours following a massive fiscal Q1 earnings beat, proving it is the "anti-Google" of the AI trade. Here is why Microsoft is dodging the software cannibalization trap: •Massive Beat: Microsoft generated $92.3B in revenue (up 19%) and a huge $4.89 EPS. •Positive Cash Flow: Unlike Alphabet's negative free cash flow, MSFT printed a staggering $18.6B in FCF this quarter, easily covering its heavy infrastructure spending. •The Azure Engine: Cloud revenue grew 48% to $33.2B. Microsoft acts as the landlord of AI, regardless of who builds the software, they rent the infrastructure from Azure. •OpenAI Revenue: OpenAI paid Microsoft a massive $10B this quarter in compute and revenue-sharing, making it a larger business for MSFT than Xbox or Windows. •Enterprise Upsell: AI is additive here, not destructive. M365 Copilot users spiked 50% QoQ, driving corporate clients into premium, higher-priced software bundles. The tech trade has split. Google faces lower ad margins on long AI queries, but Microsoft is successfully monetizing AI as a premium corporate upgrade. #Microsoft #MSFT #StockMarket #Earnings #AI #CloudComputing #TechNews #Investing
CoreWeave $CRWV is down ~65% from its June 2025 peak near $187. How many analysts had it as a Sell, or even recommended taking profits, when valuations were extreme? Almost none. Consensus stayed Buy the whole way. Even after this debt-driven collapse (bonds yielding ~15%), most still rate it Buy with average targets around $140 (100%+ upside). A few outliers (Bernstein, Rothschild) actually said Sell. The rest? Buy the dip. This is the recurring problem. Analysts almost never get clients out of parabolic high-valuation positions, especially in hot AI names. High targets, momentum, and banking relationships win. Clients hold the bag. #CRWV #CoreWeave #Stocks #Investing #AI #WallStreet #Analysts
No one is talking about a chart formation that is one of the best. Semiconductors have probably made a bull market top. You know what that means in a market that has this much concentration in AI/Tech. https://t.co/H7tm0QcyxQ
Intended to stop the rise in oil? May not save the stock market today.
$MU leaps upward on as analyst calls it "ridiculously cheap." Saved the day, so far, as the stock market was in very bad shape. It could be a brief way to obscure the fact, ADV/DEC are negative 1:4 and interest rates are soaring. Watch for the next wave (downward).
$MU earnings soon.