The most interesting takeaway

The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective.

CRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins.

Meanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue.

That tells us where the market is heading:

AI stories are cheap. AI earnings are valuable.

Going forward, I’d focus less on who has the most exciting AI narrative and more on who can convert demand into revenue, margins and cash flow without an unrealistic valuation.

The AI boom may not be ending. The easy-money phase of the AI trade might be.

@TigerObserver [正经]

🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?

📅 Campaign Period: Aug 7–16 Hi Tigers! Global markets got hammered last month — KOSPI plunged 43.9%, ChiNext sank 27.9%, and the Nasdaq dropped 10.2%. Tech was wrecked: Micron -41.2%, SanDisk -57.6%, SpaceX -52.6%. The AI rally has stalled, and the Street is split. Where do you stand? Is this tech selloff a buying opportunity, or is the AI bubble bursting? What's your outlook? Drop your take below to win exclusive gifts & Tiger Coins! 🎁🐯

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Global markets got hammered last month — KOSPI plunged 43.9%, ChiNext sank 27.9%, and the Nasdaq dropped 10.2%. Tech was wrecked: Micron -41.2%, SanDisk -57.6%, SpaceX -52.6%.\nThe AI rally has stalled, and the Street is split. \nWhere do you stand?\nIs this tech selloff a buying opportunity, or is the AI bubble bursting?\nWhat's your outlook?\nDrop your take below to win exclusive gifts & Tiger Coins! 🎁🐯","image":"https://static.tigerbbs.com/ac9fbc05d11bb3fd51557a2b73ab01c2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective.\n\nCRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins.\nMeanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue.\nThat tells us where the market is heading:\nAI stories are cheap. AI earnings are valuable.\nGoing forward, I’d focus less on who has the most exciting AI narrative and more on who can convert demand into revenue, margins and cash flow without an unrealistic valuation.\nThe AI boom may not be ending. The easy-money phase of the AI trade might be.\n<a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a> [正经]</body></html>","htmlText":"<html><head></head><body>The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective.\n\nCRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins.\nMeanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue.\nThat tells us where the market is heading:\nAI stories are cheap. AI earnings are valuable.\nGoing forward, I’d focus less on who has the most exciting AI narrative and more on who can convert demand into revenue, margins and cash flow without an unrealistic valuation.\nThe AI boom may not be ending. The easy-money phase of the AI trade might be.\n<a href=\"https://ttm.financial/U/9000000000000439\"> @TigerObserver </a> [正经]</body></html>","text":"The most interesting takeaway from this earnings season is that AI demand isn’t slowing—the market is simply becoming more selective. CRWV and NBIS were rewarded because their numbers show real demand: accelerating revenue, massive backlogs, and improving profitability. SMCI also benefited because AI demand is translating directly into stronger revenue and margins. Meanwhile, COHR and CBRS tell the other side of the story. COHR delivered a strong quarter, but after a huge run-up, a simple beat was no longer enough. CBRS had impressive future commitments, yet investors focused on weak hardware revenue. That tells us where the market is heading: AI stories are cheap. AI earnings are valuable. Going forward, I’d focus less on who has the most exciting AI narrative and more on who can convert demand into revenue, margins and cash flow without an unrealistic valuation. The AI boom may not be ending. The easy-money phase of the AI trade might be. @TigerObserver [正经]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/596350379025976","repostId":0,"isVote":1,"tweetType":1,"viewCount":11,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":821,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/596350379025976"}