TraderS | 缺德道人|10月 22, 2026 09:58
If we have to find a reason for today's decline, it may be because META's financial report made the market feel that AI burning money too quickly is a bottomless pit that cannot be filled
Issuing non voting Class C shares for financing=The market believes that 'even Meta cannot support AI capex with operating cash flow', which can explain why the financial report first rose and then fell after its release.
Meta adding money is a cost fear, Tesla reducing money is a retreat signal, so AI trading is like being beaten on both ends
In addition, today's WTI has once again exceeded 100 and there is no sign of easing in the direction of Iran, which further exacerbates the situation
Fortunately, the yield of US Treasury bonds is still declining, so I am not worried about today's correction and instead think it is an opportunity.
Next week, there will be financial reports from Microsoft, Google, and Amazon to be released, and they will continue to fluctuate proactively. If they fall too much, they will buy and sell if they rise too much. It is better to sell in the market than to constantly ride a roller coaster and grind one's mentality. After all, taking profits is always the right thing to do.
Moreover, the terrifying story of "AI burning money without a bottom line" should theoretically be targeted at SpaceX, but SPCX has just used rental profits to cover it up. It may not have a significant impact until next year when the market starts to kill profits, and the current version is still focused on capital expenditures.
@BITstocks_CN buys US stocks on BIT, with over 10000 US stocks and ETFs, holding real positions and enjoying dividends.
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