The last part of this tweet on Monday mentioned that the financial reports of SpaceX and Meta this week are crucial, but the financial reports of Microsoft, Google, and Amazon next week are the most important. The difference is that SpaceX has not yet reached the level of a cloud vendor. Currently, its data centers mainly sell computing power to large model manufacturers, while Meta's enterprise platform business has just begun. And Microsoft, Amazon, and Google are both advancing the big model Selling computing power, as well as cloud computing power, open-source and mid-range model high cost-effective tokens to hundreds of enterprises, and a series of consumption through the adoption of AI processes by enterprises. The performance of these three companies is the most core indicator for measuring the commercialization of AI, and their impact on the market is higher than that of SpaceX and Meta. So ultimately, it still depends on the financial reports of Microsoft, Amazon, and Google. This article is sponsored by @ bitget_zh, "Bitget Buying US Stocks: Instant Entry, Smooth Trading