The current market valuation expansion has given way to EPS realization and strong future guidance. The upcoming Q3 earnings reports are the biggest fundamental variable for the market right now. The core significance of these reports lies in verifying whether AI profitability can continue to be revised upward, offsetting high interest rates and geopolitical pressures, thereby maintaining market 'resilience.' As long as commercialization and profit guidance continue to exceed expectations, the AI narrative can persist. Big thanks to @Mercy_okx for the invite! This time, I’ll also be participating in the OKX Prophet U.S. Earnings Season. Over the coming period, I’ll be sharing my previews and insights on the earnings of leading companies in the AI tech sector on OKX Planet. Topics will include revenue growth drivers, guidance adjustments, differences across AI-related sectors, valuation reshaping, and more—helping us understand 'whose expectations are being exceeded' and the subsequent trends. The U.S. earnings season is a battlefield for the redistribution of capital and sentiment. Everyone is welcome to join OKX Planet for discussions. OKX Planet