The Q2 earnings season for tech giants has officially kicked off! This is not only a matter of life and death for U.S. stocks but also a "touchstone" for the entire crypto market and AI sector!
From TSMC, ASML to Alphabet, Tesla, a series of hard data have been released. Online KOLs and top institutions are arguing: Capital expenditure (CapEx) has skyrocketed, free cash flow has turned negative, is this the second half of the AI revolution, or a catalyst for a crash?
Today, we will not only break down the underlying logic of major companies' earnings reports but also teach you how to participate in this wave of U.S. earnings frenzy on Bybit in the hardest way, and even get a Tesla Cybertruck for free!
👉 Click to enter Bybit to explore the new world of RWA:
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1. Dissecting the Earnings Report Truth: AI Computing Power Is Still Soaring, But The Market Is Becoming "Picky"!
Observing the recently published earnings reports of tech giants, the market shows a very subtle differentiation:
The "Iron Fact" of the Sellers: AI Demand is Definitely Not a Bubble!
TSMC: Q2 revenue increased by 36%, net profit soared by 77%, directly raising the full-year revenue guidance to over 40%! 3nm capacity is fully loaded until 2027.
ASML: Upgrading the full-year outlook, storage chip demand is exploding.
Chip and equipment manufacturers are proving with real money that the underlying demand for computing power is frighteningly solid, and AI infrastructure is still expanding at full speed.
The New Contradiction Between Cloud Providers and Giants: From "Will They Spend" to "Can They Earn"
Google (Alphabet): Cloud business vastly exceeded expectations (+82%), but capital expenditure was directly raised to about $200 billion, resulting in negative free cash flow and a stock price pullback.
Tesla: Strong deliveries, but due to massive spending on Cybercab, Optimus humanoid robots, and AI computing power, EPS fell short of expectations, causing significant stock price fluctuations.
The market does not doubt the future of AI, but is becoming extremely sensitive to the return periods (ROI) under the high valuations of the "Magnificent Seven (Mag7)." In the short term, large tech companies are likely to experience "sell the news" consolidation.
The biggest beneficiaries are still storage (HBM/NAND) and upstream equipment! The more the giants invest, the more storage and equipment manufacturers earn.
2. Trade While Playing Quizzes! Bybit's First U.S. Earnings Season: Share a $1,000,000 Prize Pool, Ultimate Chance to Win a Cybertruck!
Since the volatility of the U.S. earnings season is through the roof, wouldn’t it be a shame to just watch?
Bybit has launched the first special event for the U.S. earnings season! Whether you are a trading veteran or a newcomer, you can accumulate points while trading U.S. stocks (spot, perpetual contracts, TradFi CFD, Alpha, etc.) and even split a luxurious $1 million prize pool simply by betting on the top stock price increase daily!
🎁 Overview of Ultimate Luxury Prizes:
Grand Prize: Tesla Cybertruck (equivalent to 50,000 USDT airdrop)!
Hardcore Physical Prizes: iPhone 17 Pro Max (256G) delivered to your home!
Digital Enthusiasts Package: GeForce RTX 5060 Ti graphics card, Ray-Ban Meta 2 smart glasses, Google AI Ultra 20x membership, etc.
🎯 How to Accumulate Points:
New User Onboarding and Airdrop:
New users complete KYC verification + first deposit + first trade, instantly receive a free 5 USDT derivatives stock position airdrop (limited to the first 20,000, first come first served)!
First-time experience in stock trading (spot, derivatives, or TradFi stocks) easily unlocks onboarding points.
Daily Quiz (Double Points for Free):
Every day from 10 popular stocks perpetual contracts (like NVDAX, TSLAX, GOOGLX, AAPLX, etc.), guess the top increase for the next day!
If you guess correctly, you will directly split the public points pool proportionately; if you guess incorrectly, the points for that day's bet will simply be deducted, which is very suitable for traders to clock in daily!
Earn Points by Trading:
During the earnings peak period from July 21 to 30, trading specified earnings report stock perpetual contracts enjoys extra point bonuses.
For every $1,000,000 of spot/derivatives stock trading volume accumulated, you can continuously earn high points!
3. 3 Steps to Get Onboard and Start the U.S. Stock Frenzy
1. Exclusive Direct Access:
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2. Exclusive Chinese Language Privilege Invitation Code: 34429
3. Participation Steps: Click on the event page [Sign Up Now] ➡️ Complete Level 1 identity verification ➡️ Trade relevant U.S. stocks or participate in daily quizzes to accumulate points ➡️ Sprint for the leaderboard or redeem heavy prizes in the points store!
The earnings season is a reshuffle period for wealth redistribution! Are you optimistic about the giants pouring money into a new AI era or preparing to find swing opportunities in the volatility?
Come to the community and share your earnings season betting list with friends, and clock in daily for quizzes to see who can drive home the first Cybertruck!
Official Telegram community:
AiCoin Chinese Twitter:
Bybit Benefit Group:
https://aicoin.com/link/chat?cid=7JmRjnl3w
Disclaimer: The above content is purely based on publicly available earnings report data and activity information and does not constitute any investment advice. Stock and derivatives trading involves high risks; please make rational decisions according to your own risk tolerance.
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