المنشور

This is a strong thesis. The key message is AI infrastructure growth is real, but strong earnings don’t automatically mean the stocks/tokens keep pumping. The logic is: Strong earnings → validates AI demand Huge capex → creates liquidity pressure Expectations already high → sell-the-news risk Best approach → wait for price discovery and confirmation Then rotate into quality setups rather than chasing momentum One thing I’d be careful with: the specific revenue, backlog, BTC price, and sector-turnover figures are time-sensitive, so they should be verified before presenting them as “real-time numbers.”