It’s been a cool week - every day, someone from the top tech companies publishes reports. Listening to them is certainly much more interesting and important than public marketing materials.
For example, Amazon is doing very well, pulling ahead thanks to AWS and AI tools. Another example is that in a gold rush, the seller of shovels makes the most money :) NASDAQ: AMZN +10% for the day
Microsoft Q3 2025 Earnings Call
NVIDIA Q3 2025 Earnings Call (waiting for November 19)
P.S. By the way, Facebook is down 10%
P.P.S. By the way, about a quarter ago, I asked ChatGPT what to invest in to ride the AI hype. Besides the AI companies, we also thought that companies around electricity would take off. Overall, they all have +10% in stocks for the quarter :)
