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The earnings season for major US tech giants is here! This might be the real trigger that determines the direction of the next market cycle!!!! Whenever the market reaches a critical point, it's often not the news but the earnings reports that truly decide the direction. With the US tech giants' earnings season officially kicking off in July and August, over the next month or so, global capital will focus on a new round of competition around AI, semiconductors, cloud computing, and consumer electronics. This is also worth paying attention to for the crypto market. Most important earnings dates in July and August 📅 July 22 🔥 Google (GOOGL) Key points to watch: * Progress in AI search commercialization * Latest performance of Gemini * Cloud business growth If AI investments continue to drive revenue growth, market sentiment is likely to heat up further. Also on the same day: 🚗 Tesla (TSLA) The focus is not on how many cars were sold, but on: * Robotaxi * Optimus robot * AI training * FSD commercialization Tesla is increasingly looking like an AI company rather than a traditional automaker. 📅 July 23 Intel (INTC) Can it regain its competitive edge in semiconductors? Whether its foundry business continues to improve will also affect sentiment across the chip sector. 📅 July 29 Microsoft (MSFT) This is one of the most important earnings reports for the entire AI market. Market concerns: ✔ Azure cloud growth ✔ Copilot commercialization revenue ✔ Incremental gains from OpenAI collaboration If Microsoft continues to exceed expectations, it could once again drive strength in the AI sector. Also on the same day: Meta (META) Will the advertising business continue high growth? Will AI recommendation algorithms keep improving monetization? Will capital expenditures expand further? These are key data points for investors. 📅 July 30 🍎 Apple (AAPL) Can AI features truly drive iPhone upgrade cycles? Can the services business maintain high growth? Apple's performance will impact the entire consumer electronics sector. At the same time: 📦 Amazon (AMZN) AWS cloud business AI infrastructure E-commerce profit margins All will be market focal points. August remains exciting Early August: * Palantir (PLTR) * AMD * Super Micro Computer (SMCI) These are important members of the AI computing power industry chain. The real "grand finale" is: August 26 — Nvidia (NVDA) Almost every Nvidia earnings report has the potential to redefine the valuation of the entire AI sector. Blackwell chip delivery status, data center revenue, and future guidance could directly influence the global tech asset trends. Why should crypto investors also pay attention? Many think US stocks are US stocks, and crypto is crypto. In reality, the linkage between the two is getting stronger. In the past two years, it’s clear that: 👉 AI concept stocks rise, and risk assets generally benefit. 👉 When Nasdaq hits new highs, BTC and ETH often attract more capital attention. 👉 If tech giants collectively beat expectations, global risk appetite increases, and capital may flow further into crypto markets. Conversely, if several leading companies simultaneously give pessimistic guidance, not only will US stocks come under pressure, but crypto sentiment may also be affected in the short term. Therefore, this month-plus period is not only a critical window for US stocks but also an important timeframe that digital asset investors cannot ignore. My view The real factor determining market direction in the future may not be the endless daily news but the "report cards" delivered by these tech giants. Is AI truly a real demand or just a capital story? Can corporate profits support current valuations? These answers will gradually be revealed in the upcoming earnings season!!!