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Earnings season hits a make-or-break night, and this time even a beat might not be enough. Tesla, Intel and Alphabet all posted solid numbers and still got sold off, purely on AI spending fears. Alphabet beat expectations and dropped anyway. The Nasdaq 100 has since slipped into a technical correction, and short sellers are now piling into Meta, Amazon and Microsoft right before they report. The market is leaning bearish going in. Microsoft and Meta report after Wednesday's US close, with Amazon right behind. Here's the setup: · Microsoft: Azure guided to 39-40% growth, but 2026 capex is running near $190B, with over $40B in a single quarter · Meta: revenue seen jumping about 27% to $60B, with capex guidance ballooning to $125-145B. It's also the cheapest name in the group at about 18x forward earnings · Amazon: EPS eyed near $1.85, AWS growth and margins in focus Zoom out and the number is staggering. Together with Alphabet, these giants are set to spend roughly $724B on capex this year, and nearly $950B in 2027. Investors want proof all that cash is turning into revenue, not just bigger data center bills. One soft cloud number could reset the entire AI trade. The market is bracing for fireworks. Options are pricing swings of roughly 8% for Meta and 7% for Microsoft and Amazon on these prints. Microsoft alone could move nearly $189B in value on a single report, more than the market cap of most companies on earth. Here's the catch: all of this lands after the US close, when traditional markets are shut. On OKX, tokenized US stocks like $XMSFT , $XMETA and $XAMZN trade 24/7, so you can react the moment the numbers hit instead of waiting for the next session to open. If one of these swings 8% after hours, while traditional markets are still shut, do you jump on the move right away, or wait for the dust to settle? #BigTechEarningsNight #DailyOrbit