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📊 My Take After Last Night's Earnings After listening to the earnings calls, one thing stood out: The conversation wasn't about whether AI investment should continue. It was about how to secure enough computing power. Both Microsoft and Meta emphasized that demand for AI infrastructure remains strong. Several companies pointed to the same challenge: ⚡ The biggest bottleneck is no longer the models themselves—it's access to computing power. That reinforces the view that AI infrastructure remains a key long-term theme. That said, price action is a different story. The recent sell-off has been severe, and it's a reminder that strong fundamentals don't always prevent short-term declines. The difficult question isn't whether AI has a future. It's when the market finishes repricing risk and the next opportunity appears. For now, patience and disciplined risk management matter more than trying to predict the exact bottom. The long-term narrative may remain intact—even if the short-term volatility is uncomfortable. #Fed3Dissents #MSFTCutsCapex #AIStoryDiverges $BTC $ETH $SNDK