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AI's Next Test: Software Wins, Hardware Must Prove It
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ticker lesson
Breakdown
0:00Palanteer· ticker
Palanteer — AI report boosts sentiment
- Revenues grew 93% YoY
- Adjusted EPS 41 cents
- Free cash flow $1.22B at 63% margin
- AI bulls rewarded with strong results
1:47lesson
JGB yields tighten duration conditions
- Rising JGB yields compress yen carry trades
- Repatriation pressure increases
- Dollar-yen above 160 politically impalatable
- Intervention risk limits yen strength
1:48SpaceX· ticker
SpaceX — Starlink funds Starship expansion
- Starlink subscriptions track demand
- ARPU and margins under scrutiny
- AI spending vs. launch cadence
- XAI losses need funding
1:49AMD· ticker
AMD — Semiconductor margins and demand
- Revenue $11.3B expected
- 56% gross margin critical
- MI350/EPYC demand drives performance
- Data center performance key
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