Weekly Community Hot Posts Review｜Will AI Replace Traditional Software? Interpreting the Evolution of Investment Thinking from Financial Reports

This week, the community has been buzzing with discussions, focusing on the earnings reports of AI giants and market concerns about AI disrupting traditional tech industries. We've selected and categorized the best UGC to bring you the most noteworthy industry trends and investment insights.

1. AI Tech Giants' Earnings and the Computing Power Race

This week, AI companies released their latest earnings reports. @Dolphin Research focused on companies like Google, ARM, AMD, and Palantir, providing a systematic analysis of the competitive landscape, profitability, and expectation gaps in the AI sector, highlighting clear divergences during earnings season. After Google's earnings release, its plan to double capital expenditures by 2026 sparked intense debate about the sustainability of competition and profitability in the AI sector. The emergence of Google's Genie model was seen as a "Thanos snap" for gaming stocks like Unity, with traditional game engine value being disrupted by AI-generated content.
Original link🔗: Google: The Big Brother Goes All-In on AI
Original link🔗: A Bloodbath for Gaming Stocks—Did Google Just Snap Its Fingers Like Thanos?

AMD's latest quarterly earnings showed steady core business revenue and gross margins, but the pace of AI GPU shipments fell significantly short of market expectations. Despite the company repeatedly emphasizing the long-term potential of its MI series, short-term doubts about its AI chip competitiveness remain, reflected in the stock's "disappointed expectations" reaction.
Original link🔗: All Bark and No Bite! When Will AMD Step Up?

ARM also reported strong AI-related growth in Q3, with revenue and gross margins remaining high. However, slower royalty growth and declining backlog raised concerns about future growth. The report suggests that weak smartphone demand will drag on ARM's royalty business, putting pressure on future revenue growth.
Original link🔗: ARM: AI Dividends Remain, but Smartphones Are the Current Drag

Palantir, as a leader in AI applications, delivered a "hardcore report card," with revenue and forward-looking indicators accelerating across the board, particularly in the U.S. government and enterprise markets, easing concerns about growth sustainability. Although the after-hours stock reaction was muted, this was more due to rational market sentiment adjustment rather than fundamental issues, with company guidance suggesting continued high growth potential.
Original link🔗: Palantir: Another Hardcore Report Card—Can the AI King Return to Its Peak?

2. Crypto and Derivatives Market Strategies

@Options Master reviewed the market turbulence triggered by the "Wash Whirlwind," noting sharp swings in risk assets like gold, silver, and Bitcoin amid dollar and rate expectations. The post analyzed how to use options for hedging and yield optimization in high-volatility environments, along with practical tips for optimizing multi-leg option strategies.
Original link🔗: The 'Wash Whirlwind' Sweeps Crypto and Gold! Rebound or Further Decline? How to Fight Back with Options When Liquidations Surge

Meanwhile, stock trader @lyhalfway analyzed extreme-value scenarios and holdings for hot crypto assets like BMNR and ETH, reflecting investors' dual focus on on-chain data shifts and market fundamentals. The 实战经验帖 also emphasized mindset adjustments and strategy selection during extreme market conditions to improve risk awareness.
Original link🔗: BMNR Extreme-Value Scenario Analysis

3. Investment Philosophies and Mindset Sharing

Rationality, independence, and humility remained key themes in this week's investment discussions. The "Red & Green" series explored "Investing as an Independent and Humble Endeavor," drawing on Templeton's philosophy to emphasize critical thinking, action, and market respect.
Original link🔗: Investing as an Independent and Humble Endeavor

Another 精华帖 outlined three core mindsets—equity thinking, contrarian thinking, and risk thinking—reminding the community that long-term adherence to foundational principles is key to navigating cycles.
Original link🔗: Deeply Understanding and Applying These Three Mindsets Will Greatly Benefit Our Investment Careers

4. Practical Tactics: Short-Term Trading and Speculative Techniques

For aggressive investors 偏爱高杠杆和末日期权， The Gambler's Investment Guide systematically summarized high-risk strategy "red lines"—like avoiding all-in bets, emotional trading, and excessive directional switches—while highlighting 热点捕捉和胜率参考 for maximum practicality.
Original link🔗: If You Love to Gamble and Expiring Options, Here’s How to Do It Right

From AI's hardcore innovations to high-risk speculation, from industry shocks to long-term wisdom, this week's top posts bridged 认知跃迁 and 实战 strategies. What 重磅动态 await next week? Stay tuned and join the discussion!