AMD grew revenue 50%. SpaceX grew 92%. I expected at least one of them to get rewarded for numbers like that, but both stocks fell. What stood out wasn’t weak demand. AMD’s margin outlook barely moved, while SpaceX spent nearly $16B on AI infrastructure and still lost money. Maybe the market isn’t turning bearish on AI demand. Maybe it’s just becoming less willing to reward growth at any cost. Was this just an expectations problem, or are investors finally changing what they want to see from AI
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