There are two possible options of price action on #Ethereum :
1) Instant breakout of the $2550 resistance — riskier option with tight stop loss. If it happens, it makes sense to open a small LONG with the target around $2800 - $2850.
2) Liquidity hunting below the $2350. If we see a structure where Ethereum breaks the support down and quickly comes back above — it is a signal to go LONG with the heavier size. Same target.
#EarningsSeason ⚡️ JUST IN: Microsoft, $MSFT , is offering buyouts to 60,000 workers amid AI adoption and cost-cutting efforts, per Bloomberg.
Personnel at the vice president level and below on select teams in the US, Canada, India, and the UK are eligible. This represents approximately 27% of Microsoft’s total workforce.
🚨 BIG TECH IS CUTTING JOBS WHILE POURING BILLIONS INTO AI
Something much bigger is happening beneath today's $MSFT and $META headlines.
Microsoft is reportedly offering voluntary buyouts to approximately 60,000 employees across the US, Canada, India and the UK as it restructures costs and redirects resources toward AI.
But there's an important detail:
Microsoft isn't simply “cutting costs.”
It's a real-locating capital.
AI infrastructure remains a priority.
And then look at META...
Meta is preparing to raise potentially $95 BILLION through stock offerings to help finance its aggressive AI expansion.
That's happening after Meta raised its 2026 capital-spending outlook to $135B–$145B.
Think about that.
💰 MASSIVE AI CAPEX 👥 WORKFORCE RESTRUCTURING 🏗️ DATA CENTER EXPANSION 🤖 AI INFRASTRUCTURE 📈 CAPITAL RAISING
This is no longer just an AI software race.
It's becoming a capital-allocation war.
The question investors should be asking isn't:
“Is AI the future?”
The bigger question is:
WHO WILL TURN ALL THIS AI SPENDING INTO REAL PROFITS FIRST?
#MSFT has Azure + Copilot + AI infrastructure.
#META has advertising + AI recommendations + Meta AI + massive infrastructure ambitions.
Both are spending aggressively.
Both are restructuring.
Both are betting that AI productivity and monetization will eventually justify today's enormous investment.
My take:
I'm still bullish on the long-term AI thesis.
But I'm becoming increasingly interested in ROI on AI spending, not simply the size of the spending.
Because eventually, investors will demand numbers:
Revenue generated per dollar of AI CapEx.
That's where the real winners could separate themselves from the rest.
👇 Which company do you believe will get the BEST return on its AI investment?
🚨 EARNINGS SEASON: THESE 5 STOCKS COULD MOVE THE MARKET THIS WEEK
Forget simply asking whether earnings will beat or miss.
I'm watching what happens AFTER the numbers drop. 👀
Here are my 5 picks and the ONE thing that matters most for each:
🔷 $MSFT — AI + AZURE Microsoft has poured billions into AI infrastructure. I want to see whether Azure and AI growth are accelerating fast enough to justify that spending.
🟠 $AMZN — AWS + AI AWS remains the key engine. Strong cloud growth and better margins could strengthen the bullish case, while weak guidance would be the red flag.
🔴 $GOOGL — ADS + CLOUD Google has two battles: defending its search/advertising empire while aggressively expanding AI and cloud. I'm watching whether AI is strengthening the business or simply increasing costs.
🔵 $V — CONSUMER STRENGTH Visa gives us a window into the real economy. Strong payment volumes = consumers are still spending. Weakening transactions could signal pressure underneath the market.
🔴 $LLY — DRUG DEMAND Eli Lilly remains one of the most closely watched healthcare growth stories. Demand, supply capacity and forward guidance will matter more to me than one headline EPS number.
🎯 MY TOP WATCH: #MSFT
Why?
AI spending is one of the biggest narratives driving this market.
If Microsoft shows that its enormous infrastructure investment is translating into stronger cloud revenue and monetization, it could strengthen the entire AI trade.
But if growth disappoints while CapEx keeps climbing?
The market could start asking harder questions about AI valuations.
🤖 As you might notice, AI related companies and infrastructure faces a severe repricing. Korean KOSPI index which basically represents top tech companies is down hard, President even tweets help number to prevent massive suicides 😥
The dump itself was expected, as AI stocks rallied dozens of Xses earlier this year. $SOXL demonstrates it perfectly: look how this semiconductor related fund dumps to complacency shoulder and lower! The overvalued tech sector finally cools off.
You might be confused, but this is extremely bullish for crypto! All this time $BTC was a hedge asset against AI bubble, ETFs outflows were huge. Now as repricing happens, $BTC can ditch the deadweight and finally pump to new highs! I believe that this Q4 of 2026 offers the best opportunity for long-term holders to buy crypto! #EarningsSeason #BTC☀️