Monday, November 3, 2025

AI Meets Reality This Earnings Season

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Monday Takeaways: The Great AI Divide - Winners Surge as Losers Crash

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Shah Gilani

Shah Gilani
Chief Investment Strategist

The AI hype train just hit a reality checkpoint...

Last week exposed which tech giants are actually delivering on AI... versus which ones are just talking a good game.

Amazon? Blockbuster earnings. AWS showing 20%-plus cloud growth.

The market loved it because cloud growth means AI growth - and Amazon's got the revenue to prove it.

But then there's Oracle...

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The stock gapped up when they announced billions in AI spending. Everyone cheered: "They're not getting left behind!"

Then reality set in. They don't have the money. They don't have the revenue yet. And the stock got crushed.

This is what happens when AI promises meet actual earnings.

Meta learned the same lesson - absolutely hammered below its ascending trend line despite years of leading tech performance.

The market is telling us something critical...

  • Beats get rewarded handsomely
  • Misses get obliterated
  • Positive guidance matters more than anything

This nervousness - even in a bull market - means you need to own the right names.

I'll reveal which tech stocks have proven AI revenue streams you can trust, why investor nervousness creates opportunity in the right names, and the exact positioning strategy I'm using for the final two months of the year.

Click here or on the image below to discover which AI stocks pass the revenue test.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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>> Click Here to Watch: "The 2025 Millionaire-Maker" Event <<

 

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Stonkamania Unleashed: Earnings Trades You Can't Miss!

Join Christian and Lance at 1:30PM ET!
 
   
     


During Stonkamania, Christian and Lance will dive into:

✅Big names reporting earnings this week
✅How they plan top target $500 with a $2k starting stake by the end of the week
✅Some bonus trades for earnings this week

 
 
Login to Stonkamania here!
Enjoy!

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Why is Jim Rickards giving away this ticker for FREE?

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Note From Senior Managing Editor Nicole Labra: I have a message for you from Matt Insley at Paradigm Press. I thought you might find it interesting - check it out here or read more below.



Why is Jim Rickards giving away this ticker for FREE?

Dear Reader,

I've worked closely with Jim Rickards for more than a decade…

And I can say with confidence:

He never does this.

Jim just recorded an urgent 3-minute video revealing one of his #1 stock picks - for free.

This is not an official recommendation.

It's not hidden behind a paywall.

All you need to do is click here…

And Jim will reveal the full name, ticker symbol, and buy instructions.

Why now?

Well, it's simple:

Jim has never done this before because he's never seen an opportunity move as quickly as this one.

A few months ago, Jim made headlines when he was the first person to reveal the $150 American Birthright hidden in our federal lands.

He predicted that as Trump opened these lands for mining…

Certain mining stocks with the rights to these lands would explode.

Well, in the months since, we've seen absolutely insane returns.

Year-to-date, USAR is up 166%.

 

SSR mining has grown 250%...

 

And TMC is up an insane 700%!

 

One of Jim's analysts even recommended a trade on MP Materials that soared 760% in just two weeks… and went on to a peak of 6,900% in two months after the recommended close for one of Paradigm's best trades in history.

Clearly, what we are seeing is completely unprecedented.

Jim has never witnessed an opportunity move quite this quickly before…

Which is why he is dropping this ticker for FREE today.

Click here to watch now.

Sincerely,

Matt Insley
Publisher, Paradigm Press

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