According to The Kobeissi Letter, Nvidia (NVDA) extended gains to 6.5%, trading above $198 as the company’s earnings call began. According to The Kobeissi Letter, the stock has added about $290 billion in market capitalization since reporting earnings. According to The Kobeissi Letter, the update did not reference any direct cryptocurrency market impact.

According to @StockMarketNerd, the Q3 2025 Sea Limited (SE) earnings review is organized into seven sections covering key points, demand, profits, balance sheet, guidance and valuation, earnings call and investor materials, and a final take, offering traders a structured roadmap to evaluate SE’s fundamentals and near-term catalysts; Source: @StockMarketNerd on X, Nov 12, 2025, and the linked StockMarketNerd.com review. According to @StockMarketNerd, the post directs investors to detailed earnings-call notes and supporting investor materials, enabling cross-checks of demand trends, profitability drivers, liquidity posture, and forward guidance before setting entries, exits, and risk controls; Source: @StockMarketNerd on X, Nov 12, 2025, and the linked StockMarketNerd.com review. According to @StockMarketNerd, the explicit focus on demand, profits, balance sheet, and guidance highlights the core inputs for trading SE around results and guidance revisions, while the valuation section frames how to translate the fundamental updates into price targets and relative-multiple views; Source: @StockMarketNerd on X, Nov 12, 2025, and the linked StockMarketNerd.com review. According to @StockMarketNerd, the post does not reference cryptocurrencies, indicating no direct crypto-market catalysts are cited in this summary and any crypto impact would be indirect via broader risk sentiment; Source: @StockMarketNerd on X, Nov 12, 2025.

According to @StockMarketNerd, AMD CEO Lisa Su indicated in this week’s earnings call Q&A that GPU useful lives are unlikely to be shortened and could even be longer, countering concerns that a 5-6 year life is too long for current AI accelerators. Source: @StockMarketNerd on X referencing AMD earnings call Q&A. If hyperscalers lengthen asset lives, annual depreciation expense declines and GAAP operating income rises for the same capital base under straight-line methods, which can accelerate net income growth in reported results. Source: FASB ASC 360 Property, Plant, and Equipment. Major cloud providers have already extended useful lives in 2023, framing the 5-6 year debate: Alphabet moved servers and certain network equipment to 6 years, Microsoft extended servers and network gear to 6 years, Amazon increased to 5 years, and Meta extended servers to 5 years, all reducing depreciation expense. Source: Alphabet Inc. 2023 Form 10-K; Microsoft Corporation Form 10-K FY2023; Amazon.com, Inc. 2023 Form 10-K; Meta Platforms, Inc. 2023 Form 10-K. For crypto markets, GPU useful life changes have limited direct impact on BTC mining economics because Bitcoin relies on ASIC miners, and Ethereum eliminated GPU mining after the September 2022 Merge, keeping the effect mostly second-order via AI infrastructure sentiment. Source: Cambridge Centre for Alternative Finance CBECI documentation; Ethereum Foundation Merge update.

According to @StockMKTNewz, Kalshi markets assign a 63% probability that Alex Karp or Palantir (PLTR) will say the word 'lethal' on tomorrow's earnings call, indicating the event is more likely than not based on prediction market odds. source: @StockMKTNewz on X (Nov 2, 2025). A 63% quoted likelihood frames this as a binary, time-bound event tracked by a real-money prediction market, providing a quantified sentiment gauge ahead of the PLTR earnings call. source: @StockMKTNewz on X (Nov 2, 2025). The source does not reference any direct cryptocurrency market impact from this event, noting only the earnings call language probability for PLTR. source: @StockMKTNewz on X (Nov 2, 2025).

According to @StockMKTNewz, Elon Musk said on Tesla’s earnings call that Tesla’s TSLA mission is sustainable abundance, driven by Optimus and self-driving, adding these projects could create a world where there is no poverty, and that Optimus could be an incredible surgeon with universal access to top-tier care, emphasizing safety as development proceeds (source: Tesla earnings call; Tesla official X video via @Tesla; @StockMKTNewz). For traders, this reiterates management’s prioritization of AI robotics and autonomy as core growth drivers, making forthcoming timelines, pilot deployments, and regulatory updates for FSD and Optimus in Tesla investor communications critical catalysts to watch (source: Tesla earnings call; Tesla IR communications). No cryptocurrencies were referenced in the cited remarks, indicating no direct crypto-market catalyst from this excerpt; any impact would be indirect through broader AI-equity sentiment rather than explicit crypto integration (source: Tesla earnings call; Tesla official X video via @Tesla).

According to @KobeissiLetter, Nvidia’s CFO stated on the latest earnings call that over 99% of data center compute revenue billed to Singapore was for U.S.-based customers, confirming the destination of those sales, source: @KobeissiLetter. According to @KobeissiLetter, the clarification aims to remove ambiguity about whether U.S. export controls are being bypassed or smuggled into China, highlighting Nvidia’s public stance on compliance risk, source: @KobeissiLetter. No direct mention of cryptocurrencies or token exposure appears in the cited remarks, indicating no explicit crypto market linkage in this item, source: @KobeissiLetter.

According to @StockMarketNerd, Palantir's ($PLTR) quarterly earnings calls and CEO Karp's letters are notably unique and engaging compared to over 50 other company transcripts reviewed each quarter. For traders, Palantir's consistent transparency and leadership communication provide deeper operational insights, aiding informed decisions around $PLTR stock. Increased investor attention to Palantir's earnings can influence tech sector sentiment, which often correlates with crypto market movements, especially with AI-focused tokens and blockchain analytics projects. Source: @StockMarketNerd

According to @saylor, today's MicroStrategy ($MSTR) earnings call will include a live Q&A session featuring prominent market analysts such as Lyn Alden, Preston Pysh, Excellion, Punter Jeff, and several top $MSTR equity analysts. This interactive event offers traders timely insights into MicroStrategy's financial performance and its ongoing Bitcoin (BTC) investment strategy, making it a key event for those tracking the intersection of equity and cryptocurrency markets. Source: @saylor.

According to Edward Dowd, NVIDIA's recent earnings call highlighted a 32% sequential increase in Accounts Receivable Days Sales Outstanding (DSO), which was not addressed in the prepared remarks or Q&A, raising a red flag for investors. Additionally, questions regarding the shift in geographical revenue from China to the US were inadequately addressed, adding further concern for traders.

According to KookCapitalLLC, NVIDIA's CEO, Jensen Huang, mentioned Fartcoin during the company's earnings call. This unexpected mention could influence trader interest in Fartcoin, potentially impacting its market dynamics. Traders might watch for any subsequent market movements or official statements from NVIDIA that could affect Fartcoin's valuation.

According to Jeff Walton, MicroStrategy's latest earnings call for Q4 2024 revealed their continued focus on Bitcoin acquisition as a central strategy. The firm highlighted their increased BTC holdings as a method to enhance shareholder value and hedge against inflation. This strategic positioning in Bitcoin is expected to impact their stock performance positively, as BTC price movements remain a critical factor. Source: @PunterJeff

According to Michael Saylor, Strategy has announced its Q4 2024 financial results and launched a new website. The company is set to discuss its financial outcomes, brand updates, and the outlook for its Bitcoin Treasury operations during an earnings call scheduled today at 5PM EST. This event is crucial for investors as it will provide insights into the company's Bitcoin strategy and financial health, potentially impacting the $MSTR stock price.