This week’s headlines were chaotic—earnings beats, AI updates, and trillion-dollar companies warning of compute bottlenecks. But beneath the noise, one theme emerged: the future of AI will be won by whoever controls power, land, and infrastructure. Amazon proved this with a dominant quarter, doubling down on data-center expansion and AI monetization at massive scale. Meanwhile, Microsoft and Nvidia signaled that GPUs are no longer the constraint—electricity is. And as Palantir tests the limits of its valuation, the real winners are becoming clear: the companies building the physical backbone of the AI age.

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Be sure to read through to the end to catch all the valuable insights this newsletter delivers to your inbox today.

Five years back, BTQ Technologies Corp. $BTQ ( ▼ 8.12% ) shares were scraping by at just $0.29 each. Jump to October 31, 2025, with a close at $7.64—that's a 2,534% leap that caught plenty of eyes. The chart captures a sharp takeoff from 2024 lows, with some jitters but overall solid push into 2025, and a 52-week high of $16.00 hinting at untapped potential. To break it down easy, the compound annual growth rate (CAGR) lands at 92.37%. It's the steady yearly average that fueled this run—found by raising the total growth to the 1/5 power and subtracting 1. In short, it's like almost doubling your stake each year, on average, over time.

Now, picture dollar-cost averaging (DCA) in action: You slide $500 in monthly for five years, totaling $30,000. This buys extra shares on softer days and holds back on peaks, keeping things even. Sticking to the historical beat, with a monthly growth rate of about 5.6% starting from $7.64, the math rolls forward.

In 60 months, your pile could top $238,825. That's a gain of $208,825—a 696% return on your cash. The first buys ride the full wave, while the latter ones still get a strong tailwind. This rides on history, which isn't a lock for tomorrow. With no P/E listed and that 52-week high of $16.00 in the rearview, BTQ carries some spark. If DCA feels right, your regular $500 could add up to a real payoff by 2030. Up for the journey?

Some weeks in the market feel like standing in the middle of a trading floor with every screen flashing red or green, every headline demanding attention, and every analyst predicting the next trillion-dollar shift. This week was one of those—earnings from giants, unexpected commentary about compute and power constraints, massive cloud momentum, and valuations that seem to test the limits of rationality.

Yet beneath all that noise, a pattern emerged. And for the investor who doesn’t have hours to dissect every company’s transcript or cross-reference every chart, that pattern matters more than the individual headlines.

The companies leading the AI era are no longer defined by who has the best model or the fastest chips.

They are defined by who controls power, land, and physical capacity to build infrastructure at a pace that matches demand.

It’s no longer about who writes the code. It’s about who can run it at scale.

And in that landscape, Amazon positioned itself this week in a way that deserves your full attention.

Amazon delivered the type of quarter that reminds long-term investors why patience pays. Not because the stock jumped almost 10% in a single session, but because the underlying machinery—the real economic engine of Amazon—showed synchronized, durable, diversified growth.

AWS didn’t just “recover.” It accelerated:

But the real story sits in the forward commitments: A $200 billion backlog, before counting the deals signed in October that alone surpassed Q3’s entire deal volume.

This is not hope. This is locked-in demand from enterprises, governments, and AI-driven workloads building their futures on AWS infrastructure.

While many companies still describe AI as an “investment phase,” Amazon has already turned AI into a profit center.

Rufus, Amazon’s AI shopping assistant, is now one of the most commercially effective AI deployments in consumer tech:

AI is not a side project at Amazon.
It is a revenue engine that pushes people from browsing to buying—and at Amazon’s scale, a small improvement in conversion can yield a multi-billion-dollar outcome.

$AMZN ( ▲ 4.01% ) ad business is now a $64.6B segment growing 20.6% year-over-year. With partnerships with $NFLX ( ▼ 1.68% ) , $SPOT ( ▼ 1.71% ) , and $SIRI ( ▲ 0.92% ) expanding Amazon’s reach, advertising is becoming one of the highest-margin levers across the entire company.

And here’s the broader truth: Amazon is no longer a retailer with a cloud business.
It is a cloud platform with a retail ecosystem, an ad empire, a logistics network, a pharmacy, and a rapidly expanding AI layer.

This is why dips in Amazon remain buying opportunities—its growth is structural, not cyclical.

A quietly important moment came from Satya Nadella’s comments in the Brad Gerstner conversation with Sam Altman:
Chips are no longer the bottleneck. Power is.

This is something investors haven’t adjusted to yet.

Microsoft has GPUs sitting idle—not because of supply issues, but because they can’t be powered or installed until new data centers come online. Sam Altman echoed the same sentiment. Jensen Huang has already said that data centers will be built wherever power is abundant, regardless of geography.

This explains why hyperscalers are suddenly expanding into:

It also reframes Amazon’s strategy. The company added 3.8 gigawatts of power in the last year and plans to double total power capacity by 2027. For context, a gigawatt powers hundreds of thousands of homes. Amazon is building that much capacity for compute alone.

Another 1 gigawatt comes online in Q4.

In the AI era, infrastructure scale determines competitive advantage. And Amazon is building faster and wider than almost any other player.

CoreWeave’s attempted acquisition of Core Scientific—a move that could have redefined power and compute consolidation—collapsed when Core Scientific shareholders voted against the deal.

What was lost?

Shareholders saw the value differently and opted out, leaving both companies to continue independently.

But a second development matters more for long-term investors: CoreWeave is entering the U.S. federal market, seeking FedRAMP authorization.

If successful, it positions CoreWeave to become a key infrastructure provider for government agencies and the defense sector—on par with players like AWS GovCloud and Azure Government.

This matters because the next decade of AI infrastructure will be shaped as much by policy and procurement as by technology.
Federal workloads don’t move small numbers—they move billions.

CoreWeave is quietly putting itself in position to catch those flows.

And now to Palantir—a company that has captured investor imagination like few others.

The stock is up:

Those gains would be impressive for a startup. For a public company of Palantir’s size, they represent extraordinary expectations.

But as Q3 earnings approach, a clear-headed framing is necessary—especially from the perspective of an investor who values time and compounding.

One investor, known as Tunga Capital, crystallized the challenge:

Tunga acknowledges Palantir’s strengths:

But the question is simple: How many years of returns must an investor forfeit today because so much of the future is already priced in?

At current valuation levels, Tunga argues that investors may need four years before compounding truly begins working in their favor.

And here’s the critical point:
For $PLTR ( ▲ 3.35% ) to justify the current price, it may need to maintain 50%+ annual revenue growth. Not once. Not for a year. But as a baseline.

Even exceptional 30–40% growth could disappoint the market and trigger a painful correction.

This is why Tunga is maintaining a Sell rating going into earnings.

Wall Street, meanwhile, remains cautious:

Palantir is no longer priced like a growth company—it’s priced like a phenomenon. And phenomena demand flawless execution for extended periods of time. That’s never impossible, but it’s rarely sustainable.

Amazon’s strength this week came from execution aligned with valuation. Palantir’s challenge is execution racing against valuation.

Both offer lessons. Only one offers predictable compounding.

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