Hey ScorpA\rents!

AI is no longer just a buzzword.
It’s reshaping how companies spend, how margins evolve, and how we think about work, money, and growth.
And honestly? That shift creates opportunities — if you’re paying attention.

Before we dive into what this means for AI hustles, investing, and mindset, a quick shout-out to two partners who are already living in this future:

These aren’t “someday” ideas.
They’re real examples of how AI is already changing the game — and why mindset matters more than ever.

Alright, let’s get into it!

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Ignore the Noise, Follow the Spend
Is AI hype fading?
Not if you follow the money.
Big hardware orders mean long-term conviction.

Headline Winner – Nvidia
Every AI model needs GPUs.
Every data center is buying them in bulk.
That’s why Nvidia keeps winning headlines.

Smarter Signal – Look Up the Supply Chain
Want a clearer view?
Look at Nvidia’s suppliers.
That’s where future demand shows up first.

The Gatekeeper – ASML
ASML makes the machines that build advanced chips.
They’re the only EUV supplier.
No ASML, no cutting-edge AI chips.

Straight to the Point – Orders Are Exploding
ASML reported €13B in new bookings last quarter.
That’s a company record.
And more than double the previous quarter.

CEO Translation – This Is AI Demand
CEO Christophe Fouquet says customers are more confident about AI.
Plain English?
“They expect AI demand to last.”

Reality Check – Nothing Is Certain
Some orders may be delayed.
Some plans may change.
But spending hasn’t slowed.

💡 Why This Matters for You
You don’t need to chase every AI stock. Infrastructure moves slower and clearer. That saves time and stress. Moats beat hype in the long run. More infrastructure = cheaper AI tools. That’s leverage for your portfolio and your digital assets.

Great Numbers, Bad Reaction
Microsoft crushed earnings.
Revenue, profit, margins — all beat.
So why did the stock still fall hard?

It’s Not About Earnings
This wasn’t an earnings miss.
It was a future expectations problem.
The market wanted acceleration — not “still strong.”

Headline Shock – Microsoft Sells Off
Microsoft reported $81.3B in revenue, up 17% YoY.
Operating income jumped 21%.
Yet the stock dropped over 5% after hours.

Key Worry #1 – Azure Didn’t Speed Up
Azure grew 39% YoY, beating guidance.
But last quarter was 40%.
No acceleration = disappointment.

Guidance Reality – Market Wanted More
Management guided Azure to 37–38% growth next quarter.
Solid, but not exciting.
The market wanted a clear AI growth re-acceleration.

Key Worry #2 – Margins Are Sliding
Microsoft’s cloud gross margin fell to 67%.
Management expects 65% next quarter.
AI is powerful — but expensive.

The AI Cost Problem – Software Meets Hardware
AI needs massive data centers.
That means depreciation and lower margins.
This isn’t old-school software anymore.

Perspective Check – Still Best-in-Class
Intelligent Cloud operating margin is 42%.
That still beats rivals like Amazon and Alphabet.
Microsoft isn’t broken — just less “easy.”

Key Worry #3 – Capex Is Exploding
Capex hit $37.5B this quarter.
That’s +66% YoY.
AI growth now comes with a heavy bill.

The Big Flex – RPO Jumps 110%
Remaining Performance Obligations hit $625B.
Driven by massive AI deals with OpenAI and Anthropic.
But investors are numb after past hype cycles.

💡 Why This Matters for You
AI changes the math. Growth now needs capital. Margins won’t look like the old days. Investors aren’t scared of spending. They want proof it leads to faster growth. Meta got a pass. Microsoft didn’t. Beating estimates isn’t enough. You must beat future dreams. That’s the new market game.

Success Starts in Your Head
Ever wonder why some people win again and again?
It’s not luck.
It’s mindset.

Change the Way You Think
This classic book, Think and Grow Rich, isn’t about money first.
It’s about how you think, decide, and act.
Change that, and results follow.

Core Idea – Desire Comes Before Results
Want more from life?
You need a burning desire, not a casual wish.
Half-hearted goals don’t survive hard days.

Deep Insight – Faith Fuels Action
Faith isn’t fluffy motivation.
It’s believing you’ll figure things out before you see proof.
That belief drives consistent action.

Key Lesson – Specialised Knowledge Wins
You don’t need to know everything.
You just need to know one thing really well.
That’s how leverage is built.

Execution Rule – Imagine, Then Plan
If you can imagine it, you can work toward it.
But dreams without plans stay dreams.
Clarity + action = progress.

Leadership Mindset – Decide and Move
Successful people decide fast.
They commit, adjust, and keep moving.
Indecision is progress poison.

Enemy Alert – Procrastination Kills Momentum
Waiting for “perfect timing”?
That’s procrastination in disguise.
Start small. Start now.

Mental Edge – Your Subconscious Is Always Working
Your brain believes what you repeat.
Feed it fear, you get hesitation.
Feed it goals, you get direction.

💡 Why This Matters for You
AI tools are powerful. But mindset decides how you use them. Same tools, different results. Wealth compounds with patience and discipline. Not hype or shortcuts. Hill taught this before stocks even went digital.

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Have a question or want to learn more?
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Let’s make AI work for us, not the other way around.

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