Growth is King, Profit is the Crown | Weekly Market Recap (Nov 8, 2025)

Good morning traders and investors — I’m Norbert B.M., and welcome to the Weekend Edition of Wealth Dome, where I build and protect wealth.

This first week of November sent a powerful message:

“Growth is king, but profitability is the crown.”

Earnings season continued at full steam with high-profile reports from AMD, Super Micro Computer, Palantir, Uber, Airbnb, Shopify, Spotify, Hims & Hers, Novo Nordisk, Celsius, and Elf Beauty — painting a picture of a market divided between AI-driven growth and profit-driven fundamentals.

📈 Market Overview

* S&P 500: +0.13% (still strong, 17% YTD)

* NASDAQ: −0.25% (but up 21.5% YTD)

* Dow Jones: +0.06% (up 12% YTD)

* Russell 2000: −1.3% (lagging small caps)

10-Year Treasury Yield: 4.09% (up from 3.9%)VIX: 22.7 — volatility creeping back inWTI Crude Oil: ~$59–60, hovering under pressureGold: Testing $4,000 resistance — potential for range-bound tradesBitcoin: ~$102,000, consolidating for a possible Santa Claus rally

“The message is clear: AI spending drives growth, but the market is rewarding companies that deliver both expansion and profitability.”

💾 Earnings Breakdown

⚙️ Semiconductors & AI Infrastructure

AMD (AMD)

* Revenue: $9.2B (+36% YoY)

* EPS: $1.20 (beat)

* Data Center Growth: +36%

* PC Segment: +46% rebound

“AI story validated — buy for the long term.”

Super Micro Computer (SMCI)

* Revenue: $2.33B (miss)

* EPS: Missed expectations

* Stock down 27% in 5 days due to delivery delays on AI orders.

“Short-term pain, long-term potential. Buy cautiously under $40.”

Palantir (PLTR)

* Revenue: $1.8B (+63%)

* EPS: $0.20 (beat)

“Commercial growth is booming, but valuation remains stretched. Hold for now.”

🚗 Digital Commerce & Platforms

Uber (UBER)

* Gross Bookings: $49.7B

* Free Cash Flow: $2.2B

* EBITDA: $2.3B (beat)

“Strong across delivery and mobility — a long-term buy under $45.”

Airbnb (ABNB)

* Revenue Beat, EPS Miss

“Found footing near $117. Quality compounder but rich valuation. Wait for deeper pullback.”

Shopify (SHOP)

* Revenue: $2.84B (beat)

“Momentum into the holiday season — near-term buy if technicals hold above Ichimoku cloud.”

Spotify (SPOT)

* Revenue & Subscriber Beat

“Margins improving, but chart still weak — cautious add only if it holds above 200-day MA.”

💊 Health & Consumer Staples

Hims & Hers (HIMS)

* Revenue: $599M (+49% YoY)

“Growth story strong, but profitability unclear. Wait for margin stabilization.”

Novo Nordisk (NVO)

* Revenue Beat, EPS Beat

* Weight-loss drugs fueling long-term potential.

“Buy long-term; great dividend and growth catalyst in 2026.”

Celsius (CELH)

* Revenue: +97% YoY

* Margins expanding

“Oversold but fundamentally strong. Buy opportunity under $60.”

Elf Beauty (ELF)

* Revenue Beat, EPS Beat

“Digital-first strategy winning — Buy. Best-in-class consumer growth stock.”

💬 Investor Takeaways

* AI CapEx boom continues: AMD, SMCI, and PLTR are leading.

* Consumer resilience in ELF and CELH contrasts with weak staples.

* Profitability matters more than ever — the market is rewarding cash flow.

“Use weakness in quality names as an opportunity to accumulate for 2026.”

📅 Next Week’s Earnings to Watch

* Disney (DIS)

* Cisco (CSCO)

* Brookfield (BN)

* Paramount (PARA)

* Bitmain, Hive, and Oklo (speculative plays)

💸 My Weekly Trades & Portfolio Update

DateTickerResult (€)TypeNov 3NLY+€39DividendNov 4CPB+€33.75DividendNov 4RACE+€124Sold positionNov 4MELI+€793Sold positionNov 4FHN+€68Small tradeNov 4AMZN+€270Pre-earnings saleNov 4AXON+€134Closed position

💰 Weekly Profit: €1,268📊 November Goal: €500/week — on track!

📊 Mentioned Stocks

AMD, SMCI, PLTR, UBER, ABNB, SHOP, SPOT, HIMS, NVO, CELH, ELF, AMZN, AXON, MELI, RACE, FHN, NLY, CPB, DIS, CSCO, BN, PARA

🔗 Relevant Links

* Wealth Dome YouTube Channel

* AMD Investor Relations

* Palantir Investor Relations

* Uber Investor Relations

* Elf Beauty Investor Relations

* Celsius Investor Relations

🧠 Final Thoughts

The first week of November set the tone — AI innovation meets disciplined profitability.Investors who can balance growth with patience will outperform over the next cycle.

“Be the investor who waits for great companies to fall into your buy zone — and never stop protecting your wealth.”

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