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👉 The Stock Market is Nearing its Priciest Levels Ever 📈
👉 Why GPUs, Power Plants, and Copper Mines Are the New Saudi Arabia 🇸🇦
👉 3 Stocks Already Printing 50% Margins 🖨
👉 Apple Earnings Summary ✍
“Intrinsic value is the present value of the stream of cash that’s going to be generated by any financial asset between now and doomsday. And that’s easy to say and impossible to figure.”
The stock market is nearing its priciest levels ever
No single method fits all for valuing stocks. Most rely on the traditional P/E ratio: share price divided by trailing-12-month EPS, where lower means better value.
But recessions can distort it by turning profits negative.
Enter the Shiller P/E (or CAPE), using average inflation-adjusted EPS over the prior 10 years. This smooths out volatility.
Back-tested to 1871 on the S&P 500, its long-term average is 17.29.
On Oct. 30, it hit 40.88, marking the bull market's peak since October 2022.
The internet boom and low rates have kept it elevated for 30 years, but now it nears the all-time high of 44.19 from December 1999, just before the dot-com crash.
Today's premium reflects AI hype, quantum tech, earnings growth, and Fed cuts.
Since 1871, Shiller P/E has topped 30 for two or more months in a bull market only six times (including now).
The prior five led to drops of 20%–89% in major indexes like the Dow's 89% plunge post-1929 or S&P and Nasdaq's 49% and 78% in 2000–2002.
This isn’t to scare you. It’s to make you aware of the risks.
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Why GPUs, Power Plants, and Copper Mines Are the New Saudi Arabia & 3 Stocks Already Printing 50% Margins
In the 20th century, Saudi Arabia’s oil reserves made it a geopolitical powerhouse, helping it control a lot of the global industry.
Fast forward to 2025 and the new resource reshaping the world is…
Artificial Intelligence.
Graphics Processing Unit (GPUs) fuel the brains of AI models.
Power plants supply the energy demand of data centres.
And copper mines provide the wiring for ALL of it.
This is the Holy Trinity of AI. And its not just infrastructure, it’s the new oil surge, driving trillions of dollars in economic value, right in front of our eyes.
So why exactly is AI the most influential industry today?
Lets unpack whats beneath the surface of self driving cars, talking robots and models that can answer almost any question you will ever have.
We’ll also spotlight 3 stocks that are crushing it in this space reaching 50%+ margins.
AI's Unrivaled Importance: The Numbers Don't Lie
AI isn’t just hype, it’s the engine that will fuel the modern economy.
The global AI market, valued at ~$254 Billion today, is expected to reach $4.8 Trillion by 2033, according to UN Trade and Development (UNCTAD).
That’s a faster growth rate than the cloud computing boom, which took over 10 years to hit $750 Billion.
PwC estimates that AI could add $15.7 Trillion to global GDP by 2030, which is the equivalent of boosting output by 14% through productivity gains in sectors like manufacturing and healthcare.
AI is already reshaping industries and globally, it could impact 40% of jobs. Advanced economies are estimated to see a 27% benefit in their jobs due to AI, boosting productivity and complementing human skills.
Real world examples:
AlphaFold 3, from Google's DeepMind, predicted protein structures that once took years, helping to accelerate breakthroughs in treatments for diseases like Alzheimer's.
Per internal data, Microsoft's Copilot boosted developer productivity by 55% in pilots.
And that’s just two examples of thousands we’re seeing across the globe.
Some food for thought:
In 2025, 78% of businesses have integrated AI technologies, marking a sharp rise from prior years.
Of the 359 million companies globally, roughly 280 million employ AI in at least one operational area.
Approximately 89% of small businesses rely on AI tools for routine operations.
The U.S. dominates private AI funding with $109.1 billion, outpacing China by nearly 12-fold.
Where AI Is Going: A Trillion-Dollar Supercycle
So where is AI going exactly?
To understand that, we have to explore what’s behind the curtain. What’s really fuelling this growth…
First off, energy demand will skyrocket.
This “need for power” is the catalyst for AI data centres in 2025.
Secondly, copper plays a critical role in this development, as each data centre needs miles of cabling, with demand expected to surge almost 50% by 2031, as per a report by Reuters.
3 Stocks Printing 50%+ Margins in the AI Gold Rush
NVIDIA (NVDA) – The GPU King & Saudi of Silicon: With 95% market share in AI training chips, NVIDIA's current gross margin sits around 70%. TTM revenues sit around $165 Billion and the stock is up 50% YTD.
Broadcom (AVGO) – AI Chip Enabler: Broadcom's current TTM gross margin sits at 77.2% with TTM revenues of $60 Billion. It's wiring the power plants of the future.
Arista Networks (ANET) – Data Center Backbone: Arista's Ethernet posted a 65.6% TTM gross margin with TTM revenues of $8 Billion. Margins are expected to expand as AI scales further.
In the AI era, missing this boom is like ignoring oil in the 1970s.
See you in the next one!
$0.01 doubled for 30 days turns into $5.3 million
— #THE DIVIDEND DOMINATOR (#@TheAlphaThought)
6:09 PM • Nov 1, 2025
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Earnings Summaries
Apple (October 30th, 2025)
EPS: $1.85 vs. $1.75 expected (BEAT ✅)
Revenue: $102.5B vs. $102.2B expected (BEAT ✅)
iPhone revenue: $49.03 billion vs. $50.19 billion estimated (MISS ❌ )
Mac revenue: $8.73 billion vs. $8.59 billion estimated (BEAT ✅)
iPad revenue: $6.95 billion vs. $6.98 billion estimated (MISS ❌ )
Other Products revenue: $9.01 billion vs. $8.49 billion estimated (BEAT ✅)
Services revenue: $28.75 billion vs. $28.17 billion estimated (BEAT ✅)
Apple CEO Tim Cook says he expects revenue in Q4 to increase by at least 10%-12% year over year, with iPhone revenue growing to double digits and Q4 to be the best one ever in the companies history.
With 11% growth in the current quarter, that would put Apple's revenue at around $137.97 billion, surpassing estimates of $132.31 billion.
Tim Cook mentioned that iPhone 17 sales were "off the charts" and this lead to a strong quarter earnings.
Traffic in stores is up year over year with increased enthusiasm for Apple products.
The company had $27.46 billion in net income during the quarter versus $14.29 billion in the year-ago period, which was lower because of a one-time tax charge.
Apple’s iPad business was also flat during the quarter, with $6.95 billion in sales. Apple didn’t release a new model during the quarter, but it did introduce an upgraded iPad Pro with an M5 chip in October.
Apple continues to maintain their pricing despite tariffs, and are just absorbing the tariff cost in their gross margin, which was 47.2%, better than expected (46.4%).
Overall solid earnings release from this tech giant.
P.S. I break down the earnings of some of the largest and most influential stocks in the world.
This is just one of many.
If you want full access to our community, where earnings summaries and my takes are posted, click below.
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