Growth is King, Profit is the Crown | AMD, SMCI, Palantir, Uber, Airbnb, Shopify & More | Weekly Market Recap

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 InfrastructureAMD (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 & PlatformsUber (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 StaplesHims & 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 UpdateDateTickerResult (€)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 StocksAMD, 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 ThoughtsThe 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.” This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe