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Inside OKX Orbit: A Community FAQ Guide
We’ve been seeing your questions in the Orbit community, and we’ve brought together answers to some of the ones that come up most often. Thanks to everyone who’s shared a question or asked for clarification!
If you’ve been wondering about something on Orbit, there’s a good chance you’ll find the answer below. For more questions and details, check out the full OKX Orbit FAQ through the link at the end of this article. General Orbit Questions Q. Is there any limit for Orbit posts, and why do some
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OKX Orbit Community Guidelines
Introduction OKX Orbit is a crypto community that brings content and trading together. To maintain a respectful, constructive and welcoming environment, we have established these Community Guidelines in accordance with the OKX Orbit Content Policy (https://www.okx.com/help/content-policy-for-okx-orbit). All users of OKX Orbit must comply with these Guidelines. General Provisions The conduct described in these Guidelines is provided for reference and is not exhaustive. OKX Orbit may assess the se
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Outcomes Is Now Integrated With OKX Orbit
OKX Orbit is a community for creating and sharing crypto-related content. Users discuss market trends, US stock earnings and macroeconomic events, and share their perspectives on the markets.
Outcomes enables users to express their expectations by taking positions on specific events. This integration connects discussions on Orbit with relevant Outcomes events and allows users to share their prediction activity and performance.
Users can now add relevant Outcomes event cards to their posts and
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Democrats are projected to control both chambers of Congress, setting up a new balance of power in Washington.
NBC News projects Democratic majorities in the House and Senate following the Nov 3 midterms. All 435 House seats and 35 Senate seats were on the ballot. These projections are distinct from final certified results and complete seat totals.
The new congressional term begins Jan 3, 2027. Election results do not immediately replace the current Congress or change existing laws.
For digital assets, key policy developments to watch include:
• Regulatory appointments: how the Senate handles future nominations for key financial regulators
• Committee agendas: which digital asset bills and oversight issues receive priority
• Legislative progress: the substance of proposals, cross-party support and the timetable for action
• Fiscal negotiations: how tax and spending priorities develop under divided government
The Senate’s confirmation role makes personnel another policy channel to watch. But an election result does not automatically replace existing regulators or establish how future nominees will be treated.
Committee leadership matters too. Committees review legislation and oversee agencies within their jurisdictions. Hearings and agendas can help reveal priorities, but are not the same as enacted rules.
A congressional majority also does not guarantee passage of every proposal. Ending debate on most Senate legislation generally requires 60 votes, making support beyond a simple majority important.
The result does not settle December’s interest-rate decision. The Fed’s monetary policy mandate remains maximum employment and price stability.
Our reading: the new political balance is not an automatic bullish or bearish signal for BTC. Assess proposals, enacted policies and implementation alongside the broader economic backdrop.
Which policy developments will matter most for digital assets under the next Congress?
#DemocratsWinCongress
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AMD’s data center revenue nearly doubled in Q3, while results elsewhere showed a more uneven picture.
Q3 2026 results included:
• Revenue: $13.377B, up 45% YoY and 16% QoQ
• Non-GAAP diluted EPS: $2.09, up 74% YoY
• GAAP net income: $2.428B, up 95% YoY
• GAAP operating margin: 21%, versus 17% in Q2 and 14% a year earlier
Revenue exceeded the $13.09B LSEG estimate, while non-GAAP EPS beat the $1.95 forecast. GAAP operating income rose 123%, showing that operating profit grew faster than sales.
Data center revenue reached a quarterly record of about $8.5B, up 97% YoY. AMD attributed the increase to strong EPYC processor demand and the launch of Instinct MI450 Series GPUs. The growth story spans server CPUs as well as AI accelerators.
Data center represented roughly 64% of total revenue, making cloud and AI infrastructure demand increasingly important to the overall business.
Outside data centers, Client and Gaming revenue fell 8% YoY to $3.7B. Client revenue nevertheless grew 7% to $2.9B, supported by Ryzen mobile processor sales. Strong AI demand does not mean every part of the portfolio is expanding at the same pace.
For Q4, AMD forecasts:
• Revenue: about $17B, plus or minus 3%
• Growth at the midpoint: roughly 66% YoY and 27% QoQ
• Non-GAAP gross margin: about 55%, versus 56% in Q3
The revenue midpoint exceeded the $16.2B LSEG consensus. Management expects further growth as it scales Helios systems and Venice processors. These are forward-looking expectations, not results already delivered.
The margin outlook adds an important contrast: faster revenue growth does not automatically produce a higher gross margin. Sales mix, component costs and production execution will shape how additional demand translates into earnings.
The next test is sustaining data center momentum while managing capacity and the different trends across the wider business.
Can AMD maintain its growth pace while keeping profitability on track?
#AMDQ3DataCenterUp97%
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Our 49th consecutive Proof of Reserves report, covering reserves as of 1 Nov 2026, shows $27.8B in primary assets, with customer assets backed at more than 1:1.
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Lumentum’s latest results add an earnings perspective to its proposed combination with Marvell.
Released Nov 2, Q1 FY2027 results for the quarter ended Sep 26 included:
• Revenue: $1.263B, up 136.5% YoY and 25.5% QoQ
• GAAP net income: $360.3M
• GAAP diluted EPS: $3.54
• Non-GAAP diluted EPS: $4.57
Profitability strengthened too. GAAP gross margin reached 51.0%, versus 34.0% a year earlier. GAAP operating margin was 28.5%, while the non-GAAP measure was 42.3%.
Management cited pump lasers and optical circuit switches as leading growth contributors. It also secured a second major near-packaged/co-packaged optics win, backed by purchase commitments exceeding $5B. These commitments provide demand visibility, not revenue already recognized.
For Q2, Lumentum forecasts:
• Revenue: $1.575B-$1.625B
• Non-GAAP operating margin: 45%-46%
• Non-GAAP diluted EPS: $5.90-$6.20
The outlook points to further growth, but remains management guidance.
The deal adds a longer timeline. Marvell would exchange 4.5 shares for each Lumentum share, with an implied enterprise value of about $115B at announcement. The fixed exchange ratio means the value of the stock consideration moves with Marvell’s share price.
Closing is expected in H1 2028, subject to both companies’ shareholder approvals, regulatory approvals and other customary conditions.
The companies see rising bandwidth needs and the physical limits of copper links driving closer integration of electrical and optical technologies. Combining networking silicon with lasers and optical switching is intended to address that demand.
They project more than $1B in annual cost synergies and non-GAAP EPS accretion for Marvell in the first year after closing. These are expected benefits, not results already achieved.
The focus spans two timelines: near-term revenue and margins, and the execution needed to deliver the merger’s longer-term benefits.
#MarvellLumentumDeal
Palantir nearly doubled Q3 revenue, with US commercial sales overtaking government revenue and profitability adding another dimension to the growth story.
For the quarter ended Sep 30, 2026:
• Revenue: $2.313B, up 96% YoY and 20% QoQ
• US commercial revenue: $984M, up 148% YoY
• US government revenue: $953M, up 96% YoY
• GAAP operating income: $1.085B, with a 47% margin
US commercial revenue surpassed US government revenue for the first time. Both grew strongly, making this a shift in the business mix rather than evidence of shrinking government demand.
Results also beat expectations. Adjusted EPS was $0.44 versus the $0.41 LSEG estimate, while revenue exceeded the $2.18B forecast. Net income reached about $1.13B, compared with $476M a year earlier.
Contract activity presents a more measured picture:
• Total contract value closed: $2.918B, up 6% YoY
• US commercial TCV: $1.463B, up 11% YoY
• US commercial remaining deal value: $6.517B, up 79% YoY and 4% QoQ
Revenue and TCV measure different activity: revenue recognized during the quarter versus the potential lifetime value of contracts closed. The growth gap is worth monitoring, but does not by itself establish a slowdown. Remaining deal value is also not revenue already earned.
Management raised its outlook again, projecting about $2.65B in Q4 revenue and $8.53B for full-year 2026. US commercial revenue is expected to exceed $3.56B for the year.
Shares nevertheless dipped about 3% in extended trading after the release. The reaction highlights the distinction between delivering strong results and meeting the expectations embedded in a stock's valuation.
The next test is sustaining commercial expansion while replenishing the contract pipeline. Revenue growth, operating margins and deal activity together offer a fuller view of whether AI demand is translating into durable business performance.
#PalantirQ3Growth96%
