THE AI TRADE ISN’T BACK -- IT NEVER LEFT
1.
Last earnings cycle proved one thing: AI CapEx is the safety net in a tariff-driven world & spend is still accelerating.
• $Amazon.com(AMZN)$ $93B
• $Microsoft(MSFT)$ $61B
• $Alphabet(GOOGL)$ $58B
• $Meta Platforms, Inc.(META)$ $44B
The engines of the 4th industrial revolution are hummin
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2.
THIS IS PROOF AT HOW FAST AI IS REWRITING THE WORLD ORDER
Two years ago:
• $Palantir Technologies Inc.(PLTR)$ traded at $10 -- worth $24B
• $UnitedHealth(UNH)$ traded at $490 -- worth $450B
Today:
• $Palantir Technologies Inc.(PLTR)$ trades at $123 -- worth $295B
• $UnitedHealth(UNH)$ trades at $324 -- worth $293B
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