$Alphabet(GOOG)$ : The Under appreciated Workhorse: It is the best value now.While the market panic over their 2026 capex, it has just posted a record USD 400 billion revenue year. Trading at a lower PEG ratio than its peers, it is the AI power player hiding in plain sight.
Apple : The Defensive King. It defied the trend by being the only giant whose capex actually declined. While others build data centers, Apple is counting record iPhone cash. It is a safe haven though you pay a premium P/E of 34 for peace of mind.
Meta : The Efficiency Machine: Revenue is soaring 24% YoY but the market is getting nervous about the scale of its infrastructure spending. It is a cash cow with an expensive hobby.
Amazon : The Long Shot Gambler - It dropped USD 200 B capex. It is playing the long game but that is a huge bill to swallow.
Tesla: The Belief Play. P/E ratio of 400, it isn't priced for cars. It is a test of faith.
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