AI Inflection Point 2026: Meta’s Dominance, Microsoft’s Capex Shock, and Tesla’s Speculative Pivot

Описание: As of late January 2026, the speculative "AI hype" has ended, replaced by a rigorous evaluation of infrastructure and monetization. In this episode, we break down the Q4 2025/Q2 2026 earnings for the leaders of the technology sector to see who is actually winning the AI race.
In this video, we cover:
• Meta Platforms: How the "Lattice" framework and GEM models drove a massive $60B revenue beat and why it remains 30% undervalued.
• Microsoft: The $37.5B "Capex Sentiment Shock" and the hidden risks within their $625B OpenAI-linked backlog.
• Tesla: The transition from a car manufacturer to a "Physical AI" company. Is the Cybercab a generational bet or a lottery ticket with shrinking revenue?.
• Macro Outlook: The FOMC's "wait-and-see" approach and how 4.27% 10-year yields are impacting growth stocks.
Data synthesized from institutional reports and rankingstock.com.
Disclaimer: Not financial advice. For educational purposes only.

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• 00:00 AI Hype vs. Reality
• 01:35 Special Thanks to Rankingstock.com
• 01:45 Important Disclaimer
• 02:00 Macro Check
• 02:30 Why Meta Grew
• 03:40 Reality Labs
• 05:00 Meta Fair Value
• 06:10 Microsoft
• 07:10 The OpenAI Backlog
• 08:35 Microsoft Fair Value
• 09:10 Tesla’s Pivot
• 09:30 Cybercab & Optimus
• 09:46 Tesla Fair Value
• 11:50 Portfolio 2026
• 12:50 The Class of 2026
• 13:25 Conclusion
• 13:45 Final Thoughts