Here's what the bubble is. When you start having companies, watch this, when you start having

companies that are created just to like say they do something to AI. That's what happened with the dot-com bubble.

But the reason why that bubble busts because you have more counterfeit

internet companies than you had real internet companies.

Does that make sense?

Here's how much big tech is spending on AI.

Google is spending $3 billion on AI.

Open AI is spending $8 billion on AI. Microsoft is spending 8 billion dollars on AI.

Microsoft is spending 19 billion on AI.

Meta is spending 40 billion on AI,

and Apple is spending 100 billion billion on AI.

My thing is this, how can something be a bubble

if people are consistently pouring billions of dollars into it? You feel me? Why's this though? Let's go a little further.

Top AI comes with the most free cash flow. Now we know what free cash flow is.

Right, it's the money after you paid everything off what you have. So this

is an important this is an important metric when you look at companies. So watch this.

SNCI has a billion six six free cash for Palantile, 2.2 billion,

AMD, 3 billion, Adobe, 6 billion, TSCM 13 billion

Invidia 39 billion meta 44 billion amazon

50 billion micro Microsoft, 60 billion, Google, 68 billion, these are companies that are

in the AI space with huge free cash flows to invest more in AI.

This is not a bubble.

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