Microsoft, Google, Meta, Amazon: AI CapEx vs a 3-Month Moat | Stock Market
Deep Values: Value Investing Deep Dives · Nov 14, 2026 · 24:36
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 14, 2026 · 24:36
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We break down Q3 results from Microsoft, Google, Amazon and Meta through a Graham-Buffett lens to test whether record AI capex is building durable moats or just burning cash. With open-source models only 3 months behind and spending outpacing AI revenue, the market has entered a validation phase that demands proof of returns.
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Chapters
(0:00) AI Validation Phase
(2:24) AI Revenue Quality
(5:00) Q3 Reality Check
(6:42) Microsoft Cash Flow
(10:02) Google Cloud Growth
(14:07) Meta CapEx Risk
(17:16) AWS Future Silicon
(18:36) Value Chain Dynamics
(22:15) 2028 Energy Bottleneck
(22:55) Value Chain Dynamics
(23:55) Investor Tools
(24:11) Get the apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• Developer API and MCP server for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
#StockMarket #ValueInvesting #BuffettIndicator
Original source
硅谷坐标 × 周默：深度拆解科技巨头 Q3 财报｜AI 投资进入验证期
Episodes: Deep Values: Value Investing Deep Dives
