Amazon's $215B AI Bet vs Apple's $9B: Who Earns It Back? | Stock Market

We run the real numbers: Amazon's $215B in CapEx pushed its free cash flow to -$47B, while Apple kept $136B. Then we show why Alphabet's ~$200B build-out needs about $100B in new AI revenue just to earn a 15% return.

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Chapters

(0:00) The AI CapEx Reality Check

(0:38) The Cash Flow Compression (LTM Data)

(3:19) Business Models Diverge: Builders vS.

(4:39) Apple's Infrastructure Optionality

(5:20) The Pressure Cookers: Amazon & Alphabet

(6:23) Clear Backlogs VS. Invisible ROIC

(7:25) What Does 15% ROIC Actually Require?

(9:30) Apple's Infrastructure Optionality

(10:10) Is this 1999? Yes and No.

(11:51) Servers Are Not Railroads

(13:49) Where the Periphery Breaks

(17:33) The Verdict: Watch the Numerator

(18:53) DeepValues Resources

(19:19) Get the apps

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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.

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