Nvidia vs Microsoft: The Math of the $1.8T AI Meltdown | Stock Market

Damodaran's cash-flow map shows why the AI suppliers generating the most cash lost the most when $1.8 trillion vanished in a single day. Now that the AI trade is splitting into four layers, where a company sits in the food chain decides its risk.

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Chapters

(0:00) Deconstructing the AI Trade

(1:35) Mapping AI Ecosystem Layers

(3:58) Capital Expenditure to Revenue Flow

(6:59) Market Cap Wealth Transfer

(7:58) Deconstructing the AI Trade

(10:44) Big Market Delusion

(12:29) Valuation Fragility Case Study

(18:40) Intelligent Value Investing Tools

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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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Original source

Deconstructing the AI Trade: Market Meltdown, Correction or Clean up?