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AI hype is loud. Capex is louder. Big Tech is dropping $650B+ on AI this year. Will it supercharge earnings… or squeeze margins for years? Sam breaks down what it means for the Mag 7 👇

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"I've seen 100 posts on how depreciation of AI CapEx is the big wild card. Come on, guys. If that's what you're focused on, you're missing the big picture. Depreciation for a young growth company is not even making my top 20 list of worries. Could it affect my cash flows? Yes. Is it going to affect the earnings? Absolutely. But this is not the big driver of whether AI is going to make it or not." Aswath Damodaran on why value investors need to stop looking for conspiracies.
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