【AIバブル】異変あり!?AI相場はいつまで続くのか？巨大テック企業の設備投資に陰り？Google,Amazon,Meta,Oracleハイパースケーラー総点検【元機関投資家が解説】

How long will the AI ​​bubble last? Former institutional investor Ryosuke Izumida examines the sustainability of the AI ​​market using primary data: the cash flow of the five core hyperscalers (Alphabet, Microsoft, Meta, Amazon, and Oracle) – the "Magnificent Seven" (Mag7). He explains, using numbers, the turning point between a bubble and a bubble, from the massive 16 trillion yen quarterly AI capital investment, the contrasting free cash flows, and the productivity of the remaining 493 companies in the S&P 500. 00:00 Opening: How long will the AI ​​market last? Reading Cash Flow 01:39 Basics of Operating Cash Flow, Capital Expenditure, and Free Cash Flow 02:36 Examining Data from 5 Hyperscalers, One by One 03:10 ① Alphabet: 16 Trillion Yen in Quarterly AI Investment and Free Cash Flow 05:58 ② Microsoft: Moderate Investment with an 80 Billion Yen Target 07:11 ③ Meta: Stable at 50 Billion Yen Despite Fluctuations 08:10 ④ Amazon: Surge in Capital Expenditure Leads to a Plummeting Free Cash Flow; Buffett Sells 11:06 ⑤ Oracle: Free Cash Flow in the Red; Can They Continue Investing? 12:09 Conditions for Companies to Continue Capital Expenditure = Growth in Operating Cash Flow 13:47 Will AI Increase Productivity? Profit Margins of Mag7 vs. S&P493 16:40 What Does the Outstanding Mag7 and Flat 493 Companies Mean? 17:46 Insights for Orkan/S&P500 Investors: Is Diversification Working? 18:37 The Turning Point of an AI Bubble or Not: Which Will Change First? 20:07 Summary: The Key is "AI Utilization by 493 Companies" 21:38 Analysis is Connecting the Dots and Drawing the Big Picture (Ending) Learn the Essence of Stock Investment and Asset Management with Izumidaism. Former institutional investor Ryosuke Izumida thoroughly explains the concepts of company analysis and valuation (fair stock price) for Japanese and US stocks necessary in the new NISA era. Ryosuke Izumida's new channel, "Izumidaism," is launching! Hello, I'm Ryosuke Izumida. This channel features my experience as a former institutional investor and securities analyst, providing easy-to-understand explanations of professional corporate analysis and economic news for individual investors. ▼What you can learn from this channel: Instead of short-term information like "buy this stock and you'll make money," we deliver content that cultivates a fundamental "eye for evaluating companies." Professional Corporate Analysis: Deciphering the "true value of a company" behind financial statements and news. Valuation (Pricing): Is the stock price undervalued? Overvalued? Explaining the logic of institutional investors. ■Ryosuke Izumida Profile Securities Analyst After graduating from Keio University's Faculty of Commerce, he worked as a portfolio manager and securities analyst for foreign and Japanese stocks at Nippon Life Insurance and Fidelity Investments. He completed his Master's degree at Keio University Graduate School of System Design and Management. Certified Securities Analyst (CMA) of the Securities Analysts Association of Japan. Part-time lecturer at Tokyo University of Science Graduate School, lecturing on energy and industrial architecture. ■Books "Stock Investment Methods That Don't Require Forecasts, Known Only to Institutional Investors" https://amzn.asia/d/9ZYntIf "The Industrial Landscape Where Technology Will Reshape Everything" https://amzn.asia/d/4u3GYpI "Google vs. Toyota: Self-Driving Cars are Just the Beginning" https://amzn.asia/d/3E1vHv6 "What Will Happen to Banks?" https://amzn.asia/d/fw4fYhB "Japan's Electronics Industry: What Will Determine Success or Failure?" https://amzn.asia/d/gGnQe7m *The information on this channel is provided for informational purposes only, representing the personal views of an analyst. It does not endorse any specific stocks or investment methods. Investment is at your own risk. #NISA #Investment #JapaneseStocks