🤖 AI STOCKS: LAST WEEK'S REALITY CHECK & WHAT'S NEXT Last week was a reminder that the AI trade isn't one-way traffic. Investors questioned whether massive AI spending will translate into real returns. Data-center capex, rising infrastructure costs, stretched valuations, and future cash flows remained front and center. What I'm watching this week: 🔹 $NVDA – AI demand and semiconductor momentum 🔹 $AMD – AI chip competition and growth expectations 🔹 $MU – Memory demand and pricing strength 🔹 $GOOGL & $AMZN – Cloud growth versus AI spending 🔹 $MSFT & $META – Whether AI investments can justify the capex My biggest question: Can AI companies turn massive investments into sustainable earnings and free cash flow? The AI revolution isn't over, but the market is becoming more selective. Watch the guidance. Watch the cash flow. Don't chase the hype. What's your top AI stock for this week?