Amazon (AMZN) and Alphabet (GOOGL) offer balanced exposure, monetizing compute via AWS/GCP while capturing equity upside, though their mega-cap scale dilutes direct sensitivity. Anthropic (ANT) provides pure-play growth, but carries elevated risk from multi-hundred-billion-dollar compute commitments.
Metric Priority: Price Paid & Free Cash Flow
At extreme public valuations, Price Paid determines your margin of safety. Moreover, Free Cash Flow outweighs raw revenue growth—long-term value creation depends on cash conversion after accounting for massive infrastructure expenditure. [Cool]
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