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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	12/18/2025 3:44:52 PM
	4 Recommendations Read Replies (1) of 23749

From Beth Kindig ... While many investors are wondering whether the AI trend is entering dot-com territory, I believe AI’s most powerful move has not even begun. In a series of analyses on the incoming AI monetization wave, the I/O Fund has laid out a data-driven case that AI is on the cusp of monetizing; a sharp rebuttal to those who believe AI is topping. Earlier this month, my firm connected the dots on Nvidia’s earnings report, the strongest in nearly two years, and highlighted why Broadcom’s commentary is quietly signaling that the best is yet to come. In this analysis, however, I turn to what may be the most important clue of all: Meta. Meta’s stock sits at the center of the AI spending debate, as Big Tech continues to shock markets with outsized AI-driven capital expenditures. What is being overlooked is that Meta’s stock is already reporting a long-awaited return on investment from the AI data center buildout. Below, I highlight several key metrics from Meta’s latest earnings report that illustrate the company is offering measurable returns on its AI investments. Perhaps most surprising, I believe Meta may now rank only behind Nvidia in AI revenue — surpassing Microsoft in the process. This analysis looks beyond the headline numbers to examine what’s driving AI’s second-largest revenue engine.

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