Trump Targets Big Tech Energy Use: Crisis for MSFT, META, GOOGLE & Amazon? скачать в хорошем качестве

Trump Targets Big Tech Energy Use: Crisis for MSFT, META, GOOGLE & Amazon?

Donald Trump just issued a major warning to Big Tech regarding soaring utility bills and data center energy consumption. In this video, I break down what this political pressure means for Microsoft (MSFT), Meta (META), Amazon (AMZN), and Google (GOOGL), and perform a deep-dive financial analysis to see if their margins can survive the costs. President Trump stated that Americans are "picking up the tab" for the AI power boom and specifically targeted Microsoft to make changes. I analyze the fundamental impact of this news on the "Hyperscalers." I will walk you through my Discounted Cash Flow (DCF) calculations to find their fair value today and examine their operating margins to determine if these stocks are still a buy. In this video, we cover: Trump’s Energy Mandate: Analyzing the tweet about 30% higher utility bills and the threat to data center expansion. Microsoft (MSFT): Why they are the first target and how it impacts their AI infrastructure spend. Meta Platforms (META): A look at their massive capex and if their margins are safe. Amazon (AMZN) & Google (GOOGL): Cloud infrastructure risks and valuation updates. DCF Valuation: My updated fair value price targets for all 4 stocks. Final Verdict: Are these stocks a Buy, Sell, or Hold in this new political climate? #Trump #Microsoft #StockMarket #Microsoft #Meta #Amazon #Google #StockMarket #Trump #DataCenters #AI #EnergyCrisis #TechStocks #MSFT #META #AMZN #GOOGL #TechNews #CloudComputing #Azure #AWS #GoogleCloud #ArtificialIntelligence #UtilityBills #Politics #Economy #Business #Technology #SiliconValley #BigTech #Innovation #FutureTech $MSFT $META $AMZN $GOOGL $GOOG $QQQ $SPY $XLK $XLU $NVDA $AMD $VGT $TSLA $AAPL $INTC $SMH $DIA $VOO $IWM