5 Stocks I'm Buying HEAVY Right Now November 2026

AI stocks have crashed over the last month and investors are blindly buying everything on the dip. I'm exposing five stocks that burned through $62 billion in cash, falling 24% over the last month and a crash that could get worse, while also revealing five AI machines creating over $232 billion for investors, cash flow growth of 281%. Those stocks fell less than 10% and are ready to rebound. I'm going to highlight both groups, show you why cash is king once again, and the stocks I'm buying. At first, I know what you're thinking. Hell, just last week I talked about one of the biggest shifts coming to stocks, the transition away from companies building the AI infrastructure like Oracle, Nebius, and Nvidia into those actually using AI to make money like Service Now and Soundhound. And I still believe that's where you need to be positioning for this next phase of the AI revolution, that 3 to 5year plan that will make you rich. But here's where I have to adjust this plan for reality and investor behavior. The AI infrastructure boom is not over yet, and investors have been trained to buy every stock in every dip. Just look at the returns we've already seen. Nvidia up more than 800% in the last 5 years. Nebia, ticker NBIS, up over 10 times your money in just a few years. Every time stocks had dipped, as they did last week, investors piled into the entire group and were rewarded with higher returns. Investors aren't just going to walk away from stocks that have delivered those kinds of returns, especially when the biggest tech companies are still spending hundreds of billions of dollars to build out that AI infrastructure. Amazon upgraded its spending plans to $220 billion in capex just last week. Alphabet and Microsoft will both spend more than 190 billion and Meta is actually issuing new shares to fund its $150 billion in AI spending. That is a giant pile of cash combined with hundreds of billions more from those Neocloud companies. All of it flowing into the AI chips, the servers, and the equipment into data centers. Nation, the AI buildout story has not changed. What has changed is the question investors need to be asking around it, and what it means for the stocks to buy. That's because for years, you could make those tripledigit returns just throwing a dart at any company selling that AI infrastructure, the chips, the servers, and the equipment. Now though, we're entering the most dangerous stage of that investment cycle. UBS estimates that hyperscaler capital spending will grow 76% this year. But that growth could slow to 25% next year and just 6% after that. When that happens, the difference between companies generating cash from this boom and those burning through billions to finance it is going to be painfully obvious very quickly. We've already seen that in real time with shares of Cororeweave crashing 37% in just the last month and starting this whole mess when worries over its cash flow and financing costs jumped to 15% on bonds that have been downgraded to just one level above junk. So even as trillions of dollars continue to flow into those AI infrastructure stocks rather than the straight up ride over the last 5 years, the market is going to be looking a lot more like the crazy roller coaster we've seen recently. And you need to be much more selective in the stocks you buy. The five cash machines I'm going to highlight here could still deliver those enormous returns, while the cash killers could destroy billions in shareholder wealth. Now, I'm going to highlight those cash machine stocks and the cash killers next. But to do this, you need to understand the biggest mistake investors are making in this AI boom, confusing revenue growth with actual cash generation. That's because many of the market darlings in AI are reporting tripledigit revenue growth, signing billions of dollars in new contracts. Analysts expect Coreeave to more than double its revenue this year, growing sales by 150% to 12.8 billion and to double that again next year. But that revenue growth without the cash flow is like bragging that you won 10 grand on your last bet in Vegas while conveniently forgetting that the 50 grand that you lost along the way. You may be the casino's favorite customer, but you're going broke fast. And that is the problem boiling under the surface of this AI infrastructure boom. Companies like Oracle and Cororeweave are spending hundreds of billions of dollars building out those data centers, buying the GPUs, and financing it all with cash they didn't have in the first place. Coreweave has never been free cash flow positive and has progressively burned through bigger piles from 71 million in 2022 to burning 13 billion over the last year. Even Oracle, which as recently as 2024 was generating almost 12 billion in free cash flow for its investors, now is burning through 28 billion a year. Now, these companies are spending enormous amounts, betting that they're going to continue to grow that revenue and eventually converting into cash. But we're quickly seeing the economics of AI destroying any hope of that happening. Just this month, OpenAI announced a new model that costs 75% less to use than it previous models. And comparable openweight models like Quinn by Alibaba can do the same task for as much as 90% cheaper. Folks, this all goes to the point of lower token costs is going to mean disappearing revenue promises from OpenAI and Anthropic, which have in turn promised hundreds of billions of dollars in lease commitments to companies like Oracle and Core that own those data centers. But then the real killer comes when AI gets small enough to put it on devices to operate on your smartphone instead of in that data center. That's what Qualcomm is trying to do right now with its Snapdragon NPU or Google with its TPU chips and its Pixel phones. When this happens, investors realize the trillions of dollars spent by the hyperscalers and the Nia cloud companies to build out those data centers. That's not going to be converting into real cash flow. But there are companies that are already converting this AI boom into cash. Nvidia gets paid for its GPUs. Broadcom gets paid for its networking and custom chips. Those suppliers and the five cashs I'm going to highlight aren't immune from a slowdown, but by the time it comes, they've already had the opportunity to convert that spending into cash. While while the infrastructure owners, the cash killer stocks, they're just going to be left holding the bag. And that's why cash flow is going to be your single most important financial metric over the next year. Your secret weapon to make sure that you're only buying the best stocks. Knowing how to measure cash flow is going to mean the difference between owning the AI cash machines and getting trapped in the companies burning through billions. Now, I know you want to get right into those five cash killers and the cash machines I'm buying. But, you know, I'm not about just dropping a list of stocks in your lap and saying, "Go buy these." More importantly, I want to show you how to use this secret weapon. How to find those three little numbers in the cash flow statement that is going to help you analyze any stock. First, here we're going to go to a company's cash flow statement here on Yahoo Finance under the financials tab. Free cash flow or FCF is the cash a company generates from its operations after paying for capital expenditures. Things like equipment, buildings, and infrastructure. It's the cash left over from running the business after paying for things to keep that business running. and it's the purest measure of value a company is creating for shareholders. You find this by taking the operating cash flow and then subtracting some of this investing cash flow. I won't go all numbers nerd on you and break this down because all the sites are going to do it for you and show you the free cash flow at the bottom. And unlike earnings on the income statement, which include all kinds of accounting shenanigans to make profits look higher, free cash flow shows how much actual cash a business is generating after that critical spending. We're going to use this free cash flow, the FCF, in three measures to help you find the best stocks to buy. The ones turning the AI revolution into cash now instead of destroying it. We'll start as simply as just looking at the growth here. This is just taking the current year FCF divided by last year or a previous year. For example, Nvidia generated over $96 billion in free cash flow last year. That was growth of 59% over the previous year and 25 times the cash flow it reported in 2023. That is not too bad for a guy in a black leather jacket. Now compare that to Cororeweave which has progressively dug itself deeper into negative cash flow from 1 billion in 2023 to over 13 billion in the last year. Folks, that cash has to come from somewhere and it's coming through massive amounts of debt and shareholder dilution. A free cash flow growth is a simple way to look at it, but it can speak volumes on which companies are turning the AI revenue growth into actual cash for investors versus those stocks still based on a hope and a dream. Now, the second measure is going to back that up with free cash flow margin. This is just taking that free cash flow number and dividing by the revenue, showing you how much of sales is being converted into cash. For Nvidia, we take the $127 billion in free cash generated over the last year. Then we go to the income statement, also here in the financials tab, and divide it by the total revenue of almost $33 billion. That tells us Nvidia is converting 42% of its revenue into free cash flow for investors. But it's not so great for Core Weef, burning through 13.6 billion in cash over the last year, even as that revenue has jumped to 7.6 billion in the last 12 months. It's using up almost twice that much, buying up the hardware it needs to build data centers. And this is really where your eyes start to open up on this trap being set for many AI investors. You can have two companies both reporting spectacular revenue growth. In fact, Core booked 167% revenue growth last year, while Nvidia is no slouch on its 65% growth. But the amount of cash actually created from those businesses can be wildly different. And my favorite of these three measures though is the free cash flow yield because this is where the valuation comes in and helps you find the best deal for your money. Here we'll take the free cash generated over the last 12 months. Roughly $127 billion at Nvidia. Then divide that by the market cap of the company, the total market value of the shares. For Nvidia, that means $127 billion cash divided by its $5.15 trillion market cap or a free cash flow yield of $2.5%. For Core Wave, with its loss of 13.6 billion in cash over the last year, we take that divided by the company's market value of $30 billion for a negative 46% cash flow yield, a negative cash return on the stock. Those are extreme comparisons, but it's going to be much more important comparing stocks where both are generating free cash flow. being able to decide which are the best of the best cash machines in this AI theme. I'm going to highlight the five cash killers first. The stocks burning through billions of dollars in cash flow. Then the five cash machines I'm buying along with a table comparing both of these, walk you through these. First, we'll start with Core Weave, ticker CRWV. Now, Coree is burning through billions of dollars building that GPU infrastructure with capital spending far exceeding the cash generated from its operations. Now, the biggest risk here is just that enormous debt load and the rising borrowing costs, especially if the GPU rental prices weaken before its investments start to pay off. Now, Coree does have a major advantage, though. These long-term contracts with Microsoft, Meta, and OpenAI. Plus, Nvidia is backing on some of those loans. These commitments help secure the financing against that future revenue. The question isn't really whether Core Wave can attract its customers. It's whether those contracts are going to generate enough cash to cover the financing costs and eventually replace those aging GPUs. We can see here in the cash flow statement for Coree over the last few years, we can see operating cash flow here has progressively done very well from $1.8 billion in 2023 to operating revenue of $6.9 billion. But it is burning through so much investing cash flow, so much of that capital expenditures building out these these data centers. 21 billion dollars over the last year that has moved free cash flow to a negative 13.6 billion up from just 1 billion in 2023. So exploding cash flow use here from a company that is just starting to really really get its operating cash flow in check. I'm going to put all of this into a table comparing the cash killers with the cash machines. We're going to start here with Cororeweave, ticker CRWV. It's a market cap of $30 billion. That is the value of all the shares in the market. Free cash flow here like we saw 13.7 billion over the last year. This free cash flow growth this one year negative 22%. And what I did there, I took the last two fiscal years. So this 2025 in 2025 free cash flow of 74 billion negative divided by the 2024 number. So 5.95 that has actually accelerated in this last year. But we're just going to take the last fiscal year's for measure here. Here with the free cash flow margins. So that free cash flow divided by revenue showing you how much revenue is converted into free cash flow or really burned up in it. See 180% free cash flow margin for negative free cash flow margin for coreweave. Now for this I did use the trailing 12 months. So the last four quarters of free cash flow here 13.6 billion in free cash flow over the last 12 months. With that I went to the income statement. And I use this total revenue number, $7.59 billion in total revenue over the last 12 months for Core Weave. And that gave us this negative 180% free cash flow margin for the free cash flow yield. Again, so the yield you're getting your free cash flow against the total market cap of the shares. We took this free cash flow, this 13.7 negative 13.7 billion over the last 12 months, divided by the total value of the shares in the market, that market cap. So that 13.7 divided by 30.4 4 gave us a negative free cash flow yield of 44.9%. I'm going to compare all of these in that table, including the cash machines next, but let's look at the next one. Nebas here, ticker NBIS, still aggressively expanding its AI cloud infrastructure in the same way that Corewave is. Though it's not burning quite as much cash as Cororeeave. I do like Nebus better than Coreave, though I think this is still a very weak link in that AI theme. Nebus also has some of those long-term contracts propping it up. more than $40 billion in long-term contracts with Microsoft and Meta providing the collateral for its financing. So, we're going to see here in this cash flow statement for Nebius Group, the operating cash flow, just like we saw with Core Weeb exploding higher for that operating cash flow from just $697 million in 2022 there all the way up to 5 almost $5.3 billion in the last 12 months. So, this cash flow is here folks if it can keep on keep on increasing this cash flow eventually lowering its capital expenditure. So eventually lowering its spending and continue to increase that revenue growth, it can come out of this. But we see right now with this $1.3 billion in investing cash flow, a lot of that that capital expenditures, that capital spending going into building these data centers, the NP the GPU chips from Nvidia, the TPU chips from Broadcom and some of those other companies, the networking gear is contributing to a free cash flow of 5.9 billion, more than its complete operating cash flow. So, we go here from $746 million in free cash flow as early as recently as 2023. This company was actually generating free cash flow for investors. Now, it's destroying $5.9 billions of dollars of cash each year. Back into our table, we see NBIS, Nebius, their market cap of $44 billion. This one has held up a little bit better than some of those other Neocloud stocks like Cororeweave, like Oracle just because its cash flow is marginally better if not bad. free cash flow there negative5.9 billion over the last year. Free cash flow growth 554%. So this one has gotten much worse much faster than Coreweave even if it did start at a relatively better place. Free cash flow margin there. So the free cash flow divided by that revenue negative 332%. So you thought core wave was bad at 180% this one 332% but the free cash flow yield is only -3.3%. Still very bad. You want to get a return a cash flow return on your money. But that $5.9 billion in free cash flow over the last year divided by the market cap only 13.3 negative 13.3% on Nebus. Next up here, Applied Digital Ticker, APLD could be the weakest of the first three here, building out those data centers on the hope that cash flow is going to materialize, but without quite the strength in financing or the size that we see with Corewave or Nebus. So, Applied is really in the same line of business building out there's data centers isn't quite as big, isn't quite big enough to get a lot of the financing commitments that we've saw with these other two companies. Now Ply does have about $4 billion in balance sheet cash and management believes it can cover its funding needs for at least the next year but could be just a matter of time on this one. You see that on the cash flow statement for applied here operating cash flow from about $58 million in 2023. Actually down the year after that negative $115 million in 2025 now back up to about $90 million in free cash flow but burning through billions of dollars building out those data centers. Now, free cash flow, free cash flow has fallen to -2.8 billion here over the last year. That is up from about $72 million in 2023. Here on our chart, Applied Digital, ticker APLD at about $18.69 per share. Market cap only $5.7 billion. So, the value of all the shares in the market here, it's only about a five6 billion company. So, you can really see the difference in economies of scale or scope with these stocks. applied digital much smaller probably much less financial flexibility than these others that 2.8 negative 2.8 billion dollar in free cash flow over the last year. Free cash flow growth and it's gotten progressively worse just like all these here. Negative 249% free cash flow growth over that year. Free cash flow margin 355% in the red there. Worse the the worst of the five cash burners that we'll look at here. So that cash flow divided by its revenue negative 355% free cash flow yield also the worst among all the five cash burners here. I would say if you're gonna if you're going to go if you're going to take a chance and invest in one of these cash burners here, maybe it would be neb Nebius, maybe it would be Oracle or we'll talk about Amazon later here, but applied digital would definitely not be it. But let's talk about Oracle ticker OCL because it really is an interesting case among these neocloud stocks because it does have that established software business that generates the cash but then the data center segment is becoming so large and such a giant cash suck that it's swamping the entire story. Now the bulls here want to point out that $600 billion plus backlog of contracted revenue but more than half of that is from open AI alone. So one company which may not have the cash itself to make good on its commitments. Looking here in the cash flow statement for Oracle. This was actually a good story here at one point generating free cash flow of 11.8 billion as recently as 2024, but it's just destroyed that in the shift to NeoCloud to a NeoCloud provider. Now spending $71 billion a year in that investing cash flow. Totally swamping this operating cash flow and creating negative 28 billion in free cash flow a year. So burning up $28 billion in free cash flow. That is a huge change. you know 30 almost $40 billion change from the 11.8 8 billion it generated here in 2024. And you do see the scale of that change here in the table. Oracle took our OCL about $387 billion market cap. One of the larger companies in our cash burners list here at free cash flow negative 28.7 billion. That free cash flow growth or the the the decline negative 5900%. So that cash flow has fallen by like 59 60 times uh over the last year as it's really ramped up trying to become a Neocloud stock from its traditional software business. Free cash flow margin of negative 40% free cash flow yield. So the free cash flow divided by the market cap because this is still such a large company. So such a high market cap still only about 7.4% yield. Not good a negative yield still but much better than the others that we've seen here. I did want to include Amazon here. I took her AMZN for its comparison against the other hyperscalers, not necessarily the Neoclads, but this was really an interesting case and an exception here. Its free cash flow swung from a positive $18.2 billion to a negative 7.6 billion over the last 12 months. You know, largely because that AI infrastructure spending just exploded. But then also, Amazon isn't facing the same financial danger as these new clouds. It's generated $161 billion in operating cash flow supported by both AWS advertising and its enormous retail business. Amazon's competitive advantage is still at scale existing cloud customers and that diversified cash generation. The risk here though is that the AI investments just fail to earn any kind of a return, but Amazon has far greater financial flexibility to absorb this this prolonged buildout than what we saw with the Neoclouds. And here you can see just that massive scale for Amazon in its cash flow statement. Up from $46 billion operating cash flow in 2022 up to $161 billion over the last year. Is burning through about 11.6 billion in cash over this free cash flow over this last year. That is a big turn from generating $7.7 billion there in 2025. But it is just on a massive buildout. $216 billion negative investing cash flow. So investing in all those all the things that it does especially the uh the B data center buildout for its cloud compute capacity for AWS. So again just wanted to compare Amazon against some of these other hyperscalers the biggest data center builders uh apart from those neoclouds we see here meta platforms and alphabet took our gogg here as well market cap in the trillions for these 2.7 trillion for Amazon 1.6 6 trillion on Meta Platforms and Alphabet at $3.9 trillion right now. And we can see the difference here though. Free cash flow. Even though Amazon is [clears throat] in a much better position than these Neocloud stocks, it is still probably one of the weaker ones among the hyperscalers burning through 11.6 billion in free cash flow over the last year. Meta generating 41 billion, Alphabet generating 53 billion in free cash flow. So both of those spending just as much as Amazon to build out those data centers. Still though generating that free cash flow for the investors and looking at the free cash flow growth here over the last year. Amazon really ramping up those expenditures, ramping up that spending, seeing its free cash flow fall by 77%. Meta also fell also generated negative free cash flow growth there to negative 15%. Alphabet actually was able to grow its free cash flow up 1%. So not great, but uh definitely at least it's not negative on that one. free cash flow margin converting that uh converting that revenue into free cash flow for its investors. Negative here for Amazon because it did have that negative free cash flow. Negative -2% not nearly as bad as some of these NeoClouds, but still negative -2% versus Meta Platforms that generated 18% free cash flow margin and Alphabet that generated 12% free cash flow margin. And here onto the yield on these stocks, the free cash flow yield, the actual yield for investors. Amazon again negative.4% 4% not as bad as the Neoclouds, but compared to these hyperscalers, Meta Platforms generating 2 and a.5% free cash flow yield for its investors. Alphabet 1.4% yield on its on its market cap for the uh for the free cash flow. Now, I'm going to cover the five cash machines, the five stocks I'm buying in this cash crisis. Stick around though because after this, I'm going to compare them all together in a table. But more importantly here, I'm going to show you a warning even for these cash machines, okay? something that could bring these down along with the cash killers as well as the triggers I'm watching for the next cash crisis. Here we start with Nvidia. Ticker NVDA can't talk about AI without Nvidia remaining the ultimate AI cash machine generating approximately $127 billion in annual free cash flow with margins above 40% here. This biggest advantage on this one is this CUDA software ecosystem which really makes switching to competing chips difficult and helps protect a lot of the pricing power that Nvidia has. Even if that AI spending slows down, Nvidia's enormous cash reserves, its technological leadership growing in stalled base, it's going to give it the flexibility to keep investing while while some of these weaker competitors struggle to survive. Here in Nvidia's cash flow statement, we see just the sheer power of this company. The financial power that it's been used to invest in a lot of these other companies, invest in the NeoCloud companies, as well as provide the backing to a lot of their financing, growing operating cash flow to $134 billion over the last year. That's from 5.6 billion just in 2023. So just over the last three plus years, $134 billion in cash flow there. Free cash flow has grown just as much up to $127 billion. So, this company is generating enough operating cash flow minus the cash that it needs to invest to keep the company running and still has over $127 billion in free cash flow that theoretically it could return to investors and still keep the company running. Next year, Micron Technology ticker MU benefiting from that surge in demand for high bandwidth memory that HBM memory essential for the advanced AI accelerators. Its competitive advantage here comes from being able one of the only three major players in that drram manufacturers creating substantial barriers to entry. So again here like we saw with Nvidia even if that AI spending slows demand for the memory across the markets this provides that diversification and the survival. The biggest risk here of course is the industry's historical boom and bust cycles in that memory chip production which can quickly reverse pricing and cash flow. Here in Micron's cash flow statement, operating cash flow up from $15 billion in 2022 to 51 billion just over the last year. We do see some of that cycl cyclicality though in memory though. Operating cash flow from 15 billion in 2022 falling to just $1.5 billion there the next year in 2023. So you do get a sense that this memory this memory industry heads in cycles. That's the big fear for investors right now is that is this time different? Is this uh is this cycle different? isn't going to be last longer than what it has in the past. We can see though right now Micron Technology generating $26 billion in free cash flow for its investors. I want to show you these next three cash machines before comparing them all against each other in a chart here comparing them side by side. Here we got Broadcom, ABGO, one of my favorites in this name combining two cash generating businesses. We got the custom AI chips here and the networking equipment alongside its highly profitable infrastructure software division. Now that diversification provides an advantage of AI infrastructure spending does slow that's going to have those deep relationships with the hyperscalers the specialized chip design expertise to create that significant competitive barriers in that scenario where slowing AI spending while reduced AI orders would hurt the growth that recurring software revenue and the strong cash generation it's going to provide greater financial resilience than we've seen in some of those cash killers here with Broadcom's cash flow statement we can see here $40 billion in trailing oper operating cash flow, not really spending quite as much as we've seen with a lot of these other companies. That's part of the reason why I really like Broadcom, not just in the scale and the scope of its products across an AI data center, but it's not just really blowing the budget out in its uh in its buildout over this last year. We did see it increase to $23 billion in 2024 there. That was on a major acquisition that really set it up here in this uh in the system, but just $1.8 billion in investing cash flow over the last year. Free cash flow $ 39.4 billion up from 16 billion there in 2022. Here onto a stock I feel like a lot of American investors just haven't given the time of day here. Taiwan Semiconductor ticker TSM one of the strongest competitive advantages in the AI industry just manufacturing those advanced chips for Nvidia, Apple, AMD and Broadcom. It really it provides about 95% or 90% of the advanced chip manufacturing in the world. It's just with that technological leadership, manufacturing scale, and enormous capital requirements make it extremely difficult for any competitors to replicate. That's what we're seeing with Intel right now over the last couple of years trying to upstart or upgrade its uh manufacturing abilities. Nish not doing it very well. And I doubt that that Intel will ever be able to be a legitimate competitor for TSM. Unlike the neoclouds here, TSMC it benefits from that demand across multiple chip designers and the in markets. So even as that AI spending slows down, the strategic importance here is going to remain intact. Here we see in the cash flow statement for Taiwan semiconductor huge numbers. 2.6 trillion, but that is in Taiwan dollars. Okay, so about uh $32 US is just one Taiwan dollar. So much lower here uh if you if you can make those conversions. But we can look at these in the Taiwan dollars here at 2.6. 6 trillion trillion Taiwan dollars operating cash flow. 1.1 trillion Taiwan dollars in free cash flow there. One of the big bigger spenders here really building out that manufacturing here in the United States as well. Building out manufacturing capacity here in the United States to bring that manufacturing from Taiwan into the US. Another stock I feel like investors are completely ignoring here, one of my favorite networking stocks, Arista Networks, ticker A&E, maybe one of the most financially resilient AI infrastructure suppliers. converting nearly 49% of its revenue into free cash flow. Advantage comes from really high performance Ethernet networking and an EOS software platform. It's going to create that customer loyalty in the recurring upgrade opportunities. So unlike a lot of these companies constructing those data centers, Aristo requires relatively little capital investment that we're going to see on his cash flow statement to grow. Here we have that cash flow statement. Operating cash flow from just $492 million in 2022 all the way up to $5.3 billion here over the last year. It is spending $4.63 billion in investing cash flow. Really trying to help fix that that bottleneck for network and equipment in data centers. One of the biggest bottlenecks we see in that data center buildout and really helping to to drive the revenue growth for this company. But we see cash flow, free cash flow still 5.1 billion dollars. Positive even even after a lot of that capital expenditures up from just $450 million there in 2022. And here we see comparing our five cash killers with the five cash machines. We see Nvidia up here, $5.1 trillion market cap, largest company there, $127 billion in free cash flow. Really the financial firepower it has to back a lot of these cash killers. Okay. investing in Corewave, investing in Nebius, providing the uh the backing for a lot of their financing. Free cash flow growth of 59% over the last year. Margin, free cash flow margin of 42% and 2 and a.5% cash flow yield. But look at some of these others. Micron Technology growing its free cash flow 1,200% over the last year. Really being able to use that pricing power in memory chips that it has to grow its free cash flow. Broadcom 39% free cash flow growth. Taiwan Semiconductor and Arista Networks both with 15% free cash flow growth over the last year. Um both of these free cash flow margin 49% for Arista Network. So getting a very good margin uh free cash flow divided by revenue there for that one. Micron Technology not quite as uh not quite as high in that at 29%. Taiwan Semiconductor just 25% there. Free cash flow yield is a little bit closer on these about 2 and a half 2.4% free cash flow yield. So again that's free cash flow divided by the market cap. So free cash flow what you're actually generating in that free cash flow for investors divided by what investors are paying the market cap the total market value of the shares that is the free cash flow yield and we get about 2 and a half 2.4% 4% for most of these. Taiwan semiconductor a little bit lower there. I think it's really building out its manufacturing capabilities here in the US. So, it's spending a little bit more free cash flow a little bit lower there on that one. And we only saw 15% free cash flow yield or growth in that one over the last year. But the yield on these other ones are very good. 2 and a half 2.4% for Arista Networks. So, there's your five cash machine stocks versus the cash killers here we saw up here. Now, before you rush out to buy all five of these AI cash machines, there's one warning we just can't avoid in this. Even the strongest cash generating companies can get crushed when that AI spending boom slows down. That's because Nvidia, Broadcom, Micron, the other companies supplying this buildout are still critically dependent on that same infrastructure spending that's driving these cash burners. When that spending slows, the pain is going to spread throughout the entire AI industry. But the difference is that companies generating that strong free cash flow today should be in better position to survive that downturn even if their stock prices fall with those cash killers. You won't see the stocks destroyed like a 37% one-month plunge in core. And knowing when this is about to happen comes down to three signals I'm going to be watching for ahead of this next AI cash crisis. First is going to be that hyperscaler capital spending guidance. If Amazon, Microsoft, Alphabet, and Meta start cutting their AI investment plans, that's a major warning sign for the entire supply chain. A recent earnings reports by these have confirmed spending plans, if not raised them a little. So, this one isn't here yet. Second is going to be weakening GPU rental prices and the data center utilization. If companies just can't charge enough for their computing capacity, the returns on these enormous investments could collapse. A GPU rental has continued higher, which tells me that compute demand is still much higher than its supply. though this one isn't flashing red yet either. And third here, decreasing free cash flow margins if revenue keeps growing, but cash generation starts failing. That's a warning that the economics of the business are weakening. That's something you'll want to keep watching on both the cash machines and the cash killers though to get an overall market trend. Like I highlighted last week, I still think the next major rotation is in the companies actually using AI to generate those profits. I'm going to link to that video in the description along with the five stocks I'm buying. With the AI buildout still going strong though, you don't have to ignore the stocks that have created those best returns over the last few years. You just need to be picky about the ones you do buy. We're not done yet. YouTube has picked out this video on the right just for you. Click through and see if you like