The 900 Billion Dollar Question Nobody Is Asking About AI

Episode 40. Lucas and Luna tackle the uncomfortable math behind AI's spending spree. With Broadcom down 17.6% in a week and Micron dropping 10.8%, the market is questioning whether all that investment will ever pay off. They dig into a single overlooked metric: return on invested capital. Using the SOXX's 5.5% weekly slide as a backdrop, they ask whether AI is a productivity revolution or a capital allocation trap. Forget the hype about models and GPUs—this episode is about the dollars and cents that keep CEOs up at night. #AI #ArtificialIntelligence #ROIC #Broadcom #Micron #SOXX #Semiconductors #CapitalAllocation #Productivity #TechInvesting #NVIDIA #AMD #MarketSelloff #June2026 #FexingoBusiness #BusinessPodcast #Technology #Infrastructure Keep every episode free: buymeacoffee.com/fexingo