Inference Wins: Tesla, Nvidia & Google Lead AI’s Real Payoff in 2026

Prior to Friday, it was a brutal week for Big Tech.

Over $1.8 trillion in market value — gone. The Nasdaq just posted its worst three-day slide since April. Headlines are screaming about AI spending “fears,” and Ray Dalio is warning we’re in “the early stages of a bubble,” comparing today’s optimism to “about 80% of 1929 mania.”

And here I am, telling you this is exactly the rotation you want.

Not because the concerns are wrong — valuation worries are valid, and some AI play...