AI Bubble or AI Opportunity?

**AI Bubble or AI Opportunity?** One thing I've noticed lately is that every time Google, Microsoft, or Meta announce they're spending even more on AI, the stock gets hit. Which honestly makes sense. They're spending insane amounts of money and nobody really knows what the payoff will be. But here's what I'm wondering... If the market is selling these companies because of all this AI spending, does that mean we're getting them at a discount? Everyone talks about AI being a bubble, but if these companies end up making that money back over the next 5–10 years, today's "bad news" could end up being a buying opportunity. Or maybe the market is right and they're burning cash with no real return. I don't know the answer. I'm just wondering if this is one of those times where everyone is focused on the short term while the long-term opportunity is getting ignored.