Core Viewpoint - The article discusses the potential for value stocks in the AI sector, highlighting companies that may attract value-oriented investors like Warren Buffett, despite their growth characteristics. Group 1: Alphabet - Alphabet is positioned as a potential fit for Berkshire Hathaway due to its leadership in AI and strong cash flow from digital advertising [4] - The company generates 74% of its revenue from ads, facing pressure as its search market share drops below 90%, prompting diversification into Google Cloud and autonomous driving with Waymo [5][6] - Alphabet plans to invest 75billionincapitalexpendituresthisyear,supportedby95 billion in liquidity and 75billioninfreecashflowoverthepast12months,makingitattractiveforvalueinvestorswithaP/Eratioofabout19[6]Group2:MetaPlatforms−MetaPlatforms,knownprimarilyasasocialmediacompany,isinvestingheavilyinAIandthemetaverse,withacapexcommitmentof64 billion to 72billionby2025[7][8]−Thecompanyhasover70 billion in liquidity and generated 50billioninthelast12months,allowingittosupportitsambitiousinvestments[8]−WithaP/Eratioaround27,MetapresentsareasonablevaluationalongsideitspotentialforAIleadership,appealingtovalue−orientedinvestors[9]Group3:Qualcomm−Qualcommisidentifiedasasurprisingvaluestock,withdiversificationintoIoT,automotive,anddatacenterprocessorsamidchallengesinthesmartphonemarket[10]−Thecompanyhasspent1.1 billion in capex over the past year, but the emergence of low-cost AI could revitalize its smartphone segment, which has a 12% annual revenue growth rate [11] - Qualcomm's IoT and automotive segments have shown impressive growth rates of 27% and 59% respectively, and it trades at a P/E ratio of 15, making it an attractive investment opportunity [12]