$Coca Cola(KO.US) remains unfazed amidst the storm, strolling calmly in the courtyard. What's there to fear about an AI bubble? Everyone is focused on the revenue guidance falling short, the BodyArmor impairment, and the 4% pre-market stock drop. Few have noticed that Coca-Cola's annual free cash flow is set to hit $12.2 billion, with dividends increased for 55 consecutive years—this is a defensive ace, not a weakness.

2. Zero-sugar Coke sales surged 13% in Q4 and hit 14% growth for the full year. So what if traditional soda isn't selling? They've long bet their next decade's livelihood on the sugar-free track, benefiting more as weight-loss drugs gain popularity.

3. The market still values it as an old-school defensive beverage stock, failing to understand its $1.1 billion AI deal with Microsoft: supply chain simulation, dynamic pricing, and predictive replenishment are all being rolled out. If Walmart can use such systems to drive towards a trillion-dollar market cap, why can't Coca-Cola, with its 62% gross margin and operating profit margin double that of its peers, be revalued?