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💎 InvestingPro — a tool for company valuation and fundamental analysis on Wall Street. With the code COMPARIC: 15% off, which can be combined with the service's current promotion of up to 50%. Up to 65% off in total—less than a Netflix subscription. Includes: a multi-page report for each company, financial models, fair values, and analyst recommendations. 👉 Link to InvestingPro with the code COMPARIC: https://www.investing-referral.com/co... 📢 The next edition of Invest Cuffs is October 5-6 in Poznań. 🎟️ https://investcuffs.pl/invest-cuffs-p... 🎁 Tickets 30% off are now available! 📢 The next edition of Invest Cuffs in Krakow on April 9-10, 2027. 🎟️ https://tobilet.pl/kongres-invest-cuf... 🎁 Use the code "Comparic" for a 10% discount. See more ▶    • Comparic Poleca 📈   Subscribe to the channel 🔔 https://youtube.com/@ComparicGlobalMa... ALL VIDEOS ➡️    • Comparic Global Markets   LIVE MARKETS 🛑 https://youtube.com/@ComparicGlobalMa... OVER 25 PERCENT OF ALL PROFITS OF THE S&P 500 INDEX THIS YEAR ARE BASED ON JUST THREE COMPANIES. Micron, SanDisk, and Western Digital – memory chip manufacturers that were only talked about by engineers six months ago – are now single-handedly powering Wall Street. However, the engine that propelled them to such heights is rapidly starting to stall, signaling a powerful rupture that every Polish passive investor holding S&P 500 or Nasdaq funds will feel. In the era of the new attention economy and the video-on-demand (VOD) revolution on Polish YouTube, informed market players are rejecting superficial headlines and seeking hard, deep facts. Creators like Oskar Bednarski (The Globalist) do a titanic job of dissecting global macroeconomic processes, Jacek Bartosiak expertly maps the world's strategic and geopolitical hotspots, Damian Olszewski builds iron pillars for capital protection, and the "For Money" channel brilliantly promotes economic knowledge. On the Comparic Global Markets channel, we follow the same substantive path – we examine the cogs of market machines and examine what's really happening behind the scenes of the stock market. In today's episode, we dissect the two-track market, where the Magnificent Seven (Microsoft, Meta, Amazon) are taking a beating for their massive capital expenditures (capex) on data centers, while their valuation multiples plummet to decade-lows. We discuss the analysis by Bartosz Szymański of Skarbiec TFI, which clearly points to the end of the era of blindly buying AI slogans and a transition to a phase of ruthless fundamental selection. We analyze the phenomenon of Arm Holdings, which grew by a staggering 224 percent in six months – and, using financial models from InvestingPro, examine why its current price is forcing investors to pay for five years of its ideal future upfront. We also examine the stock market rollercoaster of Elon Musk's SpaceX, which has already fallen 30 percent since its debut, while valuations of Wall Street banks are diverging thirteen-fold! Finally, we examine where hedge funds, short-selling stocks and bonds, are quietly positioning themselves. #Comparic #Finance #WallStreet #SP500 #Nasdaq #Micron #Arm #SpaceX #Broadcom #CrowdStrike #Mag7 #AI #polprzewodniki #InvestingPro #ComparicGlobalMarkets #stock #investing The content presented is for informational purposes only and reflects the authors' own opinions. This content has been prepared honestly and with due care and does not constitute the basis for investment decisions, investment advice, or investment research within the meaning of Article 36 of Commission Delegated Regulation (EU) 2017/565 of 25 April 2016 supplementing Directive 2014/65/EU of the European Parliament and of the Council with regard to organizational requirements and operating conditions for investment firms and defined terms for the purposes of that Directive. The author and the dissemination entity are not liable for any transactions, damages, expenses incurred, or lost profits arising from investment decisions based on this content. We hereby inform you that investing in financial markets may involve a significant level of risk and the possibility of significant losses of invested funds. Financial instruments based on margin should be treated with particular caution. It should also be noted that historical performance is not a guarantee of similar future results.