Czego NIE mówią ci o AI: załamanie wolnych przepływów pieniężnych Amazona i Google

XTB is the partner of this episode: https://red.rankia.com/151762-pl?utm_... Just getting started? Enter the code "RANKIA" when registering to receive exclusive educational materials dedicated to beginners. --------------------------------------------------------------------------- Why are companies like Adobe, Salesforce, and Intuit losing 40% to 70% on the stock market, even though their revenues continue to grow? 🚨 In this video, we show what's not being talked about openly about artificial intelligence and why the financial market is selling off the SaaS (Software as a Service) sector. It's not just about these companies' current performance, but above all, about their future in a world dominated by AI. We analyze the sharp decline in free cash flow of giants like Amazon, Google, and Microsoft. Their capital expenditures have skyrocketed due to the purchase of memory chips and the construction of data centers. Are we facing a historic investment opportunity or a massive value trap? To better understand this macroeconomic scenario and the high concentration in the technology sector, we present a practical approach used on Wall Street, based on Hamilton Helmer's book "7 Powers." You'll learn how to assess key competitive advantages, such as counter-positioning (the conflict between subscription and pay-per-use), and the costs of switching providers. This will help you separate valuable companies from those that may merely look attractive. 👇 Leave a comment: Do you think Adobe, at its current price, is a historic opportunity, or are we seeing the end of the SaaS era as we know it? Topics 00:00 What they're NOT telling you about artificial intelligence 00:54 S&P 500 results and the market concentration trap 02:37 Free cash flow collapse: Google, Amazon, and Microsoft 03:31 What is CAPEX? Memory Chip Bottlenecks and the Shortage 04:37 Why Wall Street is Selling Off Adobe, Salesforce, and Intuit 06:15 Wall Street Framework: Hamilton Helmer's "7 Powers" 07:25 Counter-positioning and the Cost of Switching in the AI ​​Era 08:25 The Case of ServiceNow and the Future of SaaS Platforms 08:41 The End of the SaaS Era? Discuss in the Comments Subscribe to our channel and stay up to date! 🔔 Visit the Rankia Polska website: https://rankia.pl/ Disclaimer: All content in this video is for informational and educational purposes only and does not constitute financial advice of any kind. Investing always involves risk of loss. The value of investments can go up as well as down, and forecasts and historical performance are not a guarantee or prediction of future results. Before making an investment decision, conduct your own analysis or consult a financial advisor.