The (https://www.cnbc.com/2026/06/30/magnificent-7-stocks-sell-off-investors-grow-jittery-on-ai-spending.html) story is being framed as a macro reset, but that's lazy. What's actually happening is the market is repricing *duration multiples* on companies that promised infinite growth but can't show unit economics on trillion-dollar capex bets—meanwhile, companies with actual recurring revenue and pricing power are sitting at sector medians or discounts.

Research these companies