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17 handpicked stocks

Magnificent Seven Market Movers

The 'Magnificent Seven' tech giants are reshaping the economy and powering a historic market rally. This collection focuses on these influential companies and their essential suppliers who enable the AI and cloud computing revolution, creating opportunities throughout the tech ecosystem.

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Han Tan | Market Analyst

Published on June 30

About This Group of Stocks

1

Our Expert Thinking

This collection captures both the tech giants driving the market rally and their crucial suppliers. As these 'Magnificent Seven' companies invest billions in AI and cloud infrastructure, they create massive growth opportunities for the specialized companies that provide their chips, servers, and equipment.

2

What You Need to Know

This group offers exposure to the complete tech ecosystem, from the megacap leaders to the smaller, specialized enablers. These companies are at the forefront of innovation in artificial intelligence, cloud computing, and advanced semiconductors — technologies reshaping almost every industry.

3

Why These Stocks

These companies were selected by identifying the dominant tech giants and then mapping their most critical suppliers. Each plays an essential role in the tech ecosystem, from creating the platforms to providing the specialized components that power them, positioning them to benefit from ongoing tech investment.

Why You'll Want to Watch These Stocks

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Riding the AI Wave

The AI revolution is just beginning, with trillions in spending expected over the next decade. These companies are at the forefront, either building the AI systems or supplying the critical components needed to make them work.

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Following the Tech Capital Flow

The Magnificent Seven are investing hundreds of billions in their platforms and infrastructure. Their suppliers get first access to this massive capital flow, potentially translating into significant revenue growth.

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Beyond the Big Names

While everyone knows the tech giants, their essential suppliers often fly under the radar despite providing critical technologies. These companies may offer growth opportunities as the tech rally expands beyond just the largest players.

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