The New FAANG and Predicting the AI Monetization Cycle 5/30/23
May 30, 2023•7 min
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Episode description
We may need a new "FAANG" to describe the tech basket powering market gains this year, and some analysts are suggesting the "Magnificent Seven," which include Nvidia and Tesla. Plus, during the mobile internet platform shift, semis were the first to be recognized by markets, then infrastructure, and finally software. That may point to what the next trillion dollar company is after Nvidia.
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