The Next Magnificent Seven
AI is creating the next behemoth companies. Who are they?
The Magnificent Seven are seven of the greatest businesses in history.
But who identified them early? And how did these investors identify them early?
Everyone talks about these companies now after they became obvious, but the biggest gains came when these companies were still a few things:
Misunderstood
Controversial
Doubted
Reality is that the biggest gains are reserved for those who take the earliest risk.
If you want to find the “next” Magnificent Seven, you have to look in places where people aren’t looking yet.
You have to look at the companies, themes, and groups that feel too early or risky.
That’s where the next market multi year leaders are being formed.
If you’re not already in the subscriber chat, I strongly suggest paying attention to it.
This is where I post all of my new trades as I enter them. I walk through the trade idea entirely including my thesis, risk level, cost basis, and more.
The subscriber chat is also where I post a daily thread with my thoughts on the day ahead, relevant headlines and macro events, my main focus names, notable upgrades and downgrades, and anything else I’m watching.
It’s basically become a live market group chat. We have a ton of smart people sharing ideas, setups, headlines, and observations throughout the day, and there’s a lot of genuine alpha in there.
I honestly believe it might be one of the most (if not the most active) subscriber chats on Substack.
Come join us!
In the remainder of this article, I’m going to discuss:
The current Magnificent Seven
How these businesses evolved into market leaders
How I’m thinking about them going forward
The massive AI capex cycle
Why the next decade of winners may come from elsewhere
The “next” Magnificent Seven
Which specific names I think could define the next decade of market leadership
The themes and groups investors should be watching
It’s important to always stay ahead, and I think this article does a good job of that!