BIG TECH

If you are a long-term investor simply buy discounted M7 (TECH) stocks in the US. Why? In the last 10 years:- – US's economy grew at 2.5% – Remainder 493 stocks on S&P 500 grew: 6.5% – M7 aggregate revenue grew at 16.4% This is when the AI story hasn't even kicked in. As we are seeing more applications of AI, we should ask: which firms will benefit from AI? You don't need to be a genius to figure out the answer:- The benefits of AI will flow disproportionately to M7 over the remainder 493 firms in the next 3,5 years. Why? because firms like NVIDIA, Meta, Amazon, Google, Msft control the AI architecture through its own Capex and its peripheral firms. If you got control, you command the most premiums & profits. This has happened with firms like Boeing, Mastercard, Visa, etc in the past. And, will now happen with AI hyper-scalers. This is not just my opinion:- 2026 AI revenue forecast puts M7 growth rate between 17-25%. While the growth forecast for remainder 493 firms on S&P 500 is 8-12%. It is basic common sense to pick these firms right now. If you are getting scared just reading the headlines about AI bubble pop and whatnot. Go look at your phones, applications or LLMs models you use everyday. This will only scale. The investment opportunity you are seeing is staring you right in your face.

→ View original post on X — @akshat_world, 2026-02-21 08:04 UTC