Mag7's revenue per employee is $270,000, compared to Russell 2000's mere $120,000—a gap widening to 2.2 times! Today, US stocks experienced another rollercoaster ride! May's CPI surged to 4.2% (a 3-year high), and escalating US-Iran tensions pushed up oil prices, instantly wiping out trillions of dollars from the market… But AI giants are still stubbornly rebounding!
AI is accelerating the concentration of wealth in a few companies. Today's CPI slump combined with tensions in Iran appears to be a bloodbath, but in reality, it's weeding out the weak, making room for AI infrastructure stocks. Whoever survives will reap the biggest rewards of the next 10 years. If you want to adjust your investment portfolio.
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