Forget the Mag 7. Here's where smart money is going
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摘要
Investors may be looking in the wrong place.
In this episode of Trader Talk, Kenny Polcari is joined by Stephanie Guild, CIO of Robinhood Strategies, and Ryan Payne, President of Payne Capital Management, to explain why this market isn't abandoning stocks, it's rotating into new opportunities.
The panel discusses why investors should look beyond the Magnificent 7, how AI infrastructure is creating winners outside of Big Tech, what to expect from Microsoft, Apple, and Amazon earnings, and where they see the best investment opportunities heading into the second half of the year.
Timestamps
00:00 Market expectations are catching up
01:29 This isn't a market selloff
03:10 The hidden winners of AI
06:27 Big Tech earnings preview
09:59 Why free cash flow matters again
12:03 Is SpaceX overvalued?
14:02 Apple's valuation debate
15:07 Amazon's biggest challenge
18:52 Is the AI trade over?
22:22 What investors should watch next
#stocks #investing #magnificent7 #ai #microsoft #apple #amazon #tradertalk #kennypolcari #yahoofinance
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