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The next 10x US stock may no longer be among the Big Seven.
This doesn’t mean Nvidia isn’t doing well, nor does it mean AI is over.
AI trading has entered its second phase: the first phase was buying the most obvious companies, and the second phase is buying the most critical bottleneck links.
Over the past year, many people have only focused on one question: who is training large models, who is selling GPUs, and whose market value is the highest.
But recently, the market has been changing its playbook, and funds are shifting away from Mag7