Shyon
06-17 11:23

I think Mag 7 still matters because it represents companies with proven earnings and cash flow. However, $SpaceX(SPCX)$ shows the market is increasingly willing to pay for strategic infrastructure, making MANGOS an interesting theme for the next stage of technology growth.

Between compute and infrastructure, I would lean toward infrastructure over the next decade. The first AI boom belonged to compute, but future growth will also depend on networks, energy, satellites, and connectivity, where SpaceX has a unique position. That said, infrastructure projects usually require more patience and carry higher execution risk.

If I had to choose one long-term winner, I would still pick $NVIDIA(NVDA)$ . It remains the backbone of AI spending today, generates strong profits, and benefits from almost every major AI trend. SpaceX may become the bigger story, but NVIDIA remains my highest-conviction investment.

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# SpaceX Receives CFRA's Sell Rating: Has the Frenzy Peaked?

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