CoPilot isn't bad though I haven't used it in months 

Gemini has been better than I expected

I have a feeling we haven’t yet heard the last word from Tesla and Apple when it comes to AI.. to me Microsoft and Meta seem like the weakest links

teemupleb

The GRANOLAS European, nutritious pharma/tech/defensive mix:

    GlaxoSmithKline (now GSK)
    Roche
    ASB Holding (often associated with ASML)
    Nestlé
    Oracle
    L'Oréal
    ASML
    SAP/Sanofi

*A - Often AstraZeneca or Air Liquide (Most commonly AstraZeneca in the top driver lists).

*O -Oracle is a US company, but sometimes included in broader European-focused discussions: The "O" is typically Olin (the most cited list by Goldman Sachs includes Olin).

Got me thinking about breakfast.

realBitcoinDog

Micron, Lam Research and Applied Materials due to memory shortage in 2026

HBM or High Bandwidth Memory

Bell_curve

Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.

"The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market"

The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market’s big tech stocks together in quite the same way.The fortunes of what was once Wall Street’s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.

Nvidia and Alphabet outperforms, the rest underperform... BORING... Apple and Tesla have basically nothing to do with LLMs and massive server halls.

"“The correlation has fallen apart,” said David Bahnsen, chief investment officer at Bahnsen Group. “What they have in common is being trillion-dollar companies.”"

Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.

Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.

Some other cool abbreviations have died: Nifty Fifty, BRIC, WATCH, BAT and FANG... 

 but whatever. Maybe M7 is just another thing to die? (...another day...)

OK, Schtackers, who will benefit from AI?

https://archive.md/gcJfJ

econ

Mag-Seven no more!

> Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.


"The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market"
---

This was funny: 
> The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market’s big tech stocks together in quite the same way. The fortunes of what was once Wall Street’s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.

Nvidia and Alphabet outperforms, the rest underperform... BORING... Apple and Tesla have basically nothing to do with LLMs and massive server halls. 

"“The correlation has fallen apart,” said David Bahnsen, chief investment officer at Bahnsen Group. “What they have in common is being trillion-dollar companies.”"
---

> Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.
> Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.

Some other cool abbreviations have died: Nifty Fifty, BRIC, WATCH, BAT and FANG... **Nobody _ever_ talks about Granolas** but whatever. Maybe M7 is just another thing to die? (...another day...)

OK, Schtackers, who will benefit from AI?

---
archive: https://archive.md/gcJfJ

"The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market""The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market"