Keep adding.
Mag 7 rotation is real.
Prior, MSFT was down and spat on. Then it recovered from 300 level to 500 level. As if nothing happened. When this was happening, we see Google and nvda going up every other day.
Phase 1 of Al is ending.
Phase 1 main gainers are storage and chips. Phase 2 should start soon. Who is in Phase 2?
Hyperscalers. And who are the cheaper and most reliable hyperscaler at the moment? All except MSFT
Note: Probability of TSLA being a hyperscaler by turning itself with vertical integration is highly probable.
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