Part 3/12:
While a few market scares—such as concerns about AI ROI, DeepMind’s overhyped innovations, and capex anxieties—made headlines, many analysts believe we're in a supercycle akin to previous boom-bust narratives. The key question is which companies will dominate in the future market top echelons. Currently, the "Magnificent 7" tech giants—comprising firms like Apple, Amazon, Alphabet, Microsoft, Meta, etc.—are under scrutiny, with some losing ground, sparking speculation that new AI-focused leaders may emerge and reshape the market’s hierarchy.